Keyworkers - Gateway CFC

2011 Gateway CFC Campaign
Coordinator & Keyworker Training
2011 Gateway Combined Federal Campaign
Chair, Rich Weathers
Director, Plans and Programs,
Air Force Network Integration Center, Scott Air Force Base
Welcome to the 2011Gateway Combined
Federal Campaign (CFC)! Thank you for
serving as a Campaign Coordinator or
Keyworker for your department or
agency. You are taking on an important
role with a powerful community of caring
individuals who raise millions of dollars to
help people in need each year. The work
you do is critical to the success of this
Thank you for your service!
Combined Federal Campaign 50th
Anniversary theme
“50 Years of Caring”
Combined Federal Campaign
“50 Years of Caring”
Fundraising for charitable organizations in the Federal workplace can be
traced to the late 1940's.
Prior to the 1950's, on-the-job fundraising in the federal workplace may
best be described as an uncontrolled free-for-all.
In 1961 President John F. Kennedy authorized the U.S. Civil Service
Commission to develop guidelines and regulate fundraising in the Federal
service by Executive Order 10927.
For 50 years the Combined Federal Campaign has made many
improvements and is presently the most successful fundraising campaign
in the world.
A complete history of CFC is available on the Gateway CFC web site at: in the menu “About CFC – CFC History”
Combined Federal Campaign
“50 Years of Caring”
In addition to the ability to support ongoing charitable work in the
local community, the devastating occasion of natural disasters and
mass tragedies demands a humanitarian response of the highest
level. It is said that tragedy begets heroes, and for many, donating
money is a manageable way to make a difference in the world.
For Federal employees, choosing a channel to make a difference
is easy. Over the past 50 years, the commitment and generosity of
Federal employees has made the Combined Federal Campaign
(CFC) one of the most successful fundraising programs in history.
In fact, since its inception in 1961, the CFC has raised
almost $7 billion!
Combined Federal Campaign
“50 Years of Caring”
The success of the Combined Federal Campaign demonstrates the
commitment of Federal employees to public service. Not only do Federal
employees devote their livelihoods in service to their country, but
their generosity has made the CFC one of the most powerful
philanthropic forces in the world.
Federal employees can choose from a variety of charities and causes,
ranging from local to international, that they are passionate about.
They also have the option to donate one-time gifts or set up their payroll
withholding so that they can contribute as little or as much as they like to
charities throughout the year.
Combined Federal Campaign
“50 Years of Caring”
Every year hundreds of volunteers bring their passionate
commitment to make a difference to the local Gateway
Combined Federal Campaign effort. Last year the
exceptional effort of these volunteers helped the Gateway
CFC raise
for a wide variety of
charitable causes. This year the goal is to
“Do It Again”
CFC Mission Statement
The mission of the Combined Federal
Campaign (CFC) is to support and to promote
philanthropy through a program that is
employee-focused, cost efficient and effective
in providing all Federal employees the
opportunity to improve the quality of life for all.
The Combined Federal
Campaign is organized and
governed by Federal Employees
- it is your Charitable Campaign
Local Federal Coordinating
Committee (LFCC)
Campaign Leadership Committee
Members of the Gateway CFC Leadership pictured above, from left: Lieutenant
Colonel David Schoolcraft, Beatrice Vanzant-Smith, Nicholas Weizman, Kathleen
Spirk, Ronald DeVine, Richard Weathers, Vivian Cook, Kathleen Trentham,
Deborah Wilshusen, Major Sarah Evans, Harry Sommers, Emily Prosise.
2011 Gateway CFC Campaign
2011 Gateway CFC Campaign
2011 Gateway CFC Campaign
Gateway CFC Geographic Region
The U.S. Office of Personnel Management establishes
and maintains the official list of local campaigns and
their geographic boundary. As of April 1, 2010, the
Gateway CFC expanded to serve these counties.
In Missouri: Adair, Bollinger, Butler, Cape Girardeau,
Carter, Clark, Crawford, Dent, Dunklin, Franklin,
Howell, Iron, Jefferson, Knox, Lewis, Lincoln, Linn,
Macon, Madison, Marion, Mississippi, Montgomery,
New Madrid, Oregon, Pemiscot, Perry, Pike, Putnam,
Ralls, Reynolds, Ripley, Schuyler, Scotland, Scott,
Shannon, Shelby, St. Charles, St. Francois, Sainte
Genevieve, St. Louis, Stoddard, Sullivan, Texas,
Warren, Washington and Wayne, plus the City of St.
