MDRT – response to proposed regs

MDRT – Responding to proposed regs Determine overall goals & objectives Ask for clarification Ensure understanding of position Non-confrontational Document anticipated impact Provide talking points Campaign – congress, senate, FEB, coordinators, keyworkers, coordinators, participating charities, other stakeholders

Expand community of individuals solicited

Allow pledges upon start of federal service

Allow donors to renew or continue pledge by checking box

Explain true cost & benefit to donors

Enable universal giving

Shift campaign cost from donors to participating charities

Urge donors to release information to charities

Establish pre-emptive disaster relief response program

Change campaign dates to Oct 1 – Jan 15

Create central website for on-line giving

Standardize how payroll provide receipts to campaigns

Consolidate PCFO functions into regional centers

Improve CFC performance at the local level

Accelerate “go green” efforts

Monitor overall cost to seek efficiencies

Use surveys & focus groups to determine stakeholder’s wishes

Strengthen eligibility criteria that helps provide essential charity information to donors

Consider a tiered application process to reduce audit financial burden on small charities

Strength federation requirements to increase transparency & accountability

Streamline application process to reduce cost to charities

Reduce training cost

Reduce cost of events

Improve oversight of software acquisition & development

Improve overall oversight of CFC

Overall concerns Focused solely on expenses – does not include revenue Is this to phase out workplace giving? How is success gauged? Expenses reduced, ratio may increase Loss of community, morale Why no cash/checks? Could expense directive be modified?

MDRT – Putting it all together

MDRT – projects, initiatives & collaborations Document anticipated impact of proposed regs & campaign among stakeholders MDR committees: get your give on-line, press, celebration, donor-charity info, inspirational video, advocacy MDRT listserve

MDRT – still on table? Talking points – response to proposed regs – advocacy group?? National value proposition – funds work all year long, providing long term support – press group?? National theme

MDRT – national theme Theme 1 Theme 2