2011 Gateway CFC Campaign Coordinator & Keyworker Training

1. 2011 Gateway CFC Campaign Coordinator & Keyworker Training

2. 2011 Gateway Combined Federal Campaign Chair, Rich Weathers Director, Plans and Programs, Air Force Network Integration Center, Scott Air Force Base Welcome to the 2011Gateway Combined Federal Campaign (CFC)! Thank you for serving as a Campaign Coordinator or Keyworker for your department or agency. You are taking on an important role with a powerful community of caring individuals who raise millions of dollars to help people in need each year. The work you do is critical to the success of this effort.Thank you for your service!

3. Combined Federal Campaign 50th Anniversary theme “50 Years of Caring”

4. Combined Federal Campaign “50 Years of Caring” Fundraising for charitable organizations in the Federal workplace can be traced to the late 1940's. Prior to the 1950's, on-the-job fundraising in the federal workplace may best be described as an uncontrolled free-for-all. In 1961 President John F. Kennedy authorized the U.S. Civil Service Commission to develop guidelines and regulate fundraising in the Federal service by Executive Order 10927. For 50 years the Combined Federal Campaign has made many improvements and is presently the most successful fundraising campaign in the world.A complete history of CFC is available on the Gateway CFC web site at: gatewaycfc.org in the menu “About CFC – CFC History”

5. Combined Federal Campaign “50 Years of Caring” In addition to the ability to support ongoing charitable work in the local community, the devastating occasion of natural disasters and mass tragedies demands a humanitarian response of the highest level. It is said that tragedy begets heroes, and for many, donating money is a manageable way to make a difference in the world. For Federal employees, choosing a channel to make a difference is easy. Over the past 50 years, the commitment and generosity of Federal employees has made the Combined Federal Campaign (CFC) one of the most successful fundraising programs in history. In fact, since its inception in 1961, the CFC has raised almost $7 billion!

6. Combined Federal Campaign “50 Years of Caring” The success of the Combined Federal Campaign demonstrates the commitment of Federal employees to public service. Not only do Federal employees devote their livelihoods in service to their country, but their generosity has made the CFC one of the most powerful philanthropic forces in the world. Federal employees can choose from a variety of charities and causes, ranging from local to international, that they are passionate about. They also have the option to donate one-time gifts or set up their payroll withholding so that they can contribute as little or as much as they like to charities throughout the year.

7. Combined Federal Campaign “50 Years of Caring” Every year hundreds of volunteers bring their passionate commitment to make a difference to the local Gateway Combined Federal Campaign effort. Last year the exceptional effort of these volunteers helped the Gateway CFC raise$3,250,000 for a wide variety of charitable causes. This year the goal is to “Do It Again”

8. CFC Mission Statement The mission of the Combined Federal Campaign (CFC) is to support and to promote 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.

9. The Combined Federal Campaign is organized and governed by Federal Employees - it is your Charitable Campaign

11. Local Federal Coordinating Committee (LFCC)

12. Campaign Leadership Committee Members of the Gateway CFC Leadership pictured above, from left:  Lieutenant Colonel David Schoolcraft, Beatrice Vanzant-Smith, Nicholas Weizman, Kathleen Spirk, Ronald DeVine, Richard Weathers, Vivian Cook, Kathleen Trentham, Deborah Wilshusen, Major Sarah Evans, Harry Sommers, Emily Prosise.

