2013 CFC Training Presentation
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Transcript 2013 CFC Training Presentation
SERVING our COUNTRY.
SUPPORTING our COMMUNITY.
2013 Unit Coordinator / Key
Worker Training
COMBINED FEDERAL CAMPAIGN
COORDINATOR /KEY WORKER TRAINING
AGENDA
CFC Facts / Kick-off Information
Developing Your Campaign Plan & Unit
Coordinator/Key Worker Training
The Responsibilities
The People
Components of Success
Support Materials & Questions
CFC FACTS & KICK-OFF INFO
CFC LEADERSHIP
LOCAL FEDERAL COORDINATING COMMITTEE
(LFCC) CO-CHAIRS
Senior Chief Bryan Terry and LT Matt Dowdy
CVWP, NAS Whidbey Island
PRINCIPAL COMBINED FUND ORGANIZATION
(PCFO)
Mrs. Amy Goza
CFC Director, United Way of Island County
Phone: (360)675-1778
CFC FACTS & KICK-OFF INFO
LFCC CO-CHAIR CONTACT INFO
Senior Chief Terry, Bryan
[email protected]; 360-257-6058
LT Dowdy, Matt
[email protected]; 360-257-3903
CFC FACTS & KICK-OFF INFO
KICK-OFF/CAMPAIGN DATES
MONDAY, SEPTEMBER 30
thru
FRIDAY, NOVEMBER 8
Six (6) week campaign
Limits solicitation
CFC FACTS & KICK-OFF INFO
FACT SHEET AND HISTORY
• Fundraising effort directed toward all Military,
Civil Services, and Federal Agencies.
• Federal community represented by 8,514
employees in Island County.
• Offers donors a choice of over 2,700 local,
national and international charities or
federations.
CFC FACTS & KICK-OFF INFO
FACT SHEET AND HISTORY - GOALS
2013
Raise $300,000
50% Federal employee participation
95% Payroll Deduction
100% Contact
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
Eligibility Criteria – ALL CHARITIES
Human health and welfare
Tax exempt - 501(c)(3)
IRS 990 Form
Annual audits if received over $100,000
Volunteer Board of Directors
Annual Reports to the Public (Federations
ONLY)
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
National Eligibility Criteria
Offers services in 15 or more states for 3
years, or several foreign countries
Apply directly to OPM Director
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
Local Eligibility Criteria
Substantial presence in local or adjacent area
Office open at least 15 hours/week
OR substantial statewide presence
Offer services in at least 30% of state or to at least
30% of state population
Apply to CFC of Island County LFCC
Applications reviewed by LFCC committee
CFC FACTS & KICK-OFF INFO
CFC RELATIONSHIP WITH UNITED WAY
Contracted to administer CFC.
Provides staff support for LFCC.
Develops literature and materials.
Receives and disburses funds.
Data processing and accounting.
Helps train federal volunteers.
CFC FACTS & KICK-OFF INFO
WORKPLACE VERSUS DIRECT GIVING
More money goes to service rather than
fundraising costs.
Provides steady, year-round income for
charities.
Larger gifts are possible through payroll
deductions.
Participating charities are held accountable.
Federal image and community pride.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
UNIT COORDINATOR JOB DESCRIPTION
Objective
Plan and implement effective CFC employee
campaign within your command/unit.
Criteria
Enthusiastic and positive about the CFC.
Strong interpersonal and organizational
skills.
Well respected by co-workers and
management.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
WHY ARE WE HERE?
How many volunteered to help?
How many were signed up?
Who has done this before?
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
UNIT COORDINATOR RESPONSIBILITIES
Recruit enthusiastic team to help plan a wellorganized and successful campaign.
Work closely with LFCC Co-Chairs and CFC
Staff to establish goals and time frames.
Implement effective system for reporting
results and maintaining accurate records.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
UNIT COORDINATOR RESPONSIBILITIES
(cont.)
Oversee entire campaign
Follow up on all aspects of campaign.
Thank employees who contributed and members of
the campaign team.
Finalize campaign and submit reports by
November 8th.
Evaluate campaign and make
recommendations for next year.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
KEY COMPONENTS FOR SUCCESS
OBTAIN EXECUTIVE & LABOR ENDORSEMENT
People follow their leaders – have command make
an endorsement for the campaign.
CO’s letter in charity brochure.
ESTABLISH AN EMPLOYEE CAMPAIGN GOAL
Base on past, size, and giving potential.
DEVELOP A STRONG CAMPAIGN TEAM
Select Key Workers from all employee
groups/divisions.
ENERGIZE AND PUBLICIZE YOUR CAMPAIGN
Emphasize donor education, publicity, and fun.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
KEY COMPONENTS FOR SUCCESS (cont.)
