2013 Speakers Training Slides

Report
Briefing Overview
SPEAKER BUREAU
1. CFC 101
2. Introductions – Tell us “What’s Your Story”
3. Speaker’s Presentation
4. CFC Materials
5. CFC Keyworker Training
6. Speakers Dos and Don’ts
8. Most Frequently Asked Questions
9. Speaker Tracking
10. Q & A
Campaign Scope
• Annual fundraising drive conducted by Federal employees
• Raise millions of dollars through CFC ($258 million in 2012)
• Benefits thousands of non-profit Human Health and Welfare
charities
• Our campaign conducted Oct 1 – Dec 1 at every Federal
agency in our region
The Combined Federal Campaign is the only authorized
solicitation of employees in the Federal workplace on behalf of
charitable organizations
Why Speakers’ Training
C – Credibility
F – For
C - Contributors
Charity Introductions
1. Name
2. Agency
3. “What’s Your Story?”
Giving a CFC Presentation
•
Prepare your presentation a few days before event
•
Plan for speaking a maximum of 5 minutes
•
Give an agency overview: How your agency is a “Helping other’s
now more than ever.”
“I am a (recipient, volunteer, staff member) with XYZ agency. For
those of your unfamiliar with XYZ we provide programs and
services to help ______________.
•
Give a personal overview: Why you got involved with charity
“I’ve been involved with XYZ agency for X years. I became
involved as a (recipient, volunteer, staff) because
_______________.
Giving a CFC Presentation
REGULATION/REQUIREMENT
• Closing: XYZ agency is one of the many worthy CFC
supported organizations. I encourage you to find one close to
your heart and support it by giving through the CFC.
• Ask your Keyworker for a CFC Directory and CFC Donor Form
to hold up
• Thank the audience and the keyworker for allowing you to
share your story
• End presentation
Giving a CFC Presentation
•
DO tailor your presentation to your audience’s needs.
(Military, Civilian, USPS, Hospital Staff)
•
DO answer the question “what’s in it for me if I donate?”
•
DO bring literature to leave behind (with CFC Code)
•
DO try to get close to your audience. Meet some of the people
before & after presentation…(SMILE)
•
DO tell a story. This is what your audience wants to hear.
•
DO tell how Federal Employee donations make a difference!
•
DO mention understanding furloughs and federal stresses
Giving a CFC Presentation
What NOT to Do
•
DO NOT bring a personal video or power point presentation
(The CFC video tells the campaign story)
•
DO NOT solicit for donations directly for your agency
•
DO NOT pass out agency literature that solicits
(Educational material may be set out for your audience to take if
they desire.)
•
DO NOT exceed your allotted time.
(Your portion of the program is calculated to fit into a total
presentation time frame)
Giving a CFC Presentation
What NOT to Do
• DO NOT overload your audience with too many ideas or statistics.
Keep your presentation simple, personal and passionate
• DO NOT discuss political, religious, sexual or lobbying issues
• DO NOT compare your agency’s services, need or importance to
another agency (our agency is better than XYZ)
Campaign Materials
I.
CAMPAIGN BROCHURE/DIRECTORY - A complete list of
charitable federations and agencies
- National, International, Local,
- Quick Index
- Alphabetized Index
II.
PLEDGE FORMS
- Designate up to 5 charities per form
- Donate to as many charities as they want
- Encourage PAYROLL deduction (97% give this way)
- Can seal pledge form in envelope for confidential gift
III. ONLINE GIVING AVAILABLE/ENCOURAGED
- For all Federal Employees (www.3riverscfc.org)
- Confidential
- Easy
- Includes Payroll & Credit Card Giving
Why Group Solicitation
•
The most efficient and effective way to ask
•
Puts donors at ease, no one is singled out
•
Easiest way to reach most people
•
CFC Video “Thank You Federal Employees” makes
audience feel appreciated
•
Speakers puts a face to a need
Most Frequently Asked Questions
IS THIS THE UNITED WAY?
•
NO - The CFC used to be managed by the local United Way.
•
Since 2006, an Independent Contractor has directed the local
CFC, helping to lower CFC administrative costs and raise
more funds for charities.
•
Contact the Local CFC Director:
Amy Ervin – [email protected]
Most Frequently Asked Questions
WHY DO PEOPLE GIVE THROUGH THE CFC?
•
They have received help from a charity supported
through the CFC.
•
They know someone who has been helped.
•
They want to help others.
•
CFC is a convenient way to make a charitable
contribution.
•
They feel good knowing their contribution will make a
difference.
