1. Coastal Bend Area Combined Federal Campaign 2013

2. Agenda What is the CFC? 2012 Campaign Results 2013 Key Focus – Employee Participation and Using Top 10 Techniques CFC Leaders Roles Campaign Tools & Resources Group Meetings 3 P’s of a Campaign 2

3. OPM Designated PCFO LFCC What Does it all Mean? 3

4. OPM Office of Personnel Management…oversees the program and writes the regulations LFCC Local Federal Coordinating Committee…group of local federal officials responsible for CFC in their community PCFO Principal Combined Fund Organization…local organization contracted to manage CFC In the community Agency Not-for-profit organization that provides human health and welfare and other services Federation Group of these voluntary not-for-profit agencies who have agreed to band together Independent Organizations A not-for-profit agency that is on its own Charity List Official list of charities available for designations in the local CFC CFC Organization 4

5. CFC Key Features CHOICE CHOICE – 2,549 CHARITABLE AGENCIES 122 LOCAL Agencies 2,019 NATIONAL Agencies 408 INTERNATIONAL Agencies CONVENIENCE CONVENIENCE – USE PAYROLL DEDUCTION (PRD) Once-a-year In-the-workplace Low Administrative Cost – 8.6% (Coastal Bend) CONFIDENCE CONFIDENCE – EVERY AGENCY PRE-SCREENED FOR: Fiscal Soundness - Program Integrity Management Expertise. No affiliation or link to terrorism CFC is a donor designation campaign… Donations are distributed ONLY to the charities the donor designates You select agencies that reflect your beliefs, values & concerns 5

6. Coastal Bend Area – CFC 2012 Results CFC in the Coastal Bend Area: o Made up of 4 local Federations with over 100 agencies o Raised $1,270,666 for charitable agencies o Average Gift: $312.43 (CFC Ave $284) o Participation Rate: 37.9% (CFC Ave 23.6%) 6

7. 7 Dollars & Donors

8. Federal Employee Participation in CFC Employees Not Participating 6,664 Percent of Total 62.1% Employees Participating 4,067 Percent of Total 37.9% 2012 Total Number of Employees: 10,731 If 10% of non-participants gave the average gift of $312.43 = $208,078 If ea non-participant gave $5/month = $399,840 $5…..Starbucks…..burger….beer….redbox… Eliminate: diabetes, homelessness, hunger, abuse, cancer…..

9. 2013 CFC Key Objective Increase Participation 6,664 non-contributors in 2012 A goal of meaningful contact should increase participation  #1 reason people don’t give … not asked  An informed employee generally gives  Over 2,600 CFC approved agencies … something for everyone Sequestration decisions will definitely challenge this year’s campaign Positive vs defeatist attitude 9

10. Steps for a Successful CFC Campaign 1.Visible Commander/Agency Leader Support 2.Establish an enthusiastic CFC Committee (and use your Loaned Exec) 3.Communicate CFC Message and Campaign Plan with Leadership Team 4.Develop a Plan with realistic Timetable and Goals -What gets measured gets done! 5.Promote/Publicize Your Campaign - Repetition is key to keeping it active 6.Hold a Campaign Kickoff Event 7.Ask all Employees for a Gift - Group meeting, then personal visits w/ follow-ups 8.Always remember to Say “Thank You” 9.Debrief Committee - solicit recommendations for improvements 10.Plan Mid-Year Engagement 10

11. Coordinator & KeyWorker Responsibilities Plan and implement a campaign designed to achieve or exceed your organization’s goal Coordinate & Report campaign progress to Commander/Director and CFC office Oversee the administration of the CFC in your organization Identify and train Key Workers to carry out the campaign plan Work closely with Loaned Executive Verify accuracy and completeness of pledge cards prior to turn in YOU are the Key to a successful campaign!! 11

12. The Group Presentation The most efficient way to tell the CFC story Sets the tone for the campaign EASIEST WAY TO: o Contact people o Deliver a brochure and pledge card o Have Senior Executive express support o Have agency speaker encourage participation o Answer questions donors may have 12

13. The Group Presentation The Presentation (@20 minutes) Coordinator or KeyWorker (Welcome Remarks)2 min Senior Executive (Remarks)4 min Agency Speaker (Thank You / Remarks / Story) 5 min Loaned Executive (Remarks)5 min Coordinator (Why/How to Participate / Questions)3 min Coordinator (Concluding Remarks / Thank You)1 mi n 13

14. 3 “P’s” to a Campaign “The Nuts & Bolts of Giving” Planning Pledging Processing 14

