Memos
2021 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2021-01 | 01/29/2021 | 2021 CFC Application Extension |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2020 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2020-03 | 11/5/2020 | 2021 CFC Schedule of Application and Listing Fees |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2019
| Number | Date | Subject |
|---|---|---|
| 2019-07 | 11/8/2019 | 2020 CFC Schedule of Application and Listing Fees |
| 2019-05 | 8/5/2019 | Retiree Service on the Local Federal Coordinating Committees |
| 7/9/2019 | 2019 Combined Federal Campaign | |
| 2019-03 | 2/5/2019 | 2018 Campaign Solicitation Period Extension |
| 2019-02 | 1/31/2019 | 2019 Application Deadline for the Combined Federal Campaign |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2018
| Number | Date | Subject |
|---|---|---|
| 2018-11 | 12/19/2018 | CFC Activities During a Lapse of Appropriations |
| 2018-10 | 11/8/2018 | 2019 CFC Schedule of Application and Listing Fees |
| 2018-09 | 10/26/2018 | CFC Application Standards- Areas of Service |
| 2018-08 | 9/12/2018 | Guidance on Donor Acknowledgements |
| 2018-06 | 4/6/2018 | 2017 Campaign Disbursements |
| 2018-05 | 3/28/2018 | Outreach Coordinator Requirements and CPAR Update |
| 2018-04 | 2/22/2018 | 2018 CFC Payroll Deductions |
| 2018-03 | 2/6/2018 | CFC Designations and Actual Disbursements to Wounded Warriors in Action for 2015 CFC - FINAL REQUEST |
| 2018-02 | 2/2/2018 | 2018 Combined Federal Campaign Compliance Program |
| 2018-01 | 1/22/2018 | CFC Activities During a Lapse of Appropriations |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2017
| Number | Date | Subject |
|---|---|---|
| 2017-10 | 12/15/2017 | CFC APPLICATION STANDARDS: Family Services and Youth Activities/Programs (FSYA/FSYP) Organizations |
| 2017-09 | 12/15/2017 | CFC APPLICATION STANDARDS: de minimis Services |
| 2017-08 | 12/15/2017 | CFC APPLICATION STANDARDS: DBA Names |
| 2017-07 | 12/15/2017 | CFC APPLICATION STANDARDS: IRS Form 990 Requirements |
| 2017-06(2) | 12/15/2017 | CFC APPLICATION STANDARDS: Section 501(c)(3) Tax-Exemption Categories and Verification, and Application Address Requirements |
| 2017-06(1) | 11/29/2017 | Online Donation System Update |
| 2017-05 | 11/9/2017 | 2018 CFC Schedule of Application and Listing Fees |
| 2017-04 | 10/16/2017 | 2017 CFC Charity List, National/International Part |
| 2017-03 | 9/14/2017 | 2016 Campaign Records |
| 2017-02 | 6/15/2017 | Implementation of New CFC Rules for 2017 Campaign |
| 2017-01 | 3/21/2017 | 2017 Combined Federal Campaign Compliance Program and Audit Guide |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2016 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2016-09 | 12/1/2016 | 2017 Annual Training Expenses |
| 2016-08 | 11/30/2016 | 2017 Application Templates |
| 2016-07 | 11/29/2016 | Local Federation Applications |
| 2016-06 | 11/9/2016 | 2017 CFC Schedule of Application and Listing Fees |
| 2016-05 | 9/27/2016 | CFC Activities During A Lapse of Appropriations |
| 2016-04 | 8/2/2016 | NTEE Codes in Printed Materials |
| 2016-03 | 7/22/2016 | 2016 CFC Charity List, National/International Part |
| 2016-02 | 5/20/2016 | 2016 CFC Model Pledge Form |
| 2016-01 | 4/18/2016 | 2016 Combined Federal Campaign Compliance Program and Audit Guide |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2015
| Number | Date | Subject |
|---|---|---|
