1. Marketing for the Combined Federal Campaign June 24, 2015
Potomac Combined Federal Campaign

2. Today’s Agenda
Information about the Combined Federal Campaign and the Potomac CFC
Information about Federal Employees in the Potomac CFC
Use of CFC Logo and Number
Agency Fairs – Do’s & Don’ts and Tips
Speaking Engagements – Do’s & Don’ts and Tips
Universal Giving
2016 Changes to the CFC
Questions???
Feedback/evaluation

3. Combined Federal Campaign
Only authorized solicitation of federal civilian employees and military service members in the workplace.
Administered and regulated by the Office of Personnel Management (OPM).
For more information:
Organizations must apply annually for participation in the CFC and you must be accepted to participate – There are no write-ins!
As an approved agency, you will be invited to Agency Fairs and Speaking Engagements through Constant Contact.
Follow the Potomac CFC Campaign highlights on our website at and Facebook.

4. Combined Federal Campaign
CFC is divided into geographic regions and is a separately run campaign.
Potomac CFC includes federal facilities (civilian and military) located in the counties of King George, Essex, King and Queen, Lancaster, Northumberland, Richmond, Westmoreland, Caroline, Stafford, Spotsylvania, Fauquier, Culpeper, Orange, Rappahannock and Madison and the City of Fredericksburg. Military installations include Quantico MCB, Dahlgren Naval Base, and AP Hill.

6. Local Management of Potomac CFC
Potomac CFC is managed by the Local Federal Coordinating Committee (LFCC).
LFCC is a group of federal military and civilian personnel from military bases/federal offices in the Potomac CFC.
LFCC is the decision-making group for the Potomac CFC.
The Principal Combined Fund Organization or PCFO is the fiscal agent for the Potomac CFC
Rappahannock United Way is the PCFO for the Potomac CFC
If you have any comments, suggestions or questions, please contact us!

7. Demographics of Potomac CFC
Military Installations and Other Federal Government Offices
Marine Corps Base Quantico – 12,423 employees
634 donors
Russell Knox Building – 1,699 employees
266 donors
Dahlgren – 5,564 employees
400 donors
Ft. A.P. Hill – 316 employees
19 donors
Federal Aviation Administration/United States Post Office/National Park Service/Office of Personnel Management/Social Security Administration/Department of Veterans Affairs – 623 employees
53 donors

8. CFC Code & Logo
Your 5-digit CFC Code is your most important marketing tool
Stays the same as long as your organization is eligible
CFC Code SHOULD be used on marketing and promotional materials, brochures, websites, newsletters, facebook pages
If you don’t have your 5-digit CFC code on your materials already (and can’t afford to print new ones)?
Use labels, print your CFC #, and affix to brochures
Have a rubber stamp made with CFC logo and 5-digit code
Apply to your letterhead, newsletters, special event flyers, etc…
Use of CFC Logo
For information on CFC Logo Usage, please go to and click on “CFC Logo Download”. Read User Agreement and follow instructions.
Be Aware of Brand Standards (also available on the website).

9. The Three C’s of the CFC Choice
Potomac CFC Brochure offers around 100 Local Charities
and over 400 National/International Charities
NEW – Online Universal Giving List (Offers 24,000 Charities)
Convenience
Payroll deduction – NOW through MyPay and EEX
Credit card pledging through CFC Nexus
Paper pledging
Credibility
All charities have been vetted by LFCC
Choice
Convenience
Credibility

10. Campaign Events Agency Fairs Speaking Engagements Agency HQ’s
Conference Rooms
Smaller agencies
Leadership Groups
Staff Meetings
Speaking Engagements
Key Worker Training
During PT
Military Training Schools
Kick-offs/Agency Fairs

11. Do’s and Don’ts of Agency Fairs
DO Respond to Kick-off and Agency Fair invitations immediately.
Security Issues
Space Issues
Space at Agency Fairs is on a first come first serve basis.
Please only pick your first choice, if it is full, choose an alternative.
We will send you all details after you register.
DO BE ON TIME!
Please arrive/leave at listed arrival/departure time!
Know where you are going
Know your audience
Leave time for Security Issues
Do Bring a Display that is ENGAGING to Donors!
You will be sharing a table so make your display compact and easy to put up and down
Don’t come early or leave early
Bring a dolly/cart
Donors love give-aways – bags, candy, pens, sticky notes, stress balls, etc…

12. Marketing at Agency Fairs
Type of Displays
The more interactive the better
Use pictures
Bring an organized, easy to see display that fits on ½ of a 6-8 foot table
Bring hand-outs that are concise and interesting
Bring business cards
Give Away Items
Bring catchy brochures
Bring plenty (will let you know potential attendance in invitation).
If no CFC number, use labels with your CFC number
Find something original – bags, candy, pens, stress balls, anything with American flags, coasters
Be Creative!
Interactive information
If you are an animal charity, bring animals!
Pictures/stories/music

