1. Heartland CFC 2013 Campaign Coordinator Workshop

2. Workshop Objectives • Learn Campaign Basics • Discuss Special Events & FUNdraising Ideas • Cover CFC E-Technology • Learn Reporting & Forms • Discover Online Resources • Discuss 2013 Changes

3. QUICK FACTS ABOUT THE HEARTLAND CFC

4. 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.

5. Purpose of the CFC Offering a single guide, called the Charity Listing, and payroll deduction, the CFC brought the diversity of fundraising efforts under one efficient and fair umbrella. One campaign….Once a year.

6. QUICK FACTS ABOUT THE CFC • Most inclusive workplace giving campaign in the world • Only government-authorized means of solicitation to employees in the federal workplace - on behalf of charitable organizations • Currently over 100 campaigns nationwide & overseas • Over 25,000 nonprofit organizations worldwide • In 2010, 1.4 million federal employees contributed $282.6 million • 2013 is 53rd anniversary of CFC!

7. HEARTLAND CFC

8. Local Federal Coordinating Committee(LFCC) CFC ORGANIZATION • Co-Chair • (Management) • Co-Chair • (Labor) • Division Chair • Division Chair • Division Chair • Loaned Executive • Loaned Executive • Loaned Executive • Campaign Coordinator • Campaign Coordinator • Campaign Coordinator • Campaign Coordinator • Campaign Coordinator • Campaign Coordinator • Canvasser • Canvasser • Canvasser • Canvasser • Canvasser • Canvasser

10. KEY Campaign Dates • Loaned Executives’ Duties Begin August 12 • Campaign Coordinator Workshops August 20 & 28 • Begin campaign planning &training September • CFC Softball Tournament September 28 • HEARTLAND CFC CAMPAIGN KICKOFFOctober 1 • USDA Golf Tournament October 9 • Campaign Events for your Agency TBD • Get Your Give Online Week October 21 - 25 • Loaned Executives’ Final Day November 22 • CAMPAIGN CLOSES November 22

11. 2013 CFC SOFTBALL Tournament (September 28th) • Form a team within your agency (co-ed) • $20 donation per player • Roe Ball Fields – Roe Park • 8:00 am – 4:00 pm For more info contact: Walt Kindergan, 816-325-8163

12. Notebook Overview • Know the Facts About CFC Page 2 • Key Campaign Workers 3 • Your Role & Responsibilities 4 • The Campaign Action Plan 5 • Pre-Campaign 6 • During the Campaign 10 • Post-Campaign 12

13. Notebook Overview(cont’d) • Special Events and FUNdraising Ideas 13 • Special Events 101 14 • Prizes & Incentives 15 • Past Successful Campaign Themes 15 • Types of Special Events 16 • Fundraising and Special Events Checklist 19 • Celebration: Mission Accomplished 19 • CFC Glossary 20 • Find More Help Online! 22 • Notes 23

14. 2013 Campaign materials

15. SUPPLY ENVELOPES • Charity Listing Catalog • Pledge Cards • Report Form • Report Envelopes

16. 2013 logo & slogan

17. 2013 Charity Catalog

18. 2013 Charity Catalog Every 2013 Heartland-approved charity is listed in this Charity Catalog with the following information:

19. National Taxonomy of Exempt Entities (NTEE) Classification System • A Arts, Culture, and Humanities • B Educational Institutions & Related Activities • C Environmental Quality, Protection & Beautification • D Animal Related • E Health – General and Rehabilitative • F Mental Health, Crisis Intervention • G Disease, Disorders, Medicinal Disciplines • H Medical Research • I Crime, Legal Related • J Employment, Job Related • K Food, Agriculture, and Nutrition • L Housing, Shelter • M Public Safety, Disaster Preparedness & Relief • N Recreation, Sports, Leisure, Athletics • O Youth Development • P Human Services – Multipurpose and Other • Q International, Foreign Affairs, National Security • R Civil Rights, Social Action, Advocacy • S Community Improvement, Capacity Building • T Philanthropy, Voluntarism & Foundations • U Science & Technology Research Institutes, Services • V Social Science Research Institutes, Services • W Public, Social Benefit: Multipurpose, Other • X Religion Related, Spiritual Development • Y Mutual/Membership Benefit Orgs., Other • Z Other

