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2013 Key-Worker Training. Our Goal To Raise $900,000 PLUS To Increase Participation.

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Presentation on theme: "2013 Key-Worker Training. Our Goal To Raise $900,000 PLUS To Increase Participation."— Presentation transcript:

1 2013 Key-Worker Training

2 Our Goal To Raise $900,000 PLUS To Increase Participation

3 CFC is… Based on executive order given by President Kennedy in 1961Based on executive order given by President Kennedy in 1961 The only authorized solicitation of federal employees in the workplace on behalf of charitiesThe only authorized solicitation of federal employees in the workplace on behalf of charities Designation-drivenDesignation-driven

4 CFC has… A board of directors; Local Federal Coordinating Committee (LFCC)A board of directors; Local Federal Coordinating Committee (LFCC) An application processAn application process Regulations that must be followedRegulations that must be followed 5-digit codes5-digit codes 55 counties throughout Tennessee55 counties throughout Tennessee Several different awardsSeveral different awards

5 The Regulations 5 CFR part 950

6 Charity List Section 401(g) The charity list explains payroll deduction privilegeThe charity list explains payroll deduction privilege Donors may only designate to charities in the charity listDonors may only designate to charities in the charity list

7 Undesignated Funds Section 501(a) All undesignated funds shall be distributed to all of the organizations in the CFC brochure in the same proportion that they received designations in the campaign (see chart on next slide).

8 Distribution of $6000 $5000 Designations Percentage Agency A$2,50050% Agency B$1,50030% Agency C$1,00020% Percentage$1,000 Undesignated Agency A50%$500 Agency B30%$300 Agency C20%$200

9 Pledge Card Section 402 If employee designates to a charity not in the brochure, the money is treated as undesignated (c)If employee designates to a charity not in the brochure, the money is treated as undesignated (c) Regulations give provisions for incorrect calculations (d)Regulations give provisions for incorrect calculations (d)

10 Release of Donor Info Section 601 Employee must approve release (b)Employee must approve release (b) Name, address, address and donation amount can be released (c)Name, address, address and donation amount can be released (c) If nothing is checked, no information is releasedIf nothing is checked, no information is released

11 Solicitation Methods Fundraising events permitted during campaign period (September 9 – November 15, 2013)Fundraising events permitted during campaign period (September 9 – November 15, 2013) 100% ASK100% ASK

12 Preventing Coercion Section 108 Voluntary giving is fundamental 1.Supervisors cannot solicit employees below them 2.Supervisory inquiries not allowed 3.Cannot set 100% participation goals 4.Cannot establish personal dollar goals and quotas 5.Cannot develop list of non-contributors 6.Cannot factor into performance appraisal

13 5-Digit Codes 5-Digit Codes CFC has issued 5-digit codes for all participating agencies in the CFC campaignCFC has issued 5-digit codes for all participating agencies in the CFC campaign Be sure to look up your favorite charities in the brochure for their codesBe sure to look up your favorite charities in the brochure for their codes A page numbered alphabetical index is includedA page numbered alphabetical index is included Go to for a searchable electronic copy of the brochureGo to for a searchable electronic copy of the brochurewww.tnregionalcfc.org

14 Recognitions and Awards Recognitions and Awards The LFCC has determined, based on feedback from the previous campaigns, to eliminate thank you gifts to lower campaign costsThe LFCC has determined, based on feedback from the previous campaigns, to eliminate thank you gifts to lower campaign costs All donors giving $500 or more will be invited to attend the Awards Ceremony in DecemberAll donors giving $500 or more will be invited to attend the Awards Ceremony in December

15 Weekly Drawings! A drawing will be held each week!A drawing will be held each week! Once your pledge card has been turned in you are entered into each drawing thereafter!Once your pledge card has been turned in you are entered into each drawing thereafter! Prizes include hotels stays, gift certificates, CFC swag, etc.Prizes include hotels stays, gift certificates, CFC swag, etc.

