IC Deputy and Assistant Coordinator Training September 11, 2013 Lipsett Amphitheater NIH Clinical Center, Building 10

1. IC Deputy and Assistant Coordinator Training September 11, 2013 Lipsett AmphitheaterNIH Clinical Center, Building 10

2. Thank you very much for serving as an IC Deputy or Assistant Campaign Manager. Your leadership will make it possible for NIH employees to make a tangible difference in our community and beyond.

3. Jenny Czajkowski NIAAA Deputy Executive Officer NIH CFC 2013 Deputy Campaign Manager

4. Combined Federal Campaign of the National Capital Area (CFCNCA) Campaign Leadership • Dr. Collins, NIH Director and Campaign Chair • Dr. Warren, NIAAA Acting Director and Campaign Vice Chair • Keith Lamirande, NIAAA Executive Officer and NIH Campaign Manager • IC Executive Officers: Campaign Coordinators • Deputy and Assistant Coordinator • Keyworkers

5. Goals • Why have goals? • Motivate • Serve as Benchmark

6. About the CFC • Federal Government workplace giving campaign • All Federal employees are given the opportunity to participate Contractors and retired employees may participate on their own initiative. • Fully voluntary—no requirement to give • We are part of the CFC of the National Capital Area (CFCNCA) • Choice of 4,400 charities • Makes a difference 2012 CFCNCA raised nearly $62 million

7. Why give through CFC? • Quality and Choice • Giving Made Easy • Maximize the power of community—Many individual pledges result in greater sum donations to the charities

8. What Campaign Workers Do: • Make sure every one in the NIH community is aware of the campaign • Give each employee access to a pledge form and the campaign catalog

9. Marketing Helps Make It Possible Amy Ginsburg Marketing Director, CFCNCA

10. Celebrating the federal worker who makes it all possible… • The 2013 CFCNCA marketing materials: • honor federal employees who are genuine philanthropists, donating more than $7 billion nationally to their favorite causes through the Combined Federal Campaign. • link CFC pledges to real outcomes that demonstrate the tangible difference that results from supporting the CFC www.cfcnca.org

11. Social Media • #CFCNCA – It’s a conversation, not a lecture • FACEBOOK - Combined Federal Campaign of the National Capital Area • ‘Like’ our Facebook page • Tag us on your posts and photos using @Combined Federal Campaign of the National Capital Area • Share ourposts on personal pages and agency pages • TWITTER - CFCNCA • Follow our Twitter feed • Re-tweet • Include @CFCNCA in all your posts • Include #CFCNCA in all your posts • INSTAGRAM – TheCFCNCA • Upload campaign photos • Tag #CFCNCA on photos • FLICKR – CFCNCA 2013 • Upload campaign photos • Tag @CFCNCA 2013 on photos • Tag #CFCNCA on photos www.cfcnca.org

12. Sharing Your Story • You and other fans of the CFC can share your personal CFC story. • Create a 30-second video that describes what you make possible through your CFC contribution, then upload your video to our Shared Stories Video Wall at www.cfcnca.org www.cfcnca.org

13. Posters www.cfcnca.org

14. Posters www.cfcnca.org

15. Posters www.cfcnca.org

16. Posters www.cfcnca.org

17. Posters www.cfcnca.org

18. Campaign Cards www.cfcnca.org

19. Campaign Cards www.cfcnca.org

20. Campaign Cards www.cfcnca.org

21. Second Touch Card www.cfcnca.org

22. Keyworker Guide www.cfcnca.org

23. Pledge Form www.cfcnca.org

24. Catalog of Caring www.cfcnca.org

25. Campaign Timeline • Late September-early October • Recruit and train Keyworkers • Coordinators plan activities and promotions for their IC • October • NIH CFC Kickoff, Wednesday, October 2, 11 to 1, in front of Building One • Keyworkers make first contact • November • Keyworkers follow up with their contacts • Continue momentum within your IC • December • Final push • January • Continue accepting contributions • February, March • Awards and recognition for Campaign workers

26. Deputy Coordinator Role • Hands-on leader for your IC’s campaign • Lead your ICs CFC team • Recruit, train, supervise, and thank your IC’s Keyworkers • Manage the distribution of supplies • Promote the CFC within your IC • Report contributions weekly • Keep your IC’s campaign on track towards IC’s goal