MAKE THE 100% "ASK"
Every employee is asked to contribute – don’t just
distribute the pledge cards.
REPORT THE RESULTS
Provide regular, accurate results to both your LFCC
Co-Chairs and command/agency.
RECOGNIZE AND THANK EVERYONE
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
STEPS IN MAKING THE “100% ASK”
KNOW YOUR STUFF
MAKE YOUR OWN GIFT FIRST
MAKE PERSONAL CONTACT WITH
EVERYONE (1 on 1 if possible)
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
THE ART OF ASKING
Introduction
Needs in the community
(specific examples)
Answer Questions
Explain the Suggested Giving Guide
Ask for the pledge
THANK EVERYONE!
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Clearly Print Name: Last, First, MI.
Military or Civilian
Federal Agency
Office (Unit / Division or Payroll Office)
Full SSN (for payroll deduction ONLY)
Work address & Zip Code
Work phone
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
For Payroll Deduction Gift – MILITARY:
Minimum of $2.00/month ($1.00/pay period)
For a minimum total of $24.00 (12 months)
Check EAOS.
For those who have EAOS prior to December 2014, ensure
the number of months is changed to reflect the month
prior.
If July 2014 EAOS, should be 6 months vice 12.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
For Payroll Deduction Gift – CIVILIAN:
Minimum of $1.00/per pay period
For a minimum total of $26.00 (26 pay periods)
For Cash/Check Contributions:
Fill in annual/total amount
Make Checks payable to:
“Combined Federal Campaign”
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Charity Code and Designated Gifts:
Fill in five-digit code(s).
Found in the CFC of Island County Charity List
No write-in charities.
No code or incorrect code(s) – undesignated.
Write the total contribution for the year for
each agency in the box next to the agency code.
Be Careful: Dollars must add-up.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Information Release – optional
Signature and Date
For payroll deduction ONLY
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Failure to fill in information will delay
processing.
If you have questions please contact:
Senior Chief Terry: 257-6058
LT Dowdy: 257-3903
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
FEDERAL REGULATIONS
1.
2.
3.
4.
Setting specific dollar goals per person is not allowed.
Setting a 100 percent participation goal is prohibited.
Supervisors may not solicit employees.
Do not display or post a list of contributors or noncontributors.
5. Please refrain from advocating for one agency over another –
allow the contributor to choose the agency which will receive
his/her gift.
6. Coercion is expressly forbidden in the CFC.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
REPORT THE RESULTS
Review the Pledge Cards
Return the pink copy to employee/donor
Ensure two (2) white copies and one (1)
yellow copy are still intact.
Verify that:
Employee contribution is correctly calculated.
For payroll deduction, full SSN is provided on
white copy, along with signature and date.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
REPORT THE RESULTS (cont.)
Again, Review the Pledge Cards.
Arrange in alphabetic order and pledge type.
Prepare the Keyworker’s Report Envelope for
return to the LFCC.
Ensure tallies are correct.
Provide a contact Name and Phone Number.
LFCC Chair will need to forward copies of
pledge cards to PSD/payroll office.
Verify Civilian employees’ payroll office(s).
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
PLEDGE CARD DROPOFF
When & Where:
Convergence Zone
Tuesdays, October 8 thru November 5
1300-1400
Please check email updates
www.cfcisland.org/campaign.htm
Don’t Drop and Run.
Cash will be counted in front of Co-Chairs or
assigned assistant(s).
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
BASIC CAMPAIGN CHALLENGES TO AVOID
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Start too late.
No timetable.
Not enough volunteers (Key Workers).
No campaign plan.
Lack of enthusiasm.
No publicity/visibility.
Not setting a reachable or optimistic goal.
Not using CFC materials to your advantage.
Lack of organized labor support.
Not using the Suggested Giving Guide correctly..
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
BASIC CAMPAIGN CHALLENGES TO AVOID
(cont.)
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
Lack of fun events and friendly competition.
Reliance on "in box" solicitation.
Not enough emphasis on payroll deduction.
Not making 100% personal contact.
Ineffective group solicitations.
Lack of training for Key Workers and volunteers.
Defeatist attitude.
Prolonged campaign.
Inability to "ask."
Failure to say "Thank You."
SUPPORT MATERIALS & QUESTIONS
LIST OF SUPPLIES/MATERIALS
Ratio per employee
1. Pledge cards
1 per employee
2. Campaign report sheet with envelope
1 to start
3. CFC contributor's brochure/charity list
1 per 3-5 employees
4. Unit Coordinator / Key Worker handbook
1 per attendee
5. Goal thermometer
as needed
SUPPORT MATERIALS & QUESTIONS
QUESTIONS??