1. Welcome to 2014 CFC Coordinator Training

2. Today’s Review Welcome – LFCC Chair, Deb Perry CFC Overview and Structure Agency Coordinator Role Agency Keyworker Role 2014 Website – Big Role Campaign Material Recognition – emphasis on PARTICIPATION Impact of the Federal Employee Universal Giving Online Giving Options 2014 Goal

3. Deb Perry 2014 LFCC Chair Central Ohio West Virginia CFC

4. What is the CFC? CFC is the world’s largest and most successful annual workplace fundraising campaign. There are 150+ CFC’s throughout the country and internationally that raise millions of dollars each year. To date federal employees have collected over $7 billion dollars for local, national, and international charitable organizations. Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non–profit organizations that provide health and human service benefits throughout the world. The Central Ohio and WV CFC raised nearly $1.1 million dollars during the 2013 campaign.

5. 33 County Giving Area Adams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia, Guernsey, Highland, Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross, Scioto, Union, Vinton, and Washington counties in Ohio. Cabell, Wayne and Wood counties in West Virginia.

6. Structure Sets Policy & Procedures Conducts Local Campaign Manages Local Campaign (Principal Combined Fund Organization) Leadership of LFCC (Local Federal Campaign Committee)

7. OPM (Office of Personnel Mgmt) Structure OPM Publishes CFC Regulations Establishes Timelines Provides Direction and Guidance Develops & Publishes National / International List Establishes Rules on Local Application’s Final Appeal Audits Director, OPM Elaine Kaplan Director, CFC Operations Keith Willingham CFC Staff Curtis Rumbaugh Mary Capule CherLynn Stevens Marcus Glasgow

8. Conducts the Local Campaign Encourage local Federal agencies to appoint Loaned Executives Encourage Agency Directors/CO’s to support the campaign Ensure that, to the extent possible, every federal employee is given an opportunity to participate in the CFC (100% Contact) Hires PCFO Approves Budget Conducts Local Agency Eligibility Provides Oversight of PCFO Approves Campaign Material Conducts Compliance Audit (Members from Federal Community) Final Campaign Decisions Liaison to Federal Agency Heads LFCC Responsibilities

9. Campaign Management Honor employee designations Help to ensure no employee is coerced Train Loaned Executives, Coordinators & Keyworkers Ensure no employee is questioned as to his or her designation Prepare campaign materials (with LFCC approval) Fiscal Management & Audit Responsibilities PCFO Responsibilities

10. Loaned Executive (LE) Responsibilities Jan Pitts, Lisa Thompson, Connie Ferrell, Trevor Payne (USPS), and Regina Baldridge (PT – Parkersburg, WV) Act as a liaison between Agency and PFCO. Deliver all material needed for employee campaigns including pledge cards, brochures, report envelopes, and campaign posters. Ensure the CFC’s impact is demonstrated through the use of agency tours, agency displays, speakers, and the use of the campaign video. Assist Agency Coordinators with planning, organizing and conducting employee campaigns and meetings. Follow-up with CFC Agency Coordinators weekly or as needed and assist in management of the campaign by working with the PCFO team.

11. Agency Coordinator Role Primary contact with Loaned Executives and PCFO Develops, schedules and implements the Agency campaign (via awareness, marketing and special events). Develops and implements a schedule for employee “ask” meetings to educate employees about the CFC. Assures that related “off-site” offices in the Agency are included in the campaign. Reviews and analyzes the giving history and past campaign activities of the agency. Recruits and trains campaign team (i.e..Keyworkers - one for every 15 to 20 employees).

12. Agency Coordinator Role Distributes all campaign materials, collects and audits pledge forms in timely fashion. Communicates campaign progress & results to assigned LE. Coordinates pick-up of report envelopes with LE to be taken to the PCFO for processing. Completes the campaign during the specified time period with follow- up as necessary. Communicates and distributes important recognition opportunities for donors as well as Keyworkers and Captains.

13. Obtain support for the campaign from the Agency Head - CRITICAL Know the facts about CFC – bring the message “home” to your Agency Recruit your team – Captains (if necessary), Keyworkers, Helpers Engage your Agency through events, communications, VISIBLE marketing, and passionate Keyworkers and Captains Get to know your Loaned Executive Train and support your team & engage your LE for help Drive employees to the campaign website for more information Encourage online pledging (easy, fewer mistakes) Elements of a Successful Coordinator

14. Agency Keyworker Role Liaison between employee and Agency Coordinator Key to any successful campaign with Agency with large number of employees Must be willing to personally ‘reach out’ and become a passionate ambassador for the Campaign Ideally, 1 Keyworker for every 15-20 employees

15. KEYWORKER: An assistant to the Agency Coordinator – assigned to a defined number of coworkers – responsible for communicating the CFC message, providing campaign materials, asking for support and help in collecting pledge forms. Critical to the campaign success of larger agencies Connect - 1 Keyworker per 15-20 co-workers Be BOLD!! – Keyworkers must not be timid when asking for support Process – Keyworkers insure EVERY employee has a pledge form Thank – Keyworkers need to insure they THANK every donor, provide campaign pin upon making a pledge to donate Keyworker Training & Recognition

