1. COMBINED FEDERAL CAMPAIGN 2015 Monterey Santa Cruz Counties

2. Combined Federal Campaign History Established by President John F. Kennedy in 1961 World’s largest fundraising campaign In 2014, our region raised $408,704 million for charities Nationwide, the CFC has raised more than $7 billion for charity over the past 53 years

3. Why We Have The CFC  Eliminates year-round solicitation in the workplace by charitable organizations.  Authorizes that donors use the convenience of payroll deduction for charitable contributions.  Lowers administration cost of the charitable agencies

4. How to Start  Get familiar with CFC Campaign Booklet and Pledge Forms  Talk with employees/staff/students - Offer information and materials, including website at: https://www.cfcmontereysantacruz.org - Their personal choice to contribute or not - Point out importance and effect of contributions - Payroll deduction best - provides predictable influx of cash

5. 2015 Goals  $420,965 –Campaign History: 2014 CFC raised $408,704 2013 CFC raised $445,824 2012 CFC raised $596,219 2011 CFC raised $595,847  100% contact— opportunity to participate in CFC is individually presented to each staff/student

6. 8 Tips for Being an Effective Keyworker 1)Reach out to EVERYONE! 2)Talk about the CFC in- person 3)Encourage payroll deduction 4)Understand online and paper pledge options 5)Make giving personal 6)Maintain campaign integrity 7)Keep the campaign visible 8)Give thanks

7. How to educate your peers about CFC It is essential that you talk about CFC with every one of your assigned co-workers – 100% ask Explain how easy it is to give Discuss how important it is for us to support our community and give through the CFC Share a personal story Remind your co-workers that you are there to answer any questions they may have

8. Important Tips Our Goal is 100% Ask Give your co-workers a chance to say YES! The best way to encourage giving is through conversation

9. Your Approach to Co-Workers DO: Learn about the campaign; make your own gift; understand campaign structures; connect with co-workers in person ENGAGE: Share your own personal story; explain how easy it is to give; cite relevant facts about the good work done through CFC FOLLOW-UP

10. Federal Regulations & Ethics Federal agencies cannot: Require 100% participation Allow managers to solicit their subordinates Pressure colleagues into giving Suggest donation amounts Develop a list of contributions or non-contributors Coerce fellow employees

11. How to Make Your Pledge Online Giving – EEX/MyPay Universal Giving Paper Pledge Forms

12. EEX

13. MyPay

14. Universal Giving(UG)   Permits donors to pledge to any approved local CFC charity not matter where the donor or the charity is geographically located.  Previously, only local charities specific to our campaign area were available to our donors. UG now makes all local agencies in all CFC regions everywhere accessible as well.  UG charities will only be listed in available on-line giving tools and are not included in the paper charity list.  To search please visit www.cfcmontereysantacruz.org or https://apps3.opm.gov/CFC/CharitySearch/Main.jspwww.cfcmontereysantacruz.org https://apps3.opm.gov/CFC/CharitySearch/Main.jsp

15. Paper Pledge Forms

16. Before You Turn In Pledge Forms  Check all pledge forms  All information is legible  Payroll slips are signed, dated and have SSNs (exception USPS)  Checks made out to CFC ”  “Annual Amount” is equal to “Total Gift”

17.  Pink Slips –Back to the donor  Yellow Slips –To Central Receipt Point or send directly to United Way Monterey County.  White Slips –Send to Payroll Office (for Payroll Donations Only) Pledge Forms

18.  Golden Eagle Donor –$1,200 or more –Original Print by Mr. Pete Dausen  Eagle Donor –$180 or more –CFC Mug Donor Recognition Items

19. Step It Up! 4 Steps to Success

20. Step 1: Involve  Meet with Agency Head to decide campaign dates  Ask your Agency Head to publicly support the campaign  Select a campaign committee to help you with the campaign.  Work together to set a goal for participation and dollars raised  Recruit a Leadership Campaign Chair

21. Step 2: Educate  Build Awareness  Promote and publicize CFC within your organization. - Organize a volunteer day/Agency Tour - Hold a Campaign Kickoff - Use your organization’s newsletter or email - Include flyers in payroll envelopes - Hang posters to announce the campaign - Incorporate themes, special events, and incentives - Schedule CFC presentations

22. Step 3: Ask  The number one reason people do not make charitable contributions is that they are not asked  Hold employee meetings and/or use one-on-one solicitation  Make sure everyone has been asked to participate  Encourage giving through payroll deduction  Conduct a Leadership Campaign  Personalize the Ask - Make it meaningful

23. Step 4: Thank  Thank each donor when they turn in their pledge forms.  Share the good news! Make sure everyone knows your organization’s total contributions and receives credit for a job well done!  Thank your committee and all those who helped with the campaign.  Use bulletin boards, newsletters and email for additional thank-you messages.  Thank Loyal Donors - giving for 10+ years

24. Best Practices 1. Involve 2. Educate 3. Ask 4. Thank

25. Best Practices  Start this week!  Give out booklet and slip with your contact info  Follow up with individual visits  Emphasize impact of even small contributions

26. Frequently Asked Questions

27. How can I be sure my contribution got to the agency I designated? Check the “Please release my name...” box on the pledge card and the agency should send you a thank you notice. OPM Regulations require a Financial Audit by a CPA firm for campaigns over one million dollars to ensure all financial transactions are completed and accurate. OPM Regulations require an annual Compliance Audit to ensure the campaign is conducted in accordance with Congressional guidelines.

28. Do I have to put my social security number on the CFC pledge form? Yes: if you are planning to use the payroll deduction section of the pledge form. USPS Employees can use their Employee Identification Number. No: if you are donating by cash or check.

29. Thank you!