Combined Federal Campaign 2013 National Training

Universal Giving (UG) Pilot

February 26 - 28, 2013Atlanta, GA

2

What is the UG Pilot? Why Do It? Who’s Doing It? How Long Is it? The Results! The Challenges! Need Your Help! Next Steps. Conclusion: Q&A

Overview

3

We’re testing the feasibility of permitting donors to give to any CFC approved agency no matter where the donor or the organization is located. UG Pilot allows donors to donate to any National, International, or Local agency in any CFC world-wide whether that agency’s “home” campaign is participating in the pilot or not.

What is the UG Pilot?

4

Why Do It?

CFC needs to be attractive & appealing option for donors. More efficient for campaigns & agencies. Demand – donors want it. CFC needs to grow/evolve – logical next step!

5

The UG Team

Pilot Campaigns: Selected based upon their donor demographic mix. Greater Olympic CFC (0921): LFCC Co-Chair, Robert Jennings, UG Team Leader Chicago Area CFC (0249): CFC Director, Eriabee Chiles Heart of Alabama CFC (0005): CFC Director, Xavier “Lew” Lewis

Technical Support: CFC Nexus, Han Kim and John Zietlow Essential Software Development (CFC Assistant), Kingsley Klosson IT Director, Community Shares of IL (CFC 0249), Kevin Sandefur

OPM Staff Support: Mary Capule and Curtis Rumbaugh

Who’s Doing It?

6

How Long Is It?

Pilot is two years – 2012/2013 Target is ALL campaigns have the option in 2014

7

The Results!

8

Number of donors: 25,640 Number of donors selecting a UG Charity: 941 (3.7%) Number of UG designations: 1449 Total $ Pledged: $6,952,507 UG $ Pledged: $289,095 (4.2%) Increase/decrease in online donations from 2011: +

$320,607 (+645 donors)Mobile option for search & donation: Access to UG

agencies was completely unrestricted using the UG search engine through any computer or mobile device.

The Results!(cont’d)

9

Incomplete Charity Data Inconsistent Data Duplicate Data Making a single list out of 185 lists Integrating the different software products Marketing to our potential donors

The Challenges

10

Assist LFCC to conduct a timely and effective application review and approval process to avoid delay due to errors and/or appeals.

Update OPM’s charity registry timely and accurately; use the default charity/federation names from the drop down list versus creating a unique name.

Respond promptly to OPM’s requests for clarification and correction of charitable organization data.

Need Your Help!

11

Printed charity list will have same content as before (Natl/Intl/Local).

UG organizations available through on-line search engine, but either method (paper or online), may be used to make pledge.

Expect robust marketing and testing in 2013 to tweak and improve the process.

UG will ultimately drive positive change for the future! One application/one eligibility determination. Eliminates “Approved in CFC-A and Disapproved in CFC-B.”

Targeting UG availability to all CFCs in 2014.

Next Steps

12

Q & A

Conclusion