CAMPAIGN KEY WORKER TRAINING

1. ILLOWA Bi-State Combined Federal Campaign CAMPAIGN KEY WORKER TRAINING 53 Years of Caring

2. Learning Objectives By the end of today’s session, you will learn: • CFC overview, Campaign Goal and Campaign Theme • Role of the Key Worker • Giving options and regulations • Pledge processing procedures • Campaign tools and resources

3. CFC Overview and Campaign Plan

4. What is CFC? • CFC is the only authorized solicitation of the Federal employees in their workplaces on behalf of approved charitable organizations. • The CFC began in the early 1960’s to coordinate with the fundraising efforts of various charitable organizations so that the Federal donor would only be solicited once in the workplace and have the opportunity to make charitable contributions through payroll deduction. • Federal employees continue to make the CFC the largest and most successful workplace philanthropic fundraiser in the world. • Illiowa Bi-State region raised $401,096 in 2013 for local, national and international charities 2014 Campaign Dates: September 1 through December 15

5. Why Give? • Your donation through CFC enables you to help build healthier communities. • Just $1 a week buys…. • 50 hours of activities for seniors at a Center • 68 meals to low-income individuals • 36 hot meals delivered to homebound elderly • 12 elementary school students with trained volunteer tutors to help with reading and math • 10 children with bilingual beginning –to-read books to build early literacy skills • Three 30 minutes appointments for health assessment and counseling for individuals facing physical, developmental or mental health challenges.

6. 2014 Campaign Goal 2014 ILLOWA Bi-State CFC GOAL “100 percent ASK!”

7. 2014 Campaign Theme • Promotes the individual choice of donors to support personally relevant causes, while emphasizing the benefit of participation in a collective effort • Highlights the generosity and strength of the Federal workforce

8. Role of the Key Worker

9. 2014 Key Worker Goals • Ensure 100% ASK! with all employees • Increase number of donors and amount of gifts • Increase awareness about the impact of CFC on our community • Engage employees in the campaign with new creative ideas • Protect donor information and privacy

10. Here’s How • Make a personal commitment • Contact your assigned co-workers • Thank your donors

11. Making the Ask • In a national study, 800 Federal employees were interviewed: • 70% said they would donate to CFC • Only 49% gave that year The Key Worker never made “the Ask”

12. Giving Options and Regulations

13. Ways to Give • Payroll deduction via My PAY • Federal employees who have My PAY are able to pledge through the My PAY Website. • Payroll deduction – Pledge Form • For recurring gifts, spread across 12 monthly installments for the military or 26 pay periods for civilian employees. • Check or cash • For one-time gifts Give by payroll deduction, cash, or by check

14. Ways to Give • Designated • Use the 5-digit charity code • Undesignated • Distribution made in the same proportion as charities receiving designations • Confidential gifts • Place in a sealed envelope to Pledge Form Carrier

15. Personal Choice Select your charities of choice from CFC’s comprehensive list of more than 2,500 approved charitable organizations using: • Catalog of Caring • Printed catalog of charity list with sections for local, national and international organizations • Not distributed to every employee; donors can request copy from Keyworker • Online Charity Search • Searchable online database • Sort by name, keyword, location, administrative overhead rate, CFC code number or service category (e.g., health, disaster relief, education) • Accessible 24/7 at www.illowacfc.org • Universal Giving • New 2014 donation option that permits donors to pledge to a participating charity not matter where the donor is geographically located • List of UG charities is ONLY located online (MY PAY & EEX) • Enter the charity’s 5-digit code on your paper or online pledge.

16. Regulatory Restrictions What we cannot do: • Require 100% participation • Allow managers to solicit subordinates • Pressure colleagues to give a specific amount • Develop a list of non-contributors or contributors • Coerce fellow employees Reference: 5 CFR 950 Solicitation of Federal Civilian and Uniformed Service Personnel

17. ILLOWA Bi-State CFC Website • Information, FAQs and news about CFC • Online campaign resources available for customization and/or download • Campaign video with inspirational stories from fellow Federal workers • Training materials and videos • Personal stories/essays • Union Endorsement www.illowacfc.org

18. Pledge Processing Procedures

19. 2013 Sample Pledge Form

20. 2013 Sample Envelope

21. Campaign Tools and Resources

22. Key Worker Materials • Instructions-Key Worker Training • Pledge Form • Key Worker Envelopes • Marketing/Incentives • Catalogs/Brochures • Memorial Contribution Form (on website) • Poster

23. Catalog of Caring • Printed version • Provide limited copies to key person • Request donors to share with co-workers • Online version • Available as PDF and online searchable database at www.illowacfc.org

24. Donor Recognition • Marketing/Incentives • Stylus • Pizza cutter • Cord wrap

25. QUESTIONS

26. CFC Points of Contact • Local Federal Campaign Committee (LFCC) • See page 2 of the brochure • Loaned Executives • Mary McDonough, (309) 782-8348, mary.c.mcdonough4.civ@mail.mil • Ryan Hackbarth, (309) 782-8352, ryan.j.hackbarth.civ@mail.mil • Mia Eddy, (309) 782-8331, mia.c.eddy.civ@mail.mil