27. Supplies • 2013 Catalog of Caring • Campaign card • Pledge Form • Second Touch Campaign Card • Other supplies include How to Order Supplies? Monica Hanson will contact each Deputy Coordinator regarding supplies. • Posters • Donor Stickers • Pledge Form Carriers (form 100) • CFC Deposit Bags (form 300) • Keyworker Training Kits • Eagle Pins

28. Keyworkers • Recruit good Keyworkers, ideally one Keyworker for every 15-20 employees • Engage and Support your Keyworkers • Organize Keyworker Training • Provide tools for success (supplies, contact lists, feedback) • Communicate weekly with your Keyworkers • Recognize and thank your Keyworkers • Personally thank every Keyworker for their efforts • CFCNCA Keyworker Certificate of Appreciation

29. Keyworkers Training • Follow instructions in your folder • Step-by-Step Instructions in your handouts • Use Outlook Meeting Request to see available times • Ask your EO to stop by to personally thank Keyworkers • Have your supplies ready. Give each Keyworker • List of contacts • Keyworker Kit • Enough supplies for their contacts

30. Promoting the CFC • NIH-wide activities • Weekly EO communications • NIH-wide email messages • NIH CFC Kickoff • Posters, Banners, Goal Charts • Regional charity fairs • cfc.nih.gov website • NIH_CFC on Twitter • IC Director’s Challenge (Video Contest) • Your IC’s activities • Keyworker Training • IC-wide messages • Create a campaign presence: posters, catalogs, etc. • Events and activities • Keyworkers

31. Break

32. Online Giving Update CFCNCA is using a new online giving and reporting system. CFC Nexus (Replaces Manage)

33. CFC Nexus • Sondra Kendrick, CFCNCA Loaned Executive

34. Collecting and Reporting • Step-by-Step instructions in your handout • For veterans, similar to past years

35. Reporting Contributions Coordinators manage pledge collection and reporting • Keyworkers collect paper pledges from their contacts • Traditional Paper Pledge forms • Forms completed online at CFCNCA.org and then printed • Deputy and Assistant Coordinators collect from Keyworkers each week • Double Check • check white and yellow carriers for accuracy and completeness • Confidential gifts in sealed envelopes stapled to outside of white carriers

36. Reporting Contributions • Complete the Deposit Form (form 200) through CFC Nexus • Place white pledge card carriers in plastic deposit bag • Place printed Deposit Form (form 200) in the small front pocket of the plastic deposit bag • Attach yellow pockets to the outside of the plastic deposit bag (NIAAA will deliver the yellow pockets to NIH payroll for you)

37. Thursday is NIH Report Day • Prepare your deposits weekly • Submit your deposits • On campus: Deliver your plastic deposit bag(s) to the NIH Federal Credit Union Branch in Building 31. • Off campus: Follow the off-campus pick up schedule • Questions? Problems? Concerns? Please call us 301-496-7126 or 703-407-1909

38. Event Calendar • September 27 CFCNCA’s Red, White, and Blue Day • October 2 NIH CFC 2013 Kickoff, Building 1 • October 10 First NIH Report Day • October 31 R&W Annual CFC Halloween Event, Building 31 • November NIH Annual IC Director’s Challenge • December R&W Annual CFC Drawing • March 5, 2014NIH CFC Awards Ceremony

39. Best Practices • Recruit your team and make a plan • Manage and support your Keyworkers • Focus on 100% ask • Jump start your campaign • Build and maintain momentum with poster, emails, events, follow-up • Wrap it up

40. Help and Support • Contact CFCNCA for CFC Nexus and pledging questions: • Visit www.cfcnca.org   • Email support@cfcnca.org Send a copy (cc) to our HHS Loaned Executive Sondra Kendrick, email Sondra.Kendrick@cfcnca.org • Call the CFCNCA Help Desk, (202) 465-7230. • Contact NIH CFC for Training, Supplies, Events • Visit NIH’s CFC website: cfc.nih.gov • Send an email to our help desk: nihcfc2013@mail.nih.gov • Call the NIH CFC Office at 301-496-7126 • Call Christine Brake 703-407-1909 or email brakec@mail.nih.gov • Call Monica Hanson 301-792-5673 or email monica.hanson@nih.gov

41. Getting Started • Meet with former campaign workers. • Coordinate with Monica Hanson to order CFC supplies for your IC. • Meet with your Executive Officer; Schedule regular communications to report on your IC’s weekly progress. • Recruit Keyworkers and set up Keyworker Training.