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Potomac Combined Federal Campaign

www.potomaccfc.org

TODAY’S AGENDA

Information about the Combined Federal Campaign and the Potomac CFC

Information about Federal Employees in the Potomac CFC Use of CFC Logo and Number Agency Fairs – Do’s & Don’ts and Tips Speaking Engagements – Do’s & Don’ts and Tips Universal Giving 2016 Changes to the CFC Questions??? Feedback/evaluation

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COMBINED FEDERAL CAMPAIGN

Only authorized solicitation of federal civilian employees and military service members in the workplace.

Administered and regulated by the Office of Personnel Management (OPM).

For more information: www.opm.gov/cfc. Organizations must apply annually for participation in the

CFC and you must be accepted to participate – There are no write-ins!

As an approved agency, you will be invited to Agency Fairs and Speaking Engagements through Constant Contact.

Follow the Potomac CFC Campaign highlights on our website at www.potomaccfc.org and Facebook.

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COMBINED FEDERAL CAMPAIGN

CFC is divided into geographic regions and is a separately run campaign.

Potomac CFC includes federal facilities (civilian and military) located in the counties of King George, Essex, King and Queen, Lancaster, Northumberland, Richmond, Westmoreland, Caroline, Stafford, Spotsylvania, Fauquier, Culpeper, Orange, Rappahannock and Madison and the City of Fredericksburg. Military installations include Quantico MCB, Dahlgren Naval Base, and AP Hill.

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LOCAL MANAGEMENT OF POTOMAC CFC

Potomac CFC is managed by the Local Federal Coordinating Committee (LFCC).

LFCC is a group of federal military and civilian personnel from military bases/federal offices in the Potomac CFC.

LFCC is the decision-making group for the Potomac CFC. The Principal Combined Fund Organization or PCFO is the

fiscal agent for the Potomac CFC Rappahannock United Way is the PCFO for the Potomac

CFC

If you have any comments, suggestions or questions, please contact us!

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DEMOGRAPHICS OF POTOMAC CFC

Military Installations and Other Federal Government Offices Marine Corps Base Quantico – 12,423 employees

634 donors Russell Knox Building – 1,699 employees

266 donors Dahlgren – 5,564 employees

400 donors Ft. A.P. Hill – 316 employees

19 donors Federal Aviation Administration/United States Post Office/National

Park Service/Office of Personnel Management/Social Security Administration/Department of Veterans Affairs – 623 employees 53 donors

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CFC CODE & LOGO

Your 5-digit CFC Code is your most important marketing tool

Stays the same as long as your organization is eligible

CFC Code SHOULD be used on marketing and promotional materials, brochures, websites, newsletters, facebook pages

If you don’t have your 5-digit CFC code on your materials already (and can’t afford to print new ones)? Use labels, print your CFC #, and affix to brochures Have a rubber stamp made with CFC logo and 5-digit code Apply to your letterhead, newsletters, special event flyers, etc…

Use of CFC Logo For information on CFC Logo Usage, please go to www.opm.gov/cfc and

click on “CFC Logo Download”. Read User Agreement and follow instructions.

Be Aware of Brand Standards (also available on the website).

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THE THREE C’S OF THE CFC

Choice Potomac CFC Brochure offers around 100 Local Charities and over 400 National/International Charities NEW – Online Universal Giving List (Offers 24,000 Charities)

Convenience Payroll deduction – NOW through MyPay and EEX Credit card pledging through CFC Nexus Paper pledging

Credibility All charities have been vetted by LFCC

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Choice

Convenience

Credibility

CAMPAIGN EVENTS

Agency Fairs Agency HQ’s Conference Rooms

Smaller agencies Leadership Groups

Staff Meetings

Speaking Engagements Key Worker Training During PT Military Training Schools Kick-offs/Agency Fairs

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DO’S AND DON’TS OF AGENCY FAIRS

DO Respond to Kick-off and Agency Fair invitations immediately. Security Issues Space Issues Space at Agency Fairs is on a first come first serve basis.

Please only pick your first choice, if it is full, choose an alternative. We will send you all details after you register.

DO BE ON TIME! Please arrive/leave at listed arrival/departure time! Know where you are going Know your audience Leave time for Security Issues

Do Bring a Display that is ENGAGING to Donors! You will be sharing a table so make your display compact and easy to put up and down Don’t come early or leave early Bring a dolly/cart Donors love give-aways – bags, candy, pens, sticky notes, stress balls, etc…

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MARKETING AT AGENCY FAIRS

Type of Displays The more interactive the better Use pictures Bring an organized, easy to see display that fits on ½ of a 6-8 foot table Bring hand-outs that are concise and interesting Bring business cards

Give Away Items Bring catchy brochures Bring plenty (will let you know potential attendance in invitation). If no CFC number, use labels with your CFC number Find something original – bags, candy, pens, stress balls, anything with American flags,

coasters

Be Creative! Interactive information If you are an animal charity, bring animals! Pictures/stories/music

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TIPS FOR AGENCY FAIRS

What to Wear Some federal offices have a formal, business attire dress code Some have more business casual attire – Find out what is acceptable Check the event information we send you, it should include instructions

about dress

Who to Send Send trained staff, not just seat fillers!

