SERVING our COUNTRY.
SUPPORTING our COMMUNITY.
2013 Unit Coordinator / Key
Worker Training
COMBINED FEDERAL CAMPAIGN
COORDINATOR /KEY WORKER TRAINING
AGENDA
CFC Facts / Kick-off Information
Developing Your Campaign Plan & Unit
Coordinator/Key Worker Training
The Responsibilities
The People
Components of Success
Support Materials & Questions
CFC FACTS & KICK-OFF INFO
CFC LEADERSHIP
LOCAL FEDERAL COORDINATING COMMITTEE
(LFCC) CO-CHAIRS
Senior Chief Bryan Terry and LT Matt Dowdy
CVWP, NAS Whidbey Island
PRINCIPAL COMBINED FUND ORGANIZATION
(PCFO)
Mrs. Amy Goza
CFC Director, United Way of Island County
Phone: (360)675-1778
CFC FACTS & KICK-OFF INFO
LFCC CO-CHAIR CONTACT INFO
 Senior Chief Terry, Bryan
bryan.terry@navy.mil; 360-257-6058
LT Dowdy, Matt
matt.dowdy@navy.mil; 360-257-3903
CFC FACTS & KICK-OFF INFO
KICK-OFF/CAMPAIGN DATES
MONDAY, SEPTEMBER 30
thru
FRIDAY, NOVEMBER 8
 Six (6) week campaign
 Limits solicitation
CFC FACTS & KICK-OFF INFO
FACT SHEET AND HISTORY
• Fundraising effort directed toward all Military,
Civil Services, and Federal Agencies.
• Federal community represented by 8,514
employees in Island County.
• Offers donors a choice of over 2,700 local,
national and international charities or
federations.
CFC FACTS & KICK-OFF INFO
FACT SHEET AND HISTORY - GOALS
2013
Raise $300,000
50% Federal employee participation
95% Payroll Deduction
100% Contact
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
Eligibility Criteria – ALL CHARITIES
Human health and welfare
Tax exempt - 501(c)(3)
IRS 990 Form
Annual audits if received over $100,000
Volunteer Board of Directors
Annual Reports to the Public (Federations
ONLY)
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
National Eligibility Criteria
Offers services in 15 or more states for 3
years, or several foreign countries
Apply directly to OPM Director
CFC FACTS & KICK-OFF INFO
HOW A CHARITY QUALIFIES FOR THE CFC
Local Eligibility Criteria
Substantial presence in local or adjacent area
Office open at least 15 hours/week
OR substantial statewide presence
Offer services in at least 30% of state or to at least
30% of state population
Apply to CFC of Island County LFCC
Applications reviewed by LFCC committee
CFC FACTS & KICK-OFF INFO
CFC RELATIONSHIP WITH UNITED WAY
Contracted to administer CFC.
Provides staff support for LFCC.
Develops literature and materials.
Receives and disburses funds.
Data processing and accounting.
Helps train federal volunteers.
CFC FACTS & KICK-OFF INFO
WORKPLACE VERSUS DIRECT GIVING
More money goes to service rather than
fundraising costs.
Provides steady, year-round income for
charities.
Larger gifts are possible through payroll
deductions.
Participating charities are held accountable.
Federal image and community pride.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
UNIT COORDINATOR JOB DESCRIPTION
Objective
Plan and implement effective CFC employee
campaign within your command/unit.
Criteria
Enthusiastic and positive about the CFC.
 Strong interpersonal and organizational
skills.
Well respected by co-workers and
management.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
WHY ARE WE HERE?
How many volunteered to help?
How many were signed up?
Who has done this before?
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
UNIT COORDINATOR RESPONSIBILITIES
Recruit enthusiastic team to help plan a wellorganized and successful campaign.
Work closely with LFCC Co-Chairs and CFC
Staff to establish goals and time frames.
Implement effective system for reporting
results and maintaining accurate records.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
UNIT COORDINATOR RESPONSIBILITIES
(cont.)
Oversee entire campaign
Follow up on all aspects of campaign.
Thank employees who contributed and members of
the campaign team.
Finalize campaign and submit reports by
November 8th.
Evaluate campaign and make
recommendations for next year.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
KEY COMPONENTS FOR SUCCESS
 OBTAIN EXECUTIVE & LABOR ENDORSEMENT
People follow their leaders – have command make
an endorsement for the campaign.
 CO’s letter in charity brochure.
 ESTABLISH AN EMPLOYEE CAMPAIGN GOAL
Base on past, size, and giving potential.
 DEVELOP A STRONG CAMPAIGN TEAM
Select Key Workers from all employee
groups/divisions.
 ENERGIZE AND PUBLICIZE YOUR CAMPAIGN
Emphasize donor education, publicity, and fun.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
KEY COMPONENTS FOR SUCCESS (cont.)
