Transcript Heartland CFC 2012

2014 Campaign
Coordinator
Workshop
HEARTLAND CFC
WORKSHOP OBJECTIVES
 Campaign Basics
 Discuss Special Events & FUNdraising Ideas
 Cover CFC E-Technology
 Learn Reporting & Forms
 Discover Online Resources
 Discuss 2014 Changes
MISSION STATEMENT
The mission of the Combined Federal
Campaign (CFC) is to support and to
promote philanthropy through a
program that is employee-focused, cost
efficient and effective in providing all
Federal employees the opportunity to
improve the quality of life for all.
PURPOSE OF THE CFC
Offering a single guide,
called the Charity Listing,
and payroll deduction,
the CFC brought the diversity of
fundraising efforts under one
efficient and fair umbrella.
One campaign….Once a year.
QUICK FACTS ABOUT THE CFC
 Only government-authorized means of solicitation to
employees in the federal workplace - on behalf of
charitable organizations
 Most inclusive workplace giving campaign in the
world
 Currently over 100 campaigns nationwide & overseas
 Over 24,000 nonprofit organizations worldwide
 In 2013, nearly 800,000 federal, military and postal
employees contributed $209.7 million
 2014 is 54 TH anniversary of CFC!
 More than $7 billion has been contributed since 1964
THE THREE C S
CHOICE
 The Combined Federal Campaign
belongs to YOU
 It is designed as a partnership
between the employee, the
Federal Government and the
charitable organizations
 It operates completely through
direct donor choice
T YPES OF CHARITIES
National/International
Organizations
Local
Federations
(has member charities)
Local Independent
Organizations
CONVENIENCE
Multiple convenient ways to give:
1. One-time gifts (check/cash)
2. Payroll deduction (most popular)
3. Online giving (payroll deduction)
Employee Express, myPay and CFC Nexus
4. Special Events/Fundraisers
CREDIBILITY
 All CFC-approved charities must meet specific criteria:
 501c3, non-profit
 Audited
 Run by a Board of Directors
 And other considerations
 Federal employees review all charities listed in the catalog
 The CFC has a proven track record of ef ficiency and accuracy
with charity reviews
HEARTLAND CFC AREA
CFC ORGANIZATION
Local Federal
Coordinating
Committee
(LFCC)
Co-Chair
(Management)
Co-Chair
(Labor)
Division
Chair
Division
Chair
Division
Chair
Loaned
Executive
Loaned
Executive
Loaned
Executive
Campaign
Coordinator
Campaign
Coordinator
Campaign
Coordinator
Campaign
Coordinator
Campaign
Coordinator
Canvasser
Canvasser
Canvasser
Canvasser
Canvasser
Campaign
Coordinator
Canvasser
The Heartland CFC is proud of its low
fundraising cost
40.00%
35.00%
30.00%
25.00%
20.00%
10.50%
10.00%
0.00%
10.60%
7.15%
Heartland
CFC
Local
United
Way
CFC (Nat’l
Average)
Average
Non-profit
Overhead acceptable
by Better Business
Bureau (2012)
MAJOR 2014 CAMPAIGN STRATEGIES
• EMPATHIZE with your fellow employees during
difficult times
• Attain 100% ASK rate for all agency employees
• CELEBRATE the Federal government’s charitable
spirit by planning a campaign event with Agency
Head support, especially charity speakers/displays
• Engage and educate younger employees (become
donors)
• Host a CFC LUNCH & LEARN for your employees
REASONS FOR TURNOVER
Financial Limitations
10%
Workplace Change
14%
Communications Gap
Proactive or Competitive
17%
59%
United Way Research – 2007 Public Poll and ACI Study
 F inancial Limitation
 Laid off/unemployed
 Medical expenses
 Workplace Change
 Changed jobs/retired
 Workplace campaign was
discontinued
 Communications Gap
 No one asked me
 I did not get any
information
 Proactive or Competitive
 Chose other charities
 Overhead is too high
MAKE THE MOST OF YOUR DONATION
Heartland Combined Federal Campaign
7.15%
2013 Fundraising/Administrative Cost
Undesignated dollars raised in 2013
$200,404
Your Donation Has Impact:
Example for 2013
Your amount pledge through CFC
$200.00
Undesignated Dollars for your charity (10.45%) + 20.90
Cost of Administration & Fundraising (7.15%) - $ 14.30
Your total designated gift to your charty
$206.60
COORDINATORS:
GENERAL RESPONSIBILITIES
 Plan special events & fundraisers within agency,
including scheduling charity fairs & speakers
 Turn in all pledge cards, cash/checks, special events
donations, etc.
