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Welcome

CENTRAL CALIFORNIACombined Federal

Campaign

2011 KICK OFF & TRAINING

2011 CFC...Celebrating 50 Years of Caring!

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Today’s objective…

To provide you with the

knowledge and skills to

conduct an effective campaign

within your Federal Agency

(AND, to get you EXCITED about the 50th Anniversary if our CFC!)

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INTRODUCTIONSINTRODUCTIONS

WHAT IS THE CFC? INTRODUCTION AND BACKGROUNDWHAT IS THE CFC? INTRODUCTION AND BACKGROUND

FREQUENTLY ASKED QUESTIONSFREQUENTLY ASKED QUESTIONS

PLANNING...THE KEY TO A SUCCESSFUL CAMPAIGNPLANNING...THE KEY TO A SUCCESSFUL CAMPAIGN

FORMS AND INSTRUCTIONSFORMS AND INSTRUCTIONS

  

AGENDA...

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The CFC Mission Statement…

The mission of the Combined Federal Campaign

(CFC) is to support and to promote philanthropy

through a voluntary program that is employee-

focused, cost-efficient and effective in providing all

Federal employees the opportunity to improve the

quality of life for all.

WHAT IS CFC?Introduction and Background (PAGE 2 IN YOUR MANUAL

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WHAT IS CFC?Introduction and Background (Page 2 in your manual)

The Combined Federal Campaign (CFC) is the ONLY AUTHORIZED SOLICITATION OF EMPLOYEES IN THE Federal workplace on behalf of charitable organizations.

In 1961, President Kennedy, by Executive Order, directed that the Office of Personnel Management (OPM) develop a once-a-year workplace campaign for all Federal employees, including the military services and the U.S. Postal Service.

CFC was established as a “designation campaign” and offered donors the convenience of payroll deduction for their charitable contributions.

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WHAT IS CFC?Introduction and Background(PAGE 2 IN YOUR MANUAL

Participating charitable agencies must:

Apply annually for campaign inclusion

Demonstrate sound fiscal management to the LFCC

Exhibit high integrity of conduct

Serve the community as a human health and welfare organization

Donors may designate their donations, confident that the charity utilizes its resources properly and conducts its services with a

high degree of competency.

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Structure of the CFCLeadership Org Chart (PAGE 3 IN YOUR MANUAL

 

Agency Coordinators

Key Workers

Office of Personnel Management (OPM)

Office of CFC Operations

Principal Combined Fund Organization (PCFO)

United Way of Fresno County

Local Federal Coordinating Committee (LFCC)

Loaned Executives

Local, National, & International Charities

Federal Employee Donors

Sets Policy and Procedures

Responsible to Conduct Local Campaign

Manages Local Campaign

Jeffrey Barrett, LFCC Chair

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COMMON MISCONCEPTIONS (PAGE 4 IN YOUR MANUAL

My CFC contribution is distributed to selected charitable organizations as determined by a committee or individual.

The CFC and the United Way campaign are one-in-the-same

When giving through the CFC my contribution supports every agency listed in the brochure.

A major portion of my contribution goes for administrative expenses.

A payroll deduction contribution continues forever.

I am being pressured to participate in the Combined Federal Campaign.

My office/agency does not participate in the Combined Federal Campaign.

      

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PREPARING TO MAKE “THE ASK” (PAGE 5 IN YOUR MANUAL)

EXPLAIN

LISTEN

ENCOURAGE

ASK

COMMUNICATE

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Q I prefer to contribute directly to a charity. Why should I give my charitable contribution through the CFC?

Q Are contributions tax-deductible?

Q What are the CFC’s administrative costs and where does the money come from?

Q Why should I support a campaign that includes organizations I don’t like?

Q What does the percentage number listed with each agency mean? Why should my donations cover administrative costs?

Q Why are certain agencies listed in the CFC Brochure and others aren’t? And what if my agency of choice is not in the CFC Brochure – can I designate it?

Q What will happen to MY money? How can I be sure that certain agencies won’t get my money?

Q Why should I contribute through the CFC when I don’t use the services of any of the recipient charities?

Q What if I don’t designate my gift?

