1. Welcome to NEW Coordinator Training

2. What is the CFC? CFC is the worlds largest and most successful annual workplace fundraising campaign. There are more than 190 CFCs throughout the country and internationally that raise millions of dollars each year. To date federal employees have collected over $6 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 collected over $1.5 million dollars during the 2011 campaign.

3. 33 County Giving Area Adams, 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.

4. Structure Sets Policy & Procedures Conducts Local Campaign Manages Local Campaign Leadership of LFCC

5. OPM Publishes CFC Regulations Establishes Timelines Provides Direction and Guidance Develops & Publishes National / International List Establishes Rules on Local Applications Final Appeal Audits Director, OPM John Berry Director, CFC Operations Keith Willingham CFC Staff Curtis Rumbaugh Mary Capule CherLynn Stevens Marcus Glasgow OPM Office of CFC Operations Structure

6. Campaign Management Honor employee designations. Help to ensure no employee is coerced. Train Loaned Executives, Coordinators & Key Workers. Ensure no employee is questioned as to his or her designation. Prepare campaign materials (LFCC approval) Fiscal Management PCFO Responsibilities

7. Conducts the Local Campaign Encourage local Federal agencies to appoint Loaned Executives. Encourage Agency Directors/COs 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

8. Loaned Executive (LE) Responsibilities Promote and make presentations about CFC to employee groups as requested. Deliver all material needed for employee campaigns including pledge cards, brochures, report envelopes, and campaign posters. Ensure the CFCs impact is demonstrated through the use of agency tours, agency displays, speakers, and the use of the campaign video. Provide quality customer service to agency and campaign volunteers. Assist agency coordinators with planning, organizing and conducting employee campaigns and meetings. Follow-up with CFC Agency Coordinators weekly or as needed.

9. Agency Coordinator Role Develops, schedules and implements the agency campaign (i.e., special events). Develops and implements a schedule for employee solicitation meetings to educate employees about the CFC. Assures that other offices in the campaign area are included in the campaign. Reviews and analyzes the giving history and past campaign activities of the agency. Recruits and trains campaign team (one for each 10 to 15 employees). Distributes all campaign materials and collects and audits pledge cards in timely fashion. Communicates campaign progress, results and contacts assigned loaned employee to pick-up report envelopes to be taken to the Campaign Coordinating Organization. Completes the campaign during the specified time period with follow-up as necessary. Recognizes and thanks the agency campaign team.

10. Get the Agency Head to fully support the campaign Know the facts about CFC Establish attainable objectives with your Loaned Executive Recruit your team Train and support your team Loaned Executives are available to conduct an onsite training for your team Utilize CFC Helpful Resources Elements of a Successful Campaign

11. Six Elements of Personal Solicitation 1.Be ready 2.Be Confident 3.Explain 4.Listen 5.Solicit 6.Say THANK YOU

12. How to Handle Objections Focus on Solutions to Objections Always Listen Never Let an objection lead to an Argument Respond with Positive Solutions Turn Negatives into Positives Allow potential donors to verbalize opinions Dont take it personally!!

13. FUTURE DONOR: I give to my own charities/church. YOU: Thats great. Then you know how important it is to be charitable. Can you please consider including our CFC agencies in your charitable giving? FUTURE DONOR: I will not support management. YOU: Your donation does not benefit management. This is your opportunity to give to charity and support the community. FUTURE DONOR: I dont know where my money is going YOU: If you designate directly to an agency through the campaign, that is where your money goes. The agency will send an acknowledgement if you so desire. Responses to Why People Dont Give

14. Campaign Materials

15. Charity Listing & Posters

16. Pledge Card

17. 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.

19. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE Parkersburg WV 26302 555 555 5555 55.

20. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE Parkersburg WV 26302 555 555 5555 55.. 40 00 1 0 4 0 0 0

21. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE Parkersburg WV 26302 555 555 5555 55.. 40 00 1 0 4 0 0 0 1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0

22. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE Parkersburg WV 26302 555 555 5555 55.. 40 00 1 0 4 0 0 0 1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0 5678 STREET RD MARIETTA OH 45218.

23. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE Parkersburg WV 26302 555 555 5555 55.. 40 00 1 0 4 0 0 0 1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0 09 18 1 2 Ima Donor 5678 STREET RD MARIETTA OH 45218.

24. Campaign Report Envelope

25. Report Envelope Tracking

26. Donor Recognition Items

27. Donor Recognition Item Request

28. Speaker Requests Individual Speakers and Agency Fairs https://uwco.wufoo.com/forms/public-sector-speaker-request/

29. Campaign Materials/Promotional Resources Charity Listing Pledge Card Campaign Report Envelopes Lapel Pins Promotional Materials Leadership Level Gifts/Coins Report Envelope Tracking Form Donor Recognition Tracking Form (if applicable) Local campaign website: www.cowvcfc.org Central Ohio and West Virginia CFC Facebook page

30. Magic Words From the LFCC/Federal Agency Head: The CFC… Its Important! From the Loaned Executive: What can I do to assist you? From the Coordinator & Key Worker: Allow me to educate you on the purpose of the CFC. Thank You!

31. Questions?