CFC Campaign Coordinator Training

Mission Statement

 The mission of the Combined Federal Campaign is to support and promote philanthropy through a voluntary program that is employee-focused, cost-efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all.

WHAT IS THE CFC?The Story

• Prior to the 1950’s, on the job fundraising in the federal workplace was uncontrolled:

• No specific period of charitable solicitation; they were done throughout the year

• Quotas for agencies and individuals were freely established and supervisors applied pressure to employees

• Designations were not allowed

WHAT IS THE CFC?The Story cont.

• In 1961, President Kennedy gave formal authority to permit fundraising in the Federal workplace

• In 1964 the first “campaigns” called CFC were conducted in select federal locations

• On March 3, 1971 President Nixon announced that the CFC would be the uniform fundraising method for the Federal Service

• It continues to be the largest and most successful workplace philanthropic fundraising model in the world

Organization ChartOPM Office of

Personnel Management

LFCC Local Federation

Coordinating Committee

PCFO Principal Combined Fund

Organization

Campaign Coordinators

Keyworkers (or committee

members)

Sponsored Representative

s

LFCC- Local Federating Coordinating Committee2014 Local Federal Coordinating Committee

Board Member and Title Agency

CHAIR -Robert Crawford (Bob), Administrative Officer

TSA-Arkansas

Shannon Saucy , State Family Program Director Arkansas National Guard

Renee Fair, Meteorologist In Charge National Weather Service

E. Caroline Schaefer, Administrative Officer-Arkansas

IRS

Sandra Otto, Division Administrator Federal Highway Administration

Nique Carrington, Director US SBA– Commercial Loan Service

Jessica L. Lee, Attorney Advisor Housing & Urban Dev- FHA

William A. Cash, Jr. (Bill), Director Little Rock Area Office - EEOC

Eric McKisick, District Manager SSA - Sherwood

Ben Toman, Group Supervisor SSA -(ODAR)

Jackie Flowers, Chief, Internal Review and Audit

Pine Bluff Arsenal, JMPB-IA

Wanda Shull, Public Affairs Officer Veterans Health Care System of the Ozarks

Seritia Clark, Manager of Human Resources USPS - Arkansas

PCFO – Heart of Arkansas United Way

President – John Nazzaro

The Combined Federal Campaign (CFC) is the annual fund-raising drive conducted by Federal employees in their workplace each fall.

The CFC is exclusively for:Civilian Federal EmployeesMilitary PersonnelUnited States Postal Workers

What is the CFC?

What is the CFC?

• Only authorized solicitation

• One campaign - once a year

• One directory

• Nonprofits must meet standards

• Can give through payroll deduction, cash or check

• OPM provides regulations, oversight and guidance

Why the

CFC?

Eliminates year-round solicitation by charitable organizations of Federal employees in the Federal workplace.

CFC lists only agencies that are pre-screened for eligibility by your LFCC. The Office of Personnel Management also verifies that every agency is recognized by the IRS as a 501 (c)(3) nonprofit agency.

Offers a donor the convenience of using payroll deduction to make charitable contributions.

• Proposed changes• Campaign dates• Fee for nonprofits to be included

• Move to a regional concept and elimination of Local CFC

• Current Changes• Universal Giving• myPay

What’s New at the CFC?

• LFCC• Coordinators• Federal agencies

•Who, what, where, when, why

Highlights on facebook and website for this campaign

The MAGIC of Payroll Deduction

It’s: •Simple•Easy on the pocketbook•Effective

Your RoleInform co-workers about the CFC

Educate them about their options

Distribute materials (pledge card, charity listing book, posters etc.)

