Welcome to NEW Coordinator Training. What is the CFC? CFC is the worlds largest and most successful...
-
Upload
alyssa-heather -
Category
Documents
-
view
214 -
download
0
Transcript of Welcome to NEW Coordinator Training. What is the CFC? CFC is the worlds largest and most successful...
Welcome to
NEW Coordinator Training
What is the CFC?• CFC is the world’s largest and most successful annual workplace
fundraising campaign.
• There are more than 190 CFC’s throughout the country and internationally that raise millions of dollars each year.
• To date federal employees have collected over $6 billion dollars for local, national, and international charitable organizations.
• Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non–profit organizations that provide health and human service benefits throughout the world.
• The Central Ohio and WV CFC collected over $1.5 million dollars during the 2011 campaign.
33 County Giving AreaAdams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia,
Guernsey, Highland, Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross,
Scioto, Union, Vinton, and Washington counties in Ohio.
Cabell, Wayne and Wood counties in West Virginia.
Structure
OPM
Local Federal
Agencies
PCFO
CABINET
Local, National and
International Charities
LFCC
Chairperson Coordinators Key Workers
Project Officers
Loaned Executive
s
Sets Policy & Procedures
Conducts Local Campaign
Manages Local Campaign
Leadership of LFCC
OPM
Publishes CFC RegulationsEstablishes Timelines
Provides Direction and GuidanceDevelops & Publishes National / International List
Establishes Rules on Local Application’sFinal Appeal
Audits
Director, OPM
John Berry
Director, CFC Operations
Keith Willingham
CFC StaffCurtis RumbaughMary CapuleCherLynn StevensMarcus Glasgow
OPM Office of CFC Operations Structure
Campaign Management
• Honor employee designations.
• Help to ensure no employee is coerced.
• Train Loaned Executives, Coordinators & Key Workers.
• Ensure no employee is questioned as to his or her designation.
• Prepare campaign materials (LFCC approval)
• Fiscal Management
PCFO Responsibilities
Conducts the Local Campaign • Encourage local Federal agencies to appoint Loaned Executives.• Encourage Agency Directors/CO’s to support the campaign• Ensure that, to the extent possible, every federal employee is given an
opportunity to participate in the CFC (100% Contact)
Hires PCFO• Approves Budget• Conducts Local Agency Eligibility• Provides Oversight of PCFO• Approves Campaign Material• Conducts Compliance Audit (Members from Federal Community)• Final Campaign Decisions• Liaison to Federal Agency Heads
LFCC Responsibilities
Loaned Executive (LE) Responsibilities• Promote and make presentations about CFC to employee groups as
requested.
• Deliver all material needed for employee campaigns including pledge cards, brochures, report envelopes, and campaign posters.
• Ensure the CFC’s impact is demonstrated through the use of agency tours, agency displays, speakers, and the use of the campaign video.
• Provide quality customer service to agency and campaign volunteers.
• Assist agency coordinators with planning, organizing and conducting employee campaigns and meetings.
• Follow-up with CFC Agency Coordinators weekly or as needed.
Agency Coordinator Role• Develops, schedules and implements the agency campaign (i.e., special events).
• Develops and implements a schedule for employee solicitation meetings to educate employees about the CFC.
• Assures that other offices in the campaign area are included in the campaign.
• Reviews and analyzes the giving history and past campaign activities of the agency.
• Recruits and trains campaign team (one for each 10 to 15 employees).
• Distributes all campaign materials and collects and audits pledge cards in timely fashion.
• Communicates campaign progress, results and contacts assigned loaned employee to pick-up report envelopes to be taken to the Campaign Coordinating Organization.
• Completes the campaign during the specified time period with follow-up as necessary.
• Recognizes and thanks the agency campaign team.
• Get the Agency Head to fully support the campaign
• Know the facts about CFC
• Establish attainable objectives with your Loaned Executive
• Recruit your team
• Train and support your team
• Loaned Executives are available to conduct an onsite training for your team
• Utilize CFC “Helpful Resources”
Elements of a Successful Campaign
Six Elements of Personal Solicitation
1. Be ready
2. Be Confident
3. Explain
4. Listen
5. Solicit
6. Say “THANK YOU”
How to Handle Objections
• Focus on Solutions to Objections
• Always Listen
• Never Let an objection lead to an Argument
• Respond with Positive Solutions
• Turn Negatives into Positives
• Allow potential donors to verbalize opinions
• Don’t take it personally!!
FUTURE DONOR: I give to my own charities/church.
YOU: That’s great. Then you know how important it is to be charitable. Can you please consider including our CFC agencies in your charitable giving?
FUTURE DONOR: I will not support management.
YOU: Your donation does not benefit management. This is your opportunity to give to charity and support the community.
FUTURE DONOR: I don’t know where my money is going
YOU: If you designate directly to an agency through the campaign, that is where your money goes. The agency will send an acknowledgement if you
so desire.
Responses to Why People Don’t Give
Campaign Materials
Charity Listing & Posters
Pledge Card
Completing the Pledge Card
Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly!
3-Part Form:1. Top page goes to your Payroll Office.
2. Middle page (white carbon copy) goes in the Report Envelope.
3. Bottom page (pink carbon copy) to donor as confirmation receipt.
IMADONOR
123 45 6789CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVEParkersburg WV 26302
555 555 5555 55 .
IMADONOR
123 45 6789CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVEParkersburg WV 26302
555 555 5555 55
..
40 00 1 0 4 0 0 0
IMADONOR
123 45 6789CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVEParkersburg WV 26302
555 555 5555 55
..
40 00 1 0 4 0 0 0
1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0
IMADONOR
123 45 6789CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVEParkersburg WV 26302
555 555 5555 55
..
40 00 1 0 4 0 0 0
1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0
5678 STREET RDMARIETTA OH 45218
.
IMADONOR
123 45 6789CENTRAL INTELLIGENCE AGENCY
1234 BOULEVARD AVEParkersburg WV 26302
555 555 5555 55
..
40 00 1 0 4 0 0 0
1 2 3 4 5 9 0 0 0 0 9 9 9 9 9 1 4 0 0 0
09 18 1 2Ima Donor
5678 STREET RDMARIETTA OH 45218
.
Campaign Report Envelope
Agency ABC
123 Main Street
Columbus OH 43215
X300
10 150.00 1,800.00
1 25.00 25.00
11 150.00 75.00 1,875.00
ImaCoordinatorIma Coordinator 728-3000
50.00 50.00
Report Envelope Tracking
Donor Recognition Items
Donor Recognition Item Request
Speaker RequestsIndividual Speakers and Agency Fairs
https://uwco.wufoo.com/forms/public-sector-speaker-request/
Campaign Materials/Promotional Resources
• Charity Listing• Pledge Card• Campaign Report Envelopes• Lapel Pins• Promotional Materials• Leadership Level Gifts/Coins• Report Envelope Tracking Form• Donor Recognition Tracking Form (if applicable)• Local campaign website: www.cowvcfc.org• Central Ohio and West Virginia CFC Facebook page
Magic Words
From the LFCC/Federal Agency Head:
“The CFC… It’s Important!”
From the Loaned Executive:
“What can I do to assist you?”
From the Coordinator & Key Worker:
“Allow me to educate you on the purpose of the CFC.”
“Thank You!”
Questions?