16. Recognition As Coordinator, YOU are responsible for recognizing the efforts of your Keyworkers. It is strongly encouraged to create some form of recognition from yourself and/or Dept. Head. Nominate a “Keyworker of the Week” award throughout the campaign – post in a public place (monitor, daily news) Provide a certificate of appreciation for all Keyworkers at the conclusion of the campaign – presented by Dept. Head Keyworker Training & Recognition

17. Campaign Website www.cowvcfc.org

18. Campaign Materials

19. Campaign Website www.cowvcfc.org Find all key print materials on the website

20. 2014 Central Ohio & West Virginia CFC Charity Guide

21. Charity Poster

22. Pledge Card

24. Completing the Pledge Card Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly! 3-Part Form: 1.Top page goes to your Payroll Office. 2.Middle page (white carbon copy) goes in the Report Envelope. 3.Bottom page (pink carbon copy) to donor as confirmation receipt.

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28. Campaign Website www.cowvcfc.org Find downloadable documents here

29. Campaign Report Envelope

30. 75.00

31. Key Points Separate Civilian from Military Pledge Cards when adding pledges Contribution Type Vs. Special Events “TOTAL” Row should represent what is in the envelope DO NOT sign on “Envelope Picked Up By:” line DO NOT SEAL the envelope until reconciled with your LE 75.00

32. Recognition Donor Level Department/Agency Level

33. Donor Levels & Recognition Items Bronze $240 - $479 Silver $480 - $719 Gold $720 - $959 Platinum $960 - $1,199 Diamond $1,200+

34. Depart/Agency Recognition 1.Departments/Agencies are recognized that achieve a minimum of $40 average donation “Per Capita” Levels are: Gold, Silver and Certificate

35. Dept/Agency Recognition 2.Department/Agency % Participation 3. Department Revenue Goal Dept/Agency “Three-Star Recognition for achieving all 3

36. Percent Participation New to 2014 Each Department/Agency will be given a goal for employee participation Depts/Agencies achieving or surpassing goal will receive recognition certificate

37. 2014 GOAL: Increase Participation Level vs. Dollar Level 1997 - 51.7%$211/donor 2007 – 29.8%$282/donor 2012 – 19%$340/donor 2013 – 12.1%$385/donor FOCUS ON PARTICIPATION!!!!!!

38. Campaign Website www.cowvcfc.org Find recognition info here

39. Donor Recognition Item Requests

40. Speaker Requests Individual Speakers and Agency Fairs https://uwco.wufoo.com/forms/public-sector-speaker-request/

41. Campaign Website www.cowvcfc.org Your first source for documents

42. The IMPACT of the Federal Employee on our Community Nearly $208 Million put into our communities in 2013 $1,082,214 pledged in 2013 $385 average per Donor $32.08 per month Supports nearly 3000 Charities across the country Donor-driven – support what moves you

43. Two Final Items Universal Giving - new to 2014 Online eGiving (ePLedging) opportunities

44. New to 2014 – Universal Giving What is it? –Universal Giving is the ability for federal workers to give to any national, international, or local approved charity listed with any CF campaign located anywhere in the country –Universal Giving is available only through the three eGiving systems: Nexus, EEX, and myPay –OPM will also offer the complete listing at www.opm.gov/cfc

45. Online Giving There are currently 3 online giving options… 1.Nexus 2.Employee Express (EEX) 3. myPay

46. Nexus Nexus is a non-government run third party online pledging system. It is available for ANY FEDERAL employee from any department/agency. www.CFCnexus.org

47. Employee Express EEX is an automated government payroll system that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically. EEX is limited to select departments – refer to the home page for a department listing. www.employeeexpress.gov

48. myPay An automated government payroll system for employees of the Department of Defense (DoD) ONLY that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically. Government Intranet access only

49. Campaign Website www.cowvcfc.org Link to all 3 online giving tools from here

50. STILL NOT SURE WHAT YOU ARE IN FOR? YOU ARE NOT ALONE. Contact your Loaned Executive or the PCFO office. We are all available to you to answer your questions and to make your role as fulfilling as possible.

51. 2014 CFC GOAL $1,160,000 From 3,088 DONORS

52. Campaign Website www.cowvcfc.org Resources and Downloads Resources Forms Training

53. WEBSITE RESOURCES & DOWNLOADS - RESOURCES 2014 Charity Guide 2014 Campaign Poster (both versions) 2014 Campaign Video 2014 Coordinator Training Manual 2014 Coordinator Training PowerPoint (this presentation)

54. WEBSITE RESOURCES & DOWNLOADS – FORMS Fifth Third Bank – Cash conversion letter Donor Recognition Awards Form Gift/Prize Request Speaker Request Form Nexus – User Tutorial EEX – User Tutorial MyPay – User Tutorial

55. WEBSITE RESOURCES & DOWNLOADS – TRAINING What your contribution can DO PCFO & LE Contact List Sample – Encouragement Letter from Director/Head Ideas on Increasing Participation Keyworker Training Package Acronyms & Terms Campaign FUNDRAISING ideas

56. Questions?

57. FINAL NOTES Loaned Executive “Meet & Greet” - Jan, Lisa and Connie Material Pick-Up - Don’t leave without it!!!! THANK YOU THE SUCCESS OF THE CFC RESTS WITH YOU!!