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2013 Greater Mississippi CFC Key Worker Training.

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Presentation on theme: "2013 Greater Mississippi CFC Key Worker Training."— Presentation transcript:

1 2013 Greater Mississippi CFC Key Worker Training

2 Never before has man had such a great capacity to control his own environment, to end hunger, poverty and disease, to banish illiteracy and human misery. We have the power to make the best generation of mankind in the history of the world. THANKS FOR BEING PART OF A GREAT TEAM President John F. Kennedy

3 2013 Key Worker Role and Responsibilities Thank you for being a part of the 2013 Greater MS Combined Federal Campaign (CFC)!Thank you for being a part of the 2013 Greater MS Combined Federal Campaign (CFC)! Yours is a vital roleYours is a vital role Execution of all responsibilities is key to successExecution of all responsibilities is key to success Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it's the only thing that ever has. - Margaret Mead - Margaret Mead

4 Campaign 2012 Vital Statistics 2012 Greater MS CFC Goal: $900,0002012 Greater MS CFC Goal: $900,000 [2012 campaign: $892,315 pledged – 99% of goal] [2012 campaign: $892,315 pledged – 99% of goal] Overall Campaign Timeframe: Sept 1 – Dec 15.Overall Campaign Timeframe: Sept 1 – Dec 15. Organizational Campaign Timeframe – Each organization sets a timeframe within the overall campaign timeframeOrganizational Campaign Timeframe – Each organization sets a timeframe within the overall campaign timeframe Campaign KickoffsCampaign Kickoffs –Your organization will announce its specific kickoff plans

5 CFC Support from: Terry Olivier, Director, Greater MS CFCTerry Olivier, Director, Greater MS CFC –228-252-1149 (office); 504-460-9414 (cell) tolivier@unitedwaysm.org Mignon Bouchon, CFC Admin. Asst.Mignon Bouchon, CFC Admin. Asst. –228-252-1118 (office) –mbouchon@unitedwaysm.org LFCC Members/Campaign Project Officers LFCC Members/Campaign Project Officers (see website) Loaned Executives Loaned Executives (see website) Website Website –www.GreaterMScfc.org

6 CONVENIENCE! (i.e., payroll deduction, ePledging)CONVENIENCE! (i.e., payroll deduction, ePledging) CONFIDENCE - CFC belongs to Federal employees...Board of Directors is composed entirely of local Federal employees who oversee the campaignCONFIDENCE - CFC belongs to Federal employees...Board of Directors is composed entirely of local Federal employees who oversee the campaign CHOICE – Donors choose where their gifts goCHOICE – Donors choose where their gifts go CARE – Your gift improves the quality of life for you and your neighbors CARE – Your gift improves the quality of life for you and your neighbors ACCOUNTABILITY/EFFICIENCYACCOUNTABILITY/EFFICIENCY –In 2012, the Greater MS CFC has a rate of 14.35% overhead (this means 85 cents of every dollar goes directly to charities) Reasons for Giving…

7 Why Encourage payroll deduction giving? It’s EASY - Payroll deduction (PD) is the key to substantial givingIt’s EASY - Payroll deduction (PD) is the key to substantial giving Spreads a contribution across the entire yearSpreads a contribution across the entire year PD$268 –Average PD gift last year: $268 Cash/Check –Average Cash/Check gift last year: $81

8 Lessons from CFC Regulation (5 CFR Part 950)… AVOID: –Requiring 100% participation –Supervisors soliciting their own subordinates –Pressuring to give a certain dollar amount –Developing a list of non-contributors –Coercing employees

9 Key workers: that is Your #1 Priority People give to people…asking DOES matter! Avoid non-personal, indirect contact, such as: Pledge form in or on: Inboxes, Door Handles Chairs, Desktop

10 What to do… Know the facts about the campaignKnow the facts about the campaign Get the word out … Use all internal means available; Get senior leadership involved...Ask for time at a regular staff meeting, “All Hands” meeting, commander’s or director’s call, etcGet the word out … Use all internal means available; Get senior leadership involved...Ask for time at a regular staff meeting, “All Hands” meeting, commander’s or director’s call, etc Show the CFC video (available on CFC website)Show the CFC video (available on CFC website) Set the example … be the first to make your giftSet the example … be the first to make your gift

11 How to ask Small Group presentations are especially effectiveSmall Group presentations are especially effective –Sets the tone for your campaign –Excellent way for senior leadership to provide visible support –Most efficient way to contact many individuals –Easy way to personally deliver Charity List & Pledge Form

12 How to ask (continued) Arrange for guest speaker from an agencyArrange for guest speaker from an agency –Adds personal example to presentation –Adds conviction and persuasion –Helps you with your “ask” –Speakers are speaking on behalf of all agencies…will not solicit; rather, they will use their own agency as an example of what can be accomplished through charitable contributions Don’t overlook a co-worker testimonial…very effective and personalDon’t overlook a co-worker testimonial…very effective and personal

13 How to ask (continued) Close Close Ask donors to complete their pledge forms…encourage payroll deduction giving Ask donors to turn in their pledge forms now (or by a specific date or time; i.e., give them a task and time to complete it)…be sure donor keeps Copy 3 (Donor’s copy) Be available to provide help with filling out the pledge form or ePledge Thank everyone for attending

14 How to ask (continued) Follow-UpFollow-Up –Have a plan to collect pledge forms –Try to schedule return within three days –Personally contact those who may not have attended a presentation –Ensure that a quality contact (one-on-one) occurs with 100% of your co-workers NOTE: Your solicitation is complete when employees give or indicate they are not interested in giving If a potential donor says “no” do not ask again. Do thank them for their consideration

15 Let’s Summarize… Step 1 - Know the facts about the CFC: Take good notes today, be familiar with the introductory pages of the Charity List; Visit www.GreaterMScfc.orgStep 1 - Know the facts about the CFC: Take good notes today, be familiar with the introductory pages of the Charity List; Visit www.GreaterMScfc.org Step 2 - Make your own gift: Lead by exampleStep 2 - Make your own gift: Lead by example Step 3 - Get the word out: Tell everyone about CFCStep 3 - Get the word out: Tell everyone about CFC Step 4 - Make the Ask! Consider Small Group presentations; Emphasize the importance of payroll deduction; Clearly ask for the gift; Be silent after you ask…let the contributor decideStep 4 - Make the Ask! Consider Small Group presentations; Emphasize the importance of payroll deduction; Clearly ask for the gift; Be silent after you ask…let the contributor decide Step 5 - Be available: If needed, help donors fill out the pledge form; Give donors Copy #3 for their records/ Say thank you!! Copy #1 is for Payroll Office (Payroll deduction pledges only). Copy #2 is for the CFC Campaign Office.Step 5 - Be available: If needed, help donors fill out the pledge form; Give donors Copy #3 for their records/ Say thank you!! Copy #1 is for Payroll Office (Payroll deduction pledges only). Copy #2 is for the CFC Campaign Office.

16 Use this form to help you track and tally eagle gifts

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19 Key Worker Report Envelope Fill out completelyFill out completely Double check the mathDouble check the math Submit report weekly to Project OfficerSubmit report weekly to Project Officer Double checking now saves time laterDouble checking now saves time later

20 On behalf of all the people and worthy causes who will receive the help they need because of you... Thanks!!


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