1. 2014 Campaign Coordinator Workshop
Heartland CFC

2. Workshop Objectives Campaign Basics
Discuss Special Events & FUNdraising Ideas
Cover CFC E-Technology
Learn Reporting & Forms
Discover Online Resources
Discuss 2014 Changes

3. MISSION STATEMENT
The mission of the Combined Federal Campaign (CFC) is to support and to promote philanthropy through a program that is employee-focused, cost efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all.

4. Purpose of the CFC
Offering a single guide, called the Charity Listing, and payroll deduction, the CFC brought the diversity of fundraising efforts under one efficient and fair umbrella. One campaign….Once a year.

5. QUICK FACTS ABOUT THE CFC
Only government-authorized means of solicitation to employees in the federal workplace - on behalf of charitable organizations
Most inclusive workplace giving campaign in the world
Currently over 100 campaigns nationwide & overseas
Over 24,000 nonprofit organizations worldwide
In 2013, nearly 800,000 federal, military and postal employees contributed $209.7 million
2014 is 54TH anniversary of CFC!
More than $7 billion has been contributed since 1964

6. Choice Convenience Charities
The three cs
Choice
Convenience
Charities

7. Choice The Combined Federal Campaign belongs to YOU
It is designed as a partnership between the employee, the Federal Government and the charitable organizations
It operates completely through direct donor choice

8. Types of charities Local Independent Organizations
National/International Organizations
Local
Federations (has member charities)

9. Convenience Multiple convenient ways to give:
One-time gifts (check/cash)
Payroll deduction (most popular)
Online giving (payroll deduction)
Employee Express, myPay and CFC Nexus
Special Events/Fundraisers

10. credibility All CFC-approved charities must meet specific criteria:
501c3, non-profit
Audited
Run by a Board of Directors
And other considerations
Federal employees review all charities listed in the catalog
The CFC has a proven track record of efficiency and accuracy with charity reviews

11. HEARTLAND CFC AREA

12. Local Federal Coordinating Committee (LFCC)
CFC ORGANIZATION
Loaned Executive
Campaign Coordinator
Canvasser
Division Chair
Local Federal Coordinating Committee (LFCC)
Co-Chair
(Management)
(Labor)

13. The Heartland CFC is proud of its low fundraising cost
Update percentage….2012
Local United Way
CFC (Nat’l Average)
Heartland CFC
Average Non-profit
Overhead acceptable by Better Business Bureau (2012)

14. MAJOR 2014 CAMPAIGN STRATEGIES
EMPATHIZE with your fellow employees during difficult times
Attain 100% ASK rate for all agency employees
CELEBRATE the Federal government’s charitable spirit by planning a campaign event with Agency Head support, especially charity speakers/displays
Engage and educate younger employees (become donors)
Host a CFC LUNCH & LEARN for your employees

15. Reasons for Turnover Financial Limitation Laid off/unemployed
Medical expenses
Workplace Change
Changed jobs/retired
Workplace campaign was discontinued
Communications Gap
No one asked me
I did not get any information
Proactive or Competitive
Chose other charities
Overhead is too high
Strong communications can have a real and powerful impact on churn.
17% of our lost donors defected because it simply became less convenient to give – 54% because we did not ask them.
United Way Research – 2007 Public Poll and ACI Study

16. MAKE THE MOST OF YOUR DONATION Your Donation Has Impact:
Heartland Combined Federal Campaign
2013 Fundraising/Administrative Cost %
Undesignated dollars raised in $200,404
Your Donation Has Impact:
Example for 2013
Your amount pledge through CFC $200.00
Undesignated Dollars for your charity (10.45%)
Cost of Administration & Fundraising (7.15%) $ 14.30
Your total designated gift to your charty $206.60
Update stats…

17. COORDINATORS: GENERAL RESPONSIBILITIES
Plan special events & fundraisers within agency, including scheduling charity fairs & speakers
Turn in all pledge cards, cash/checks, special events donations, etc.
Maintain record of donations/pledges within agency (verify accuracy with LE)
Distribute donation gifts to employees
Thank all employees & volunteers
Distribute info/updates to employees (as provided by agency head, LE or CFC staff, as needed)
Refer to Page 8 of Coordinator’s Guide book

18. Coordinators / canvassers
Both
~ Develop campaign objectives
~ Plan and implement campaign events
~ Disperse pledge cards
Campaign Coordinators
~ Check paper pledge forms for accuracy
~ Fill out the campaign report envelopes/turn in donations
~ Submit reports and donations/pledges to your Loaned Executive
Campaign Canvassers
~ Collect pledge cards
~ Discuss donating with all employees

