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Greater New York CFC 2017 Campaign
Management Training
Want to make an impact in the world around you?
Give to a cause you care about through the CFC. You can even
volunteer. It’s that simple.
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Video Placeholder
2017 Campaign Video
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CFC – 101THE HISTORY AND TRADITION OF THE CAMPAIGN AND WHAT’S NEW AND CHANGED FOR 2017
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01CFC 101Learn about the history and tradition of the CFC and some exciting new changes to the campaign for 2017
03Active CampaignUnderstand the role you will play during the campaign
02Pre-CampaignDiscover the tasks that need to be accomplished before the campaign can kick off
05Keyworker TrainingParticipate in this train-the-trainer session so you will be able to train your Keyworkers
Training Agenda
04Campaign CulminationYes, you even have some responsibilities after the campaign ends!
CFC 101
PRE-CAMPAIGN RESPONSIBILITIES
ACTIVE CAMPAIGN RESPONSIBILITIES
CAMPAIGN CULMINATION RESPONSIBILITIES
KEYWORKER TRAINING
CFC TimelineHistory
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President Kennedysigned Executive
Order 10927 paving the way for
a combined campaign.
1961
Pilot programs of “combined”
campaigns were tested in six
cities.
1964
The CFC was fully
implemented nationwide.
1971
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400,000+ Federal employees raised more than $167
million for 20,000+ charities.
2016
New regulations in effect governing the
campaign.
2017
CFC TimelineToday
$8.2BContributed since 1961
2017 Campaign Dates:Oct. 2, 2017 – Jan. 12, 2018
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CFC Structure
OPM(regulatory governance)
LFCC(program oversight)
OC(marketing, training, logistics)
CCA(pledge & charity systems)
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Local Zone Geography
Greater New York CFC
• Covers the five boroughs of New York , Nassau and
Suffolk counties on Long Island
• 60,000+ Federal employees
• 500+ Federal reporting units
• $2.2 million raised in 2016
How the CFC Works
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Charities Beneficiaries
Decide
to donate online or with
a pledge form
Choose
one or more organizations
supporting your cause
Select
a payment method
Charities
receive funds during
the year
Beneficiaries
are given help + hope
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What’s New for 2017
All contributions must be designated to a charity. VOLUNTEERING RETIREE GIVINGGIVING PORTAL
Online Giving
New CFC Pledging Platform –www.opm.gov/showsomeloveCFC
• Registration Required• Online Payroll Deduction Pledges Transmitted to
Payroll• Ability to Change Pledge Throughout Solicitation
Period• All Around Giving (“Universal Giving”)• Tax Documentation
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CFC Website
State of the Art Cyber Security
• Federal Information Security Management Act (FISMA)
• Federal Risk and Authorization Management Program (FedRAMP)
• Federal Information Processing Standards, Publication 199 (FIPS 199)
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New Employee Giving
New Hires May Pledge Within 30 Days of Their Start Date
• Effective January 2018• Notification Part of Onboarding Process• Not Applicable During Solicitation Period
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Volunteerism
New Volunteer Pledging Option
• In accordance w/ agency policies• Filter ‘volunteer-capable’ charities in online search• Feds pledge hours to charities on pledge form• Volunteer time per agency will be reported
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Retiree Giving
Retirees May Make Annuity Deductions
▪ Online or separate paper pledge form ▪ Cannot be solicited by CFC personnel▪ Contact made via Federal retirement offices▪ Collaboration with retiree associations
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All contributions must be designated to a charity.
What’s Changed for 2017
No more…
CASH CONTRIBUTIONS
FUNDRAISING EVENTS
UNDESIGNATED PLEDGES
Events
• Fundraising events prohibited
• All events must have educational component
✓ Awareness/ Education (kickoff, charity fair, charity tour)
✓ Special Events (contests,
promo day support, motivational speakers, volunteer day)
✓ Recognition (finale,
awards ceremony, milestone party)
Undesignated Funds
• Undesignated Funds Eliminated
• Donor must select one or more
charities to receive their
contribution
• No “Write-In’s”
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Paper Pledge Forms
Paper pledge forms should either be turned in to campaign workers for mailing to the CCA.
Pre-addressed envelopes will be provided.
PO BOX 7820
Madison, WI 53707-7820 page38
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Paper Pledge Form
Why give through the CFC?
Payroll or annuity ALLOTMENT
Multiple CHOICES
REGULATED program
Ability to give ANONYMOUSLY
CONVENIENT to support multiple charities
COLLECTIVE power of contributions
Support agency GOALSpage22
Theme & Materials
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• Create national marketing theme for unified approach across all zones
• Continue successful Show Some Love theme• Refresh theme with new color• Make a connection to causes • Implement storytelling element to inspire and connect• Feature Federal employees and their chosen causes
Marketing Approach
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Campaign Posters
Hang these posters in high traffic areas to serve as billboards for the campaign.
Barometer Poster
The Barometer Poster allows you to manually track campaign progress in your area.
TIP: Wait a few weeks into the campaign to unveil this poster. That way, you will already have momentum to show.
