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Rocky Mountain Region Employee Campaign Chair Training

Rocky Mountain Region Employee Campaign Chair Training. 2013. CFC Overview Rocky Mountain CFC Employee Campaign Chair Role & Responsibilities Campaign Timeline Solicitation Tips, Tools & Activities Giving Methods Break Pledge Collection & Reporting PII & OSI Security Tips & Tools Q&A.

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Rocky Mountain Region Employee Campaign Chair Training

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  1. Rocky Mountain RegionEmployee Campaign Chair Training 2013

  2. CFC Overview • Rocky Mountain CFC • Employee Campaign Chair Role & Responsibilities • Campaign Timeline • Solicitation Tips, Tools & Activities • Giving Methods • Break • Pledge Collection & Reporting • PII & OSI Security • Tips & Tools • Q&A Overview: Thank you for partnering with the CFC! 2

  3. PCFO Team 2013 Eddie Bracken, Chairman of the Board, Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator, Jen Weem, Electronic Giving Coordinator, Chuck Bader, USPS Campaign Coordinator

  4. PCFO Contact Info Barbara Barfield - Campaign Director719-531-5501 BarbaraBarfield@FESforCFC.org Irma Jones - Campaign Operations Manager 720-999-2015 IrmaJones@FESforCFC.org Cari Allen - Campaign Coordinator720-352-5076 CariAllen@FESforCFC.org Chuck Bader - USPS Account Manager 719-232-3373 ChuckBader@FESforCFC.org Anita Obando – Larimer & Weld Counties 719-999 -1015 AnitaObando@FESforCFC.org Jennifer Weems – Gift Redemption Manager 415-571-4852 jenweems@FESforCFC.org 4

  5. The mission of the CFC is to promote and support 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 • Largest and most successful workplace giving campaign in the world • Only authorized charity fundraising in Federal workplace • Designation Campaign – not all charities receive funds • Each region sets Campaign Solicitation period sometime between September 15 – December 15 each year CFC Thank you for partnering with the CFC! 5

  6. Rocky Mountain CFC Thank you for partnering with the CFC! 6

  7. Executive Committee Regional Federal Agency Directors Rocky Mountain CFC LFCC Regional Military and Federal Agency Reps PCFO Board of Directors Campaign Director Employee Campaign Chairs Key Workers 1 per every 25 Other Volunteers Charitable Organizations Thank you for partnering with the CFC! 7

  8. Rocky Mountain Region • Approximately 42,000 Federal Employees in 20 counties • Raised $3.0 Million in 2012 • Geographic campaign hubs: • Boulder • Downtown • Denver Federal Center & Lakewood • Buckley & Aurora • Larimer & Weld Counties • Hubs supported with PCFO supported multi-agency kick-off events • Website: www.rockymountaincfc.org 8

  9. What’s New • 2013 Initiatives Overview: • Campaign merger with Larimer & Weld Counties • myPay Online Giving • Goal criteria Thank you for partnering with the CFC! 9

  10. Themes: 10

  11. Themes: • Kick Off Theme – “Moving Mountains” • We have combined with 2 other regions, so we wanted to have an inclusive idea that all regions could promote at all of our events. Thank you for partnering with the CFC! 11

  12. Training – “More Than Just a Bill” • Promoting – “Thank you Feds” • Promoting – “I Make It Possible” 2013 Video Options: Thank you for partnering with the CFC! 12

  13. CFC Strategic Plan • Stephen Covey – The 8th Habit “From Effectiveness to Greatness” • Create culture for giving • Create campaign ownership • Educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness) • Integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.) • Increase participation by attracting/cultivating new donors • Increase donations • Enhance the giving experience • Link donors and human health & welfare program recipients 13

  14. Rule #1: Must Have Fun! Rocky Mountain CFC Rules Thank you for partnering with the CFC! 14

  15. Rocky Mountain CFC Rules • Rule #2: Keep It Simple! Thank you for partnering with the CFC! 15

  16. 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 & OPM Memorandum OPM Campaign Regulations Thank you for partnering with the CFC! 16

  17. BUILD YOUR TEAM • KeyWorkers (1:25) • Event & Activities Volunteers • Finance Officer/Payroll Coordinator • Other Volunteers • Event Participants Campaign Team Thank you for partnering with the CFC! 17

  18. Employee Campaign Chair (ECC) • Team Leader! • Recruit the Department/Agency/Division Team • Create the Campaign Plan • Inspire • Motivate • Educate & Train • Campaign Reporting • Campaign Follow Up What do I do? Thank you for partnering with the CFC! 18