19. TRAINING Canvassers
Materials are available online for you to train your Canvassers (Click on “Coordinators & Canvassers” tab and select CFC Canvassers link)
Your Loaned Executive is also available to assist you and can also provide you with a copy of the training presentation

20. CC GUIDE BOOK Overview
Let’s look through your Guide Book…

21. Charity Listing Catalog 2014 Pledge Cards Coordinator Report Forms
CAMPAIGN MATERIALS
Charity Listing Catalog
2014 Pledge Cards
Coordinator Report Forms
Report Envelopes
Various Promotional Items
and more…
1 catalog per 4 employees
No more than 100 pledge cards per envelope

22. 2014 Charity LISTING

23. 2014 Charity LISTING
Every 2014 Heartland-approved charity is listed in this Charity Catalog with the following information:

24. National Taxonomy of Exempt Entities (NTEE) Classification System
A Arts, Culture, and Humanities
B Education
C Environment
D Animal Related
E Health Care
F Mental Health & Crisis Intervention
G Voluntary Health Associations & Medical Disciplines
H Medical Research
I Crime & Legal Related
J Employment
K Food, Agriculture & Nutrition
L Housing & Shelter
M Public Safety, Disaster Preparedness & Relief
N Recreation & Sports
O Youth Development
P Human Services
Q International, Foreign Affairs & National Security
R Civil Rights, Social Action & Advocacy
S Community Improvement & Capacity Building
T Philanthropy, Voluntarism & Grantmaking Foundations
U Science & Technology
V Social Science
W Public & Societal Benefit
X Religion-Related
Y Mutual & Membership Benefit
Z Unknown

25. 2014 PLEDGE CARD

26. 1 4 2 3
LEILA – Pledge card (cont’d) 5 6 7

27. Report form goes inside the envelope
Report form goes inside the envelope. CC may keep the last page / LE may keep the middle page / CFC keeps top page

28. Report Envelope

30. Please do not contact charities before completing form
forms to:

31. ONLINE RESOURCES www.heartlandcfc.org
Speeches, Meetings and Rallies
Online Catalog and Charity Search Engine
Online Pledging Access
Calendar of Events & Announcements
Campaign Progress
Posters
Downloadable Pledge Form (PDF format)
And so much more…
Campaign Planning Documents:
FUNdraising & Events Planning Form
FUNdraising Event Ideas (detailed)
Checklist
Sample Forms & Instructions
Campaign Report Form
Incentive Request Form (Community Supporter)
Speakers’ Bureau Request Form
Pledge Card
Online Donation Instructions
Sample & Template documents:
Thank-You certificates
Sample letters, s & newsletters
Solicitation & Thank You Letters (to companies)

32. The Eagles have returned!
2014 INCENTIVE LEVELS
The Eagles have returned!
EAGLE DONORS Donations of $1,000+
COMMUNITY INVESTORS
Donations of $

33. (Achieving Campaign Excellence)
ACE Awards
(Achieving Campaign Excellence)
Bronze Level
50% Participation $80 per capita
Silver Level
66% Participation $100 per capita
Gold Level
80% Participation $120 per capita
Agencies achieving these levels will receive a framed certificate at the Awards Ceremony in January.

34. Caring for Community Award Highest Percentage Growth
OTHER AWARDS
Caring for Community Award
Highest Percentage Growth
Highest Dollar Growth
Highest Average Gift
For each agency size, based on number of employees:
Less than 10, 10-49, , 500+
OPM CFC Hero Award (individuals)

35. John f. Kennedy award For each agency size category:
2013 Recipients: USDA - Beacon Complex, DOL - Employee Benefits Security Administration (EBSA), DOT - Federal Transit Administration, HHS - Federal Occupational Health (FOH)
For each agency size category:
Less than 10 employees, 10-49, , 500+

36. NEW IN 2014 COMMUNITY SERVICE VOLUNTEER RECOGNITION

37. KEY Campaign Dates
Loaned Executives’ Duties Begin August 25 Campaign Coordinator Workshops August 19 September 2 & 9 September 10 Campaign planning & Training August/September CFC Leadership Summit September 24 HEARTLAND CFC KICKOFF October 1 Campaign Events for your Agency (Set your dates) Loaned Executives available Sept-Dec. 5 HEARTLAND CFC ENDS November 21 Loaned Executives’ Final Day December 5 CFC Awards Ceremony January 14, 2015 (tentative)

38. ONLINE PLEDGES & REPORTING PRESENTATION

39. QUESTIONS?

40. THANK YOU!!!
THANK YOU!!!
THANK YOU!!!
THANK YOU!!!
THANK YOU!!!