1. Welcome YOU Make it Possible! 2015 NYC CFC Coordinator & Key Worker Training

2. Our Goals Today Welcome and Introductions Why do we give? What is YOUR role? Best Practices for Success! Online pledging options Universal Giving Submitting Paper Forms NEW - Coordinator Toolbox NEW – Calculate Your Impact What you can find at www.nyccfc.org Question and Answer

3. Welcome and Introductions CFC Staff Sheila O’Connor, Director, sheila@nyccfc.org Mike Baver, Assistant Director, mike@nyccfc.org Emily Sotomayor, Campaign Assistant, emily@nyccfc.org Loaned Executives D1 - Elizabeth CognataD5 – Michelle Love D2 - James KavanaghD6 – Mason Chang D3 - Sam LeeD7 – Mike Baver D4 – Dianne JonesD8 – Joan Alvarez

4. Why do we give? $2 a week can provide: 12 Elementary school children with trained volunteer tutors The protection for one acre of tropical rain forest $5 a week can provide: Two nights of shelter for a troubled or neglected youth Two months of meals for a homebound person $10 a week can provide: Five and a half weeks of work training Baby formula for 52 low income infants

5. Your Role Coordinator: Plan, organize, train and recruit Key Workers for your Agency Campaign Distribute campaign materials Organize events in collaboration with your Loaned Executive, include charity speakers Collect donations from key workers and get them to your Loaned Executive Track results on the Nexus pledge site Key Workers: Communicate the purpose of the CFC, needs of charities, and the many advantages of giving Personally contact and discuss the importance of the campaign with each employee you serve. Plan follow-up visits to employees on vacation and sick leave

6. When is Your Campaign? Plan Schedule your agency kickoff Be sure to invite your Agency Head and include charity speakers and the CFC video Make it fun, include door prizes, food, CFC stickers and other ideas we’ll talk about today Schedule fund raisers, charity fairs and other events to raise awareness Aim to complete the campaign before Thanksgiving

7. Seven Best Practices Secure Top-Down Support Build a Team Set a Timeline Create Awareness Coordinate a Solicitation Process Incorporate Fun Say “Thank You”

8. Secure Top-Down Support Whether it’s management or labor leadership, the person in charge should be asked to play a key part! How Can They Help? Write an endorsement letter (email) Deliver a speech to employees Give to the campaign themselves Be a visible supporter

9. Build Your Team As Coordinator, gather a campaign committee to help plan and run the campaign Last year’s Coordinator (your advisor) Next year’s coordinator (your deputy) Labor Representatives (if applicable) Management Representative Event Coordinator Committee Members Should Include:

10. Set Your Timeline Plan for a “campaign window” Establish a “clear” Kick-off and closing date Schedule meetings to collect contributions and to evaluate what’s working and what’s not working Track results

11. Coordinator Toolbox Campaign Timeline Coordinator email to supervisor Supervisor email to staff Coordinator email to staff 1 Coordinator email to staff 2 Coordinator email to staff 3 Coordinator email to staff 4 Coordinator email to staff 5

12. Create Awareness Come up with a theme Invite Federation representatives to speak or plan a charity fair Include success stories in your newsletters and emails Speak about CFC at all-hands meetings and holiday parties Post campaign information in common areas Be enthusiastic about the campaign! Use multiple communication tools If you create excitement, employees will respond!

13. Be Sincere! Make your donation first, then talk about how easy it was Discuss reasons for giving Encourage payroll deduction Remain available as a resource Ask givers to get their friends to give Say “Thank You” often Ask... Coordinate a Solicitation Process #1 Reason people don’t give... They haven’t been asked! 

14. The Campaign can be challenging Remember to have FUN!

15. Say “Thank You”! The most important “Best Practice” of all... Generosity should be rewarded with sincere gratitude

16. Ways to Give CFC Paper Pledge Form Online: Employee Express Online: CFC Nexus Online: MyPay

17. Why Give On-line? It’s easy, secure and accurate Accurately calculates pledge amounts Correctly designates your pledge to the approved CFC charities Greater awareness for the environment Allows you to track results in real time – we’ll show you how

18. The Impact Calculator We have a new page on our website and it’s a great way to show you the IMPACT your gift can make! You can send the link out for this page in emails to your colleagues to help them understand how a little can go a LONG way!!

19. UNIVERSAL GIVING = Give Anywhere!!! Donors may make a pledge to any of 24,000+ local charities that participate in the 151 CFC regions. This gives donors the ability to give to a local charity in another state. Ex. A donor can split their gift from a charity from their hometown (San Diego) and a charity in NYC. You can make your pledge by entering the 5-digit code on your local campaign region’s pledge form. Additionally, you can search for and make a pledge to any charity using electronic giving.

20. 2015 NYC CFC Paper Pledge Form

21. Submitting Paper Pledge Forms Review all pledge forms – make sure payroll deduction forms are signed and include the SS# or employee ID Make sure forms are legible and all fields are completed Separate parts 1 (white) and 2 (yellow) Part 1 gets submitted to your agency payroll office if they are payroll pledges When sending payroll pledges, be sure to include signed NEXUS payroll forms Part 2 remains in the pledge collection envelope with cash and checks attached

22. Completing the Report Form Please note, this is a new form, there is only one form to complete The form should be completed by the Key Worker and submitted to the Coordinator with the pledge collection envelope Check the math and sign off when you submit the form with the envelope to your Loaned Executive (weekly)

23. NYCCFC.org

24. Charity Search Search by keyword, charity name; sort by federation, service category, AFR; filter by local, national, international

25. Everything in your packet is available at www.nyccfc.org Materials can be downloaded or complete your materials order form and we will ship them to you within the next week

26. Donor Recognition Pins In an effort to assure that the most amount of your dollars goes to the charity of your choice, all donors will receive a Donor Recognition Pin.

27. Volunteer Recognition Program CFC Innovator Award – to recognize outstanding efforts in one of three categories Reaching new donors Creating fun and educational events Making donors feel special All Coordinators and Key Workers are eligible Nominations can be submitted by Loaned Executives, Agency Heads, LFCC Members. Awards will be presented at the final campaign celebration

28. Thank You and remember….. YOU Make it Possible!!! Find us on Facebook at www.facebook.com/nyccfc