1. 2015 Combined Federal Campaign National Training 2014 Pilot Program: Charity Auto-Response Element (C.A.R.E) February 18-19 Fort Worth, TX

2. What is C.A.R.E.? An OPM-approved pilot program Provides instantaneous, after-pledge feedback from charities to contributors while protecting the contributor’s anonymity Limited to online giving portals (Debit, credit, e-check gifts) Feedback has two elements: Thank you message Information on what the charity plans to accomplish with contributor support

3. Why C.A.R.E.? To strengthen the connection between contributors and their charities of choice in an effort to develop long- term participants in the campaign Pledge Immediate Feedback Positive Feeling Stronger Connection to Charity

4. Beneficiary Contact Technique Impact of one 5-minute conversation with a scholarship recipient: 140% increase in time on phone 200-400% increase in donations received Effect persisted for at least three months See: Grant & Harrison, Harvard Business Review, June 2011

5. Who C.A.R.E.d? 12 participating campaigns in 2014: 3 Rivers/PA West CFC EscaRosa CFC Intermountain CFC Northeast Florida/Southeast Georgia CFC Heart of Midlands CFC Overseas CFC Potomac CFC Miami Valley CFC Suncoast CFC DFW Metroplex CFC Hawaii CFC Alaska CFC

6. The C.A.R.E. Process CFC participating charities asked to provide a C.A.R.E. statement Statements proofed for grammatical accuracy and regulatory violations Local LFCCs asked to write introductions for the C.A.R.E. emails Final list of charity statements and LFCC intros provided to CFC Nexus and CFC Accelerator CFC Nexus and CFC Accelerator C.A.R.E. responses tested

7. Sample LFCC Preface

8. Sample Charity C.A.R.E. Statement

9. C.A.R.E. Results 4,412 charity statements collected from those participating (approximately 21% of CFC charities) Over 95 percent all of those organizations were selected by a CFC contributor at least once Of 10,982 combined Nexus/Accelerator online pledges: 8,060 C.A.R.E. emails sent (i.e. contributor selected at least one C.A.R.E. charity) 73% Those 8,060 C.A.R.E. emails contained 14,874 designations to charities that provided a C.A.R.E. statement Optional 3-question survey at the end to measure response 192 responses (2 percent)

10. Survey Information Did you find the information from charities to be valuable?

11. Survey Information

12. Future Information What Information would you like to receive from charities in the future? 81 total responses – a few highlights: “What projects they are working on in the future. Issues they currently face. Needs they currently have.” “I would like to receive updates for what the charity I donated to has accomplished since the time of donation!” “I would like emails that give a story or specific person that my contribution has impacted.” “More transparency in how the money is used.” “Any news of their victories would be a welcome moment for celebration and keep their name and cause fresh in my mind.” Note: A significant number of respondents stated the C.A.R.E. responses were adequate and no further information was needed.

13. Recommendations 1. Continue/expand the program in 2015. – Add more participating campaigns 2. Make it clearer. – Shorter LFCC preface – More clear that contributors’ names have NOT been released 3. Increase charity participation. – Start sooner – Spell out the benefits