Coordinator Guides - Cfcgreaterarkansas.org

Report
CFC Campaign
Coordinator
Training
Mission Statement
The mission of the Combined Federal Campaign is to
support and promote philanthropy through a
voluntary program that is employee-focused, costefficient and effective in providing all Federal
employees the opportunity to improve the quality of
life for all.
WHAT IS THE CFC?
The Story
• Prior to the 1950’s, on the job fundraising in the
federal workplace was uncontrolled:
• No specific period of charitable solicitation; they
were done throughout the year
• Quotas for agencies and individuals were freely
established and supervisors applied pressure to
employees
• Designations were not allowed
WHAT IS THE CFC?
The Story cont.
• In 1961, President Kennedy gave formal authority to
permit fundraising in the Federal workplace
• In 1964 the first “campaigns” called CFC were
conducted in select federal locations
• On March 3, 1971 President Nixon announced that
the CFC would be the uniform fundraising method
for the Federal Service
• It continues to be the largest and most successful
workplace philanthropic fundraising model in the
world
Organization Chart
OPM Office of
Personnel
Management
LFCC Local
Federation
Coordinating
Committee
PCFO Principal
Combined Fund
Organization
Sponsored
Representatives
Campaign
Coordinators
Keyworkers
(or committee
members)
LFCC- Local Federating Coordinating Committee
2014 Local Federal Coordinating Committee
Board Member and Title
Agency
CHAIR -Robert Crawford (Bob), Administrative Officer
TSA-Arkansas
Shannon Saucy , State Family Program Director
Arkansas National Guard
Renee Fair, Meteorologist In Charge
National Weather Service
E. Caroline Schaefer, Administrative Officer-Arkansas
IRS
Sandra Otto, Division Administrator
Federal Highway Administration
Nique Carrington, Director
US SBA– Commercial Loan Service
Jessica L. Lee, Attorney Advisor
Housing & Urban Dev- FHA
William A. Cash, Jr. (Bill), Director
Little Rock Area Office - EEOC
Eric McKisick, District Manager
SSA - Sherwood
Ben Toman, Group Supervisor
SSA -(ODAR)
Jackie Flowers, Chief, Internal Review and Audit
Pine Bluff Arsenal, JMPB-IA
Wanda Shull, Public Affairs Officer
Veterans Health Care System of the
Ozarks
Seritia Clark, Manager of Human Resources
USPS - Arkansas
PCFO – Heart of Arkansas United Way
President – John Nazzaro
What is the CFC?
The Combined Federal Campaign (CFC)
is the annual fund-raising drive
conducted by Federal employees in their
workplace each fall.
The CFC is exclusively for:
Civilian Federal Employees
Military Personnel
United States Postal Workers
What is the CFC?
•
Only authorized
solicitation
•
One campaign once a year
•
•
One directory
Nonprofits must
meet standards
•
Can give through
payroll deduction,
cash or check
•
OPM provides
regulations,
oversight and
guidance
Eliminates year-round
solicitation by charitable
organizations of Federal
employees in the Federal
workplace.
Why the
CFC?
CFC lists only agencies
that are pre-screened for
eligibility by your LFCC.
The Office of Personnel
Management also verifies
that every agency is
recognized by the IRS as a
501 (c)(3) nonprofit
agency.
Offers a donor
the convenience of
using payroll
deduction to make
charitable
contributions.
What’s New at the CFC?
• Proposed changes
• Campaign dates
• Fee for nonprofits to be
included
• Move to a regional
concept and elimination
of Local CFC
• Current Changes
• Universal Giving
• myPay
Highlights on facebook and website
for this campaign
• LFCC
• Coordinators
• Federal agencies
•Who, what, where,
when, why
The MAGIC of Payroll Deduction
Your Role
Inform
co-workers about the CFC
Educate
them about their options
Distribute
materials (pledge card, charity listing book,
posters etc.)
