Welcome to 2014 CFC Coordinator Training

Welcome to

2014 CFC Coordinator Training

Today’s Review• Welcome – LFCC Chair, Deb Perry• CFC Overview and Structure• Agency Coordinator Role• Agency Keyworker Role• 2014 Website – Big Role• Campaign Material• Recognition – emphasis on PARTICIPATION• Impact of the Federal Employee• Universal Giving• Online Giving Options• 2014 Goal

Deb Perry

2014 LFCC Chair

Central Ohio West Virginia CFC

What is the CFC?• CFC is the world’s largest and most successful annual

workplace fundraising campaign.

• There are 150+ CFC’s throughout the country and internationally that raise millions of dollars each year.

• To date federal employees have collected over $7 billion dollars for local, national, and international charitable organizations.

• Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non–profit organizations that provide health and human service benefits throughout the world.

• The Central Ohio and WV CFC raised nearly $1.1 million dollars during the 2013 campaign.

33 County Giving AreaAdams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia,

Guernsey, Highland, Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross,

Scioto, Union, Vinton, and Washington counties in Ohio.

Cabell, Wayne and Wood counties in West Virginia.

Structure

OPM

Local Federal

Agencies

PCFO

CABINET

Local, National and

International Charities

LFCC

Chairperson Coordinators Key Workers

Project Officers

Loaned Executive

s

Sets Policy & Procedures

Conducts Local Campaign

Manages Local Campaign(Principal Combined Fund Organization)

Leadership of LFCC(Local Federal Campaign Committee)

OPM (Office of Personnel Mgmt) Structure

OPM

Publishes CFC RegulationsEstablishes Timelines

Provides Direction and GuidanceDevelops & Publishes National / International List

Establishes Rules on Local Application’sFinal Appeal

Audits

Director, OPM

Elaine Kaplan

Director, CFC Operations

Keith Willingham

CFC StaffCurtis RumbaughMary CapuleCherLynn StevensMarcus Glasgow

Conducts the Local Campaign • Encourage local Federal agencies to appoint Loaned Executives

• Encourage Agency Directors/CO’s to support the campaign

• Ensure that, to the extent possible, every federal employee is given an opportunity to participate in the CFC (100% Contact)

Hires PCFO• Approves Budget• Conducts Local Agency Eligibility• Provides Oversight of PCFO• Approves Campaign Material• Conducts Compliance Audit (Members from Federal Community)• Final Campaign Decisions• Liaison to Federal Agency Heads

LFCC Responsibilities

Campaign Management

• Honor employee designations

• Help to ensure no employee is coerced

• Train Loaned Executives, Coordinators & Keyworkers

• Ensure no employee is questioned as to his or her designation

• Prepare campaign materials (with LFCC approval)

• Fiscal Management & Audit Responsibilities

PCFO Responsibilities

Loaned Executive (LE) Responsibilities

• Jan Pitts, Lisa Thompson, Connie Ferrell, Trevor Payne (USPS), and Regina Baldridge (PT – Parkersburg, WV)

• Act as a liaison between Agency and PFCO.

• Deliver all material needed for employee campaigns including pledge cards, brochures, report envelopes, and campaign posters.

• Ensure the CFC’s impact is demonstrated through the use of agency tours, agency displays, speakers, and the use of the campaign video.

• Assist Agency Coordinators with planning, organizing and conducting employee campaigns and meetings.

• Follow-up with CFC Agency Coordinators weekly or as needed and assist in management of the campaign by working with the PCFO team.

Agency Coordinator Role• Primary contact with Loaned Executives and PCFO

• Develops, schedules and implements the Agency campaign (via awareness, marketing and special events).

• Develops and implements a schedule for employee “ask” meetings to educate employees about the CFC.

• Assures that related “off-site” offices in the Agency are included in the campaign.

• Reviews and analyzes the giving history and past campaign activities of the agency.

• Recruits and trains campaign team (i.e..Keyworkers - one for every 15 to 20 employees).

Agency Coordinator Role

• Distributes all campaign materials, collects and audits pledge forms in timely fashion.

• Communicates campaign progress & results to assigned LE.

• Coordinates pick-up of report envelopes with LE to be taken to the PCFO for processing.

• Completes the campaign during the specified time period with follow-up as necessary.

• Communicates and distributes important recognition opportunities for donors as well as Keyworkers and Captains.

• Obtain support for the campaign from the Agency Head - CRITICAL

• Know the facts about CFC – bring the message “home” to your Agency

• Recruit your team – Captains (if necessary), Keyworkers, Helpers

• Engage your Agency through events, communications, VISIBLE marketing, and passionate Keyworkers and Captains

• Get to know your Loaned Executive

• Train and support your team & engage your LE for help

• Drive employees to the campaign website for more information

• Encourage online pledging (easy, fewer mistakes)

Elements of a Successful Coordinator

Agency Keyworker Role

• Liaison between employee and Agency Coordinator

• Key to any successful campaign with Agency with large number of employees

• Must be willing to personally ‘reach out’ and become a passionate ambassador for the Campaign

• Ideally, 1 Keyworker for every 15-20 employees

KEYWORKER:

An assistant to the Agency Coordinator – assigned to a defined number of coworkers – responsible for communicating the CFC message, providing campaign materials, asking for support and help in collecting pledge forms.

