Welcome to NEW Coordinator Training What is the CFC? • CFC is the world’s largest and most successful annual workplace fundraising campaign. • There are more.
Download ReportTranscript Welcome to NEW Coordinator Training What is the CFC? • CFC is the world’s largest and most successful annual workplace fundraising campaign. • There are more.
Slide 1
Welcome to
NEW Coordinator Training
Slide 2
What is the CFC?
•
CFC is the world’s largest and most successful annual workplace
fundraising campaign.
•
There are more than 200 CFC’s throughout the country and
internationally that raise millions of dollars each year.
•
To date federal employees have collected over $6 billion dollars for
local, national, and international charitable organizations.
•
Pledges made by Federal civilian, postal and military donors during the
campaign season support eligible non–profit organizations that provide
health and human service benefits throughout the world.
•
The Central Ohio and WV CFC collected over $1.8 million dollars
during the 2010 campaign.
Slide 3
33 County Giving Area
Adams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia, Guernsey, Highland,
Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum,
Perry, Pickaway, Pike, Ross, Scioto, Union, Vinton, and Washington counties in Ohio.
Cabell, Wayne and Wood counties in West Virginia.
Slide 4
CFC STRUCTURE
OPM
CABINET
LFCC
PCFO
Local
Federal
Agencies
Loaned
Executive
s
Chairperson
Coordinators
Key Workers
Project Officers
Sets Policy & Procedures
Leadership of LFCC
Conducts Local Campaign
Manages Local Campaign
Local, National
and
International
Charities
Slide 5
CFC STRUCTURE
Director, OPM
John Berry
Director, CFC Operations
OPM
CFC Staff
Curtis Rumbaugh
Mary Capule
CherLynn Stevens
Keith Willingham
Publishes CFC Regulations
Establishes Timelines
Provides Direction and Guidance
Develops & Publishes National / International List
Establishes Rules on Local Application’s
Final Appeal
Audits
Slide 6
PCFO RESPONSIBILITIES
Managing A Campaign
•
Honor employee designations.
•
Help to ensure no employee is coerced.
•
Train Loaned Executives, Coordinators & Key Workers.
•
Ensure no employee is questioned as to his or her designation.
•
Prepare campaign materials. (LFCC approval)
•
Fiscal Management
Slide 7
LFCC RESPONSIBILITIES
Conduct A Local Campaign
•
Encourage local Federal agencies to appoint Loaned Executives.
•
Encourage Agency Directors/CO’s to support the campaign
•
Ensure that, to the extent possible, every federal employee is given an
opportunity to participate in the CFC. (100% Contact)
•
•
•
•
•
•
•
- Hires PCFO
Approves Budget
Conducts Local Agency Eligibility
Provides Oversight of PCFO
Approves Campaign Material
Conducts Compliance Audit (Members from Federal Community)
Final Campaign Decisions
Liaison to Federal Agency Heads
Slide 8
Loaned Executive (LE) Responsibilities
•
Promote and make presentations about CFC to employee groups
as requested.
•
Deliver all material needed for employee campaigns including
pledge cards, brochures, report envelopes, and campaign
posters.
•
Ensure the CFC’s impact is demonstrated through the use of
agency tours, agency displays, speakers, and the use of the
campaign video.
•
Provide quality customer service to agency and campaign
volunteers.
•
•
Assist agency coordinators with planning, organizing
and conducting employee campaigns and meetings.
Follow-up with CFC Agency Coordinators weekly or as
needed.
Slide 9
Agency Coordinator Role
•
Develops, schedules and implements the agency campaign (i.e., special events).
•
Develops and implements a schedule for employee solicitation meetings to educate
employees about the CFC.
•
Assures that other offices in the campaign area are included in the campaign.
•
Reviews and analyzes the giving history and past campaign activities of the agency.
•
Recruits and trains campaign team (one for each 10 to 15 employees).
•
Distributes all campaign materials and collects and audits pledge cards in timely
fashion.
•
Communicates campaign progress, results and contacts assigned loaned employee
to pick-up report envelopes to be taken to the Campaign Coordinating Organization.
•
Completes the campaign during the specified time period with follow-up as
necessary.
