1. Combined Federal Campaign Sept 9. 2019 - Jan 10. 2020
2019 Keyworker Training
Welcome to your role as a Keyworker for the 2019 Combined Federal Campaign (CFC)! Thank you for attending today’s training. I am [introduce yourself]. At the end of the hour we have together, you will be ready to be a CFC superhero. This year, you and thousands of Keyworkers like you will inspire your colleagues to Show Some Love to their favorite charitable causes and raise millions of dollars for those in need. This is a professional development opportunity, where you will be the CFC representative for your office/unit and the primary point of contact for CFC information and motivation, increasing your visibility and positively impacting the charities supported through the CFC.
Combined Federal Campaign Sept Jan

2. Campaign Video – Meet Alvin Shell!
This short video, which can be found on the homepage of our website, shows what the CFC is all about. [switch over to the website or your thumbdrive to show the video, if your are able.]

3. Agenda How the CFC Works How to Pledge KW Role and Responsibilities
Resources
Here’s what we will cover today. We will talk a bit about the CFC, then address your specific role and responsibilities as a Keyworker including step 4, practice making a pledge online. I will walk you through all the tools and resources we have available to help you.

4. How the CFC Works for Campaign Workers
The CFC is a federal tradition that facilitates charitable giving within all federal workplaces. The CFC has been around for 58 years and has generated more than $8.3 billion in pledges. This never would happen without the dedication of campaign workers like you! The CFC itself is divided into 36 regional zones.
This is a brief overview of how the CFC works for campaign workers. First you prepare for your role (part of which you are doing today!) by attending training, reading through the other tools and resources we have for you, thinking through what your cause is, and then making your pledge before you ask other people to give. Then, you inspire your co-workers to give! You will promote the campaign, plan and participate in fun events, involve the CFC-participating charities, and personally ask your co-workers to make a pledge. Your efforts will bring help and hope to millions of people as monetary and volunteer pledges support the thousands of participating charities.

5. How the CFC Works for Donors
This is a brief overview of how the CFC works for donors. Essentially, federal employees and retirees choose a cause they care about and find a CFC-participating charity working in that cause area. Then, they make a pledge using the online pledge portal or a paper pledge form. They can choose to give via payroll or annuity allotment, by using a bank account, or by using a credit/debit card. Federal employees can even volunteer. All pledge funds are collected by the Central Campaign Administrator and distributed to the charities throughout the year. Charities use these funds to provide their services and make a difference in our local community, across the nation and even around the world.

6. How the CFC Works for Charities
Finally, this is a brief overview of how the CFC works for charities. The CFC groups charities into three categories: local, national, and international. Each year, charities apply to be included in the campaign. Members of the federal government review these applications to ensure the charities meet the requirements. The vetted and approved charities can then be included in the charity list for that year. As a participating charity, they can attend events, provide success stories and examples of the impact federal employees can have, and share a video for the Virtual Charity Fair. I will show you where you can find the Virtual Charity Fair later when we tour the website. CFC charities love the campaign because it gives them access to millions of potential donors in the federal community and an unrestricted source of funding they can count on throughout the year.

7. Why CFC?
Now I want to talk to you about WHY the CFC is important. This campaign has some very special advantages. Here are six great reasons why people should choose to give through the CFC.
First, the hard work is already done! All of the charities participating in the campaign have applied, been reviewed and vetted, and approved to participate. All you have to do is find the one whose mission aligns with the cause you are passionate about supporting.
Second, it is very convenient, especially to give via payroll allotment. You can set up your pledge once a year and then rest assured that for the course of the year, your dollars are going to the charities you selected. This lets you spread your gift over the course of the year and give a little each month, which can add up to a significant amount by the end of the year.
Third, you get to choose your favorite charities. There are thousands to choose from, so there is something for everyone. And you can choose as many as you want. Again, you set up your pledge once a year and then everything is automated.
Fourth, it is easy to renew when you use the online pledge system. Your pledge is saved year over year and you can simply reload your gift basket. You can log on any time to print a copy of your pledge for taxes and to watch your funds be distributed to your charities throughout the year.
Fifth, federal employees can even volunteer to CFC-participating charities that accept volunteer hours. This allows people to give their time and talent in addition to their money.
Sixth, this campaign has a BIG impact. Charities have come to depend on the millions of dollars generously given through the CFC each year.

8. Making Choices

9. 2019 Campaign Theme Cause focused Expanded color palette
Illustrated approach
We have some pretty big plans for the 2019 campaign starting with the theme which evolves the popular Show Some Love from previous years through the addition of several new colors (turquoise, yellow, and magenta) and a fun illustrated approach to highlight federal employees’ causes. I will be showing you more examples of materials throughout the presentation and you can always find all of our materials available on our website [local URL].

10. Cause of the Week Calendar
One other important aspect of the 2019 campaign is our plan to highlight a cause of the week. This is the cause of the week schedule. We have a whole toolkit filled with resources to help you promote the cause of the week in your agencies. More information on Cause of the Week can be found on our website.

11. How to Pledge
Now, let’s talk about what we have available to help you. We have already talked about some of these things, so some of this is a review.

