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CFC Campaign Coordinator Training

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1 CFC Campaign Coordinator Training

2 Mission Statement   The mission of the Combined Federal Campaign is to support and promote philanthropy through a voluntary program that is employee-focused, cost- efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all.

3 WHAT IS THE CFC? The Story
Prior to the 1950’s, on the job fundraising in the federal workplace was uncontrolled: No specific period of charitable solicitation; they were done throughout the year Quotas for agencies and individuals were freely established and supervisors applied pressure to employees Designations were not allowed

4 WHAT IS THE CFC? The Story cont.
In 1961, President Kennedy gave formal authority to permit fundraising in the Federal workplace In 1964 the first “campaigns” called CFC were conducted in select federal locations On March 3, 1971 President Nixon announced that the CFC would be the uniform fundraising method for the Federal Service It continues to be the largest and most successful workplace philanthropic fundraising model in the world

5 Organization Chart OPM Office of Personnel Management
LFCC Local Federation Coordinating Committee PCFO Principal Combined Fund Organization Campaign Coordinators Keyworkers (or committee members) Sponsored Representatives

6 LFCC- Local Federating Coordinating Committee
2014 Local Federal Coordinating Committee Board Member and Title Agency CHAIR -Robert Crawford (Bob), Administrative Officer TSA-Arkansas Shannon Saucy , State Family Program Director Arkansas National Guard Renee Fair, Meteorologist In Charge National Weather Service E. Caroline Schaefer, Administrative Officer-Arkansas IRS Sandra Otto, Division Administrator Federal Highway Administration Nique Carrington, Director US SBA– Commercial Loan Service Jessica L. Lee, Attorney Advisor Housing & Urban Dev- FHA William A. Cash, Jr. (Bill), Director Little Rock Area Office - EEOC Eric McKisick, District Manager SSA - Sherwood Ben Toman, Group Supervisor SSA -(ODAR) Jackie Flowers, Chief, Internal Review and Audit Pine Bluff Arsenal, JMPB-IA Wanda Shull, Public Affairs Officer Veterans Health Care System of the Ozarks Seritia Clark, Manager of Human Resources USPS - Arkansas

7 PCFO – Heart of Arkansas United Way
President – John Nazzaro

8 What is the CFC? The Combined Federal Campaign (CFC) is the annual fund-raising drive conducted by Federal employees in their workplace each fall. The CFC is exclusively for: Civilian Federal Employees Military Personnel United States Postal Workers

9 What is the CFC? Can give through payroll deduction, cash or check
Only authorized solicitation One campaign - once a year One directory Nonprofits must meet standards Can give through payroll deduction, cash or check OPM provides regulations, oversight and guidance

10 Why the CFC? Eliminates year-round solicitation by charitable organizations of Federal employees in the Federal workplace. CFC lists only agencies that are pre-screened for eligibility by your LFCC. The Office of Personnel Management also verifies that every agency is recognized by the IRS as a 501 (c)(3) nonprofit agency. Offers a donor the convenience of using payroll deduction to make charitable contributions.

11 What’s New at the CFC? Proposed changes Current Changes Campaign dates
Fee for nonprofits to be included Move to a regional concept and elimination of Local CFC Current Changes Universal Giving myPay

12 Highlights on facebook and website for this campaign
LFCC Coordinators Federal agencies Who, what, where, when, why

13 It’s: Simple Easy on the pocketbook Effective
The MAGIC of Payroll Deduction It’s: Simple Easy on the pocketbook Effective

14 Your Role Inform co-workers about the CFC Educate
them about their options Distribute materials (pledge card, charity listing book, posters etc.) Pick-up donations (pledge cards, key worker envelopes) Report results

15 Steps to a Successful Campaign
Number 1 Number 2 Secure support of Senior Management Obtain your agency directors personal commitment and support Endorse the campaign at employee rallies/meetings Encourage contributions at the Eagle level, $1000 or more Review and Evaluate Analyze past campaigns and endorse goal Meet with your Sponsored Representative & Key Workers Develop a campaign strategy and time table

