1. 1 Welcome

2. CENTRAL CALIFORNIA Combined Federal Campaign 2011 KICK OFF & TRAINING 2011 CFC...Celebrating 50 Years of Caring!

3. 3 Today ’ s objective… To provide you with the knowledge and skills to conduct an effective campaign within your Federal Agency (AND, to get you EXCITED about the 50 th Anniversary if our CFC!)

4. 4  INTRODUCTIONS  WHAT IS THE CFC? INTRODUCTION AND BACKGROUND  FREQUENTLY ASKED QUESTIONS  PLANNING...THE KEY TO A SUCCESSFUL CAMPAIGN  FORMS AND INSTRUCTIONS AGENDA...

5. 5 The CFC Mission Statement… The mission of the Combined Federal Campaign (CFC) is to support and to 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. WHAT IS CFC? Introduction and Background (PAGE 2 IN YOUR MANUAL

6. 6 WHAT IS CFC? Introduction and Background (Page 2 in your manual) The Combined Federal Campaign (CFC) is the ONLY AUTHORIZED SOLICITATION OF EMPLOYEES IN THE Federal workplace on behalf of charitable organizations. In 1961, President Kennedy, by Executive Order, directed that the Office of Personnel Management (OPM) develop a once-a-year workplace campaign for all Federal employees, including the military services and the U.S. Postal Service. CFC was established as a “designation campaign” and offered donors the convenience of payroll deduction for their charitable contributions.

7. 7 WHAT IS CFC? Introduction and Background (PAGE 2 IN YOUR MANUAL Participating charitable agencies must:  Apply annually for campaign inclusion  Demonstrate sound fiscal management to the LFCC  Exhibit high integrity of conduct  Serve the community as a human health and welfare organization Donors may designate their donations, confident that the charity utilizes its resources properly and conducts its services with a high degree of competency.

8. 8 Structure of the CFC Leadership Org Chart (PAGE 3 IN YOUR MANUAL Sets Policy and Procedures Responsible to Conduct Local Campaign Manages Local Campaign Jeffrey Barrett, LFCC Chair

9. 9 COMMON MISCONCEPTIONS (PAGE 4 IN YOUR MANUAL My CFC contribution is distributed to selected charitable organizations as determined by a committee or individual. The CFC and the United Way campaign are one-in-the-same When giving through the CFC my contribution supports every agency listed in the brochure. A major portion of my contribution goes for administrative expenses. A payroll deduction contribution continues forever. I am being pressured to participate in the Combined Federal Campaign. My office/agency does not participate in the Combined Federal Campaign.

10. 10 PREPARING TO MAKE “ THE ASK ” (PAGE 5 IN YOUR MANUAL)  EXPLAIN  LISTEN  ENCOURAGE  ASK  COMMUNICATE

11. 11 Q I prefer to contribute directly to a charity. Why should I give my charitable contribution through the CFC? Q Are contributions tax-deductible? Q What are the CFC’s administrative costs and where does the money come from? QWhy should I support a campaign that includes organizations I don’t like? Q What does the percentage number listed with each agency mean? Why should my donations cover administrative costs? Q Why are certain agencies listed in the CFC Brochure and others aren’t? And what if my agency of choice is not in the CFC Brochure – can I designate it? Q What will happen to MY money? How can I be sure that certain agencies won’t get my money? Q Why should I contribute through the CFC when I don’t use the services of any of the recipient charities? Q What if I don’t designate my gift? ANSWERS TO FREQUENTLY ASKED QUESTIONS (PAGES 6-8 IN YOUR MANUAL)

12. 12 PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS #1...Get Started

13. 13 PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS #2...Know Your Organization

14. PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS #3...Enlist Support

15. PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS #4...Decide on a Solicitation Style

16. PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS #5...Promote Your Campaign

17. PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS #6...Implement Your Campaign Plan

18. PLANNING... The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL) 7 STEPS TO SUCCESS 7. Report Results NEW!

19. 19 PLANNING... The Key to a Successful Campaign (PAGES 11-12 IN YOUR MANUAL) CAMPAIGN “ BEST PRACTICES ” Bottom line... An effective campaign is: 65% Planning 15% Running 20% Closing PLAN TO SUCCEED, AND YOU WILL!

