1. Keyworker Training 2015 What will YOU make possible?

2. Four Steps of a Key Worker 1.Learn the Facts about CFC 2.Make Your Own Gift First 3.Ask Other People to Give 4.Say Thank You!

3. 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

4. Make Your Gift Make your own gift first. This shows others you believe in the cause, and it will be easier to invite them to participate in CFC.

5. Make the Ask You may be the first person to tell them about the CFC. Personalize your comments Advertise payroll deduction Ask for a contribution Remember: No is okay

6. Say Thank You!! Thank everyone you speak with. It takes several “thank you’s” before a person truly feels appreciated.

7. AVAILABLE FOR YOUR USE ON THE WEBSITE 2015 Video

8. Pledge Card Training

10. Payroll Deduction

11. Payroll Deduction Calculation Errors Example: $500.00 / 26 = $19.23 $19.23 * 26 = $499.98 Double Check the Calculations!

12. Cash or Check

13. 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. SSN/ EIN only necessary for those giving through payroll deduction. PAYROLL DEDUCTION. 1.Check the annual amount is correct: Double check calculations  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. Contributors checks must be made payable to Combined Federal Campaign. Checks payable to a designated charitable organization cannot be accepted.

14. Pledge Card Instructions Continued 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. g 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. g DO THE MATH. Ensure all calculations are correct before processing the pledge card. Be sure that the total amount designated does not exceed the total annual contribution. 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. Track pledges who elect to receive an incentive award. Ensure that white copy & yellow copy are submitted to your agency coordinator as instructed pink copy belongs to donor for his/her tax record.

15. Every Donor Gift CFC Themed Bic Grip Roller Pen

16. Philanthropist Award Challenge Coin $650-$4,999 ($25 per pay period)

17. Eagle Award $5,000 & Above ($200 per pay period)

18. Schedule a weekly turn in time with your coordinator. Pre-audit all pledge cards, correcting issues prior to turn in Track all donor gifts prior to submission White/yellow copies to coordinator Pink copy to donor Provide gifts to donor within one week of receiving pledge card. Submitting Pledge Cards and Requesting Donor Gifts

19. Donor Incentiv e Order Form

20.  Charity list including 25 word agency descriptions  Donors can learn more, search for charities  And select agencies can GIVE ONLINE. Website www.DFWMetroplexCFC.org

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

22. Number one reason people don’t give ? “NO ONE ASKED!!”

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

24. Contact Information Jennifer Howard Senior Director 682-323-2788 jhoward@healthcharities.org Brendon Ofori Help Desk 817.997.4413 Kim Bailey Charity Liaison 254.723.7711

25. We appreciate your efforts in making the DFW Metroplex Combined Federal Campaign the most successful campaign to date! Thank You!