WELCOMETO THE 2014

ARIZONA CFCUC/KW TRAINING

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CFC TRAINING AGENDA

Introduction

The Combined Federal Campaign

2013 Arizona CFC Results

Training Guide

Campaign Materials

What’s New

Questions

THE COMBINED FEDERAL CAMPAIGN

Established in 1961 by President Kennedy

Responsibility of the Office of Personnel Management (OPM)

For all Federal Employees world wide

Local Federal Coordinating Committee (LFCC) responsible for local campaign

The Principal Combined Fund Organization (PCFO)United Way of Tucson and Southern Arizona

CFC FACTS

Largest single charitable campaign in the world

Raised over $209 million last year

Arizona CFC raised $1,909,359 last year

Designation Breakdown

33.1% Local $632,21662.5% National $1,193,228 3.1% International $59,614 1.3% Undesignated $24,301

2013 ARIZONA CFC

Total Designated Dollars: $1,885,058 98.7%

Total Undesignated Dollars: $24,301 1.3%

Total Dollars: $1,909,359 -18.9% (decrease from last year)

Payroll Deductions: $1,830,969 95.9% Cash/Checks: $78,390 4.1%

2013 2012 Avg. Payroll Deduction: $355 $340Avg. Cash Contribution: $118 $102 Avg. Contribution: $329 $315Per Capita Contribution: $41 $50

Total No. of Contributions: 5797 7477 Participation: 12.3% 15.9%

AFR: 9.4% 9.3%

TRAINING GUIDE

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PCFO STAFF CONTACTS

Phone: 520-903-9000

Fax: 520-903-9002

Jim Arnold – Ext. 235

jarnold@unitedwaytucson.org

Carla Smith – Ext. 255

cfcaz@unitedwaytucson.org

WORKPLACE CAMPAIGNS vs. DIRECT GIVING

REASONS TO GIVE THROUGH CFC

More money goes to services rather than raising costs

Larger gifts are possible through payroll deduction

Charities who participate in CFC are held accountable

Individual recognition and thanks for the donor

Federal image and community pride

Provides steady, year-round income for charities

STRATAGIES FOR A SUCCESSFUL CAMPAIGN

Get Commander’s/Agency Head’s Support

Set a Campaign Time Table

Know the Program

Get Your Team Together

Have a Campaign Rally

STRATAGIES FOR A SUCCESSFUL CAMPAIGN

Reporting

Contact

Educate and Publicize

Follow-Up

Thank the Employees

CAMPAIGN RALLIES

20-30 Minute Presentations

Organization Speakers

Organization Tours

Fundraisers

Be Creative!

SOLICITATION METHODS

Group Solicitation:

Pulling everyone together in a group setting to give information about the campaign. The solicitation is made prior to conclusion of the meeting.

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SOLICITATION METHODS

Steps to a Successful Group Solicitation

Set the dates and time for your group solicitation.

Distribute pledge cards and campaign brochures at the presentation.

Ask for a gift at the guideline or an increase above last year.

Answer any questions or concerns.

Follow-up

Ensure 100% contact.

SOLICITATION METHODS

One-On-One Solicitation:Connecting with each employee on a individual basis to make a solicitation.

SOLICITATION METHODS

Steps to a Successful One-on-One Solicitation

Introduce yourself –Establish a rapport

Share information about the CFC

Ask for a gift at the guideline or an increase above last year.

Answer any questions or concerns.

Have employee fill out pledge card

Say “THANK YOU!”

CAMPAIGN MATERIALS

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CAMPAIGN MATERIALS

2014 Arizona CFC Pledge Card

2014 Arizona CFC Charity Guide

2014 Arizona CFC Alphabetical Index

2014 Arizona CFC UC/KW Pledge Envelope

CHARITY GUIDE/ALPHA INDEX

Charity Guide

Federation/Charity Listings5-Digit CFC Code

Name

25 Word Statement

Telephone Number

Web Address

Administration/Fund Raising %

Alpha Index Charities listed alphabetically 5-Digit CFC Code

PLEDGE CARDS

PLEDGE CARDS

**New**

Payroll box for 12 periods a year.

PLEDGE CARDS

PLEDGE CARDS

PLEDGE CARDS

PLEDGE CARDS

PLEDGE CARDS

EMPLOYEE EXPRESS (EEX)

EMPLOYEE EXPRESS (EEX)

CFC NEXUS

Why Should I Pledge Online?

Convenience

Math is made simple Accessibility

Replication It’s green!

Efficiency

https://www.cfcnexus.org/_arizonacfc/

Reports

Searching

KEY WORKER ENVELOPE

KEY WORKER ENVELOPE

KEY WORKER ENVELOPE

KEY WORKER ENVELOPE

KEY WORKER ENVELOPE

KEY WORKER ENVELOPE

RECOGNITION LEVELS

Pacesetter: $120 - $249.99 CFC Pen

Leadership: $500-$749.99 CFC Sun Shade

Eagle: $750-$999.99 Eagle Coin/ Coin w/ Stand

Double Pacesetter: $250-$499.99 2014 Coin

Double Eagle: $1,000 & up Eagle Statuette/2014 Year Tab

INCENTIVES

.

PacesetterPen

Double PacesetterChallenge Coin

LeadershipSun Shade

Double EagleStatuette/2014 Year Tab

Eagle 2014 Eagle Coin/with stand

INCENTIVES

Return a copy of this form to Carla after your campaign to obtain incentive gifts.

John Doe

Dave Tyler

Jill Jones

Emily Street

Tim Johnson

Mary SmithYear Tab

Joe Miner Eagle

Kim Brown(Coin Only)

Jane Doe

Sarah Smith

RETURN FORMS TO YOUR UC OR CC.

ARIZONACOMBINED FEDERAL CAMPAIGNPACESETTER/DOUBLE PACESETTER/ LEADERSHIP LIST

UNIT:___USPS KINO STATION________ ACCT #:___123456______ CC/UC/KW:___Mary Smith___________ PHONE:___299-8080____

PACESETTER DOUBLE PACESETTER

LEADERSHIP EAGLE DOUBLE EAGLE

$120.00 - $249.99

$250.00 - $499.99

$500.00 - $749.99

$750.00-$999.99 $1,000 & Up

3 Pens 2 Coins 1 Sun Shade1 Coin

1 Sun Shade1 Eagle

1 Year Tab

INCENTIVESARIZONACOMBINED FEDERAL CAMPAIGNGIFT RECEIPT LISTUNIT:_______________________________ ACCT #:____________________KW:________________________________ PHONE:____________________ I ACKNOWLEDGE THAT I HAVE RECEIVED THE CFC GIFT INDICATED

Pens CoinsSun

ShadeEagleCoin Eagle

FIRST NAME MI LAST PAYROLL SIGN. DATE

John D Doe

John D Doe

11-04-14

Kim Brown 11-04-14

Jane Doe 11-04-14

Mary Smith 12-04-14

KEEP THIS FORM FOR YOUR RECORDS.

WHAT’S NEW!

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Universal Giving

Available Through:CFC Nexus

EEXMyPay

.

Now you have the ability to give to any charity that is a part of the Combined Federal Campaign regardless of your campaign’s location.

QUESTIONS

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THANK YOU!

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cfcaz.orgVisit our website!

This training is sponsored By:Enterprise Rent-A-Car

Trader Joe’s

Sponsorship does not constitute federal endorsement.

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