Heartland CFC

40
2014 Campaign Coordinator Workshop HEARTLAND CFC

description

Heartland CFC. 2014 Campaign Coordinator Workshop. Workshop Objectives. Campaign Basics Discuss Special Events & FUNdraising Ideas Cover CFC E-Technology Learn Reporting & Forms Discover Online Resources Discuss 2014 Changes. MISSION STATEMENT - PowerPoint PPT Presentation

Transcript of Heartland CFC

Page 1: Heartland CFC

2014 Campaign Coordinator Workshop

HEARTLAND CFC

Page 2: Heartland CFC

Campaign Basics

Discuss Special Events & FUNdraising Ideas

Cover CFC E-Technology

Learn Reporting & Forms

Discover Online Resources

Discuss 2014 Changes

WORKSHOP OBJECTIVES

Page 3: Heartland CFC

MISSION STATEMENT

The mission of the Combined Federal Campaign (CFC) is to support and to

promote philanthropy through a program that is employee-focused,

cost effi cient and effective in providing all Federal employees the opportunity to improve the quality of life for all.

Page 4: Heartland CFC

Offering a single guide, called the Charity Listing,

and payroll deduction, the CFC brought the diversity of

fundraising efforts under one effi cient and fair umbrella.

One campaign….Once a year.

PURPOSE OF THE CFC

Page 5: Heartland CFC

Only government-authorized means of solicitation to employees in the federal workplace - on behalf of charitable organizations

Most inclusive workplace giving campaign in the world

Currently over 100 campaigns nationwide & overseas Over 24,000 nonprofit organizations worldwide In 2013, nearly 800,000 federal, military and postal

employees contributed $209.7 million 2014 is 54TH anniversary of CFC! More than $7 billion has been contributed since 1964

QUICK FACTS ABOUT THE CFC

Page 6: Heartland CFC

THE THREE CS

Choice

Convenience

Charities

Page 7: Heartland CFC

The Combined Federal Campaign belongs to YOU

It is designed as a partnership between the employee, the Federal Government and the charitable organizations

It operates completely through direct donor choice

CHOICE

Page 8: Heartland CFC

National/InternationalOrganizations

TYPES OF CHARITIES

Local Federations(has member

charities)

Local IndependentOrganizations

Page 9: Heartland CFC

Multiple convenient ways to give:

1. One-time gifts (check/cash)

2. Payroll deduction (most popular)

3. Online giving (payroll deduction)

Employee Express, myPay and CFC Nexus

4. Special Events/Fundraisers

CONVENIENCE

Page 10: Heartland CFC

All CFC-approved charities must meet specific criteria:

501c3, non-profit Audited Run by a Board of Directors And other considerations

Federal employees review all charities listed in the catalog

The CFC has a proven track record of effi ciency and accuracy with charity reviews

CREDIBILITY

Page 11: Heartland CFC

HEARTLAND CFC AREA

Page 12: Heartland CFC

CFC ORGANIZATION

Loaned Executive

Campaign Coordinator

CanvasserCanvasser

Division Chair

Loaned Executiv

e

Canvasser

Campaign Coordinator

Division Chair

Campaign Coordinator

CanvasserCanvasser

Local Federal Coordinating Committee

(LFCC)

Co-Chair

(Management)

Co-Chair

(Labor)

Division Chair

Campaign Coordinator

Campaign Coordinator

Campaign Coordinator

Loaned Executiv

e

Canvasser

Page 13: Heartland CFC

Accept-able

Fundraising/

Admin-istration by Bet-

ter Business Bureau

0.00%5.00%

10.00%15.00%20.00%25.00%30.00%35.00%

7.15%10.50% 10.60%

25.00%

35.00%

Heartland CFC

Local United Way

Average Non-profit

Overhead acceptable by Better Business Bureau (2012)

CFC (Nat’l Average)

The Heartland CFC is proud of its low fundraising cost

Page 14: Heartland CFC

• EMPATHIZE with your fellow employees during diffi cult times

• Attain 100% ASK rate for all agency employees

• CELEBRATE the Federal government’s charitable spirit by planning a campaign event with Agency Head support, especially charity speakers/displays

• Engage and educate younger employees (become donors)

• Host a CFC LUNCH & LEARN for your employees

MAJOR 2014 CAMPAIGN STRATEGIES

Page 15: Heartland CFC

REASONS FOR TURNOVER

14%

17%

59%

10%

Financial Limitations

Workplace Change

Communications Gap

Proactive or Competitive

Financial Limitation Laid off /unemployed Medical expenses

Workplace Change Changed jobs/retired Workplace campaign

was discontinued Communications Gap

No one asked me I did not get any

information Proactive or

Competitive Chose other charities Overhead is too high

United Way Research – 2007 Public Poll and ACI Study

Page 16: Heartland CFC

MAKE THE MOST OF YOUR DONATION

Heartland Combined Federal Campaign 2013 Fundraising/Administrative Cost 7.15%

Undesignated dollars raised in 2013 $200,404

Your Donation Has Impact:Example for 2013

Your amount pledge through CFC$200.00Undesignated Dollars for your charity (10.45%) +

20.90Cost of Administration & Fundraising (7.15%) - $ 14.30Your total designated gift to your charty $206.60

Page 17: Heartland CFC

COORDINATORS: GENERAL RESPONSIBILITIES

Plan special events & fundraisers within agency, including scheduling charity fairs & speakers

Turn in all pledge cards, cash/checks, special events donations, etc.

