Welcome 2012Combined Federal Campaign

Training

H.O.O.THELPING OUTSIDE OUR TOUCH

MARD-E

Making A Real Difference - Everywhere

Batch Envelopes

Batch Envelope Instructions

Once you receive your Batch envelopes record each pledge form in numeric order on the front or use the electronic form from website

When each form is returned completed the corresponding information to that pledge is to be recorded accordingly

Once Batch (envelope) is complete reconcile for submission

Make sure with each Batch envelope you return all white & yellow copies from each completed pledge form and all unused pledge forms. If you are missing any pledge forms you MUST fill out and include a discrepancy form to cover each/all missing items. (explain)

Include any Key Worker/Unit Worker Receipt logs

Include a completed gift roster (make copy for yourself) of all donors wishing to receive the corresponding gift so you will have something to reference when distributing gifts back to donors

Reverse side of Batch Envelope

CFC BATCH ENVELOPE INSTRUCTIONS 1. Document your Command/Unit information, your contact information, and write the control numbers in

chronological order in the designated spots on the front of the envelope as soon as possible once you have received your assigned envelope(s).

2. Pledge forms are to be distributed in a closed classroom CFC Brief setting with charity brochures, attendance rosters, PowerPoint (if applicable) and a Unit Coordinator/Command Coordinator supervising.

3. CFC materials are to be respectfully collected back at the end of the brief. ALL Pledge Forms have to be accounted for before submitting your batch envelope as completed/closed. A missing pledge form = missing cash.

a. FYI: Pledge forms returned as VOIDED, due to errors or destruction are not frowned upon. The forms are not reused, only kept for audit purposes to verify cash accountability once the envelope and forms have been turned-in.

4. Complete the addition information on the front of the envelope for completed pledges, please write Void on both the pledge form and corresponding envelope line for Voided pledges. You may leave both the pledge card and line blank for unused pledge forms.

5. PINK COPY a. Donor’s receipt - to be given to the donor at the time of donation. Check the math

accuracy; verify signature and SSN/NAF ID are legible on all copies of allotment pledge cards before separating the receipt.

b. Donor’s completing cash/check pledges are not required to sign or write their SSN/NAF ID.

6. YELLOW COPY a. All Yellow copies must be returned. These are required for annual auditing.

7. WHITE COPY a. Submitted to the donor’s corresponding payroll office, if the completed pledge is for an

allotment. The Command Coordinator is responsible for submitting white copies and corresponding documentation verifying payroll office submission.

b. Individual Cash/Check pledges are to be attached to their corresponding pledge card in chronological order and separated from allotments and blank pledge cards.

8. Eagle Donors – Include completed Eagle Donor Rosters for all Donor levels in each envelope. Donor gifts will be given to Command Coordinator’s for distribution at individuals Command discretion.

a. Each pledge card MUST have box checked as to whether or not individual wants to receive gift award if attained. Example: If donor does not wish to receive recognition check NO RECOGNITION. If no box is checked the CFC Office will assume donor does NOT wish to receive donor gift.

9. QUESTIONS: Contact your Unit/Command Coordinator or the CFC staff at (910) 449-9714 or email the CFC staff at cfconslow@gmail.com.

BEFORE RETURNING THE BATCH ENVELOPE, VERIFY: The math is correct on completed pledge cards.

Pledge Card Allotments have a signature and legible SSN/NAF ID.

Eagle Donor Rosters have been included in the envelope (please make a copy for your records).

Columns on the front of the envelope have been correctly filled in regarding each pledge card and the sums have been calculated and documented in the correct columns as well.

A completed Discrepancy Form has been included if there were any pledge card discrepancies (only one Discrepancy Form is necessary per envelope).

Include a completed Key Worker/Unit Coordinator Receipt Log (please make a copy for your records).

THANK YOU!

