1. DFW Metroplex CFC Key Worker Training

2. Know the Cause The more you know about CFC, the more effective you will be when you invite people to participate.

3. Four Steps in helping educate people about the importance of CFC 1.Learn the Facts about CFC 2.Make Your Own Gift First 3.Ask Other People to Give 4.Say Thank You!

4. Learn the Facts about CFC Giving is voluntary Participating charities have met strict eligibility guidelines Donors choose the charity/charities they wish to donate to Payroll deduction is quick, easy, and efficient Low fundraising costs Donor Protection

5. M A K E YOUR G I F T Make your own gift first. This shows other you believe in the cause, and it will be easier to invite others to participate in CFC.

6. ASK for Others to Contribute Personalize your comments Advertise payroll deduction Ask for a contribution Remember: No is okay

7. Food For Thought If half of the 38,000 federal employees in across the Metroplex— donated $10.00 per pay check, the campaign would raise almost $5 million! donated $15.00 per pay check, the campaign would raise almost $7.5 million!

8. The #1 reason federal workers do not give?? “NO ONE ASKED ME!!”

9.  Thank everyone you speak with.  It takes several “thank you’s” before a person truly feels appreciated.

10. Giving Levels 50 Years of Giving Lapel Pin

11. Giving Levels Humanitarian $520.00-$1039.00

12. Giving Levels Ambassador $1040.00-$2079.00

13. Giving Levels Presidential $2080.00-$4999.00

14. Giving Levels Eagle Award $5000.00 & up

15. Pledge Card Instructions Incorrectly completed pledge cards will be returned to the Keyworker. Please help avoid processing delays by reviewing each card to ensure the following items have been correctly and legibly entered. 1.Contributors FULL NAME 2.SOCIAL SECURITY NUMBER only necessary for those giving through payroll deduction. 3.MINIMUM PAYROLL DEDUCTION gift is $3.00 per pay period. 4.Check the annual amount is correct:  Military: Monthly amount x 12 = annual amount  Civilian : pay period amount x 26 = annual amount 5.Contributors using payroll withholding must sign the authorization at the bottom of the card. 6.Contributors checks must be made payable to Combined Federal Campaign. Checks payable to a designated charitable organization cannot be accepted.

16. 7.For designations: We encourage federal employees to designate their contribution to a charity on the approved Charity List – the CFC Charity List is also online at www.dfwmetroplexcfc.org This is done by placing the five digit code number in the box labeled “Five Digit Charity Code.” Be sure this is a valid number and that it is legible.www.dfwmetroplexcfc.org 8.DO THE MATH. Ensure all calculations are correct before processing the pledge card, if there is an error, you must get it corrected before submitting the card to your coordinator. 9. Be sure that the total amount designated does not exceed the total annual contribution. 10. Release of contributor names to designated charities. (Optional)  If the contributor wants his/her name, address and home email address released to the designated charities, contributor will need to fill in address or information will not be released. 11.Track pledges who elect to receive an incentive award. 12.Ensure that white copy & yellow copy are in envelopes & that donor keeps the pink copy for his/her record.

17. 2011 Pledge Card

18. Payroll deduction

19. CASH or CHECK

20. Donor Gift Order Forms

21. Tallying Instructions for Report Envelopes 1.Count the number of cards you are processing. 2. Divide the pledge cards into three piles: Payroll deduction, Cash/Check and Fundraiser/Special Event. 3. Ensure that the contact information for your envelopes is filled out completely, avoid using short hand/acronyms. Write clearly.

22. Cash/ Check Envelope Match and ATTACH cash/check with paper clip to the appropriate pledge card. Verify Checks are all made out to: Combined Federal Campaign. Before inserting into the envelope Complete the check line for: total number of check pledge cards submitted, and total amount of check pledge totals (sum of all checks) Complete the cash line for: total number of cash pledge cards submitted and total amount of cash pledge totals (sum of all cash). Complete TOTAL Lines. Total for pledge cards in envelope, & total for check & cash pledges combined.

23. Cash/check Envelope

24. Payroll Deduction Envelope Verify all fields are filled out an accurate

25. Event/ Fundraiser Envelope Identify event NAME & DATE

26. Website Please visit our website at www.DFWMetroplexCFC.org  Charity List including 25 word agency descriptions  Donors can learn more, search for charities and select agencies can GIVE ONLINE.

27. Social Media Please “Like” us on facebook! A great resource for donors & charities! Please suggest the page to others in your agency & to your favorite charities! Dallas-Fort Worth (DFW) Metroplex CFC

28. 2011 DFW Metroplex CFC Contacts Jennifer Wukasch Senior Director 682-323-2788 jwukasch@healthcharities.org Daniel Zurovec Associate Director 682-323-2789 dzurovec@healthcharities.org

29. Thank you for attending training! We appreciate your efforts in making the 2011 Combined Federal Campaigns the most successful campaign to date!