• Train your staff and volunteers on your agency’s mission, vision and goals

Encourage your staff/volunteers to share your agency’s success stories• Not just for agency fairs but for interaction outside of the CFC events

Only CFC approved charities/staff should attend• Cannot “piggy-back” other charities on to CFC at Agency Fairs (unless a

federation)

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2012 AGENCY FAIR AT MCB-QUANTICO

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SPEAKING ENGAGEMENTS – DO’S AND DON’TS

DO Dress Appropriately Check with your CFC Campaign Manager

DO Arrive on Time Leave enough time to get through security

DO Prepare Send a speaker who knows about your agency inside and out! Know where you are going Know your audience Speak for the allotted amount of time; May be more than 1 speaker Provide limited statistics Be familiar with the CFC – the 3 C’s

DON’T Go Over Your Time Limit Stick to the allotted time – Don’t ramble/be repetitive

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TIPS FOR SPEAKING ENGAGEMENTS

Tell an engaging story Agency Success Stories – speaker with a personal story

Demonstrate Outcomes

Relate to the audience

Allow time for questions and answers Provide concise answers

Know your stats! – What do they mean and what do they represent?

Be ready to go at a moments notice

Sometimes we get last minute requests…..be ready!

Be sure that the speaker knows about your agency

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THE ELEVATOR (OR AGENCY FAIR) SPEECH

Who are you?

What is my Agency’s Mission? Be specific and detailed

Why are you passionate about your Agency? Describe your programs and services in your own words How does the CFC help your agency?

Be Enthusiastic!

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*Courtesy of Heartland CFC

SPEECH OUTLINE* - WHERE DO I START?

Philanthropy in General 35% - About giving and your agency

Your Charity 35% - Success Story from your agency

Show enthusiasm and passion 25% - CFC information & how CFC helps agencies in general

Make it personal 5% - Make the Ask and Thank Donors

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*Courtesy of Heartland CFC

WRITING A SPEECH*

Determine speech’s objective

Tailor speech to your audience

Beginning – lay the groundwork

Middle – the meat of the story

Ending – give a summary Make the ASK - #1 reason people don’t give? THANK attendees

Allow time for questions

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*Courtesy of Heartland CFC

GIVE IT A TRY!*

Keyworker Training25 - 50 people in attendanceMix of mid-level and entry level employees

Many have attended this training previously

5 minutes allotted timeWhat do you say?

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2015 CAMPAIGN CALENDAR

August Key Worker Training

Material Distribution

September 1 2015 Campaign Solicitation Period Begins

September MCB Quantico Dodgeball Tournament Kick-off and Agency Fair

September Russell Knox Building Kick-off and Agency Fair

September Dahlgren Kick-off and Agency Fair

September FAA Kick-off and Agency Fair

October AP Hill Kick-off and Agency Fair

October Campaign Solicitation

November Campaign Solicitation

December 15 2015 Campaign Solicitation Period Ends

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2016 CFC CHANGESThe 2016 Combined Federal Campaign will have the following changes:

The Potomac CFC and the N. Shenandoah Valley CFC will join with the National Capital Area CFC to be one campaign.

OPM has contracted for a Central Campaign Administrator (CCA) starting with the 2016 campaign.

The CCA will handle charity applications and payments to charities.

There maybe up to five different CCAs based on the federal payroll offices. Final decision has not been announced yet by OPM.

All CFC applications will be submitted electronically to one CCA. There will be a non-refundable application fee and a listing fee if you are approved. These fees will be paid up front. There could also be a disbursing fee. Fee schedules have not been established yet. OPM is hoping to have this information available in the August timeframe.

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2016 CFC CHANGES (CONT’D) One deadline for all CFC applications. Probably be in January

timeframe.

CCA will coordinate with organizations on applications submitted.

There will be no completeness review done on applications.

Charity training will be done through online videos.

For organizations with revenue over $100,000 but less than $250,00 a financial review will be required instead of a financial audit.

The 25 word statement will change to 25 character statement.

Full application will only be required every 3 years for returning charities. These charities will only have to recertify and submit IRS Form 990 each of the next two years.

Approvals will be sent via e-mail from CCA to organizations. Denials will be sent via e-mail instead of certified mail from CCA. All appeals will be handled by OPM. No local appeals.

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2016 CFC CHANGES (CONT’D)

CCA will send out designation and donor reports to organizations. There will be no undesignated pledges starting with the 2016

campaign. Universal Giving will continue in future campaign years. The LFCC can hire a Outreach Coordinator to handle the

marketing materials and events for each CFC campaign or they can handle this themselves.

OPM will be providing more information as the year goes along. Charities will receive information on CFC changes as they

become available. This will be done using the e-mail address on your CFC applications.

Please let the Potomac CFC know if your e-mail address or agency contact information changes.

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QUESTIONS/COMMENTS?

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FEEDBACK AND EVALUATIONWe want to hear from you and get you suggestions and ideas!

Call us if you have questions or ideas on how to make the training better.

Complete the evaluation. The evaluation will be emailed to you. Just click on the link and complete the evaluation.

Thank you for attending!

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CONTACT INFORMATION

Sharon Patrick, CFC Campaign Manager

spatrick@rappahannockunitedway.org

540-373-3310 Ext. 318

3310 Shannon Park Drive

Fredericksburg, VA 22408

www.potomaccfc.org

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Potomac Combined Federal

Campaign (CFC)