20. 20 FORMS AND INSTRUCTIONS 2011 PLEDGE FORM (PAGE 16 IN YOUR MANUAL)

21. 21 FORMS AND INSTRUCTIONS DONOR AWARD MANAGEMENT (PAGE 17 IN YOUR MANUAL)

22. 22 PLEDGE FORM PROCESSING CASH/CHECK ENVELOPES (PAGE 18 IN YOUR MANUAL) PLEDGE FORM PROCESSING First...Sort the pledge forms into 2 stacks…pledges and cash/check. PROCESSING CASH/CHECK ENVELOPES (MANILA)  Arrange the pledge forms by dollar value, lowest to highest  Confirm that all donors who pledged $250.00 or more have either accepted or declined the donor recognition award  If necessary, follow up with donors who did not indicate their donor award preferences  Place pledge forms that have cash or check attached in the CASH or CHECKS ONLY campaign report envelope (manila)  Complete the front of the campaign report envelope and verify that the envelope front totals match the pledge form total of the pledge forms included in the envelope  YOU MUST COMPLETE ALL 6 STEPS before submitting the envelope  Call your Loaned Executive to arrange envelope pick up

23. 23 PLEDGE FORM PROCESSING PLEDGE FORM ENVELOPES (PAGE 18 IN YOUR MANUAL) PROCESSING PLEDGE FORMS ENVELOPES (WHITE)  Arrange the pledge forms by dollar value, lowest to highest  Confirm that all donors who pledged $250.00 or more have either accepted or declined the donor recognition award  If necessary, follow up with donors who did not indicate their award preferences  Tear off the white copy of the pledge form and submit to your CFC payroll processing department immediately (payroll giving will not begin until the white copies are processed)  Place the pledge forms in the PLEDGE FORM ONLY campaign report envelope (white)  Complete the front of the campaign report envelope and verify that the envelope front totals match the total of the pledge forms included in the envelope  YOU MUST COMPLETE ALL 6 STEPS before submitting the envelope  Call your Loaned Executive to arrange envelope pick up

24. 24 CASH/CHECK ENVELOPE (PAGE 19 IN YOUR MANUAL)

25. 25 PLEDGE FORM ENVELOPE (PAGES 20 IN YOUR MANUAL)

26. 26 2010 Results  Raised $864,866.74 for charitable agencies, which was a 23% increase over 2009  541,467.98 (63%) was designated to local charities right here in our own communities!  11,957 Federal employees were solicited and 3,355 Federal employees contributed  28% participation rate  The Average Gift was - $257.78

27. 27 2010 CFC The 2011 Campaign Solicitation Period is September 1, 2011-December 1, 2011 The 2011 goal is $900,000

28. 28 ALL CAMPAIGNS WILL BE USING THE SAME BROCHURE COVER IN HONOR OF THE 5OTH ANNIVERSARY OF CFC! NEW!

29. 29 NEW LOGOS FOR CFC

30. 30 TO CELEBRATE THE 5OTH ANNIVERSARY... 5 MINUTE CFC BRIEFINGS  They work!  Expect a call to get yours scheduled The CFC 50/50 Challenge !  We ’ re asking employees to consider giving 50 cents a week for 50 weeks That ’ s about $2.00 a month

31. 31 TOOLS to HELP YOU  Custom goal posters  50/50 Challenge Posters  Assistance with Agency Speakers  Assistance with Envelope Processing Just call or email your request!

32. 2010 Central California CFC Combined Federal Campaign Have a Great Campaign and Have Fun!!!