Keyworkers Make it Possible Name of Agency Campaign Video 2 www.cfcnca.org Agenda Welcome and Introductions Objectives The Campaign and Your Role How To Make Your Pledge 3 www.cfcnca.org 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 5 www.cfcnca.org 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 6 www.cfcnca.org 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 7 www.cfcnca.org 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 8 www.cfcnca.org 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 9 www.cfcnca.org 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 10 www.cfcnca.org Resources 11 www.cfcnca.org How to Make Your Pledge Pledge and Designation Options 13 www.cfcnca.org 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 14 www.cfcnca.org 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 15 www.cfcnca.org 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 16 www.cfcnca.org 17 www.cfcnca.org EEX Agencies 18 www.cfcnca.org MyPay Agencies 19 www.cfcnca.org Paper Pledge Forms 20 www.cfcnca.org 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. 21 www.cfcnca.org 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 22 www.cfcnca.org 23 www.cfcnca.org 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 24 www.cfcnca.org How Do I Make the “Ask”? 25 www.cfcnca.org LE OR CM Contact Information Contact Name LE@cfcnca.org CFCNCA Line – (202) 465-7200 Direct Line – (202) 465 - XXXX 26 www.cfcnca.org Thank You For Making It Possible! Coordinator Responsibilities The Following slides will show how the pledges are processed 28 www.cfcnca.org Deposit Bags for Coordinators 29 www.cfcnca.org 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 30 www.cfcnca.org 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 31 www.cfcnca.org Ordering Supplies in Nexus 32 www.cfcnca.org Scheduling Charity Events 33 www.cfcnca.org Department/Agency Awards Chairman’s Award Participation Award Honor Award Campaign Leadership Award Merit Award Summit Award President’s Award Million Dollar Circle 34 www.cfcnca.org Thank You for Making it Possible