CFC Campaign Coordinator Training Mission Statement The mission of the Combined Federal Campaign is to support and promote philanthropy through a voluntary program that is employee-focused, costefficient and effective in providing all Federal employees the opportunity to improve the quality of life for all. WHAT IS THE CFC? The Story • Prior to the 1950’s, on the job fundraising in the federal workplace was uncontrolled: • 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 WHAT IS THE CFC? The Story cont. • In 1961, President Kennedy gave formal authority to permit fundraising in the Federal workplace • In 1964 the first “campaigns” 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 Organization Chart OPM Office of Personnel Management LFCC Local Federation Coordinating Committee PCFO Principal Combined Fund Organization Sponsored Representatives Campaign Coordinators Keyworkers (or committee members) LFCC- Local Federating Coordinating Committee 2014 Local Federal Coordinating Committee Board Member and Title Agency CHAIR -Robert Crawford (Bob), Administrative Officer TSA-Arkansas Shannon Saucy , State Family Program Director Arkansas National Guard Renee Fair, Meteorologist In Charge National Weather Service E. Caroline Schaefer, Administrative Officer-Arkansas IRS Sandra Otto, Division Administrator Federal Highway Administration Nique Carrington, Director US SBA– Commercial Loan Service Jessica L. Lee, Attorney Advisor Housing & Urban Dev- FHA William A. Cash, Jr. (Bill), Director Little Rock Area Office - EEOC Eric McKisick, District Manager SSA - Sherwood Ben Toman, Group Supervisor SSA -(ODAR) Jackie Flowers, Chief, Internal Review and Audit Pine Bluff Arsenal, JMPB-IA Wanda Shull, Public Affairs Officer Veterans Health Care System of the Ozarks Seritia Clark, Manager of Human Resources USPS - Arkansas PCFO – Heart of Arkansas United Way President – John Nazzaro 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 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 Eliminates year-round solicitation by charitable organizations of Federal employees in the Federal workplace. Why the CFC? 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. Offers a donor the convenience of using payroll deduction to make charitable contributions. What’s New at the CFC? • Proposed changes • Campaign dates • Fee for nonprofits to be included • Move to a regional concept and elimination of Local CFC • Current Changes • Universal Giving • myPay Highlights on facebook and website for this campaign • LFCC • Coordinators • Federal agencies •Who, what, where, when, why The MAGIC of Payroll Deduction 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 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 Eagle level, $1000 or more Number 2 Review and Evaluate • Analyze past campaigns and endorse goal • Meet with your Sponsored Representative & Key Workers • Develop a campaign strategy and time table Steps to a Successful Campaign 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 Sponsored Representative for help Steps to a Successful Campaign Number 5 Set Campaign Goal Number 6 Publicize Your Campaign • Strive for 100% contact (not participation) • Posters, emails, agency fairs, regular meetings • Establish a goal that provides motivation and a sense of accomplishment (challenge your office) • Social Media Steps to a Successful Campaign Number 7 Utilize CFC Resources For coordinators: • Sponsored Representatives and CFC staff • Agency speakers &/or tours For employees: • Campaign Supplies • Charity listing • Pledge card • 2013 annual report • Golden Eagle Report Steps to a Successful Campaign Utilize CFC Resources Campaign Supplies: • goal thermometers • theme posters • balloons • keyworker report envelopes • nonprofit brochures Steps to a Successful Campaign Number 8 Employee Meetings • Most effective way to reach employees • Have an agency speaker (contact SR for speakers) • Include your SR 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 Steps to a Successful Campaign Number 10 Report Results Number 11 Wrap-up and Thank You • Periodically report results of campaign progress with emails and thermometers • Have an awards ceremony or celebration • Let your co-workers know how they did • Turn in pledge cards and reports to the CFC office • Hot Wash - evaluate your campaign and make notes for the next coordinator • Thank employees, committee member and volunteers for their participation In the loop… Select and Share FAQs Share information! Interesting comments Sample statistics Recognition Awards Agency Awards Individual Awards Patriot Giver Super giver $120 $249 $250 $499 Hero Giver $500 $999 Golden Eagle $1,000 and up Gold Award: $125 + per capita Silver Award: $90 -124 per capita Bronze Award: $60 - 90 per capita Six Highest Average Campaigns (minimum of 30% participation) Six Largest Campaigns How to Read the Agency Listings Agency Name 5 digit code Telephone Number EIN # 99999 ABC Charity (501) 555-1234 EIN #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 Taxonomy code Annual fund raising and administrative costs 25 word descriptive statement Sample Pledge Card 1 1 3 3 3 11 5 5 5 6 5 6 6 7 44 4 4 77 7 6 8 8 8 3 2 22 2 8 9 9 9 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 2015. 