1. Welcome to NEW Coordinator Training

2. What is the CFC? CFC is the world’s largest and most successful annual workplace fundraising campaign. There are more than 200 CFC’s 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 $1.8 million dollars during the 2010 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. CFC STRUCTURE Sets Policy & Procedures Conducts Local Campaign Manages Local Campaign Leadership of LFCC

5. CFC STRUCTURE OPM Publishes CFC Regulations Establishes Timelines Provides Direction and Guidance Develops & Publishes National / International List Establishes Rules on Local Application’s Final Appeal Audits Director, OPM John Berry Director, CFC Operations Keith Willingham CFC Staff Curtis Rumbaugh Mary Capule CherLynn Stevens

6. 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 Managing A Campaign

7. 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 Conduct A Local Campaign

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 CFC’s 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. Campaign Materials

11. Charity Listing & Posters

12. Pledge Card

13. Completing the Pledge Card Be sure to instruct the employees to use black ballpoint pen, 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.

15. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE ParkersburgWV 26302 555 555 5555 55

16. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE ParkersburgWV 26302 555 555 5555 55.. 40 001 0 4 0 0 0

17. 1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0 IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE ParkersburgWV 26302 555 555 5555 55.. 40 001 0 4 0 0 0

18. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE ParkersburgWV 26302 555 555 5555 55.. 40 001 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 13 1 1 Ima Donor X 5678 STREET RD MARIETTA OH 45218

19. IMA DONOR 123 45 6789 CENTRAL INTELLIGENCE AGENCY 1234 BOULEVARD AVE ParkersburgWV 26302 555 555 5555 55.. 40 001 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 13 1 1 Ima Donor X 5678 STREET RD MARIETTA OH 45218

20. Campaign Report Envelope

22. Report Envelope Tracking

23. Donor Recognition Item

25. Support Funds

26. What are Support Funds? Funds for CFC Agency Events ONLY Reviewed/Approved/Amended by the LFCC Deadline to submit request is 9/16 – no exceptions Reimbursement Process

28. Speaker Requests

30. Promotional Materials Website: www.cowvcfc.org Posters Leadership Level Gift

31. Magic Words From the LFCC/Federal Agency Head… “The CFC… It’s 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!”

32. Questions??