What we can do together!

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What we can do together!
Welcome to the 2015 Florida Panhandle
Combined Federal Campaign (CFC)
Coordinator/Key Worker Training
We are glad to have you on our TEAM!
www.FloridaPanhandle-CFC.org
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Agenda
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 Introductions
 CFC Terms
 CFC Organization
 Purpose/Mission Statement
 Who’s CFC is it?
 3-Values of the CFC
 Coordinator/Key Worker Roles
 The Ask (w/video)
 Myth and How to Handle
 Pledging Overview (paper and Online)
 Key/Techniques/6 NO’s of CFC
 Campaign Timeline (overview)
 Questions
www.FloridaPanhandle-CFC.org
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CFC Terms
OPM: Office of Personnel Management
LFCC: Local Federal Coordinating Committee
PCFO: Principal Combined Fund Office
BPO’s: Base Project Officers
LE’s: Loaned Executives
UPO’s: Unit Project Officer’s (Group/Command/Unit)
Coordinators (Squadron/Departments)
Key Workers (Flight/Division/Office)
www.FloridaPanhandle-CFC.org
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FLORIDA PANHANDLE CFC-2015
CHAIN OF COMMAND
Office of Personnel Management, Washington DC
Local Federal Coordinating Committee (LFCC)
Principal Combined Fund Organization (PCFO)
OWC Downtown
Sectors
Unit Project Officers
(Federal Offices)
Eglin AFB Base
Project Officers (BPO)
Hurlburt Field AFB
Base
Project Officers (BPO)
Pensacola Area Base
Project Officers
(BPO)
* Loaned Executives
* Loaned Executives
* Loaned Executives
(Project Executives)
(Project Executives)
(Project Executives)
Unit Project Officers
(Group Level)
Unit Project Officers
(Group Level)
Unit Project Officers
(Command/Tenants)
Coordinators
(Squadron Level)
Coordinators
(Squadron Level)
Coordinators
(Departments)
Key workers
(Flight Level)
Key workers
(Flight Level)
www.FloridaPanhandle-CFC.org
PNS Downtown
Sectors
Unit Project Officers
(Federal Offices)
Key workers
(Office/Div.)
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CFC Purpose
Give every federal employee the opportunity to donate
to worthy charities of their choice through this 1 X
fundraising campaign.
www.FloridaPanhandle-CFC.org
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CFC Mission Statement
• The mission of the CFC is to promote and
support philanthropy through a program that is
employee focused, cost-efficient, and effective in
providing all federal employees the opportunity
to improve the quality of life for all.
Our vision is that every Federal employee
will monetarily support a passion, cause or belief
found within themselves.
www.FloridaPanhandle-CFC.org
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Who owns the CFC
Program?
www.FloridaPanhandle-CFC.org
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CFC belongs to YOU: The Federal Employee
(Military and Civilian Federally Employed Personnel)
1) Choice - You pledge to an organization of your choice based upon personal
passions and interests.
2) Convenience - You fill out your pledge, we make monthly deductions from your
pay check and send the money to the charities which you chose. One check sent
on behalf of all those who donated to a specific charity.
3) Accountability - All organizations undergo a rigorous annual application
process (screened by Federal Employees like you) and each CFC office is
audited following completion to ensure all money has been placed
correctly as you specified.
www.FloridaPanhandle-CFC.org
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A small sample of Agencies
and Organizations
You have the option to choose where your money goes
You may choose from any of the over 4,000 Local, National or International organizations
Local Examples
National Examples
Domestic Violence
Bay Area Food Bank Inc.
Separation of Church and State
Children’s Home Society of Florida
Native Americans
Waterfront Rescue Mission Inc
Pro Life-Pro Choice
Community Health Charities of Florida
Tailhook Educational Foundation
Ronald McDonald House
Fallen Firefighters
www.FloridaPanhandle-CFC.org
International Examples
Aid for Africa
Rainforest Conservancy
Genocide Intervention
Medical Missions for Children
Mercy Corps
Global Water
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Both the Coordinator and Key Worker are
the resident expert!
The face of the CFC Program!
Know what CFC is.
Know how it works.
Know where to go for answers.
www.FloridaPanhandle-CFC.org
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Coordinator Role
(Squadron/Department Level)
What is a Coordinator?
• The person responsible for his/her separate
squadron/department.
• Responsibilities include accounting for all the pledge cards
which key workers collect.
• The coordinator reports to the Unit Project Officer.
www.FloridaPanhandle-CFC.org
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Coordinator Role
What do you do?
• Assign Key People to help if need.
• Ensure they are trained by the UPO! (Not to be delegated)
• Design a plan specific which caters to all personnel to include rolling students, transfers, STAFF and
CIVILIANS.
