Transcript 1. - Cfcgreaterarkansas.org

Welcome
CFC Coordinator Training
Mission Statement:
The mission of the Combined Federal Campaign is to support
and promote philanthropy through a voluntary program that is
employee-focused, cost-efficient and effective in providing all
Federal employees the opportunity to improve the quality of life
for all.
What is the CFC?
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The Combined Federal Campaign (CFC) is
the annual fund-raising drive conducted by
Federal employees in their workplace each
fall.
The CFC is exclusively for:
Civilian Federal Employees
Military Personnel
United States Postal Workers
WHAT IS THE CFC?
The Story
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The Early Years
Fundraising in the early Federal workplace can be traced
back to the late 1940’s
Prior to the 1950’s, on the job fundraising in the federal
workplace was an uncontrolled free-for all. Agencies,
charities, and employees were ill-used and dissatisfied.
Some of the problems were:
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No specific period of charitable solicitation; they were done
throughout the year.
Quotas for agencies and individuals were freely established
and supervisors applied pressure to employees.
Designations were not allowed.
The Story Continued
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In 1961, President Kennedy gave formal authority to
permit fundraising in the Federal workplace and
authorized the U.S. Civil Service Commission to
develop guidelines and regulate fundraising in the
Federal service.
In 1964 the first “combined” called CFC were
conducted in select federal locations
On March 3, 1971 President Nixon announced that
the CFC would be the uniform fundraising method
for the Federal Service.
It continues to be the largest and most successful
workplace philanthropic fundraising model in the
world.
Your Role
Inform
co-workers about the CFC
Educate
them about their options
Distribute
materials
(pledge
card,
charity
listing book, posters etc.)
Pick-up
donations
(pledge
worker envelopes)
Report
results
cards,
key
What is the CFC?
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Only authorized solicitation
One campaign - once a year
One directory
Nonprofits must meet standards
Can give through payroll deduction, cash or check
OPM provides regulations, oversight and guidance
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Why the CFC?
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CFC eliminates year-round solicitation by
charitable organizations of Federal employees in
the Federal workplace
CFC offers a donor the convenience of using
payroll deduction to make charitable
contributions.
CFC lists only agencies that are pre-screened for
eligibility by your LFCC. The Office of Personnel
Management also verifies that every agency is
recognized by the IRS as a 501 (c)(3) nonprofit
agency.
The Magic of Payroll Deduction
It’s
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Simple
Easy on the pocketbook
Effective
Organizational Chart
OPM: Office of Personnel Management
LFCC: Local Federal Coordinating Committee
PCFO: Principal Combined Fund Organization
Sponsored
Representatives
Campaign
Coordinators
Keyworkers
(or committee members)
Individual Awards
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Patriot Giver
$120 - $249
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Supergiver
$250 - $499
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Hero Giver
$500 - $999
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Golden Eagle
$1,000 and up
Agency Awards
1. Gold Award:
Silver Award:
Bronze Award:
$125 per capita and up
$90 to $124 per capita
$60 to $90 per capita
2. Five Highest Average Campaigns
(with a minimum of 30% participation)
3. Five Largest Campaigns
Steps to a Successful Campaign
Number 1
Secure Support of Senior Management
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Obtain your agency directors personal commitment
and support.
Endorse the campaign at employee rallies/meetings
Encourage contributions at the leadership level.
Number 2
Review and Evaluate
* analyze past campaigns endorse goal
* meet with your SR
* Develop a campaign strategy and time table.
Steps, continued…..
Number 3
Form a Committee
* important for large offices. Select key people from
various departments to help you. Look for people who relate
well to fellow employees, who already support the campaign,
and who will participate enthusiastically.
Number 4
Train Committee and Keyworkers
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ask your SR for help
Steps, continued…..
Number 5
Set Campaign Goal
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challenge your office
strive for 100% contact (not participation)
establish a goal that provides motivation
and a sense of accomplishment.
look at your campaign giving history, number of
employees and determine their giving potential.
Number 6
Publicize Your Campaign
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posters, emails, agency fairs, regular
meetings, etc.
Steps, continued…..
Number 7
Utilize CFC Resources
for coordinators….
* sponsored representatives and CFC
staff
* agency speakers &/or tours
for employees….
* charity listing (formerly resource guide)
* pledge card
* 2012 annual report
Steps, continued…..
Utilize CFC Resources,
continued
for the
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campaign….
goal thermometers
theme posters
CFC video ( if available)
balloons
keyworker report envelopes
Steps, continued…
Number 8
Employee Meetings
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most effective way to reach employees
have an agency speaker
include your SR and the video (if available)
Number 9
Ask Everyone to Give
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most important part of campaign – the ask
remember, you’re asking for others, not
yourself
personally contact each employee, don’t
leave pledge card in their mailbox or on
their desk
Steps, continued…..
Number 10
Report Results
* periodically report results so employees can see
campaign progress (e-mails, thermometers)
* let your co-workers know how they did
* turn in pledge cards and reports to the
CFC office
Number 11
Wrap-up and Thank You
* have an awards ceremony or celebration
* evaluate your campaign and make notes for
next year’s coordinator
* thank employees, committee member and
volunteers for their participation
How to Read the Agency Listings
Agency Name
5 digit
code
Telephone
Number
EIN #
99999 ABC Charity (501) 555-1234 EIN #77-1234567
We provide food, clothing, shelter and job leads to
homeless families. No person or family is turned away.
