Charity Partner Guide

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Table of Contents

AboutCommunityHealthCharities .............................................................3

CharityPartnerBenefits ............................................................................ 4–5

CharityPartnerResponsibilities ...............................................................6–8

Commonly Used Terms .............................................................................. 9–10

FrequentlyAskedQuestions .................................................................. 11–12

Thank You ..........................................................................................................13

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CommunityHealthCharitiesisanonprofitthatraisesawareness andresourcesforhealthandwellnessbyconnectingmorethan 2,000ofthemosttrustedhealthcharitiesacrosstheUnitedStates,reaching17milliondonorseveryyear,throughworkplacegiving campaigns,causes,wellnessprograms,employeeengagement, andstrategicpartnerships.

Workplace GivingWorkplace Giving is one of the simplest, most efficient, and most effective ways to engage employees in philanthropic community support when partnering with Community Health Charities. Nationwide, these campaigns constitute a $4 billion annual revenue for charities!

Charity Partnership Benefits: As a partner, your organization will have access to many benefits and resources, including our extended network of donors, corporate partners, and staff. We represent our charity partners by taking a personal approach with campaign applications, requirements, and engagement opportunities.

Responsibilities: Partnership with Community Health Charities is a year-round commitment. We require our partners to submit documents annually and intermittently throughout the year to meet various campaign requests.

Federation Affiliation: Community Health Charities is the umbrella nonprofit organization, also known as the federation, that represents your organization through partnership in workplace giving campaigns and engagement opportunities.

About Community HealthCharities

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Expanded NetworkCommunity Health Charities provides flexible platforms and customized programs, including workplace giving campaigns, employee engagement, causes, and health resources. We have relationships with hundreds of companies and organizations of all sizes, locally and nationally, and we work every day to expand our network and your reach to potential donors.

Campaign ExpertiseOur highly-trained staff have cultivated long-term relationships with campaign administrators across the country. Our expertise in campaign requirements allows your staff to focus on fulfilling your mission.

AwarenessWe are dedicated to connecting our charity partners and health causes with caring donors in the workplace through social media, blog posts, and our monthly newsletter: EngagementMatters365. Help us share your news and stories by following and tagging @healthcharities on Twitter, Facebook, and LinkedIn.

VolunteerismVolunteering gives donors the opportunity to directly engage with your organization. Community Health Charities offers a tool for donors to find local volunteer opportunities. Your organization can publish opportunities that will be prioritized in our workplace giving campaigns and reach compassionate donors across the country.

Campaign EventsCoordination with campaigns to host events that spotlight our charity partners. From charity fairs to speaking opportunities, we want your organization to have the opportunity to present to donors. Community Health Charities shares event invitations with all eligible charity partners via email and our Charity Partner Portal. We also coordinate Federation Speakers Bureau events, which are incentivized opportunities for charity partners to represent Community Health Charities at campaign events requiring federation representation.

Charity Partner Benefits

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Charity Partner Benefits

Strong relationship with the Combined Federal Campaign (CFC)Community Health Charities works closely with the U.S. Office of Personnel Management (OPM) to be your advocate in all matters related to the Combined Federal Campaign (CFC). Our staff attend annual trainings on changes announced by OPM and utilize that information to streamline our application processes and increase approval rates.

Consolidated Real-Time ReportingOur Charity Partner Portal provides real-time updates for all of your reporting, campaign, and application needs. You always have access to donor, distribution, and campaign participation reports.

Better Business Bureau Wise Giving Alliance Rebate (BBB WGA)By partnering with Community Health Charities, your organization will receive a 25% rebate on first-time licensing of the Better Business Bureau Wise Giving Alliance (BBB WGA) member seal upon successful completion of review and a 10% rebate on subsequent licensing. Community Health Charities will process this rebate upon approval by BBB WGA.

State Registration Service DiscountBy partnering with Community Health Charities, your organization can receive a discounted rate by renewing or registering your state solicitation certificates using Labyrinth, Inc. Simply identify your organization as a charity partner during consulting with Labyrinth, Inc. to take advantage of this benefit.

