CFD Policies and Procedures

Important policies and procedures of the Washington State Combined Fund Drive are housed here. You'll find policies and documents regarding 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 statewide giving program.

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

• CFD Certification Statement

  Each charity that signs up as a CFD member charity must agree to CFD Certification Statements regarding their operations.
  
  Click here to access the CFD Certification Statement.

• 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 CFD's 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 Program 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.

• 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 enact the campaign.
  
  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.

• 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 registered as 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.

• 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.
  
  Click here to access the policy.

• 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 41.04.033 gave the Office of the Secretary of State the authorization to operate the Combined Fund Drive.
  
  RCW 41.04.0331 established the powers and duties of the Office of the Secretary of State when administering the Combined Fund Drive.

• RCWs for Raffles in the CFD

  Combined Fund Drive volunteers 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.

• Retiree Giving Policy

  This policy articulates the giving process for retirees in the program. CFD donors who transition into retirement and draw a pension from the Department of Retirement Systems (DRS) will have their recurring donations automatically continue into retirement.
  
  Click here to access the policy.

• Unredeemed Donations Policy (GL5194)

  This statement discloses the policy of the Washington State Combined Fund Drive (CFD) and OSOS Financial Services Team regarding donations made through the CFD that donors make to a charity that go unredeemed.
  
  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 would like more information about a policy, 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 cfd@sos.wa.gov

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