1. GREATER NEW ORLEANS CFC COORDINATOR 2015 TRAINING

2. Office of Personnel Management (OPM) Local Federal Coordinating Committee (LFCC) - Federal Executive Board (FEB) Principal Combined Fund Organization (PCFO) – United Way Loaned Executives Agency Campaign Coordinators Agency Key Workers Donors Charitable Organizations & Recipients THE ORGANIZATION

3.  Civilian  Marjorie Wheeler, IRS  Brenda Vincent, SPAWAR  Paul A. Trotter, Sr., USDA National Finance Center  Military & Civilian   Postal  Verilin Dampeer, USPS  Lottie Lands, USPS THE LOANED EXECUTIVES

4. LOANED EXECUTIVES  Detailed to CFC by their agency for the campaign period.  Serve as the focal point for the Greater New Orleans CFC.  POC for assigned agency coordinators. AGENCY COORDINATORS  Assigned by their agency.  Serve as the focal point for their individual agency campaign.  POC for their agency’s employees and key workers. CAMPAIGN ROLES

5.  CFC is the only authorized solicitation of Federal employees in the workplace.  Covers 23 parishes including Baton Rouge, New Orleans and the surrounding areas.  Runs from September 1st – December 15 th, 2015.  Agency campaign can run anytime between these dates.  Recommended campaign duration is 2-4 weeks.  The goal for the 2015 Greater New Orleans CFC is 1 million and 100% contact. THE CAMPAIGN

6.  Drawings for incentive donations will be held weekly from September 29th– November 24 th  Must attend a CFC presentation to enter  Drawings held each week  All entry forms are due by 2:00 pm each Friday  Employees whose donations are received by the deadline each week will be eligible  Winners will be announced every Monday, all coordinators will be notified of winners via email and your pictures will be placed on Facebook  Employees who donated will stay in the drawing from the time they donate until:  They are chosen for a weekly prize, OR  The drawing period ends, whichever is sooner  The earlier you enter the more chances you will have to win THE DRAWINGS

7.  The FEB Policy Committee has voted to eliminate incentives for the 2015 campaign in order to:  Increase the amount of dollars going directly to the charitable organizations.  Reduce costs associated with the campaign.  Prize Drawings will be held throughout the campaign.  All donors will receive a special CFC stylus pen  All participants attending a Kick-off are entitled to receive a lapel pin RECOGNITION

8. TIPS FOR SUCCESS Reach Out to Everyone Make sure all your assigned co-workers are included…don’t forget shift workers, telecommuters, and new employees. Talk About the CFC in Person Speaking face-to-face is the most effective way to inspire your co-workers to give. Encourage Payroll Deduction Payroll deduction produces higher levels of giving and has a greater impact on the charities people choose to support. Understand eGiving and Pledge Form Options Make sure you are familiar with all the ways to participate so you can offer help as needed. Make Giving Personal Charity facts and personal stories motivate co-workers to donate to causes that matter to them. Maintain Campaign Integrity Keep pledges secure and give the to your Loaned Executive as quickly as possible. Number your tally envelopes and ensure all are returned. Keep the Campaign Visible Use social media, emails, posters, brochures, internal newsletters and events to promote the campaign. Give Thanks Thank everyone for donating. Recognize the donors with a letter from leadership and a certificate from the organization.

9. THE ASK For many, the thought of asking their friends and colleagues to donate to the CFC makes hands go clammy and nervous hearts beat faster. It’s actually pretty easy to do. Here are some tips to make talking with your co-workers stress-free and effective. 1.Make you own donation Make your own gift first so you can ask people to join you in supporting our community. 2.Be prepared Remember that there are more than 2,700 non-profit organizations in the 2015 Charity Resource Listing, so it’s easy for every donor to find favorite charities. Something new, this year, the Office of Personnel Management has a Universal Giving List. This list can be found in CFC Nexus and OPM’s CFC Website. 3.Be proud It is an honor to represent the CFC. You are giving your co-workers the chance to make a significant difference in their community. How great is that? 4.Speak face-to-face Talk to your co-workers in person. Let them know that you support the CFC. Giving is easy and there are over 2,700 charities to choose from. You can pick the one that means the most to you. You can give a little each pay period through payroll deduction. Small weekly donations quickly add up to a significant impact or make a one-time donation. 5.Follow up with each of your co-workers. Ask if they have any questions or need a pledge form. 6.Say thank you and recognize employees who participated.

10. HOW TO ACCOMPLISH A SUCCESSFUL CAMPAIGN

11.  Analyze last year’s campaign.  Strategize how to increase your funds for this year.  100% contact.  Your communication plan.  Establish weekly contacts with your Loaned Executive.  Establish weekly contacts with your key workers, if applicable.  Establish how you will communicate with your agency leadership.  Establish how frequently and in what manner you will communicate with employees.  Determine how goals and progress will be publicized. STEP 1: PLAN

12.  Have a kick-off and invite all staff.  Invite your Loaned Executive to give a presentation on CFC.  Publicize your agency goals.  Break goals down to the division or department level.  Make use of bulletin boards, email, posters, internal newsletters  Update progress towards goals throughout your campaign  Celebrate successes in achieving goals  Keep good records of all donations and forms.  Ensure all tally envelopes are returned,  Number the envelopes as you pass them out to Keyworkers  Stay in close contact with your assigned Loaned Executive throughout your campaign. STEP 2: EXECUTE

13.  Submit weekly reports to your loaned executive as required.  Turn in all cash and checks on a weekly basis. Do NOT hold cash and checks until the end of the campaign.  Account for all pledge forms distributed.  Complete your end of campaign report on time. (Is there a particular date this report is due?)  Identify the HR/Payroll person who will receive payroll deduction pledges BEFORE the campaign begins.  Ensure your HR/Payroll department receives the payroll copy of all hard copy pledge forms and the electronic report for all online pledge forms.  All payroll deduction must be turned in to HR/Payroll whether they are electronic or not. STEP 3: REPORT

14.  Say thanks and recognize employees who participated.  Have a thank you celebration.  Send thank you letter from leadership.  Acknowledge donors with certificate.  Do a post-campaign communication to your agency with key information.  Total amount raised.  Average employee donation.  Comparison to previous year.  Take notes on what worked well and what didn’t for the next year. STEP 4: WRAP UP

15. ONLINE GIVING

16.  CFC’s online pledging for the 2015 campaign can be made through our webpage cfcgno.org.  Online pledging allows employees to:  Donate one-time or multiple times.  Donate using a credit card or payroll deductions.  Donate in a secured environment just like online banking.  Search the complete list of charities online by Name or Keywords. ONLINE GIVING

17.  Online pledging allows agency coordinators to:  Pull reports for HR/Payroll departments by pledge card or via Excel.  Increase accuracy rates on data entry for pledge cards.  Reduces paperwork and the opportunity for pledge cards to get lost.  View real time donation statistics at any time.  Online pledging is the preferred method for CFC donations. Hard copy pledge forms will be available from your Loaned Executive. ONLINE GIVING

18.  Online giving is available through your smart phone  Us your scanner app on the Quick Response Code (QRC) for the CFC for the Greater New Orleans Area  This QRC will take you to the Nexus online giving site  Sign in or create a new account  Search for your favorite charity  Enter your online pledge MOBILE GIVING

19. THE PAPERWORK

20. THE PLEDGE FORM

21. THE CAMPAIGN REPORT

22. THE KEYWORKER TALLY ENVELOPE

23. QUESTIONS ?