(DO NOT ACTIVELY SOLICATE CONTRACTORS!)
• Put up posters and seek awareness opportunities.
• Issue pledge cards to key workers.
• Collect key worker envelopes containing completed pledge card from key workers.
• Review pledge cards to ensure numbers match on envelope.
• Transfer key worker envelope information to coordinator envelope.
• Turn in at a reporting site to unit project officers.
• Report problems to your unit project officer for guidance.
www.FloridaPanhandle-CFC.org
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Key Worker Role
(Flight Level/Division/Office)
What is a Key Worker?
•The person within who is responsible for the actual solicitation on a one-on-one basis.
•The Key worker reports to a Coordinator.
www.FloridaPanhandle-CFC.org
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Key Worker Role
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What do you do?
•Ask personnel to donate
•Collect pledge cards from personnel in your flight/division/office and ensure they are
filled out correctly
•Turn in a key worker envelope each week to the coordinator
•Gives every donor an appreciation gift
www.FloridaPanhandle-CFC.org
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How do I ask people to donate?
Be yourself!
Remember why you are asking for help – it’s all about helping others!
Share your story. Perhaps you’ve needed a helping agency/charity.
(WATCH VIDEO)
www.FloridaPanhandle-CFC.org
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Dealing with Myths and
knowing the facts
•Myth: I could avoid administrative costs by
donating on my own.
•Fact: Either way there will be overhead;
the CFC program saves you…
Your time (to include research), gas,
postage, bank fees, and/or processing
fees.
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•Myth: No matter how much is
raised, the same percentage will get
taken in admin costs.
•Fact: A budget is established before
the campaign begins. The
percentage spent on admin costs
goes down as more money is raised.
(CFC has validated the integrity and trust of
all approved non-profits to increase your
confidence in selection.)
www.FloridaPanhandle-CFC.org
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Myths and facts
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•Myth: The CFC adds cost to non-profits
•Fact: The CFC makes the donation process efficient
by pooling resources and significantly reducing each
charity’s burden on soliciting.
•Myth: $10/pay period won’t help anyone, anywhere.
•Fact: The cost of one Big Mac per month is equal to
the cost of a treatment for drug abuse.
www.FloridaPanhandle-CFC.org
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What materials you will receive
- Charity List, available in:
 Paperback
 PDF Version on CD
 PDF Version downloadable form our local website
 Online pledging offer immediate review of participating charities
- Pledge Cards:
 Paper Version issued
 Online pledging offers easy and immediate processing
www.FloridaPanhandle-CFC.org
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Charity List (all versions)
- Understand the listing.
 National/International/Local
 AFR, EIN, etc
- Understand the designation system
 11111, 99999, etc
- Understand how agencies are selected
www.FloridaPanhandle-CFC.org
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11953 Air Force Memorial Foundation (703)979-0674
www.airforcememorial.org EIN#541629975 Honors the service and sacrifice of
America’s Airmen and their families. Our national treasure commemorates the
pride, reverence, and heritage of our Air Force. 15.5% W,B,Q
W Public & Societal Benefit
B Education
Q International, Foreign Affairs & National Security
www.FloridaPanhandle-CFC.org
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www.FloridaPanhandle-CFC.org
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Doe
John
L
X
NATTC, MECH Dept.
X
123 45 6789
(850) 452-1234
1 2 3 4
5
120.00
X
29 August, 2015
www.FloridaPanhandle-CFC.org
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Doe
John
L
X
NATTC, MECH Dept.
X
X
123 45 6789
(850) 452-1234
1 2 3 4
2 4 6 8
5
5
5.00
5.00
1 Sept, 2015
www.FloridaPanhandle-CFC.org
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Doe
John
NATTC, MECH Dept.
L
X
X
X
X
123 45 6789
(850) 452-1234
1 2 3 4
2 4 6 8
5
5
260.00
130.00
1 Sept, 2015
www.FloridaPanhandle-CFC.org
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Doe
John
L
X
X
NATTC, MECH Dept.
123 45 6789
(850) 452-1234
1 2 3 4
2 4 6 8
X
19.23
5
5
250.00
250.00
500.00
X
1 Sept, 2015
www.FloridaPanhandle-CFC.org
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Paper Pledge Card Flow Chart
- From Donor to
- Key-Worker to
- Coordinator to
- Unit Project Officer to
- CFC Headquarters
www.FloridaPanhandle-CFC.org
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Key Worker Turn In Envelope
Coordinator Turn In Envelope
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www.FloridaPanhandle-CFC.org
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Points of Interest
Choose a day each week of the campaign to walk around and collect pledge cards
Leave cash and check between copy 1 and copy 2
of each pledge card
Divide your pledge cards into these categories:
Mil Payroll
Mil Cash
Mil Check
Civ Payroll
Civ Cash
Civ Check
Fill out Key Worker / Coordinator Envelope
Turn everything into your Unit Project Officer
www.FloridaPanhandle-CFC.org
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Things to Remember
- You are responsible to proof the pledge card before handing over to the next person responsible for it.
