2014 Keyworker Presentation (PowerPoint)

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Keyworkers
Make it
Possible
Name of Agency
Campaign Video
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Agenda
Welcome and Introductions
Objectives
The Campaign and Your Role
How To Make Your Pledge
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The Campaign and Your Role
Combined Federal Campaign History
• Established by President John F.
Kennedy in 1961
• World’s largest fundraising
campaign
• In 2013, our region raised $51
million for charities
• Nationwide, the CFC has raised
more than $2 billion for charity
over the past 52 years
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8 Tips for Being an Effective Keyworker
1) Reach out to EVERYONE!
2) Talk about the CFC in-person
3) Encourage payroll deduction
4) Understand online and paper
pledge options
5) Make giving personal
6) Maintain campaign integrity
7) Keep the campaign visible
8) Give thanks
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How to educate your peers about
CFC
•It is essential that you talk about CFC with every one of your
assigned co-workers – 100% ask
•Explain how easy it is to give
•Discuss how important it is for us to support our community and
give through the CFC
•Share a personal story
•Remind your co-workers that you are there to answer any
questions they may have
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Important Tips
• Our Goal is 100% Ask
• Give your co-workers a
chance to say YES!
• The best way to encourage
giving is through
conversation
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Your Approach to Co-Workers
• DO: Learn about the campaign; make your own gift;
understand campaign structures; connect with co-workers
in person
• ENGAGE: Share your own personal story; explain how
easy it is to give; cite relevant facts about the good work
done through CFC
• FOLLOW-UP
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Federal Regulations & Ethics
Federal agencies cannot:
•
Require 100% participation
• Allow managers to solicit their subordinates
• Pressure colleagues into giving
• Suggest donation amounts
• Develop a list of contributions OR non-contributors
• Coerce fellow employees
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Resources
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How to Make Your Pledge
Pledge and Designation Options
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Online Giving
• 24/7 availability from anywhere – www.cfcnca.org
• Reduces costs and increases the money going directly
to charities
• No paper to collect; no personal information to protect
Help Desk Support: support@cfcnca.org
202-465-7230
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Universal Giving
• Previously, donors could only give to
national/international charities, or approved
charities in their specific CFC region
• This year, CFCNCA donors will be able to give to
any CFC approved charity in any region in the
country
• The Universal Giving option is available through
online giving ONLY
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Using Nexus for the First Time
Register as a first time user
Select your agency
Enter your login and email information (remember
your login!)
Begin the pledge process
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EEX Agencies
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MyPay Agencies
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Paper Pledge Forms
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Pledge Form Carrier (Form 100)
Form 100s are
used for
processing paper
pledges and print
a paper pledge
transactions.
Form 100s are
also used to
process proceeds
from events.
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Processing Paper Pledges
Keep completed pledge forms secure at all times
Ensure the co-workers have filled out completely and
correctly
• All deduction amounts must match total annual
deduction amount
• Payroll deductions need an authorization signature
• Cash or check donations must be included, signed,
and made out to CFCNCA not the charity!
• Promptly turn in results to your Coordinator,
Campaign Manager or another designated
Campaign Worker to ensure the chain of custody of
CFCNCA deposits
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Processing Confidential Gifts
To process a confidential gift:
• Receive completed pledge form with
copy
• Place all items in a white envelope and
seal it
• Write CFCNCA reporting unit number on
front of the envelope
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How Do I Make the “Ask”?
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Thank You
For Making It
Possible!
Coordinator Responsibilities
The Following slides will show how the pledges are processed
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Deposit Bags for Coordinators
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Deposit Bags
After Keyworker verifies the totals and the
reporting unit number on the Form 100 the
Coordinator should double check these items
Coordinator then enters the Form 100
information in the “Deposit Bag” section of
Nexus
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Ordering Supplies in Nexus
Include as much information as possible in requests: POC, security,
height, stairs, logistics, etc.
If you need any supplies above the pre-calculated amounts, write it
in the miscellaneous notes section
Try to coordinate requests if possible – especially if there are
multiple agencies in the same building
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Ordering Supplies in Nexus
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Scheduling Charity Events
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Department/Agency Awards
Chairman’s Award
Participation Award
Honor Award
Campaign
Leadership Award
Merit Award
Summit Award
President’s Award
Million Dollar Circle
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Thank You for
Making it
Possible
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