Discrepancy FormDiscrepancy Form

Discrepancy Form Pledge Form # _______________

Camp Lejeune/MCAS New River/Onslow County Combined Federal Campaign

Treasurer Date________________ Envelope#_____________________ Name/Signature__________________

Command Coordinator Turn-in _____________ Unit____________________ Name/Signature____________________

Description of Discrepancy

Discrepancy Instructions

Date, Batch envelope # pledge forms are from, Turn-in date, Unit and Command Coordinator printed name and signature.

In the body of the form write the actual pledge form/s number and why they are missing. Missing pledge forms equal missing $’s that is why it is so important to maintain “eyes on” the actual forms.

The Treasurer at Turn-in will then review and sign off , and forward to the Campaign Treasurer for further action.

Gift Roster

Donor Gift Order Form It is the Command Coordinator’s responsibility to track gift requests from PAPER pledge forms and ensure that donors receive requested gifts in a timely manner. Include a Donor Gift Order Form with each reporting envelope during the campaign as pledges qualify. For questions about pledge gifts, contact Samantha Langley at 910-449-9714 or onslowcfcad@gmail.com. Online pledges will be reconciled and given to the Command Coordinators at each corresponding turn-in. Command _______________ Unit___________________ Coordinator/Keyworker________________________ Date_____________________ $300-$499 GIVERS Total # of CFC Pens: ___________ Name $ Pledged Verified by: ___________________ __________ __________ ___________________ __________ __________

___________________ __________ __________

___________________ __________ __________

___________________ __________ __________

$500-$999 GIVERS Total # Silver finish H.O.O.T Coin: __________ Name $ Pledged Verified by: _________________ __________ __________ _________________ __________ __________ _________________ __________ __________ $1000 and above GIVERS Total # of Go2cup 20oz: __________ Name $ Pledged Verified by: ___________________ ___________ ___________ ___________________ ___________ ___________ ___________________ ___________ ___________

Donor level:

Pen: _____ Silver finish coin: _____ Go2cup 20oz:: _____ Name $ Pledged Verified by: ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________ ___________________ __________ __________

Gift Roster Instructions

Fill out all information according to your pledge forms being turned in for reconciliation prior to Turn-in.

Alicia or Samantha from the CFC office will verify against Batch envelopes and issue you the corresponding “gifts” to be distributed back out to your donors.

Recommended you keep a copy of this to know who gets what when you return back to your office.

2012 Pledge Forms

Active Duty Check with Information Release

Fundraising Cash Donation

Active Duty Partial Allotment

EAS 31JUL12

Active Duty Allotment

Civilian Allotment

Make sure each pledge form is filled out correctly and legibly

Each pledge that is for payroll deduction MUST be signed and dated by the donor and MUST include SSN ii military or employee # if civilian

Check or cash donations MUST include date of donation check # these pledge forms do not have to be signed

If military in the box that states Branch of Service (under Military payroll) this means USMC, USN, USCG, USA, USAF not 1/6, 3/2 etc….

Federal agency and Office is where you will place your Unit you are assigned example 1/6 Alpha Company, MCCS Semper Fit….

If choosing a partial allotment the military member must not EAS before 3/31/13. Only members leaving after 4/1/13 and before 12/31/13 can opt for a partial allotment.

If you wish to receive the corresponding gift for your donation you MUST check YES or a gift will NOT be released

If you wish your information to be released to your chosen charity then you must check YES and fill out the required information

If you wish the amount of your gift to be released to your charity of choice then you MUST check the corresponding box

If the Command Coordinator is the responsible agent for turning in pledge forms electing payroll deductions the white copies will be returned to you one after your Batch envelope has been reconciled by a Treasurer.

Pledge Form Recap

Fundraising Events

§ 950.602 Solicitation methods.(a) Employee solicitations shall be conducted during duty hours using methods that permit true voluntary

giving and shall reserve to the individual the option of disclosing any gift or keeping it confidential. Campaign kick-offs, victory events, awards, and other non-solicitation events to build support for the CFC are encouraged.