 Maintain record of donations/pledges within agency
(verify accuracy with LE)
 Distribute donation gifts to employees
 Thank all employees & volunteers
 Distribute info/updates to employees (as provided by
agency head, LE or CFC staff, as needed)
 Refer to Page 8 of Coordinator’s Guide book
COORDINATORS / CANVASSERS
Campaign
Coordinators
~ Check paper pledge
forms for accuracy
~ Fill out the campaign
report envelopes/turn in
donations
~ Submit reports and
donations/pledges to your
Loaned Executive
Both
~ Develop campaign
objectives
~ Plan and implement
Campaign
campaign events
Canvassers
~ Disperse pledge cards ~ Collect pledge cards
~ Discuss donating
with all employees
TRAINING CANVASSERS
 Materials are available online for you to train your
Canvassers
(Click on “Coordinators & Canvassers” tab and select CFC
Canvassers link)
 Your Loaned Executive is also available to assist you and
can also provide you with a copy of the training
presentation
CC GUIDE BOOK OVERVIEW
Let’s look through your Guide Book…
CAMPAIGN MATERIALS
• Charity Listing Catalog
• 2014 Pledge Cards
• Coordinator Report Forms
• Report Envelopes
• Various Promotional Items
• and more…
2014 CHARITY LISTING
2014 CHARITY LISTING
Every 2014 Heartland-approved charity is listed in this Charity
Catalog with the following information:
NATIONAL TAXONOMY OF EXEMPT ENTITIES
(NTEE) CLASSIFICATION SYSTEM
A
B
C
D
E
F
Ar ts, Culture, and Humanities
Education
Environment
Animal Related
Health Care
Mental Health & Crisis
Inter vention
G Voluntar y Health Associations
& Medical Disciplines
H Medical Research
I Crime & Legal Related
J Employment
K Food, A griculture & Nutrition
L Housing & Shelter
M Public Safety, Disaster
Preparedness & Relief
N Recreation & Spor ts
O Youth Development
P Human Ser vices
Q International, Foreign Af fairs
& National Security
R Civil Rights, Social Action &
Advocacy
S Community Improvement &
Capacity Building
T Philanthropy, Voluntarism &
Grantmaking Foundations
U Science & Technology
V Social Science
W Public & Societal Benefit
X Religion-Related
Y Mutual & Membership Benefit
Z Unknown
2014 PLEDGE CARD
1
4
2
3
5
7
6
Please do not
contact charities
before completing
form
Email forms to:
leilajones@heartland
cfc.org
ONLINE RESOURCES
www.heartlandcfc.org
• Campaign Planning Documents:
 FUNdraising & Events Planning Form
 FUNdraising Event Ideas (detailed)
 Checklist
• Sample Forms & Instructions
 Campaign Report Form
 Incentive Request Form (Community
Supporter)
 Speakers’ Bureau Request Form
 Pledge Card
Online Donation Instructions
•Sample & Template documents:
 Thank-You certificates
 Sample letters, emails & newsletters
 Solicitation & Thank You Letters (to
companies)
Speeches, Meetings and Rallies
• Online Catalog and Charity Search Engine
• Online Pledging Access
• Calendar of Events & Announcements
• Campaign Progress
• Posters
• Downloadable Pledge Form (PDF format)
And so much more…
2014 INCENTIVE LEVELS
EAGLE DONORS
Donations of $1,000+
COMMUNITY INVESTORS
Donations of $500-999
ACE AWARDS
(Achieving Campaign Excellence)
Bronze Level
50% Participation
$80 per capita
Silver Level
66% Participation
$100 per capita
Gold Level
80% Participation
$120 per capita
Agencies achieving these levels will receive a framed
certificate at the Awards Ceremony in January.
OTHER AWARDS
Caring for Community Award
Highest Percentage Growth
Highest Dollar Growth
Highest Average Gift
For each agency size, based on number of employees:
Less than 10, 10-49, 50-499, 500+
OPM CFC Hero Award (individuals)
JOHN F. KENNEDY AWARD
NEW IN 2014
COMMUNIT Y SERVICE VOLUNTEER
RECOGNITION
KEY CAMPAIGN DATES
Loaned Executives’ Duties Begin
Campaign Coordinator Workshops
Campaign planning & Training
CFC Leadership Summit
August 25
August 19
September 2 & 9
September 10
August/September
September 24
HEARTLAND CFC KICKOFF
Campaign Events for your Agency
Loaned Executives available
HEARTLAND CFC ENDS
Loaned Executives’ Final Day
October 1
(Set your dates)
Sept-Dec. 5
November 21
December 5
CFC Awards Ceremony
January 14, 2015
(tentative)
ONLINE PLEDGES & REPORTING
PRESENTATION
QUESTIONS?