Marketing Materials StoreCreate your customized marketing materials and giveaways from the Community Health Charities online store and your organization will save 10% off the catalog price.

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Continuedengagementensuresasuccessfulpartnership.CommunityHealthCharitiesprovidesmanyopportunitiesforyourorganizationtoincreasevisibilityandfinancialsupportwithfederal,public,andprivatesectordonors.

Submit Annual Application and Combined Federal Campaign MaterialsSubmitting an annual application is the first step towards eligibility in federal, public, and private sector campaigns.

ACTION ITEMS:y Identify primary and alternative representatives to complete and submit application materials

y Complete application requirements according to deadline published by Community Health Charities

y Review Charity Partner Updates every Tuesday for application announcements

y Access and navigate all application materials and requests through the Charity Partner Portal

Submit Additional Campaign MaterialsOccasionally, a campaign will require additional documents. Community Health Charities publishes these requirements and deadlines in our weekly Charity Partner Update and on the Charity Partner Portal. Be prepared to share these additional resources with us.

ACTION ITEMS:

y Provide additional application documents as required by specific campaigns

y Ensure compliance with the state regulations where your charity solicits funds

and procure renewed charitable registration certificates

y Prepare the most commonly requested materials including annual reports, board of director listings, non-discrimination policy, and financial reconciliation

y Comply with all application deadlines to ensure inclusion in eligible campaigns

y Review Charity Partner Updates every Tuesday for application announcements

y Access and navigate all application materials through the Charity Partner Portal

Charity Partner Responsibilities

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Charity Partner Responsibilities

Ongoing Communication with Community Health CharitiesStay engaged throughout the year to maintain a strong relationship that will help us effectively and accurately promote your organization.

ACTION ITEMS:y Update your Charity Partner Profile including charity address, email, contacts and banking information in the

Charity Partner Portal

y Review Charity Partner Updates every Tuesday regarding applications, requirements, and partnership announcements

y Read our monthly newsletter, EngagementMatters365, for updates regarding nonprofit industry trends, campaign successes, health causes, and more

Participate in Campaign Events Attendance at campaign events will provide enhanced visibility and awareness of your organization, as well as the opportunity to directly engage donors in supporting your mission and programs.

ACTION ITEMS:y Identify event coordinators to be responsible for receiving requests for speaking and tabling opportunities

y Consider participating in our Federation Speakers Bureau

y Respond to requests from Community Health Charities inviting you to participate in campaign events

y Review our Events Guide for tips on successful participation

y Check for open event opportunities weekly in the Charity Partner Portal

Promote Your PartnershipCommunity Health Charities provides an extension of your organization’s presence to donors in the workplace. Promote your partnership with us to gain greater campaign visibility and support!

ACTION ITEMS:

y Identify a marketing representative who will be responsible for ongoing marketing material requests

y Promote your partnership through your website, annual reports, and engaging with us on social media.

Follow and tag @healthcharities.org on Twitter, Facebook, and LinkedIn

y Network with your board of directors, current volunteers,and staff to enhance workplace giving opportunities

y Display your organization as a vetted charity partner with Community Health Charities by using our charity partner seal

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Charity Partner Responsibilities

Thank Donors and VolunteersOngoing communication and engagement with donors and volunteers is key to sustainability.

ACTION ITEMS:

y Thank donors who support your charity through giving and volunteerism

y Send donors newsletters, program updates, event invitations, and giving reminders

y Actively recruit volunteers by using our Volunteer Tool; it aligns donor interests with the needs of your organization

Complete the Better Business Bureau Wise Giving Alliance (BBB WGA) EvaluationThe BBB WGA evaluates and accredits charities without charge; this accreditation helps donors give with trust. This seal is a great way to help companies feel assured that their employees are giving to charities meeting the highest standards of excellence.You can complete the accreditation in three easy steps.

