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TEAM
(Together Everyone Achieves More)
Keyworker Training
Combined Federal Campaign
Potomac
2010
Together Everyone Achieves More
Thank you for volunteering!
Every ask leads to a gift that allows us to achieve more.
Together Everyone Achieves More
Unless someone like you cares a whole awful lot,
nothing is going to get better. It's not. ~Dr. Seuss
Agenda
Potomac
Combined Federal Campaign
Keyworker Training
I.
II.
III.
IV.
V.
VI
Registration
Opening Remarks
Introduction
Speaker
Training
CFC at a Glance
Gifts and Incentives
Brochures, Pledge Cards and Turn-ins
Marketing the Campaign and Group Meetings
Handling Objections/ Where Do I Go From Here?
Wrap Up
CFC at a Glance
• Once-a-year charitable fundraising campaign for Federal
civilian and military employees
• Established in 1961 by President JFK (2011 50th Anniversary)
• Administered and regulated by the Office of Personnel
Management (OPM) https://www.opm.gov/cfc/
• Contributors are encouraged to designate
• Employee benefit
CFC at a Glance
• Eligible organizations must meet reasonable standards of
financial integrity/public accountability
• Today, there are over 200 combined campaigns throughout the
U.S.
• Rappahannock United Way (RUW) has equitably served
Potomac CFC as the Principal Combined Fund Organization
(PCFO) since 1984
• CFC is considered “Official Government Business”
The Impact
Locally in 2009:
$46,748 to the Fredericksburg Food Bank
$29,567 to the Wounded Warrior Project
$22,558 to the Fisher House
$16,520 to the Fredericksburg SPCA
Worldwide in 2009: $300 million donated $6.6 billion since
inception.
Together Everyone Achieves More
You are touching thousands of lives through your gift of time and
effort.
Every charitable act is a stepping stone toward heaven.
- Henry Ward Beecher
The Gift
• All donated funds, minus administrative expenses, go directly to the
organization specified. Administrative expenses are approved by the Local
Federal Coordinating Committee (LFCC).
• Payroll deduction is easy and convenient.
• Deductions begin with the first pay period in January and end with the last
pay period in December.
• Contributions are VOLUNTARY!
• Contributors are encouraged to designate. Individuals can donate to as
many organizations as they wish, they just have to fill out additional pledge
cards.
• Undesignated funds: the proportions are determined by
the amount designated for each agency
Incentives
There is no set gift amount. EVERY contribution helps
Friend of the CFC
$150-$499
Can Koozie
CFC Hero
$500-$999
Grocery Tote
Stars and Stripes
Leadership Giver
$1,000-$2,499
Cooler
Incentives, cont.
Patriot Leadership
Giver
$2,500-$4,999
Platinum Leadership
Giver
$5,000 and up
Stainless Bottle
“If a free society cannot help the many who are poor,
it cannot save the few who are rich.”
~President John F. Kennedy
Pen Set
Brochure
•
•
•
•
•
Use ONLY 2010 Potomac brochure.
3 Sections: Local, National, International.
Use 5 digit code to designate agency.
Do not write in an agency.
Each agency must meet a strict set of guidelines in order to be listed in the
brochure.
• The % at the end of each 25 word statement is the administration cost of the
agency.
• Taxonomy Codes
• Great resource for answering questions!
Pledge Card-Page 1
FIVE-DIGIT CHARITY CODES
The CFC code is entered on your pledge form to
designate the charities of your choosing. All
participating charities will use a five-digit CFC code
assigned by OPM. This code remains constant
across campaigns.
Pledge Card- Page 2 &3
Page 1: Payroll Copy
Page 2: CFC Copy
Page 3: Donor Copy
FOR TURN IN PURPOSES:
Turn in page 1 & Page 2 still
attached to each other.
SSN# will be blacked out on
page 2 and page 3 of the
Pledge Card.
It is voluntary to submit your
SSN#; however, failure to
write in SSN# may result in
errors or an unprocessed
payroll deduction.
Cash/Check Contributions
DO NOT require SSN#
Pledge Card Info.
• Pledge only to agencies in the book
– Any designation code not in the book will default to
Undesignated Funds
• Donors may designate to more than five agencies, but
must fill out additional card(s). Write 1of 3, 2 of 3, 3 of 3 in
Top right hand corner.
• Double Check all Math on pledge cards
– No repeating decimals – do not round off (equal deductions)
– All designations should not exceed total gift but can be less
than total gift. (all monies less than total gift is marked as
undesignated.)
• Payroll Deduction must be a minimum of $1.00 per
pay period for civilians and $2 for military
Cash or Check Donation
• Cash or Check Donations
• >Write Check to Potomac Combined
Federal Campaign
• >Staple or Paper Clip Check or Cash to
pledge Card
• >Circle Cash or Check on Pledge Card
• >Total Cash or Check should be no more
than Designation Total.
