Welcome to 2013 CFC Coordinator Training

1. Welcome to 2013 CFC Coordinator Training

2. Coordinator Training Part 1 • Welcome – LFCC Chair, Barry Roberts • Video – “We are in this together” • CFC Overview and Structure • Agency Coordinator Role • Agency Keyworker Role • 2013 Website – Big Role • Campaign Material

3. Barry Roberts 2013 LFCC Chair Central Ohio West Virginia CFC

4. What is the CFC? • CFC is the world’s largest and most successful annual workplace fundraising campaign. • There are more than 190 CFC’s throughout the country and internationally that raise millions of dollars each year. • To date federal employees have collected over $7 billion dollars for local, national, and international charitable organizations. • Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non–profit organizations that provide health and human service benefits throughout the world. • The Central Ohio and WV CFC raised nearly $1.5 million dollars during the 2012 campaign.

5. 33 County Giving AreaAdams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia, Guernsey, Highland, Hocking, Jackson, Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross, Scioto, Union, Vinton, and Washington counties in Ohio.Cabell, Wayne and Wood counties in West Virginia.

6. Structure Sets Policy & Procedures Leadership of LFCC (Local Federal Campaign Committee) Conducts Local Campaign Manages Local Campaign (Principal Combined Fund Organization)

7. OPM (Office of Personnel Mgmt) Structure Director, OPM Elaine Kaplan Director, CFC Operations Keith Willingham CFC Staff Curtis Rumbaugh Mary Capule CherLynn Stevens Marcus Glasgow OPM Publishes CFC Regulations Establishes Timelines Provides Direction and Guidance Develops & Publishes National / International List Establishes Rules on Local Application’s Final Appeal Audits

8. PCFO Responsibilities • Campaign Management • Honor employee designations • Help to ensure no employee is coerced • Train Loaned Executives, Coordinators & Keyworkers • Ensure no employee is questioned as to his or her designation • Prepare campaign materials (with LFCC approval) • Fiscal Management & Audit Responsibilities

9. LFCC Responsibilities • Conducts the Local Campaign • Encourage local Federal agencies to appoint Loaned Executives • Encourage Agency Directors/CO’s to support the campaign • Ensure that, to the extent possible, every federal employee is given an opportunity to participate in the CFC (100% Contact) • Hires PCFO • Approves Budget • Conducts Local Agency Eligibility • Provides Oversight of PCFO • Approves Campaign Material • Conducts Compliance Audit (Members from Federal Community) • Final Campaign Decisions • Liaison to Federal Agency Heads

10. Loaned Executive (LE) Responsibilities • Promote and make presentations about CFC to employee groups as requested. • Deliver all material needed for employee campaigns including pledge cards, brochures, report envelopes, and campaign posters. • Ensure the CFC’s impact is demonstrated through the use of agency tours, agency displays, speakers, and the use of the campaign video. • Provide quality customer service to agency and campaign volunteers. • Assist agency coordinators with planning, organizing and conducting employee campaigns and meetings. • Follow-up with CFC Agency Coordinators weekly or as needed. • Act as a liaison between Agency and PFCO.

11. Elements of a Successful Coordinator • Obtain support for the campaign from the Agency Head - CRITICAL • Know the facts about CFC – bring the message “home” to your Agency • Engage your Agency through events, communications, marketing, and passionate Keyworkers and Captains • Get to know your Loaned Executive & PCFO • Recruit your team – Keyworkers, Captains, Helpers • Train and support your team • Drive employees to the campaign website and encourage online pledging

12. Agency Coordinator Role • Primary contact with Loaned Executives and PCFO • Develops, schedules and implements the Agency campaign (via awareness, marketing and special events). • Develops and implements a schedule for employee “ask” meetings to educate employees about the CFC. • Assures that related “off-site” offices in the Agency are included in the campaign. • Reviews and analyzes the giving history and past campaign activities of the agency. • Recruits and trains campaign team (i.e.. Keyworkers & Captains - one for every 15 to 20 employees).

13. Agency Coordinator Role • Distributes all campaign materials, collects and audits pledge cards in timely fashion. • Communicates campaign progress, results and contacts assigned LE’s to pick-up report envelopes to be taken to the Campaign Coordinating Organization. • Completes the campaign during the specified time period with follow-up as necessary. • Works to create and distribute valuable recognition opportunities for top donors as well as Keyworkers and Captains.

