1. CFC 101 Presented by: Edith Parrish, Associate Director/Campaign Operations Officer

2. 2 CFC 101 OBJECTIVES History and Benefits of CFC Importance of Adherence to OPM Regulations Structure and Governance of the Campaign Roles and Responsibilities of Key Campaign Components Campaign Dates

3. 3 FREQUENTLY USED TERMS CFC – Combined Federal Campaign CFCNCA – Combined Federal Campaign of the National Capital Area OPM – Office of Personnel Management LFCC – Local Federal Coordinating Committee PCFO – Principal Combined Fund Organization LE – Loaned Executive VC – Vice Chair CM – Campaign Manager KW - Keyworker

4. CFC HISTORY

5. 5 BACKGROUND Established by President John F. Kennedy in 1961 World’s largest fundraising campaign In 2015, our region (CFCNCA) pledged more than $46 million to charities Nationwide, the CFC has raised more than $8 billion for charities over the past 55 years

6. 6 CFCNCA PERFORMANCE 201020112012201320142015 Goal $67.0m$65.0m$62.0m $52.0m$50.0m Total Pledges $66.9m$64.5m$62.6m$51.2m$49.1m$46.6m Total # Solicited 367,774384,991365,858374,952373,837377,184 Total # Donors 134,478127,117110,63181,23574,24468,297 Participation Rate 36.57%31.48%30.24%21.64%19.9%18.1%

7. 7 CURRENT TRENDS Turning around participation decline. Average gift increase easing back with new donors at lower pay grades. Leading the way in modernization. Remember Integrity & Trust is the foundation of CFC The donor is the customer We handle people’s money & we handle it well

8. CFC Regulations

9. 9 CFC Regulations -§5 CFR 950 “The only authorized solicitation of employees in the Federal workplace on behalf of charitable organizations” § 5 CFR 950.102 (a) “A campaign may be conducted from September 1 through December 15 at every Federal agency in the campaign community…” § 5 CFR 950.102(a)

10. 10 CFC Regulations – 5 CFR 950 Significant Sections 950.104: LFCC Responsibilities 950.105: PCFO Responsibilities 950.108: Preventing Coercive Activity 950.204: Local List Eligibility 950.303: Local Federations Eligibility 950.304: Responsibilities of Local Federations 950.401: Campaign Materials 950.601: Release of Donor Names 950.602: Solicitation & Fund Raising 950.801: Campaign Schedule

11. 11 OTHER CFC DIRECTIVES DOD Directive 5035.1Fund Raising Within the Department of Defense OPM CFC MemorandumsUsed to promulgate administrative guidance, regulation modifications, reports, policies, procedures, timelines, events, model applications, model pledge card and National / International Lists.

12. 12 CFC AT A GLANCE CFC is the only authorized giving drive for Federal employees in the Federal workplace. The CFC is maintained in separate environments within the Metro area. Geographic boundaries are established by the Office of Personnel Management Federal employees donate to more than 20,000 approved local, national and international charities through the CFCNCA Campaign is cost-efficient and allows employees to improve the quality of life for all. Charitable contributions provide a steady stream throughout the year to charities which allows them to adjust their programs to the funds at hand.

13. 13 BENEFITS OF THE CFC CONFIDENCE Annual application process Annual audits Local Federal Coordinating Committee oversight Donor information is protected CHOICE Designation based CONVENIENCE Payroll deduction Electronic pledging Universal giving

14. REGULATION HIGHLIGHTS

15. 15 REGULATION HIGHLIGHTS Solicitation period September 1 – December 15 No coercive behavior – voluntary participation Special fundraising events are permitted during solicitation Contributions at these events are either undesignated or designated by the donor OPM Directive dated March 28, 2012 prohibits the following expensed items for PCFOs:  Food  Beverages  Entertainment

16. 16 REGULATION HIGHLIGHTS (cont’d) Federal Agency Ethics Officers should review all events, prizes, gifts and services and/or materials from private organizations. Payroll allotments are for one full pay year. Donors may cancel allotment at any time. OPM sets the minimum amount for allotments which may end upon cancellation of pledge, termination of employment, retirement or death. Federal payroll offices send aggregate funds to the PCFO who distributes funds on a monthly basis minus administrative cost

