Welcome to
2013 CFC Coordinator Training
Coordinator Training Part 1
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Welcome – LFCC Chair, Barry Roberts
Video – “We are in this together”
CFC Overview and Structure
Agency Coordinator Role
Agency Keyworker Role
2013 Website – Big Role
Campaign Material
Barry Roberts
2013 LFCC Chair
Central Ohio West Virginia CFC
What is the CFC?
• CFC is the world’s largest and most successful annual
workplace fundraising campaign.
• There are more than 190 CFC’s throughout the country and
internationally that raise millions of dollars each year.
• To date federal employees have collected over $7 billion dollars
for local, national, and international charitable organizations.
• Pledges made by Federal civilian, postal and military donors
during the campaign season support eligible non–profit
organizations that provide health and human service benefits
throughout the world.
• The Central Ohio and WV CFC raised nearly $1.5 million dollars
during the 2012 campaign.
33 County Giving Area
Adams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia,
Guernsey, Highland, Hocking, Jackson, Lawrence, Licking, Logan, Madison,
Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross,
Scioto, Union, Vinton, and Washington counties in Ohio.
Cabell, Wayne and Wood counties in West Virginia.
Structure
OPM
CABINET
LFCC
PCFO
Local
Federal
Agencies
Loaned
Executive
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Chairperson
Coordinators
Key Workers
Project Officers
Sets Policy & Procedures
Leadership of LFCC
(Local Federal Campaign Committee)
Conducts Local Campaign
Manages Local Campaign
(Principal Combined Fund Organization)
Local, National
and
International
Charities
OPM (Office of Personnel Mgmt) Structure
Director, OPM
Elaine Kaplan
Director, CFC Operations
Keith Willingham
OPM
CFC Staff
Curtis Rumbaugh
Mary Capule
CherLynn Stevens
Marcus Glasgow
Publishes CFC Regulations
Establishes Timelines
Provides Direction and Guidance
Develops & Publishes National / International List
Establishes Rules on Local Application’s
Final Appeal
Audits
PCFO Responsibilities
Campaign Management
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Honor employee designations
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Help to ensure no employee is coerced
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Train Loaned Executives, Coordinators & Keyworkers
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Ensure no employee is questioned as to his or her
designation
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Prepare campaign materials (with LFCC approval)
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Fiscal Management & Audit Responsibilities
LFCC Responsibilities
Conducts the Local Campaign
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Encourage local Federal agencies to appoint Loaned Executives
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Encourage Agency Directors/CO’s to support the campaign
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Ensure that, to the extent possible, every federal employee is given an
opportunity to participate in the CFC (100% Contact)
Hires PCFO
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Approves Budget
Conducts Local Agency Eligibility
Provides Oversight of PCFO
Approves Campaign Material
Conducts Compliance Audit (Members from Federal Community)
Final Campaign Decisions
Liaison to Federal Agency Heads
Loaned Executive (LE) Responsibilities
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Promote and make presentations about CFC to employee groups as
requested.
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Deliver all material needed for employee campaigns including pledge
cards, brochures, report envelopes, and campaign posters.
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Ensure the CFC’s impact is demonstrated through the use of agency tours,
agency displays, speakers, and the use of the campaign video.
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Provide quality customer service to agency and campaign volunteers.
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Assist agency coordinators with planning, organizing and conducting
employee campaigns and meetings.
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Follow-up with CFC Agency Coordinators weekly or as needed.
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Act as a liaison between Agency and PFCO.
Elements of a Successful Coordinator
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Obtain support for the campaign from the Agency Head - CRITICAL
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Know the facts about CFC – bring the message “home” to your Agency
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Engage your Agency through events, communications, marketing, and
passionate Keyworkers and Captains
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Get to know your Loaned Executive & PCFO
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Recruit your team – Keyworkers, Captains, Helpers
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Train and support your team
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Drive employees to the campaign website and encourage online
pledging
Agency Coordinator Role
• Primary contact with Loaned Executives and PCFO
• Develops, schedules and implements the Agency campaign (via
awareness, marketing and special events).
• Develops and implements a schedule for employee “ask” meetings to
educate employees about the CFC.
• Assures that related “off-site” offices in the Agency are included in the
campaign.
• Reviews and analyzes the giving history and past campaign activities
of the agency.
• Recruits and trains campaign team (i.e.. Keyworkers & Captains - one
for every 15 to 20 employees).
Agency Coordinator Role
• Distributes all campaign materials, collects and audits pledge cards in
timely fashion.
• Communicates campaign progress, results and contacts assigned LE’s
to pick-up report envelopes to be taken to the Campaign Coordinating
Organization.
• Completes the campaign during the specified time period with followup as necessary.
• Works to create and distribute valuable recognition opportunities for
top donors as well as Keyworkers and Captains.
Agency Keyworker Role
• Liaison between employee and Agency Coordinator
• Key to any successful campaign with Agency with
large number of employees
• Must be willing to ‘reach out’ and become a
passionate ambassador for the Campaign
• Ideally, 1 Keyworker for every 15-20 employees
Campaign Website
www.cowvcfc.org
Campaign Materials
Campaign Website
www.cowvcfc.org
2013 Central Ohio
& West Virginia CFC
Charity Guide
Charity Posters
Pledge Card
Completing the Pledge Card
Instruct employees to use black ballpoint pen,
write in all capital letters and to press firmly!
3-Part Form:
1. Top page goes to your Payroll Office.
2. Middle page (white carbon copy) goes in the
Report Envelope.