| 2015-08 | 12/16/15 | Combined Federal Campaign Section 501(C)(3) Tax-Exemption Categories And Verification, Coding Requirements, and Application Address Requirements |
| 2015-07 | 12/15/15 | Charitable Organization Local Presence |
| 2015-06 | 9/25/15 | CFC Activities During a Lapse of Appropriations |
| 2015-05 | 8/14/15 | 2016 Local Federation Processes |
| 2015-04 | 7/17/15 | 2015 CFC Charity List, National/International part |
| 2015-03 | 6/4/15 | 2015 CFC Model Pledge Form |
| 2015-02 | 3/18/15 | 2015 CFC Compliance Program and Audit Guide |
| 2015-01 | 1/20/15 | Proposed 2016 CFC Zones |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2014
| Number | Date | Subject |
|---|---|---|
| 2014-07 | 11/07/14 | 2015 CFC Local Federation Processes |
| 2014-06 | 9/30/14 | Adjacent and Statewide Presence |
| 2014-05 | 7/15/14 | Advertising and Marketing |
| 2014-04 | 7/11/14 | CFC Charity List, National/International Part |
| 2014-03 | 7/11/14 | CFC All-Aroung Giving |
| 2014-02 | 05/13/14 | 2014 CFC Model Pledge Form |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2013 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2013-04 | 06/27/2013 | Campaign Expenses |
| 2013-03 | 04/16/2013 | 2013 CFC Model Pledge Form |
| 2013-02 | 01/05/2013 | RIN 3206-AM68 Proposed Rule Posted for Public Comment |
| 2013-01 | 2/19/2013 | 2013 CFC Compliance Program and Audit Guide |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.
2000-2012 CFC Memos
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2012 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2012-05 | 8/23/12 | Pro Forma IRS Form 990 Requirements |
| 2012-04 | 7/13/12 | 2012 CFC Charity List, National/International Part |
| 2012-03 | 5/17/12 | Eligibility Guidance (Audited Financial Statements, Administrative and Fundraising Rates, and Revisions to CFC Application Documents |
| 2012-02 | 5/15/12 | 2012 CFC Model Pledge Form |
| Attachments | ||
| 2012-01 | 3/8/12 | 2012 CFC Audit Guidance |
2011 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2011-07 | 11/10/11 | Ethics and the Combined Federal Campaign |
| 2011-06 | 08/18/11 | Credit Card Giving in the Combined Federal Campaign |
| 2011-05 | 07/15/11 | 2011 CFC Charity List, National/International Part |
| 2011-04 | 05/23/11 | 2011 CFC Model Pledge Form |
| 2011-03 | 05/20/11 | Alternative Logo Usage |
| 2011-02 | 03/03/11 | 2011 CFC Audit Guide |
| 2011-01 | 03/01/11 | Family Support and Youth Activities/Morale Welfare and Recreation Organization Requirements |
2010 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2010-05 | 09/22/10 | IRS Form 990 Requirements |
| 2010-04 | 07/29/10 | 2010 CFC Charity List, National/International Part |
| 2010-03 | 04/15/10 | 2010 CFC Model Pledge Form Attachment |
| 2010-02 | 01/22/10 | 2010 Annual CFC E-Technology Status Report and E-Technology Request Form |
| 2010-01 | 01/12/10 | 2010 Combined Federal Campaign Compliance Program and Audit Guide |
2009 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2009-08 | 10/01/09 | CFC Memorandum 2009-08 REVISED IRS FORM 990 |
| 2009-07 | 06/23/09 | CFC Memorandum 2009 - 7 CFC Charity List, National/International Part |
| 2009-06 | 05/18/09 | Local Campaign Responsibility to Protect Personally Identifiable Information and Other Sensitive Information |
| 2009-05 | 04/02/09 | 2009 CFC Model Pledge Form |
| 2009-04 | 03/25/09 | Combined Federal Campaign Section 501(C)(3) Tax-Exemption Verification |
| 2009-03 | 03/13/09 | CFC Memorandum 2009-3 Audit Guide |