ACTION ITEMS: y Send your charity’s name and federal EIN to the BBB WGA’s Regional Charity Reporting Manager, Elvia Castro,

at ecastro@give.org and she will connect you with your appointed BBB WGA representative

y Complete the comprehensive online questionnaire. Once submitted, the BBB WGA will complete a draft report using their 20 Standards for Charity Accountability and mail it to you for review. You will then have the opportunity to respond to any findings and provide updated or additional information

y If your organization meets all standards, Community Health Charities encourages purchasing the licensing seal

y By partnering with Community Health Charities, your organization will receive a 25% rebate on first-time licensing of the Better Business Bureau Wise Giving Alliance (BBB WGA) member seal upon successful completion of review and a 10% rebate on subsequent licensing. Community Health Charities will process this rebate upon approval by BBB WGA.

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Commonly Used Terms

Account Number ��������������������������� Your organization’s internal identification number as a partner of Community Health Charities. This number should be included on all correspondence with Community Health Charities and is located in your charity profile on the Charity Partner Portal. Account number is different than campaign codes.

Annual Partnership Application �������������������������������������� Annual application charity partners complete every fall with Community

Health Charities to renew their partnership.

Better Business Bureau Wise Giving Alliance (BBB WGA) ������������������������������������� Organization that evaluates and accredits charities on nonprofit industry

accountability standards of governance, finances, fundraising practices, and effectiveness.

Campaign Codes ���������������������������� Codes charity partners are assigned within campaigns as a unique identifier from other participating charities. These codes can be found within the campaign report on the Charity Partner Portal. Donors use these codes to designate their gift to your organization.

Campaign Report ��������������������������� Report detailing campaign participation for your organization that is located in the Charity Partner Portal.

Charity Partners ���������������������������� Nonprofit organizations with whom Community Health Charities partners to increase awareness and raise resources through representation in workplace giving campaigns, events, promotion, and networking.

Charity Partner Portal ������������������ Online portal for charity partners to access reports, application materials, campaign events, and announcements.

Charity Partner Update ��������������� Email sent every Tuesday at 10am EST that serves as our weekly communication regarding applications, requirements, and partnership announcements.

Combined Federal Campaign (CFC) ����������������������������� World’s largest workplace giving campaign that solicits federal employees

and retirees. This campaign is managed by the Office of Personnel Management (OPM).

Community Health Charities (CHC) ������������������������������ Nonprofit organization that raises awareness and resources for health

and wellness by representing more than 2,000 charity partners in nationwide and local workplace giving campaigns.

Designation ������������������������������������� “Designated” or allocated gifts from donors to charity partners, including your organization.

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Commonly Used Terms

Distribution ������������������������������������� Funds dispersed to charity partners from Community Health Charities.

Distribution Report ����������������������� Report detailing distributed funds by campaign that can be found in the

Donor Report ��������������������������������� Report detailing all released donor information that can be found in the

EngagementMatters365 �������������� Monthly email regarding nonprofit industry trends, campaign successes, health causes, and more.

Events ����������������������������������������������� Opportunities for charity partners to engage with and/or present to potential donors at companies or organizations hosting workplace giving campaigns.

Federation ��������������������������������������� Umbrella nonprofit organization that represents a category of charities through partnership, such as Community Health Charities.

Federation Speakers Bureau ������ Incentivized opportunities for charity partners to represent Community Health Charities at campaign events requiring federation representation.

Giving Matters 365 ����������������������� Community Health Charities’ online giving portal used to manage workplace giving campaigns.

Local Public Campaigns ��������������� Local workplace giving campaigns that solicit state, city, county, or school employees.

Office of Personnel Management (OPM) ��������������������� Federal government agency that manages the Combined Federal Campaign.

Pledge Form ������������������������������������ Form donors complete during their workplace giving campaign to designate funds to a specific charity.

Private Campaigns ������������������������ Workplace giving campaigns that solicit employees from companies of any size.

State Registration �������������������������� Annual required registration needed to solicit funds in a state and participant in state employee giving campaigns. Each state regulates its own registration process.