- Maintain positive control and treat the card as if it was your own. These pledge cards contains person
and private information. Payroll pledge cards contains social security numbers. YOU MUST report a
lost pledge card to your chain of command AND to the CFC chain of command.
- Account or all cash and checks, ensuing it matches the pledged amount.
- Check the match
- Verify you can read it
- Verify a signature and SSN are completed if a payroll deduction
- Minimum payroll pledge is $1.00 allotments.
(Military: $1.00 x 12 = $12.00 annually, Civilians $1.00 x 26 = $26.00 annually)
- See Your UPO for Turn-in Guidance.
www.FloridaPanhandle-CFC.org
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Online Pledging Options
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Visit www.floridapanhandle-cfc.org
Select the online pledging method

Mypay (DOD Employees),

EEX (SSA, TSA, USEPA, USDOA), payroll deduction
payroll deduction ONLY
ONLY

Nexus (anyone, unrestricted), methods of
payment: Payroll deduction, Cash, Check, or
credit card
www.FloridaPanhandle-CFC.org
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Why are we stressing Online Giving?
It's paperless
There is nothing for the Key worker, Coordinator, or UPO to handle
(with the exception of cash/checks at which the UPO will be
notified and contact the coordinator and key worker for their
assistance in contacting the donor. SPECIAL HANDLING and
REPORTING procedures apply.)
www.FloridaPanhandle-CFC.org
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Benefits of Online Giving?
• Streamline the donation process
•Convenient
•Interactive Search tool
•Math is made simple
•Accessible at ANY time
• (CFC NEXUS OFFERS) Replication
•It’s GREEN!
•Efficiency
•Reporting
• Average pledge is nearly 4x’s than paper.
www.FloridaPanhandle-CFC.org
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KEYS TO A SUCCESSFUL CAMPAIGN
- MOTIVATED
- TRUE VOLUNTEERS
- EDUCATED ABOUT CFC
- BELIEVE IN CFC AND ITS PURPOSE
www.FloridaPanhandle-CFC.org
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MODEL CAMPAIGN TECHNIQUES
KNOW YOUR INFORMATION (RULES, FACTS, COMMON OBJECTIONS W/RESPONSES)
ACHIEVE 100% QUALITY PERSONAL CONTACT (FACE-TO-FACE)
ENCOURAGE PAYROLL ALLOTMENTS & DESIGNATIONS, IF THEY E-PLEDGE DO NOT TAKE A PAPER
PLEDGE CARD!
AIM AT A “YES” RESPONSE, DON’T UNDERESTIMATE PEOPLE’S CAPACITY TO GIVE
START EARLY – CONSIDER COMMANDS PERSONNEL DEPLOYING OR ABOUT TO TRANSFER/SEPARATE.
(DO NOT SOLICITE FROM ANYONE ABOUT TO RETIRE, OR SEPARATE FROM ACTIVE DUTY OR FEDERAL
EMPLOYMENT.)
KEEP TRACK OF THE TIME.
BE ACTIVE WITH SPECIAL EVENTS AND KEEP YOUR CO-WORKERS INFORMED.
THANK ALL DONORS
LEAD BY EXAMPLE, BE THE FIRST TO DONATE!
THANK EVERYONE EVEN IF THEY DO NOT DONATE!
www.FloridaPanhandle-CFC.org
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The 6 NO’s of CFC!
NO COERCION
NO SUPERVISORY SOLICITATION
NO SETTING OF 100% PARTICIPATION GOAL
NO DEVELOPMENT OF A NON-CONTRIBUTOR LIST
NO ESTABLISHMENT OF INDIVIDUAL DOLLAR GOAL
NO LISTS UNLESS FOR CONTACT PURPOSE
www.FloridaPanhandle-CFC.org
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Florida Panhandle CFC Campaign Dates
• Campaign Materials distributed: NLT 31 August
• Campaign Dates: 01 September to 15 December
(Base Project Officers will determine their base’s campaign dates.)
Events being coordinated locally by BPOs
-Kick-off Events
-Weekly Reporting
-Mid-Campaign Status Report Meeting
-Special Events (i.e., 5K, Golf Tournament, etc.)
www.FloridaPanhandle-CFC.org
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Final Comments
Questions and Comments?
www.FloridaPanhandle-CFC.org
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