| 2009-02 | 01/27/09 | Revised IRS Form 990 |
| 2009-01 | 01/14/09 | 2009 Annual CFC E-Technology Status Report And E-Technology Request Form |
2008 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2008-10 | 11/26/08 | Guidance on Local CFC Applications |
| 2008-09 | 11/14/08 | One-time Payments, CFC Audit Expense Reimbursement, and Administrative Expense Reimbursement |
| 2008-08 | 11/13/08 | Guidance on National/International CFC Applications |
| 2008-07 | 09/08/08 | Authorization for Advance Disbursements of Cash/Check Contributions Towards Hurricane Gustav Relief |
| 2008-06 | 06/25/08 | 2008 CFC Charity List, National/International Part |
| 2008-05 | 05/28/08 | 2008 Annual CFC E-Technology Status Report And E-Technology Request Form |
| 2008-04 | 04/11/08 | 2008 CFC Model Pledge Form |
| 2008-03 | 03/18/08 | IRS Notice 2008-16 Record Keeping Requirements For Substantiating a Donor's Tax Deduction |
| 2008-02 | 02/11/08 | 2008 Combined Federal Campaign Compliance Program and Audit Guide |
| 2008-01 | 02/04/08 | Combined Federal Campaign (CFC) Director |
2007 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2007-12 | 12/19/07 | Handling of Receipts Designated to Defunct Organizations |
| 2007-11 | 10/26/07 | Signatures on E-IRS Forms 990 |
| 2007-10 | 10/11/07 | Additions to 2007 CFC National/International Charity List |
| 2007-9 | 10/05/07 | 2007 CFC Solicitation Period Extension |
| 2007-8 | 10/01/07 | Use Of Social Security Numbers And Employee Identification Numbers For Civilian, Military And Postal Employees |
| 2007-7 | 09/12/07 | Data Request for Administrative and Fundraising Rates |
| 2007-6 | 08/02/07 | Revised 2007 CFC National Charity List |
| 2007-5 | 07/10/07 | 2007 Annual CFC E-Technology Status Report And E-Technology Request Form |
| 2007-4 | 06/29/07 | CFC 2007 Charity List, National/International Part |
| 2007-3 | 04/26/07 | Training And Marketing To Introduce The New Five-Digit Charity Codes In The 2007 CFC Campaign And Related Administrative Issues |
| 2007-2 | 04/26/07 | 2007 CFC Model Pledge Form |
| 2007-1 | 02/23/07 | CFC Compilance Program and Audit Guide |
2006 CFC Memos
2005 CFC Memos
2004 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2004-12 | 11/24/04 | Guidance on Compliance with the Anti-terrorism Certification |
| 2004-11 | 09/13/04 | Guidance on 2005 Local CFC Eligibility Requirements |
| 2004-10 | 09/13/04 | Guidance on 2005 CFC National/International Eligibility Requirements |
| 2004-09 | 07/30/04 | 2004 CFC National/International List |
| 2004-08 | 07/23/04 | Reporting And Accountability In The Combined Federal Campaign (CFC) |
| 2004-07 | 06/23/04 | 2004 CFC Model Pledge Card |
| 2004-06 | 04/29/04 | 2003 CFC Award Recipients |
| 2004-05 | 03/15/04 | PCFO Procedures for Tracking Funds |
| 2004-04 | 05/06/04 | 2004 CFC Audit Guide |
| 2004-03 | 03/26/04 | 2003 CFC Heroes and Innovators |
| 2004-02 | 01/22/04 | Handling of Requests for CFC Records under the Freedom of Information Act |
| 2004-01 | 01/04/04 | Additional Costs Incurred for Audits |
2003 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2003-12 | 11/21/03 | Release of CFC 2004 National/International Applications |
| 2003-11 | 11/03/03 | EFT, CFC Bank Accounts and Overlapping Disbursements |
| 2003-10 | 10/03/03 | New Certification for 2004 CFC Application on Anti-Terrorism Guidelines |
| 2003-9 | 09/03/03 | CFC Applications and Use of Standard Formats and Checklists for Documenting Service Requirements |