14. Campaign Representatives

15. 2011 Gateway CFC Campaign Representatives

16. 2011 Gateway CFC Campaign Representatives

17. 2011 Gateway CFC Campaign Representatives

18. Gateway CFC Geographic Region The U.S. Office of Personnel Management establishes and maintains the official list of local campaigns and their geographic boundary. As of April 1, 2010, the Gateway CFC expanded to serve these counties.In Missouri: Adair, Bollinger, Butler, Cape Girardeau, Carter, Clark, Crawford, Dent, Dunklin, Franklin, Howell, Iron, Jefferson, Knox, Lewis, Lincoln, Linn, Macon, Madison, Marion, Mississippi, Montgomery, New Madrid, Oregon, Pemiscot, Perry, Pike, Putnam, Ralls, Reynolds, Ripley, Schuyler, Scotland, Scott, Shannon, Shelby, St. Charles, St. Francois, Sainte Genevieve, St. Louis, Stoddard, Sullivan, Texas, Warren, Washington and Wayne, plus the City of St. Louis.In Illinois: Adams, Alexander, Bond, Brown, Calhoun, Clark, Clay, Clinton, Coles, Crawford, Cumberland, Douglas, Edgar, Edwards, Effingham, Fayette, Franklin, Gallatin, Greene, Hamilton, Hardin, Jackson, Jasper, Jefferson, Jersey, Johnson, Lawrence, Macoupin, Madison, Marion, Massac, Monroe, Moultrie, Perry, Pike, Pope, Pulaski, Randolph, Richland, Saline, Schuyler, Scott, Shelby, St. Clair, Union, Wabash, Washington, Wayne, White, and Williamson.

19. Campaign Coordinators

20. Campaign Coordinators I am a Campaign Coordinator. What are my responsibilities?1. Recruit and supervise your Keyworkers. The ideal number is one Keyworker for every 15 to 35 em employees. Be sure to have a Keyworker for all shifts and locations.2. Become familiar with CFC materials and the web site www.GatewayCFC.org. Know the K Keyworker’s role, as you may serve as a Keyworker, too!3. Work with your CR to schedule campaign events and make a plan to promote your campaign. P Promotions can include a kickoff rally, charity fairs, e-mail blasts, a CFC display case with posters a and sample donor gifts, and a volunteer appreciation event / awards ceremony. Marketing materials, In inspiring stories and CFC videos are available on the web site to help you educate your colleagues on t the benefits of giving through the CFC.4. Ask a Labor Union representative who serves your agency’s employees to get engaged with CFC; m many of them welcome a role in strengthening support for the CFC.5. Schedule and attend a training session with your Keyworkers.

21. Campaign Coordinators I am a Campaign Coordinator. What are my responsibilities?6. Work with your CR to determine what quantities of supplies you will need and delivery a arrangements.7. Monitor your Keyworkers’ progress to see that they have accomplished “100% Ask” in person8. Stress to Keyworkers the importance of delivering all paperwork to you or a designated person P promptly, ideally once a week. Make sure they always use the correct account number for your a agency (pre-printed labels can be provided by the CFC office to assist with this). 9. Collect completed Keyworker Envelopes from Keyworkers, review the pledges and envelope for a accuracy and completeness.10. Separate the white copies of the pledge form that need be sent to payroll from the yellow copies t that stay in the Keyworker envelope to come to the CFC office. White copies of the pledges with c cash/check contributions can stay in the KW envelope.11. Send the white copy of payroll deduction contributions to the payroll office for processing by D December 15, 2011.

22. Campaign Coordinators I am a Campaign Coordinator. What are my responsibilities?12. Communicate with your CR frequently, and especially when pledges are ready to be picked up n and delivered to the CFC office.13. Thank your Keyworkers and recognize their work.14. Consider using social media to reach donors. Become a fan of the CFC on Facebook and follow us us on Twitter. Friend-to-friend communication is a critical part of fundraising, and social media tools m make it effective and easy. Links can be found at www.gatewaycfc.org15. Report your results to your CR or the CFC office weekly. Update senior management and your c colleagues regularly as well, to maintain momentum. Tracking results will help you recognize any p problem areas as they arise so that you can deal with them promptly. 16. Provide feedback to the CFC staff so we can continue to improve the campaign each year. 17. Celebrate and say “thank you.” The CFC office can print a certificate of thanks for anyone who a assisted with the campaign. Request CFC certificates by sending a list of your volunteer teams’ n names and campaign roles to info@gatewaycfc.org well ahead of your awards ceremony. Many p people play an important role in the success of your campaign. Show your appreciation to v volunteers and donors by thanking them for all they do.