  19. Six Week Solicitation Outline (Most Effective & Efficient) • Ideal Solicitation Period (6 weeks from Oct 1-Nov 15) • Week 1 – 100% Awareness • Kickoff Event/Activity • Week 2 – 100% Opportunity • Group Presentation • Week 3 – 100% Follow Up • Collect Pledges • Week 4 – 6 Follow Up and answer questions Campaign Timeline Thank you for partnering with the CFC! 19

  20. Promote Campaign: September 30 – December 15 • Schedule pickup of Campaign Materials • Materials will be available Sept 20-24 at the DFC • Will be available for pick up at Hub kick off events too • Promote Campaign • Posters/Flyers • Email Blasts & Internal Newsletters • Events, Activities & Staff Meeting • Attend a Hub Kick Off with your team • Plan your own agency kick off Solicitation Activities 20

  21. Solicitation Activities • Promote Campaign: 1 Oct – 15 Dec • Commander’ Call or Staff Briefings • “Mini Kick-Offs” held at Commanders Calls • Target timeframe: Sept - Oct • Videos • USAFA Superintendent Support Video • Thank You Feds video • Invite Speakers • Charity Speakers list – www.peakcfc.com • Terri’s Poem – Posted on website • Peer Testimonials Thank you for partnering with the CFC! 21

  22. Solicitation Tips • Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with 4 – 6 weeks of solicitation • Run condensed solicitation in three weeks Thank you for partnering with the CFC! 22

  23. Solicitation Tools • CFC Website: www.RockyMountainCFC.org • Searchable Charity Database • Links to online giving sources • PDF Brochure Fill in Pledge Form • All support materials • PDF of hard materials • Charity Speakers’ List • All Training Tools Thank you for partnering with the CFC! 23

  24. Chili Cook-Off/ Crock Pot Cook-Off with different categories • Candy Grams • Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest • Scavenger Hunt • 5K walk or run • Silent Auction/Basket Auction • Bake Sales/Burrito Sales • Penny Drive • Motorcycle Ride • Pie in the Face • Jeans or Sports Gear on Fridays • Ice Cream Social/Sundae Bar Ideas from Last Year Thank you for partnering with the CFC! 24

  25. Solicitation Events: • PCFO Supported Campaign Hub Events: • Boulder NOAA, Boulder, CO – • Wed, Sept. 18 @ 11:00am – 1:30pm • Denver Federal Center, Lakewood, CO – • Tues, Sept. 24 @ 11:00am – 1:30pm (Rain Day Sept 26) • Downtown Kick Off, Denver, CO – • Wed, Sept 25 @ 11:00am – 1:30pm • Buckley Air Force Base, Aurora, CO – • Wed, Oct 2 @ 11:00 am – 1:30pm • Larimer County – TBA Thank you for partnering with the CFC! 25

  26. CFC Charity Fairs Thank you for partnering with the CFC!

  27. Solicitation Activities • Mid Campaign Blitz: Oct 21 - 25 • Get Your Give ON-Line • Campaign Theme National promotion • Keeps Campaign Momentum Strong • Simplest means of giving • CFC Nexus • myPay • Employee Express • Toolkit provided • Fun Reminder to complete pledging • Second opportunity for campaign marketing: • E-blast postcard reminder Thank you for partnering with the CFC! 27

  28. Solicitation Activities • Final Blitz • December 1- December 13 • It’s about the NEED theme reminder • Season of giving reminder • Tax Deduction reminder • Contribution cut off reminder • Electronic giving will be turned off COB Dec 15 28

  29. Solicitation Wrap Up • All Contributions Received by ECC: December 13 • Ensure totals for Awards have been submitted • Final Turn-Ins scheduled with PCFO Account Managers • Dec 16- 20 29

  30. Poster Flyer Rocky Mountain CFC www.rockymountaincfc.org Get Your Give ON-Line Promotional Materials Thermometer Thermometer Thank you for partnering with the CFC! 30

  31. Pledging Materials Get Your Give ON-Line One time credit card, cash or check __ __ __ __ __ __ __ __ __ __ Turn in the portion of form to Keyworker Reoccurring Payroll deduction Installation: ___________________ Donor: _____________________ Unit Name: ____________________ Unit Code: __________________ Gift Level: General Patriot (one hour’s pay per pay period) Hero(two hour’s pay per pay period) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Donor Appreciation Awards Pledge Form Reporting Envelope Appreciation Award Confirmation 31

  32. Giving Methods • Reoccurring Gift: • Payroll Deduction – 95% of campaign • Employee Express – Participating Federal agencies • myPay • DoD Military and Active Duty Civilians • Independent Defense Agencies • EPA, Dept of Energy, HHS, VA • Nexus Payroll Deduction – All Personnel 32