In Illinois: Adams, Alexander, Bond, Brown, Calhoun,
Clark, Clay, Clinton, Coles, Crawford, Cumberland,
Douglas, Edgar, Edwards, Effingham, Fayette,
Franklin, Gallatin, Greene, Hamilton, Hardin, Jackson,
Jasper, Jefferson, Jersey, Johnson, Lawrence,
Macoupin, Madison, Marion, Massac, Monroe,
Moultrie, Perry, Pike, Pope, Pulaski, Randolph,
Richland, Saline, Schuyler, Scott, Shelby, St. Clair,
Union, Wabash, Washington, Wayne, White, and
Campaign Coordinators
I am a Campaign Coordinator. What are my responsibilities?
Recruit and supervise your Keyworkers. The ideal number is one Keyworker for every 15 to 35 e
employees. Be sure to have a Keyworker for all shifts and locations.
Become familiar with CFC materials and the web site Know the
Keyworker’s role, as you may serve as a Keyworker, too!
Work with your CR to schedule campaign events and make a plan to promote your campaign.
Promotions can include a kickoff rally, charity fairs, e-mail blasts, a CFC display case with posters
and sample donor gifts, and a volunteer appreciation event / awards ceremony. Marketing materials,
inspiring stories and CFC videos are available on the web site to help you educate your colleagues on
the benefits of giving through the CFC.
Ask a Labor Union representative who serves your agency’s employees to get engaged with CFC;
many of them welcome a role in strengthening support for the CFC.
Schedule and attend a training session with your Keyworkers.
Campaign Coordinators
I am a Campaign Coordinator. What are my responsibilities?
Work with your CR to determine what quantities of supplies you will need and delivery
Monitor your Keyworkers’ progress to see that they have accomplished “100% Ask” in person
Stress to Keyworkers the importance of delivering all paperwork to you or a designated person
promptly, ideally once a week. Make sure they always use the correct account number for your
agency (pre-printed labels can be provided by the CFC office to assist with this).
Collect completed Keyworker Envelopes from Keyworkers, review the pledges and envelope for
accuracy and completeness.
Separate the white copies of the pledge form that need be sent to payroll from the yellow copies
that stay in the Keyworker envelope to come to the CFC office. White copies of the pledges with
cash/check contributions can stay in the KW envelope.
Send the white copy of payroll deduction contributions to the payroll office for processing by
December 15, 2011.
Campaign Coordinators
I am a Campaign Coordinator. What are my responsibilities?
Communicate with your CR frequently, and especially when pledges are ready to be picked up
and delivered to the CFC office.
Thank your Keyworkers and recognize their work.
Consider using social media to reach donors. Become a fan of the CFC on Facebook and follow
us on Twitter. Friend-to-friend communication is a critical part of fundraising, and social media tools
make it effective and easy. Links can be found at
Report your results to your CR or the CFC office weekly. Update senior management and your
colleagues regularly as well, to maintain momentum. Tracking results will help you recognize any
problem areas as they arise so that you can deal with them promptly.
Provide feedback to the CFC staff so we can continue to improve the campaign each year.
Celebrate and say “thank you.” The CFC office can print a certificate of thanks for anyone who
assisted with the campaign. Request CFC certificates by sending a list of your volunteer teams’
names and campaign roles to [email protected] well ahead of your awards ceremony. Many
people play an important role in the success of your campaign. Show your appreciation to
volunteers and donors by thanking them for all they do.
Campaign Coordinators
Give these supplies to your
Anniversary Lapel Pin (for all
 A 2011 Keyworker’s Handbook (or direct
them to the web site version)
 Pledge forms
 2011 Resource Guide (encourage sharing
of these to keep campaign costs low)
 Keyworker Report Envelope(s)
 100% Ask Tracking Tool for Keyworkers
(also available on-line)
Send white copies of payroll
Contributions to the donor’s
payroll processing office.
I am a Keyworker. What are my responsibilities?
Make your own pledge to the CFC so you know the process and can proudly say, “I gave too!”