 MAKE THE 100% "ASK"
Every employee is asked to contribute – don’t just
distribute the pledge cards.
 REPORT THE RESULTS
Provide regular, accurate results to both your LFCC
Co-Chairs and command/agency.
 RECOGNIZE AND THANK EVERYONE
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
STEPS IN MAKING THE “100% ASK”
KNOW YOUR STUFF
MAKE YOUR OWN GIFT FIRST
MAKE PERSONAL CONTACT WITH
EVERYONE (1 on 1 if possible)
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
THE ART OF ASKING
Introduction
Needs in the community
(specific examples)
Answer Questions
Explain the Suggested Giving Guide
Ask for the pledge
THANK EVERYONE!
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Clearly Print Name: Last, First, MI.
Military or Civilian
Federal Agency
Office (Unit / Division or Payroll Office)
Full SSN (for payroll deduction ONLY)
Work address & Zip Code
Work phone
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
For Payroll Deduction Gift – MILITARY:
Minimum of $2.00/month ($1.00/pay period)
 For a minimum total of $24.00 (12 months)
Check EAOS.
 For those who have EAOS prior to December 2014, ensure
the number of months is changed to reflect the month
prior.
 If July 2014 EAOS, should be 6 months vice 12.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
For Payroll Deduction Gift – CIVILIAN:
Minimum of $1.00/per pay period
 For a minimum total of $26.00 (26 pay periods)
For Cash/Check Contributions:
Fill in annual/total amount
Make Checks payable to:
 “Combined Federal Campaign”
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Charity Code and Designated Gifts:
Fill in five-digit code(s).
 Found in the CFC of Island County Charity List
 No write-in charities.
 No code or incorrect code(s) – undesignated.
Write the total contribution for the year for
each agency in the box next to the agency code.
Be Careful: Dollars must add-up.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Information Release – optional
Signature and Date
For payroll deduction ONLY
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
HOW TO COMPLETE THE PLEDGE CARD
(CONT.)
Failure to fill in information will delay
processing.
If you have questions please contact:
Senior Chief Terry: 257-6058
LT Dowdy: 257-3903
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
FEDERAL REGULATIONS
1.
2.
3.
4.
Setting specific dollar goals per person is not allowed.
Setting a 100 percent participation goal is prohibited.
Supervisors may not solicit employees.
Do not display or post a list of contributors or noncontributors.
5. Please refrain from advocating for one agency over another –
allow the contributor to choose the agency which will receive
his/her gift.
6. Coercion is expressly forbidden in the CFC.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
REPORT THE RESULTS
Review the Pledge Cards
Return the pink copy to employee/donor
Ensure two (2) white copies and one (1)
yellow copy are still intact.
Verify that:
 Employee contribution is correctly calculated.
 For payroll deduction, full SSN is provided on
white copy, along with signature and date.
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
REPORT THE RESULTS (cont.)
Again, Review the Pledge Cards.
Arrange in alphabetic order and pledge type.
Prepare the Keyworker’s Report Envelope for
return to the LFCC.
Ensure tallies are correct.
Provide a contact Name and Phone Number.
LFCC Chair will need to forward copies of
pledge cards to PSD/payroll office.
Verify Civilian employees’ payroll office(s).
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
PLEDGE CARD DROPOFF
When & Where:
Convergence Zone
Tuesdays, October 8 thru November 5
1300-1400
Please check email updates
www.cfcisland.org/campaign.htm
Don’t Drop and Run.
Cash will be counted in front of Co-Chairs or
assigned assistant(s).
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
BASIC CAMPAIGN CHALLENGES TO AVOID
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Start too late.
No timetable.
Not enough volunteers (Key Workers).
No campaign plan.
Lack of enthusiasm.
No publicity/visibility.
Not setting a reachable or optimistic goal.
Not using CFC materials to your advantage.
Lack of organized labor support.
Not using the Suggested Giving Guide correctly..
DEVELOPING YOUR CAMPAIGN
PLAN & TRAINING
BASIC CAMPAIGN CHALLENGES TO AVOID
(cont.)
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
Lack of fun events and friendly competition.
Reliance on "in box" solicitation.
Not enough emphasis on payroll deduction.
Not making 100% personal contact.
Ineffective group solicitations.
Lack of training for Key Workers and volunteers.
Defeatist attitude.
Prolonged campaign.
Inability to "ask."
Failure to say "Thank You."
SUPPORT MATERIALS & QUESTIONS
LIST OF SUPPLIES/MATERIALS
Ratio per employee
1. Pledge cards
1 per employee
2. Campaign report sheet with envelope
1 to start
3. CFC contributor's brochure/charity list
1 per 3-5 employees
4. Unit Coordinator / Key Worker handbook
1 per attendee
5. Goal thermometer
as needed
SUPPORT MATERIALS & QUESTIONS
QUESTIONS??