1. Click to edit Master subtitle style ALL Coordinator TRAINING

2. 2011 Loaned Executives Karen Bennett (part time) Department of Defense, Office of Inspector General Jodi Dwyer Defense Finance and Accounting Service (DFAS), Columbus Janet Jackson Veterans Affairs Medical Center – Huntington, WV Tamara Moore DLA Land and Maritime - Finance Mary Fancil Defense Logistics Agency (DLA), Land and Maritime Randy Nelson United States Postal Service 2

3. 3 Loaned Executive Role Meet with CFC Area Coordinators and leadership to plan, organize, and schedule the campaign. Effectively communicate the need for support of vital community services. Communicate, to the LFCC, the progress of agency campaigns Work with Area Coordinators to coordinate agency fairs, speaker’s events, and other marketing opportunities. Pick-up / deliver campaign supplies and campaign envelopes.

4. 4 Loaned Executive Role Monitor individual account progress. Attend and assist the CFC manager and Coordinator at CFC events. Assist Area Coordinators in executing your campaign.

5. 5 Speaker Requests Individual Speakers and Agency Fairs https://uwco.wufoo.com/forms/p ublic-sector-speaker-request/

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7. 7 Coordinator and Key Worker Role

8. 8 Coordinator Role Definition of the “Coordinator” Responsibilities Make the “Ask” – Face-to-Face Solicitation Thank all employees and Key Workers

9. 9 Key Worker Role Definition of a “Key Worker” Responsibilities Ask fellow employees to join in giving Field questions & listen to concerns Thank each employee

10. Click to edit Master subtitle style Elements of a Successful Campaign and Support Funds

11. 11 Six Elements of Personal Solicitation 1. 1.Be ready 2. 2.Be Confident 3. 3.Explain 4. 4.Listen 5. 5.Solicit 6. 6.Say “THANK YOU”

12. 12 How to Handle Objections Focus on Solutions to Objections Always Listen Never Let an objection lead to an Argument Respond with Positive Solutions Turn Negatives into Positives Allow potential donors to verbalize opinions Don’t take it personally!!

13. 13   I give to my own charities/church   That’s great. Then you know how important it is to be charitable. Can you please consider including our CFC agencies in your charitable giving.   My spouse already gives   That’s great, however, each of us individually needs to share the responsibility of supporting our charitable community. Response to Why People Don’t Give

14. 14   I will not support management □ □ Your donation does not benefit management. This is your opportunity to give to charity and support the community.   I don’t have any extra money □ □ Sometimes it’s a sacrifice to give, however, there are so many people who are a lot less fortunate than you or I. Response to Why People Don’t Give

15. 15   I don’t know where my money is going   If you designate directly to an agency through the campaign, that is where your money goes. The agency will send an acknowledgement if you so desire. Response to Why People Don’t Give

16. 16   Get the Agency Head to fully support the campaign   Know the facts about CFC   Establish attainable objectives with your Loaned Executive Elements of a Successful Campaign

17. 17   Recruit your team   Train and support your team Your LE is available to conduct an onsite training for your team   Utilize CFC “Helpful Resources” Elements of a Successful Campaign

18. 18 Support Funds

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20. Campaign Materials Charity ListingCharity Listing Pledge CardPledge Card Campaign Report EnvelopesCampaign Report Envelopes Lapel PinsLapel Pins Promotional MaterialsPromotional Materials Leadership Level GiftLeadership Level Gift Report Envelope Tracking FormReport Envelope Tracking Form Donor Recognition Tracking FormDonor Recognition Tracking Form 20

21. 21 Remind Donors… Donations can be by payroll deduction, cash or check. (PAYROLL DEDUCTION IS ENCOURAGED) Designations are encouraged!!

22. 22 Report Envelope Tracking

23. Click to edit Master subtitle style Donor Recognition

24. Online Giving Options Employee ExpressEmployee Express CFC NexusCFC Nexus 24

25. Employee Express (EEX) Only available to federal agencies that currently have access to EEX for HR functionsOnly available to federal agencies that currently have access to EEX for HR functions Will appear as an option 9/1-12/15 on the EEX siteWill appear as an option 9/1-12/15 on the EEX site Reports will be made available periodically throughout the campaign and/or at the end of the campaign periodReports will be made available periodically throughout the campaign and/or at the end of the campaign period Agencies that have access to EEX WILL NOT have access to CFC NexusAgencies that have access to EEX WILL NOT have access to CFC Nexus

26. CFCNexus External VendorExternal Vendor Pledge detail will be printed and delivered, by your LE, for submission to your payroll processing departmentPledge detail will be printed and delivered, by your LE, for submission to your payroll processing department These reports should be submitted in your campaign report envelope along with other pledges and accounted for as suchThese reports should be submitted in your campaign report envelope along with other pledges and accounted for as such 26

27. Click to edit Master subtitle style Questions?

28. 28 Share Best Practices

29. Thank You 29