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HEARTLAND CFC 2013 CAMPAIGN COORDINATOR WORKSHOP.

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Presentation on theme: "HEARTLAND CFC 2013 CAMPAIGN COORDINATOR WORKSHOP."— Presentation transcript:

1 HEARTLAND CFC 2013 CAMPAIGN COORDINATOR WORKSHOP

2 WORKSHOP OBJECTIVES Learn Campaign Basics Discuss Special Events & FUNdraising Ideas Cover CFC E-Technology Learn Reporting & Forms Discover Online Resources Discuss 2013 Changes

3 QUICK FACTS ABOUT THE HEARTLAND CFC

4 MISSION STATEMENT The mission of the Combined Federal Campaign (CFC) is to support and to promote philanthropy through a program that is employee-focused, cost efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all.

5 Offering a single guide, called the Charity Listing, and payroll deduction, the CFC brought the diversity of fundraising efforts under one efficient and fair umbrella. One campaign….Once a year. PURPOSE OF THE CFC

6 Most inclusive workplace giving campaign in the world Only government-authorized means of solicitation to employees in the federal workplace - on behalf of charitable organizations Currently over 100 campaigns nationwide & overseas Over 25,000 nonprofit organizations worldwide In 2010, 1.4 million federal employees contributed $282.6 million 2013 is 53 rd anniversary of CFC! QUICK FACTS ABOUT THE CFC

7 HEARTLAND CFC

8 CFC ORGANIZATION Loaned Executive Campaign Coordinator Canvasser Division Chair Loaned Executive Canvasser Campaign Coordinator Division Chair Campaign Coordinator Canvasser Local Federal Coordinating Committee (LFCC) Co-Chair (Management) Co-Chair (Management) Co-Chair (Labor) Co-Chair (Labor) Division Chair Campaign Coordinator Loaned Executive Canvasser

9 Both Develop campaign objectives and donation plan Plan and implement campaign events Disperse pledge cards Campaign Coordinators Check paper pledge forms for accuracy Fill out the campaign report envelopes Report to the Loaned Executive Campaign Canvassers Collect pledge cards Discuss donating with employees

10 KEY CAMPAIGN DATES Loaned Executives Duties Begin August 12 Campaign Coordinator WorkshopsAugust 20 & 28 Begin campaign planning & training September CFC Softball TournamentSeptember 28 HEARTLAND CFC CAMPAIGN KICKOFF October 1 USDA Golf TournamentOctober 9 Campaign Events for your AgencyTBD Get Your Give Online WeekOctober 21 - 25 Loaned Executives Final DayNovember 22 CAMPAIGN CLOSES November 22

11 2013 CFC SOFTBALL TOURNAMENT ( SEPTEMBER 28 TH ) Form a team within your agency (co-ed) $20 donation per player Roe Ball Fields – Roe Park 8:00 am – 4:00 pm For more info contact: Walt Kindergan, 816-325-8163

12 AGENCY PRESENTATION

13 NOTEBOOK OVERVIEW Know the Facts About CFC Page 2 Key Campaign Workers 3 Your Role & Responsibilities 4 The Campaign Action Plan 5 Pre-Campaign 6 During the Campaign 10 Post-Campaign 12

14 NOTEBOOK OVERVIEW (CONTD) Special Events and FUNdraising Ideas 13 Special Events 101 14 Prizes & Incentives 15 Past Successful Campaign Themes 15 Types of Special Events 16 Fundraising and Special Events Checklist 19 Celebration: Mission Accomplished 19 CFC Glossary 20 Find More Help Online! 22 Notes 23

15 2013 CAMPAIGN MATERIALS

16 Charity Listing Catalog Pledge Cards Report Form Report Envelopes SUPPLY ENVELOPES

17 2013 LOGO & SLOGAN

18 2013 CHARITY CATALOG

19 Every 2013 Heartland-approved charity is listed in this Charity Catalog with the following information:

20 NATIONAL TAXONOMY OF EXEMPT ENTITIES (NTEE) CLASSIFICATION SYSTEM A Arts, Culture, and Humanities B Educational Institutions & Related Activities C Environmental Quality, Protection & Beautification D Animal Related E Health – General and Rehabilitative F Mental Health, Crisis Intervention G Disease, Disorders, Medicinal Disciplines H Medical Research I Crime, Legal Related J Employment, Job Related K Food, Agriculture, and Nutrition L Housing, Shelter M Public Safety, Disaster Preparedness & Relief N Recreation, Sports, Leisure, Athletics O Youth Development P Human Services – Multipurpose and Other Q International, Foreign Affairs, National Security R Civil Rights, Social Action, Advocacy S Community Improvement, Capacity Building T Philanthropy, Voluntarism & Foundations U Science & Technology Research Institutes, Services V Social Science Research Institutes, Services W Public, Social Benefit: Multipurpose, Other X Religion Related, Spiritual Development Y Mutual/Membership Benefit Orgs., Other Z Other

