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 yearQuotas for agencies and individuals were freely established and supervisors applied pressure to employeesDesignations were not allowed
4 WHAT IS THE CFC? The Story cont. In 1961, President Kennedy gave formal authority to permit fundraising in the Federal workplaceIn 1964 the first “campaigns” called CFC were conducted in select federal locationsOn March 3, 1971 President Nixon announced that the CFC would be the uniform fundraising method for the Federal ServiceIt 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 CommitteePCFO Principal Combined Fund OrganizationCampaign CoordinatorsKeyworkers(or committee members)Sponsored Representatives
6 LFCC- Local Federating Coordinating Committee 2014 Local Federal Coordinating CommitteeBoard Member and TitleAgencyCHAIR -Robert Crawford (Bob), Administrative OfficerTSA-ArkansasShannon Saucy , State Family Program DirectorArkansas National GuardRenee Fair, Meteorologist In ChargeNational Weather ServiceE. Caroline Schaefer, Administrative Officer-ArkansasIRSSandra Otto, Division AdministratorFederal Highway AdministrationNique Carrington, DirectorUS SBA– Commercial Loan ServiceJessica L. Lee, Attorney AdvisorHousing & Urban Dev- FHAWilliam A. Cash, Jr. (Bill), DirectorLittle Rock Area Office - EEOCEric McKisick, District ManagerSSA - SherwoodBen Toman, Group SupervisorSSA -(ODAR)Jackie Flowers, Chief, Internal Review and AuditPine Bluff Arsenal, JMPB-IAWanda Shull, Public Affairs OfficerVeterans Health Care System of the OzarksSeritia Clark, Manager of Human ResourcesUSPS - 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 solicitationOne campaign - once a yearOne directoryNonprofits must meet standardsCan give through payroll deduction, cash or checkOPM 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 includedMove to a regional concept and elimination of Local CFCCurrent ChangesUniversal GivingmyPay
12 Highlights on facebook and website for this campaign LFCCCoordinatorsFederal agenciesWho, what, where, when, why
13 It’s: Simple Easy on the pocketbook Effective The MAGIC of Payroll DeductionIt’s:SimpleEasy on the pocketbookEffective
14 Your Role Inform co-workers about the CFC Educate them about their optionsDistributematerials (pledge card, charity listing book, posters etc.)Pick-updonations (pledge cards, key worker envelopes)Reportresults
15 Steps to a Successful Campaign Number 1Number 2Secure support of Senior ManagementObtain your agency directors personal commitment and supportEndorse the campaign at employee rallies/meetingsEncourage contributions at the Eagle level, $1000 or moreReview and EvaluateAnalyze past campaigns and endorse goalMeet with your Sponsored Representative & Key WorkersDevelop a campaign strategy and time table
16 Steps to a Successful Campaign Number 3Number 4Form a CommitteeImportant for large officesSelect key people from various departments to help youLook for people who relate well to fellow employees, who already support the campaign, and who will participate enthusiasticallyTrain Committee and KeyworkersAsk your Sponsored Representative for help
17 Steps to a Successful Campaign Number 5Number 6Set Campaign GoalStrive for 100% contact (not participation)Establish a goal that provides motivation and a sense of accomplishment (challenge your office)Publicize Your CampaignPosters, s, agency fairs, regular meetingsSocial Media
18 Steps to a Successful Campaign Number 7Utilize CFC ResourcesFor coordinators:Sponsored Representatives and CFC staffAgency speakers &/or toursFor employees:Campaign SuppliesCharity listingPledge card2013 annual reportGolden Eagle Report
19 Steps to a Successful Campaign Utilize CFC ResourcesCampaign Supplies:goal thermometerstheme postersballoonskeyworker report envelopesnonprofit brochures
20 Steps to a Successful Campaign Number 8Number 9Employee MeetingsMost effective way to reach employeesHave an agency speaker (contact SR for speakers)Include your SRAsk Everyone to GiveMost important part of campaign – the ASKRemember - you’re asking for others, not yourselfPersonally contact each employee. Don’t leave pledge card in their mailbox or on their desk
21 Steps to a Successful Campaign Number 10Number 11Report ResultsPeriodically report results of campaign progress with e- mails and thermometersLet your co-workers know how they didTurn in pledge cards and reports to the CFC officeWrap-up and Thank YouHave an awards ceremony or celebrationHot Wash - evaluate your campaign and make notes for the next coordinatorThank employees, committee member and volunteers for their participation
22 In the loop… Share information! Select and Share Sample statistics Interesting commentsFAQs
23 Recognition Awards Agency Awards Gold Award: $125 + per capita Silver Award:$ per capitaBronze Award:$ per capitaSix Highest Average Campaigns (minimum of 30% participation)Six Largest CampaignsIndividual AwardsPatriot Giver$120 - $249Super giver$250 - $499Hero Giver$500 - $999Golden Eagle$1,000 and up
24 25 word descriptive statement How to Read the Agency ListingsAgency Name5 digit codeTelephone NumberEIN #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,X25 word descriptive statementTaxonomy codeAnnual fund raising and administrative costs
25 Sample Pledge Card2112412412433343557577566766888999891. 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 ErrorsIllegible. 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/EIDEagle 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.EagleDonorAuthorizationFormfor donations over $1,000If permission is given, names and federal offices will appear in the Combined Federal Campaign Charity Listing and the United Way Pillars Book.
29 CFC PledgingCFC 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.
31 NEXUS – online giving Administrative access Password Creation Coordinators Reporting ResponsibilitiesCoordinator(you)Reports to payrollReports to CFC
32 myPay – online giving Used across three payroll systems: DoD DCPS (Civilians)DJMS (Army, Navy and Air Force)MCTFS (Marines)DoDMil PayCiv PayOthers (subject to change)Veterans AdministrationExecutive Office of the PresidentDepartment of EnergyHealth and Human ServicesBroadcasting Board of GovernorsMaximum 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 givingCode0072TimeMaximum of 30 minutes or times outSearchBy Charity #By Charity nameContributionsUp 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 CardVerify the total pledge matches the amount designated to the charityVerify that the pledge cards are legible and filled out completely and accuratelyEnsure that cash and check contributions match pledge forms and key worker envelope
36 Keyworker Turn In Procedures Verify the use of five digit charity codesCampaign Coordinators turn keyworker envelope over to Sponsored Rep. or CFC Staff or contact them for pick-upCopy #1 is for Payroll office. Payroll deduction pledge cards are signed and include SSN or EIDElectronic PledgesCopy #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 - $999Golden 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 palsy4 nights of emergency shelter for a homeless person
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