2013 Combined Federal Campaign Training

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2013 Combined Federal Campaign Training. “One Reason to Give…. We All Have One”. Strategies for Running a Fun and Enthusiastic Campaign. Keys to a Successful Campaign. Be polite at all times Encourage Key Workers to make a one-on-one ask Share your personal stories - PowerPoint PPT Presentation

Transcript of 2013 Combined Federal Campaign Training

Division Coordinator Training

2013 Combined Federal Campaign TrainingOne Reason to Give. We All Have One1

Strategies for Running a Fun and Enthusiastic Campaign2Show appreciation for your key workers and your agency coordinators

How do you show appreciation- when someone is volunteering to do your work for youKeys to a Successful Campaign

Be polite at all times

Encourage Key Workers to make a one-on-one ask

Share your personal stories

Learn as much as you can about how the campaign works

Encourage payroll deductions

View objections as opportunities

Do not use coercion

Always say Thank YouBe polite at all times.Encourage Key Workers to make a one-on-one ask. Develop interest.Learn as much as you can about how the campaign works.Encourage payroll deductions. Remind people that deductions wont start until next year. Pledge now and pay later.View objections as opportunities.Do not use coercion.Always say thank you.3

Role of Division CoordinatorWork closely with the Agency Coordinators

Attend training and become familiar with how the campaign works

Build enthusiasm

Attend rallies and other CFC events

Recruit Agency Coordinators

Keep Agency Coordinators informed

Distribute campaign materials to Agency Coordinators

Audit key worker envelopes

Turn over pledge cards and key worker envelopes to a Loaned Executive

Attend training and become familiar with how the campaign works. Help train others.Build enthusiasm.Attend rallies and other CFC events.Recruit Agency Coordinators and work closely with them to plan, organize, and direct campaign efforts. Keep Agency Coordinators informed.Distribute campaign materials to Agency Coordinators (i.e.: Books, pledge cards, Key Worker envelopes, incentive items, posters, etc.).Audit key worker envelopes.Turn over pledge cards and key worker envelopes to a Loaned Executive.

4Role of Agency Coordinator5

Manage the campaign for employees who work for your agency, department, installation.Attend training and become familiar with how the campaign works Recruit and train Key Workers (Recommend one Keyworker for each 15-20 employees).Obtain campaign materials for agency locations.Organize rallies and other CFC eventsDistribute campaign materials to Key WorkersVerify each pledge card for completeness and accuracy, check that all copies of the pledge cards have been properly distributed.Secure money in a safe or locked cabinet until turned in to Division Coordinator or CFC staff.Collect and audit Report Envelope(s)Audit contributions in a timely mannerTurn in pledge cards and Report Envelope(s)Ensure that each donor receives a recognition item based on the level of giving.Attend training and become familiar with how the campaign works

Assist in training Key Workers

Explain CFC and answer questions

Organize rallies and other CFC events

Recruit Key Workers

Distribute campaign materials to Key Workers (i.e. books, pledge cards, report envelopes, incentive items, posters, etc.)

Collect and Report Envelopes. Turn in pledge cards and report envelopes to the Division Coordinator or Loaned Executive

5

Role of Key WorkerBecome Knowledgeable about the CFC process and be able to answer questionsEnsure that each employee has an opportunity to donateDisplay CFC posters, brochures, and flyersAssist employees when completing pledge cards Fill out report envelopes and maintain a copy Turn over pledge cards and other paperwork to Agency Coordinator Distribute incentive items to employees

6Knowledgeable of the CFC process and be able to answer questions.

Personally contact each employee and make the one-on-one presentation within the first two weeks of the campaign.

Display CFC posters, brochures, and flyers in their agencys

Assist employees when completing pledge cards by entering as much agency information as possible.6

Pledge Card (Audit Copy - White)Check that:All information is legible on all copiesCivilian/military box is checkedDonors contact information is providedDonors name is legibleContribution is listed in the appropriate box (Civilian or Military)Federal Agency and Office/Agency Code is completedPayroll Provider is selected, this is optionalContribution is listed in the appropriate box based on civilian/military Total gift amount is listedIf contribution is by check/cash, the amount and check number is listed Donor has selected charity codes that add up to the total gift amountSelect recognition item based on the gift amountFill out release information (Optional)

7Pledge Cards (Payroll Copy - Yellow)

Check that:Information is legible Is the card signed? Required for payroll deductionSS Number is provided, required for payroll deductionFor cash or checks, throw away this copy Agency Coordinators turn in payroll copies to appropriate payroll officeDid information come through?

