1. WELCOME TO THE 2015 ARIZONA CFC UC/KW TRAINING

2. CFC TRAINING AGENDA Introduction The Combined Federal Campaign 2014 Arizona CFC Results Training Guide Campaign Materials What’s New Questions

3. THE COMBINED FEDERAL CAMPAIGN Established in 1961 by President Kennedy Responsibility of the Office of Personnel Management (OPM) For all Federal Employees world wide Local Federal Coordinating Committee (LFCC) responsible for local campaign The Principal Combined Fund Organization (PCFO) United Way of Tucson and Southern Arizona

4. CFC FACTS Largest single charitable campaign in the world Raised over $193 million last year Arizona CFC raised $1,711,143 last year Designation Breakdown 47.6%Local $813,724 48.0% National $820,867 3.3% International $57,256 1.1% Undesignated $19,296

5. 2014 ARIZONA CFC Total Designated Dollars: $1,691,846 98.9% Total Undesignated Dollars: $18,896 1.1% Total Dollars: $1,712,144-10.3% (decrease from last year) Payroll Deductions: $1,643,912 96.0% Cash/Checks: $68,232 4.0% 20142013 Avg. Payroll Deduction:$393$355 Avg. Cash Contribution: $94$118 Avg. Contribution:$340$329 Per Capita Contribution: $35 $41 Total No. of Contributions: 5038 5797 Participation: 10.4% 12.3% AFR: 13.2% 9.4%

6. TRAINING GUIDE

7. PCFO STAFF CONTACTS Phone: 520-903-9000 Fax: 520-903-9002 Jim Arnold – Ext. 235 jarnold@unitedwaytucson.org Carla Smith – Ext. 255 cfcaz@unitedwaytucson.org

8. WORKPLACE CAMPAIGNS vs. DIRECT GIVING REASONS TO GIVE THROUGH CFC More money goes to services rather than raising costs Larger gifts are possible through payroll deduction Charities who participate in CFC are held accountable Individual recognition and thanks for the donor Federal image and community pride Provides steady, year-round income for charities

9. STRATAGIES FOR A SUCCESSFUL CAMPAIGN Get Commander’s/Agency Head’s Support Set a Campaign Time Table Know the Program Get Your Team Together Have a Campaign Rally

10. STRATAGIES FOR A SUCCESSFUL CAMPAIGN Reporting Contact Educate and Publicize Follow-Up Thank the Employees

11. CAMPAIGN RALLIES 20-30 Minute Presentations Organization Speakers Organization Tours Fundraisers Be Creative!

12. SOLICITATION METHODS Group Solicitation: Pulling everyone together in a group setting to give information about the campaign. The solicitation is made prior to conclusion of the meeting.

13. SOLICITATION METHODS Steps to a Successful Group Solicitation Set the dates and time for your group solicitation. Distribute pledge cards and campaign brochures at the presentation. Ask for a gift at the guideline or an increase above last year. Answer any questions or concerns. Follow-up Ensure 100% contact.

14. SOLICITATION METHODS One-On-One Solicitation: Connecting with each employee on a individual basis to make a solicitation.

15. SOLICITATION METHODS Steps to a Successful One-on-One Solicitation Introduce yourself –Establish a rapport Share information about the CFC Ask for a gift at the guideline or an increase above last year. Answer any questions or concerns. Have employee fill out pledge card Say “THANK YOU!”

16. CAMPAIGN MATERIALS

17. CAMPAIGN MATERIALS 2015 Arizona CFC Pledge Card 2015 Arizona CFC Charity Guide 2015 Arizona CFC Alphabetical Index 2015 Arizona CFC UC/KW Pledge Envelope

18. CHARITY GUIDE/ALPHA INDEX Charity Guide Federation/Charity Listings 5-Digit CFC Code Name 25 Word Statement Telephone Number Web Address Administration/Fund Raising % Alpha Index Charities listed alphabetically 5-Digit CFC Code

19. PLEDGE CARDS Fill out information completely. Remember to press firmly and print clearly.

20. PLEDGE CARDS Military payroll Check or write in the amount per pay period.(Please check your math.) Civilian payroll Fill in right side as appropriate. (Please check your math.) **NEW** Cash/Check Minimum Is $20

21. PLEDGE CARDS List the five-digit code for each charitable organization you wish to support and the annual gift to each. All designations must add up to the total gift amount. (Please check your math.)