15. Planning Read the Campaigner Guide (the how-to source) If possible, contact 2012 KeyWorker (challenges & successes) Meet with your Commander/Senior Executive! o Unique opportunity for 1 on 1 to discuss goals, strategy, as well as to ensure leadership involvement and support Determine unit campaign period (around operational schedule) Analyze unit campaign history (available from Loaned Executive) Develop a Plan (available in Campaigner Guide) Identify Key Workers (one for 30-50 employees) is ideal 1 of 2 15

16. Planning Meet with your Loaned Executive (LE) o Can help w/ best practice campaign ideas, assist with Key Worker training, schedule agency speakers, etc.. o Secure campaign materials (check for correct quantity) o Use posters (2 weeks prior / advertise campaign dates) Send e-mails, use newsletters, post events on shared calendars Schedule group presentations (Include Senior Executive and agency speakers) Consider a “Kick-off” event Consider “Fund-raising” events (at end of campaign) 2 of 2 16

17. Pledging Donation Options WAYS TO GIVE PAYROLL DEDUCTIONCASH or CHECK DIRECT TO KEY WORKER CONFIDENTIAL GIFT DESIGNATE LOCAL Services provided in the Corpus Area or throughout Texas Select individual agencies or enter “11111” to give to all International agencies Services provided throughout U.S.A. UNDESIGNATE ALL TO ALL AGENCIES Shared among all agencies proportional to the amount they received in designations HOW TO GIVE NATIONAL INTERNATIONAL 17

18. Agency Listing Charity Brochure Table of Contents CFC Information Alpha Index of Charities Local Charities National Charities International Charities Suggested giving guide 18

19. Agency Listing Information in Charity Brochure Charity Code (use current list – 5 digit codes Charity Name Phone number Website address EIN # (employer identification number) 25 word description Charity’s management/fundraising % Taxonomy Code 19

20. CFC FAQs How did the charities get in there? Criteria in the federal register (regulations) IRS determination of non-profit status (501c3) Tax Form 990 Financial Audit (revenues greater than $100,000) All applications are screened by federal employees OPM - Office of Personnel Management National and International charities LOCAL Committee Local charities 20

21. CFC FAQs Why designate? Support charities of your choice Undesignated goes to all charities that receive designations There are charities that you may not support in the brochure Probably best to designate your donation! 21

22. CFC FAQs Did my money go to the charity I designated? Data entries are verified Database will not accept invalid codes We will release your name to the charity unless authorized by donor by checking options box The CFC is audited annually 22

23. A Few Things to Consider… Payroll deduction Easier to give Allows donors to make a bigger difference Starts January 2014 and continues through December (1 Year and automatically stops) End of Service Payroll deduction will automatically stop upon end of service Reservists/Guardsmen Giving is via cash or check (Depends on status) Contractors They may participate via cash or check 23

24. The Bottom Line… DONOR CONFIDENCE Is The Foundation of CFCINTEGRITY Is The Cornerstone REMEMBER… We are handling people’s money. We must not compromise Donor Trust. 24

25. Plan for Results… Act for Success! For Assistance Contact 1) Your Loaned Executive, or 2) Shannon Chaves, CFC Director schaves@healthcharities.org (361) 765-8964schaves@healthcharities.org

27. Campaign Tools/Resources Website (coastalbendareacfc.org) Campaigner Guide Charity Guide Training Slides Campaign Video Campaign Materials Campaign PosterThermometers Charity GuidePledge Forms KeyPerson’s Report Envelope LE/Coordinator/Key Worker Appreciation Certificates Unit Awards Loaned Executive 27

28. Campaign Materials Unit Awards o Eagle o Eagle – 101% and above of goal o Gold o Gold – 75% - 100% of goal o Silver o Silver – 50.0 % - 74.99% of goal o Bronze o Bronze – 38.0% - 49.99 % of goal Appreciation Certificates are available for Loaned Executives, Coordinators and Key Workers 28

29. Donor Recognition Gifts Military Per Month Total Gift $20$24013 oz. Glass Mug $50$60016 oz. Double-wall Tumbler $84$1,008Eagle Statue Civilian Per Month Total Gift $20$26013 oz. Glass Mug $50$65016 oz. Double-wall Tumbler $84$1,040Eagle Statue 29

30. Plan for Results… Act for Success! For Assistance Contact 1) Your Loaned Executive, or 2) Shannon Chaves, CFC Director schaves@healthcharities.org (361) 765-8964schaves@healthcharities.org