23. Campaign Coordinators «««««««««« Give these supplies to your Keyworkers: • CFC 50th Anniversary Lapel Pin (for all volunteers) • A 2011 Keyworker’s Handbook (or direct them to the web site version) • Pledge forms • 2011 Resource Guide (encourage sharing of these to keep campaign costs low) • Keyworker Report Envelope(s) • 100% Ask Tracking Tool for Keyworkers (also available on-line) «««««««««« «««««««««« ESSENTIAL STEP: Send white copiesof payroll Contributions to the donor’s payroll processing office. ««««««««««

24. Keyworkers

25. Keyworkers I am a Keyworker. What are my responsibilities?1. Make your own pledge to the CFC so you know the process and can proudly say, “I gave too!”2. Attend training sessions (or read the handbook!) and review the web site www.GatewayCFC.org to l learn about best practices and guidelines for asking your co-workers to make a pledge, and to learn a about the reporting tools you will need to process pledges.3. Get CFC supplies from your Campaign Coordinator.4. Personally ask your assigned co-workers to donate through the CFC. 5. Be prepared to explain the benefits of donating through the CFC. 6. Tally pledges on a Keyworker envelope, following the directions on the back of the envelope.7. Deliver all of the paperwork to your Campaign Coordinator promptly, ideally once per week.8. Keep donors’ personal information and donations safe while they are in your care, by putting the c completed forms in a secure location such as a locked drawer or cabinet. Protect donors’ personal I information and donations as if they were your own!9. Thank each employee who donated through the CFC.

26. Keyworkers I am a Keyworker. What do I need to know before I make “The ASK?”1. Learn about the campaign. Become familiar with the CFC so you can explain why giving through the campaign is effective and efficient. Understand how to research and select charities at www.GatewayCFC.org and through the printed 2011 Resource Guide. 2. Attend training.The session includes best practices on how to make “the ask” and how to report the donations you will receive. Training tools are available online at www.GatewayCFC.org.3. Make your own gift before asking others to give. Making your donation first makes it easier to ask others to follow your lead. Your pledge demonstrates that you believe in what you are doing.4. Make “the Ask” in person. Personal contact gives you the chance to individualize the campaign for each person and answer specific questions or concerns they may have. Do not leave the pledge form on anyone’s desk or in a mailbox.5. Talk from personal experience. When you meet with potential donors, share a story about someone who has been helped by a CFC-supported charity. 6. Why? Tell your colleagues why giving through CFC is a smart way to give!

27. Keyworkers I am a Keyworker. What do I need to know before I make “The ASK?”7. Encourage payroll deduction. Explain how this approach disperses giving throughout the year and makes it possible to give a more generous gift. Let donors know that charities receive funds monthly throughout the year and can plan programs and budgets more effectively.8. Explain how to make a pledge on-line. Let contributors know that they can help streamline the campaign, thereby lowering costs and directing more funds to charities by pledging online.

28. Keyworkers How do I talk about the campaign? When talking to Federal employees about the campaign consider using some of these talking points: • I hope you’ll consider participating in the campaign this year. Last year, more than 10,000 Federal employees in our area raised $3.25 million for thousands of local, national and international charities. These organizations are going to need our help more than ever. Use a personal story, if possible (for example: “I feel lucky to have a job. My cousin lost his job a couple of months ago and doesn’t have health insurance. He and his family are getting help from one of the charities we support through the CFC.”) • Your gift can be spread out over the year and easily budgeted, if you choose to have it automatically deducted from your paycheck. • Thousands of charities that serve people and communities in need every day depend upon our support each year.

29. Keyworkers How do I talk about the campaign? When talking to Federal employees about the campaign consider using some of these talking points: • The CFC is the only annual workplace giving campaign for Federal employees. Donations go to a variety of organizations that help people and communities in need in our area, across the nation and around the world. We provide millions of dollars in support for worthy charities chosen by you, the donor. • As a community of Federal employees, we help many people who are in need. • Making a pledge is easy. You can use on-line giving tools that include the online charity search, or paperless payroll options for agencies served by EEX. You also have the option to fill out the traditional paper pledge form. Just provide me the white and yellow copies of your pledge form. The pink copy is your record for tax deductions.

30. 2011 Gateway CFC Pledge Form top section 1 2 4 3 How To Complete the Pledge Card 1. Name: Print last name, first name and middle initial in the boxes. 2. Payroll Office Location: This section is optional, if you don’t know your payroll office identification information, leave it blank. Your Keyworker may fill it in before sending it to the payroll office. 3. Federal Agency – Name of workplace. If currently on Military Payroll, specify branch of service with its standard acronym. Include your workplace’s mailing address. 4. Work Phone Number and Work E-Mail Address: Supplying this is optional. The information will only be used to contact you if there is a question about your pledge.