Volunteer Tool �������������������������������� Online search tool where charity partners can list volunteer opportunities. This function is promoted in workplace giving campaigns and can be accessed by the public at healthcharities.org.

Workplace Giving Campaign ������ Campaign hosted by employers offering employees the opportunity to engage with the charities and causes they care about most through pledging, volunteering, or events.

Charity Partner Portal.

Charity Partner Portal.

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Frequently Asked Questions

How often does a charity need to apply for partnership with Community Health Charities?Partnership applications are submitted annually in the fall. We begin the application process by requesting your updated financials every summer. Then, every fall we collect additional materials in the Charity Partner Portal. Separate applications and supporting materials are needed throughout the year for specific campaigns.

What is the difference between the Community Health Charities (CHC) and the Combined Federal Campaign (CFC)?

Community Health Charities (CHC) raises funds and awareness through private and public workplace giving campaigns. The Combined Federal Campaign (CFC) is the world’s largest workplace giving campaign that solicits federal and military employees and is managed by a federal government agency, the Office of Personnel Management (OPM). Thus, Community Health Charities advocates participation in the Combined Federal Campaign (CFC) for charity partners.

Where do we find the CFC logo? Organizations participating in the Combined Federal Campaign must register to use the CFC logo.

Does my organization have to complete the Better Business Bureau Wise Giving Alliance (BBB WGA) evaluation?

Yes, Community Health Charities will coordinate with your organization to submit information for BBB WGA evaluation and work towards meeting all 20 BBB Standards for Charity Accountability. Waivers may be accepted for provisional partnership with Community Health Charities.

How much does it cost to be a partner?Our annual partnership fee is $7,500 for nationwide partners, those charities serving 15 or more service areas, or one foreign country. We do not currently have a fee for local partners. This fee is separate from the Combined Federal Campaign (CFC) application and listing fees.

Where can I find information about being a charity partner? The Charity Partner Portal provides a one-stop shop for all application, campaign, and reporting needs. Additionally, we encourage you to review the Charity Partner Update email every Tuesday, read our monthly EngagementMatters365 emailed newsletter, and always respond promptly to email requests from any Community Health Charities representative.

How do I update contacts for my organization?You can easily update contacts in the Profile section of the Charity Partner Portal.

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Frequently Asked Questions

Where do I find reports?Donor, distribution, and campaign reports are accessible in the Charity Partner Portal within the Reports section.

How can our charity become more visible with campaigns in my area?Participate in campaign events to share your organization’s mission and impact directly with donors. Always provide printed collateral and giveaways materials to donors as a reminder of who you are and what you do.

How does Community Health Charities communicate campaign events? Community Health Charities communicates event opportunities via email and within the Charity Partner Portal.

What is my organization’s account number? Your account number is listed in your charity profile on the Charity Partner Portal.

What is the Federation Speakers Bureau?This is an incentivized opportunity to participate in campaign events requiring federation representation. In order to participate in the Federation Speakers Bureau, employees of charity partners must complete an application, webinar training, and quiz. A modest payment is provided upon successful attendance after the event.

When do we receive distributions from campaigns?Distributions are sent monthly to your organization and coordinating reports are accessible in the Charity Partner Portal. Distributions are segmented by campaign type (CFC and Public/Private Sector) and we begin distributing funds every May from the previous campaign season. Distributions continue throughout the year as we collect receipts from campaigns, noting that campaign seasons and distributions often overlap.

How do I find my Community Health Charities contact?Email us: info@healthcharities�org Or call: 800�654�0845

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Thank You ThankyouforpartneringwithCommunityHealthCharitiestobuildstronger,healthiercommunities,andforempoweringustorepresentyourorganizationinengagementopportunities.

We are here to help!address .................................... CommunityHealthCharities

1199NFairfaxStreet,Suite600Alexandria,VA22314

toll free .................................... 800.654.0845

direct ........................................ 703.528.1007

email ......................................... info@healthcharities�org

website .................................... healthcharities�org