14. Agency Keyworker Role • Liaison between employee and Agency Coordinator • Key to any successful campaign with Agency with large number of employees • Must be willing to ‘reach out’ and become a passionate ambassador for the Campaign • Ideally, 1 Keyworker for every 15-20 employees

15. Campaign Website www.cowvcfc.org

16. Campaign Materials

17. Campaign Website www.cowvcfc.org

18. 2013 Central Ohio & West Virginia CFC Charity Guide

19. Charity Posters

20. Pledge Card

22. Completing the Pledge Card Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly! 3-Part Form: • Top page goes to your Payroll Office. • Middle page (white carbon copy) goes in the Report Envelope. • Bottom page (pink carbon copy) to donor as confirmation receipt.

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26. Campaign Website www.cowvcfc.org

27. Campaign ReportEnvelope

28. 75.00

29. Key Points • Separate Civilian from Military Pledge Cards when adding pledges • Add total number of “Items” in the envelope • DO NOT sign on “Envelope Picked Up By:” line 75.00

30. Donor Recognition Items Bronze $260-519.99 Silver $520-779.99 Gold $780-1,039.99 Platinum $1,040 +

31. Campaign Website www.cowvcfc.org

32. Donor Recognition Item Requests

33. Speaker Requests Individual Speakers and Agency Fairs https://uwco.wufoo.com/forms/public-sector-speaker-request/

34. Coordinator Training Part 1 Conclusion 10 minute Break Resume with Part 2

35. Campaign Website www.cowvcfc.org

36. Coordinator Training Part 2 • “Making Choices” • The IMPACT of the Fed Employee • Participation Level vs. Dollar Level • What You Will Hear • Keyworker Training & Recognition

37. Coordinator Training Part 2 continued • Coordinator Mentors • 2013 Goals • Website Resources – Forms & Downloads • Questions • Final Notes

38. MAKING CHOICES…. Real life decisions. What would YOU do?

39. The IMPACT of the Federal Employee • Nearly $260 Million put into our communities • $1,472,400 contributed in 2012 • $341 average per Donor • $28.42 per month • Supports nearly 3000 Charities across the country • Donor-driven – support what moves you

40. Campaign Website www.cowvcfc.org

41. Participation Level vs. Dollar Level - 51.7% $211.77/donor 2002 – 39% 2007 – 29.8% 2012 – 19% $340.83/donor PLEASE FOCUS ON PARTICIPATION!!!!!!

42. Six Elements of the Personal “Ask” • Be Passionate – it’s contagious • Be Confident • Listen to objections • Explain Why (bring it home – to your agency) • Ask to support a cause that connects with them • Say “THANK YOU” (Again, again & again)

43. How to Handle Objections • Focus on Solutions to Objections • Always Listen • Never Let an objection lead to an argument • Respond with Positive Solutions • Turn Negatives into Positives • Allow potential donors to verbalize opinions • Don’t take “no thanks” personally!!

44. What you will hear. Responses to Why People Don’t Give Future Donor: I give to my own charities/church. You: That’s great. Then you know how important it is to be charitable. Can you please consider including our CFC agencies in your charitable giving? Future Donor: I will not support management. You: Your donation does not benefit management. This is your opportunity to give to charity and support the community. Future Donor: I don’t know where my money is going. You: You have the ability to control exactly where you want your donation to go. The charity will send you an acknowledgement if you like.

45. Keyworker Training & Recognition KEYWORKER: An assistant to the Agency Coordinator – assigned to a defined number of coworkers – responsible for communicating the CFC message, providing campaign materials, asking for support and help in collecting pledge forms. Critical to the campaign success of larger agencies • Connect - 1 Keyworker per 15-20 co-workers • BeBOLD!! – Keyworkers must not be timid when asking for support • Process – Keyworkers insure EVERY employee has a pledge form • Thank – Keyworkers need to insure they THANK every donor, provide campaign pin upon making a pledge to donate

46. Keyworker Training & Recognition Recognition As Coordinator, YOU are responsible for recognizing the efforts of your Keyworkers. It is strongly encouraged to create some form of recognition from yourself and/or Dept. Head. • Nominate a “Keyworker of the Week” award throughout the campaign – post in a public place (monitor, daily news) • Provide a certificate of appreciation for all Keyworkers at the conclusion of the campaign – presented by Dept. Head

47. STILL NOT SURE WHAT YOU ARE IN FOR? YOU ARE NOT ALONE. Contact any of our newly formed, “Coordinator Mentors” They have made themselves available to take you call or email to help you in your efforts. These Coordinators started just like you and are some of our most successful Coordinators today.

48. 2013 CFC GOAL $1,100,000 From 4,020 OF DONORS

49. Campaign Website www.cowvcfc.org • Resources and Downloads • Resources • Forms • Training

50. WEBSITE RESOURCES & DOWNLOADS - RESOURCES • 2013 Charity Guide • 2013 Campaign Poster (both versions) • 2013 Campaign Video • New Employee CFC Overview