For payroll deduction, is the card signed and dated?

For payroll deduction, is SS Number provided?

For cash or checks, throw away payroll copy

Agency Coordinators turn payroll copies into their payroll office. Please do not turn into the CFC Office8Pledge Cards (Contributors Copy - Pink)You should never see this copyBe sure that the contributor keeps this copy for their records

Pledge Cards (Drawing Copy - Green)Ensure that all information transfers from the first page

Make sure the drawing copy is separated at the perforated lines

Include this copy with the materials in the Report envelope

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Pledge Cards (Keyworker Incentive Receipt - Gold)Ensure that information from first page transferred through on each copy

Ensure that the appropriate incentive box is checked

Key Worker should maintain this copy and use as tracking until incentive items are received and distributed

If donor does not want a gift, ensure that they checked the correct box to decline the gift

In most cases, Division and Agency Coordinators should not see this copy. It should be kept by the Key Worker.

Did information from cover page come through?

Ensure that the appropriate incentive box is checked

Key Worker should maintain this copy and use as tracking until incentives are received and distributed

If donor does not want a gift, did he/she check the correct box to decline the gift?

11Pledge Cards - Overview

Items included with the Report Envelope:

Photo copy of report envelopeDrawing (green) copyAll cash and checksConfidential envelopes

The payroll office copy (pink) should be given to the Agency Coordinator

Did the key worker keep the last page (gold copy)?

Did the donor keep their copy?

Is at least one agency code listed? If not, money will be undesignated.

Do the individual gifts equal the total pledged?

Does the payroll deduction multiply correctly?

Is appropriate box for DONOR RECOGNITION checked?

Did the donor check a Name Release Authorization box? If the donor chooses to release their name or e-mail address, are the correct boxes completed.

12Overview

Is at least one agency code listed? If not, money will be undesignated.

Do the individual gifts equal the total pledged?

Does the payroll deduction multiply correctly?

Is appropriate box for DONOR RECOGNITION checked?

Did the donor check a Name Release Authorization box? If the donor chooses to release their name or e-mail address, are the correct boxes completed.

1314

Compiling Pledge Cards for Report Envelope(s)Report Envelope

Ensure that the date is entered in the upper right box of the envelope

Provide the Organization/Agency code

Ensure that the Agency Coordinator and Division Coordinator information is entered on the envelope15Preparing Pledge CardsSeparate CFC pledge cards by category (Cash, Check, Payroll)Provide calculator tape or excel spreadsheet listing donations in denominational order for each categoryThe amounts and totals must be reconciled16

Separate CFC pledge cards by category (Military Payroll, Military Cash, Civilian Payroll, and Civilian Cash) and in denominational order - Be sure to include a separate listing for each category

Provide calculator tape listing donations for each category and in denominational order in denominational order

The amounts and totals must be reconciled1617

Once calculations are completed, separate as follows (by category): Items included in the Report EnvelopePledge card Drawing Copy (green)Pledge card Audit Copy (white)All cash and checks Confidential envelopesThe pledge card, payroll office copy should be given to the agency coordinator, who will submit it to your payroll office.

Make sure checks are made payable to Combined Federal Campaign or CFCPreparation ContdIncentive ItemsThe incentive items must be totaled and entered in corresponding boxes

Write in the choices of each Eagle Leadership (Eagle leadership givers can select down)

The Envelope copy must be initialed by the Key Worker(s), Coordinator (s) and/or Loaned Executives

18

Incentive Items19

Eagle Leadership Givers - $2,000+Pewter or Bronze Eagle or Pack-N-Go Kooler BagHero Giver - $1,001 - $1,999Hive BackpackPacesetter Giver - $501 - $1,000Combo Hot/Cold TumblerPatriot Giver - $150 - $500Arm Band Media Device Holder with ZipperPioneer Giver - $45 - $149Phone Stand with Stylus Pen

Pledge Card Review/Submission20

Pledge card audit (white) copy

Pledge card raffle (green) copy

All cash and checks

Confidential envelopes