(b) Special CFC fundraising events, such as raffles, lotteries, auctions, bake sales, carnivals, athletic events, or other activities not specifically provided for in these regulations are permitted during the campaign period if approved by the appropriate agency head or government official, consistent with agency ethics regulations. CFC special fundraising events should be undertaken in the spirit of generating interest in the CFC and be open to all individuals without regard to whether an individual participates in the CFC. Chances to win must be disassociated from amount of contributions, if any. Raffle prizes should be modest in nature and value. Examples of appropriate raffle prizes may include opportunities for lunch with Agency Officials, agency parking spaces for a specific time period, and gifts of minimal financial value. Any special CFC fundraising event and prize or gift should be approved in advance by the Agency's ethics official.

(c) In all approved special fundraising events the donor must have the option of designating to a specific participating organization or federation or be advised that the donation will be counted as an undesignated contribution and distributed according to these regulations.

[60 FR 57890, Nov. 24, 1995, as amended at 71 FR 67289, Nov. 20, 2006]

If you are planning a fundraising event you must get prior approval thru Base/Command and the

CFC Office.

Weekly Receipt Logs

CAMP LEJEUNE/MCAS NEW RIVER/ONSLOW COUNTY CFC UNIT COORDINATOR WEEKLY RECEIPT LOG

Date: ____________________________________ Command: _______________________________Unit: ______________________________ Unit Coordinator (Name and Rank): ___________________________Phone:____________ Unit Strength: _________________________ Number of Keyworkers for Unit: ________ TOTAL PERSONNEL SOLICITED Total from last week:_______________________ Number this week:__________________________ Cumulative total:___________________________ ALLOTMENT CONTRIBUTIONS Cumulative number from last week: __________ Total $ from last week: $_________ Number this week: __________ This week’s contribution: $_________ Cumulative campaign total: __________ Cumulative total $: $_________ CASH CONTRIBUTIONS Cumulative number from last week: __________ Total $ from last week: $_________ Number this week: __________ This week’s contribution: $_________ Cumulative campaign total: __________ Cumulative total $: $_________ TOTAL PERSONNEL CONTRIBUTED TOTAL MONIES DONATED (from total allotment and total cash contributors above) (from total allotment and total cash contributions above)

Cumulative number from last week: __________ Total from last week: $__________ Total this week: __________ Total this week: $__________ Cumulative total: __________ Cumulative total: $__________ RECEIVED THIS DATE: __________________________

CAMP LEJEUNE/MCAS NEW RIVER/ONSLOW COUNTY CFC COMMAND COORDINATOR RECEIPT LOG

Command: _______________________________Date: ______________________________ Command Coordinator (Name and Rank): ______________________Phone: ___________ Command Strength: ___________________ Number of Unit Coordinators: ___________ TOTAL PERSONNEL SOLICITED Total from last week:_______________________ Number this week:__________________________ Cumulative total:___________________________ ALLOTMENT CONTRIBUTIONS Cumulative number from last week: __________ Total $ from last week: $_________ Number this week: __________ This week’s contribution: $_________ On-line pledge count: __________ This week’s on-line total: $_________ Cumulative campaign total: __________ Cumulative total $: $_________ CASH CONTRIBUTIONS Cumulative number from last week: __________ Total $ from last week: $__________ Number this week: __________ This weeks contribution: $__________ Cumulative campaign total: __________ Cumulative total $: $__________ TOTAL PERSONNEL CONTRIBUTED TOTAL MONIES DONATED (from total allotment and total cash contributors above) (from total allotment and total cash contributions above)

Cumulative number from last week: __________ Total from last week: $__________ Total this week: __________ Total this week: $__________ Cumulative total: __________ Cumulative total: $__________ RECEIVED THIS DATE: __________________________

Weekly Log Instructions

Filled out and submitted to the Campaign Treasurer at Turn-ins. (Darnita may require weekly communication of numbers for reporting purposes)

Unit Coordinators and Key workers logs are exactly the same however; the Command Coordinator has a spot to include any on-line pledge’s that were received into the CFC Office.

