Coastal Bend AreaCombined Federal Campaign

2013

Agenda

• What is the CFC?• 2012 Campaign Results• 2013 Key Focus – Employee Participation and

Using Top 10 Techniques• CFC Leaders Roles• Campaign Tools & Resources• Group Meetings • 3 P’s of a Campaign

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OPM

Undesignated Independent Organization

Federation AgencyDesignated

PCFOLFCC

Charity List

Federal Employees

What Does it all Mean?

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OPM Office of Personnel Management…oversees the program and writes the regulations

LFCC Local Federal Coordinating Committee…group of local federal officials responsible for CFC in their community

PCFO Principal Combined Fund Organization…local organization contractedto manage CFC In the community

Agency Not-for-profit organization that provides human health and welfare and other services

Federation Group of these voluntary not-for-profit agencies who have agreed to band together

IndependentOrganizations A not-for-profit agency that is on its own

Charity List Official list of charities available for designations in the local CFC

CFC Organization

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CFC Key Features

CHOICE – 2,549 CHARITABLE AGENCIES

122 LOCAL Agencies2,019 NATIONAL Agencies 408 INTERNATIONAL Agencies

CONVENIENCE – USE PAYROLL DEDUCTION (PRD)

Once-a-yearIn-the-workplaceLow Administrative Cost – 8.6% (Coastal Bend)

CONFIDENCE – EVERY AGENCY PRE-SCREENED FOR:

Fiscal Soundness - Program IntegrityManagement Expertise. No affiliation or link to terrorism

• CFC is a donor designation campaign… Donations are distributed ONLY to the charities the donor designates

• You select agencies that reflect your beliefs, values & concerns5

Coastal Bend Area – CFC2012 Results

• CFC in the Coastal Bend Area:

o Made up of 4 local Federations with over 100 agencies

o Raised $1,270,666 for charitable agencies

o Average Gift: $312.43 (CFC Ave $284)

o Participation Rate: 37.9% (CFC Ave 23.6%)

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7 2007 2008 2009 2010 2011 2012

35.0%36.2%

41.3%42.9% 41.8%

37.9%

Donor Participation

2007 2008 2009 2010 2011 2012

$897 $1,038 $1,101 $1,205 $1,310 $1,270

Dollars Raised(in thousands)

Dollars & Donors

Federal Employee Participation in CFC

Employees Not Participating6,664

Percent of Total 62.1%

Employees Participating4,067

Percent of Total 37.9%

2012 Total Number of Employees: 10,731

If 10% of non-participants gave the average gift of $312.43 = $208,078

If ea non-participant gave $5/month = $399,840

$5…..Starbucks…..burger….beer….redbox…

Eliminate: diabetes, homelessness, hunger, abuse, cancer…..

2013 CFC Key Objective

• Increase Participation

• 6,664 non-contributors in 2012

A goal of meaningful contact should increase participation #1 reason people don’t give … not asked An informed employee generally gives Over 2,600 CFC approved agencies … something for

everyone

• Sequestration decisions will definitely challenge this year’s campaign

• Positive vs defeatist attitude9

Steps for a Successful CFC Campaign

1. Visible Commander/Agency Leader Support2. Establish an enthusiastic CFC Committee (and use your Loaned Exec)

3. Communicate CFC Message and Campaign Plan with Leadership Team4. Develop a Plan with realistic Timetable and Goals

-What gets measured gets done!5. Promote/Publicize Your Campaign - Repetition is key to keeping it active6. Hold a Campaign Kickoff Event7. Ask all Employees for a Gift

- Group meeting, then personal visits w/ follow-ups8. Always remember to Say “Thank You”9. Debrief Committee - solicit recommendations for improvements10. Plan Mid-Year Engagement

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Coordinator & KeyWorker Responsibilities

• Plan and implement a campaign designed to achieve or exceed your organization’s goal

• Coordinate & Report campaign progress to Commander/Director and CFC office

• Oversee the administration of the CFC in your organization

• Identify and train Key Workers to carry out the campaign plan

• Work closely with Loaned Executive

• Verify accuracy and completeness of pledge cards prior to turn in

• YOU are the Key to a successful campaign!!11

The Group Presentation

The most efficient way to tell the CFC storySets the tone for the campaign

• EASIEST WAY TO:

o Contact people

o Deliver a brochure and pledge card

o Have Senior Executive express support

o Have agency speaker encourage participation

o Answer questions donors may have

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The Group Presentation

The Presentation (@20 minutes)

Coordinator or KeyWorker (Welcome Remarks) 2 min

Senior Executive (Remarks) 4 min

Agency Speaker (Thank You / Remarks / Story) 5 min

Loaned Executive (Remarks) 5 min

Coordinator (Why/How to Participate / Questions) 3 min

Coordinator (Concluding Remarks / Thank You) 1 min13

3 “P’s” to a Campaign

“The Nuts & Bolts of Giving”

