CFC Marketing Training Slides

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Potomac Combined Federal
Campaign
www.potomaccfc.org
TODAY’S AGENDA
 Information about the Combined Federal Campaign and the
Potomac CFC
 Information about Federal Employees in the Potomac CFC
 Use of CFC Logo and Number
 Agency Fairs – Do’s & Don’ts and Tips
 Speaking Engagements – Do’s & Don’ts and Tips
 Universal Giving
 2016 Changes to the CFC
 Questions???
 Feedback/evaluation
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COMBINED FEDERAL CAMPAIGN
 Only authorized solicitation of federal civilian employees
and military service members in the workplace.
 Administered and regulated by the Office of Personnel
Management (OPM).
 For more information: www.opm.gov/cfc.
 Organizations must apply annually for participation in the
CFC and you must be accepted to participate – There are no
write-ins!
 As an approved agency, you will be invited to Agency Fairs
and Speaking Engagements through Constant Contact.
 Follow the Potomac CFC Campaign highlights on our website
at www.potomaccfc.org and Facebook.
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COMBINED FEDERAL CAMPAIGN
 CFC is divided into geographic regions and is a separately run
campaign.
 Potomac CFC includes federal facilities (civilian and military)
located in the counties of King George, Essex, King and
Queen, Lancaster, Northumberland, Richmond,
Westmoreland, Caroline, Stafford, Spotsylvania, Fauquier,
Culpeper, Orange, Rappahannock and Madison and the City
of Fredericksburg. Military installations include Quantico
MCB, Dahlgren Naval Base, and AP Hill.
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LOCAL MANAGEMENT OF POTOMAC CFC
 Potomac CFC is managed by the Local Federal Coordinating
Committee (LFCC).
 LFCC is a group of federal military and civilian personnel
from military bases/federal offices in the Potomac CFC.
 LFCC is the decision-making group for the Potomac CFC.
 The Principal Combined Fund Organization or PCFO is the
fiscal agent for the Potomac CFC
 Rappahannock United Way is the PCFO for the Potomac CFC
If you have any comments, suggestions or questions,
please contact us!
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DEMOGRAPHICS OF POTOMAC CFC
Military Installations and Other Federal Government Offices
 Marine Corps Base Quantico – 12,423 employees
 634 donors
 Russell Knox Building – 1,699 employees
 266 donors
 Dahlgren – 5,564 employees
 400 donors
 Ft. A.P. Hill – 316 employees
 19 donors
 Federal Aviation Administration/United States Post Office/National Park
Service/Office of Personnel Management/Social Security
Administration/Department of Veterans Affairs – 623 employees
 53 donors
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CFC CODE & LOGO

Your 5-digit CFC Code is your most important marketing tool

Stays the same as long as your organization is eligible

CFC Code SHOULD be used on marketing and promotional materials, brochures,
websites, newsletters, facebook pages

If you don’t have your 5-digit CFC code on your materials already (and can’t
afford to print new ones)?
 Use labels, print your CFC #, and affix to brochures
 Have a rubber stamp made with CFC logo and 5-digit code
 Apply to your letterhead, newsletters, special event flyers, etc…

Use of CFC Logo
 For information on CFC Logo Usage, please go to www.opm.gov/cfc and click
on “CFC Logo Download”. Read User Agreement and follow instructions.
 Be Aware of Brand Standards (also available on the website).
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THE THREE C’S OF THE CFC
Choice
 Potomac CFC Brochure offers around 100 Local Charities
and over 400 National/International Charities
 NEW – Online Universal Giving List (Offers 24,000 Charities)
Convenience
 Payroll deduction – NOW through MyPay and EEX
Choice
 Credit card pledging through CFC Nexus
 Paper pledging
Convenience
Credibility
 All charities have been vetted by LFCC
Credibility
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CAMPAIGN EVENTS
Agency Fairs
 Agency HQ’s
 Conference Rooms
 Smaller agencies
 Leadership Groups
 Staff Meetings
Speaking Engagements
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Key Worker Training
During PT
Military Training Schools
Kick-offs/Agency Fairs
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DO’S AND DON’TS OF AGENCY FAIRS
DO Respond to Kick-off and Agency Fair invitations immediately.
 Security Issues
 Space Issues
 Space at Agency Fairs is on a first come first serve basis.
 Please only pick your first choice, if it is full, choose an alternative.
 We will send you all details after you register.
DO BE ON TIME!
 Please arrive/leave at listed arrival/departure time!
 Know where you are going
 Know your audience
 Leave time for Security Issues
Do Bring a Display that is ENGAGING to Donors!
 You will be sharing a table so make your display compact and easy to put up and down
 Don’t come early or leave early
 Bring a dolly/cart
 Donors love give-aways – bags, candy, pens, sticky notes, stress balls, etc…
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MARKETING AT AGENCY FAIRS
Type of Displays
 The more interactive the better
 Use pictures
 Bring an organized, easy to see display that fits on ½ of a 6-8 foot table
 Bring hand-outs that are concise and interesting
 Bring business cards
Give Away Items
 Bring catchy brochures
 Bring plenty (will let you know potential attendance in invitation).
 If no CFC number, use labels with your CFC number
 Find something original – bags, candy, pens, stress balls, anything with American flags,
coasters
Be Creative!
 Interactive information
 If you are an animal charity, bring animals!
 Pictures/stories/music
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TIPS FOR AGENCY FAIRS
What to Wear
 Some federal offices have a formal, business attire dress code
 Some have more business casual attire – Find out what is acceptable
 Check the event information we send you, it should include instructions
about dress
Who to Send
 Send trained staff, not just seat fillers!
• Train your staff and volunteers on your agency’s mission, vision and goals
 Encourage your staff/volunteers to share your agency’s success stories
• Not just for agency fairs but for interaction outside of the CFC events
 Only CFC approved charities/staff should attend
• Cannot “piggy-back” other charities on to CFC at Agency Fairs (unless a
federation)
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2012 AGENCY FAIR AT MCB-QUANTICO
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SPEAKING ENGAGEMENTS – DO’S AND DON’TS
DO Dress Appropriately
 Check with your CFC Campaign Manager
DO Arrive on Time
 Leave enough time to get through security
DO Prepare
 Send a speaker who knows about your agency inside and out!
 Know where you are going
 Know your audience
 Speak for the allotted amount of time; May be more than 1 speaker
 Provide limited statistics
 Be familiar with the CFC – the 3 C’s
DON’T Go Over Your Time Limit
 Stick to the allotted time – Don’t ramble/be repetitive
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TIPS FOR SPEAKING ENGAGEMENTS
Tell an engaging story

