CAMPAIGN KEY WORKER TRAINING ILLOWA Bi-State Combined Federal Campaign CAMPAIGN KEY WORKER TRAINING Hello, Introduce yourself as the organization chairperson and/or loaned executive as applicable: I am xxx, the 2016 organization chairperson (or loaned executive) 56 Years of Caring

Learning Objectives By the end of today’s session, you will learn: CFC overview, Campaign Goal and Campaign Theme Role of the Key Worker Giving options and regulations Pledge processing procedures Campaign tools and resources Read the chart

CFC Overview and Campaign Plan

2016 Campaign Dates: September 19 through December 31 What is CFC? CFC is the only authorized solicitation of the Federal employees in their workplaces on behalf of approved charitable organizations. The CFC began in the early 1960’s to coordinate with the fundraising efforts of various charitable organizations so that the Federal donor would only be solicited once in the workplace and have the opportunity to make charitable contributions through payroll deduction. Federal employees continue to make the CFC the largest and most successful workplace philanthropic fundraiser in the world. Illiowa Bi-State region raised $383,520 in 2015 for local, national and international charities Do you all know what CFC is? The information from this chart is on page 6 of the CFC charity brochure. It explains that the CFC is the only authorized solicitation of Federal employees in their workplaces on behalf of approved charitable organizations. It began in 1960s. We are part of the Illowa Bi-State Region and raised $383,520.00 last year. The Illowa Bi-State Region is listed on page 4 of the brochure and the Illinois and Iowa Maps are provided on the website. 2016 Campaign Dates: September 19 through December 31

Why Give? Your donation through CFC enables you to help build healthier communities. Just $1 a week buys…. 50 hours of activities for seniors at a Center 68 meals to low-income individuals 36 hot meals delivered to homebound elderly 12 elementary school students with trained volunteer tutors to help with reading and math 10 children with bilingual beginning –to-read books to build early literacy skills Three 30 minutes appointments for health assessment and counseling for individuals facing physical, developmental or mental health challenges. Why Give? Donating through CFC enables you to help build healthier communities. This chart gives some examples of what a $1.00 a week buys….. This information can be found on page 5 of the charity brochure ??????

2016 ILLOWA Bi-State CFC GOAL 2016 Campaign Goal 2016 ILLOWA Bi-State CFC GOAL “100 percent ASK!” $400,000.00 Our Campaign Goal is to contact 100 percent of the employee personnel.

2016 Campaign Theme Promotes the individual choice of donors to support personally relevant causes, while emphasizing the benefit of participation in a collective effort Highlights the generosity and strength of the Federal workforce This year’s campaign theme is Show Some Love.

Role of the Key Worker

2016 Key Worker Goals Ensure 100% ASK! with all employees Increase number of donors and amount of gifts Increase awareness about the impact of CFC on our community Engage employees in the campaign with new creative ideas Protect donor information and privacy Key worker goals Talk to everyone – ensure everyone is asked if they would like to donate, by doing this we hope to increase number of donors and amount of gifts We need to protect the donor information

Here’s How Make a personal commitment Contact your assigned co-workers Thank your donors Here’s how Pledge your own gift so you can learn the process and set an example to others Contact your assigned co-workers Distribute pledge forms in person Inspire the donor to give, share a personal experience if you have one Explain the process and show campaign information from the brochure or the website Check for accuracy of completed forms Thank your donors – distribute donor gifts

Making the Ask In a national study, 800 Federal employees were interviewed: 70% said they would donate to CFC Only 49% gave that year The Key Worker never made “the Ask” Employees are more likely to give if asked. This chart is showing they Key Worker never made “the ask”

Giving Options and Regulations

Give by payroll deduction, cash, or by check Ways to Give Give by payroll deduction, cash, or by check Payroll deduction via My PAY Federal employees who have My PAY are able to pledge through the My PAY Website. Payroll deduction – Pledge Form For recurring gifts, spread across 12 monthly installments for the military or 26 pay periods for civilian employees. Check or cash For one-time gifts Ways to Give You can give through payroll deduction for recurring gifts Or through cash or check for a one-time gift

