CFD Policies and Procedures

On this page, important policies and procedures of the Washington State Combined Fund Drive are housed. You'll find documents regarding issues of donor privacy, ethics board opinions on the use of state resources for the Combined Fund Drive and the Washington State law that created and defines the state giving program.

Click any of the links below or contact the Washington State CFD office with questions about our policies.

  • 2016 Annual Campaign Report

    This report showcases the efforts of the Combined Fund Drive during our 2016 campaign. The report includes information on the CFD, a pledge report by agency and a list of every charity and what each organization received in 2016.

    Click here to access the report.

  • 2016 Financial Report

    This report gives a full picture of our operating activities and program expenses during the 2016 calendar year.

    Click here to access the report.

  • CFD WACs

    The Washington Administrative Codes (WACs) that are used to define the operations of the Combined Fund Drive are under Chapter 434-750. WACs are used much like legislation and the Constitution, and are a source of primary law in Washington State. For more information on WACs, visit the Washington Administrative Code website.

    Click here to access the WACs.

  • Closed, Delinquent and Merged Charities Policy

    The nonprofit sector is constantly evolving. Charities close and merge with other organizations on a daily basis, and it's up to the Combined Fund Drive to be responsible with the dollars donated by its donors. This policy addresses what happens to funds that are designated to charities that close, are delinquent on their OSOS Charities Division application, or merge with other charities.

    Click here to access the policy.

  • Conflict of Interest Policy

    This policy is designed to help directors, officers and employees of the Combined Fund Drive identify situations that present conflicts of interest. It also provides the CFD with procedures in conflict of interest cases.

    Click here to access the policy.

  • Discontinuation of Contact Policy

    Every donor is allowed to ask for the Combined Fund Drive or any of its member charities to cease contact or solicitation by making a simple request. This is the official CFD policy.

    Click here to access the policy.

  • Disaster Relief Policy

    During times of disaster, the CFD may be asked or decide to run a disaster relief campaign. This policy gives the CFD the authority to conduct a special campaign for disaster relief and the procedure to inact it.

    Click here to access the policy.

  • Donor Privacy Policy

    Every donor is entitled to the utmost privacy and assurances that their information is protected. This policy defines the procedures used by the Combined Fund Drive to ensure all information given by our donors is used by only approved parties. This policy also defines which of our stakeholders are entitled to view your information, and sets forth a donor bill of rights as used by the Association of Fundraising Professionals and other nonprofits around the country.

    Click here to access the policy.

  • Ethics Board Opinion

    This is the official Executive Ethics Board opinion that allows the Combined Fund Drive to operate much in the manner of a private nonprofit. Because of this ruling in 2000, volunteers of the CFD are allowed to use state resources (i.e. time and materials) to administer CFD events.

    Click here to access the opinion.

  • IRS Letter of Documentation

    The CFD is a 170(c)1 with the Internal Revenue Service. This is considered a governmental nonprofit, which is given the same tax exempt status as a private nonprofit organization. Donors that give to the CFD, or use the program for payroll contribution, are given the same tax benefits as when they give to a 501(c)3 charity of their choice. This is the official letter provided to the CFD from the IRS.

    Click here to access the letter.

  • RCWs for the Combined Fund Drive

    The Revised Code of Washington (RCW) is the compilation of all permanent laws now in force. It is a collection of Session Laws (enacted by the Legislature, and signed by the Governor, or enacted via the initiative process), arranged by topic, with amendments added and repealed laws removed. It does not include temporary laws such as appropriations acts.

    RCW 41.04.033gave the Office of the Secretary of State the authorization to operate the Combined Fund Drive.

    RCW 41.04.0331established the powers and duties of the Office of the Secretary of State when administering the Combined Fund Drive.

  • RCWs for Raffles in the CFD

    Volunteers with the Combined Fund Drive are allowed to run raffles through an exemption made with the Washington State legislature. However, there are limitations to how a raffle can be run for the Combined Fund Drive. Below are two links that address those requirements:

    RCW 9.46.0315

    RCW 9.46.0321

  • Refund Policy

    CFD donors are entitled to refunds. This policy addresses the procedure that is used to refund a donor upon request.

    Click here to access the policy.

  • Third Party Purchasing Policy

    In some cases, the CFD state office can assist volunteers with larger purchases for their events. This policy addresses how this process works, and how the CFD recoups cost after the purchase.

    Click here to access the policy.

  • Retiree Giving Policy

    This policy articulates the giving process for retirees in the program. CFD donors who separate from state government and transition into retirement will have their recurring donations automatically continue into retirement.

    Click here to access the policy.

  • How do I contact the CFD office?

    The CFD office is open Monday through Friday, 8 AM to 5 PM.

    Phone: (360) 902-4162
    Email: cfd@sos.wa.gov
    Address: PO Box 40250, Olympia, WA 98504

If you have a policy that you would like more information on, or have a question about procedures related to the Washington State Combined Fund Drive, please do not hesitate to contact the CFD state office at 360-902-4162 or email cfd@sos.wa.gov.