Critical to the campaign success of larger agencies

• Connect - 1 Keyworker per 15-20 co-workers

• Be BOLD!! – Keyworkers must not be timid when asking for support

• Process – Keyworkers insure EVERY employee has a pledge form

• Thank – Keyworkers need to insure they THANK every donor, provide campaign pin upon making a pledge to donate

Keyworker Training & Recognition

Recognition

As Coordinator, YOU are responsible for recognizing the efforts of your Keyworkers. It is strongly encouraged to create some form of recognition from yourself and/or Dept. Head.

• Nominate a “Keyworker of the Week” award throughout the campaign – post in a public place (monitor, daily news)

• Provide a certificate of appreciation for all Keyworkers at the conclusion of the campaign – presented by Dept. Head

Keyworker Training & Recognition

Campaign Website

www.cowvcfc.org

Campaign Materials

Campaign Website

www.cowvcfc.orgFind all key print materials on the website

2014 Central Ohio

& West Virginia CFC

Charity Guide

Charity Poster

Pledge Card

Completing the Pledge Card

Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly!

3-Part Form:

1. Top page goes to your Payroll Office.

2. Middle page (white carbon copy) goes in the Report Envelope.

3. Bottom page (pink carbon copy) to donor as confirmation receipt.

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Campaign Website

www.cowvcfc.orgFind downloadable documents here

Campaign ReportEnvelope

75.00

Key Points

Separate Civilian from Military Pledge Cards when adding pledges

Contribution Type Vs. Special Events

“TOTAL” Row should represent what is in the envelope

DO NOT sign on “Envelope Picked Up By:” line

DO NOT SEAL the envelope until reconciled with your LE

75.00

Recognition

• Donor Level

• Department/Agency Level

Donor Levels & Recognition Items

Bronze$240 - $479

Silver$480 - $719

Gold$720 - $959

Platinum$960 - $1,199

Diamond$1,200+

Depart/Agency Recognition

1. Departments/Agencies are recognized that achieve a minimum of $40 average donation “Per Capita”

Levels are: Gold, Silver and Certificate

Dept/Agency Recognition

2. Department/Agency % Participation

3. Department Revenue Goal

Dept/Agency “Three-Star Recognition for achieving all 3

Percent Participation

• New to 2014• Each Department/Agency will be

given a goal for employee participation

• Depts/Agencies achieving or surpassing goal will receive recognition certificate

2014 GOAL: Increase Participation Level vs. Dollar Level

1997 - 51.7% $211/donor

2007 – 29.8% $282/donor

2012 – 19% $340/donor

2013 – 12.1% $385/donor

FOCUS ON PARTICIPATION!!!!!!

Campaign Website

www.cowvcfc.org

Find recognition info here

Donor Recognition Item Requests

Speaker RequestsIndividual Speakers and Agency Fairs

https://uwco.wufoo.com/forms/public-sector-speaker-request/

Campaign Website

www.cowvcfc.orgYour first source for documents

The IMPACT of the Federal Employee on our Community

Nearly $208 Million put into our communities in 2013

• $1,082,214 pledged in 2013• $385 average per Donor• $32.08 per month

• Supports nearly 3000 Charities across the country

• Donor-driven – support what moves you

Two Final Items

• Universal Giving - new to 2014

• Online eGiving (ePLedging) opportunities

New to 2014 – Universal Giving

• What is it?– Universal Giving is the ability for federal workers to

give to any national, international, or local approved charity listed with any CF campaign located anywhere in the country

– Universal Giving is available only through the three eGiving systems: Nexus, EEX, and myPay

– OPM will also offer the complete listing at www.opm.gov/cfc

Online Giving

There are currently 3 online giving options…

1. Nexus

2. Employee Express (EEX)

3. myPay

Nexus

Nexus is a non-government run third party online pledging system.

It is available for ANY FEDERAL employee from any department/agency.

www.CFCnexus.org

Employee Express

EEX is an automated government payroll system that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.

EEX is limited to select departments – refer to the home page for a department listing.

www.employeeexpress.gov

myPay

An automated government payroll system for employees of the Department of Defense (DoD) ONLY that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.

Government Intranet access only

Campaign Website

www.cowvcfc.orgLink to all 3 online giving tools from here

STILL NOT SURE WHAT YOU ARE IN FOR?

YOU ARE NOT ALONE.

Contact your Loaned Executive or the PCFO office.

We are all available to you to answer your questions and to make your role as fulfilling as possible.

2014 CFC GOAL

$1,160,000 From 3,088 DONORS

Campaign Website

www.cowvcfc.orgResources and Downloads

• Resources• Forms• Training

WEBSITE RESOURCES & DOWNLOADS - RESOURCES

• 2014 Charity Guide

• 2014 Campaign Poster (both versions)

• 2014 Campaign Video

• 2014 Coordinator Training Manual

• 2014 Coordinator Training PowerPoint (this presentation)

WEBSITE RESOURCES & DOWNLOADS – FORMS

• Fifth Third Bank – Cash conversion letter

• Donor Recognition Awards Form

• Gift/Prize Request

• Speaker Request Form

• Nexus – User Tutorial

• EEX – User Tutorial

• MyPay – User Tutorial

WEBSITE RESOURCES & DOWNLOADS – TRAINING

• What your contribution can DO • PCFO & LE Contact List• Sample – Encouragement Letter from Director/Head• Ideas on Increasing Participation• Keyworker Training Package• Acronyms & Terms• Campaign FUNDRAISING ideas

Questions?

FINAL NOTES

Loaned Executive “Meet & Greet” - Jan, Lisa and Connie

Material Pick-Up - Don’t leave without it!!!!

THANK YOUTHE SUCCESS OF THE CFC RESTS WITH YOU!!