8.5% Q,L,X
Taxonomy code
Annual fund raising
and administrative
costs
25 word
descriptive
statement
Sample Pledge Card
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33 3
55
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7 777
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1. Personal information
Clearly print your name (Last, First) and check the appropriate box (military or civilian).
2. Federal Organization
Name or abbreviation of the office you work for.
Check the appropriate box.
3. Work information
Provide the name of your agency and a daytime phone number. It will be helpful to the CFC auditors in case there is a question about your pledge.
4. Social Security Number
Fill in your social security number to authorize payroll deduction. Your SSN will not be used by the CFC office.
5. Contribution amount
For military payroll giving (12pay periods) or civilian payroll giving (26 pay periods), enter the AMOUNT of your gift per pay period, then the TOTAL GIFT amount for the
year 2013.
6. Cash or check giving
Please write in the amount of your gift. Make all checks payable to CFC or Combined Federal Campaign.
7. Designating your gift
Fill in the five-digit code number of the charity or charities you prefer. The NEW FIVE-digit code numbers are listed, with the agencies’ names and descriptions, in the 2013
Charity Listing. Under ANNUAL AMOUNT, indicate how much of your total annual gift you want to go to each agency
(Note: You may also write “IIII” for distribution to all charities listed in the international section. Undesignated funds distribution will be made in the same proportion as every
agency’s overall designated percentage.)
8. Choose to release your information
For your name to be released to designated charities, write in your name and provide the address you wish them to have. Without your authorization, the CFC office is
prohibited from releasing your name to the organization(s) you support. Authorized names and address of donors will be forwarded to the recipient charities at the close of the
campaign.
9. Sign and date the form
If you are giving through payroll deduction, this authorizes your payroll office to begin deductions in January 2014.
Top 5 Common Errors
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1. Illegible. If it is unreadable, the pledge may not
be processed correctly.
2. Monthly gift is listed as the annual gift-when
specifying your gift to each agency fill in the
ANNUAL AMOUNT.
3. Designation to an invalid agency code. Pledges
can only be made to agencies listed in this
campaign’s charity listing.
4. Pledge card is not signed. Payroll deduction
cannot be authorized if the pledge card is not
signed.
5. Social Security Number or Employee ID is not
provided – payroll deduction can not be authorized
without the SSN/EID
CFC Pledging
CFC donations are distributed ONLY to the charitable
agencies that were designated by a donor. If a
donor “Does Not Designate”, (i.e., leaves the
designation area of the pledge card blank) their gift
will be shared among all agencies in the brochure
proportional to the amount that the agencies
received in designations.
Agency X = Received 3% of
designations
Agency X = Will receive 3% of undesignated
funds
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Keyworker turn in procedures
Pledges received from donors should be turned in on a weekly
basis to the designated campaign person (Campaign
Coordinator, Sponsored Representative or PCFO Staff)
Campaign Coordinators or Keyworkers are responsible for:
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1 Distribution/Collection of Paper Pledge Card
2. Verifying that the pledge cards are legible and
filled out completely and accurately
3. Ensuring that cash and check contributions,
match the amounts indicated on the pledge
forms and key worker envelope.
4. Verifying the total pledge matches the amount
designated to the charity
5. Verify the use of five digit charity codes
6. Batching the pledge cards
a) Copy #1 is for payroll office. Payroll
deduction pledge cards are signed, and
include SSN or EID.
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b) Copy #2 is for PCFO. If it is a cash or check
pledge secure to the yellow copy with paper clip (NO
STAPLES!) and place in keyworker envelope)
c) Copy #3 for the donor for tax records. If the
donor turns in all 3 copies be sure to return this copy
to the donor.
7. If a confidential pledge is made, it should not be
recorded with any of the reported totals. Confidential
envelops should remained sealed until processed by
the PCFO. Simply put the number of confidential
contributions made at the top of the keyworker
envelope.
8. Campaign Coordinators turns keyworker envelope
over to Sponsored Rep. or CFC Staff
Individual
Awards
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Supergiver
 $250 - $499
Hero Giver
 $500 - $999
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Patriot Giver
 $120 - $249
Golden Eagle
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$1,000 and up
Leadership Donor Authorization Form
for donations over $1,000
Whether the donor wants to be recognized or not, we request that the form be
completed and sent to the CFC office.
If permission is given, names and federal offices will appear in the 2014
Combined Federal Campaign Charity Listing and the United Way Pillars Book.
Information to Share
Pick and choose from statistics, comments
and the frequently asked questions and share
with your co-workers.
How Effective is our CFC…
In 2012 CFC of Greater Arkansas raised over
$1,160,469
In 2012, CFC Campaigns raised over
$258.3 million!
$1 a week will provide...
4 nights of emergency shelter for a homeless person
$1 a week will provide...
A set of special utensils and dinnerware
for children with cerebral palsy
The CFC Touches
One In Six Lives Each Year…
..your friends..
..your neighbors..
..your family..
Has it touched yours?
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Be the One…
YOU CAN MAKE A DIFFERENCE!
Questions & Answers