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22 2013 PLEDGE FORM

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31 ONLINE RESOURCES WWW.HEARTLANDCFC.ORG

32 Campaign Planning Documents: FUNdraising & Events Planning Form FUNdraising Event Ideas (detailed) Checklist Sample Forms & Instructions Campaign Report Form Incentive Request Form (Community Investor) Speakers Bureau Request Form Pledge Card Online Donation Instructions Sample & Template documents: Thank-You certificates Sample letters, emails & newsletters Solicitation & Thank You Letters (to companies) Documents available online: Speeches, Meetings and Rallies Online Catalog and Charity Search Engine Online Pledging Access Calendar of Events & Announcements Campaign Progress Posters Downloadable Pledge Form (PDF format) And so much more…

33 RESOURCING IMPACT

34 THE THREE C S

35 The Combined Federal Campaign belongs to YOU It is designed as a partnership between the employee, the Federal Government and the charitable organizations It operates completely through direct donor choice CHOICE

36 Multiple convenient ways to give: 1.One-time gifts (check/cash) 2.Payroll deduction (most popular) 3.Online giving (pledges & credit cards) 4.Special Events/Fundraisers CONVENIENCE

37 CREDIBILITY All CFC-approved charities must meet specific criteria: 501c3, non-profit Audited Run by a Board of Directors And other considerations Federal employees review all charities listed in the catalog The CFC has a proven track record of efficiency and accuracy with charity reviews

38 TYPES OF CHARITIES National/International Organizations Local Federations (has member charities) Local Independent Organizations

39 ONLINE GIVING

40 ONLINE GIVING – EMPLOYEE EXPRESS Commodity Futures Trading Commission Consumer Product Safety Commission Department of Education Department of Interior Department of State Department of Transportation Equal Employment Opportunity Commission Federal Trade Commission General Services Administration International Trade Commission National Archives & Records Administration National Labor Relations Board National Transportation Safety Board Nuclear Regulatory Commission Office of Personnel Management Railroad Retirement Board Securities and Exchange Commission Social Security Administration

41 ONLINE GIVING EMPLOYEE EXPRESS Talks to Federal Payroll Offices Payroll Offices can automatically process a pledge from EEX Does not require registration to sign up CFC NEXUS Does not Talk to Federal Payroll Offices Coordinator must print off pledge forms & mail to payroll office Does require additional registration / login

42 The Heartland CFC is proud of its small fundraising percentage. Over 95.0% of your dollar goes to charities providing services to people. Heartland CFC Average CFC Average Non-profit Overhead acceptable by the Better Business Bureau Local United Way

43 8 YEAR HISTORY: HEARTLAND CFC

44 HISTORIC PAYROLL VS. CASH DONATIONS

45 8 YEAR AVERAGE / PER CAPITA PLEDGES

46 8 YEAR PERCENTAGE PARTICIPATION

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48 REASONS FOR TURNOVER Financial Limitation Laid off/unemployed Medical expenses Workplace Change Changed jobs/retired Workplace campaign was discontinued Communications Gap No one asked me I did not get any information Proactive or Competitive Chose other charities Overhead is too high United Way Research – 2007 Public Poll and ACI Study

49 $ 317.71 2012 Heartland CFC Average Gift: $ 317.71 $4.0 million 21.1% $4.0 million raised with 21.1% employee participation If we increased total participation to: 25% = We could raise $4,750,710! $5,700,853! 30% = We could raise $5,700,853! $6,650,995! 35% = We could raise $6,650,995!

50 MAKE THE MOST OF YOUR DONATION Heartland Combined Federal Campaign 2012 Fundraising/Administrative Cost 4.81% Undesignated dollars raised in 2012 $295,823 (7.38%) Your Donation Has Impact: Example for 2012 Your amount pledge through CFC$200.00 Undesignated Dollars to your agency (7.38%)+ $ 14.62 Cost of Administration & Fundraising (4.81%) - $ _ 9.62 Your total designated gift to an agency $205.00

51 2013 COMMUNITY INVESTORS Donors contributing $450+

52 ACE AWARDS (Achieving Campaign Excellence) Bronze Level 50% Participation $80 per capita Silver Level 66% Participation $100 per capita Gold Level 80% Participation $120 per capita Agencies achieving these levels will receive a framed certificate at the Awards Ceremony in January.

53 MAJOR 2013 CAMPAIGN STRATEGIES EMPATHIZE with your fellow employees during these Attain 100% ASK rate for all agency employees CELEBRATE the Federal governments charitable spirit by planning a campaign event with Agency Head support and charity speakers/displays Host a CFC LUNCH & LEARN for your employees

54 SUCCESSFUL CAMPAIGN STRATEGIES Walt Kindergan, IRS

55 BREAKOUT PROBLEM SOLVING

56 MEET YOUR 2013 LOANED EXECUTIVES!

57 QUESTIONS?

58 THANK YOU!!!


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