Attend training sessions (or read the handbook!) and review the web site to
learn about best practices and guidelines for asking your co-workers to make a pledge, and to learn
about the reporting tools you will need to process pledges.
Get CFC supplies from your Campaign Coordinator.
Personally ask your assigned co-workers to donate through the CFC.
Be prepared to explain the benefits of donating through the CFC.
Tally pledges on a Keyworker envelope, following the directions on the back of the envelope.
Deliver all of the paperwork to your Campaign Coordinator promptly, ideally once per week.
Keep donors’ personal information and donations safe while they are in your care, by putting the
completed forms in a secure location such as a locked drawer or cabinet. Protect donors’ personal
information and donations as if they were your own!
Thank each employee who donated through the CFC.
I am a Keyworker. What do I need to know before I make “The ASK?”
Learn about the campaign. Become familiar with the CFC so you can explain why giving
through the campaign is effective and efficient. Understand how to research and select charities at and through the printed 2011 Resource Guide.
Attend training. The session includes best practices on how to make “the ask” and how to report
the donations you will receive. Training tools are available online at
Make your own gift before asking others to give. Making your donation first makes it
easier to ask others to follow your lead. Your pledge demonstrates that you believe in what you are doing.
Make “the Ask” in person. Personal contact gives you the chance to individualize the campaign
for each person and answer specific questions or concerns they may have. Do not leave the pledge form
on anyone’s desk or in a mailbox.
Talk from personal experience. When you meet with potential donors, share a story about
someone who has been helped by a CFC-supported charity.
Why? Tell your colleagues why giving through CFC is a smart way to give!
I am a Keyworker. What do I need to know before I make “The ASK?”
Encourage payroll deduction. Explain how this approach disperses giving throughout
the year and makes it possible to give a more generous gift. Let donors know that charities
receive funds monthly throughout the year and can plan programs and budgets more
Explain how to make a pledge on-line. Let contributors know that they can help
streamline the campaign, thereby lowering costs and directing more funds to charities by
pledging online.
How do I talk about the campaign?
When talking to Federal employees
about the campaign consider using some of these talking points:
 I hope you’ll consider participating in the campaign this year. Last year, more
than 10,000 Federal employees in our area raised $3.25 million for thousands of
local, national and international charities. These organizations are going to need
our help more than ever. Use a personal story, if possible (for example: “I feel
lucky to have a job. My cousin lost his job a couple of months ago and doesn’t
have health insurance. He and his family are getting help from one of the
charities we support through the CFC.”)
 Your gift can be spread out over the year and easily budgeted, if you choose to
have it automatically deducted from your paycheck.
 Thousands of charities that serve people and communities in need every day
depend upon our support each year.
How do I talk about the campaign?
When talking to Federal employees
about the campaign consider using some of these talking points:
 The CFC is the only annual workplace giving campaign for Federal employees.
Donations go to a variety of organizations that help people and communities in
need in our area, across the nation and around the world. We provide millions of
dollars in support for worthy charities chosen by you, the donor.
 As a community of Federal employees, we help many people who are in need.
 Making a pledge is easy. You can use on-line giving tools that include the online
charity search, or paperless payroll options for agencies served by EEX. You
also have the option to fill out the traditional paper pledge form. Just provide me
the white and yellow copies of your pledge form. The pink copy is your record
for tax deductions.
2011 Gateway CFC Pledge Form
top section
How To Complete the Pledge Card
1. Name: Print last name, first name and middle initial in the boxes.
2. Payroll Office Location: This section is optional, if you don’t know your payroll office identification
information, leave it blank. Your Keyworker may fill it in before sending it to the payroll office.
3. Federal Agency – Name of workplace. If currently on Military Payroll, specify branch of service with its
standard acronym. Include your workplace’s mailing address.
4. Work Phone Number and Work E-Mail Address: Supplying this is optional. The information will only
be used to contact you if there is a question about your pledge.
2011 Gateway CFC Pledge Form
middle section
How To Complete the Pledge Card
5. Contribution: Check only one box, as appropriate for Civilian -OR- Military if making a payroll
deduction pledge, OR if contributing by a one-time check or cash. Checks should be made payable to
“Gateway CFC” or “Gateway Combined Federal Campaign.”
