Presentation Transcript

1. Welcome CFC Coordinator Training
2. Mission Statement:The mission of the Combined Federal Campaign is to support and promote philanthropy through a voluntary program that is employee-focused, cost-efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all.
3. What is the CFC? The Combined Federal Campaign (CFC) is the annual fund-raising drive conducted by Federal employees in their workplace each fall. The CFC is exclusively for: Civilian Federal Employees Military Personnel United States Postal Workers
4. WHAT IS THE CFC?The Story The Early Years Fundraising in the early Federal workplace can be traced back to the late 1940’s Prior to the 1950’s, on the job fundraising in the federal workplace was an uncontrolled free-for all. Agencies, charities, and employees were ill-used and dissatisfied. Some of the problems were: No specific period of charitable solicitation; they were done throughout the year. Quotas for agencies and individuals were freely established and supervisors applied pressure to employees. Designations were not allowed.
5. The Story Continued In 1961, President Kennedy gave formal authority to permit fundraising in the Federal workplace and authorized the U.S. Civil Service Commission to develop guidelines and regulate fundraising in the Federal service. In 1964 the first “combined” called CFC were conducted in select federal locations On March 3, 1971 President Nixon announced that the CFC would be the uniform fundraising method for the Federal Service. It continues to be the largest and most successful workplace philanthropic fundraising model in the world.

6. Your Role

   Inform co-workers about the CFC Educate them about their options Distribute materials (pledge card, charity listing book, posters etc.) Pick-up donations (pledge cards, key worker envelopes) Report results

7. What is the CFC?

   Only authorized solicitation One campaign - once a year One directory Nonprofits must meet standards Can give through payroll deduction, cash or check OPM provides regulations, oversight and guidance
8. Why the CFC? CFC eliminates year-round solicitation by charitable organizations of Federal employees in the Federal workplace CFC offers a donor the convenience of using payroll deduction to make charitable contributions. CFC lists only agencies that are pre-screened for eligibility by your LFCC. The Office of Personnel Management also verifies that every agency is recognized by the IRS as a 501 (c)(3) nonprofit agency.