16 Key Messages ALL the charities in the CFC Charity List have been through the application processALL the charities in the CFC Charity List have been through the application process CFC collections are sent to the charities you designateCFC collections are sent to the charities you designate Only an amount (approx. 10%) set by contract is retained for administrative costsOnly an amount (approx. 10%) set by contract is retained for administrative costs CFC belongs to Federal EmployeesCFC belongs to Federal Employees

17 Donor Concerns CFC is your program, please ask questions and state your concerns.CFC is your program, please ask questions and state your concerns. Why is my favorite charity not in the brochure?Why is my favorite charity not in the brochure? How do I know the charities are receiving the donations?How do I know the charities are receiving the donations?

18 Step 1: Analyze Past Campaign Results Your loaned executive can assist you with your agency’s giving historyYour loaned executive can assist you with your agency’s giving history Accounts may be analyzed to determine proposed goal amounts and strategiesAccounts may be analyzed to determine proposed goal amounts and strategies

19 Step 2: Get the boss involved Essential to successful campaignEssential to successful campaign CFC Strategy Meetings were held with many agenciesCFC Strategy Meetings were held with many agencies Many agency heads have already pledged their supportMany agency heads have already pledged their support

20 Step 3: Get help Recruit natural leadersRecruit natural leaders Recruit people who believe in the causeRecruit people who believe in the cause Recruit a cross-section of peopleRecruit a cross-section of people

21 Step 4: Set a Challenging Goal For Example: Look for a 10% increase in total dollars and or participation

22 Step 5: Publicize your campaign Put CFC on displayPut CFC on display Use internal communicationsUse internal communications Use incentives (ask local stores for in-kind donations)Use incentives (ask local stores for in-kind donations) Develop eventsDevelop events Use charity speakers/volunteersUse charity speakers/volunteers

23 Step 6: Conduct your campaign Group solicitationGroup solicitation Schedule around less busy time or a payday Schedule around less busy time or a payday Have food Have food Mention some key messages Mention some key messages Directly ask for a contribution Directly ask for a contribution

24 Step 6 Continued: Conduct Your Campaign One-on-one solicitationOne-on-one solicitation Introduce yourself Introduce yourself State the campaign goals State the campaign goals Answer any questions Answer any questions Ask for a pledge Ask for a pledge Say thank you Say thank you

25 Step 6 Continued: Conduct Your Campaign Encourage Online GivingEncourage Online Giving Participate in the second annual Get Your Give Online Campaign (October 21 – 25, 2013)Participate in the second annual Get Your Give Online Campaign (October 21 – 25, 2013) CFC Nexus CFC Nexus Employee Express Employee Express

26 Step 7: Report Pledges to LE Pledge cards (Two Middle Copies)Pledge cards (Two Middle Copies) Pledge listing sheetsPledge listing sheets Key-worker envelopeKey-worker envelope

27 Step 7 Continued: Report Pledges to Payroll Paper Pledge (Top Copy)Paper Pledge (Top Copy) Nexus Pledges ( A coordinator from your agency must register on CFC Nexus and the CFC Director must assign them as the Payroll Coordinator for them to gain access to the Payroll reports.)Nexus Pledges ( A coordinator from your agency must register on CFC Nexus and the CFC Director must assign them as the Payroll Coordinator for them to gain access to the Payroll reports.)

28 Step 8: Say Thank You Personally thank the donorsPersonally thank the donors Recognize key-workers and committee membersRecognize key-workers and committee members Send an message to:Send an message to: Publicize results Publicize results Thank co-workers for their support Thank co-workers for their support

29 Step 9: Evaluate and document Retain special event infoRetain special event info Keep samples of communicationsKeep samples of communications Make sure that all employees were asked to contributeMake sure that all employees were asked to contribute

30 Step 10: Communicate Year-Round Promote volunteerism and community participationPromote volunteerism and community participation Refer donors to website every chance you get!Refer donors to website every chance you get! Include CFC events in newslettersInclude CFC events in newsletters

31 CFC Websites Online brochure with search capabilities available at the tnregionalcfc.org site and cfcnexus.org site Online brochure with search capabilities available at the tnregionalcfc.org site and cfcnexus.org site

32 Good Luck! Thank You!


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