1. SERVING our COUNTRY. SUPPORTING our COMMUNITY. 2013 Unit Coordinator / Key Worker Training

2. COMBINED FEDERAL CAMPAIGN COORDINATOR /KEY WORKER TRAINING AGENDA u CFC Facts / Kick-off Information u Developing Your Campaign Plan & Unit Coordinator/Key Worker Training q The Responsibilities q The People q Components of Success u Support Materials & Questions

3. CFC FACTS & KICK-OFF INFO CFC LEADERSHIP LOCAL FEDERAL COORDINATING COMMITTEE (LFCC) CO-CHAIRS Senior Chief Bryan Terry and LT Matt Dowdy CVWP, NAS Whidbey Island PRINCIPAL COMBINED FUND ORGANIZATION (PCFO) Mrs. Amy Goza CFC Director, United Way of Island County Phone: (360)675-1778

4. CFC FACTS & KICK-OFF INFO LFCC CO-CHAIR CONTACT INFO  Senior Chief Terry, Bryan  bryan.terry@navy.mil; 360-257-6058 bryan.terry@navy.mil  LT Dowdy, Matt  matt.dowdy@navy.mil; 360-257-3903 matt.dowdy@navy.mil

5. CFC FACTS & KICK-OFF INFO KICK-OFF/CAMPAIGN DATES MONDAY, SEPTEMBER 30 thru FRIDAY, NOVEMBER 8  Six (6) week campaign  Limits solicitation

6. CFC FACTS & KICK-OFF INFO FACT SHEET AND HISTORY Fundraising effort directed toward all Military, Civil Services, and Federal Agencies. Federal community represented by 8,514 employees in Island County. Offers donors a choice of over 2,700 local, national and international charities or federations.

7. CFC FACTS & KICK-OFF INFO FACT SHEET AND HISTORY - GOALS u 2013 q Raise $300,000 q 50% Federal employee participation q 95% Payroll Deduction u 100% Contact

8. CFC FACTS & KICK-OFF INFO HOW A CHARITY QUALIFIES FOR THE CFC

9. u Eligibility Criteria – ALL CHARITIES q Human health and welfare q Tax exempt - 501(c)(3) q IRS 990 Form q Annual audits if received over $100,000 q Volunteer Board of Directors q Annual Reports to the Public (Federations ONLY)

10. CFC FACTS & KICK-OFF INFO HOW A CHARITY QUALIFIES FOR THE CFC u National Eligibility Criteria q Offers services in 15 or more states for 3 years, or several foreign countries q Apply directly to OPM Director

11. CFC FACTS & KICK-OFF INFO HOW A CHARITY QUALIFIES FOR THE CFC u Local Eligibility Criteria q Substantial presence in local or adjacent area n Office open at least 15 hours/week q OR substantial statewide presence n Offer services in at least 30% of state or to at least 30% of state population q Apply to CFC of Island County LFCC q Applications reviewed by LFCC committee

12. CFC FACTS & KICK-OFF INFO CFC RELATIONSHIP WITH UNITED WAY u Contracted to administer CFC. u Provides staff support for LFCC. u Develops literature and materials. u Receives and disburses funds. u Data processing and accounting. u Helps train federal volunteers.

13. CFC FACTS & KICK-OFF INFO WORKPLACE VERSUS DIRECT GIVING u More money goes to service rather than fundraising costs. u Provides steady, year-round income for charities. u Larger gifts are possible through payroll deductions. u Participating charities are held accountable. u Federal image and community pride.

14. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING UNIT COORDINATOR JOB DESCRIPTION u Objective q Plan and implement effective CFC employee campaign within your command/unit. u Criteria q Enthusiastic and positive about the CFC. q Strong interpersonal and organizational skills. q Well respected by co-workers and management.

15. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING WHY ARE WE HERE? u How many volunteered to help? u How many were signed up? u Who has done this before?

16. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING UNIT COORDINATOR RESPONSIBILITIES u Recruit enthusiastic team to help plan a well- organized and successful campaign. u Work closely with LFCC Co-Chairs and CFC Staff to establish goals and time frames. u Implement effective system for reporting results and maintaining accurate records.

17. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING UNIT COORDINATOR RESPONSIBILITIES (cont.) u Oversee entire campaign q Follow up on all aspects of campaign. q Thank employees who contributed and members of the campaign team. u Finalize campaign and submit reports by November 8 th. u Evaluate campaign and make recommendations for next year.

18. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING KEY COMPONENTS FOR SUCCESS u OBTAIN EXECUTIVE & LABOR ENDORSEMENT q People follow their leaders – have command make an endorsement for the campaign. n CO’s letter in charity brochure. u ESTABLISH AN EMPLOYEE CAMPAIGN GOAL q Base on past, size, and giving potential. u DEVELOP A STRONG CAMPAIGN TEAM q Select Key Workers from all employee groups/divisions. u ENERGIZE AND PUBLICIZE YOUR CAMPAIGN q Emphasize donor education, publicity, and fun.

19. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING KEY COMPONENTS FOR SUCCESS (cont.) u MAKE THE 100% "ASK" q Every employee is asked to contribute – don’t just distribute the pledge cards. u REPORT THE RESULTS q Provide regular, accurate results to both your LFCC Co-Chairs and command/agency. u RECOGNIZE AND THANK EVERYONE

20. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING STEPS IN MAKING THE “100% ASK” u KNOW YOUR STUFF u MAKE YOUR OWN GIFT FIRST u MAKE PERSONAL CONTACT WITH EVERYONE (1 on 1 if possible)

21. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING THE ART OF ASKING u Introduction u Needs in the community (specific examples) u Answer Questions u Explain the Suggested Giving Guide u Ask for the pledge u THANK EVERYONE!

22. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD

23. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD (CONT.) u Clearly Print Name: Last, First, MI. u Military or Civilian u Federal Agency u Office (Unit / Division or Payroll Office) u Full SSN (for payroll deduction ONLY) u Work address & Zip Code u Work phone

24. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD (CONT.) u For Payroll Deduction Gift – MILITARY: q Minimum of $2.00/month ($1.00/pay period) n For a minimum total of $24.00 (12 months) q Check EAOS. n For those who have EAOS prior to December 2014, ensure the number of months is changed to reflect the month prior. n If July 2014 EAOS, should be 6 months vice 12.

25. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD (CONT.) u For Payroll Deduction Gift – CIVILIAN: q Minimum of $1.00/per pay period n For a minimum total of $26.00 (26 pay periods) u For Cash/Check Contributions: q Fill in annual/total amount q Make Checks payable to: n “Combined Federal Campaign”

26. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD (CONT.) u Charity Code and Designated Gifts: q Fill in five-digit code(s). n Found in the CFC of Island County Charity List n No write-in charities. n No code or incorrect code(s) – undesignated. q Write the total contribution for the year for each agency in the box next to the agency code. q Be Careful: Dollars must add-up.

27. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD (CONT.) u Information Release – optional u Signature and Date q For payroll deduction ONLY

28. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING HOW TO COMPLETE THE PLEDGE CARD (CONT.) u Failure to fill in information will delay processing. u If you have questions please contact: q Senior Chief Terry: 257-6058 q LT Dowdy: 257-3903

29. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING FEDERAL REGULATIONS 1.Setting specific dollar goals per person is not allowed. 2.Setting a 100 percent participation goal is prohibited. 3.Supervisors may not solicit employees. 4.Do not display or post a list of contributors or non- contributors. 5.Please refrain from advocating for one agency over another – allow the contributor to choose the agency which will receive his/her gift. 6.Coercion is expressly forbidden in the CFC.

30. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING REPORT THE RESULTS u Review the Pledge Cards q Return the pink copy to employee/donor q Ensure two (2) white copies and one (1) yellow copy are still intact. q Verify that:  Employee contribution is correctly calculated.  For payroll deduction, full SSN is provided on white copy, along with signature and date.

31. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING REPORT THE RESULTS (cont.) u Again, Review the Pledge Cards. u Arrange in alphabetic order and pledge type. u Prepare the Keyworker’s Report Envelope for return to the LFCC. q Ensure tallies are correct. q Provide a contact Name and Phone Number. u LFCC Chair will need to forward copies of pledge cards to PSD/payroll office. q Verify Civilian employees’ payroll office(s).

32. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING PLEDGE CARD DROPOFF u When & Where: q Convergence Zone q Tuesdays, October 8 thru November 5 q 1300-1400 n Please check email updates n www.cfcisland.org/campaign.htm u Don’t Drop and Run. u Cash will be counted in front of Co-Chairs or assigned assistant(s).

33. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING BASIC CAMPAIGN CHALLENGES TO AVOID 1. Start too late. 2. No timetable. 3. Not enough volunteers (Key Workers). 4. No campaign plan. 5. Lack of enthusiasm. 6. No publicity/visibility. 7. Not setting a reachable or optimistic goal. 8. Not using CFC materials to your advantage. 9. Lack of organized labor support. 10. Not using the Suggested Giving Guide correctly..

34. DEVELOPING YOUR CAMPAIGN PLAN & TRAINING BASIC CAMPAIGN CHALLENGES TO AVOID (cont.) 11. Lack of fun events and friendly competition. 12. Reliance on "in box" solicitation. 13. Not enough emphasis on payroll deduction. 14. Not making 100% personal contact. 15. Ineffective group solicitations. 16. Lack of training for Key Workers and volunteers. 17. Defeatist attitude. 18. Prolonged campaign. 19. Inability to "ask." 20. Failure to say "Thank You."

35. SUPPORT MATERIALS & QUESTIONS LIST OF SUPPLIES/MATERIALS Ratio per employee 1.Pledge cards 1 per employee 2.Campaign report sheet with envelope1 to start 3.CFC contributor's brochure/charity list 1 per 3-5 employees 4.Unit Coordinator / Key Worker handbook1 per attendee 5. Goal thermometer as needed

36. SUPPORT MATERIALS & QUESTIONS QUESTIONS??