1. 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

2. 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

3. CFC Overview and Campaign Plan

4. 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, 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

5. 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 ??????

6. 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.

7. 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.

8. Role of the Key Worker

9. 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

10. 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

11. 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”

12. Giving Options and Regulations

13. 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

14. 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

15. 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
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

16. 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

17. 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

18. Pledge Processing Procedures

19. 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
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

20. 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

21. Campaign Tools and Resources

22. 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

23. 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

24. Donor Recognition
Marketing/Incentives
PENS
PIZZA CUTTERS

25. QUESTIONS

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