• Planning

• Pledging

• Processing

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Planning

• Read the Campaigner Guide (the how-to source)

• If possible, contact 2012 KeyWorker (challenges & successes)

• Meet with your Commander/Senior Executive!

o Unique opportunity for 1 on 1 to discuss goals, strategy, as well as to ensure leadership involvement and support

• Determine unit campaign period (around operational schedule)

• Analyze unit campaign history (available from Loaned Executive)

• Develop a Plan (available in Campaigner Guide)

• Identify Key Workers (one for 30-50 employees) is ideal

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Planning

• Meet with your Loaned Executive (LE)

o Can help w/ best practice campaign ideas, assist with Key

Worker training, schedule agency speakers, etc..

o Secure campaign materials (check for correct quantity)

o Use posters (2 weeks prior / advertise campaign dates)

• Send e-mails, use newsletters, post events on shared calendars

• Schedule group presentations (Include Senior Executive and agency speakers)

• Consider a “Kick-off” event

• Consider “Fund-raising” events (at end of campaign)

2 of 2

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PledgingDonation Options

WAYS TO GIVEPAYROLL DEDUCTION CASH or CHECK

DIRECT TO KEY WORKER CONFIDENTIAL GIFT

DESIGNATE LOCAL

Services provided in the Corpus Area or throughout Texas

Select individual agencies or enter “11111” to give to all International agencies

Services provided throughout U.S.A.

UNDESIGNATE TO ALL AGENCIES

Shared among all agencies proportional to the amount they received in designations

HOW TO GIVE

NATIONAL

INTERNATIONAL

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Agency Listing

Charity Brochure

• Table of Contents• CFC Information• Alpha Index of Charities• Local Charities• National Charities• International Charities• Suggested giving guide

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Agency Listing

• Information in Charity Brochure • Charity Code (use current list – 5 digit codes• Charity Name• Phone number• Website address• EIN # (employer identification number) • 25 word description• Charity’s management/fundraising % • Taxonomy Code

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CFC FAQs

How did the charities get in there?

• Criteria in the federal register (regulations)• IRS determination of non-profit status (501c3)• Tax Form 990• Financial Audit (revenues greater than $100,000)

• All applications are screened by federal employees• OPM - Office of Personnel Management

• National and International charities• LOCAL Committee

• Local charities20

CFC FAQs

Why designate?

• Support charities of your choice• Undesignated goes to all charities that receive

designations• There are charities that you may not support in the

brochure• Probably best to designate your donation!

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CFC FAQs

Did my money go to the charity I designated?

• Data entries are verified• Database will not accept invalid codes• We will release your name to the charity unless authorized

by donor by checking options box• The CFC is audited annually

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A Few Things to Consider…

Payroll deduction• Easier to give• Allows donors to make a bigger difference• Starts January 2014 and continues through December

(1 Year and automatically stops)End of Service

Payroll deduction will automatically stop upon end of serviceReservists/Guardsmen

Giving is via cash or check (Depends on status)Contractors

They may participate via cash or check

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The Bottom Line…

DONOR CONFIDENCEIs The Foundation of CFC

INTEGRITYIs The Cornerstone

REMEMBER…

We are handling people’s money.We must not compromise Donor Trust.

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Plan for Results…Act for Success!

For Assistance Contact1) Your Loaned Executive, or 2) Shannon Chaves, CFC Director schaves@healthcharities.org (361) 765-8964

Campaign Tools/Resources

• Website (coastalbendareacfc.org)Campaigner Guide Charity GuideTraining Slides Campaign Video

• Campaign Materials Campaign Poster Thermometers

Charity Guide Pledge FormsKeyPerson’s Report Envelope

• LE/Coordinator/Key Worker Appreciation Certificates

• Unit Awards• Loaned Executive

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Campaign Materials

• Unit Awards

o Eagle – 101% and above of goal

o Gold – 75% - 100% of goal

o Silver – 50.0 % - 74.99% of goal

o Bronze – 38.0% - 49.99 % of goal

• Appreciation Certificates are available for Loaned Executives, Coordinators and Key Workers

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Donor Recognition Gifts

Military

Per Month Total Gift

• $20 $240 13 oz. Glass Mug

• $50 $600 16 oz. Double-wall Tumbler

• $84 $1,008 Eagle Statue

Civilian

Per Month Total Gift

• $20 $260 13 oz. Glass Mug

• $50 $650 16 oz. Double-wall Tumbler

• $84 $1,040 Eagle Statue29

Plan for Results…Act for Success!

For Assistance Contact1) Your Loaned Executive, or 2) Shannon Chaves, CFC Director schaves@healthcharities.org (361) 765-8964