Pick-up
donations (pledge cards, key worker envelopes)
Report
results
Steps to a Successful Campaign
Number 1
Secure support of Senior
Management
• Obtain your agency directors
personal commitment and
support
• Endorse the campaign at
employee rallies/meetings
• Encourage contributions at
the Eagle level, $1000 or
more
Number 2
Review and Evaluate
• Analyze past campaigns and
endorse goal
• Meet with your Sponsored
Representative & Key
Workers
• Develop a campaign strategy
and time table
Steps to a Successful Campaign
Number 3
Form a Committee
• Important for large offices
• Select key people from
various departments to help
you
• Look for people who relate
well to fellow employees,
who already support the
campaign, and who will
participate enthusiastically
Number 4
Train Committee and
Keyworkers
• Ask your Sponsored
Representative for help
Steps to a Successful Campaign
Number 5
Set Campaign Goal
Number 6
Publicize Your Campaign
• Strive for 100% contact (not
participation)
• Posters, emails, agency fairs,
regular meetings
• Establish a goal that provides
motivation and a sense of
accomplishment (challenge
your office)
• Social Media
Steps to a Successful Campaign
Number 7
Utilize CFC Resources
For coordinators:
• Sponsored
Representatives and CFC
staff
• Agency speakers &/or
tours
For employees:
• Campaign Supplies
• Charity listing
• Pledge card
• 2013 annual report
• Golden Eagle Report
Steps to a Successful Campaign
Utilize CFC Resources
Campaign Supplies:
• goal thermometers
• theme posters
• balloons
• keyworker report envelopes
• nonprofit brochures
Steps to a Successful Campaign
Number 8
Employee Meetings
• Most effective way to
reach employees
• Have an agency speaker
(contact SR for
speakers)
• Include your SR
Number 9
Ask Everyone to Give
• Most important part of
campaign – the ASK
• Remember - you’re
asking for others, not
yourself
• Personally contact
each employee. Don’t
leave pledge card in
their mailbox or on their
desk
Steps to a Successful Campaign
Number 10
Report Results
Number 11
Wrap-up and Thank You
• Periodically report results of
campaign progress with emails and thermometers
• Have an awards ceremony or
celebration
• Let your co-workers know
how they did
• Turn in pledge cards and
reports to the CFC office
• Hot Wash - evaluate your
campaign and make notes
for the next coordinator
• Thank employees,
committee member and
volunteers for their
participation
In the loop…
Select
and
Share
FAQs
Share
information!
Interesting
comments
Sample
statistics
Recognition Awards
Agency Awards
Individual Awards
Patriot Giver
Super giver
$120 $249
$250 $499
Hero Giver
$500 $999
Golden Eagle
$1,000
and up
Gold Award:
$125 + per
capita
Silver Award:
$90 -124 per
capita
Bronze Award:
$60 - 90 per
capita
Six Highest Average Campaigns
(minimum of 30% participation)
Six Largest Campaigns
How to Read the Agency Listings
Agency Name
5 digit
code
Telephone
Number
EIN #
99999 ABC Charity (501) 555-1234 EIN #77-1234567
We provide food, clothing, shelter and job leads to
homeless families. No person or family is turned
away. 8.5% Q,L,X
Taxonomy code
Annual fund raising
and administrative
costs
25 word
descriptive
statement
Sample Pledge Card
1
1
3
3 3
11
5
5
5
6
5
6
6
7
44
4
4
77
7
6
8
8
8
3
2
22 2
8
9
9
9
9
1. Personal information Clearly print your name (Last, First) and check the appropriate box (military or civilian).
2. Federal Organization. Name or abbreviation of the office you work for. Check the appropriate box.
3. Work information. Provide the name of your agency and a daytime phone number. It will be helpful to the CFC auditors in case there is a
question about your pledge.
4. Social Security Number. Fill in your social security number to authorize payroll deduction. Your SSN will not be used by the CFC office.
5. Contribution amount. For military payroll giving (12pay periods) or civilian payroll giving (26 pay periods), enter the AMOUNT of your gift
per pay period, then the TOTAL GIFT amount for the year 2015.
6. Cash or check giving. Please write in the amount of your gift. Make all checks payable to CFC or Combined Federal Campaign.
7. Designating your gift. Fill in the five-digit code number of the charity or charities you prefer. The NEW FIVE-digit code numbers are listed,
with the agencies’ names and descriptions, in the 2014 Charity Listing. Under ANNUAL AMOUNT, indicate how much of your total annual
gift you want to go to each agency (Note: You may also write “IIII” for distribution to all charities listed in the international section.
Undesignated funds distribution will be made in the same proportion as every agency’s overall designated percentage.)
8. Choose to release your information. For your name to be released to designated charities, write in your name and provide the address you
wish them to have. Without your authorization, the CFC office is prohibited from releasing your name to the organization(s) you support.
Authorized names and address of donors will be forwarded to the recipient charities at the close of the campaign.
9. Sign and date the form. If you are giving through payroll deduction, this authorizes your payroll office to begin deductions in January
2015.
