2016 Combined Federal Campaign Keyworker Training

2 INTRODUCTIONS CFC, Southeast Tri-State Region Staff: Ron Denson Vice President or Frank Giammaria Director, Campaign Development or (C) Monica Johson Marketing and PR Associate or

What is the Combined Federal Campaign?

4 WHAT IS CFC? The Combined Federal Campaign (CFC) has connected local, national and international charities with the caring donations of federal employees for over 50 years.

5 CFC IS A DIFFERENCEMAKER CFC is the world’s largest and most successful annual workplace charity campaign. $7 Billion In total donations since 1961

CFC Campaign Totals In 2015, employees in the SE Tri-State Region raised $1.8 Million The AVERAGE donation was: $275 or about $22 per paycheck

Campaign Participation 1 in 10 people participated

8 TRAINING AGENDA Quick History of CFC Objective of CFC Your role as a Keyworker Questions/Wrap Up

9 HISTORY OF CFC Prior to the 1950's, on-the-job fundraising in the federal workplace was an uncontrolled free-for-all. Agencies, charities, and employees were all ill-used and dissatisfied. Problems included: Donations requested often, all year long Supervisors pressured their employees to give Very little donor choice Did not raise much money Eisenhower

10 HISTORY OF CFC In 1961, President John F. Kennedy authorized the U.S. Civil Service Commission to develop guidelines and regulate fundraising in the Federal service. In 1956, President Eisenhower formally charged the President's Advisor on Personnel Management with responsibility for the development and administration of a uniform policy and program for fundraising within the federal service. In 1982, Ronald Reagan signed executive order 12353, "Charitable Fundraising," that created the modern Combined Federal Campaign under the United States Office of Personnel Management.

CFC Objective

12 CFC OBJECTIVE Provide every federal employee the opportunity to donate to CFC approved charities in the Charity Listing Guide. (We also want to successfully raise money for our nonprofit partners)

13 THE OPPORTUNITY TO DONATE Bringing Attention to the Campaign: Organization-wide marketing of CFC – Banners, road signs, digital marquees – Installation-wide s from leadership – Social Media Grassroots marketing + management of CFC – Personal “ask” to every federal employee

14 ORGANIZATION-WIDE MARKETING Implementing Social Media Two major platforms – Facebook – Twitter Why these platforms? – Have the most users across a large demographic – They allow us to distribute information about events, trainings, and campaign updates directly to our followers

15 FOLLOW TIME! Facebook-CFC Southeast Tri-State Region ORGANIZATION-WIDE MARKETING

Your Role as a CFC Volunteer

17 YOU are the FACE of the campaign! You are the resident CFC expert You know how to make a donation You know where to go for answers

18 SOLICITATION POLICY *NO SUPERVISORY SOLICITATIONS* If you have input on someone’s performance report-DO NOT SOLICIT! NO coercion NO setting of 100% participation goal NO development of a non-contributor list OR donor list NO establishment of individual dollar goal NO promotion of any single charity NO solicitation of contractors POs are responsible to ensure their Keyworkers do not break federal regulations surrounding this program. If your Keyworker does NOT attend training, YOU are responsible to ensure they understand the regulations of the program.

19 KEYWORKER EXPECTATIONS 1.Ask your assigned co-workers to make a donation to CFC Deliver the Donor Information Card at start of the campaign. Deliver the Check-Back Card 2-3 weeks later, or on the last week of your organizations campaign window per your Project Officer (PO) 2.Collect pledge card donations and associated cash/checks 3.Submit Keyworker reporting envelope to your PO as prescribed

Making “THE ASK”

21 MAKING “THE ASK” What is the #1 reason people make donations? They were asked to make a donation!

22 LESSONS FROM CINDY Ask every employee if they would like to make a donation and wait for an answer: “Yes” “No” “Maybe” (Follow up) Find the balance between annoying and persistent Enthusiasm + Authenticity Knowledge about the process of making a donation Quick responses to FAQs and Donor Concerns

23 MAKING “THE ASK” MATERIALS Information Card Check-Back Card

24 LABEL YOUR INFORMATION CARD Name Contact Information Unit Name: to track donations

25 “CFC is a chance for you to give to causes you care most about. It’s a way to give back to our community.” THE PITCH

26 TALKING POINTS  Thanks to volunteers, CFC raises funds efficiently, providing worthy charities a convenient funding source.  CFC is federally regulated and fully audited so you can trust that your donation is processed accountably.  Support several charities with a single donation.  Take advantage of payroll deduction to make a big impact at the end of the year with a monthly donation.

27 ADDRESSING DONOR CONCERNS Q: Why shouldn’t I just give directly to a charity? A: Remember, all the listed charities voluntarily applied to be a part of this campaign. They go through this application process to give you access to make a CFC donation.

28 ADDRESSING DONOR CONCERNS Q: I heard a lot of the donations goes to administrative overhead instead of to the charities. Is that true? A: All fundraising has some administrative overhead. However, the overhead rate for CFC is quite low, around <10%.

29 Found within the Charity Guide

Making a Donation

31 Pledge Card

32 Pledge Card-What’s Wrong?

33 Pledge Card-What’s Wrong?

34 Pledge Card-Correct

35 Charity List Find Charities: By Alpha order By Local, National, International

36 Charity List Air Force Memorial Foundation (703) EIN# Honors the service and sacrifice of America’s Airmen and their families. Our national treasure commemorates the pride, reverence, and heritage of our Air Force. 15.5% W,B,Qwww.airforcememorial.org W Public & Societal Benefit B Education Q International, Foreign Affairs & National Security

Collecting Paper Donations

38 DONATION COLLECTION PROCESS

39 CAMPAIGN ENVELOPE RETURN PROCESS

40 Encourage Online Pledging

41 Encourage Online Pledging 1. Reduces Math Errors 2. Can NOT pledge to an invalid Charity Code. 3. Donor will see the NAME of the charity for verification. 4. Best of all… Nothing required by you!

42

43 ONLINE DONATION REPORT

44

45 MYCFC.US Campaign Toolbox Campaign Materials Videos Report Forms