1. MDRT – response to proposed regs

2. MDRT – Responding to proposed regs Determine overall goals & objectives Ask for clarification Ensure understanding of position Non-confrontational Document anticipated impact Provide talking points Campaign – congress, senate, FEB, coordinators, keyworkers, coordinators, participating charities, other stakeholders

3. Expand community of individuals solicited

4. Allow pledges upon start of federal service

5. Allow donors to renew or continue pledge by checking box

6. Explain true cost & benefit to donors

7. Enable universal giving

8. Shift campaign cost from donors to participating charities

9. Urge donors to release information to charities

10. Establish pre-emptive disaster relief response program

11. Change campaign dates to Oct 1 – Jan 15

12. Create central website for on-line giving

13. Standardize how payroll provide receipts to campaigns

14. Consolidate PCFO functions into regional centers

15. Improve CFC performance at the local level

16. Accelerate “go green” efforts

17. Monitor overall cost to seek efficiencies

18. Use surveys & focus groups to determine stakeholder’s wishes

19. Strengthen eligibility criteria that helps provide essential charity information to donors

20. Consider a tiered application process to reduce audit financial burden on small charities

21. Strength federation requirements to increase transparency & accountability

22. Streamline application process to reduce cost to charities

23. Reduce training cost

24. Reduce cost of events

25. Improve oversight of software acquisition & development

26. Improve overall oversight of CFC

27. Overall concerns Focused solely on expenses – does not include revenue Is this to phase out workplace giving? How is success gauged? Expenses reduced, ratio may increase Loss of community, morale Why no cash/checks? Could expense directive be modified?

28. MDRT – Putting it all together

29. MDRT – projects, initiatives & collaborations Document anticipated impact of proposed regs & campaign among stakeholders MDR committees: get your give on-line, press, celebration, donor-charity info, inspirational video, advocacy MDRT listserve

30. MDRT – still on table? Talking points – response to proposed regs – advocacy group?? National value proposition – funds work all year long, providing long term support – press group?? National theme

31. MDRT – national theme Theme 1 Theme 2