Together Everyone Achieves More
Thank you for volunteering to make a difference.
You help the needy.
Marketing
the Campaign
• Be creative and make it “fun” fundraising. Share
creative special events on the Facebook page for
Keyworkers.
• Use group meetings & the Speaker’s Bureau
• Stress payroll deduction
• Sponsor special events (all money collected during a
special event goes to undesignated)
• Don’t take objections personally
• Never coerce or strong-arm
• Say “Thank You”
Group Meetings
• Remarks by keyworker
-Welcome
-Remarks endorsing the CFC
-Distribute brochure
• Remarks by guest speaker (i.e., supervisor showing support, employees testimonial)
• Explain the CFC system
-Reasons for giving
-General CFC information
-Discuss brochure and incentives
-Answer questions
• Ask for contributions
-Hand out pledge cards
• Say “Thank You”
How to Handle
Typical Objections
• Remember…it’s not personal.
• It might not be real —Some objections are “stalls” rather than
sincere objections. Try to find the real cause behind the concern.
Often it has stemmed from a misunderstanding about CFC.
• Be sympathetic—Listen carefully! If your prospective donor says
“my boss MADE me donate last time.” Explain that the CFC is
designed around volunteer donations only.
• Don’t argue—Arguing will force your prospective donor to
defend their objection on the spot. You may win the argument
but lose the contribution.
How to Handle
Typical Objections
• Encourage him/her to ask questions—Let your prospective
donor expand upon their concern and then address the
situation.
• Remember: If a question arises that you cannot answer, call
your department representative or PCFO. A prospective donor
will appreciate you taking the time to find the answer and get
back with them.
• Use brochures as a resource.
• Feel confident assuring the donor that “This is a Great System.”
• Be enthusiastic—it will rub off.
Report Envelope
TYPE
OF
GIFT
CIVILIAN
MILITARY
TOTAL
# OF
$
# OF
$
# OF
$
DONORS
AMOUNT
DONORS
AMOUNT
DONORS
AMOUNT
PAYROLL DEDUCTION
Designated
Undesignated
Subtotal
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CASH
Designated
Undesignated
Subtotal
CHECKS
Designated
Undesignated
Subtotal
TOTAL
Designated
Undesignated
Subtotal
Report Envelope and
Turn Ins
• Attend Turn-ins EVERY WEEK
• Complete the Report Envelope (use the report
envelope checker)
• Separate Military and Civilian, Payroll, Cash and
Checks
• Keep Checks with the Pledge Cards
• Keep Cash with Pledge Cards
• Do not separate copies, turn both copies in at Turnins
• Stay until a representative has verified the accuracy
of the Report Envelope
• Collect incentives at the Turn-in
Where Do I Go
From Here?
• Learn more about the CFC
• Make your own gift
• Organize a group meeting
• If a group is not possible, begin making a one-on-one
request for a contribution
• Say “Thank You”
• First turn-in date is September 15th
• Give out incentives
• Collect the brochures and recycle them
Where Do I Go
From Here?
• If you need further assistance contact:
- Captain Andrew Aranda Campaign Chairperson
703-784-5902 [email protected]
– Kathleen Smith PCFO Contact:
540-373-0041 x310 [email protected]
www.potomaccfc.org
http://www.quantico.usmc.mil/activities/?Section=CFC
Turn-in Dates
•
September 15
•
September 22
•
September 29
•
October 6
•
October 13
•
October 20
•
October 27
•
November 3
•
November 10
•
November 17
•
November 24
•
December 1
•
December 8
•
December 15
•
December 22/29 Late
•
12/10 Victory Party
11:30 – 1300 @ The Clubs at
Quantico
Kickoffs
Wednesday, September 15, 2010
Romenick Hall
Arrival Time: 10:00 a.m.
Agency Fair: 11:00 a.m. to 1:00 p.m.
Space for 30 Agencies
125 Expected Attendees
Tuesday, September 14, 2010
Bldg 1540T Side Parking Lot
Arrival Time 6:00 am
Agency Fair 7:00 am – 9:00 am
Space for 20Agencies
125 Expected Attendees
Dahlgren Parade Field
Arrival Time: 10:00 a.m.
Agency Fair: 11:00 a.m. to 1:00 p.m.
Space for 40 Agencies
350 Expected Attendees
Thursday, September 9, 2010
Butler Stadium
Arrival Time: 9:00 a.m.
Agency Fair: 10:00 a.m. to 1:00 p.m.
Space for 70 Agencies
500 expected attendees
Together Everyone Achieves More
Thank you for volunteering to make a difference.
You never know who may need you!
Questions?
Ask questions
and you shall
receive answers!
Thanks for
your time!