Agency Success Stories – speaker with a personal story

Demonstrate Outcomes
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Relate to the audience
Allow time for questions and answers
 Provide concise answers
 Know your stats! – What do they mean and what do they represent?
Be ready to go at a moments notice
 Sometimes we get last minute requests…..be ready!
 Be sure that the speaker knows about your agency
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THE ELEVATOR (OR AGENCY FAIR) SPEECH
Who are you?
What is my Agency’s Mission?
 Be specific and detailed
Why are you passionate about your Agency?
 Describe your programs and services in your own words
 How does the CFC help your agency?
Be Enthusiastic!
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SPEECH OUTLINE* - WHERE DO I START?
Philanthropy in General
 35% - About giving and your agency
Your Charity
 35% - Success Story from your agency
Show enthusiasm and passion
 25% - CFC information & how CFC helps agencies in general
Make it personal
 5% - Make the Ask and Thank Donors
*COURTESY OF HEARTLAND CFC
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WRITING A SPEECH*

Determine speech’s objective

Tailor speech to your audience

Beginning – lay the groundwork
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Middle – the meat of the story

Ending – give a summary
 Make the ASK - #1 reason people don’t give?
 THANK attendees

Allow time for questions
*COURTESY OF HEARTLAND CFC
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GIVE IT A TRY!*
Keyworker Training
25 - 50 people in attendance
Mix of mid-level and entry level
employees
Many have attended this training
previously
5 minutes allotted time
What do you say?
*COURTESY OF HEARTLAND CFC
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2015 CAMPAIGN CALENDAR
August
Key Worker Training
Material Distribution
September 1
2015 Campaign Solicitation Period Begins
September
MCB Quantico Dodgeball Tournament Kick-off and Agency Fair
September
Russell Knox Building Kick-off and Agency Fair
September
Dahlgren Kick-off and Agency Fair
September
FAA Kick-off and Agency Fair
October
AP Hill Kick-off and Agency Fair
October
Campaign Solicitation
November
Campaign Solicitation
December 15
2015 Campaign Solicitation Period Ends
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2016 CFC CHANGES
The 2016 Combined Federal Campaign will have the following changes:
 The Potomac CFC and the N. Shenandoah Valley CFC will join with the
National Capital Area CFC to be one campaign.
 OPM has contracted for a Central Campaign Administrator (CCA)
starting with the 2016 campaign.
 The CCA will handle charity applications and payments to charities.
 There maybe up to five different CCAs based on the federal payroll
offices. Final decision has not been announced yet by OPM.
 All CFC applications will be submitted electronically to one CCA. There
will be a non-refundable application fee and a listing fee if you are
approved. These fees will be paid up front. There could also be a
disbursing fee. Fee schedules have not been established yet. OPM is
hoping to have this information available in the August timeframe.
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2016 CFC CHANGES (CONT’D)
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One deadline for all CFC applications. Probably be in January
timeframe.
CCA will coordinate with organizations on applications submitted.
There will be no completeness review done on applications.
Charity training will be done through online videos.
For organizations with revenue over $100,000 but less than $250,00 a
financial review will be required instead of a financial audit.
The 25 word statement will change to 25 character statement.
Full application will only be required every 3 years for returning
charities. These charities will only have to recertify and submit IRS
Form 990 each of the next two years.
 Approvals will be sent via e-mail from CCA to organizations.
 Denials will be sent via e-mail instead of certified mail from CCA.
 All appeals will be handled by OPM. No local appeals.
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2016 CFC CHANGES (CONT’D)
 CCA will send out designation and donor reports to organizations.
 There will be no undesignated pledges starting with the 2016
campaign.
 Universal Giving will continue in future campaign years.
 The LFCC can hire a Outreach Coordinator to handle the marketing
materials and events for each CFC campaign or they can handle
this themselves.
 OPM will be providing more information as the year goes along.
 Charities will receive information on CFC changes as they become
available. This will be done using the e-mail address on your CFC
applications.
 Please let the Potomac CFC know if your e-mail address or agency
contact information changes.
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QUESTIONS/COMMENTS?
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FEEDBACK AND EVALUATION
We want to hear from you and get you suggestions and ideas!
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Call us if you have questions or ideas on how to make the training
better.
Complete the evaluation.
 The evaluation will be emailed to you.
 Just click on the link and complete the evaluation.
Thank you for attending!
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CONTACT INFORMATION
Sharon Patrick, CFC Campaign Manager
spatrick@rappahannockunitedway.org
540-373-3310 Ext. 318
3310 Shannon Park Drive
Fredericksburg, VA 22408
www.potomaccfc.org
Potomac Combined Federal
Campaign (CFC)
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