ANSWERS TO FREQUENTLYASKED QUESTIONS (PAGES 6-8 IN YOUR MANUAL)

 

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PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

#1...Get Started

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PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

#2...Know Your Organization

PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

#3...EnlistSupport

PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

#4...Decide on a Solicitation

Style

PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

#5...PromoteYour

Campaign

PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

#6...ImplementYour

CampaignPlan

PLANNING...The Key to a Successful Campaign (PAGES 9-10 IN YOUR MANUAL)

7 STEPS TO SUCCESS

7. Report Results

NEW!

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PLANNING...The Key to a Successful Campaign (PAGES 11-12 IN YOUR MANUAL)

CAMPAIGN “BEST PRACTICES”

Bottom line... An effective campaign is:

65% Planning15% Running20% Closing

PLAN TO SUCCEED, AND YOU WILL!

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FORMS AND INSTRUCTIONS2011 PLEDGE FORM(PAGE 16 IN YOUR MANUAL)

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FORMS AND INSTRUCTIONSDONOR AWARD MANAGEMENT(PAGE 17 IN YOUR MANUAL)

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PLEDGE FORM PROCESSINGCASH/CHECK ENVELOPES (PAGE 18 IN YOUR MANUAL)

PLEDGE FORM PROCESSINGFirst...Sort the pledge forms into 2 stacks…pledges and cash/check. PROCESSING CASH/CHECK ENVELOPES (MANILA) Arrange the pledge forms by dollar value, lowest to highest Confirm that all donors who pledged $250.00 or more have either

accepted or declined the donor recognition award If necessary, follow up with donors who did not indicate their donor

award preferences Place pledge forms that have cash or check attached in the CASH or

CHECKS ONLY campaign report envelope (manila) Complete the front of the campaign report envelope and verify that the

envelope front totals match the pledge form total of the pledge forms included in the envelope

YOU MUST COMPLETE ALL 6 STEPS before submitting the envelope Call your Loaned Executive to arrange envelope pick up

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PLEDGE FORM PROCESSINGPLEDGE FORM ENVELOPES (PAGE 18 IN YOUR MANUAL)

PROCESSING PLEDGE FORMS ENVELOPES (WHITE)

Arrange the pledge forms by dollar value, lowest to highest Confirm that all donors who pledged $250.00 or more have either

accepted or declined the donor recognition award If necessary, follow up with donors who did not indicate their award

preferences Tear off the white copy of the pledge form and submit to your CFC

payroll processing department immediately (payroll giving will not begin until the white copies are processed)

Place the pledge forms in the PLEDGE FORM ONLY campaign report envelope (white)

Complete the front of the campaign report envelope and verify that the envelope front totals match the total of the pledge forms included in the envelope

YOU MUST COMPLETE ALL 6 STEPS before submitting the envelope Call your Loaned Executive to arrange envelope pick up

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CASH/CHECK ENVELOPE(PAGE 19 IN YOUR MANUAL)

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PLEDGE FORM ENVELOPE (PAGES 20 IN YOUR MANUAL)

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2010 Results

Raised $864,866.74 for charitable agencies, which was a 23% increase over 2009

541,467.98 (63%) was designated to local charities right here in our own communities!

11,957 Federal employees were solicited and 3,355 Federal employees contributed

28% participation rate

The Average Gift was - $257.78

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2010 CFC

The 2011 Campaign Solicitation Period is

September 1, 2011-December 1, 2011

The 2011 goal is

$900,000

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ALL CAMPAIGNS WILL BE USING THE SAME BROCHURE COVER IN HONOR OFTHE 5OTH ANNIVERSARY OF CFC!

NEW!

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NEW LOGOS FOR CFC

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TO CELEBRATE THE5OTH ANNIVERSARY...

5 MINUTE CFC BRIEFINGSThey work!Expect a call to get yours scheduled

The CFC 50/50 Challenge!We’re asking employees to consider giving

50 cents a week for 50 weeks

That’s about $2.00 a month

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TOOLS to HELP YOU

Custom goal posters50/50 Challenge PostersAssistance with Agency SpeakersAssistance with Envelope Processing

Just call or email your request!

2010 Central California CFC Combined Federal Campaign

Have a Great Campaign and

Have Fun!!!