3. Bottom page (pink carbon copy) to donor as
confirmation receipt.
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Campaign Website
www.cowvcfc.org
Campaign Report
Envelope
75.00
Key Points
Separate Civilian from
Military Pledge Cards
when adding pledges
Add total number of
“Items” in the envelope
DO NOT sign on
“Envelope Picked Up
By:” line
75.00
Donor Recognition Items
Bronze
Silver
$260-519.99
$520-779.99
Gold
Platinum
$780-1,039.99
$1,040 +
Campaign Website
www.cowvcfc.org
Donor Recognition Item Requests
Speaker Requests
Individual Speakers and Agency Fairs
https://uwco.wufoo.com/forms/public-sector-speaker-request/
Coordinator Training
Part 1 Conclusion
10 minute Break
Resume with Part 2
Campaign Website
www.cowvcfc.org
Coordinator Training
Part 2
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“Making Choices”
The IMPACT of the Fed Employee
Participation Level vs. Dollar Level
What You Will Hear
Keyworker Training & Recognition
Coordinator Training
Part 2 continued
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Coordinator Mentors
2013 Goals
Website Resources – Forms & Downloads
Questions
Final Notes
MAKING CHOICES….
Real life decisions.
What would YOU do?
The IMPACT of the Federal Employee
Nearly $260 Million put into our communities
• $1,472,400 contributed in 2012
• $341 average per Donor
• $28.42 per month
• Supports nearly 3000 Charities across the country
• Donor-driven – support what moves you
Campaign Website
www.cowvcfc.org
Participation Level vs. Dollar Level
1997 - 51.7%
$211.77/donor
2002 – 39%
2007 – 29.8%
2012 – 19%
$340.83/donor
PLEASE FOCUS ON PARTICIPATION!!!!!!
Six Elements of the Personal “Ask”
1. Be Passionate – it’s contagious
2. Be Confident
3. Listen to objections
4. Explain Why (bring it home – to your agency)
5. Ask to support a cause that connects with them
6. Say “THANK YOU” (Again, again & again)
How to Handle Objections
• Focus on Solutions to Objections
• Always Listen
• Never Let an objection lead to an argument
• Respond with Positive Solutions
• Turn Negatives into Positives
• Allow potential donors to verbalize opinions
• Don’t take “no thanks” personally!!
What you will hear. Responses to
Why People Don’t Give
FUTURE DONOR: I give to my own charities/church.
YOU: That’s great. Then you know how important it is to be charitable. Can
you please consider including our CFC agencies in your charitable giving?
FUTURE DONOR: I will not support management.
YOU: Your donation does not benefit management. This is your opportunity
to give to charity and support the community.
FUTURE DONOR: I don’t know where my money is going.
YOU: You have the ability to control exactly where you want your donation
to go. The charity will send you an acknowledgement if you like.
Keyworker Training & Recognition
KEYWORKER:
An assistant to the Agency Coordinator – assigned to a defined number of
coworkers – responsible for communicating the CFC message, providing
campaign materials, asking for support and help in collecting pledge forms.
Critical to the campaign success of larger agencies
• Connect - 1 Keyworker per 15-20 co-workers
• Be BOLD!! – Keyworkers must not be timid when asking for support
• Process – Keyworkers insure EVERY employee has a pledge form
• Thank – Keyworkers need to insure they THANK every donor, provide
campaign pin upon making a pledge to donate
Keyworker Training & Recognition
Recognition
As Coordinator, YOU are responsible for recognizing the
efforts of your Keyworkers. It is strongly encouraged to create
some form of recognition from yourself and/or Dept. Head.
• Nominate a “Keyworker of the Week” award throughout the
campaign – post in a public place (monitor, daily news)
• Provide a certificate of appreciation for all Keyworkers at the
conclusion of the campaign – presented by Dept. Head
STILL NOT SURE WHAT YOU
ARE IN FOR?
YOU ARE NOT ALONE.
Contact any of our newly formed, “Coordinator Mentors”
They have made themselves available to take you call or
email to help you in your efforts. These Coordinators
started just like you and are some of our most successful
Coordinators today.
2013 CFC GOAL
$1,100,000
From 4,020 OF DONORS
Campaign Website
www.cowvcfc.org
Resources and Downloads
• Resources
• Forms
• Training
WEBSITE RESOURCES & DOWNLOADS RESOURCES
• 2013 Charity Guide
• 2013 Campaign Poster (both versions)
• 2013 Campaign Video
• New Employee CFC Overview
WEBSITE RESOURCES & DOWNLOADS –
FORMS
• Fifth Third Bank – Cash conversion letter
• Donor Recognition Awards Form
• Gift/Prize Request
• Report Envelope Tracking Record
• Speaker Request Form
WEBSITE RESOURCES & DOWNLOADS –
TRAINING
• Coordinator Training PowerPoint
• What your contribution can DO
• PCFO Leaders, LE’s, Mentoring Coordinator Contact List
• Sample – Encouragement Letter from Director/Head
• Keyworker Training Package
• Nexus – usage training
• EEX – usage training
• MyPay – usage training
• Acronyms & Terms
• Campaign FUNDRAISING ideas
Questions?
FINAL NOTES
Loaned Executive “Meet & Greet” - Jennifer, Jan & Marty
Material Pick-Up
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Don’t leave without it!!!!
THANK YOU
THE SUCCESS OF THE CFC RESTS WITH YOU!!