CAMPAIGN STAGES PLANNING: Timing: deployments, training, TDYs – when will everyone be here? When / Where to Educate / Solicit: group presentation or individual outreach? Conference Room? Formation? Should I have a special event? Who is on my team? Command Emphasis, Guest Speakers How long should my campaign be open? How do I ensure quality contact? How do I prevent coercion? Will I have time to tally money and complete reports?
CAMPAIGN STAGES EXECUTION: Educate coworkers about the CFC – how to give with pledge card, MyPay or EEX Make the “Ask” Set a deadline for pledge card turn in, then set another deadline! Fill out Keyperson Report and Batch Envelope, count money Call CFC Office for turn-in: 706-545-9487 / 545-9782
CAMPAIGN STAGES FOLLOW-UP: Distribute thank you gifts to donors Keep your own turn-in records Collect any late pledge cards and turn in to CFC Office Keep an eye out for CFC Thank You & Recognition event!
PROJECT OFFICER DUTIES Maintain contact with Keypersons – communicate! Provide support, direction and motivation for unit Keypersons Ensure timely solicitation and turn-ins Keep CFC records for organization Communicate with CFC Manager
HOW CAN DONORS GIVE? PAYROLL DEDUCTION or CASH/CHECK: Easier to give when automatically taken out of pay Even a small amount per pay period adds up to a large impact! PAPER PLEDGE CARDS or ELECTRONICALLY: Electronic donations possible this year through MyPay or EEX! VERY IMPORTANT!! NATIONAL GUARD RESERVISTS CONTRACTORS CASH/CHECK ONLY!!
PLEDGE CARD IMPERATIVES TOP SECTION – NAME, CONTACT INFO: Legibly print name and Social Security number! Check “military” or “civilian” No address needed – only Unit/Office name and phone number VERY IMPORTANT!! NATIONAL GUARD RESERVISTS CONTRACTORS CASH/CHECK ONLY!!
PLEDGE CARD IMPERATIVES MIDDLE SECTION – CONTRIBUTION INFO: Military or Civilian Payroll Deduction – make sure amount per pay period times interval equals “Total Gift” – SEE BACK COVER! NO CENTS – WHOLE DOLLARS ONLY Cash or Check – include check number Distribute “Total Gift” amount to designated charities
PLEDGE CARD IMPERATIVES MIDDLE SECTION – CONTRIBUTION INFO: Make sure charity codes are LEGIBLE Make sure charity designations add up to “Total Gift” Can designate to any number of charities – if more than 5, write “CONTINUED” on pledge cards and turn in together with ONE TOTAL Donors may NOT turn in more than one Payroll Deduction to the Payroll Office
PLEDGE CARD IMPERATIVES BOTTOM SECTION: Information Release – anything filled out in this square will be released to designated charities – only fill out if donor wants recognition Incentive Award Options – check box if donor DOES NOT WANT incentive/thank you gift Payroll Deduction Authorization – MUST BE SIGNED if donor uses Payroll Deduction No signature necessary if cash/check donation
PLEDGE CARD IMPERATIVES Ask donors to press down hard when writing on pledge cards! Three copies of pledge cards: Pink copy is torn off for donor’s receipt White and yellow copies are turned in to CFC office Attach cash/checks to each individual pledge card using paper clips, NOT staples Pledge cards that will be turned away: Payroll Deduction with no signature, no SSN Illegible SSN Illegible charity code
PLEASE REMEMBER: NATIONAL GUARD RESERVISTS CONTRACTORS CASH/CHECK ONLY! 10% of all pledges are uncollectible
KEYPERSON REPORT Electronic version will be emailed Separate pledge cards by Payroll Deduction and Cash – list separately Have pledge cards in same order as listed on Keyperson Report Count your money! Amounts MUST match.
