1. SERVING our COUNTRY SUPPORTING our COMMUNITY It’s who we are. It’s what we do. Fort Stewart Keyworker Training 2014 Coastal Georgia Combined Federal Campaign

2. Contents  Chairman remarks and general information  Your role as keyworker: How to process pledges  Your role as keyworker: How to promote the CFC  Frequently asked questions  Closing remarks and important dates 2

3. CFC General Information 3  2014 CFC Campaign Chair Lt Col Ron Speir, GaANG Commander, 117 th Air Control Squadron  2014 Campaign Video Can be found herehere

4. Thank you!  Thank you for serving as a CFC keyworker. Your efforts on behalf of the campaign help to raise millions of dollars to help people in need and support the causes that mean most to you and your coworkers. 4

5. What is the CFC?  The Combined Federal Campaign (CFC) is the world's largest and most successful annual workplace charity campaign, with almost 200 CFCs throughout the country and overseas.  Pledges made by Federal civilian, postal and military donors during the campaign season (September 1 st to December 15 th ) support eligible non-profit organizations that provide health and human service benefits throughout the world. 5

6. Coastal Georgia CFC  The Coastal Georgia CFC raised more than $477,000 in 2013 to support charities that provide life-enriching and life-saving programs for people and communities locally, across the nation, and around the world.  100 local charities are participating in the 2014 CFC, in addition to nearly 2,400 national and international organizations.  Our campaign includes all federal agencies located in a 17 county territory. Agencies include US Army, Postal Service, Federal Civilian, and other DoD. 6

7. Key Definitions  Local Federal Coordinating Committee (LFCC) Federal Leaders who provide regulatory oversight of the campaign  Campaign Cabinet Senior federal employees who plan and implement the campaign  Campaign Chair Department or agency head who supports the campaign and leads the Cabinet  Principal Combined Fund Organization (PCFO) Non-profit organization that sponsors the CFC and runs back office, year-round functions. United Way has held this role since 1982. 7

8. Key Definitions (cont.)  Loaned Associate (LA) Federal employee who works full time with the CFC staff for approximately six months to support campaigns and engage donors  Keyworker Federal employee who works within the agency or unit to collect donations and personally reach out to colleagues to solicit and promote the CFC  Donor Federal employee who contributes to the CFC via payroll deduction, cash, check, or eGiving donation 8

9. What a Keyworker Does  Train and Prepare Attend training sessions and visit www.cfccoastalga.org for more info Make sure you have your supplies  Pledge Make your own donation to demonstrate that you believe in what you’re doing  Promote Keep the campaign visible with posters, social media, and emails  Host a Meeting Have a Loaned Associate come to your workplace to speak  Ask Encourage every co-worker to contribute and explain how they can donate  Fundraise Coordinate special events to encourage participation  Process the Paperwork Complete all forms and schedule regular turn-in dates throughout the campaign  Thank Sincerely thank every co-worker you contacted 9

10. How to donate to the CFC These are the options for donating to the CFC. Employees can search for charities in the 2014 Charity Brochure or at www.cfccoastalga.org Paper Pledge Form Donor completes a paper pledge form and turns in to the keyworker  Payroll Deduction  Cash or Check Online Giving Donor visits www.cfccoastalga.org, logs in or registers, then follows step-by-step instructions  Payroll Deduction  Credit/Debit Card  Universal Giving Donors can chose as many charities as they’d like to contribute to 10

11. How to fill out paper pledge form Amount Deducted Per Pay Period One-time Amount Total Annual Amount CFC Code Total Annual Amount (again) 11

12. How to pledge online Click Here! www.cfccoastalga.org 12

13. How to pledge online (cont.) Search Charities Log in Register 13

14. Your role as Keyworker: How to process pledges Overview: 1.Collect paper pledge forms from donors. Thank them for their gift! 2.Compile tally sheets with donor names and amounts. 3.Turn in pledge forms, donations, and forms to your installation POC - Mr. Alvin Lundy (912)767-2798 4. Distribute the Appreciation Awards to those who have earned them 14

15. Keyworker Turn-in Forms:  Keyworker Report Form List the total donor and dollar amounts included in this turn-in Use this form as a cover page  Cash/Check Tally Sheet Attach the pledge forms to the tally sheet in the order written Keep the money secure and organized  Payroll Tally Sheet Make sure the “per pay period” amount adds up to the “annual gift” amount Attach the pledge forms to the tally sheet in the order written  Appreciation Award Tracking Form Based on the Tally Sheets, list the donors that have earned each award 15

16. Cash/Check Donations – Paper Pledge Form  Confirm that $ amount contributed = $ amount listed on pledge form  Return Copy #3 to the donor  Fill out the Cash Tally Sheet to reflect donor name, amount, giving level; add up the total number of donors and dollar amount per sheet  Paperclip pledge form Copy #1 and Copy #2 to the tally sheet in the order they are written  Fill out the Appreciation Award Tracking Sheet for those who earned gifts  Add together the totals from each tally sheet (including payroll pledges) and complete the Keyworker Report Form  Contact Mr. Lundy to arrange a turn-in 16

17. Payroll Donations – Paper Pledge Form  Confirm that “Amount per Pay Period” = “Annual Gift”  Return Copy #3 to the donor  Fill out the Payroll Tally Sheet to reflect donor name, amount, giving level; add up the total number of donors and dollar amount per sheet  Paperclip Copy #1 and Copy #2 of pledge forms to the tally sheet in the order they were written  Fill out the Appreciation Award Tracking Sheet for those who earned gifts  Add together the totals from each tally sheet (including cash/check pledges) and complete the Keyworker Report Form  Contact Mr. Lundy to arrange a turn-in 17