Most Frequently Asked Questions
WHY SHOULD YOU GIVE THROUGH THE CFC?
•
•
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Each agency has been screened by a committee of
Federal Employees, ensuring its legitimacy.
Charities can count on gifts given through the CFC.
Charities can plan their programs accordingly.
Payroll deduction is available only through CFC.
Greater impact, because it is combined with contributions
from other Federal employees.
You can receive recognition from the CFC.
CFC protects the Federal Employee from year-round,
in-the-workplace solicitation by charitable agencies.
Most Frequently Asked Questions
WHY ISN’T MY FAVORITE CHARITY
A MEMBER OF THE CFC?
•
All charities must apply to be part of the CFC either
nationally or locally.
•
All applications are reviewed by a committee of federal
employees for their compliance with the regulations.
•
Possible issues with Audit, Financials and 501c3 Status
Most Frequently Asked Questions
WHO DETERMINES HOW MY
CONTRIBUTION WILL BE USED?
•
THE DONOR DOES!
•
By designating a gift to an agency(ies) the donor ensures
only that agency will receive the money.
Most Frequently Asked Questions
HOW DO I KNOW THAT MY MONEY REALLY GETS TO THE
AGENCY I DESIGNATE?
•
•
All designations are honored by regulation
Local CFC undergoes two separate audits
- a financial audit is conducted by an independent accounting firm
- a compliance audit is conducted by the LFCC.
•
•
Audits review designations to be sure they have been honored.
The “Release of Name” allows the donor’s name to be forwarded to
the charities designated. They send an acknowledgement of the
pledge.
Most Frequently Asked Questions
WHAT IF I CAN’T AFFORD TO GIVE RIGHT NOW?
•
Pledge your gift through payroll deduction.
•
Payroll deduction spreads small payments throughout the
year. Deductions don’t begin until January 2014.
•
97% of CFC pledges are through payroll deduction.
•
$1.00 per pay civilian. $2.00 per pay military.
Most Frequently Asked Questions
IS A CONTRIBUTION TAX DEDUCTIBLE?
•
Yes!
•
100% of a contribution to any CFC agency is tax
deductible when an individual itemizes.
Most Frequently Asked Questions
WHAT IF I KNOW I WILL NOT BE IN MY JOB
FOR AN ENTIRE YEAR?
•
You can give through payroll deduction if you know you
will be in your job for at least three months in the new year.
Most Frequently Asked Questions
WHAT IF I TRANSFER TO ANOTHER AREA?
•
If you transfer, the payroll deduction authorization you
give here will follow you.
Most Frequently Asked Questions
WHY SHOULD I CONTRIBUTE WHEN
I DON’T USE THE AGENCIES?
•
•
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You most likely have had contact with a CFC agency.
- Swimming lessons at the “Y”; Daycare
- Hereditary disease; Relatives in disasters (floods, fires)
Even if no direct involvement with a CFC agency, each of
us benefits from living in a community that cares for those
in need.
Recent events teach us that we may be just one step away
from needing the help of a CFC agency.
Most Frequently Asked Questions
WHAT DOES THE PERCENTAGE LISTED
WITH EACH AGENCY MEAN?
•
The number represents the fundraising and administrative
costs of the charity. What they spend and what goes to its
mission.
•
AFR of 15% or less is great
•
AFR of 25% or less is still low
•
Donor has option to contact charity about their AFR %
•
Charities have to spend money in order to pursue mission!
CFC Speaking Requests
How it works
• Keyworkers receive list of all speakers who have been trained
• Keyworkers contact charity speakers directly
• Keyworkers make necessary arrangements
• Speakers may NOT solicit federal agencies for speaking
opportunities (Ex: Can’t call a federal agency)
• Speakers can leave brochures with CFC code behind
CFC Speaker Tracking
• Speaker should notify CFC office of speaking engagement via
e-mail: [email protected]
• Provide Location, Time & Date of speaking engagement
• This will allow CFC to evaluate Federal Agency kick off events
Security Issues
• Each location has specific requirements
• Arrange with Keyworker to gain entrance to base/office
• Always carry ID/Driver’s License
REMINDERS
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Smile
Professional Attire
Have Fun & Be Friendly
Help the Federal Campaign Manager
Bring Candy, Chocolate, Give-a-ways
5 Minutes can make a difference to the potential donors
Reinforce CFC Theme: “Serving our Communities ~ Each in
our own way."
CFC CONTACT INFORMATION
Amy Ervin
Local CFC Director
3 Rivers/PA West CFC
[email protected]
412-330-7667

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