22. PLEDGE CARDS Signify whether you wish for your name, HOME address, email address and/or pledge amount be released to the charities you selected. This information will only be released to your selected charities.

23. PLEDGE CARDS Sign and date your form.

24. PLEDGE CARDS Check applicable box if your gift is $120 or more and you would like to receive the CFC gift recognition. If not, check “No gift desired”.

25. PLEDGE CARDS KEEP COPY 3 (YELLOW) FOR YOUR RECORDS. Give copies 1 & 2 (both white) to your CFC Project Officer, Unit Coordinator, or Key Worker. Project Officers/Unit Coordinators/Key Workers: Please send only copy 2 to the CFC Office (United Way of Tucson and Southern Arizona) as they are the PCFO for the Arizona CFC. Copy 1 goes to your agency’s payroll office.

26. KEY WORKER ENVELOPE Leave this blank.

27. KEY WORKER ENVELOPE Fill out agency information completely. CFC Account number can be found on the “Tracker.”

28. KEY WORKER ENVELOPE 18 2 5 25 9,586 199 1,661 11,446 2 6 5 6 3 3 Complete Contribution Enclosed side with the total amounts for payroll deductions, cash, and check pledges. For the Number of Contributors side fill in the number of contributors at each giving level. The total number of contributions should equal the total number of contributors listed.

29. KEY WORKER ENVELOPE Only the CFC Copy of a pledge card filled out by hand should be returned in this envelope. Nexus pledge cards should be turned into your payroll office. The yellow copies and myPay copies are for the employees records.

30. ONLINE GIVING

31. EMPLOYEE EXPRESS (EEX)

32. EMPLOYEE EXPRESS (EEX)

33. CFC NEXUS Why Should I Pledge Online? Convenience Math is made simple Accessibility Replication It’s green! Efficiency https://www.cfcnexus.org/_arizonacfc/ Reports Searching Universal Giving

34. ONLINE SUPER STAR CHALLENGE 2015 ARIZONA CFC ONLINE SUPER STAR CHALLENGE NOVEMBER 1ST THROUGH NOVEMBER 14TH

35. DONOR RECOGNITION

36. RECOGNITION LEVELS Pacesetter: $120 - $249.99 CFC Pen Leadership: $500-$749.99 CFC Sun Shade/Tumbler Eagle: $750-$999.99 Eagle Coin/ Coin w/ Stand Double Pacesetter:$250-$499.992015 Coin Double Eagle: $1,000 & up Eagle Statuette/2015 Year Tab

37. INCENTIVES. Pacesetter Pen Double Pacesetter Challenge Coin Leadership Sun Shade/Tumbler Double Eagle Statuette/2015 Year Tab Eagle 2015 Eagle Coin/with stand

38. INCENTIVES Return a copy of this form to Carla after your campaign to obtain incentive gifts. RETURN FORMS TO YOUR UC OR CC.

39. INCENTIVES Return a copy of this form to Carla after your campaign to obtain incentive gifts. RETURN FORMS TO YOUR UC OR CC. USPS KINO STATION 1234A MARY SMITH 520-209-8080 Completely fill out agency information.

40. INCENTIVES Return a copy of this form to Carla after your campaign to obtain incentive gifts. RETURN FORMS TO YOUR UC OR CC. Dave Tyler (NG) Sarah Smith (P) Tim Johnson (P) John Doe (DPC) Emily Street (P) Jill Jones (T) Jane Doe (CS) Kim Brown (C) Mary Smith (Y) Joe Miner (E) Patti Wells (S) Enter individuals name in the column for incentive level of giving. In parenthesis () put the incentive item requested. Higher levels are allowed to select gift from a lower level. There is only one gift per donation.

41. INCENTIVES Return a copy of this form to Carla after your campaign to obtain incentive gifts. RETURN FORMS TO YOUR UC OR CC. Use this key for incentive abbreviations.

42. INCENTIVES

43. WHAT’S NEW!

44. Online Incentive Request. Now you have the ability to request your incentives online. You can find the link at www.cfcaz.org

45. CFC’s Impact Every day we will be posting a statement from our charitable organization about how CFC Dollars help them make an impact either locally or worldwide..

46. QUESTIONS

47. THANK YOU! Follow us on Twitter! Like us on Facebook! Visit our website! This training is sponsored By: Enterprise Rent-A-Car Trader Joe’s Sponsorship does not constitute federal endorsement.