6. Amount Per Pay Period and Total Annual Contribution: Fill in the amount that you are pledging to
give per pay period, or the amount of your one-time gift. Multiply payroll allotment times the number of pay
periods (times 26 for most Civilians, 12 times for Military, or the amount of cash or checks. This total is the
annual contribution, or total amount you are giving. Do not combine a payroll contribution with a cash or
check gift on the same pledge form. The pledge form has a table on the inside front cover to help you
calculate possible deduction amounts. Other amounts may be given, the chart is just a helpful tool. Please
note that the minimum gift for military is $2.00 per month {$24/year} and for civilians it’s $1.00 per payday
2011 Gateway CFC Pledge Form
middle section
How To Complete the Pledge Card
7. Payroll Deduction Authorization: If you are making a payroll deduction pledge, you must sign and
date this section. You do not need to sign this section if you are making a one-time gift by check or cash.
8. Social Security Number or Employee ID: This is voluntary, although if the number is not included on a
payroll deduction pledge, it may result in the payroll office not processing the pledge. The number is
blocked out on the yellow copy of the form that is sent to the CFC office and your pink file copy. You do not
need to fill in your SSN or Employee ID if you are making a one-time gift by check or cash.
2011 Gateway CFC Pledge Form
bottom section
9. Designated Gifts: Contributors must enter the five-digit code(s) to identify which charities they choose
to give to. You may find the codes in the charity listing in the Resource Guide or online at Write-ins or numbers from other CFC regions are prohibited. Contributors may
enter designations for up to five charities on a form. For a donor to designate to more than five
organizations, additional forms must be completed, and annotated “Page 1 of 2,” “Page 2 of 2,” etc.
Please see the back of the back page of the pledge form (pink page) for further instructions on this point. *
International Designation Code: If the gift is to be shared with all international agencies, contributors may
indicate that choice by entering five ones in the charity code section ( 1 1 1 1 1 ). * Undesignated Gifts:
Either leave the designation code boxes empty or fill in five nines (9 9 9 9 9 ). See page 9 of the Resource
Guide for information on how these funds are shared.
2011 Gateway CFC Pledge Form
bottom section
10. Donor Appreciation Gifts: See page 6 in the 2011 Gateway CFC Resource Guide for
information on donor appreciation gift levels. Donors may decline the gift, which lowers CFC
costs, therefore increasing funds to go to the charities.
11. Recognition Options: If you would like to have your home address and/or personal
email released to all the charitable organization(s) you designated, write that information
legibly in this box. Most charities will send you a “Thank You” note if you provide this
information. If nothing is filled in this box, your personal information will not be released to
the charity.
2011 Gateway CFC Pledge Form
bottom section
12. Release Pledge Information: If you check this box, the CFC will release to the charity(ies)
your name and the amount which you designated to that charity. If this box is not checked, but
you fill in your other release information, the charity will be advised that you gave, and be
advised of the grand total pledged by all donors from the Gateway CFC, but not be told the
specific amount that you gave.
13. Distribution of Copies: Your Campaign Coordinator is generally the person who makes
sure that the white copy of the payroll deduction form is sent to the payroll processing office.
The yellow copy of the form will be sent to the Gateway CFC office. You, the contributor, may
retain the pink copy of the pledge form for your tax records.
The 100% ASK Tracking Tool: This form is available on line, it is a very useful
tool to help you in systematically “asking” your co-workers, following through on
picking up their pledge forms and distributing their donor gifts.
How do I process paper pledges:
1. Collect the pledge forms (either the traditional paper pledge form or a pledge
printed from the on-line CFC Nexus system). Donors should keep the pink copy of
their form for their records.
2. Check all pledge forms authorizing a payroll deduction to make sure that the donor
signed the form and provided a Social Security Number (SSN) or Employee ID
Number (which is only visible on the top, white copy that goes to the payroll office).
3. Ensure that the donor used 5-digit CFC charity code(s) if they want their donation
to go to a specific charity(ies). Check that the amount of the designations adds up
to the total annual contribution amount.
4. Follow the instructions on the Keyworker Envelope to separate the white, yellow
and pink copies of the pledge forms. (See the back of the envelope for directions.)
The pledge form cover can go into a recycling bin.
5. Return the pledge form to the donor to correct and resubmit if you discover any
errors or omissions.