•
Recognizes and thanks the agency campaign team.
Slide 10
Campaign Materials
Slide 11
Charity Listing & Posters
Slide 12
Pledge Card
Slide 13
Completing the Pledge Card
Be sure to instruct the employees
to use black ballpoint pen,
all capital letters and to press firmly!
3-Part Form:
1. Top page goes to your Payroll Office.
2. Middle page (white carbon copy) goes in the Report
Envelope.
3. Bottom page (pink carbon copy) to donor as
confirmation receipt.
Slide 14
Slide 15
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
WV
26302
Slide 16
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
104000
.
WV
26302
Slide 17
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
12345
99999
104000
900 00
14000
.
WV
26302
Slide 18
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
12345
99999
X
.
WV
104000
900 00
14000
5678 STREET RD
MARIETTA
09 13
11
OH
45218
Ima Donor
26302
Slide 19
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
12345
99999
X
.
WV
104000
900 00
14000
5678 STREET RD
MARIETTA
09 13
11
OH
45218
Ima Donor
26302
Slide 20
Campaign Report Envelope
Slide 21
Agency ABC
123 Main Street
Columbus
OH
43215
300
X
1
10
11
25.00
25.00
150.00
1,800.00
150.00
50.00
50.00
75.00 1,875.00
Ima Coordinator
Ima Coordinator
728-3000
Slide 22
Report Envelope Tracking
Slide 23
Donor Recognition Item
Slide 24
Slide 25
Support Funds
Slide 26
What are Support Funds?
• Funds for CFC Agency Events ONLY
• Reviewed/Approved/Amended by the LFCC
• Deadline to submit request is 9/16 – no
exceptions
• Reimbursement Process
Slide 27
Slide 28
Speaker Requests
Slide 29
Slide 30
Promotional Materials
• Website: www.cowvcfc.org
• Posters
• Leadership Level Gift
Slide 31
Magic Words
From the LFCC/Federal Agency Head…
“The CFC… It’s Important!”
From the Loaned Executive…
“What can I do to assist you?”
From the Coordinator & Key Worker…
“Allow me to educate you on the purpose of the CFC.”
“Thank You!”
Slide 32
Questions??
Welcome to
NEW Coordinator Training
Slide 2
What is the CFC?
•
CFC is the world’s largest and most successful annual workplace
fundraising campaign.
•
There are more than 200 CFC’s throughout the country and
internationally that raise millions of dollars each year.
•
To date federal employees have collected over $6 billion dollars for
local, national, and international charitable organizations.
•
Pledges made by Federal civilian, postal and military donors during the
campaign season support eligible non–profit organizations that provide
health and human service benefits throughout the world.
•
The Central Ohio and WV CFC collected over $1.8 million dollars
during the 2010 campaign.
Slide 3
33 County Giving Area
Adams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia, Guernsey, Highland,
Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum,
Perry, Pickaway, Pike, Ross, Scioto, Union, Vinton, and Washington counties in Ohio.
Cabell, Wayne and Wood counties in West Virginia.
Slide 4
CFC STRUCTURE
OPM
CABINET
LFCC
PCFO
Local
Federal
Agencies
Loaned
Executive
s
Chairperson
Coordinators
Key Workers
Project Officers
Sets Policy & Procedures
Leadership of LFCC
Conducts Local Campaign
Manages Local Campaign
Local, National
and
International
Charities
Slide 5
CFC STRUCTURE
Director, OPM
John Berry
Director, CFC Operations
OPM
CFC Staff
Curtis Rumbaugh
Mary Capule
CherLynn Stevens
Keith Willingham
Publishes CFC Regulations
Establishes Timelines
Provides Direction and Guidance
Develops & Publishes National / International List
Establishes Rules on Local Application’s
Final Appeal
Audits
Slide 6
PCFO RESPONSIBILITIES
Managing A Campaign
•
Honor employee designations.
•
Help to ensure no employee is coerced.
•
Train Loaned Executives, Coordinators & Key Workers.
•
Ensure no employee is questioned as to his or her designation.
