CFCEEX Procedures

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CFC/EEX Procedures

• Campaigning
• Coordinators will market CFC/EEX along with their
  usual CFC marketing (through email, posters,
  meetings, etc.)
• Coordinators will receive the same number of
  supplies as they normally would. Online pledging
  is completely optional, and that should be the
  message throughout the campaign.
• Donors will receive their thank-you pen by
  showing a printed receipt of their online
  donation in lieu of a pledge card. Donors can
  cross out their donation amount for increased
  privacy.

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CFC/EEX Procedures

• Reporting
• Coordinators can request an EEX report at any
  point in the campaign via an email or phone call
  to Leslie. Leslie will issue the report within 2
  business days.
• Reports will consist of the total number of
  donors and the total number of dollars donated.
  Reports will not break down donations by each
  individual. Coordinators and Keyworkers should
  continue to pursue the 100 Consideration goal
  by noting if someone reports that they donated
  online, so that the person is not asked to
  contribute multiple times.
• Coordinators are encouraged to request a final
  report at the conclusion of their campaign.

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CFC/EEX Procedures

• Support
• Coordinators can contact their Specialist or
  Leslie Morrison (503-226-9557) with any questions
  about how to market EEX, how to request EEX
  reports, or the online charity list.
• Coordinators can contact the EEX helpline with
  questions about the EEX software or login,
  478-757-3030.

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CFC/EEX How-To
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Employee Express Main Menu
Click here to get started.
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Employee Express CFC Menu

• You can only search 1 of 4 ways
• Charity Code
• or
• Charity Name
• or
• Character Organization Category (Taxonomy)
• or
• Composite Search Administrative Overhead /
  Keyword / or Organization Category

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Employee Express CFC Menu
Search results will appear here. Also notice
that it reiterates the type of search that was
conducted (Charity Code, Charity Name, Taxonomy
or Composite) Also, notice that there are 277
matches found. Click on gt to go to the next
page. Click on the gt to go to the last page.
Or click All to see all the charities on one
page. (This might take a while to load.)
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Employee Express CFC Menu
Select the charities that you wish to give to by
adding them to your card.
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Employee Express CFC Menu
You can select as many charities as you wish. (1
at a time) Once you have all your charities
Save them.
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Employee Express CFC Menu
Enter in the TOTAL amount per Pay Period. (The
amount to be deducted per pay check) The system
will calculate how much you have to spend for the
year. Enter in the amount per Charity for the
entire year.

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Employee Express CFC Menu
If you do not spend your total CFC Gift, it will
be treated as an Undesignated Amount. The
Undesignated Amount will be distributed to all of
the organizations in the CFC brochure in the same
proportion as they receive the designations. Sam
e as in years past it will not go to overhead.

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Employee Express CFC Menu
The system automatically defaults to No
Neither If you would like your amount
released to the Charity, select Yes. If you
would like your name released to the Charity,
select Yes.
Enter in your work e-mail address, work phone
number, work street address agency.

If you would like your contact information (Home
address or home e-mail) released to the Charity,
select Yes.

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Employee Express CFC Menu
Youre done!!! Just confirm the information
click Yes.
If you see something that needs to be changed,
just click No. go back change it.
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CFC/EEX How To contd

• Just as on a regular pledge form, donors will
  select how much per pay period to deduct.
• Donors will receive a statement/receipt from the
  system once their pledge is completed.
• Pledges can be modified until the end of the
  campaign (December 15th).

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CFC/EEX

• Questions?