COMBINED FEDERAL CAMPAIGN COMBINED FEDERAL CAMPAIGN

20132013

Monterey Santa Cruz CountiesMonterey Santa Cruz Counties

What The CFC Is

Once-a-year, in-the-workplace charitable drive exclusively for Federal employees: Military, Civilian & U.S. Postal Service

Created in 1961 by Executive Order of President John F. Kennedy.

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

2013 Goals $610,000

– Campaign History: 2012 CFC raised $596,2192011 CFC raised $595,8472010 CFC raised $601,7512009 CFC raised $566,407

100% contact—opportunity to participate in CFC is individually presented to each

staff/student

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

2013 Pledge Form

Civilian Payroll SampleMilitary retirees CAN do payroll donation from retiree pay; be sure to get their retiree pay office info

Military Payroll SampleNATIONAL GUARD OR RESERVISTS CANNOT USE PAYROLL DEDUCTIONS;

THEY CAN ONLY USE CASH OR CHECK TO CONTRIBUTE TO CFC

Cash SamplePLEASE PAPER CLIP CASH TO APPROPRIATE SLIP, DO NOT COMBINE

Check Sample

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””

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

Golden Eagle Donor– $1,200 or more– Original Print by Mr. Pete Dausen

Eagle Donor– $180 or more– CFC Mug

Any Donation– CFC Pin

Donor Recognition Items

Step It Up!

4 Steps to Success

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

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 or “thermometers” to announce the campaign

- Incorporate themes, special events, and incentives

- Schedule CFC presentations

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

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

Best Practices

1. Involve

2. Educate

3. Ask

4. Thank

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

FrequentlyFrequentlyAsked QuestionsAsked Questions

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.

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.

Thank you!Thank you!