employee express giving training

2014

Employee Express Giving Training

Online Giving

2

Online: Employee Express CFC Module Training Giving Reporting

Online Giving

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CFC is moving towards 100% online giving

Why:Increased donor confidentiality Reduced administrative workload Reduced possibility of administrative errors associated with

paper pledge form processingReduces campaign costs

Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities

Giving Methods

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Reoccurring Gift:

Payroll Deduction – 90% of campaign

Employee Express – Participating Federal agencies

CFC-EEX is not mandatory for CFC pledges.

CFC-EEX is another option for the Federal donor in agencies using EEX.

Employees utilizing CFC-EEX E-Pledge should not submit an additional paper pledge form for their payroll deduction pledge.

Giving Methods

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Participating Agencies Administrative Conference of the United StatesAdvisory Council on Historic PreservationAfrican Development FoundationAmerican Battle Monuments CommissionAppraisal Subcommittee-Federal FinancialInstitutions Exam CouncilArctic Research Commission Barry M. Goldwater Scholarship and Excellence inEducation FoundationChristopher Columbus Fellowship FoundationCommission for the Preservation of America'sHeritage AbroadCommission of Fine ArtsCommission on Weapons of Mass DestructionCommittee for Purchase from People Who are Blindor Severely DisabledConsumer Product Safety CommissionCouncil of the Inspector General on Integrity and Efficiency

Giving Methods

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Participating AgenciesDelta Regional AuthorityDepartment of Education Department of StateDepartment of the InteriorDepartment of Transportation Dwight D. Eisenhower Memorial CommissionElection Assistance CommissionEnvironmental Protection AgencyEqual Employment Opportunity CommissionExport-Import Bank of the United StatesFederal Energy Regulatory CommissionFederal Labor Relations AuthorityFederal Trade CommissionFinancial Crisis Inquiry CommissionForeign Service AnnuitantsGeneral Services AdministrationHarry S Truman Scholarship FoundationHelping to Enhance the Livelihood of People Around the Globe CommissionInstitute of Museum and Library ServicesInter-American FoundationInternational Trade Commission

Giving Methods

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Participating AgenciesJames Madison Memorial Fellowship FundsJapan-U.S. Friendship CommissionJohn F. Kennedy Center for Performing ArtsMarine Mammal Commission Medicaid and CHIP Payment and Access Commission Medicare Payment Advisory CommissionMillennium Challenge CorporationMorris K. Udall Scholarship Excellence in NationalEnvironmental Policy FoundationNational Aeronautics and Space AdministrationNational Archives and Records AdministrationNational Commission on Fiscal Responsibility and ReformNational Council on DisabilityNational Credit Union AdministrationNational Labor Relations BoardNational Mediation BoardNational Science FoundationNational Transportation Safety BoardNorthern Border Regional Commission Nuclear Regulatory Commission Nuclear Waste Technical Review Board

Giving Methods

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Participating AgenciesOffice of Federal Inspector - Alaska Natural Gas Transportation SystemOffice of Navajo and Hopi Indian RelocationOffice of Personnel ManagementOverseas Private Investment CorporationPension Benefit Guaranty CorporationPrivacy and Civil Liberties Oversight BoardPublic Interest Declassification BoardRailroad Retirement BoardRecovery Act Accountability and Transparency Board Ronald Reagan Centennial CommissionSecurities and Exchange CommissionSelective Service SystemSenate Restaurant AssociatesSocial Security Administration State Justice InstituteStennis Center for Public ServiceSuperior Courts of the District of ColumbiaThrift Investment Board

Giving Methods

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Participating AgenciesU.S. Chemical and Safety Hazard Investigation BoardU.S. China Economic and Security Review CommissionU.S. Commission on International Religious FreedomU.S. Holocaust Memorial MuseumU.S. Institute of PeaceU.S. Interagency Council on HomelessnessU.S. Trade and Development AgencyU.S. Tax CourtValles Caldera TrustVietnam Education Foundation

Giving Methods

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Demonstration Account: available to familiarize Federal users with the CFC-EEX E-Pledge system.

Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444

Local charities for the demo account are in the Atlanta Georgia region

Employee Express Log In Screen

Enter your login ID and

Password then click “Sign In”.

EEX Pledging

11 Thank you for partnering with the CFC!

EEX Pledging

12Thank you for partnering with the CFC!

Select the radio button beside your agency

then click “Submit”

Select Your Federal Agency

EEX Pledging

13

Thank you for partnering with the CFC!

Click the “Combined Federal Campaign” button.

Select CFC as the payroll action

EEX Pledging


Routine Security Message

Click the “Continue to Main Menu” button.