31. 2011 Gateway CFC Pledge Form middle section 5 6 How To Complete the Pledge Card 5. Contribution: Check only one box, as appropriate for Civilian -OR- Military if making a payroll deduction pledge, OR if contributing by a one-time check or cash. Checks should be made payable to “Gateway CFC” or “Gateway Combined Federal Campaign.” 6. Amount Per Pay Period and Total Annual Contribution: Fill in the amount that you are pledging to give per pay period, or the amount of your one-time gift. Multiply payroll allotment times the number of pay periods (times 26 for most Civilians, 12 times for Military, or the amount of cash or checks. This total is the annual contribution, or total amount you are giving. Do not combine a payroll contribution with a cash or check gift on the same pledge form. The pledge form has a table on the inside front cover to help you calculate possible deduction amounts. Other amounts may be given, the chart is just a helpful tool. Please note that the minimum gift for military is $2.00 per month {$24/year} and for civilians it’s $1.00 per payday {$26/year}.

32. 2011 Gateway CFC Pledge Form middle section 7 8 How To Complete the Pledge Card 7. Payroll Deduction Authorization: If you are making a payroll deduction pledge, you must sign and date this section. You do not need to sign this section if you are making a one-time gift by check or cash. 8. Social Security Number or Employee ID: This is voluntary, although if the number is not included on a payroll deduction pledge, it may result in the payroll office not processing the pledge. The number is blocked out on the yellow copy of the form that is sent to the CFC office and your pink file copy. You do not need to fill in your SSN or Employee ID if you are making a one-time gift by check or cash.

33. 2011 Gateway CFC Pledge Form bottom section 9 7 8 9. Designated Gifts: Contributors must enter the five-digit code(s) to identify which charities they choose to give to. You may find the codes in the charity listing in the Resource Guide or online at www.GatewayCFC.org. Write-ins or numbers from other CFC regions are prohibited. Contributors may enter designations for up to five charities on a form. For a donor to designate to more than five organizations, additional forms must be completed, and annotated “Page 1 of 2,” “Page 2 of 2,” etc. Please see the back of the back page of the pledge form (pink page) for further instructions on this point. * International Designation Code: If the gift is to be shared with all international agencies, contributors may indicate that choice by entering five ones in the charity code section ( 1 1 1 1 1 ). * Undesignated Gifts: Either leave the designation code boxes empty or fill in five nines (9 9 9 9 9 ). See page 9 of the Resource Guide for information on how these funds are shared.

34. 2011 Gateway CFC Pledge Form bottom section 11 10 7 8 10. Donor Appreciation Gifts: See page 6 in the 2011 Gateway CFC Resource Guide for information on donor appreciation gift levels. Donors may decline the gift, which lowers CFC costs, therefore increasing funds to go to the charities. 11. Recognition Options: If you would like to have your home address and/or personal email released to all the charitable organization(s) you designated, write that information legibly in this box. Most charities will send you a “Thank You” note if you provide this information. If nothing is filled in this box, your personal information will not be released to the charity.

35. 2011 Gateway CFC Pledge Form bottom section 7 12 8 13 12. Release Pledge Information: If you check this box, the CFC will release to the charity(ies) your name and the amount which you designated to that charity. If this box is not checked, but you fill in your other release information, the charity will be advised that you gave, and be advised of the grand total pledged by all donors from the Gateway CFC, but not be told the specific amount that you gave.13. Distribution of Copies: Your Campaign Coordinator is generally the person who makes sure that the white copy of the payroll deduction form is sent to the payroll processing office. The yellow copy of the form will be sent to the Gateway CFC office. You, the contributor, may retain the pink copy of the pledge form for your tax records.

36. Keyworkers The 100% ASK Tracking Tool: This form is available on line, it is a very useful tool to help you in systematically “asking” your co-workers, following through on picking up their pledge forms and distributing their donor gifts.