Maintain record of donations/pledges within agency (verify accuracy with LE)

Distribute donation gifts to employeesThank all employees & volunteersDistribute info/updates to employees (as

provided by agency head, LE or CFC staff , as needed)

Refer to Page 8 of Coordinator’s Guide book

Page 18: Heartland CFC

Both~

Develop campaig

n objective

s ~ Plan

and impleme

nt campaign events

~ Disperse pledge cards

Campaign

Coordinators~ Check

paper pledge

forms for accuracy~ Fill out

the campaign

report envelopes/t

urn in donations~ Submit

reports and donations/p

ledges to your

Loaned Executive

Campaign

Canvassers

~ Collect pledge cards

~ Discuss donating with all

employees

COORDINATORS / CANVASSERS

Page 19: Heartland CFC

Materials are available online for you to train your Canvassers(Click on “Coordinators & Canvassers” tab and select CFC Canvassers link)

Your Loaned Executive is also available to assist you and can also provide you with a copy of the training presentation

TRAINING CANVASSERS

Page 20: Heartland CFC

CC GUIDE BOOK OVERVIEW

Let’s look through your Guide Book…

Page 21: Heartland CFC

• Charity Listing Catalog• 2014 Pledge Cards• Coordinator Report Forms• Report Envelopes• Various Promotional Items • and more…

CAMPAIGN MATERIALS

Page 22: Heartland CFC

2014 CHARITY LISTING

Page 23: Heartland CFC

Every 2014 Heartland-approved charity is listed in this Charity Catalog with the following information:

2014 CHARITY LISTING

Page 24: Heartland CFC

NATIONAL TAXONOMY OF EXEMPT ENTITIES (NTEE) CLASSIFICATION SYSTEM

A Arts, Culture, and HumanitiesB EducationC EnvironmentD Animal RelatedE Health CareF Mental Health & Crisis InterventionG Voluntary Health Associations

& Medical DisciplinesH Medical ResearchI Crime & Legal RelatedJ EmploymentK Food, Agriculture & NutritionL Housing & ShelterM Public Safety, Disaster Preparedness & ReliefN Recreation & Sports

O Youth DevelopmentP Human ServicesQ International, Foreign Aff airs & National SecurityR Civil Rights, Social Action &

AdvocacyS Community Improvement & Capacity BuildingT Philanthropy, Voluntarism &

Grantmaking FoundationsU Science & Technology V Social Science W Public & Societal Benefi tX Religion-RelatedY Mutual & Membership Benefi tZ Unknown

Page 25: Heartland CFC

2014 PLEDGE CARD

Page 26: Heartland CFC

1

23

4

56

7

Page 27: Heartland CFC
Page 28: Heartland CFC
Page 29: Heartland CFC
Page 30: Heartland CFC

Please do not contact charities before completing form

Email forms to: [email protected]

Page 31: Heartland CFC

• Campaign Planning Documents: FUNdraising & Events Planning Form FUNdraising Event Ideas (detailed) Checklist

• Sample Forms & Instructions Campaign Report Form Incentive Request Form (Community Supporter) Speakers’ Bureau Request Form Pledge CardOnline Donation Instructions

•Sample & Template documents: Thank-You certificates Sample letters, emails & newsletters Solicitation & Thank You Letters (to companies)

ONLINE RESOURCESwww.heartlandcfc.org

Speeches, Meetings and Rallies• Online Catalog and Charity Search Engine• Online Pledging Access • Calendar of Events & Announcements• Campaign Progress • Posters• Downloadable Pledge Form (PDF format)

And so much more…

Page 32: Heartland CFC

2014 INCENTIVE LEVELS

The Eagles have returned!

EAGLE DONORSDonations of $1,000+

COMMUNITY INVESTORS

Donations of $500-999

Page 33: Heartland CFC

(Achieving Campaign Excellence)

Bronze Level

50% Participation $80 per capita

Silver Level 66% Participation $100 per capita

Gold Level 80% Participation $120 per capita

Agencies achieving these levels will receive a framed certificate at the Awards Ceremony in January.

ACE AWARDS

Page 34: Heartland CFC

Caring for Community AwardHighest Percentage GrowthHighest Dollar GrowthHighest Average Gift

For each agency size, based on number of employees: Less than 10, 10-49, 50-499, 500+

OPM CFC Hero Award (individuals)

OTHER AWARDS

Page 35: Heartland CFC

JOHN F. KENNEDY AWARD

Page 36: Heartland CFC

NEW IN 2014COMMUNITY SERVICE

VOLUNTEER RECOGNITION

Page 37: Heartland CFC

KEY CAMPAIGN DATES

Loaned Executives’ Duties Begin August 25Campaign Coordinator Workshops August 19

September 2 & 9September 10

Campaign planning & Training August/SeptemberCFC Leadership Summit September 24

HEARTLAND CFC KICKOFF October 1Campaign Events for your Agency (Set your dates)Loaned Executives available Sept-Dec. 5HEARTLAND CFC ENDS November 21Loaned Executives’ Final Day December 5

CFC Awards Ceremony January 14, 2015 (tentative)

Page 38: Heartland CFC

ONLINE PLEDGES & REPORTINGPRESENTATION

Page 39: Heartland CFC

QUESTIONS?

Page 40: Heartland CFC

THANK

YOU!!!

THANK YOU!!!

THANK YOU!!!

THANK YOU!!

!

THANK YOU!!

!