Keyworkers Make it Possible Your name: what agency are you from: What does an LE do - :03 Customize your training for each of your agencies. Celebrate their 2013 totals :03 Name of Agency

Campaign Video www.cfcnca.org

Agenda Welcome and Introductions Objectives The Campaign and Your Role How To Make Your Pledge www.cfcnca.org

The Campaign and Your Role

Combined Federal Campaign History Established by President John F. Kennedy in 1961 World’s largest fundraising campaign In 2013, our region raised $51 million for charities Nationwide, the CFC has raised more than $2 billion for charity over the past 52 years www.cfcnca.org

8 Tips for Being an Effective Keyworker Reach out to EVERYONE! Talk about the CFC in-person Encourage payroll deduction Understand online and paper pledge options Make giving personal Maintain campaign integrity Keep the campaign visible Give thanks www.cfcnca.org

How to educate your peers about CFC It is essential that you talk about CFC with every one of your assigned co-workers – 100% ask Explain how easy it is to give Discuss how important it is for us to support our community and give through the CFC Share a personal story Remind your co-workers that you are there to answer any questions they may have www.cfcnca.org

Important Tips Our Goal is 100% Ask Give your co-workers a chance to say YES! The best way to encourage giving is through conversation www.cfcnca.org

Your Approach to Co-Workers DO: Learn about the campaign; make your own gift; understand campaign structures; connect with co-workers in person ENGAGE: Share your own personal story; explain how easy it is to give; cite relevant facts about the good work done through CFC FOLLOW-UP www.cfcnca.org

Federal Regulations & Ethics Federal agencies cannot: Require 100% participation Allow managers to solicit their subordinates Pressure colleagues into giving Suggest donation amounts Develop a list of contributions OR non-contributors Coerce fellow employees www.cfcnca.org

Resources www.cfcnca.org

How to Make Your Pledge

Pledge and Designation Options www.cfcnca.org

Help Desk Support: support@cfcnca.org Online Giving 24/7 availability from anywhere – www.cfcnca.org Reduces costs and increases the money going directly to charities No paper to collect; no personal information to protect Help Desk Support: support@cfcnca.org 202-465-7230 www.cfcnca.org

Universal Giving Previously, donors could only give to national/international charities, or approved charities in their specific CFC region This year, CFCNCA donors will be able to give to any CFC approved charity in any region in the country The Universal Giving option is available through online giving ONLY www.cfcnca.org

Using Nexus for the First Time Register as a first time user Select your agency Enter your login and email information (remember your login!) Begin the pledge process www.cfcnca.org

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EEX Agencies www.cfcnca.org

MyPay Agencies www.cfcnca.org

Paper Pledge Forms www.cfcnca.org

Pledge Form Carrier (Form 100) Form 100s are used for processing paper pledges and print a paper pledge transactions. Form 100s are also used to process proceeds from events. www.cfcnca.org

Processing Paper Pledges Keep completed pledge forms secure at all times Ensure the co-workers have filled out completely and correctly All deduction amounts must match total annual deduction amount Payroll deductions need an authorization signature Cash or check donations must be included, signed, and made out to CFCNCA not the charity! Promptly turn in results to your Coordinator, Campaign Manager or another designated Campaign Worker to ensure the chain of custody of CFCNCA deposits www.cfcnca.org

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Processing Confidential Gifts To process a confidential gift: Receive completed pledge form with copy Place all items in a white envelope and seal it Write CFCNCA reporting unit number on front of the envelope www.cfcnca.org

How Do I Make the “Ask”? www.cfcnca.org

LE OR CM Contact Information Contact Name LE@cfcnca.org CFCNCA Line – (202) 465-7200 Direct Line – (202) 465 - XXXX www.cfcnca.org

Thank You For Making It Possible!

Coordinator Responsibilities The Following slides will show how the pledges are processed www.cfcnca.org

Deposit Bags for Coordinators www.cfcnca.org

Deposit Bags After Keyworker verifies the totals and the reporting unit number on the Form 100 the Coordinator should double check these items Coordinator then enters the Form 100 information in the “Deposit Bag” section of Nexus www.cfcnca.org

Ordering Supplies in Nexus Include as much information as possible in requests: POC, security, height, stairs, logistics, etc. If you need any supplies above the pre-calculated amounts, write it in the miscellaneous notes section Try to coordinate requests if possible – especially if there are multiple agencies in the same building www.cfcnca.org

Ordering Supplies in Nexus www.cfcnca.org

Scheduling Charity Events www.cfcnca.org

Department/Agency Awards Chairman’s Award Honor Award Merit Award President’s Award Million Dollar Circle Participation Award Campaign Leadership Award Summit Award www.cfcnca.org

Thank You for Making it Possible