18. Online Donations  Mr. Lundy will track and manage online donations; you do not need to process these pledges  However, you can log on to www.cfccoastalga.org, select “Pledge Online”, and view a breakdown of “Campaign Totals” to see if anyone from your Unit has contributed  It is always a good idea to follow-up with those who say they will pledge online – follow-up so they follow through! 18

19. Summary: Pledge Processing  Collect pledges from your coworkers – don’t forget to ASK  When filling out tally sheets, write/type names in the same order as the pledge forms attached. Make sure to indicate their giving level, if earned  Paperclip pledge forms behind each tally sheet, add up totals  Fill out the Keyworker Turn-In Form to reflect the tally sheet totals  Contact Mr. Lundy for each turn-in  Remember to distribute Appreciation Awards to coworkers  THANK everyone who donates or considers contributing 19

20. Your role as Keyworker: How to promote the CFC  Keyworkers are the gatekeepers of the CFC; your efforts can make or break your workplace campaign  Motivated keyworkers = motivated donors!  Special events generate interest and excitement about contributing  Keep the campaign visible by promoting the cause throughout your office  Watch the Training Video herehere I  the CFC! 20

21. Advertise the campaign Brand the CFC as a positive, exciting opportunity for your coworkers Email Send inter-office messages with campaign reminders Articles Publish articles in employee newsletters Posters Hang and distribute CFC posters in heavy traffic areas Break Room Advertising Post information and charity brochures in break rooms Target the Market Publicize specific charities your co-workers have a vested interest in Give Treats Give out chocolate kisses or wrapped cookies with CFC messages Use Humor Post funny pictures or memes with CFC related captions Ask for help The CFC staff is here to help with ideas, suggestion, and support! 21

22. Host a CFC meeting Schedule an employee meeting to distribute materials and rally your coworkers  Make it convenient – schedule at a time when everyone is available, or piggyback onto a regularly scheduled staff/safety meeting  Invite speakers – Loaned Associates are trained to speak about the CFC, and can bring representatives from local charities to present  Make it Personal – share personal accounts of your experiences with charity services or highlight a cause that your coworkers relate to  Leverage Leadership Support – your agency heads know about the CFC and will support you in your endeavor  Provide Refreshments or Prizes – the CFC staff can provide prizes to give away to those who complete pledge forms 22

23. Ask your coworkers to give  Our goal is 100% contact, so reach out to every coworker  Hand out pledge forms and make materials easily accessible  Speak face-to-face and don’t forget to follow up  Encourage payroll deduction  Remember that contributing is strictly voluntary; no coercion  BUT…if you don’t ask, they can’t say yes! Will you give to the CFC? Yes, I’d love to! 23

24. How to effectively fundraise Special events are fun and a great way to raise awareness about CFC  CFC regulations 1 state “special events,” such as auctions, bake sales, carnivals, athletic and other types of events are permitted if approved by the appropriate Agency Head, consistent with agency ethics regulations.  In all special events, “the donor must have the option of designating to a specific participating organization or federation or be advised that the donation will be counted as an undesignated contribution…”  Check with your agency head for permission and support  Get creative with your fundraising ideas, use friendly competition  CFC staff can offer suggestions and assistance 1 (5 CFR Part 950.602[b]) 24

25. Fundraising Ideas  Coin Wars – Agency branches, units, or departments compete against each other with change jars. Each penny equals a point, everything else equals its value in negative points. The department with the most positive points wins a prize.  Dress Down for CFC – many agencies allow “casual Friday” during campaign for those who pledge  Office Olympics – set up challenges in the workplace; pay an entry fee that will go towards a group donation and the winner gets a CFC prize  Bake Sale– have a few coworkers assist with baking, then sell the goods!  Breakfast incentive – offer a workplace meal if your agency reaches goal  Prizes – work with your agency head to offer an incentive prize for those who complete a pledge form 25

26. Tips for being an outstanding keyworker  Secure leadership support  Be prepared  Utilize CFC Resources  Publicize and promote the CFC  Host a CFC meeting  Make the ask  Understand pledging options  Encourage payroll deduction  Make it fun with special events  Keep organized records  Schedule regular turn-ins  Say thank you and report results! 26

27. Frequently Asked Questions  Is there a minimum donation? Yes. Payroll minimum = $1 per pay period; Credit Card = $5  Who should donors make checks payable to? Coastal Georgia CFC  Will a charity receive more money if I give to them directly? Not typically. It costs approximately 8% to raise and process a CFC donation; average charitable fundraising costs are higher than that  Is there a limit to how many charities I can support? No. Donors can pledge to as many organizations as they wish to 27

28. Important Dates  2014 CFC Solicitation Period September 1 st – December 15 th  Downtown United Way/ CFC Kickoff Thursday, September 4 rd,11:45a-1p  Fort Stewart Makeup Keyworker Training Friday, September 5 th,11:45a-1p  Ft. Stewart CFC Kickoff Tuesday, September 16 th, 11a-1p  Hunter Army Airfield CFC Kickoff Thursday, September 18 th, 11a-1p 28

29. Contact Information Name 912-651- Email Name 912-651- Email Name 912-651- Email  CFC Loaned Associates:  CFC Staff: Katie Guardino Director 912-651-7717 kguardino@uwce.org Meosha Scott Coordinator 912-651-7717 mscott@uwce.org www.cfccoastalga.org 29  Ft. Stewart CFC Representative: Mr. Alvin Lundy 912-767-2798 Alvin.l.lundy.civ@mail.mil

30. 2014 Coastal Georgia CFC 1 September – 15 December Thank you!