Marketing for the Combined Federal Campaign June 24, 2015 Potomac Combined Federal Campaign www.potomaccfc.org

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

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: www.opm.gov/cfc. 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 www.potomaccfc.org and Facebook.

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.

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!

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

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 www.opm.gov/cfc and click on “CFC Logo Download”. Read User Agreement and follow instructions. Be Aware of Brand Standards (also available on the website).

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

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

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…

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

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)

2012 Agency Fair at MCB-Quantico

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

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

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!

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

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

Mix of mid-level and entry level employees Give it a Try!* Keyworker Training 25 - 50 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

2015 Campaign Calendar August Key Worker Training Material Distribution September 1 2015 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 15 2015 Campaign Solicitation Period Ends

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.

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 e-mail from CCA to organizations. Denials will be sent via e-mail instead of certified mail from CCA. All appeals will be handled by OPM. No local appeals.

2016 CFC Changes (Cont’d) CCA will send out designation and donor reports to organizations. There will be no undesignated pledges starting with the 2016 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 e-mail address on your CFC applications. Please let the Potomac CFC know if your e-mail address or agency contact information changes.

Questions/comments?

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 emailed to you. Just click on the link and complete the evaluation. Thank you for attending!

Contact Information Sharon Patrick, CFC Campaign Manager spatrick@rappahannockunitedway.org 540-373-3310 Ext. 318 3310 Shannon Park Drive Fredericksburg, VA 22408 www.potomaccfc.org Potomac Combined Federal Campaign (CFC)