21. 2013 PLEDGE form

24. 1 4 2 3 5 6 7

30. Online resources www.heartlandcfc.org

31. Documents available online: • Campaign Planning Documents: • FUNdraising & Events Planning Form • FUNdraising Event Ideas (detailed) • Checklist • Sample Forms & Instructions • Campaign Report Form • Incentive Request Form (Community Investor) • Speakers’ Bureau Request Form • Pledge Card • Online Donation Instructions • Sample & Template documents: • Thank-You certificates • Sample letters, emails & newsletters • Solicitation & Thank You Letters (to companies) • Speeches, Meetings and Rallies • Online Catalog and Charity Search Engine • Online Pledging Access • Calendar of Events & Announcements • Campaign Progress • Posters • Downloadable Pledge Form (PDF format) • And so much more…

32. RESOURCING IMPACT

33. The three cs Choice Charities Convenience

34. Choice • The Combined Federal Campaign belongs to YOU • It is designed as a partnership between the employee, the Federal Government and the charitable organizations • It operates completely through direct donor choice

35. Convenience Multiple convenient ways to give: • One-time gifts (check/cash) • Payroll deduction (most popular) • Online giving (pledges & credit cards) • Special Events/Fundraisers

36. credibility • All CFC-approved charities must meet specific criteria: • 501c3, non-profit • Audited • Run by a Board of Directors • And other considerations • Federal employees review all charities listed in the catalog • The CFC has a proven track record of efficiency and accuracy with charity reviews

37. Types of charities National/International Organizations Local Federations(has member charities) Local Independent Organizations

38. ONLINE GIVING

39. ONLINE GIVING – EMPLOYEE EXPRESS • Commodity Futures Trading Commission • Consumer Product Safety Commission • Department of Education • Department of Interior • Department of State • Department of Transportation • Equal Employment Opportunity Commission • Federal Trade Commission • General Services Administration • International Trade Commission • National Archives & Records Administration • National Labor Relations Board • National Transportation Safety Board • Nuclear Regulatory Commission • Office of Personnel Management • Railroad Retirement Board • Securities and Exchange Commission • Social Security Administration

40. ONLINE GIVING EMPLOYEE EXPRESS CFC NEXUS Does not “Talk” to Federal Payroll Offices Coordinator must print off pledge forms & mail to payroll office Does require additional registration / login • “Talks” to Federal Payroll Offices • Payroll Offices can automatically process a pledge from EEX • Does not require registration to sign up

41. The Heartland CFC is proud of its small fundraising percentage. Over 95.0%of your dollar goes to charities providing services to people. Local United Way Overhead acceptable by the Better Business Bureau Heartland CFC Average Non-profit Average CFC

42. 8 YEAR HISTORY: HEARTLAND CFC

43. HISTORIC PAYROLL VS. CASH DONATIONS

44. 8 YEAR AVERAGE / PER CAPITA PLEDGES

45. 8 YEAR PERCENTAGE PARTICIPATION

47. Reasons for Turnover • Financial Limitation • Laid off/unemployed • Medical expenses • Workplace Change • Changed jobs/retired • Workplace campaign was discontinued • Communications Gap • No one asked me • I did not get any information • Proactive or Competitive • Chose other charities • Overhead is too high United Way Research – 2007 Public Poll and ACI Study

48. 2012 Heartland CFC Average Gift: $ 317.71 $4.0 million raisedwith 21.1% employee participation If we increased total participation to: 25% = We could raise $4,750,710! 30% = We could raise $5,700,853! 35% = We could raise $6,650,995!

49. MAKE THE MOST OF YOUR DONATION • Heartland Combined Federal Campaign • 2012 Fundraising/Administrative Cost 4.81% • Undesignated dollars raised in 2012 $295,823 (7.38%) • Your Donation Has Impact: Example for 2012 Your amount pledge through CFC $200.00 Undesignated Dollars to your agency (7.38%) +$ 14.62 Cost of Administration & Fundraising (4.81%) - $ _ 9.62 Your total designated gift to an agency $205.00

50. 2013 “Community INVESTORs” Donors contributing $450+