  33. Giving Methods • One Time Gifts: • Credit Card • Nexus • Cash, Check • Nexus • Traditional pledge form (hard copy or PDF) 33

  34. Giving Methods • NEXUS Mobile Application Online: • NEXUS Demo: www.cfcnexus.org/_root/mobile/ Thank you for partnering with the CFC! 34

  35. What will I miss if I go to the bathroom? • Campaign Pledging & Reporting • Hurry back Stretch Break Thank you for partnering with the CFC! 35

  36. Pledge Form Pledging Pledge Form Thank you for partnering with the CFC! 36

  37. Pledging • Traditional Form IG Audit Findings: OPM Compliance training • Illegible, if it is unreadable, the pledge may not be processed correctly • Monthly gift is listed as the annual gift • Designation to an invalid code; pledges can only be made to agencies listed in this region’s brochure • Form isn’t signed; payroll deduction cannot be authorized if the form isn’t signed • Social security numbers is not provided; payroll deduction can not be authorized without the SSN; USPS employees may use their Employee ID#. 37

  38. Pledging • NEXUS Online Assisted: Available to anyone; • Rocky Mountain CFC Website links to NEXUS • One Time Contribution - Cash, Check, • One Time Credit Card – 3% third party convenience banking fee • Continual Gift – Payroll deduction (must renew annually, print & submit form) • NAF,and non Employee Express or myPay personnel: • Register • Search for charities • Complete Pledging • Print & submit • Confirmation 38

  39. CFC NEXUS • Pledge Training link:https://www.cfcnexus.org/_root/ 39

  40. CFC Nexus • CFC NEXUS • Pledging • Demo Link: https://www.cfcnexus.org/_root/ 40

  41. CFC NEXUS Overview 1. Registration 41

  42. Pledging • Employee Express • Only participating agencies that have paid for the module • Demonstration: A Demonstration Account is available for all to familiarize Federal users with the CFC-EEX E-Pledge system. Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444 (Local charities for this account are in the Atlanta campaign.) Thank you for partnering with the CFC! 42

  43. Pledging • myPay Online: Payroll deduction only • Pikes Peak Region Website links to myPay • Website Charity Searchable database (step 1) • myPay Transaction (step 2) • Login: https://mypay.dfas.mil/mypay.aspx • Select CFC option • Search for charities (not recommended) • Pledge • Confirmation Thank you for partnering with the CFC! 43

  44. Donor Gifts: Thanks You Awards Thank you for partnering with the CFC! 44

  45. Donor Appreciation Award Tracking • PCFO Tracking Form Provided for UPOs & Keyworkers • Each KeyWorker keeps a list of their 25 co-workers with a check box of what gift that donor requests and whether or not they have received it • Although Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive • General Gift thank you award provided with materials; distribute as pledge forms/confirmation forms are collected by keyworker • Silver & Gold Thank You Awards - provided electronically • Eagle Level Thank You Awards – provided at conclusion of solicitation Thank you for partnering with the CFC! 45

  46. Donor Appreciation Award Tracking • Traditional Form • Record award information from pledge form • myPay & Nexus • Donor fills out and submits donor contribution confirmation form • Keyworker includes tracking form in report envelope • Keyworker uses tracking form to create list of donor gift needs • Keyworker send tracking form electronically to UPO • Keyworker reports gifts needed on report envelope for turn-in • UPO tracks Unit gift needs on master tracking form Thank you for partnering with the CFC! 46

  47. Donor Appreciation Award Tracking Get Your Give ON-Line One time credit card, cash or check Reoccurring Payroll deduction Federal Agency: ____________________________ Donor: _____________________________ Unit Name: ________________________________ Unit Code: __________________________ Gift Level: General Patriot (one hour’s pay per pay period) Hero(two hour’s pay per pay period) Eagle Leadership Mile HIgh I prefer not to receive a donor appreciation gift. Thank you for partnering with the CFC! 47

  48. Get Your Give ON-Line One time credit card, cash or check Reoccurring Payroll deduction __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __ Turn in the portion of form to Keyworker Installation: ____________________________ Donor: _____________________________ Unit Name: ____________________ Unit Code: __________________________ Gift Level: General Patriot (one hour’s pay per pay period) Hero(two hour’s pay per pay period) Eagle Leadership Mile HIgh I prefer not to receive a donor appreciation gift. 48

  49. Donor Appreciation Award Tracking Ledger 49

  50. Turn-In Flow Chart Thank you for partnering with the CFC! 50

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