Transcript San Diego County Combined Federal Campaign

Monterey Santa Cruz Counties
COMBINED FEDERAL CAMPAIGN
2013
What The CFC Is

Once-a-year, in-the-workplace charitable
drive exclusively for Federal employees:
Military, Civilian & U.S. Postal Service
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Created in 1961 by Executive Order of
President John F. Kennedy.
Why We Have The CFC
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Eliminates year-round solicitation in the
workplace by charitable organizations.
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Authorizes that donors use the
convenience of payroll deduction for
charitable contributions.
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Lowers administration cost of the
charitable agencies
2013 Goals

$610,000
– Campaign History:
2012 CFC raised $596,219
2011 CFC raised $595,847
2010 CFC raised $601,751
2009 CFC raised $566,407

100% contact—
opportunity to participate in CFC is individually
presented to each staff/student
How to Start

Get familiar with CFC Campaign Booklet and
Pledge Forms
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Talk with employees/staff/students
- Offer information and materials, including website at:
https://www.cfcmontereysantacruz.org
- Their personal choice to contribute or not
- Point out importance and effect of contributions
- Payroll deduction best - provides predictable influx of cash
2013 Pledge Form
Civilian Payroll Sample
Military retirees CAN do payroll donation from retiree pay; be sure to get their retiree pay office info
Military Payroll Sample
NATIONAL GUARD OR RESERVISTS CANNOT USE PAYROLL DEDUCTIONS;
THEY CAN ONLY USE CASH OR CHECK TO CONTRIBUTE TO CFC
Cash Sample
PLEASE PAPER CLIP CASH TO APPROPRIATE SLIP, DO NOT COMBINE
Check Sample
Before You Turn In Pledge Forms
Check all pledge forms
 All information is legible
 Payroll slips are signed, dated and have
SSNs (exception USPS)
 Checks made out to CFC
 “Annual Amount” is equal to “Total Gift”

Pledge Forms

Pink Slips
– Back to the donor

Yellow Slips
– To Central Receipt Point or send directly to
United Way Monterey County.

White Slips
– Send to Payroll Office
(for Payroll Donations Only)
Donor Recognition Items

Golden Eagle Donor
– $1,200 or more
– Original Print by Mr. Pete Dausen

Eagle Donor
– $180 or more
– CFC Mug

Any Donation
– CFC Pin
Step It Up!
4 Steps to Success
Step 1: Involve
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Meet with Agency Head to decide campaign dates
Ask your Agency Head to publicly support the
campaign
Select a campaign committee to help you with the
campaign.
Work together to set a goal for participation and
dollars raised
Recruit a Leadership Campaign Chair
Step 2: Educate


Build Awareness
Promote and publicize CFC within your organization.
-
Organize a volunteer day/Agency Tour
Hold a Campaign Kickoff
Use your organization’s newsletter or email
Include flyers in payroll envelopes
Hang posters or “thermometers” to announce the campaign
Incorporate themes, special events, and incentives
Schedule CFC presentations
Step 3: Ask

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The number one reason people do not make
charitable contributions is that they are not asked
Hold employee meetings and/or use one-on-one
solicitation
Make sure everyone has been asked to participate
Encourage giving through payroll deduction
Conduct a Leadership Campaign
Personalize the Ask - Make it meaningful
Step 4: Thank
 Thank each donor when they turn in their pledge forms.
 Share the good news! Make sure everyone knows your
organization’s total contributions and receives credit for a
job well done!
 Thank your committee and all those who helped with the
campaign.
 Use bulletin boards, newsletters and email for additional
thank-you messages.
 Thank Loyal Donors - giving for 10+ years
Best Practices
1.
2.
3.
4.
Involve
Educate
Ask
Thank
Best Practices

Start this week!
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Give out booklet and slip with your contact info
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Follow up with individual visits
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Emphasize impact of even small contributions
Frequently
Asked Questions
How can I be sure my contribution got to
the agency I designated?
the “Please release my name...” box on the
pledge card and the agency should send you a thank you
notice.
 Check
Regulations require a Financial Audit by a CPA firm
for campaigns over one million dollars to ensure all
financial transactions are completed and accurate.
 OPM
Regulations require an annual Compliance Audit to
ensure the campaign is conducted in accordance with
Congressional guidelines.
 OPM
Do I have to put my social security
number on the
CFC pledge form?
Yes:
if you are planning to use the
payroll deduction section of the pledge
form. USPS Employees can use their
Employee Identification Number.
No:
if you are donating by cash or
check.
Thank you!