37. Keyworkers How do I process paper pledges: • Collect the pledge forms (either the traditional paper pledge form or a pledge printed from the on-line CFC Nexus system). Donors should keep the pink copy of their form for their records. • Check all pledge forms authorizing a payroll deduction to make sure that the donor signed the form and provided a Social Security Number (SSN) or Employee ID Number (which is only visible on the top, white copy that goes to the payroll office). • Ensure that the donor used 5-digit CFC charity code(s) if they want their donation to go to a specific charity(ies). Check that the amount of the designations adds up to the total annual contribution amount. • Follow the instructions on the Keyworker Envelope to separate the white, yellow and pink copies of the pledge forms. (See the back of the envelope for directions.) The pledge form cover can go into a recycling bin. • Return the pledge form to the donor to correct and resubmit if you discover any errors or omissions.

38. Keyworkers How do I process paper pledges: • Anonymous or confidential donations are rare, and the donor should seal them in a standard #10 envelope labeled “Anonymous CFC Pledge.” The Keyworker should not open these sealed envelopes, but turn them in in a separate Keyworker envelope. Anonymous donations will be added to the agency total after the CFC auditors open and enter the pledge, and the CFC auditors will work with the CC to forward anonymous donor’s payroll pledges to payroll offices as needed. • Photocopy the Keyworker Report Envelope for your records, to help you distribute donor appreciation gifts. • Confirm that only cash, checks and yellow copies of pledge forms are in the Keyworker Envelope. • Make sure someone is taking care of sending the white copies of the pledge form to the appropriate payroll office(s). • Review the Keyworker Envelope with your designated volunteer (probably your CC or CR). Together, the two of you will seal the Keyworker Envelope and sign it.

39. Keyworkers «««««««««« 2011 Resource Guide The CFC continues to print the Resource Guide for donors who cannot access the online version atwww.gatewaycfc.org Please encourage your co-workers to share the ResourceGuide. By cutting back on how many catalogs we print, we lower overhead costs and maximize funds that go directly to charities.We are responding to donor requests to put more information online to conserve resources.«««««««««« • «««««««««« • Some key points in the CFC regulations • The CFC will provide a “100% ask”, meaning every employee is given an opportunity to participate. • Coercion is strictly forbidden. Asking people to participate is not coercion. • Setting a goal of “100% participation” is considered coercion and is prohibited. • Supervisors may not solicit employees. • ««««««««««

40. Donor Appreciation Gifts Again in the 2011 campaign, the Gateway CFC is offering donor appreciation gifts. While striving to keep the costs at a minimum, we also want to acknowledge and thank each individual donor. Donors are welcome to decline a gift, which does reduce costs carried by the campaign. But studies tell that many donors like to receive a token gift acknowledging their generosity, and enjoy displaying their support for the campaign. An Acknowledgement Gift for All Donors: This year, every donor is entitled to receive a commemorative 50th Anniversary click ink pen, made in the USA.

41. Donor Appreciation Gifts A Special 50th Anniversary Year Inspiration! We want to encourage donors to increase their pledge in honor of the 50th Anniversary of the CFC. If a donor increases their gift by $50 more than they pledged last year, they may have a commemorative 50th Anniversary lapel pin (while supplies last)! Please take the donor’s word that they have increased their donation by $50, we are using the honor system.

42. Donor Appreciation Gifts Champion Donor Level$312 to $999 There are two choices for donors at this level this year. Donors may pick either, first come first serve when either runs out there will only be one option :1.    CFC’s 50th Anniversary Commemorative Medal – 1¾” cast in brass with hand-colored enamel, made in USA.2.    A stars and stripes patriotic insulated lunch tote with the 50th anniversary logo on the front zippered pocket. This item was printed in the USA.

43. Donor Appreciation Gifts Leader Donor Level$1,000 plus    An Eagle award, 7½” tall with detailed images of an eagle in flight and an eagle head with a 50th Anniversary CFC color emblem on it – a special award for this special year!

