2014 Training PowerPoint (PPT)

Report
WELCOME
TO THE 2014
ARIZONA CFC
UC/KW TRAINING
CFC TRAINING AGENDA
Introduction
The Combined Federal Campaign
2013 Arizona CFC Results
Training Guide
Campaign Materials
What’s New
Questions
THE COMBINED FEDERAL CAMPAIGN
Established in 1961 by President Kennedy
For all Federal Employees world wide
Responsibility of the Office of Personnel Management (OPM)
The Principal Combined Fund Organization (PCFO)
United Way of Tucson and Southern Arizona
Local Federal Coordinating Committee (LFCC) responsible for
local campaign
CFC FACTS
Largest single charitable campaign in the world
Raised over $209 million last year
Arizona CFC raised $1,909,359 last year
Designation Breakdown
33.1%
62.5%
3.1%
1.3%
Local
National
International
Undesignated
$632,216
$1,193,228
$59,614
$24,301
2013 ARIZONA CFC
Total Dollars:
$1,909,359
-18.9% (decrease from last year)
Total Designated Dollars:
Total Undesignated Dollars:
$1,885,058
$24,301
98.7%
1.3%
Payroll Deductions:
Cash/Checks:
$1,830,969
$78,390
95.9%
4.1%
2013
$355
$118
$329
$41
2012
$340
$102
$315
$50
Total No. of Contributions:
Participation:
5797
12.3%
7477
15.9%
AFR:
9.4%
9.3%
Avg. Payroll Deduction:
Avg. Cash Contribution:
Avg. Contribution:
Per Capita Contribution:
TRAINING GUIDE
PCFO STAFF CONTACTS
Phone: 520-903-9000
Fax: 520-903-9002
Jim Arnold – Ext. 235
[email protected]
Carla Smith – Ext. 255
[email protected]
WORKPLACE CAMPAIGNS vs. DIRECT GIVING
REASONS TO GIVE THROUGH CFC
More money goes to services rather than raising costs
Provides steady, year-round income for charities
Larger gifts are possible through payroll deduction
Charities who participate in CFC are held accountable
Individual recognition and thanks for the donor
Federal image and community pride
STRATAGIES FOR A SUCCESSFUL CAMPAIGN
Know the Program
Set a Campaign Time Table
Get Commander’s/Agency Head’s
Support
Get Your Team Together
Have a Campaign Rally
STRATAGIES FOR A SUCCESSFUL CAMPAIGN
Educate and Publicize
Contact
Reporting
Follow-Up
Thank the Employees
CAMPAIGN RALLIES
20-30 Minute Presentations
Organization Speakers
Organization Tours
Fundraisers
Be Creative!
SOLICITATION METHODS
Group Solicitation:
Pulling everyone together in a group setting to give
information about the campaign. The solicitation is
made prior to conclusion of the meeting.
SOLICITATION METHODS
Steps to a Successful Group Solicitation
Set the dates and time for your group solicitation.
Distribute pledge cards and campaign brochures at the presentation.
Ask for a gift at the guideline or an increase above last year.
Answer any questions or concerns.
Follow-up
Ensure 100% contact.
SOLICITATION METHODS
One-On-One Solicitation:
Connecting with each employee on a individual basis to
make a solicitation.
SOLICITATION METHODS
Steps to a Successful One-on-One Solicitation
Introduce yourself –Establish a rapport
Share information about the CFC
Ask for a gift at the guideline or an increase above last year.
Answer any questions or concerns.
Have employee fill out pledge card
Say “THANK YOU!”
CAMPAIGN
MATERIALS
CAMPAIGN MATERIALS
2014 Arizona CFC Charity Guide
2014 Arizona CFC Alphabetical Index
2014 Arizona CFC Pledge Card
2014 Arizona CFC UC/KW Pledge Envelope
CHARITY GUIDE/ALPHA INDEX
Charity Guide
Federation/Charity Listings
5-Digit CFC Code
Name
25 Word Statement
Telephone Number
Web Address
Administration/Fund Raising %
Alpha Index
Charities listed alphabetically
5-Digit CFC Code
PLEDGE CARDS
PLEDGE CARDS
**New**
Payroll box for 12 periods a year.
PLEDGE CARDS
PLEDGE CARDS
PLEDGE CARDS
PLEDGE CARDS
PLEDGE CARDS
EMPLOYEE EXPRESS (EEX)
EMPLOYEE EXPRESS (EEX)
CFC NEXUS
Why Should I Pledge Online?
Convenience
Searching
Math is made simple
Accessibility
Replication
It’s green!
Efficiency
Reports
https://www.cfcnexus.org/_arizonacfc/
KEY WORKER ENVELOPE
KEY WORKER ENVELOPE
KEY WORKER ENVELOPE
KEY WORKER ENVELOPE
KEY WORKER ENVELOPE
KEY WORKER ENVELOPE
RECOGNITION LEVELS
Pacesetter:
$120 - $249.99
CFC Pen
Double Pacesetter:
$250-$499.99
2014 Coin
Leadership:
$500-$749.99
CFC Sun Shade
Eagle:
$750-$999.99
Double Eagle:
Eagle Coin/ Coin w/ Stand
$1,000 & up Eagle Statuette/2014 Year Tab
INCENTIVES
Double Pacesetter
Challenge Coin
Leadership
Sun Shade
Pacesetter
Pen
Eagle
2014 Eagle Coin/with stand
.
Double Eagle
Statuette/2014 Year Tab
INCENTIVES
ARIZONA
COMBINED FEDERAL CAMPAIGN
PACESETTER/DOUBLE PACESETTER/ LEADERSHIP LIST
UNIT:___USPS KINO STATION________
CC/UC/KW:___Mary Smith___________
ACCT #:___123456______
PHONE:___299-8080____
PACESETTER
DOUBLE
PACESETTER
LEADERSHIP
EAGLE
DOUBLE
EAGLE
$120.00 $249.99
$250.00 $499.99
$500.00 $749.99
$750.00-$999.99
$1,000 & Up
Tim Johnson
John Doe
Jill Jones
Jane Doe
Joe Miner
Eagle
Sarah Smith
Emily Street
Kim Brown
Mary Smith
(Coin Only)
Year Tab
Dave Tyler
3 Pens
2 Coins
1 Sun Shade
1 Coin
1 Sun Shade
1 Eagle
1 Year Tab
RETURN FORMS TO YOUR UC OR CC.
Return a copy of this form to Carla after your campaign
to obtain incentive gifts.
INCENTIVES
ARIZONA
COMBINED FEDERAL CAMPAIGN
GIFT RECEIPT LIST
UNIT:_______________________________
KW:________________________________
ACCT #:____________________
PHONE:____________________
I ACKNOWLEDGE THAT I HAVE RECEIVED THE CFC GIFT INDICATED
Pens
Coins
Sun
Shade
Eagle
Coin
Eagle
FIRST NAME
LAST
MI
John D
Doe
DATE
John D Doe
11-04-14
Kim Brown
11-04-14
Jane Doe
11-04-14
Mary Smith
KEEP THIS FORM FOR YOUR RECORDS.
PAYROLL SIGN.
12-04-14
WHAT’S NEW!
Universal Giving
Now you have the ability to give to any charity that is a
part of the Combined Federal Campaign regardless of
your campaign’s location.
Available Through:
CFC Nexus
EEX
MyPay
.
QUESTIONS
THANK YOU!
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This training is sponsored By:
Enterprise Rent-A-Car
Trader Joe’s
Sponsorship does not constitute federal endorsement.

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