How do I process paper pledges:
6. Anonymous or confidential donations are rare, and the donor should seal them in a
standard #10 envelope labeled “Anonymous CFC Pledge.” The Keyworker should
not open these sealed envelopes, but turn them in in a separate Keyworker
envelope. Anonymous donations will be added to the agency total after the CFC
auditors open and enter the pledge, and the CFC auditors will work with the CC to
forward anonymous donor’s payroll pledges to payroll offices as needed.
7. Photocopy the Keyworker Report Envelope for your records, to help you distribute
donor appreciation gifts.
8. Confirm that only cash, checks and yellow copies of pledge forms are in the
Keyworker Envelope.
9. Make sure someone is taking care of sending the white copies of the pledge form
to the appropriate payroll office(s).
10. Review the Keyworker Envelope with your designated volunteer (probably your CC
or CR). Together, the two of you will seal the Keyworker Envelope and sign it.
2011 Resource Guide
The CFC continues to print the
Resource Guide for donors who
cannot access the online version at
Please encourage your co-workers to
share the Resource Guide. By cutting
back on how many catalogs we print, we
lower overhead costs and maximize funds
that go directly to charities.
We are responding to donor requests
to put more information online
to conserve resources.
Some key points in the CFC
 The CFC will provide a “100% ask”,
meaning every employee is given an
opportunity to participate.
 Coercion is strictly forbidden. Asking
people to participate is not coercion.
 Setting a goal of “100% participation” is
considered coercion and is prohibited.
 Supervisors may not solicit employees.
Donor Appreciation Gifts
Again in the 2011 campaign, the Gateway CFC is offering donor appreciation gifts.
While striving to keep the costs at a minimum, we also want to acknowledge and
thank each individual donor. Donors are welcome to decline a gift, which does
reduce costs carried by the campaign. But studies tell that many donors like to receive
a token gift acknowledging their generosity, and enjoy displaying their support for the
An Acknowledgement Gift for All Donors: This year, every donor is entitled to
receive a commemorative 50th Anniversary click ink pen, made in the USA.
Donor Appreciation Gifts
A Special 50th Anniversary Year Inspiration! We want to encourage donors to
increase their pledge in honor of the 50th Anniversary of the CFC. If a donor increases
their gift by $50 more than they pledged last year, they may have a commemorative
50th Anniversary lapel pin (while supplies last)! Please take the donor’s word that they
have increased their donation by $50, we are using the honor system.
Donor Appreciation Gifts
Champion Donor Level $312 to $999
There are two choices for donors at this level this year. Donors may pick either, first
come first serve when either runs out there will only be one option :
1. CFC’s 50th Anniversary Commemorative Medal – 1¾” cast in brass with
hand-colored enamel, made in USA.
2. A stars and stripes patriotic insulated lunch tote with the 50th anniversary
logo on the front zippered pocket. This item was printed in the USA.
Donor Appreciation Gifts
Leader Donor Level
$1,000 plus An Eagle award, 7½” tall with detailed images of an eagle in flight and an
eagle head with a 50th Anniversary CFC color emblem on it – a special award for this
special year!
2011 Gateway CFC - Key Dates
Details on Kickoffs & Charity Fairs
can be found on the web site:
October 3, 2011
Official campaign start
November 30, 2011
Conclusion of solicitation period
December 15, 2011
Deadline for payroll pledges to be turned in to payroll offices,
and closure of EEX on-line pledging system
The 2011
Gateway CFC
Goal Poster
This 2011 Gateway CFC Goal
Poster is available for use at
your workplace, ask your
Campaign Representative to add
it to your supply request
A PDF is available for download
from the Gateway CFC web site,
Tools and Resources section
Report Envelope
Keyworker Report Envelope Instructions
(printed on the back side of each envelope)
2. Do not seal this envelope until the contents are reviewed by
your Campaign Coordinator or Campaign Representative
3. Review each pledge card to make sure it is complete. If it is a
payroll contribution, the pledge card MUST have the donor’s
Social Security --or-- Employee ID number written on it, and it
MUST be signed by the donor.
4. Check the math on the pledge cards to see that the annual
pledge total matches the designation section’s total.
5. Paperclip cash or checks to the corresponding pledge card.
6. Anonymous pledges should be reported in a separate
Keyworker Report Envelope.
7. Treat special events as a “donor.” Fill out a pledge card for the
funds collected from a special event. First name “Special” last
name “Event.”