Ways to Give Designated Undesignated Confidential gifts Use the 5-digit charity code Undesignated Distribution made in the same proportion as charities receiving designations Confidential gifts Place in a sealed envelope to Pledge Form Carrier Ways to Give Use the 5 digit charity code found in the brochure If you do not put a code in, your money will be distributed to all organizations listed in the CFC Charity List in the same proportion as they received designations. For example : If Gildas Club received 90% of donations and 10% was provided to Habitat for Humanity then this is how the undesignated funds would be distributed. If no one contributed to Gildas Club then 0% would go to Gildas Club. You can also give confidentially, this would be done by the donor enclosing copy #1 and #2 in a sealed envelope and the envelope would be provided to you (then the org chair and ultimately to the campaign coordinator (Rick Widdel) who would handle it from there

Personal Choice Select your charities of choice from CFC’s comprehensive list of more than 2,500 approved charitable organizations using: Catalog of Caring Printed catalog of charity list with sections for local, national and international organizations Not distributed to every employee; donors can request copy from Keyworker Online Charity Search Searchable online database Sort by name, keyword, location, administrative overhead rate, CFC code number or service category (e.g., health, disaster relief, education) Accessible 24/7 at www.illowacfc.org ALL-AROUND GIVING 2016 donation option that permits donors to pledge to a participating charity no matter where the donor is geographically located List of A-AG charities is ONLY located online (MY PAY & EEX) Enter the charity’s 5-digit code on your paper or online pledge. Each key worker will be provided a charity list/brochure, this information is also located on the Illowa Bi-State Website. We do not distribute a copy of the brochure to everyone, the donor just needs to know they can locate the information on-line or ask their key worker. Recommend doing some of your own searches on the website and become familiar with the searches

Regulatory Restrictions What we cannot do: Require 100% participation Allow managers to solicit subordinates Pressure colleagues to give a specific amount Develop a list of non-contributors or contributors Coerce fellow employees This chart explains our Regulatory Restrictions We cannot require anyone to participate We cannot Allow managers to solicit subordinates We cannot Pressure colleagues to give We cannot Develop a list of non-contributors We cannot Coerce fellow employees Reference: 5 CFR 950 Solicitation of Federal Civilian and Uniformed Service Personnel

ILLOWA Bi-State CFC Website Information, FAQs and news about CFC Online campaign resources available for customization and/or download Campaign video with inspirational stories from fellow Federal workers Training materials and videos Union Endorsement The Illiowa Bi-State Website has all the information that is in the brochure to include: CFC’s Fact Sheet The Charity List Pledge Form This years Videos as well as past year’s videos and Essays that were submitted from past years. The Union Endorsement memo www.illowacfc.org

Pledge Processing Procedures

2013 Sample Pledge Form This is a sample of a civilian payroll pledge form . Last Name, First Name, Middle Initial Mark whether you are military or civilian Federal Agency for you folks would be “Garrison-RIA” – NAF employees will need to use “NAF-RIA” SSN Work address, recommend: 1 Rock Island Arsenal, Ofc Symb, Rock Island, IL 61299 Your work telephone number The part is where your contributions will go whether you are giving through payroll or cash or check. You can give to multiple charities, we just need to ensure the form totals are accurate. We must sign and date the pledge form Leadership donor – see the back page of the brochure

2016 Sample Envelope The is a sample of the envelope the pledge forms and cash,/checks. If cash/checks are given, please attach cash/check to copy #2 of the pledge form with a paper clip (do not use a stapler) Copy #1 of the pledge form is the payroll copy and should be provided to whomever is designated for your organization. Pat would like them all to be provided to him and he will get them where they need to go Copy #2 goes back in the envelope, again if cash/checks are included please attach via paperclip Copy #3 goes to the donor

Campaign Tools and Resources

Key Worker Materials Instructions-Key Worker Training Pledge Form Key Worker Envelopes Marketing/Incentives Catalogs/Brochures Memorial Contribution Form (on website) Poster Read this chart

Catalog of Caring Printed version Online version Provide limited copies to key person Request donors to share with co-workers Online version Available as PDF and online searchable database at www.illowacfc.org

Donor Recognition Marketing/Incentives PENS PIZZA CUTTERS

QUESTIONS

CFC Points of Contact Local Federal Campaign Committee (LFCC) See page 2 of the brochure Loaned Executives Gary Heincy Ann Fennelly