Donor Card–Kickoff
The Campaign Card is designed to be used while making the initial in-person ask. It is a leave behind with information about the campaign and how to pledge to serve as a visual reminder to Federal employees everytime they see it.
Donor Card –Mid-Point
This card is ideal to use in conjunction with the CFC Show Some LovePromotional Day on November 2.
• Distribute them.• Encourage people to
take selfies with them.• Post them an a Cause
Wall in your office.
Donor Card–Closing Days
This card is an excellent way to follow up with your co-workers toward the end of the campaign.
Thank You Card
This should be provided as promptly as possible to contributors in your area. You can customize it by adding a personal note.
Promotional Tent Cards
Use these in common office areas to increase campaign awareness. Tent cards feature Federal employees/retirees and their CFC stories, as well as ways to engage with the campaign, like the promotional days.
Charity List
This hard copy brochure contains much more than just the list of CFC-participating charities. It has information for donors about the campaign as well as FAQs.
Pledge Form
Contributors are encouraged to use the new online giving portal this year, so the use of paper pledge forms is expected to go down. This is no longer a carbon copy form. It is a good marketing piece as it has information about the campaign on the cover.
Messaging
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GIVE online or via paper pledge form.
VOLUNTEERto share your time and talent with your favorite charity.
TELL YOUR CFC STORYto inspire others to participate in the campaign.
“I have a brother with Down Syndrome. For as long as I can remember, he’s been playing baseball. These sports programs can increase confidence, independence and fitness.”
Mary CoatsU.S. Department of Health and Human Services
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PRE-CAMPAIGN
ROLES AND RESPONSIBILITIES
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Get Connected
Network with other Campaign Managers
Follow the campaign on social media
Review the website at www.greaternycfc.org
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Prepare Your Reporting Units
Review your list of reporting units and make changes through your CFC office
Ensure each unit has an updated number of employees
Order campaign supplies through MANAGE
https://manage.charity.org/
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Develop a Plan
Draft your plan to include publicity and campaign events
Brief leadership and obtain support for the plan
Set a campaign goal
Order campaign supplies
Recruit an event committee and a publicity committee
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Recruit and Train Keyworkers
Recruit Keyworkers (rule of thumb is one Keyworker for every 25 – 50 employees)
Use last year’s campaign team as a starting point
Schedule and conduct a Keyworker training session
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TIP: Create a Positive Environment
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ACTIVE CAMPAIGN
ROLES AND RESPONSIBILITIES
Submitting Paper Pledges
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Collect and Submit Pledges
Download and complete the CFC Pledge Report Summary located on the website.
Enclose Summary and the completed paper pledge forms in the Pledge Report Envelope
Mail Report summary, pledge forms and payment to the CFC Processing Center - P.O. Box 7820 Madison, WI 53707-7820
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Involve Leadership
Have leadership send key messages during the campaign including invites to events
Invite leaders to be involved at campaign events
Brief leadership weekly on campaign progress and upcoming support opportunities
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Motivate Keyworkers
Hold weekly meetings to check on campaign progress, offer tips and tricks, review key training points, and allow Keyworkers to share best practices and success stories
Consider planning and holding a special event just for Keyworkers (e.g., volunteer day or have a charity guest speaker come to a brown bag lunch)
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TIP: Remove Roadblocks
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Execute Campaign Events
Execute the events you envisioned during your planning phase with the help of your event committee
Utilize the Event Planning Guide
Campaign events supplement the campaign.
They never replace the necessity for the in-person ask by a Keyworker.
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Why Have Events?
Why have events?
• Educate about the campaign and participating charities
• Promote engagement
• Boost employee morale and comradery
• Have fun!
• Celebrate successpage50
Educate about the campaign and participating charities
Promote engagement
Boost employee morale and camaraderie
Have fun!
Celebrate success
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Support CFC Promotional Days
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TIP: Build a Cause Wall
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Ensure Event Success
Establish an event committee
Involve leadership
Make it fun
Add an element of competition
Promote the event in advance
Publicize the event after its completion
Involve Charities
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Event Idea Brainstorm
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POST CAMPAIGN
ROLES AND RESPONSIBILITIES
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Recognize Campaign Success
Ensure Keyworkers have donor recognition gifts and distribute them as donations are made
Plan and implement a recognition event
Order unit awards and campaign worker certificates
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Provide Feedback
Participate in any After Action Review meetings held by the CFC
Respond to and forward surveys and invites to participate in focus groups
Put together a continuity book that you can pass along to your successor
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DO NOTDO
Promote voluntary giving
Encourage donors to select a cause
Recognize and thank donors
Do not use coercion - it is not tolerated
Do not show favoritism to a particular charity
Do not create lists of non-donors or share a list of donors with leaders
Important Guidance
Set an agency level campaign goal
Do not host fundraising events or provide food/beverage/entertainment with campaign funds
Host fun and educational campaign events
Do not set personal dollar goals or quotas – no 100% participation goal
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Questions?
Brief break
Keyworker Training begins in 5 minutes
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THANK YOU
For more information, be sure to visit www.greaternycfc.org
facebook.com/gnycfc
Sheila O’Connor, Director
646-627-7070