44. 2011 Gateway CFC - Key Dates Details on Kickoffs & Charity Fairs can be found on the web site: gatewaycfc.org October 3, 2011 Official campaign start November 30, 2011 Conclusion of solicitation period December 15, 2011 Deadline for payroll pledges to be turned in to payroll offices, and closure of EEX on-line pledging system

45. The 2011 Gateway CFC Goal Poster This 2011 Gateway CFC Goal Poster is available for use at your workplace, ask your Campaign Representative to add it to your supply request A PDF is available for download from the Gateway CFC web site, Tools and Resources section

46. KeyworkerReport Envelope Keyworker Report Envelope Instructions (printed on the back side of each envelope) 1. Please PRINT CLEARLY 2. Do not seal this envelope until the contents are reviewed by your Campaign Coordinator or Campaign Representative 3. Review each pledge card to make sure it is complete. If it is a payroll contribution, the pledge card MUSThave the donor’s Social Security --or-- Employee ID number written on it, and it MUST be signed by the donor. 4. Check the math on the pledge cards to see that the annual pledge total matches the designation section’s total.5. Paperclip cash or checks to the corresponding pledge card. PLEASE DO NOT STAPLE! 6. Anonymous pledges should be reported in a separate Keyworker Report Envelope. 7. Treat special events as a “donor.” Fill out a pledge card for the funds collected from a special event. First name “Special” last name “Event.” 8. Keep white and yellow copies of the pledge card together until your Campaign Coordinator separates them. Your Coordinator MUST send the white copies of payroll pledges to the payroll processing office.

47. KeyworkerReport Envelope 9. After the white copies have been removed, please put the yellow copies in the same order as they are listed on the front of this envelope. Then number the yellow copies of the pledge form as shown in the illustration below. Paper clip them together to keep them in order. 10. Photocopy this envelope so you have a checklist for distributing donor appreciation items. 11. Meet with your Campaign Coordinator to verify contents. Then sign and seal this envelope. Thank you for following these directions; your attention to detail ensures that the process works accurately and efficiently.

48. What are some common questions (and their answers!) about the CFC? Q:Why should I make charitable contributions through the CFC when I could just send a check directly to the charities I wish to support? A: By combining solicitations into a once-a-year, unified campaign, the CFC reduces the need for individual, costly solicitations from charities. Accounting costs are lower because charitable gifts are consolidated into reliable monthly checks to the charity, reducing processing costs. Additionally, many donors find it easier to contribute monthly, with funds coming directly from their paychecks, rather than sending a check directly to an organization they wish to support.   Q:If I don’t designate a charity, what happens to my donation? A: All “undesignated” donations are combined and then shared proportionally among all charities and federations that received designations.

49. What are some common questions (and their answers!) about the CFC? Q:How efficient is the Gateway CFC? A: Through a cooperative effort between Gateway CFC’s Local Federal Coordinating Committee (LFCC) and the Principal Combined Fund Organization (PCFO), Earth Share of Missouri, campaign expenses have been reduced to a very low average of 6.5%. In comparison, nationally the CFC average is 10.4%. A low overhead means more dollars are going to charitable work. Q:Why isn’t my favorite charity on the list? A: Charities must apply and meet criteria that is established by regulation to be included. It is possible that the charity either did not apply or did not qualify. Please encourage the charity to apply next year. Check www.opm.gov/cfcfor the national procedures or www.gatewaycfc.orgfor local information. Q:If I write a check, to whom is it payable? A: Gateway CFC. Q:Where can I find answers to other FAQs? A: On the back of the pink page of the Gateway CFC pledge form, or on the web site.

50. Some Examples of What Your Contributions Can Do: $1 Plants a tree in a public park. $5 Buys polio immunizations for 5 kids. $10 Buys 5 warm blankets for a refugee family. $10 Provides 50 minutes of life-skills training for an adult with developmental disabilities. $20 Provides public transit passes for 10 military travelers $26 Helps a food pantry distribute $520 worth of food. $26 Pays to transport a disabled client to an urgent medical appointment. $50 Provides food for one injured wild animal. $50 Spays/neuters an animal to slow pet overpopulation. $52 Buys one acre of tropical rainforest to protect natural areas vital to global climate and s species diversity. $52 Provides a day of support for a crew of student volunteers in public parks. $52 Provides in-home screenings to assess two toddlers for developmental delays, educate parents about results. $52 Delivers nutritious meals to a home-bound senior citizen for a month. $52 Gives a pair of shoes to 5 needy kids.