ALL Coordinator TRAINING

2011 Loaned Executives

Karen Bennett (part time)

Department of Defense, Office of Inspector General

Jodi Dwyer

Defense Finance and Accounting Service (DFAS), Columbus

Janet Jackson

Veterans Affairs Medical Center – Huntington, WV

Tamara Moore

DLA Land and Maritime - Finance

Mary Fancil

Defense Logistics Agency (DLA), Land and Maritime

Randy Nelson

United States Postal Service 2

Loaned Executive Role • Meet with CFC Area Coordinators and leadership to plan, organize, and schedule the campaign.

• Effectively communicate the need for support of vital community services.

• Communicate, to the LFCC, the progress of agency campaigns • Work with Area Coordinators to coordinate agency fairs, speaker’s events, and other marketing opportunities.

• Pick-up / deliver campaign supplies and campaign envelopes.

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Loaned Executive Role • Monitor individual account progress.

• Attend and assist the CFC manager and Coordinator at CFC events.

• Assist Area Coordinators in executing your campaign.

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Speaker Requests

Individual Speakers and Agency Fairs https://uwco.wufoo.com/forms/p ublic-sector-speaker-request/ 5

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Coordinator and Key Worker Role

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Coordinator Role • Definition of the “Coordinator” • Responsibilities • Make the “Ask” – Face-to-Face Solicitation • Thank all employees and Key Workers 8

Key Worker Role • Definition of a “Key Worker” • Responsibilities • Ask fellow employees to join in giving • Field questions & listen to concerns • Thank each employee 9

Elements of a Successful Campaign and Support Funds

Six Elements of Personal Solicitation 1. Be ready 2. Be Confident 3. Explain 4. Listen 5. Solicit 6.

Say “THANK YOU” 11

How to Handle Objections • • • • • • • Focus on Solutions to Objections Always

Listen

Never Let an objection lead to an Argument Respond with Positive Solutions Turn Negatives into Positives Allow potential donors to verbalize opinions Don’t take it personally!!

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Response to Why People Don’t Give 

I give to my own charities/church



That’s great. Then you know how important it is to be charitable. Can you please consider including our CFC agencies in your charitable giving.



My spouse already gives



That’s great, however, each of us individually needs to share the responsibility of supporting our charitable community.

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Response to Why People Don’t Give 

I will not support management

□

Your donation does not benefit management. This is your opportunity to give to charity and support the community.



I don’t have any extra money

□

Sometimes it’s a sacrifice to give, however, there are so many people who are a lot less fortunate than you or I.

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Response to Why People Don’t Give 

I don’t know where my money is going



If you designate directly to an agency through the campaign, that is where your money goes. The agency will send an acknowledgement if you so desire.

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Elements of a Successful Campaign  Get the Agency Head to fully support the campaign  Know the facts about CFC  Establish attainable objectives with your Loaned Executive 16

Elements of a Successful Campaign  Recruit your team  Train and support your team • Your LE is available to conduct an onsite training for your team  Utilize CFC “Helpful Resources” 17

Support Funds

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Campaign Materials

• • • • • • • • Charity Listing Pledge Card Campaign Report Envelopes Lapel Pins Promotional Materials Leadership Level Gift Report Envelope Tracking Form Donor Recognition Tracking Form 20

Remind Donors… • Donations can be by payroll deduction, • cash or check. (PAYROLL DEDUCTION IS ENCOURAGED) • Designations are encouraged!!

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Report Envelope Tracking

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Donor Recognition

Online Giving Options

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Employee Express

•

CFC Nexus

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Employee Express (EEX)

• • • • Only available to federal agencies that currently have access to EEX for HR functions Will appear as an option 9/1-12/15 on the EEX site Reports will be made available periodically throughout the campaign and/or at the end of the campaign period Agencies that have access to EEX

WILL NOT

have access to CFC Nexus

CFCNexus

• • External Vendor Pledge detail will be printed and delivered, by your LE, for submission to your payroll processing department • These reports should be submitted in your campaign report envelope along with other pledges and accounted for as such 26

Questions?

Share Best Practices

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Thank You

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