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 2014 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 2015. Top 6 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 be made to any CFC agencies approved by OPM office. 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 6. Eagle Donor Authorization forms Whether the donor wants to be recognized or not, we request that the form be completed and sent to the CFC office. P.O. Box 798 North Little Rock, AR 72115 Combined Federal Campaign of Greater Arkansas www.cfcgreaterarkansas.org Phone: (501) 376-4567 Fax: (501) 376-7607 (for donations over $1000) Whether you want to be recognized or not, please complete and return this form to your CFC Coordinator. Thank you. Your total contribution for 2014: $_______________________ for donations over $1,000 NO, I do not wish to be publicly thanked as an Eagle giver. Your name (please print): ______________________________________________________ YES, I would like to be publicly thanked as an Eagle giver. Your name will not be listed unless this box is checked and the information below is completed. The listing includes only your name and federal organization, no address. If you mark YES your name will be published in next year’s CFC Agency Resource Guide and in the United Way Pillars Book. ________________________________________________ Name as you want it listed ________________________ Affiliation (business name) ________________________________________________ Signature Instruction for CFC Coordinator: Please ask ALL leadership donors (at the time of their pledge) to complete this form. Attach it to the pledge card & return to the CFC in the Keyworker Report Envelop. You may also fax it to: (501) 376-7607. If permission is given, names and federal offices will appear in the 2013 Combined Federal Campaign Charity Listing and the United Way Pillars Book. 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. Online Giving NEXUS – online giving • Administrative access • Password Creation • Coordinators Reporting Responsibilities • Reports to Coordinator payroll (you) • Reports to CFC myPay – online giving • Used across three payroll systems: • DCPS (Civilians) • DJMS (Army, Navy and Air Force) • MCTFS (Marines) • DoD • Mil Pay • Civ Pay • Others (subject to change) • • • • • Veterans Administration Executive Office of the President Department of Energy Health and Human Services Broadcasting Board of Governors • Maximum allowable total donation for military personnel is $833/month. For donations higher than that, military donors should use a paper pledge form myPay – online giving Code 0072 Time Maximum of 30 minutes or times out Search By Charity # By Charity name Contributions Up to 30 organizations Keyworker Turn In Procedures Pledges received from donors should be turned in on a weekly basis to the designated campaign person (Campaign Coordinator, Sponsored Representative or PCFO Staff) Keyworker Turn In Procedures Distribution/Collection of Paper Pledge Card Verify that the pledge cards are legible and filled out completely and accurately Ensure that cash and check contributions match pledge forms and key worker envelope Verify the total pledge matches the amount designated to the charity Keyworker Turn In Procedures Verify the use of five digit charity codes Batching the pledge cards Campaign Coordinators turn keyworker envelope over to Sponsored Rep. or CFC Staff or contact them for pick-up • Copy #1 is for Payroll office. Payroll deduction pledge cards are signed and include SSN or EID • Electronic Pledges • Copy #2 is for Report Envelopes. Secure cash or check to the yellow copy with paper clip - NO STAPLES! • Copy #3 for the donor for tax records. Individual Awards Patriot Giver $120 - $249 Supergiver $250 - $499 Hero Giver $500 - $999 Golden Eagle $1,000 and up How Effective is our CFC… $1 a week will provide… A set of special utensils and dinnerware for children with cerebral palsy 4 nights of emergency shelter for a homeless person Questions or comments? Please tell us your best practices. Thank you…from our heart to yours! www.cfcgreaterarkansas.org Like us on Facebook - CFC Greater Arkansas