Pick-up donations (pledge cards, key worker envelopes)

Report results

Steps to a Successful Campaign

Number 1Secure support of

Senior Management• Obtain your agency

directors personal commitment and support

• Endorse the campaign at employee rallies/meetings

• Encourage contributions at the Eagle level, $1000 or more

Number 2Review and Evaluate• Analyze past

campaigns and endorse goal

• Meet with your Sponsored Representative & Key Workers

• Develop a campaign strategy and time table

Steps to a Successful Campaign

Number 3Form a Committee• Important for large

offices

• Select key people from various departments to help you

• Look for people who relate well to fellow employees, who already support the campaign, and who will participate enthusiastically

Number 4Train Committee and

Keyworkers• Ask your Sponsored

Representative for help

Steps to a Successful Campaign

Number 5Set Campaign Goal• Strive for 100%

contact (not participation)

• Establish a goal that provides motivation and a sense of accomplishment (challenge your office)

Number 6Publicize Your

Campaign• Posters, emails, agency

fairs, regular meetings

• Social Media

Steps to a Successful CampaignNumber 7

Utilize CFC Resources

For coordinators: • Sponsored Representatives and CFC staff

• Agency speakers &/or tours

For employees:• Campaign Supplies

• Charity listing • Pledge card• 2013 annual report

• Golden Eagle Report

Steps to a Successful Campaign

Utilize CFC Resources

Campaign Supplies:

• goal thermometers

• theme posters

• balloons

• keyworker report envelopes

• nonprofit brochures

Steps to a Successful Campaign

Number 8Employee Meetings• Most effective way

to reach employees

• Have an agency speaker (contact SR for speakers)

• Include your SR

Number 9Ask Everyone to Give• Most important part of

campaign – the ASK• Remember - you’re

asking for others, not yourself

• Personally contact each employee. Don’t leave pledge card in their mailbox or on their desk

Steps to a Successful Campaign

Number 10Report Results• Periodically report

results of campaign progress with e-mails and thermometers

• Let your co-workers know how they did

• Turn in pledge cards and reports to the CFC office

Number 11Wrap-up and Thank

You• Have an awards

ceremony or celebration

• Hot Wash - evaluate your campaign and make notes for the next coordinator

• Thank employees, committee member and volunteers for their participation

In the loop…

Share

information!

Recognition Awards

Individual Awards

Patriot Giver $120 - $249

Super giver $250 - $499

Hero Giver $500 - $999

Golden Eagle $1,000 and up

Agency Awards

Gold Award: $125 + per capita

Silver Award: $90 -124 per capita

Bronze Award: $60 - 90 per capita

Six Highest Average Campaigns (minimum of 30% participation)

Six Largest Campaigns

99999 ABC Charity (501) 555-1234 EIN #77-1234567 We provide food, clothing, shelter and job leads to homeless families. No person or family is turned away. 8.5% Q,L,X

5 digit code

Agency Name

Annual fund raising and administrative costs

EIN #Telephone

Number

25 word descripti

ve statemen

t

How to Read the Agency Listings

Taxonomy code

1. Personal information Clearly print your name (Last, First) and check the appropriate box (military or civilian). 2. Federal Organization. Name or abbreviation of the office you work for. Check the appropriate box. 3. Work information. Provide the name of your agency and a daytime phone number. It will be helpful to the CFC auditors in case there is a question about your pledge. 4. Social Security Number. Fill in your social security number to authorize payroll deduction. Your SSN will not be used by the CFC office. 5. Contribution amount. For military payroll giving (12pay periods) or civilian payroll giving (26 pay periods), enter the AMOUNT of your gift per pay period, then the TOTAL GIFT amount for the year 2015. 6. Cash or check giving. Please write in the amount of your gift. Make all checks payable to CFC or Combined Federal Campaign. 7. Designating your gift. Fill in the five-digit code number of the charity or charities you prefer. The NEW FIVE-digit code numbers are listed, with the agencies’ names and descriptions, in the 2014 Charity Listing. Under ANNUAL AMOUNT, indicate how much of your total annual gift you want to go to each agency (Note: You may also write “IIII” for distribution to all charities listed in the international section. Undesignated funds distribution will be made in the same proportion as every agency’s overall designated percentage.) 8. Choose to release your information. For your name to be released to designated charities, write in your name and provide the address you wish them to have. Without your authorization, the CFC office is prohibited from releasing your name to the organization(s) you support. Authorized names and address of donors will be forwarded to the recipient charities at the close of the campaign. 9. Sign and date the form. If you are giving through payroll deduction, this authorizes your payroll office to begin deductions in January 2015.

