Combined Federal Campaign Coordinator Training 1

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STRUCTURE CAMPAIGN MATERIALS COMMONLY ASKED QUESTIONS COORDINTOR RESPONSIBILITIES HISTORY ORGANIZE/PLAN WAYS TO PLEDGE ELEMENTS OF A SUCCESSFUL CAMPAIGN PUBLICITY MAKE THE ASK SAY THANK YOU SECURE SUPPORT 3

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Office of Personnel Management (OPM) Sets policies and procedures nationally Local Federal Coordinating Committee (LFCC) Local Board of Directors comprised of local federal agencies. Principal Combined Fund Organization (PCFO) Provides both campaign and fiscal management. Loaned Executive (LE) Federal employee volunteer. Charitable Organizations The Donor Campaign Coordinators/ Key Workers 5

From the Federal Agency Head….. “The CFC ….It’s Important” From the Coordinator and Key Worker…. “Let me tell you about CFC” … let them know how their gifts can impact our community. & “Let me tell you my story” From Jennifer…. “Volunteer again Next Year…” 6

Charity Lists Pledge Cards Posters Thermometers Material Request Form Speakers Request Form Donor Gift Order Form 7

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Why not give directly to the charity? One buck isn't going to change the world. I know of a local charity that would like to be included in the CFC Charity list. 9

What If I don’t feel I can afford to give? I don’t like feeling pressured to give. How do I know that my pledge gets where I intended it to go? 10

Know the facts/ history about CFC Secure support Organize your team Create campaign plan Publicize your campaign- Website! MAKE THE ASK Wrap up campaign Say thank you, to all! 11

 In 1961, President John F. Kennedy signed Ex Order which authorized solicitation through the CFC.  In 2011, we celebrated the 50 th Anniversary of the CFC.  In 2006 the Dallas CFC and Ft. Worth CFC Combined to create the DFW CFC (formally known as the North Central Texas CFC.) 12

 $282 million pledged  $281 million pledged  $272.7 million pledged  2012-Let’s do our part to make the difference! 13

DFW Metroplex Campaign Totals 14

 Organizational structure  Total dollars raised  Participation  Average gift  Charity Impacts 15

 Meet with supervisor/agency head.  Make them the face  Support their involvement 16

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 Media/ Marketing Inter Agency Newsletter (weekly updates) Webpage(s) Bulletin Boards (Electronic?) Radio  Posters  Memos  Charity Speakers 18

 # 1 reason people don’t give  Educate, this is an opportunity  Make it personal, share a story  Confidentiality  Follow up  Make yourself VISIBLE 19

WHO? HOW?  Team  Federal Employees  Charities  For their time  Talents/support  Regardless of contribution  Meetings/events  s with updates  Donor gifts  Final close out 20

Coordinator Guide Power Point- Online CFC Staff & Loaned Executives Your Team- ask for help! Other Coordinators Your Leadership- top down support! 21

10 Minute Break! 22

Presentation by Ashley Walsh & Catrina Clemens 23

10 Minute Break! 24

25 HOW DO I PLEDGE? HOW DO I PLEDGE?

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PAYROLL DEDUCTION 27 Doe John P Social Security Administration / Ft Worth Six Flags Drive # 216, Arlington, TX x x 123 Connor Drive # 21 Fort Worth, TX /01/2012 x 11. Optional Information 1. Name 2. Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5. Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9. Charity Code 10. Annual Amount 12. Sign & Date a) Incentive awards check box b) Information release

PAYROLL DEDUCTION Calculation Errors 28 Doe John P Social Security Administration / Ft Worth Six Flags Drive # 216, Arlington, TX x x 123 Connor Drive # 21 Fort Worth, TX /01/2012 $ / 26 = $19.23 $19.23 * 26 = $ Example : 13. Double Check The Calculations $ x Optional Information 1. Name 2. Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5. Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9. Charity Code 10. Annual Amount 12. Sign & Date

CASH or CHECK 29 Doe John P Social Security Administration / Ft Worth 624 Six Flags Drive # 216, Arlington, TX x x 123 Connor Drive # 21 Fort Worth, TX # /01/2012 x 1. Name 2. Military / Civilian 3. Agency / Location 4. Address 5. Work Phone # 6. Cash / Check Amount 7. Check # Make checks payable to the Combined Federal Campaign 8. Identify Cash / Check Do Not Separate Cash/Check from Pledge Cards 9. Date of Contribution 10. Charity Code 11. Annual Amount 12. Optional Information 13. SSN# and Signature Box LEAVE BLANK