13. Tips for Agency Fairs What to Wear
Some federal offices have a formal, business attire dress code
Some have more business casual attire – Find out what is acceptable
Check the event information we send you, it should include instructions about dress
Who to Send
Send trained staff, not just seat fillers!
Train your staff and volunteers on your agency’s mission, vision and goals
Encourage your staff/volunteers to share your agency’s success stories
Not just for agency fairs but for interaction outside of the CFC events
Only CFC approved charities/staff should attend
Cannot “piggy-back” other charities on to CFC at Agency Fairs (unless a federation)

14. 2012 Agency Fair at MCB-Quantico

15. Speaking Engagements – Do’s and Don’ts
DO Dress Appropriately
Check with your CFC Campaign Manager
DO Arrive on Time
Leave enough time to get through security
DO Prepare
Send a speaker who knows about your agency inside and out!
Know where you are going
Know your audience
Speak for the allotted amount of time; May be more than 1 speaker
Provide limited statistics
Be familiar with the CFC – the 3 C’s
DON’T Go Over Your Time Limit
Stick to the allotted time – Don’t ramble/be repetitive

16. Tips for Speaking Engagements
Tell an engaging story
Agency Success Stories – speaker with a personal story
Demonstrate Outcomes
Relate to the audience
Allow time for questions and answers
Provide concise answers
Know your stats! – What do they mean and what do they represent?
Be ready to go at a moments notice
Sometimes we get last minute requests…..be ready!
Be sure that the speaker knows about your agency

17. The Elevator (or Agency Fair) Speech
Who are you?
What is my Agency’s Mission?
Be specific and detailed
Why are you passionate about your Agency?
Describe your programs and services in your own words
How does the CFC help your agency?
Be Enthusiastic!

18. Speech Outline* - Where do I start?
Philanthropy in General
35% - About giving and your agency
Your Charity
35% - Success Story from your agency
Show enthusiasm and passion
25% - CFC information & how CFC helps agencies in general
Make it personal
5% - Make the Ask and Thank Donors
*Courtesy of Heartland CFC

19. Writing a Speech* Determine speech’s objective
Tailor speech to your audience
Beginning – lay the groundwork
Middle – the meat of the story
Ending – give a summary
Make the ASK - #1 reason people don’t give?
THANK attendees
Allow time for questions
*Courtesy of Heartland CFC

20. Mix of mid-level and entry level employees
Give it a Try!*
Keyworker Training
people in attendance
Mix of mid-level and entry level employees
Many have attended this training previously
5 minutes allotted time
What do you say?
*Courtesy of Heartland CFC

21. 2015 Campaign Calendar
August Key Worker Training Material Distribution September Campaign Solicitation Period Begins September MCB Quantico Dodgeball Tournament Kick-off and Agency Fair September Russell Knox Building Kick-off and Agency Fair September Dahlgren Kick-off and Agency Fair September FAA Kick-off and Agency Fair October AP Hill Kick-off and Agency Fair October Campaign Solicitation November Campaign Solicitation December Campaign Solicitation Period Ends

22. 2016 CFC Changes
The 2016 Combined Federal Campaign will have the following changes:
The Potomac CFC and the N. Shenandoah Valley CFC will join with the National Capital Area CFC to be one campaign.
OPM has contracted for a Central Campaign Administrator (CCA) starting with the 2016 campaign.
The CCA will handle charity applications and payments to charities.
There maybe up to five different CCAs based on the federal payroll offices. Final decision has not been announced yet by OPM.
All CFC applications will be submitted electronically to one CCA. There will be a non-refundable application fee and a listing fee if you are approved. These fees will be paid up front. There could also be a disbursing fee. Fee schedules have not been established yet. OPM is hoping to have this information available in the August timeframe.

23. 2016 CFC Changes (Cont’d)
One deadline for all CFC applications. Probably be in January timeframe.
CCA will coordinate with organizations on applications submitted.
There will be no completeness review done on applications.
Charity training will be done through online videos.
For organizations with revenue over $100,000 but less than $250,00 a financial review will be required instead of a financial audit.
The 25 word statement will change to 25 character statement.
Full application will only be required every 3 years for returning charities. These charities will only have to recertify and submit IRS Form 990 each of the next two years.
Approvals will be sent via from CCA to organizations.
Denials will be sent via instead of certified mail from CCA.
All appeals will be handled by OPM. No local appeals.

24. 2016 CFC Changes (Cont’d)
CCA will send out designation and donor reports to organizations.
There will be no undesignated pledges starting with the campaign.
Universal Giving will continue in future campaign years.
The LFCC can hire a Outreach Coordinator to handle the marketing materials and events for each CFC campaign or they can handle this themselves.
OPM will be providing more information as the year goes along.
Charities will receive information on CFC changes as they become available. This will be done using the address on your CFC applications.
Please let the Potomac CFC know if your address or agency contact information changes.

25. Questions/comments?

26. Feedback and evaluation
We want to hear from you and get you suggestions and ideas!
Call us if you have questions or ideas on how to make the training better.
Complete the evaluation.
The evaluation will be ed to you.
Just click on the link and complete the evaluation.
Thank you for attending!

27. Contact Information
Sharon Patrick, CFC Campaign Manager Ext Shannon Park Drive Fredericksburg, VA
Potomac Combined Federal Campaign (CFC)