•
Prepare campaign materials. (LFCC approval)
•
Fiscal Management
Slide 7
LFCC RESPONSIBILITIES
Conduct A Local Campaign
•
Encourage local Federal agencies to appoint Loaned Executives.
•
Encourage Agency Directors/CO’s to support the campaign
•
Ensure that, to the extent possible, every federal employee is given an
opportunity to participate in the CFC. (100% Contact)
•
•
•
•
•
•
•
- Hires PCFO
Approves Budget
Conducts Local Agency Eligibility
Provides Oversight of PCFO
Approves Campaign Material
Conducts Compliance Audit (Members from Federal Community)
Final Campaign Decisions
Liaison to Federal Agency Heads
Slide 8
Loaned Executive (LE) Responsibilities
•
Promote and make presentations about CFC to employee groups
as requested.
•
Deliver all material needed for employee campaigns including
pledge cards, brochures, report envelopes, and campaign
posters.
•
Ensure the CFC’s impact is demonstrated through the use of
agency tours, agency displays, speakers, and the use of the
campaign video.
•
Provide quality customer service to agency and campaign
volunteers.
•
•
Assist agency coordinators with planning, organizing
and conducting employee campaigns and meetings.
Follow-up with CFC Agency Coordinators weekly or as
needed.
Slide 9
Agency Coordinator Role
•
Develops, schedules and implements the agency campaign (i.e., special events).
•
Develops and implements a schedule for employee solicitation meetings to educate
employees about the CFC.
•
Assures that other offices in the campaign area are included in the campaign.
•
Reviews and analyzes the giving history and past campaign activities of the agency.
•
Recruits and trains campaign team (one for each 10 to 15 employees).
•
Distributes all campaign materials and collects and audits pledge cards in timely
fashion.
•
Communicates campaign progress, results and contacts assigned loaned employee
to pick-up report envelopes to be taken to the Campaign Coordinating Organization.
•
Completes the campaign during the specified time period with follow-up as
necessary.
•
Recognizes and thanks the agency campaign team.
Slide 10
Campaign Materials
Slide 11
Charity Listing & Posters
Slide 12
Pledge Card
Slide 13
Completing the Pledge Card
Be sure to instruct the employees
to use black ballpoint pen,
all capital letters and to press firmly!
3-Part Form:
1. Top page goes to your Payroll Office.
2. Middle page (white carbon copy) goes in the Report
Envelope.
3. Bottom page (pink carbon copy) to donor as
confirmation receipt.
Slide 14
Slide 15
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
WV
26302
Slide 16
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
104000
.
WV
26302
Slide 17
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
12345
99999
104000
900 00
14000
.
WV
26302
Slide 18
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
12345
99999
X
.
WV
104000
900 00
14000
5678 STREET RD
MARIETTA
09 13
11
OH
45218
Ima Donor
26302
Slide 19
IMA
DONOR
123 45 6789
CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVE
Parkersburg
555 555 5555
55
.
40 00
12345
99999
X
.
WV
104000
900 00
14000
5678 STREET RD
MARIETTA
09 13
11
OH
45218
Ima Donor
26302
Slide 20
Campaign Report Envelope
Slide 21
Agency ABC
123 Main Street
Columbus
OH
43215
300
X
1
10
11
25.00
25.00
150.00
1,800.00
150.00
50.00
50.00
75.00 1,875.00
Ima Coordinator
Ima Coordinator
728-3000
Slide 22
Report Envelope Tracking
Slide 23
Donor Recognition Item
Slide 24
Slide 25
Support Funds
Slide 26
What are Support Funds?
• Funds for CFC Agency Events ONLY
• Reviewed/Approved/Amended by the LFCC
• Deadline to submit request is 9/16 – no
exceptions
• Reimbursement Process
Slide 27
Slide 28
Speaker Requests
Slide 29
Slide 30
Promotional Materials
• Website: www.cowvcfc.org
• Posters
• Leadership Level Gift
Slide 31
Magic Words
From the LFCC/Federal Agency Head…
“The CFC… It’s Important!”
From the Loaned Executive…
“What can I do to assist you?”
From the Coordinator & Key Worker…
“Allow me to educate you on the purpose of the CFC.”
“Thank You!”
Slide 32
Questions??