Transcript Key worker training slide - Quantico

2013 Potomac Combined
Federal Campaign
Key Worker Training Quantico
Agenda
•
•
•
•
•
•
•
•
•
Registration
Welcome and Introductions
Guest Agency Speaker
CFC at a Glance
Marketing the Campaign/Best Practices
Handling Objections
The Paperwork
− Online Giving
− Brochures
− Pledge Cards
− Report Envelopes and Turn-ins
Gifts and Incentives
Questions and Wrap-up
2
How far you go in life depends on being tender with the
young, compassionate with the aged, sympathetic with
the striving, and tolerant of the weak and the strong.
Because some day in life you will have been all of
these.”
~George Washington
3
CFC at a Glance
• Once-a-year charitable fundraising campaign for Federal civilian
and military employees (September 1 – December 15)
• Established in 1961 by President Kennedy and administered and
regulated by the Office of Personnel Management (OPM)
(https://www.opm.gov/cfc/)
• Contributors are encouraged to designate to their favorite charity
or charities through payroll deduction
• Raised almost $7 billion over the last 50 years
4
Potomac CFC
•
•
•
•
•
•
2012 Potomac CFC Results
Total Amount Raised in 2012:
Number of Employees Solicited:
Number of Donors:
Participation Rate Overall
Average Gift:
Total Number of Charities Participating:
$ 1.283 million
20,527
3,112
15.2%
$ 412
over 3,200
(Local, National & International)
2012 MCB - Quantico Results
• Total Amount Raised in 2012
• Number of Employees Solicited:
• Number of donors:
• Participation Rate:
• Average Gift:
$808,662
15,122
2,214
14 6%
$
365
5
Donation Breakdown
In 2012 donors gave:
• $810,816 to National Organizations/Federations
• $ 61,019 to International Orgs./Federations
• $411,472 to Local Organizations/Federations
Locally, donors gave:
• $17,694 to the SPCA
• $10,608 to the King George F&R
• $ 9,845 to the King George Animal Rescue
6
The Gifts
• All donated funds, minus administrative expenses, go directly to the
organization specified. Administrative expenses are approved by the Local
Federal Coordinating Committee (LFCC).
• Contributions are VOLUNTARY!
• Donors 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
7
The Key Worker’s Role
• You are the key to success of the campaign!
− Department/agency events
− “Key” to collecting/reviewing pledge cards and turning in funds
• Your positive attitude will help ensure a favorable response
from you co-workers.
• You are the official representative of the charities that depend
on the CFC for funds.
− Agencies, in turn, help people in need in our community,
our country and around the world.
8
Marketing the Campaign
• Be creative and make it “fun” fundraising. Share creative
special events on the Facebook page for Key Workers.
• Use group meetings & the Speaker’s Bureau.
• Sponsor special events for your departments/agencies.
− Money collected during a special event is considered
undesignated
• Don’t take objections personally.
• All donations are voluntary so PLEASE, never coerce or
strong-arm.
• Encourage payroll deduction…it’s the easiest way to give!
• Say “Thank You”!
9
Campaign BEST Practices
•
•
•
•
•
•
•
•
•
Have a mini-Agency Fair
Invite an Agency Speaker
Have one or many department-wide Special Events
Have your Department/Agency Head/Supervisor show support
Ask employees to share their testimonial
Hold a Department-wide meeting and inform Employees about the CFC system
−
−
−
−
−
Reasons for giving
General CFC information
Discuss brochure and incentives
Answer questions
Hand out Pledge Cards and ask for Contributions
Say “Thank You”
Read the Top 10 Fundraising Ideas and pick one to implement!
Have FUN!
10
How to Handle Typical
Objections
•
Remember - Objections or complaints are not personal.
•
Encourage Questions - Provide information about CFC ask for
questions. This is a great system for giving!
•
Inform - The objection may not be real. It may stem from a
misunderstanding about CFC or a charity.
− Provide information so that person can make an educated decision about
their donation.
− Use the 2013 CFC Brochure as a resource.
− Call US! We can provide you with a wealth of CFC information.
− Check the Potomac CFC website: www.potomaccfc.org
•
Be sympathetic - Listen carefully to concerns.
•
Remain positive – Don’t get caught in an argument with the
employee, just remain positive.
•
Be enthusiastic!
11
The Paperwork
12
Ways to Give
• DoD Civilian and Military Personnel through your MyPay Account
for Payroll Deduction
• CFC Nexus at: https://www.cfcnexus.org/_potomaccfc/
• For pledges by Cash, Check, or Credit Card
• Paper copies for cash, check or payroll deduction
13
My Pay Slides
14
CFC Nexus Slides
15
Brochure
• Use ONLY 2013 Potomac CFC brochure.