The CFC Office will report any on-line pledges for your Command to the Campaign Treasurer however; for your record keeping purposes please make sure you add these amounts to your logs. Our office will email you the day prior to Turn-in date with a break down of any on-line pledges rec’d that week.

You will be responsible for turning in these on-line pledges to your IPAC should you be the responsible agent for doing so.

On-Line PledgesOn-line pledge

Emailed copy of receipt

Forms for use available on websitewww.onslowcountycfc.org

E Batch Military 50ct

E-Batch Military 25ct

E-Batch CIV 50ct

E-Batch CIV 25ct

Discrepancy Form

Brief Attendance Roster

Key Worker Receipt Log

Unit Coordinator Receipt Log

Command Coordinator Receipt Log

Alphabetical Listing of Charities

Top of the page drop down box under :

VolunteerTraining

www.onslowcountycfc.org

Type Batch number in Plug you first # in pledge

form sequence it will automatically populate 50 (we also have a version loaded on the website for 25 as well)

Fill in Command and Unit When using the Gift Donor

box place V, H or S and it will automatically populate totals down in Gift section as well

06-11 Totals by CommandEmployer Category 2006 2007 2008 2009 2010 2011

2d Mar Div $.00 $.00 $.00 $.00 $188,530.07 $172,900.48

2D MLG $.00 $.00 $.00 $.00 $101,945.46 $100,103.71

Camp Johnson/MCCSSS $108,933.44 $213,825.93 $201,181.63 $181,671.24 $35,052.68 $31,446.14

Courthouse Bay $.00 $.00 $.00 $.00 $6,064.02 $10,071.84

Dependent Schools $.00 $.00 $.00 $.00 $38,969.56 $39,051.04

II MEF $.00 $.00 $.00 $.00 $62,774.72 $52,565.44

JMTC $.00 $.00 $.00 $.00 $12,669.08 $8,224.80

Marine Corps Base/MCI-East $.00 $.00 $.00 $.00 $30,569.98 $15,980.72

MARSOC $.00 $.00 $.00 $.00 $37,354.30 $26,586.16

MCAS New River $.00 $.00 $.00 $.00 $58,350.00 $77,098.59

MCB MANPOWER CIVIL SERVICE $.00 $.00 $.00 $.00 $89,284.41 $114,179.94

NAF HRO MCCS $73,703.68 $112,932.79 $126,029.82 $135,397.62 $83,228.96 $114,209.98

Naval Hospital Camp Lejeune $.00 $.00 $.00 $.00 $65,159.75 $75,142.40

Postal Service $.00 $2,282.00 $2,256.00 $1,820.00 $1,528.00 $2,884.00

SOI-EAST $.00 $.00 $.00 $.00 $147,938.06 $87,063.88

TSA $130.00 $910.00 $1,014.00 $234.00 $573.00 $624.00

Wounded Warrior Bn $.00 $.00 $.00 $.00 $1,700.00 $1,378.00

North Carolina Break Downdown

$274,070.00

$929,515.00

$200,098.00

$1,352,609.00

$2,524,683.00

$93,134.00

$4,946,854.00

$1,857,944.00

$755,595.00

No Coverage

Onslow County’s March towards to a Million

Pop Stat reports:Total Active Duty 42,141Total Civilian Service (appropriated) 3,520Total Civilian (Non-Appropriated) 2,662

Potential Donors Grand Total: 48,323

$1,000,000.00 / 48,823 = $20.69 per potential donor to make the $1,000,000.00

Visionary Gift$1,000 or more

Humanitarian Gift$500 - $999

Samaritan Gift$300 - $499

I-mark writing instrument with full

lifetime warranty and ink refill replacement

20oz hot/cold 2gocup

2012 Donor Gifts

??? QUESTIONS ???