Payroll Deduction Envelope 30 Social Security Administration / Ft Worth 624 Six Flags Drive #216 TarrantTX76011 Jane Doe Name of Campaign Coordinator (CC) $ /01/ Fill out envelope completely Do not include cash/check pledges 2. Federal Agency Info Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 3. Audit Box Completed with CC and CFC Staff Total # of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff 4. Seal and Initial Envelope Together 5. Make a Photocopy of Envelope 6. Audit Box Fiscal Manager Verify Total # of Pledge Forms Verify Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director /03/ Process Deposit

31 Social Security Administration / Ft Worth 624 Six Flags Drive #216 TarrantTX76011 Jane Doe Name of Campaign Coordinator (CC) 10 $ /01/ /02/ * Error in addition, corrected to reflect new totals. 1. Fill out envelope completely Do not include cash/check pledges 2. Federal Agency Info Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 3. Audit Box Completed with CC and CFC Staff Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 4. Seal and Initial Envelope Together 5. Make a Photocopy of Envelope Envelope Errors 6. Envelope Correction Total # of Pledge Forms Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director Note of Changes Made Initials of the Fiscal Manager Initials of the SR. Director Corrected Envelope to the CC 8. Process Deposit

Social Security Administration / Ft Worth 624 Six Flags Drive #216 Tarrant TX76011 Jane Doe Name of Campaign Coordinator (CC) /01/2012 Cash/Check Envelope 1. Fill out envelope completely Do not include payroll pledges 2. Federal Agency Info Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 4. Audit Box Completed with CC and CFC Staff Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms 5. Seal and Initial Envelope Together 6. Make a Photocopy of Envelope Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 7. Audit Box Fiscal Manager 8. Process Deposit /02/ Do Not Separate Cash/Check from Pledge Cards Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 32

Types  Jeans Day  Taco Bar  Silent Auctions  Golf Tournaments  Get Creative… Things to know…  Funding sources  In kind donations  Food Directive  Ethics Officers 33

Fundraiser / Special Event Cash or Check 34 Name of Fundraiser / Special Event Social Security Administration / Ft Worth 624 Six Flags Drive # 216, Arlington, TX /01/ Name of Event 2. Agency / Location 3. Address 4. Work Phone # 5. Cash / Check Amount 6. Make All Checks Payable to the Combined Federal Campaign 7. Identify Cash/Check Multiple Do Not Separate Cash/Check from Pledge Cards 8. Date of Contribution 9. Charity Code 10. Annual Amount 11. SSN# and Signature Box LEAVE BLANK Multiple

Social Security Administration / Ft Worth 624 Six Flags Drive #216 Tarrant TX Jane Doe Name of Campaign Coordinator (CC) Silent Auction 09/01/ /01/2012 Fund Raiser/Special Event Envelope 1. Fill out envelope completely Do not include payroll pledges 2. Federal Agency Info Box Completed by CC Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 5. Audit Box Completed with CC and CFC Staff Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms 6. Seal and Initial Envelope Together 7. Make a Photocopy of Envelope Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 8. Audit Box Fiscal Manager 9. Process Deposit 3. Do Not Separate Cash/Check from Pledge Cards Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff /02/ Name of Fundraiser / Special Event 35

 Do NOT hold cash and/or checks for an extended time, turn in weekly.  Do process large amounts of cash as soon as possible.  Do take a large amount of coins and/or cash to the bank or a Coinstar location and have it converted into larger bills or cashier’s check. Attach receipt.  Do NOT route fundraiser donations through your personal account.  Do keep all donor contributions secure at all times.  Do attach a second pledge form to the initial pledge form if a donor has contributed to more than 5 charities and number each pledge form. (ex: 1 of 3, 2 of 3, 3 of 3) 36

Every Donor Gift 37

Humanitarian Award $650-$1299 ($25.00 Per Pay Period) 38

Ambassador Award $1300-$4999 ($50.00 Per Pay Period) 39

Presidential Eagle Award $5000 & Above ($ Per Pay Period) 40

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