9. The Magic of Payroll Deduction

   It’s Simple Easy on the pocketbook Effective
10. Organizational Chart OPM: Office of Personnel Management LFCC: Local Federal Coordinating Committee PCFO: Principal Combined Fund Organization Sponsored Representatives Campaign Coordinators Keyworkers (or committee members)
11. Individual Awards Patriot Giver $120 - $249 Supergiver $250 - $499 Hero Giver $500 - $999 Golden Eagle $1,000 and up Agency Awards 1. Gold Award: $125 per capita and up Silver Award: $90 to $124 per capita Bronze Award: $60 to $90 per capita 2. Five Highest Average Campaigns (with a minimum of 30% participation) 3. Five Largest Campaigns
12. Steps to a Successful Campaign Number 1 Secure Support of Senior Management Obtain your agency directors personal commitment and support. Endorse the campaign at employee rallies/meetings Encourage contributions at the leadership level. Number 2 Review and Evaluate *analyze past campaigns endorse goal * meet with your SR * Develop a campaign strategy and time table.
13. Steps, continued….. Number 3 Form a Committee * important for large offices. Select key people from various departments to help you. Look for people who relate well to fellow employees, who already support the campaign, and who will participate enthusiastically. Number 4 Train Committee and Keyworkers * ask your SR for help
14. Steps, continued….. Number 5 Set Campaign Goal * challenge your office * strive for 100% contact (not participation) * establish a goal that provides motivation and a sense of accomplishment. * look at your campaign giving history, number of employees and determine their giving potential. Number 6 Publicize Your Campaign * posters, emails, agency fairs, regular meetings, etc.
15. Steps, continued….. Number 7 Utilize CFC Resources for coordinators…. * sponsored representatives and CFC staff * agency speakers &/or tours for employees…. * charity listing (formerly resource guide) * pledge card * 2012 annual report
16. Steps, continued….. Utilize CFC Resources, continued for the campaign…. * goal thermometers * theme posters * CFC video ( if available) * balloons * keyworker report envelopes
17. Steps, continued… Number 8 Employee Meetings * most effective way to reach employees * have an agency speaker * include your SR and the video (if available) Number 9 Ask Everyone to Give * most important part of campaign – the ask * remember, you’re asking for others, not yourself * personally contact each employee, don’t leave pledge card in their mailbox or on their desk
18. Steps, continued….. Number 10 Report Results * periodically report results so employees can see campaign progress (e-mails, thermometers) * let your co-workers know how they did * turn in pledge cards and reports to the CFC office Number 11 Wrap-up and Thank You * have an awards ceremony or celebration * evaluate your campaign and make notes for next year’s coordinator * thank employees, committee member and volunteers for their participation
19. How to Read the Agency Listings Agency Name 5 digit code EIN # Telephone Number 99999ABC Charity(501) 555-1234EIN #77-1234567 We provide food, clothing, shelter and job leads to homeless families. No person or family is turned away. 8.5% Q,L,X 25 word descriptive statement Taxonomy code Annual fund raising and administrative costs
20. Sample Pledge Card 2 1 1 1 2 2 4 4 1 2 4 3 3 3 3 4 5 5 5 7 7 7 7 5 6 6 6 6 8 8 9 8 9 9 8 9 1. Personal information Clearly print your name (Last, First) and check the appropriate box (military or civilian). 2. Federal Organization Name or abbreviation of the office you work for. Check the appropriate box. 3. Work information Provide the name of your agency and a daytime phone number. It will be helpful to the CFC auditors in case there is a question about your pledge. 4. Social Security Number Fill in your social security number to authorize payroll deduction. Your SSN will not be used by the CFC office. 5. Contribution amount For military payroll giving (12pay periods) or civilian payroll giving (26 pay periods), enter the AMOUNT of your gift per pay period, then the TOTAL GIFT amount for the year 2013. 6. Cash or check giving Please write in the amount of your gift. Make all checks payable to CFC or Combined Federal Campaign. 7. Designating your gift Fill in the five-digit code number of the charity or charities you prefer. The NEW FIVE-digit code numbers are listed, with the agencies’ names and descriptions, in the 2013 Charity Listing. Under ANNUAL AMOUNT, indicate how much of your total annual gift you want to go to each agency (Note: You may also write “IIII” for distribution to all charities listed in the international section. Undesignated funds distribution will be made in the same proportion as every agency’s overall designated percentage.) 8. Choose to release your information For your name to be released to designated charities, write in your name and provide the address you wish them to have. Without your authorization, the CFC office is prohibited from releasing your name to the organization(s) you support. Authorized names and address of donors will be forwarded to the recipient charities at the close of the campaign. 9. Sign and date the form If you are giving through payroll deduction, this authorizes your payroll office to begin deductions in January 2014.
21. Top 5 Common Errors 1. Illegible. If it is unreadable, the pledge may not be processed correctly. 2. Monthly gift is listed as the annual gift-when specifying your gift to each agency fill in the ANNUAL AMOUNT. 3. Designation to an invalid agency code. Pledges can only be made to agencies listed in this campaign’s charity listing. 4. Pledge card is not signed. Payroll deduction cannot be authorized if the pledge card is not signed. 5. Social Security Number or Employee ID is not provided – payroll deduction can not be authorized without the SSN/EID
22. CFC Pledging CFC donations are distributed ONLY to the charitable agencies that were designated by a donor. If a donor “Does Not Designate”, (i.e., leaves the designation area of the pledge card blank) their gift will be shared among all agencies in the brochure proportional to the amount that the agencies received in designations. Agency X = Received 3% of designations Agency X = Will receive 3% of undesignated funds
23. 1 2 7 a 3 b 4 5 a c b c d e 6
24. Keyworker turn in proceduresPledges received from donors should be turned in on a weekly basis to the designated campaign person (Campaign Coordinator, Sponsored Representative or PCFO Staff) Campaign Coordinators or Keyworkers are responsible for: 1 Distribution/Collection of Paper Pledge Card 2. Verifying that the pledge cards are legible and filled out completely and accurately 3. Ensuring that cash and check contributions, match the amounts indicated on the pledge forms and key worker envelope. 4. Verifying the total pledge matches the amount designated to the charity 5. Verify the use of five digit charity codes 6. Batching the pledge cards a) Copy #1 is for payroll office. Payroll deduction pledge cards are signed, and include SSN or EID.
25. b)Copy #2 is for PCFO.If it is a cash or check pledge secure to the yellow copy with paper clip (NO STAPLES!) and place in keyworker envelope) c) Copy #3 for the donor for tax records. If the donor turns in all 3 copies be sure to return this copy to the donor. 7. If a confidential pledge is made, it should not be recorded with any of the reported totals. Confidential envelops should remained sealed until processed by the PCFO. Simply put the number of confidential contributions made at the top of the keyworker envelope. 8. Campaign Coordinators turns keyworker envelope over to Sponsored Rep. or CFC Staff
26. IndividualAwards Patriot Giver $120 - $249 Supergiver $250 - $499 Hero Giver $500 - $999 Golden Eagle $1,000 and up

27. Leadership Donor Authorization Formfor donations over $1,000

    Whether the donor wants to be recognized or not, we request that the form be completed and sent to the CFC office. If permission is given, names and federal offices will appear in the 2014 Combined Federal Campaign Charity Listing and the United Way Pillars Book.

28. Information to Share

    Pick and choose from statistics, comments and the frequently asked questions and share with your co-workers.
29. How Effective is our CFC… In 2012 CFC of Greater Arkansas raised over $1,160,469 In 2012, CFC Campaigns raised over $258.3 million!
30. Be the One… YOU CAN MAKE A DIFFERENCE!
31. Questions & Answers