12. Online
[Switch to online giving portal demonstration slides here if you want to do a walkthrough of the system or you can save those for the end]

13. Paper Pledge Form Verify Office Code is correct
Check for legibility – if you cant read it, they cant either.
Check the math – must compute!
Payroll: Must sign and include either SSN or EIN (USPS ONLY)
Checks: Make out to CFC / Combined Federal Campaign. NOT the charity.

14. Your Role and Responsibilities
Let’s talk about your role and responsibilities. I have a checklist for you that outlines eight things you will be doing as a Keyworker. (pass them out)

15. Keyworker Checklist Attend a training session. Get your supplies.
Publicize the campaign.
Practice giving.
Ask each of your co-workers to participate.
Follow up.
Submit completed paper pledge forms.
Express gratitude.
As you can see, the Keyworker Checklist outlines eight main things you are responsible for as a Keyworker. You can go ahead and check off the first thing right now! Your Campaign Coordinator/Campaign Manager will let you know where/how to pick up materials and other supplies. There are several ideas here on how to publicize the campaign and I will be showing you some of the tools and resources we have available to help you do that. We will also walk through the online pledge system so you can get a feel for how to pledge online and we will look at a paper pledge form. We will also spend some time practicing how to talk to your co-workers about the CFC. And finally how to follow up, collect paper pledge forms, and thank your co-workers for participating.
For each item on your checklist, I will talk you through what tools and resources we have to help you complete each item.

16. 1. Prepare for your role Back page of KW guide – step one.
Attend training.
Review online resources.
Keyworker Checklist
Keyworker Guide
Making the Ask Video
Event Guide
Get your Supplies!
In a little bit, I will show you the website and where to find these training resources. For now, just know we have plenty to help you get ready for the campaign.

17. 2. Publicize the campaign.
General Posters
Barometer Poster
Table Tents
Advertisements
Pre-written Communications
Social Media Posts
Success Stories
Virtual Charity Fair
[presenter should speak to how to use each of these items to publicize the campaign]

18. 3. MAKING THE ASK – Video on website

19. 4. Follow up # 1 Reason People don’t give? No one asked them.
Research shows it may take four to six touchpoints before action is taken. Use the provided resources (donor cards, templates, etc.) to make following up easy. If there is a campaign event coming up, invite them to join you to have fun with colleagues and see what the CFC is all about!
# 2 Reason People don’t give? No one followed up.

20. 4. Collect Completed Pledge Forms
If any of your co-workers decide to pledge using a paper pledge form, it will be up to you to collect them, check them for errors, and pass them off to your Campaign Manager/Coordinator.

21. Processing Pledges – Video on website

22. 6. Express gratitude - ALWAYS
Always thank everyone for their time and for considering a donation through the CFC. Provide donor recognition items [if available in your zone, add them to the slide] to those who self-identify using the Response Card. You can use the pre-printed Thank You cards or download and print them from the website. Personalize your thank you by handwriting a note on the back.

23. Resources
Now, let’s talk about what we have available to help you. We have already talked about some of these things, so some of this is a review.

24. Tools and Resources on the website…
All of these resources and tools can be found on our website [insert URL] – which is a one stop shop for everything you could need.
[Walk through where the four categories of tools/resources can be found. Either in a live demo or by using screenshots. If you use screen shots, remember to take shots of your actual website and replace the generic ones shown here.]

25. Digital Tools / Resources Available
TRAINING RESOURCES
Keyworker Checklist
Keyworker Guide
Making the Ask Video
Event Guide
DONOR MATERIALS
Pledge Form
Charity List
Donor Cards
Thank You Card
PUBLICITY MATERIALS
General Posters
Barometer Poster
Table Tents
Advertisements
Pre-written Communications
Social Media Posts
Success Stories
Virtual Charity Fair
TOOLKITS
Start Strong
Cause of the Week
Event
Spirit Week
Finish Strong
Thank You
I am going to do a quick review of all the tools and resources and materials we have discussed today and then I will show you where to find them on the website.
There are FOUR categories of materials you can use during the campaign: training resources, donor materials, publicity materials, and toolkits.
Let’s start with training resources. Obviously, you are attending today’s training, which is fantastic. But, are you going to be able to remember everything we talk about today? Realistically, probably not. So, in addition to the checklist I gave you, we have a more detailed Keyworker guide, and there is a video you can watch as a reminder on how to make the ask. We also have a complete event guide in case you want to hold a CFC event in your office/unit.
The next category is donor materials – this includes the materials you will be providing to your coworkers including the response card and thank you card I showed you and the sketch board you filled in at the beginning of today’s training.
Publicity materials include the things you will use to help promote the campaign in your agency/office/unit.
And finally the six toolkits have ready-to-use communications, social media posts, activity ideas, and templates to help you kickoff the campaign (the Start Strong Toolkit), promote the Cause of the Week using the Cause of the Week Toolkit, host amazing campaign events using the Event Toolkit, implement CFC Spirit week after Thanksgiving using the Spirit Week Toolkit, push the campaign to a successful conclusion with the Finish Strong Toolkit, and then use the resources in the Thank You Toolkit after the campaign is over.

26. “The Power of Giving is Profound, and it is Impactful” Alvin Shell
Questions?
Are there any questions I can answer today?

27. Thank you
Remember, your efforts as a campaign worker will have a huge impact on the CFC-participating charities and those they serve. To recognize your hard work, we have a little gift for you at the end of the campaign. You will each receive a [insert campaign worker recognition program here].