1. WELCOME TO THE 2014 ARIZONA CFC UC/KW TRAINING

2. CFC TRAINING AGENDA Introduction The Combined Federal Campaign 2013 Arizona CFC Results Training Guide Campaign Materials What’s New Questions

3. THE COMBINED FEDERAL CAMPAIGN Established in 1961 by President Kennedy Responsibility of the Office of Personnel Management (OPM) For all Federal Employees world wide Local Federal Coordinating Committee (LFCC) responsible for local campaign The Principal Combined Fund Organization (PCFO) United Way of Tucson and Southern Arizona

4. CFC FACTS Largest single charitable campaign in the world Raised over $209 million last year Arizona CFC raised $1,909,359 last year Designation Breakdown 33.1%Local $632,216 62.5% National $1,193,228 3.1% International $59,614 1.3% Undesignated $24,301

5. 2013 ARIZONA CFC Total Designated Dollars: $1,885,058 98.7% Total Undesignated Dollars: $24,301 1.3% Total Dollars: $1,909,359-18.9% (decrease from last year) Payroll Deductions: $1,830,969 95.9% Cash/Checks: $78,390 4.1% 20132012 Avg. Payroll Deduction:$355$340 Avg. Cash Contribution:$118$102 Avg. Contribution:$329$315 Per Capita Contribution: $41 $50 Total No. of Contributions: 5797 7477 Participation: 12.3% 15.9% AFR: 9.4% 9.3%

6. TRAINING GUIDE

7. PCFO STAFF CONTACTS Phone: 520-903-9000 Fax: 520-903-9002 Jim Arnold – Ext. 235 jarnold@unitedwaytucson.org Carla Smith – Ext. 255 cfcaz@unitedwaytucson.org

8. WORKPLACE CAMPAIGNS vs. DIRECT GIVING REASONS TO GIVE THROUGH CFC More money goes to services rather than raising costs Larger gifts are possible through payroll deduction Charities who participate in CFC are held accountable Individual recognition and thanks for the donor Federal image and community pride Provides steady, year-round income for charities

9. STRATAGIES FOR A SUCCESSFUL CAMPAIGN Get Commander’s/Agency Head’s Support Set a Campaign Time Table Know the Program Get Your Team Together Have a Campaign Rally

10. STRATAGIES FOR A SUCCESSFUL CAMPAIGN Reporting Contact Educate and Publicize Follow-Up Thank the Employees

11. CAMPAIGN RALLIES 20-30 Minute Presentations Organization Speakers Organization Tours Fundraisers Be Creative!

12. SOLICITATION METHODS Group Solicitation: Pulling everyone together in a group setting to give information about the campaign. The solicitation is made prior to conclusion of the meeting.

13. SOLICITATION METHODS Steps to a Successful Group Solicitation Set the dates and time for your group solicitation. Distribute pledge cards and campaign brochures at the presentation. Ask for a gift at the guideline or an increase above last year. Answer any questions or concerns. Follow-up Ensure 100% contact.

14. SOLICITATION METHODS One-On-One Solicitation: Connecting with each employee on a individual basis to make a solicitation.

15. SOLICITATION METHODS Steps to a Successful One-on-One Solicitation Introduce yourself –Establish a rapport Share information about the CFC Ask for a gift at the guideline or an increase above last year. Answer any questions or concerns. Have employee fill out pledge card Say “THANK YOU!”

16. CAMPAIGN MATERIALS

17. CAMPAIGN MATERIALS 2014 Arizona CFC Pledge Card 2014 Arizona CFC Charity Guide 2014 Arizona CFC Alphabetical Index 2014 Arizona CFC UC/KW Pledge Envelope

18. CHARITY GUIDE/ALPHA INDEX Charity Guide Federation/Charity Listings 5-Digit CFC Code Name 25 Word Statement Telephone Number Web Address Administration/Fund Raising % Alpha Index Charities listed alphabetically 5-Digit CFC Code

19. PLEDGE CARDS

20. PLEDGE CARDS **New** Payroll box for 12 periods a year.

21. PLEDGE CARDS

22. PLEDGE CARDS

23. PLEDGE CARDS

24. PLEDGE CARDS

25. PLEDGE CARDS

26. EMPLOYEE EXPRESS (EEX)

27. EMPLOYEE EXPRESS (EEX)

28. CFC NEXUS Why Should I Pledge Online? Convenience Math is made simple Accessibility Replication It’s green! Efficiency https://www.cfcnexus.org/_arizonacfc/ Reports Searching

29. KEY WORKER ENVELOPE

30. KEY WORKER ENVELOPE

31. KEY WORKER ENVELOPE

32. KEY WORKER ENVELOPE

33. KEY WORKER ENVELOPE

34. KEY WORKER ENVELOPE

35. RECOGNITION LEVELS Pacesetter: $120 - $249.99 CFC Pen Leadership: $500-$749.99 CFC Sun Shade Eagle: $750-$999.99 Eagle Coin/ Coin w/ Stand Double Pacesetter:$250-$499.992014 Coin Double Eagle: $1,000 & up Eagle Statuette/2014 Year Tab

36. INCENTIVES. Pacesetter Pen Double Pacesetter Challenge Coin Leadership Sun Shade Double Eagle Statuette/2014 Year Tab Eagle 2014 Eagle Coin/with stand

37. INCENTIVES Return a copy of this form to Carla after your campaign to obtain incentive gifts. John Doe Dave Tyler Jill Jones Emily Street Tim Johnson Mary Smith Year Tab Joe Miner Eagle Kim Brown (Coin Only) Jane Doe Sarah Smith RETURN FORMS TO YOUR UC OR CC. ARIZONA COMBINED FEDERAL CAMPAIGN PACESETTER/DOUBLE PACESETTER/ LEADERSHIP LIST UNIT:___USPS KINO STATION________ ACCT #:___123456______ CC/UC/KW:___Mary Smith___________ PHONE:___299-8080____ PACESETTERDOUBLE PACESETTER LEADERSHIPEAGLE DOUBLE EAGLE $120.00 - $249.99 $250.00 - $499.99 $500.00 - $749.99 $750.00-$999.99 $1,000 & Up 3 Pens 2 Coins1 Sun Shade 1 Coin 1 Sun Shade 1 Eagle 1 Year Tab

38. INCENTIVES 38 ARIZONA COMBINED FEDERAL CAMPAIGN GIFT RECEIPT LIST UNIT:_______________________________ ACCT #:____________________ KW:________________________________ PHONE:____________________ I ACKNOWLEDGE THAT I HAVE RECEIVED THE CFC GIFT INDICATED Pens Coins Sun Shade Eagle Coin Eagle FIRST NAME MI LAST PAYROLL SIGN. DATE John D Doe 11-04-14 Kim Brown 11-04-14 Jane Doe 11-04-14 Mary Smith 12-04-14 KEEP THIS FORM FOR YOUR RECORDS.

39. WHAT’S NEW!

40. Universal Giving Available Through: CFC Nexus EEX MyPay. Now you have the ability to give to any charity that is a part of the Combined Federal Campaign regardless of your campaign’s location.

41. QUESTIONS

42. THANK YOU! Follow us on Twitter! Like us on Facebook! Visit our website! This training is sponsored By: Enterprise Rent-A-Car Trader Joe’s Sponsorship does not constitute federal endorsement.