17. CFC STRUCTURE

18. 18 STRUCTURE OF THE CFC Sets Policy & Procedures Provides Campaign Oversight Manages Local Campaign

19. 19 CFCNCA STRUCTURE Keith Willingham, Director, CFC Vincent N. Micone, III, Chairperson, LFCC Scott Jackson, CEO, Global Impact Lou Torchia, Executive Director, CFC

20. 20 CFCNCA SUPPORT STAFF EXECUTIVE DIRECTOR SENIOR ASSOCIATE DIRECTOR CAMPAIGN TEAM MARKETING INFORMATION SYSTEMS AND SERVICES ACCOUNTING

21. 21 Campaign Chair Campaign Vice Chair Campaign Manager Campaign Coordinator Keyworkers Campaign Team

22. CFC STAKEHOLDERS

23. 23 LOCAL FEDERAL COORDINATING COMMITTEE LFCC Solicit For and Hire PCFO Approve Annual Budget Provide Oversight of PCFO Conduct Local Agency Eligibility Review Approve Campaign Material Maintain Records of all Business Activity Conduct PCFO Compliance Audit Make Final Campaign Decisions Serves as Liaison to Federal Agency Heads Recruit Members from Federal Community (Federal Civilians, Military & Postal)

24. 24 PRINCIPAL COMBINED FUND ORGANIZATION PCFO Manage All Aspects of Campaign Develop Campaign Materials Train Loaned Executives & Campaign Personnel Reach Out to Federations and Local Charities Collect – Process – Distribute Pledges Facilitate Appreciation Programs Serve as Fiscal Agent Maintain Detailed Schedule of Actual CFC Administrative Expenses

25. CFC KEYS

26. 26 2016 CAMPAIGN OBJECTIVES Operate an EFFECTIVE AND EFFICIENT Campaign while ensuring 100% contact. REVERSE the trend of declining participation Attract MILLENIALS without alienating existing support Inject FUN and ENERGY into the campaign

27. 27 KEYS TO SUCCESS Planning – Develop an action plan Training – How to make an ask Marketing – Strategies to promote campaign; changing giving behaviors Solicitation – Group, one-to-one, peer-to-peer

28. 28 COERCIVE ACTIVITIES Solicitation of an employee by supervisor Supervisory inquiries about individual participation or donations toward 100% participation goal Lists of non-contributors Use of donor lists for purposes other than pledge recording Using CFC as a factor in performance appraisal

29. 29 CONTRACTORS and RETIREES Cannot be solicited May participate by choice May make a one-time contribution

30. CAMPAIGN DATES AND FINISHING TOUCHES

31. 31 IMPORTANT CAMPAIGN DATES * Last Day to Submit Reporting Unit Number Changes – September 30 Campaign Solicitation Begins – September 1 Contest Begins – December 1 Campaign End Date – December 15 Campaign Contest Ends – January 20, 2017 Campaign Finale – March, 2017 * Special Campaign Activity Dates are listed in Campaign Leadership Guide

32. 32 3 – A’s ( ADJUST, ANTICIPATE, ACHIEVE) Believe in CFC and Yourself Be prepared to assist departments and agencies in achieving their goals. Engage colleagues and staff in discussions Ask questions – be the friendliest, most positive and enthusiastic person

33. 33 HOW DO YOU HANDLE CHALLENGES? Peacock Spontaneous and confident Eagle Natural leader; ambitious; passionate Owl Thoughtful, creative, analytical, serious Dove Good listener, mediator, reliable, compassionate

34. 34 PUTTING IT ALL TOGETHER LISTEN ASSIST MOTIVATE TRAIN BELIEVE

35. 35 Your audience wants to get to know you, to like you, to have confidence in you, to believe you, to trust you, to understand you, to learn from you, to smile or laugh, and to feel like you value them.” - Jeffery Gitomer Jeffery Gitomer, “Little Green Book of Getting Your Way” YOU

36. 36 LET’S HIT THE 2016 CAMPAIGN OUT OF THE PARK! CFC “Show Some Love”