| 2003-8 | 08/01/03 | 2003 CFC National/International List |
| 2003-7 | 07/29/03 | Verification of CFC participating charities with U.S. Government List of Foreign Terrorist Organizations or Supporters of Terrorism |
| 2003-6 | 06/02/03 | 2003 Model Pledge Card |
| 2003-5 | 04/17/03 | Combined Federal Campaign Compliance Program and Audit Guide |
| 2003-4 | 02/11/03 | PCFO Procedures for Tracking CFC Receipts |
| 2003-3 | 02/04/03 | 2002 CFC Heroes |
| 2003-2 | 01/17/03 | Electronic CFC Reporting Form 1417 Release of Donor Lists |
| 2003-1 | 01/07/03 | Reconciliation of the IRS Form 990 and Audited Financial Statements |
2002 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2002-15 | 09/03/02 | Integrity of the Process |
| 2002-14 | 12/05/02 | Amendment and Clarification to Memorandum 2002-13 |
| 2002-13 | 11/13/02 | Modification to 2003 Application for National and Local Federations |
| 2002-12 | 11/20/02 | CFC Audit Guidelines and Oversight |
| 2002-11 | 09/04/02 | Official Guidance - Solicitation of Deployed Troops |
| 2002-10 | 08/14/02 | CFC Eligibility and Appeals Review Guidance |
| 2002-9 | 08/14/02 | The USA Freedom Corps |
| 2002-8 | 07/22/02 | 2002 CFC National List |
| 2002-7 | 07/03/02 | CFC Brochure Compliance |
| 2002-6 | 05/20/02 | CFC Compliance Assessment Guide |
| 2002-5 | 05/14/02 | 1) 2002 Model Pledge Card; 2) Local Appeals |
| 2002-4 | 03/08/02 | 2002 CFC Charity Codes - Revised Advisory 2002-3 |
| 2002-3 | 02/07/02 | 2002 CFC Charity Codes - Advisory |
| 2002-2 | 02/01/02 | Electronic CFC Reporting Form 1417; Local Applications; Regional Meetings |
| 2002-1 | 01/14/02 | 2001 CFC Heroes |
2001 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2001-9 | 11/16/01 | Guidance on Campaign Mergers Campaign Geographic Boundaries |
| 2001-8 | 11/01/01 | CFC Campaign Materials |
| 2001-7 | 09/21/01 | Questions and Answers Regarding Special Solicitations; Use of Special Codes for the Designation of Disaster Relief Funds. |
| 2001-6 | 09/13/01 | Guidance on Special Solicitations and CFC Contributions for Victims of Terrorist Actions |
| 2001-5 | 07/27/01 | The 2001 CFC National List |
| 2001-4 | 07/18/01 | CFC Agency Codes |
| 2001-3 | 05/30/01 | 1. 2000 CFC Results 2. Audit Compliance Guides 3. Model Pledge Card 4. Communications with OPM |
| 2001-2 | 03/30/01 | Cash vs. Accrual Methods of Accounting |
| 2001-1 | 02/22/01 | Electronic CFC Reporting Form 1417; Local Applications; Regional Meetings |
2000 CFC Memos
| Number | Date | Subject |
|---|---|---|
| 2000-10 | 10/31/00 | 2001 CFC National and Local Federation Applications |
| 2000-9 | 11/20/00 | The CFC and Boy Scouts of America |
| 2000-8 | 10/04/00 | CFC National Application Training |
| 2000-7 | 09/25/00 | Guidance on Application Review for the 2001 Campaign |
| 2000-6 | 08/10/00 | Local List Brochure Information |
| 2000-5 | 08/10/00 | Revisions 2001 -- CFC Applications for Federations |
| 2000-4 | 07/05/00 | 2000 CFC National List Retirees in the CFC Special Request |
| 2000-3 | 05/15/00 | New Campaign Contact Information Requirements and the 2000 Model Pledge Card. |
| 2000-2 | 02/01/00 | Guidance regarding the CFC local and federation applications for Year 2000 |
| 2000-1 | 01/21/00 | Best practices in the CFC -- Requests for Abstracts |
This material provides guidance from the U.S. Office of Personnel Management, Office of CFC Operations. Requirements stated in this memorandum are strictly enforced.