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Sample Pledge Card

Top 6 Common Errors

1. Illegible. If it is unreadable, the pledge may not be processed correctly.

2. Monthly gift is listed as the annual gift-when specifying your gift to each agency fill in the ANNUAL AMOUNT.

3. Designation to an invalid agency code. Pledges can be made to any CFC agencies approved by OPM office.

4. Pledge card is not signed. Payroll deduction cannot be authorized if the pledge card is not signed.

5. Social Security Number or Employee ID is not provided. Payroll deduction can not be authorized without the SSN/EID

6. Eagle Donor Authorization forms

for donations over $1,000

If permission is given, names and federal offices will appear in the 2013 Combined Federal Campaign Charity Listing and the United Way Pillars Book.

Whether the donor wants to be recognized or not, we request that the form be completed and sent to the CFC office.

P.O. Box 798

North Little Rock, AR 72115

Combined Federal Campaign of Greater Arkansas www.cfcgreaterarkansas.org

Phone: (501) 376-4567 Fax: (501) 376-7607

Your total contribution for 2014: $_______________________ NO, I do not wish to be publicly thanked as an Eagle giver.

Your name (please print): ______________________________________________________ YES, I would like to be publicly thanked as an Eagle giver.

Your name will not be listed unless this box is checked and the information below is completed. The listing

includes only your name and federal organization, no address. If you mark YES your name will be published in next year’s CFC Agency Resource Guide and in the United Way

Pillars Book. ________________________________________________ ________________________ Name as you want it listed Affiliation (business name) ________________________________________________ Signature

(for donations over $1000)

Whether you want to be recognized or not, please complete and return this form to your CFC Coordinator. Thank you.

Instruction for CFC Coordinator: Please ask ALL leadership donors (at the time of their pledge) to complete this form. Attach it to the pledge card & return to the CFC in the Keyworker Report Envelop. You may also fax it to: (501) 376-7607.

CFC PledgingCFC donations are distributed ONLY to the charitable agencies that were designated by a donor. If a donor “Does Not Designate”, (i.e., leaves the designation area of the pledge card blank) their gift will be shared among all agencies in the brochure.

Online Giving

•NEXUS•myPay•Employee Express

NEXUS – online giving• Administrative access• Password Creation• Coordinators Reporting Responsibilities

Coordinator(you)

•Reports to payroll•Reports to CFC

myPay – online giving• Used across three payroll systems:

• DCPS (Civilians)• DJMS (Army, Navy and Air Force)• MCTFS (Marines)

• DoD• Mil Pay• Civ Pay

• Others (subject to change)• Veterans Administration• Executive Office of the President• Department of Energy• Health and Human Services• Broadcasting Board of Governors

• Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form

myPay – online giving

Code

0072

Keyworker Turn In Procedures

Pledges received from donors should be turned in on a weekly basis to the designated campaign person (Campaign Coordinator, Sponsored Representative or PCFO Staff)

Keyworker Turn In Procedures

Distribution/Collection of Paper

Pledge Card

Verify the total pledge matches the amount

designated to the charity

Verify that the pledge cards are legible and filled out completely

and accurately

Ensure that cash and check contributions

match pledge forms and key worker envelope

Keyworker Turn In Procedures

Verify the use of five digit charity codes

Campaign Coordinators turn keyworker

envelope over to Sponsored Rep. or CFC Staff or contact them

for pick-up

Batching the pledge cards

Individual Awards

Patriot Giver $120 - $249

Supergiver $250 - $499

Hero Giver $500 - $999

Golden Eagle $1,000 and up

How Effective is our CFC…

In 2013 CFC of Greater Arkansas raised over

$920,605!In 2013 the total amount raised by CFC Campaigns

was over$209.7 million!

Goal for 2014-2015 campaign is: $1,000,000

$1 a week will provide…

4 nights of emergency shelter for a homeless

person

A set of special utensils and dinnerware for

children with cerebral palsy

Questions or comments?

Please tell us your best practices.

Thank you…from our heart to yours!

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www.cfcgreaterarkansas.org