16 Steps to a Successful Campaign
Number 3 Number 4 Form a Committee Important for large offices Select key people from various departments to help you Look for people who relate well to fellow employees, who already support the campaign, and who will participate enthusiastically Train Committee and Keyworkers Ask your Sponsored Representative for help

17 Steps to a Successful Campaign
Number 5 Number 6 Set Campaign Goal Strive for 100% contact (not participation) Establish a goal that provides motivation and a sense of accomplishment (challenge your office) Publicize Your Campaign Posters, s, agency fairs, regular meetings Social Media

18 Steps to a Successful Campaign
Number 7 Utilize CFC Resources For coordinators: Sponsored Representatives and CFC staff Agency speakers &/or tours For employees: Campaign Supplies Charity listing Pledge card 2013 annual report Golden Eagle Report

19 Steps to a Successful Campaign
Utilize CFC Resources Campaign Supplies: goal thermometers theme posters balloons keyworker report envelopes nonprofit brochures

20 Steps to a Successful Campaign
Number 8 Number 9 Employee Meetings Most effective way to reach employees Have an agency speaker (contact SR for speakers) Include your SR Ask Everyone to Give Most important part of campaign – the ASK Remember - you’re asking for others, not yourself Personally contact each employee. Don’t leave pledge card in their mailbox or on their desk

21 Steps to a Successful Campaign
Number 10 Number 11 Report Results Periodically report results of campaign progress with e- mails and thermometers Let your co-workers know how they did Turn in pledge cards and reports to the CFC office Wrap-up and Thank You Have an awards ceremony or celebration Hot Wash - evaluate your campaign and make notes for the next coordinator Thank employees, committee member and volunteers for their participation

22 In the loop… Share information! Select and Share Sample statistics
Interesting comments FAQs

23 Recognition Awards Agency Awards Gold Award: $125 + per capita
Silver Award: $ per capita Bronze Award: $ per capita Six Highest Average Campaigns (minimum of 30% participation) Six Largest Campaigns Individual Awards Patriot Giver $120 - $249 Super giver $250 - $499 Hero Giver $500 - $999 Golden Eagle $1,000 and up

24 25 word descriptive statement
How to Read the Agency Listings Agency Name 5 digit code Telephone Number EIN # ABC Charity (501) EIN # We provide food, clothing, shelter and job leads to homeless families. No person or family is turned away. 8.5% Q,L,X 25 word descriptive statement Taxonomy code Annual fund raising and administrative costs

25 Sample Pledge Card 2 1 1 2 4 1 2 4 1 2 4 3 3 3 4 3 5 5 7 5 7 7 5 6 6 7 6 6 8 8 8 9 9 9 8 9 1. Personal information Clearly print your name (Last, First) and check the appropriate box (military or civilian). 2. Federal Organization. Name or abbreviation of the office you work for. Check the appropriate box. 3. Work information. Provide the name of your agency and a daytime phone number. It will be helpful to the CFC auditors in case there is a question about your pledge. 4. Social Security Number. Fill in your social security number to authorize payroll deduction. Your SSN will not be used by the CFC office. 5. Contribution amount. For military payroll giving (12pay periods) or civilian payroll giving (26 pay periods), enter the AMOUNT of your gift per pay period, then the TOTAL GIFT amount for the year 2015. 6. Cash or check giving. Please write in the amount of your gift. Make all checks payable to CFC or Combined Federal Campaign. 7. Designating your gift. Fill in the five-digit code number of the charity or charities you prefer. The NEW FIVE-digit code numbers are listed, with the agencies’ names and descriptions, in the 2014 Charity Listing. Under ANNUAL AMOUNT, indicate how much of your total annual gift you want to go to each agency (Note: You may also write “IIII” for distribution to all charities listed in the international section. Undesignated funds distribution will be made in the same proportion as every agency’s overall designated percentage.) 8. Choose to release your information. For your name to be released to designated charities, write in your name and provide the address you wish them to have. Without your authorization, the CFC office is prohibited from releasing your name to the organization(s) you support. Authorized names and address of donors will be forwarded to the recipient charities at the close of the campaign. 9. Sign and date the form. If you are giving through payroll deduction, this authorizes your payroll office to begin deductions in January 2015.