• Or the online brochure at www.potomacfc.org
• 3 Sections: Local/ National/ International.
• Use 5 digit code to designate agency.
• Cannot “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 are included.
• Great resource for answering questions!
16
Pledge Cards
• Keyworker should review pledge cards for accuracy and legibility
• Ensure military branch of service is completed
• Minimum Contribution (for Payroll Deduction) MyPay or Paper Copy Pledges.
− Military Personnel is $2.00 per pay period
− Civilian Personnel is $1.00 per pay period
•
Make checks payable to the Potomac CFC
•
Yellow and printed out copy from CFC Nexus goes in envelope.
•
For Paper Pledges: White Copy goes to payroll processing office (Payroll
Deduction Only). If cash or check, white copy goes back to employee.
•
For Paper Pledges: Military Personnel Payroll Deductions require: Full SSN
and signature/date.
•
For Paper Pledges: Civilian Personnel Payroll Deductions require: Either full
SSN or Employee ID Number and signature/date.
17
x
US Army, USACIDC
27130 Telegraph Rd., Quantico, VA 22134
30.00
1 Oct 2012
123-45-6789
571-305-0000
780.00
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
156.00
156.00
156.00
156.00
156.00
123 Main St
Hometown, VA 22222
[email protected]
X
X
Signature
1 Oct 2012
Doe, John A.
x
US Army, USACIDC
27130 Telegraph Rd., Quantico, VA 22134
780.00
1 Oct 2012
123 Main St
Hometown, VA 22222
[email protected]
X
X
123-45-6789
571-305-0000
#1234
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
156.00
156.00
156.00
156.00
156.00
Report Envelope - Front
Your Name
USACIDC
G-3
27130 Telegraph Rd
Quantico, VA
(571)305-0000
27
Mr. Steve Murane
2
1
1560.00
790.00
3
2350.00
22134
21
1
1
$780.00
$780.00
$1560.00
1
$780.00
2
1
$780.00
2
$1560.00
1
$780.00
1
$780.00
1
$780.00
1
$780.00
1
$780.00
2
$1560.00
3
$2340.00
1
$780.00
2
$1560.00
3
$2340.00
Your Signature/Date
3
Report Envelope and
Turn Ins
• Complete the Report Envelope (Paper copies and CFC Nexus Pledges
both go in envelope).
• Attend Turn-ins Every Week
• Turn-in YELLOW COPY and Printed out CFC Nexus Pledge Copies.
• White copy goes to payroll processing office not in envelope
• Separate Military and Civilian, Payroll, Cash and Checks
• Keep Checks with the Pledge Cards
• Keep Cash with Pledge Cards
• Stay until a representative has verified the accuracy of the Report Envelope
• Collect incentives at the Turn-in
• Keep track of incentives - don’t forget to give incentives to donors!
23
1100-1300
SEPTEMBER
Turn-in Dates
Lejeune Hall
1100-1300 Hours
NOVEMBER
•
November
•
November 13
•
November 20
6
OCTOBER
•
October 2
DECEMBER
•
October 9
•
December 4
•
October 16
•
December 11
•
October 23
•
•
October 30
December 18 (Late, as
needed)
24
The Fun Stuff
25
Kick-Offs/Events
Marine Corps Base Quantico
Marine Corps Base Quantico
Main Side
Russell Knox Building
Dodge Ball Tournament
Kick-off/Agency Fair
Friday, September 13
Wednesday, October 2
Barber Physical Activity Center
11:00 AM – 1:00 PM
10:00 AM-1:00 PM
Door prizes!
26
Incentives
There is no set gift!
Every donation counts!
Lapel Pin
Gift of
$1 - $999
27
Incentives
Koolie Carry All
Cooler
Gift of
$1,000 – 4,999
28
Incentives
Irish Coffee
Mug
Gift of
Over $5,000
29
Points to Remember
• Learn about the CFC
• Use the 2013 Brochure for information
• Encourage Online Giving at www.potomaccfc.org
• Make your own gift first
• Organize a group meeting/event
• If a group is not possible, begin making one-on-one requests for a
contribution (September 1 – December 15)
• Say “Thank You”
• Review pledge cards for accuracy and readability
• Attend the Weekly Turn-Ins
− First turn-in date is October 2nd
• Give out incentives
• Collect any old brochures/pledge cards and recycle them
30
Where Do I Go
From Here?
• If you need further assistance contact:
Capt. Petway, MCBQ Campaign Chairperson
(703) 784-2151
[email protected]
Tammi Ellis, Potomac CFC
540-373-0041 ext. 310
[email protected]
Sharon Patrick, Potomac CFC
540-373-0041
[email protected]
Website: www.potomaccfc.org
Potomac Combined Federal
Campaign (CFC)
31
Any questions?
Thank you for your time!
32