TURN-IN IMPERATIVES KEEP YOUR OWN RECORDS OF TURN-INS! MAKE SURE YOUR RECORDS MATCH YOUR RECEIPTS. DO NOT HOLD ONTO CASH/CHECKS! TURN CASH IN AS SOON AS YOU CAN. CALL THE OFFICE STAFF FOR AN APPOINTMENT – NO WAITING, NO INTERRUPTIONS! CALL 706-545-9487 / 9782
ePledge Process Combined Federal Campaign option added to MyPay Main Menu
ePledge Process Donor selects “Add New Contribution”
ePledge Process Key Training Point 1.The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel. Those donors must be provided their 4-digit Campaign Code 2.All other donors’ campaign information will be automatically populated 4-Digit Campaign Code: 0214
ePledge Process Entering an invalid campaign code will result in an error message
ePledge Process 1.Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing 2.Other donors will not see this screen
ePledge Process Donor selects donation amount per pay period/month Key Training Point Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form
ePledge Process Donors can search for charities in multiple ways. The donor can specify the 5- digit Charity Code.
ePledge Process The donor can search for a specific charity by name.
ePledge Process The donor can search for a charity by service type
ePledge Process The donor can also search for charities using Administrative Overhead rate and/or by Keyword The donor can search for Local, National, or International Charities
ePledge Process The donor can select charities or return to search for additional charities Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms
ePledge Process The donor enters the per pay period or per month donation amount
ePledge Process Balance remaining is automatically calculated Donor has the option to continue or add / delete charities
ePledge Process Pledge summary is displayed; undesignated funds are automatically calculated and displayed Key Training Point For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office!
IMPORTANT Project Officers and Keypersons MUST tell donors how to identify their workplace In the grey box on this postcard, tell donor what to put into MyPay form Handwrite or print stickers to fit in the space
ePledge Process Final review and opportunity for donor to confirm intent
ePledge Process Key Training Point No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping.
ePledge Process Donor receipt copy. Up to five charities are listed on Page 1
ePledge Process Additional donation information
Key Training Point Recap 1.The ‘Campaign Search’ screen will only be shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians. OUR 4-DIGIT CAMPAIGN CODE: 0214 2.Donors must be trained to enter their Command/Unit or Federal Agency/Office name for pledges to be properly credited. Use the postcards to market electronic giving and remind donor of specific office/unit name to use! 3.There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records.
INCENTIVE GIFTS Pen / Highlighter: $100 - $239 Travel Coffee Cup: $240 - $499 Eagle: $500 - $999 Leadership Eagle: $1000 + Pens and Coffee Cups will be issued immediately MyPay reports will run weekly – Keyperson will be contacted to pick up any earned gifts Key Person will be called to pick up Eagles Please distribute to donors ASAP!
CFC 101 Meet with CFC staff – develop timeline Coordinate any events Make the “ask” – encourage MyPay! Follow up on stragglers Compile pledge cards into cash or payroll deductions Write up Keyperson Reports Tally reports for Batch Envelopes Call CFC office for turn-in appointment: 545-9487 Turn in pledges, get receipt Keep your own turn-in records! Distribute incentive gifts, thank donors JOB WELL DONE!
UNIT COMPETITION Most Improved Highest Average Donation Commander’s Award – combination of Most Improved, Most Money Raised and Highest Participation Rate Individual Leadership Awards for exemplary Keypersons & Project Officers
CFC OFFICE INFORMATION Location: 2 nd Floor of Wells Fargo Bank Building, 109 Wold Ave, Bldg 109, Ft. Benning Across from Sayers Library and near Combatives School Park on street in rear of building Turn-in appointment hours from 9 - 11:30 am and 1 – 4 pm Contacts: Laura Walker, CFC Manager: 545-9782 CFC Office Staff: 545-9487 MATERIAL PICKUP Pick up brochures, pledge cards, postcards and batch envelopes at CFC office Know how many employees/trainees you’ll be soliciting
No person was ever honored for what he received. Honor has been the reward for what he gave. -Calvin Coolidge THANK YOU VERY MUCH!!