26 Top 6 Common Errors Illegible. If it is unreadable, the pledge may not be processed correctly. Monthly gift is listed as the annual gift-when specifying your gift to each agency fill in the ANNUAL AMOUNT. Designation to an invalid agency code. Pledges can be made to any CFC agencies approved by OPM office. Pledge card is not signed. Payroll deduction cannot be authorized if the pledge card is not signed. Social Security Number or Employee ID is not provided. Payroll deduction can not be authorized without the SSN/EID Eagle Donor Authorization forms

27 Eagle Donor Authorization Form for donations over $1,000
Whether the donor wants to be recognized or not, we request that the form be completed and sent to the CFC office. Eagle Donor Authorization Form for donations over $1,000 If permission is given, names and federal offices will appear in the Combined Federal Campaign Charity Listing and the United Way Pillars Book.

28 Keyworker’s Report Envelope

29 CFC Pledging CFC donations are distributed ONLY to the charitable agencies that were designated by a donor. If a donor “Does Not Designate”, (i.e., leaves the designation area of the pledge card blank) their gift will be shared among all agencies in the brochure.

30 Online Giving NEXUS myPay Employee Express

31 NEXUS – online giving Administrative access Password Creation
Coordinators Reporting Responsibilities Coordinator (you) Reports to payroll Reports to CFC

32 myPay – online giving Used across three payroll systems: DoD
DCPS (Civilians) DJMS (Army, Navy and Air Force) MCTFS (Marines) DoD Mil Pay Civ Pay Others (subject to change) Veterans Administration Executive Office of the President Department of Energy Health and Human Services Broadcasting Board of Governors Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form

33 Maximum of 30 minutes or times out
myPay – online giving Code 0072 Time Maximum of 30 minutes or times out Search By Charity # By Charity name Contributions Up to 30 organizations

34 Keyworker Turn In Procedures
Pledges received from donors should be turned in on a weekly basis to the designated campaign person (Campaign Coordinator, Sponsored Representative or PCFO Staff)

35 Keyworker Turn In Procedures
Distribution/Collection of Paper Pledge Card Verify the total pledge matches the amount designated to the charity Verify that the pledge cards are legible and filled out completely and accurately Ensure that cash and check contributions match pledge forms and key worker envelope

36 Keyworker Turn In Procedures
Verify the use of five digit charity codes Campaign Coordinators turn keyworker envelope over to Sponsored Rep. or CFC Staff or contact them for pick-up Copy #1 is for Payroll office. Payroll deduction pledge cards are signed and include SSN or EID Electronic Pledges Copy #2 is for Report Envelopes. Secure cash or check to the yellow copy with paper clip - NO STAPLES! Copy #3 for the donor for tax records. Batching the pledge cards

37 Individual Awards Patriot Giver $120 - $249 Supergiver $250 - $499
Hero Giver $500 - $999 Golden Eagle $1,000 and up

38 How Effective is our CFC…
In 2013 CFC of Greater Arkansas raised over $920,605! In 2013 the total amount raised by CFC Campaigns was over $209.7 million! Goal for campaign is: $1,000,000

39 4 nights of emergency shelter for a homeless person
$1 a week will provide… A set of special utensils and dinnerware for children with cerebral palsy 4 nights of emergency shelter for a homeless person



42 Questions or comments? Please tell us your best practices.

43 Thank you…from our heart to yours!
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