Top 6 Common Errors
1. Illegible. If it is unreadable, the pledge may not be
processed correctly.
2. Monthly gift is listed as the annual gift-when specifying
your gift to each agency fill in the ANNUAL AMOUNT.
3. Designation to an invalid agency code. Pledges can be
made to any CFC agencies approved by OPM office.
4. Pledge card is not signed. Payroll deduction cannot be
authorized if the pledge card is not signed.
5. Social Security Number or Employee ID is not provided.
Payroll deduction can not be authorized without the
SSN/EID
6. Eagle Donor Authorization forms
Whether the donor wants to be recognized
or not, we request that the form be
completed and sent to the CFC office.
P.O. Box 798
North Little Rock, AR 72115
Combined Federal Campaign of Greater Arkansas
www.cfcgreaterarkansas.org
Phone: (501) 376-4567
Fax: (501) 376-7607
(for donations over $1000)
Whether you want to be recognized or not, please complete and return this form to your CFC Coordinator.
Thank you.
Your total contribution for 2014:
$_______________________
for donations over $1,000
NO, I do not wish to be publicly thanked as an Eagle giver.
Your name (please print): ______________________________________________________
YES, I would like to be publicly thanked as an Eagle giver.
Your name will not be listed unless this box is checked and the information below is completed. The listing
includes only your name and federal organization, no address.
If you mark YES your name will be published in next year’s CFC Agency Resource Guide and in the United Way
Pillars Book.
________________________________________________
Name as you want it listed
________________________
Affiliation (business name)
________________________________________________
Signature
Instruction for CFC Coordinator:
Please ask ALL leadership donors (at the time of their pledge) to complete this form. Attach it
to the pledge card & return to the CFC in the Keyworker Report Envelop. You may also fax it
to: (501) 376-7607.
If permission is given, names and
federal offices will appear in the
2013 Combined Federal
Campaign Charity Listing and the
United Way Pillars Book.
CFC Pledging
CFC donations are distributed ONLY to
the charitable agencies that were
designated by a donor. If a donor “Does
Not Designate”, (i.e., leaves the
designation area of the pledge card
blank) their gift will be shared among all
agencies in the brochure.
Online Giving
NEXUS – online giving
• Administrative access
• Password Creation
• Coordinators Reporting Responsibilities
• Reports to
Coordinator payroll
(you)
• Reports to CFC
myPay – online giving
• Used across three payroll systems:
• DCPS (Civilians)
• DJMS (Army, Navy and Air Force)
• MCTFS (Marines)
• DoD
• Mil Pay
• Civ Pay
• Others (subject to change)
•
•
•
•
•
Veterans Administration
Executive Office of the President
Department of Energy
Health and Human Services
Broadcasting Board of Governors
• Maximum allowable total donation for military personnel is
$833/month. For donations higher than that, military donors should
use a paper pledge form
myPay – online giving
Code
0072
Time
Maximum of
30 minutes or
times out
Search
By Charity #
By Charity
name
Contributions
Up to 30
organizations
Keyworker Turn In Procedures
Pledges received from donors
should be turned in on a weekly
basis to the designated campaign
person (Campaign Coordinator,
Sponsored Representative or
PCFO Staff)
Keyworker Turn In Procedures
Distribution/Collection of
Paper Pledge Card
Verify that the pledge
cards are legible and
filled out completely and
accurately
Ensure that cash and check
contributions match
pledge forms and key
worker envelope
Verify the total pledge
matches the amount
designated to the charity
Keyworker Turn In Procedures
Verify the use of five digit
charity codes
Batching the pledge cards
Campaign Coordinators turn
keyworker envelope over to
Sponsored Rep. or CFC Staff
or contact them for pick-up
• Copy #1 is for Payroll office. Payroll deduction pledge
cards are signed and include SSN or EID
• Electronic Pledges
• Copy #2 is for Report Envelopes. Secure cash or check to
the yellow copy with paper clip - NO STAPLES!
• Copy #3 for the donor for tax records.
Individual Awards
Patriot Giver
$120 - $249
Supergiver
$250 - $499
Hero Giver
$500 - $999
Golden Eagle
$1,000 and
up
How Effective is our CFC…
$1 a week will provide…
A set of special utensils and
dinnerware for children with
cerebral palsy
4 nights of emergency shelter
for a homeless person
Questions or comments?
Please tell us your best practices.
Thank you…from our heart to
yours!
www.cfcgreaterarkansas.org
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