8. Keep white and yellow copies of the pledge card together until
your Campaign Coordinator separates them.
Your Coordinator MUST send the white copies of payroll
pledges to the payroll processing office.
Report Envelope
9. After the white copies have been removed, please put the yellow copies in the same order
as they are listed on the front of this envelope. Then number the yellow copies of the pledge
form as shown in the illustration below. Paper clip them together to keep them in order.
10. Photocopy this envelope so you have a checklist for distributing donor appreciation items.
11. Meet with your Campaign Coordinator to verify contents. Then sign and seal this envelope.
Thank you for following these directions; your attention to detail ensures that the
process works accurately and efficiently.
What are some common questions
(and their answers!) about the CFC?
Q: Why should I make charitable contributions through the CFC when I could just
send a check directly to the charities I wish to support?
A: By combining solicitations into a once-a-year, unified campaign, the CFC reduces the
need for individual, costly solicitations from charities. Accounting costs are lower because
charitable gifts are consolidated into reliable monthly checks to the charity, reducing
processing costs. Additionally, many donors find it easier to contribute monthly, with funds
coming directly from their paychecks, rather than sending a check directly to an organization
they wish to support.
Q: If I don’t designate a charity, what happens to my donation?
A: All “undesignated” donations are combined and then shared proportionally among all
charities and federations that received designations.
What are some common questions
(and their answers!) about the CFC?
Q: How efficient is the Gateway CFC?
A: Through a cooperative effort between Gateway CFC’s Local Federal Coordinating
Committee (LFCC) and the Principal Combined Fund Organization (PCFO), Earth Share
of Missouri, campaign expenses have been reduced to a very low average of 6.5%. In
comparison, nationally the CFC average is 10.4%. A low overhead means more dollars
are going to charitable work.
Q: Why isn’t my favorite charity on the list?
A: Charities must apply and meet criteria that is established by regulation to be included.
It is possible that the charity either did not apply or did not qualify. Please encourage the
charity to apply next year. Check for the national procedures or for local information.
Q: If I write a check, to whom is it payable?
A: Gateway CFC.
Q: Where can I find answers to other FAQs?
A: On the back of the pink page of the Gateway CFC pledge form, or on the web site.
Some Examples of What Your
Contributions Can Do:
$1 Plants a tree in a public park.
$5 Buys polio immunizations for 5 kids.
$10 Buys 5 warm blankets for a refugee family.
$10 Provides 50 minutes of life-skills training for an adult with developmental disabilities.
$20 Provides public transit passes for 10 military travelers
$26 Helps a food pantry distribute $520 worth of food.
$26 Pays to transport a disabled client to an urgent medical appointment.
$50 Provides food for one injured wild animal.
$50 Spays/neuters an animal to slow pet overpopulation.
$52 Buys one acre of tropical rainforest to protect natural areas vital to global climate and
species diversity.
$52 Provides a day of support for a crew of student volunteers in public parks.
$52 Provides in-home screenings to assess two toddlers for developmental delays,
educate parents about results.
$52 Delivers nutritious meals to a home-bound senior citizen for a month.
$52 Gives a pair of shoes to 5 needy kids.
Some Examples of What Your
Contributions Can Do:
Purchases gas so a humane investigator can look into cases of animal abuse or
neglect in a 5-county area for a week.
Helps four women in a developing country start a small business and generate
income for their families.
$100 Provides 24-hour crisis line support to victims of domestic violence for 3 days.
$100 Provides respite care for a homebound individual with severe disabilities for 3 hours,
to relieve the full-time family caregiver.
$100 Buys bus passes for six weeks so a homeless, single parent can get to & from work.
$260 Brings a 4-part series on bullying or conflict management to a class of 5th graders.
$260 Helps reunite a runaway teen with his/her parents through counseling.
$500 Assists one person for one year with the repair of a wheelchair, leg braces or
communication device.
$520 Supplies a hearing aid to a low-income senior.
$1,040 Sets up a homeless family in a transitional apartment, along with utilities & budget
$1,040 Screens 100 high-risk people for serious health conditions such as kidney disease.
$1,980 Enables a veteran with a spinal cord injury to participate in water and land therapy
for a full year.
Thank You!!
Thank you for attending this
training and volunteering to make
the 2011 Gateway Combined
Federal Campaign a Success!

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