This is the top part of the next screen. Note that

some information may be pre-filled. Also see that this

payroll election becomes active on first pay period in January, 2014 and lasts for

only one calendar year.

Select Your Charity(s) & Dollar Amounts (Top of Page)

EEX Pledging


Pledging

16


This is the middle part of the same page where

you can search for a charitable organization several different ways

(by number, name, service category or composite search.)

Select the related search button to initiate your

search.

Search results will return at the bottom of this same page. (See the

next PowerPoint slide.)

Select Your Charity(s) & Dollar Amounts

Pledging


This is the bottom part of the same page where

search results are presented.

Select your charity(s) by clicking the

“Add to Cart” button(s).

Select Your Charity(s) & Dollar Amounts

Select Your Charity(s) & DollarAmount (Top of Page)

Scroll up to the top part of the same page. Confirm (or enter) your

“Pay Period Contribution” amount, edit the charity(s) you selected (if necessary),

then click “Save Selected Charties and

Continue.”

Pledging


Pledging


This is the top part of the next page.

Confirm your contribution amount and

charity(s) are accurate.

Confirm/Edit Charity or Contribution Amount (Top of Page)

Pledging


This is the bottom part of the final page. Ensure the information entered

is accurate.

Click the “Yes” button if everything is correct

otherwise click “No” if you wish to

change/correct information, charity or contribution amount.

Final Confirmation or Edit(Bottom of Page)

EEX Pledging


A charitable payroll deduction satisfies all

documentation requirements for income tax reporting purposes..

If you wish to receive confirmation of this

payroll action request, enter your email address

and click the “Submit and Return to Main”

button. Otherwise, click the “No Thanks…”

button.

Exit Screen

Thanks You Awards


Available to EVERY contribution no matter the contribution size Online Contributors print a track form and submit it Traditional pledge form – request on pledge form Donors don’t give for the donor gift, they can easily feel slighted if promised

something they don’t receive

Donor Appreciation Award Tracking


PCFO Tracking Form Provided for ECCs & Keyworkers Each KeyWorker keeps a list of their 25 co-workers with a check box

of what gift that donor requests and whether or not they have received it

Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer

Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer

ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger

Donor Appreciation Award Tracking


Get Your Give ON-Line

One time credit card, cash or check Reoccurring Payroll deduction

Federal Agency: ____________________________ Donor: _____________________________

Unit Name: ________________________________ Unit Code:__________________________

Gift Level: General recognition coin I prefer not to receive a donor appreciation gift.

Provided online for donor to print out and submit

Donor Appreciation Award Tracking Ledger


Key Worker Turn-In

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Campaign Reporting

EEX award appreciation confirmation forms are collected and recorded on the envelope. Record names of donors requesting thank you gift on gift ledger.Not all donors submit form so a periodic report will list all donors and keyworkers will note additional thank you award recipients from this list and distribute the thank you gift to those donors as requested.

Donor Gift Request Form

Installatio

n: ____________________________

Do

no

r: _____________________________U

nit N

ame:

____________________U

nit C

od

e:__________________________

Gift L

evel: G

eneral

Silver (one hour’s pay per pay period)

Go

ld (tw

o hour’s pay per pay period)

Eag

le S

ilver Eag

le G

old

en E

agle

I p

refer no

t to receive a d

on

or ap

preciatio

n g

ift.

Reporting Envelope

Turn-In Flow Chart

27Thank you for partnering with the CFC!

There may be a Unit Project Officer (UPO) in larger agencies if desired

LE or PCFO Hub Administrator

EEX Turn-In Preparation

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Collect Thank you appreciation forms weekly EEX pledge thank you gift confirmation form collection ONLY

Collect and verify forms: Ensure donor’s name and e-mail address is included Ensure unit/office code is completed Ensure gift request is completed

Report number of gifts requested on report envelope

Key Worker Turn-Ins


Keyowker records thank you gift requests on reporting envelope

EEX Solicitation Conclusion

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EEX Giving turned off COB Dec 15 (regulations)

All Contributions Received by DPO or UPO: December 16

Ensure CFC Staff has your totals for Awards

Final Turn-ins scheduled with PCFO Dec 16 – 20

Giving Methods

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One Time Gifts: If a EEX agency donor wishes to make a one time gift

they cannot use EEX. They must use either:

Traditional pledge form (hard copy or PDF)

Nexus credit card


Questions?

Q&A:

32


2014

Thank you for leading the CFC!

employee express giving training

Documents

cfc pledges

cfceex epledge

federal donor

charitiesgiving methods

federal agenciescfceex

payroll deduction pledge

additional paper pledge

goldwater scholarship