Transcript Key Worker Training

1
ILLOWA Bi-State Combined Federal Campaign
CAMPAIGN
KEY WORKER TRAINING
53 Years of Caring
Learning Objectives
2
By the end of today’s session, you will learn:

CFC overview, Campaign Goal and Campaign Theme

Role of the Key Worker

Giving options and regulations

Pledge processing procedures

Campaign tools and resources
3
CFC Overview and Campaign Plan
What is CFC?
4

CFC is the only authorized solicitation of the Federal employees in their
workplaces on behalf of approved charitable organizations.

The CFC began in the early 1960’s to coordinate with the fundraising efforts
of various charitable organizations so that the Federal donor would only be
solicited once in the workplace and have the opportunity to make charitable
contributions through payroll deduction.

Federal employees continue to make the CFC the largest and most
successful workplace philanthropic fundraiser in the world.

Illiowa Bi-State region raised $401,096 in 2013 for local, national and
international charities
2014 Campaign Dates: September 1 through December 15
Why Give?
5

Your donation through CFC enables you to help build healthier
communities.

Just $1 a week buys….

50 hours of activities for seniors at a Center

68 meals to low-income individuals

36 hot meals delivered to homebound elderly

12 elementary school students with trained volunteer tutors to help
with reading and math

10 children with bilingual beginning –to-read books to build early
literacy skills

Three 30 minutes appointments for health assessment and
counseling for individuals facing physical, developmental or mental
health challenges.
2014 Campaign Goal
6
2014 ILLOWA Bi-State
CFC GOAL
“100 percent ASK!”
2014 Campaign Theme
7

Promotes the individual choice of donors
to support personally relevant causes,
while emphasizing the benefit of
participation in a collective effort

Highlights the generosity and strength of
the Federal workforce
8
Role of the Key Worker
2014 Key Worker Goals
9

Ensure 100% ASK! with all employees

Increase number of donors and amount of gifts

Increase awareness about the impact of CFC on
our community

Engage employees in the campaign with new
creative ideas

Protect donor information and privacy
Here’s How
10
1.
Make a personal commitment
2.
Contact your assigned co-workers
3.
Thank your donors
Making the Ask
11

In a national study, 800 Federal employees were
interviewed:

70% said they would donate to CFC

Only 49% gave that year
The Key Worker
never made
“the Ask”
12
Giving Options and Regulations
Ways to Give
13
Give by payroll deduction, cash, or by check

Payroll deduction via My PAY


Payroll deduction – Pledge Form


Federal employees who have My PAY are able to pledge through the My PAY Website.
For recurring gifts, spread across 12 monthly installments for the military or 26 pay
periods for civilian employees.
Check or cash

For one-time gifts
Ways to Give
14

Designated


Undesignated


Use the 5-digit charity code
Distribution made in the same proportion as charities receiving
designations
Confidential gifts

Place in a sealed envelope to Pledge Form Carrier
Personal Choice
15
Select your charities of choice from CFC’s comprehensive list of more
than 2,500 approved charitable organizations using:
 Catalog of Caring



Not distributed to every employee; donors can request copy from Keyworker
Online Charity Search




Printed catalog of charity list with sections for local, national and
international organizations
Searchable online database
Sort by name, keyword, location, administrative overhead rate, CFC code
number or service category (e.g., health, disaster relief, education)
Accessible 24/7 at www.illowacfc.org
Universal Giving

New 2014 donation option that permits donors to pledge to a participating
charity not matter where the donor is geographically located

List of UG charities is ONLY located online (MY PAY & EEX)

Enter the charity’s 5-digit code on your paper or online pledge.
Regulatory Restrictions
16
What we cannot do:

Require 100% participation

Allow managers to solicit subordinates

Pressure colleagues to give a specific amount

Develop a list of non-contributors or contributors

Coerce fellow employees
Reference: 5 CFR 950
Solicitation of Federal
Civilian and Uniformed
Service Personnel
ILLOWA Bi-State CFC Website
17

Information, FAQs and news about CFC

Online campaign resources available for customization and/or
download

Campaign video with inspirational stories from fellow Federal
workers

Training materials and videos

Personal stories/essays

Union Endorsement
www.illowacfc.org
18
Pledge Processing Procedures
2013 Sample Pledge Form
19
2013 Sample Envelope
20
21
Campaign Tools and Resources
Key Worker Materials
22

Instructions-Key Worker Training

Pledge Form

Key Worker Envelopes

Marketing/Incentives

Catalogs/Brochures

Memorial Contribution Form (on website)

Poster
Catalog of Caring
23

Printed version



Provide limited copies to key person
Request donors to share with
co-workers
Online version

Available as PDF and online
searchable database at
www.illowacfc.org
Donor Recognition
24

Marketing/Incentives

Stylus

Pizza cutter

Cord wrap
QUESTIONS
25
CFC Points of Contact
26

Local Federal Campaign Committee (LFCC)


See page 2 of the brochure
Loaned Executives

Mary McDonough, (309) 782-8348, [email protected]

Ryan Hackbarth, (309) 782-8352, [email protected]

Mia Eddy, (309) 782-8331, [email protected]