Keyworkers Make it Possible

1. Keyworkers Make it Possible

2. Thank you for being a CFC Keyworker

3. About the CFC: • Established by President John F. Kennedy in 1961 • World’s largest fundraising campaign • In 2013, our region raised $51 million for charities • Nationwide, the CFC has raised more than $7 billion for charity over the past 52 years

4. Department of Health and Human Services • Lead Agency: Administration for Children and Families • Joel Sackett, HHS Campaign Manager NIH CFC leadership • Dr. Collins, NIH Director and Campaign Co-Chair • Dr. Briggs, NCCAM Director and Campaign Co-Chair • Wendy Liffers, NCCAM Executive Officer and NIH Campaign Manager • NIH Steering Committee • IC Executive Officers: Campaign Coordinators • Deputy and Assistant Coordinator • Keyworkers

5. Goals Why have goals? Benchmark Motivation

6. Primary responsibilities Tell you contacts about the campaign and ask them to participate Accept paper pledge forms from your contacts and submit them to your IC CFC Deputy Coordinatornote: most online donations are paperless Thank everyone for considering participating in the CFC

7. Campaigntimeline October - Receive your supplies and list of people to contact - Pass out Campaign Cards and introduce yourself as the Keyworker - NIH CFC Kickoff, Wednesday, October 8, 11 to 1, in front of Building One • November - Follow up with each of your contacts - Continue momentum within your IC with messages, signs, events, . . . • December - The final “ask” - R&W Drawing deadline is December 15 • January - Continue accepting contributions

8. Get ready • Learn about the campaign • Look at the pledge form, the CFC options at MyPay, and the options at CFCNexus.org • Visit cfc.nih.gov • Make sure you know who you are responsible for contacting

9. Keyworker supplies Campaign Cards Second Touch Cards Paper Pledge Forms Pledge Form Carriers CFCNCA Posters Printed Catalog

10. 100% ask 100% ask—not 100% participation Explain that donors pick the charities they want to support Explain it is easy to give Let your co-workers know that you are there to answer their questions Follow up with all your contacts

11. Federal regulations & ethics • Do not: • Require 100% participation • Coerce fellow employees • Suggest donation amounts or charities to support • Develop a list of contributors OR non-contributors (You may keep a list of those you have contacted and those you have not)

12. Universal giving Previously, donors could only give to national/international charities, or approved charities in their specific CFC region This year, CFCNCA donors will be able to give to any CFC approved charity in any region in the country The printed catalog only lists local capital-area charities plus national and international charities The online options list all 20,000+ charities

13. How do I make the “ask”?

14. Giving options • Option for federal employees • Online through MyPay • Paper pledge form • Available to everyone • CFCNexus.org • Available to everyone • Paper pledge form • Option at CFCNexus.org

15. www.cfcnca.org

16. Step 1: Click on the CFC link

17. Step 2: Select “Add New Contribution.”

18. Step 3: Enter the per- Pay Period deduction amount Step 4: Click Save

19. Step 4: Search for charities by: Code, Name, Category, or Advanced Search. www.cfcnca.org

20. Step 5: This screen will populate after selecting the charities.

21. Enter your IC’s Reporting Unit Number here Federal Department/Agency and Office. Please enter your office location or code provided by your campaign worker: www.cfcnca.org

22. Step 6: Verify that your information is correct. If so, select “yes.” Your Reporting Unit Number will show up here.

24. About payroll deduction pledges CFC payroll pledge = 26 pay periods First deduction for the 2014 CFC will be effective: pay period beginning January 11, 2015 and ending January 24, 2015, with payday on January 30, 2015 Remind your contacts to check their pay stubs to ensure their CFC pledge is accurate

25. Notes on myPay • You can select up to 30 charities in myPay (29 if there are “undesignated” funds remaining) • Employees must enter a .gov email address • Donors will receive an email receipt for their myPay pledge www.cfcnca.org

26. Challenges with myPay There is no ability to start a pledge and save it for later.  myPay times out after 20 minutes.  Incomplete pledges will be lost and donors will need to start again. Once a pledge is completed the donor cannot re-open the myPay pledge to make changes.  All changes have to be made through your IC’s benefits/payroll liaison found at http://hr.od.nih.gov/benefits/BenefitsContacts.htm. The following charities are participating in the campaign but are not available in myPay: -WAMU 88.5 -American Cancer Society Inc. -American Heart Association, Mid-Atlantic Affiliate -MDA, Mid-Atlantic Division -Roanoke Valley Horse Rescue Inc. -Wildlife Biology Institute -Lexington Park Volunteer Rescue Squad, Inc. -Mid Atlantic English Springer Spaniel Rescue -NASA COLLEGE SCHOLARSHIP FUND INC -WOUNDED WARRIOR FAMILY FOUNDATION -ACTION FOR HOPE USA www.cfcnca.org

27. Debit and credit pledges • New users must register prior to pledging • Those who used CFCNexus last year will already be registered • Tools to recover username and password • Past pledging information will be available • Payroll deduction option is no longer available—must use MyPay • All NIH Institutes and Centers are listed—users must select from drop-down menu • Upgrades from last year make CFCNexus easier to use

28. www.cfcnca.org

29. About credit and debit pledges Choose from one-time or reoccurring One-time gifts are made the day the donor enters the pledge in CFCNexus Reoccurring gifts begin the first billing period in January 2015 and continue for 12 periods www.cfcnca.org

30. Paper pledge forms New smaller size! • Yellow copy • for payroll deduction pledges only • goes to NIH payroll office • White Copy: • for every paper pledge • goes to CFCNCA • Blue Copy: • for every paper pledge • donor’s receipt

31. Pledge Form Carrier (Form 100) • Used for processing • paper pledges • CFCNexus check and cash donations • Special event proceeds • A white copy for every paper pledge goes in the upper “white” pocket • A yellow copy for every paper payroll pledge goes in the lower “yellow” pocket

32. Processing paper pledges • Keep completed pledge forms secure at all times • Ensure the co-workers have filled out completely and correctly • All deduction amounts must match total annual deduction amount • Payroll deductions need an authorization signature • Check must be included and made payable to CFCNCA • Turn in any pledges you have every week on _________________ to your IC Coordinator:______________________.

33. Saying thank you Objective: thank everyone who made a pledge and recognize Eagle Donors Challenge: online donations are completely confidential, and campaign workers have no access to that information Solution: • thank everyone for considering participating in the campaign • ask each of your contacts if they know about the Eagle Award, explaining that it is for those who give 1% or 2% or more through the CFC and that Eagle givers should tell you, the Keyworker • we have special thank you cards and lapel pins for Eagle donors. • many charities send thank you messages to their CFC donors

34. Event calendar

35. NIH’s CFC Website cfc.nih.gov Links to donate pages MyPay CFCNexus Information about the NIH Campaign www.cfcnca.org

36. Campaign videos • 3-minute campaign video • 1-minute campaign video • 3 15-second campaign videos • Nearly 100 thirty-second individual videos www.cfcnca.org

37. Help and support Contact NIH CFC Send an email to our help desk: nihcfc2014@mail.nih.gov Call the NIH CFC Office at 301-594-1782 -Debra Gale 301-435-1208 or email debra.gale@nih.gov -Christine Brake 703-407-1909 or email brakec@mail.nih.gov -Monica Hanson 301-792-5673 or email monica.hanson@nih.gov Contact CFCNCA Visit www.cfcnca.org   Email support@cfcnca.org Call the CFCNCA Help Desk, (202) 465-7230

38. Thank You For Making It Possible!