1. DFW Metroplex CFC Key Worker Training www.dfwmetroplexcfc.org

2. The #1 reason federal workers do not give?? “NO ONE ASKED ME!!”

3. Know the Cause The more you know about CFC, the more effective you will be when you invite people to participate.

4. Four Steps in helping educate people about the importance of CFC 1.Learn the Facts about CFC 2.Make Your Own Gift First 3.Ask Other People to Give 4.Say Thank You!

5. Learn the Facts about CFC Giving is voluntary Participating charities have met strict eligibility guidelines Donors choose the charity/charities they wish to donate to Payroll deduction is quick, easy, and efficient Low fundraising costs Donor Protection

6. M A K E YOUR G I F T Make your own gift first. This shows other you believe in the cause, and it will be easier to invite others to participate in CFC.

7. ASK for Others to Contribute You may be the first person to tell them about the CFC. Personalize your comments Advertise payroll deduction Ask for a contribution Remember: No is okay

8. Food For Thought If half of the federal employees in across the Metroplex donated $10.00 per pay check, the campaign would raise almost $5 million! donated $15.00 per pay check, the campaign would raise almost $7.5 million!

9. The #1 reason federal workers do not give?? “NO ONE ASKED ME!!”

10.  Thank everyone you speak with.  It takes several “thank you’s” before a person truly feels appreciated.

11. Every Donor Gift Car Coaster

12. Giving Levels Humanitarian $650.00-$1299.00 ($25.00 Per Pay Period)

13. Giving Levels Ambassador $1300.00-$4999.00 ($50.00 Per Pay Period)

14. Giving Levels Presidential Eagle Award $5000.00 & up ($200.00 Per Pay Period)

15. 2012 Pledge Form HOW DO I PLEDGE? HOW DO I PLEDGE?

16. PLEDGE FORM

17. PAYROLL DEDUCTION Doe John P Social Security Administration / Ft Worth 123-45-6789 624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567 100.00 2600.00 1 2 3 4 5 2 3 4 5 6 3 4 5 6 7 4 5 6 7 8 650.00 x x 123 Connor Drive # 21 Fort Worth, TX. 76011 jpdoe@yahoo.com 09/01/2012 x 11. Optional Information 1. Name 2. Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5. Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9. Charity Code 10. Annual Amount 12. Sign & Date a) Incentive awards check box b) Information release

18. PAYROLL DEDUCTION Calculation Errors Doe John P Social Security Administration / Ft Worth 123-45-6789 624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567 19.23 500.00 1 2 3 4 5 2 3 4 5 6 250.00 x x 123 Connor Drive # 21 Fort Worth, TX. 76011 jpdoe@yahoo.com 09/01/2012 $500.00 / 26 = $19.23 $19.23 * 26 = $499.98 Example : 13. Double Check The Calculations 1 2 3 4 5249.99 $499.98 x 249.99 2 3 4 5 6 11. Optional Information 1. Name 2. Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5. Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9. Charity Code 10. Annual Amount 12. Sign & Date

19. CASH or CHECK Doe John P Social Security Administration / Ft Worth 624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567 1 2 3 4 5 2 3 4 5 6 3 4 5 6 7 4 5 6 7 8 650.00 x x 123 Connor Drive # 21 Fort Worth, TX. 76011 jpdoe@yahoo.com 2600 #1947.00 09/01/2012 x 1. Name 2. Military / Civilian 3. Agency / Location 4. Address 5. Work Phone # 6. Cash / Check Amount 7. Check # Make checks payable to the Combined Federal Campaign 8. Identify Cash / Check Do Not Separate Cash/Check from Pledge Cards 9. Date of Contribution 10. Charity Code 11. Annual Amount 12. Optional Information 13. SSN# and Signature Box LEAVE BLANK

20. Fundraiser / Special Event Cash or Check Name of Fundraiser / Special Event Social Security Administration / Ft Worth 624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567 9 9 9 9 9 1150.00 09/01/2012 1. Name of Event 2. Agency / Location 3. Address 4. Work Phone # 5. Cash / Check Amount Make All Checks Payable to the Combined Federal Campaign 6. Identify Cash/Check Multiple Do Not Separate Cash/Check from Pledge Cards 7. Date of Contribution 8. Charity Code 9. Annual Amount 10. SSN# and Signature Box LEAVE BLANK Multiple

21. Pledge Card Instructions Incorrectly completed pledge cards will be returned to the Keyworker. Please help avoid processing delays by reviewing each card to ensure the following items have been correctly and legibly entered. 1.Contributors FULL NAME 2.SOCIAL SECURITY NUMBER only necessary for those giving through payroll deduction. 3.PAYROLL DEDUCTION. 4.Check the annual amount is correct: Double check calculations  Military: Monthly amount x 12 = annual amount  Civilian : pay period amount x 26 = annual amount 5.Contributors using payroll withholding must sign the authorization at the bottom of the card. 6.Contributors checks must be made payable to Combined Federal Campaign. Checks payable to a designated charitable organization cannot be accepted.

22. 7.For designations: We encourage federal employees to designate their contribution to a charity on the approved Charity List – the CFC Charity List is also online at www.dfwmetroplexcfc.org This is done by placing the five digit code number in the box labeled “Five Digit Charity Code.” Be sure this is a valid number and that it is legible.www.dfwmetroplexcfc.org 8.DO THE MATH. Ensure all calculations are correct before processing the pledge card, if there is an error, you must get it corrected before submitting the card to your coordinator. 9. Be sure that the total amount designated does not exceed the total annual contribution. 10. Release of contributor names to designated charities. (Optional)  If the contributor wants his/her name, address and home email address released to the designated charities, contributor will need to fill in address or information will not be released. 11.Track pledges who elect to receive an incentive award. 12.Ensure that white copy & yellow copy are in envelopes & that donor keeps the pink copy for his/her record.

23. Donor Gift Order Forms

24. Submitting Pledge Cards/ Requesting Donor Gifts Schedule a weekly turn in time with your coordinator. Pre-audit all pledge cards, correcting issues prior to turn in Track all donor gifts prior to submission White/yellow copies to Coordinator Pink copy to donor Provide gifts to donor within one week of receiving pledge card.

25. Website Please visit our website at www.DFWMetroplexCFC.org  Charity List including 25 word agency descriptions  Donors can learn more, search for charities and select agencies can GIVE ONLINE.

26. Social Media Please “Like” us on facebook! A great resource for donors & charities! Please suggest the page to others in your agency & to your favorite charities! Dallas-Fort Worth (DFW) Metroplex CFC

27. DFW Metroplex CFC Contacts Jennifer Wukasch Senior Director 682-323-2788 jwukasch@healthcharities.org Marti Lawrence Associate Director 682-323-2789 mlawrence@healthcharities.org

28. Thank you for attending training! We appreciate your efforts in making the 2012 Combined Federal Campaigns the most successful campaign to date!