2018 CFC Charity Participation Guide

Transcription

1 2018 CFC Charity Participation Guide

2 Thank you for your interest in the Combined Federal Campaign. Your work empowers and inspires the generosity of the Federal community. 2

3 Agenda About the CFC CFC 101 Learn about the history and tradition of the CFC and some exciting new changes to the campaign for 2017 Active Campaign Understand the role you will play during the campaign 02 Pre-Campaign Benefits of Participation Steps for Applying Discover the tasks that need to be accomplished before the campaign can kick off 04 Campaign Culmination Yes, you even have some responsibilities after the campaign ends! Keyworker Training What to Expect as a CFC Charity 05 Participate in this train-the-trainer session so you will be able to train your Keyworkers 3

4 4 About the CFC

5 Overview One of the largest and most successful workplace fundraising campaigns in the world. Since 1961, the CFC has raised more than $8.2 billion to help those in need. Federal employees, retirees and even some contractors choose from thousands of vetted charities to support. Federal employees are also invited to pledge volunteer hours to CFC charities. 5

6 CFC Timeline History President Kennedy signed Executive Order paving the way for a combined campaign. Pilot programs of combined campaigns were tested in six cities. The CFC was fully implemented nationwide. 6

7 CFC Timeline Today ,000+ Federal employees raised more than $167 million for 20,000+ charities New regulations in effect governing the campaign. $8.2B Contributed since

8 How the CFC Works Charities Beneficiaries Decide Choose Select Charities Beneficiaries to donate online or with a pledge form one or more organizations supporting your cause a payment method receive funds during the year are given help + hope 8

9 The CFC enables me to make donations to the organizations that matter to me the most. There are [thousands of] charities to choose from, so I know the organizations that are important to me are available. And I can choose multiple organizations to donate to, in one easy deduction. Mary Coats National Institutes of Health 9

10 Benefits of Participation 10

11 It s the only avenue for nonprofits wishing to reach the more than 9 million potential donors in the Federal community. 11

12 Due to the combined efforts, the CFC maintains a low overhead rate, making it an effective way to attract new donors and raise money. 12

13 CFC donations are unrestricted funds received throughout the year, allowing nonprofits to respond effectively to community needs. 13

14 Campaign events provide the opportunity for charities to meet with potential donors and educate them on the importance of the CFC to participating charities. 14

15 Donors are now invited to pledge volunteer hours to participating charities. 15

16 We must all remember at some point, we needed a little help. The CFC allows Federal employees to return the favor some of us were granted. Sgt. Charles C. Nelson Jr., U.S. Capitol Police 16

17 017 Steps for Applying

18 Step 1: Prepare Information Gather supporting documentation, which may include: IRS determination letter IRS 990 Financial statements (audit or review) Note: required application documents are based on your charity type Identify your charity type, affiliation type, and application and listing fees 18

19 TIP: Understanding your Charity Type Federations A group of at least 15 voluntary charitable human health and welfare organizations created to supply common fundraising, administrative, and management services to its constituent members Family Support and Youth Activities (FSYAs)/ Family Support and Youth Programs (FSYPs) An organization on a domestic (in the case of FSYAs) or non-domestic (in the case of FSYPs) military installation recognized by the Department of Defense as providing programs for military families on the installation Independent Organizations/ Members of Federations All other organizations, both those that are members of one of the federations and those that are not (a.k.a. unaffiliated, or independent, organizations) 19

20 TIP: Understanding your Charity Affiliation Local Maintain a substantial local presence and provide services in the campaign zone to which they apply Services provided during the calendar year immediately preceding the start of the campaign's application year National/International Provide services in 15 different U.S. states and/or one foreign country Services provided over the three-year period immediately preceding the start of the campaign's application year International Provide services either exclusively or in a substantial preponderance to persons in areas outside of the United States Must provide evidence of services in at least one foreign country over the three-year period immediately preceding the start of the campaign's application year 20

21 TIP: Understanding the Fee Structure Application Fee All charities applying for participation in the CFC must pay a non-refundable Application Fee, which is due at the time the application is submitted. Applications that do not include payment at the time of submission will not be processed. Charities that are denied or withdraw will not have their fees refunded. Listing Fee Charities that are approved for participation must pay a mandatory Listing Fee which must be paid before the listing window closes. Approved organizations that have not paid the fee by that date will not be listed in either the 2018 CFC Charity database or printed materials. Pledges will not be collected for unpaid organizations. There are no waivers of the fee and requests for reconsideration will not be considered. Distribution Fee A distribution fee may be assessed against pledges received should the application and listing fees not cover all the costs of the campaign. The distribution will not be determined until after the end of the campaign. 21

22 Step 2: Complete Application View the OPM application training ( Visit cfccharities.opm.gov to begin your application. The online system saves everything, so you can come back to edit or complete later. Utilize the completeness review checklist provided by OPM. There is no completeness review by OPM. Ensure information is correct once application fee payment is submitted, information cannot be changed. TIP: Designating your Charity Contacts The addresses entered are the only way in which OPM will communicate with your charity throughout the application process. Ensure these contacts remain active. OPM urges organizations to provide multiple addresses and monitor all for updates. 22

23 Step 3: Waiting Period 23

24 Step 4: Notification OPM notifies charities using the charity contact (s) provided in the application either approved or denied. Organizations that are denied will be given information about how to appeal. APPROVED OR DENIED/ APPEAL 24

25 Step 5: Listing Information + Payment Once approved, pay the listing fee and provide listing information: Charity logo 25 word statement Phone Number AFR NTEE Codes Volunteer details will you accept volunteer hours? Approved charities will not be eligible to receive funds until listing fee is paid. 25

26 The CFC is important to me for many reasons, but the main reason is that it is so easy and efficient to use the payroll deduction option. I know my contributions are going where I want them to go, and that those charities can depend on receiving my contributions on a regular basis. Manning Pellanda, U.S. Department of Health and Human Services 26

27 What to Expect as a CFC Charity 27

28 Monetary donations and pledges for volunteer hours. 28

29 Invitations to participate in campaign events. 29

30 Ability to monitor pledge progress in the portal during the campaign. 30

31 TIP: Understanding 2017 Campaign Reports 2017 Designation Summary Log in to cfccharities.opm.gov. Access your 2017 Designation Report. Data Approved charities that have paid the application and listing fee can see daily reports on designations. Data includes monetary donations and pledges for volunteer time (if applicable). The 2017 campaign ends on Jan. 12, Decision Window Paper pledge forms must be postmarked by Jan. 12, There may be some contributions recorded after this date when those arrive at the CFC Processing Center. Your organization has until Jan. 31, 2018, to submit its new application and fee for

32 Initial disbursements and donor information (for those that opted to provide) in April following the campaign. 32

33 NOTE All charity communications will be conducted electronically using the charity contact information provided on the application. Organizations are urged to list at least two contacts and monitor both accounts. 33

34 The CFC gives hope and strength, and it reminds us that compassion lifts spirits of those less fortunate. Mirela Bruk, Broadcasting Board of Governors 34

35 THANK YOU For more information, contact: Visit CFC Charities Website ( CFC Charities