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Combined Federal Campaign Coordinator Training. MATTHEW THIAS Welcome & Introductions.

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Presentation on theme: "Combined Federal Campaign Coordinator Training. MATTHEW THIAS Welcome & Introductions."— Presentation transcript:

1 Combined Federal Campaign Coordinator Training

2 MATTHEW THIAS Welcome & Introductions

3 Your Campaign Team Jennifer Howard Senior Director Brendon Ofori Help Desk Kim Bailey Speakers & Fairs Coordinator Matthew Thias Fiscal Operations Officer Vicki Johnson Account Manager Jackie McClain Loaned Executive (IRS) Judith Bekisz Loaned Executive (IRS)

4 Charitable Organizations The Donor Campaign Coordinators/ Key Workers Loaned Executive (LE) (Federal Employee Volunteer) Account Manager (Hired Seasonal Staff) Office of Personnel Management (OPM) Sets policies and procedures nationally Local Federal Coordinating Committee (LFCC) Local Board of Directors Comprised of local federal agencies Principle Combined Fund Organization (PCFO) Provides both Campaign and fiscal management

5 Mr. Patrick Moses Department of Homeland Security – Federal Protective Service 2014 DFW Metroplex CFC LFCC Chair

6 About DFW Metroplex CFC

7 Commonly Asked Questions Why not give directly to the charity? One buck isn’t going to change the world I know of a local charity that would like to be included in the CFC charity list What if I don’t feel I can afford to give? I don’t like feeling pressured to give How do I know that my pledge gets where I intended it to go?

8 CHECK TOTALS PLEDGE ONLINE DOWNLOAD MATERIALS Website

9 I MAKE IT POSSIBLE… Video

10 JENNIFER HOWARD Envelope Training & Accounting Practices

11 Pledge Card Training

12 Payroll Deduction

13 Payroll Deduction Calculation Errors Example: $ / 26 = $19.23 $19.23 * 26 = $ Double Check the Calculations!

14 Cash or Check

15 Payroll Deduction Envelope 1.Fill out envelope completely Do not include cash/check pledges 2.Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker of Keyworker Name of Coordinator Phone Number of Coordinator of Coordinator 3.Audit Box Completed with CC and CFC Staff Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff 4.Seal and Initial Envelope Together 5.Make a Photocopy of Envelope 6.Audit Box Fiscal Manager Verify Total Number of Pledge Forms Verify Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director 7.Process Deposit Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. DallasTX Jane Doe Jessica Smith /06/ /04/ /06/2014 Jess Smith Jen Howard M. Thias

16 Envelope Errors 1.Fill out envelope completely Do not include cash/check pledges 2.Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker of Keyworker Name of Coordinator Phone Number of Coordinator of Coordinator 3.Audit Box Completed with CC and CFC Staff Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff 4.Seal and Initial Envelope Together 5.Make a Photocopy of Envelope 6.Envelope Correction Total Number of Pledge Forms Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director Notes of Changes Made Initials of Fiscal manager Initials of Senior Director 7.Photocopy Corrected Envelope Corrected Envelope to CC 8. Process Deposit Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. DallasTX Jane Doe Jessica Smith /06/ /04/ /06/2014 Jess Smith Jen Howard M. Thias MT JH

17 Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. DallasTX75201 Jane Doe Jessica Smith Jess Smith Jen Howard 09/04/ /06/2014 M. Thias Jen Howard Cash/Check Envelopes 1.Fill out envelope completely Do not include any payroll pledges 2.Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker of Keyworker Name of Coordinator Phone Number of Coordinator of Coordinator 3.Do Not Separate Cash/Check from Pledge cards 4.Audit Box Completed with CC and CFC Staff Total Number of Check Pledge Forms Total $ Amount of Pledges Total Number of Cash Pledge Forms Total $ Amount of Pledges Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff 5.Seal and Initial Envelope Together 6.Make a Photocopy of Envelope 7.Audit Box Fiscal Manager Total Number of Check Pledge Forms Total $ Amount of Check Pledges Total Number of Cash Pledges Total $ Amount of Cash Pledges Total Number of Pledge Forms Total $ Amount of Pledge Forms Signature of CC and CFC Staff 8. Process Deposit

18 “FUN”draising 101 Types Jeans Day Taco Bar Silent Auctions Golf Tournaments Get Creative Things to know… Funding sources In kind donations Tax Receipts Food Directive Ethics Offices

19 Fundraiser/Special Event Fundraiser, Jeans Day 1601 Bryan St. Dallas, TX Fundraiser, Name of the Event 2.Agency/ Location 3.Address 4.Work Phone Number 5. Cash / Check Amount 6.Make All Check Payable to Combined Federal Campaign 7.Identify Cash / Check Multiple 8.Date of Contribution 9.Charity Code 10.Annual Amount 11.SSN and Signature Box – LEAVE BLANK multiple $ FDIC – Dallas Region

20 Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. Dallas TX Jane Doe Jessica Smith Jess Smith Jen Howard 09/04/ /06/14 M. Thias Jen Howard Cash/Check Envelopes 1.Fill out envelope completely Do not include any payroll pledges 2.Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker of Keyworker Name of Coordinator Phone Number of Coordinator of Coordinator 3.Do Not Separate Cash/Check from Pledge cards 4.Name of Fundraiser / Special Event 5.Audit Box Completed with CC and CFC Staff Total Number of Check Pledge Forms Total $ Amount of Pledges Total Number of Cash Pledge Forms Total $ Amount of Pledges Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff 6.Seal and Initial Envelope Together 7.Make a Photocopy of Envelope 8.Audit Box Fiscal Manager Total Number of Check Pledge Forms Total $ Amount of Check Pledges Total Number of Cash Pledges Total $ Amount of Cash Pledges Total Number of Pledge Forms Total $ Amount of Pledge Forms Signature of CC and CFC Staff 8. Process Deposit

21 Accounting Best Practices Schedule “time” for your pick – ups Keep copies of envelopes Account for pledges – spreadsheet Seal WITH a LE/CFC staff person Do NOT hold cash and/or checks for an extended time, turn in weekly Do process large amounts of cash as soon as possible Check website, verify totals match Do take a large amount of coins and/or cash to the bank or a Coinstar location and have it converted into larger bills or cashier’s check. Attach receipt. Do NOT route fundraiser donations through your personal account. Keep all donor contributions secure at all times Do attach a second pledge form to the initial pledge form if a donor has contributed to more than 5 charities, number each pledge form.

22 Break

23 Donor Incentive Order Form

24 Every Donor Gift CFC Lapel Pin

25 Philanthropist Award Challenge Coin $650-$4,999 ($25 per pay period)

26 Eagle Award $5,000 & Above ($200 per pay period)

27 KIM BAILEY Speakers & Fairs

28 Speaker Request Form

29 Charity Fair Request Form

30 Charity Event Acceptance Form

31 Confirmation

32 9 Steps to a Successful Campaign

33 Coordinator Responsibilities and Fiscal Management Contract

34 Number one reason people don’t give ?

35 DON’T FORGET TO: MEET YOUR LOANED EXECUTIVES / ACCOUNT MANAGER GATHER YOUR MATERIALS Thank you!!!


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