1 imagine what we can do together! coordinator/key worker training we are glad to have you on our...

1www.FloridaPanhandle-CFC.org

IMAGINE What we can do together!

Coordinator/Key Worker TrainingWe are glad to have you on our TEAM!

Welcome to the 2015 Florida Panhandle

Combined Federal Campaign (CFC)



Introductions CFC Terms

CFC Organization Purpose/Mission Statement

Who’s CFC is it? 3-Values of the CFC

Coordinator/Key Worker Roles The Ask (w/video)

Myth and How to Handle Pledging Overview (paper and Online)

Donor Gifts Key/Techniques/6 NO’s of CFC Campaign Timeline (overview)

Questions

Ag

end

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Introductions(Your name here)



CFC Terms

OPM: Office of Personnel Management

LFCC: Local Federal Coordinating Committee

PCFO: Principal Combined Fund Office

BPO’s: Base Project Officers

LE’s: Loaned Executives

UPO’s: Unit Project Officer’s (Group/Command/Unit)

Coordinators (Squadron/Departments)

Key Workers (Flight/Division/Office)



* Loaned Executives(Project Executives)

FLORIDA PANHANDLE CFC-2015CHAIN OF COMMAND

Unit Project Officers(Group Level)

Coordinators(Squadron Level)

Key workers(Flight Level)

Principal Combined Fund Organization (PCFO)

Local Federal Coordinating Committee (LFCC)

Office of Personnel Management, Washington DC

Eglin AFB BaseProject Officers (BPO)

Hurlburt Field AFB Base

Project Officers (BPO)

Pensacola Area BaseProject Officers

(BPO)

Unit Project Officers(Federal Offices)

PNS Downtown Sectors

OWC Downtown Sectors

Unit Project Officers(Federal Offices)

Unit Project Officers(Group Level)

Coordinators(Squadron Level)

Key workers(Flight Level)

Unit Project Officers(Command/Tenants)

Coordinators(Departments)

Key workers(Office/Div.)





CFC Purpose

Give every federal employee the opportunity to donate to worthy charities of their choice through this 1 X

fundraising campaign.



CFC Mission Statement

• 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.

Our vision is that every Federal employeewill monetarily support a passion, cause or belief

found within themselves.



Who owns the CFC Program?


What we can do together!IMAGINECFC belongs to YOU: The Federal Employee

(Military and Civilian Federally Employed Personnel)

Three Values

1) Choice - You pledge to an organization of your choice based upon personal passions and interests.

2) Convenience - You fill out your pledge, we make monthly deductions from your pay check and send the money to the charities which you chose. One check sent on behalf of all those who donated to a specific charity.

3) Accountability - All organizations undergo a rigorous annual applicationprocess (screened by Federal Employees like you) and each CFC office isaudited following completion to ensure all money has been placedcorrectly as you specified.



A small sample of Agencies and Organizations

You have the option to choose where your money goes

You may choose from any of the over 4,000 Local, National or International organizations

Local ExamplesNational Examples International Examples

Bay Area Food Bank Inc.

Children’s Home Society of Florida

Waterfront Rescue Mission Inc

Community Health Charities of Florida

Ronald McDonald House

Domestic Violence

Separation of Church and State

Native Americans

Pro Life-Pro Choice

Tailhook Educational Foundation

Fallen Firefighters

Aid for Africa

Rainforest Conservancy

Genocide Intervention

Medical Missions for Children

Mercy Corps

Global Water



Coordinator Role(Squadron/Department Level)

What is a Coordinator?

The person responsible for his/her separate squadron/department.

Responsibilities include accounting for all the pledge cards which key workers collect.

The coordinator reports to the Unit Project Officer.



Coordinator RoleWhat do you do?Assign Key People to help if need.

Ensure they are trained by the UPO! (Not to be delegated)Design a plan specific which caters to all personnel to include rolling students, transfers, STAFF and

CIVILIANS. (DO NOT ACTIVELY SOLICATE CONTRACTORS!)

Put up posters and seek awareness opportunities.Issue pledge cards to key workers.

Collect key worker envelopes containing completed pledge card from key workers.Review pledge cards to ensure numbers match on envelope.

Transfer key worker envelope information to coordinator envelope.Turn in at a reporting site to unit project officers.

Report problems to your unit project officer for guidance.



Key Worker Role(Flight Level/Division/Office)

What is a Key Worker? The person within who is responsible for the actual solicitation on a one-on-one basis.

The Key worker reports to a Coordinator.



Key Worker RoleWhat do you do?Ask personnel to donate

Collect pledge cards from personnel in your flight/division/office and ensure they are

filled out correctly

Turn in a key worker envelope each week to the coordinator

Gives every donor an appreciation gift



Both the Coordinator and Key Worker are the resident expert!

The face of the CFC Program!

Know what CFC is.Know how it works.

Know where to go for answers.



How do I ask people to donate?

Be yourself!

Remember why you are asking for help – it’s all about helping others!

Share your story. Perhaps you’ve needed a helping agency/charity.

(WATCH VIDEO)


IMAGINE What we can do together!Dealing with Myths andknowing the facts

• Myth: I could avoid administrative costs by donating on my own.

• Myth: No matter how much is raised, the same percentage will get taken in admin costs.

• Fact: Either way there will be overhead; the CFC program saves you…

Your time (to include research), gas, postage, bank fees, and/or processing fees.

(CFC has validated the integrity and trust of all approved non-profits to increase your confidence in selection.)

• Fact: A budget is established before the campaign begins. The percentage spent on admin costs goes down as more money is raised.


IMAGINE What we can do together!Myths and facts

• Myth: The CFC adds cost to non-profits

• Myth: $10/pay period won’t help anyone, anywhere.

• Fact: The CFC makes the donation process efficient by pooling resources and significantly reducing each charity’s burden on soliciting.

• Fact: The cost of one Big Mac per month is equal to the cost of a treatment for drug abuse.


What we can do together!IMAGINE

- Charity List, available in:

Paperback

PDF Version on CD

PDF Version downloadable form our local website

Online pledging offer immediate review of participating charities

- Pledge Cards:

Paper Version issued

Online pledging offers easy and immediate processing

What materials you will receive



Charity List (all versions)- Understand the listing.

National/International/Local

AFR, EIN, etc

- Understand the designation system

11111, 99999, etc

- Understand how agencies are selected



11953 Air Force Memorial Foundation (703)979-0674 www.airforcememorial.org EIN#541629975 Honors the service and sacrifice of America’s Airmen and their families. Our national treasure commemorates the pride, reverence, and heritage of our Air Force. 15.5% W,B,Q

W Public & Societal Benefit

B Education

Q International, Foreign Affairs & National Security

http://www.airforcememorial.org/



Doe John L X X 1 2 3 4 5 6 7 8 9

NATTC, MECH Dept. (850) 452-1234

X

1 Sept, 2015

1 2 3 4 5 5.002 4 6 8 5 5.00

X



Doe John L X X 1 2 3 4 5 6 7 8 9


X

29 August, 2015

1 2 3 4 5 20.00



Doe John L X X 1 2 3 4 5 6 7 8 9


X

1 Sept, 2015

1 2 3 4 5 260.002 4 6 8 5 130.00

X



Doe John L X X 1 2 3 4 5 6 7 8 9


X 19.23 $500.00

1 Sept, 2015

1 2 3 4 5 250.002 4 6 8 5 250.00

X



Paper Pledge Card Flow Chart- From Donor to- Key-Worker to- Coordinator to

- Unit Project Officer to- CFC Headquarters



32

Key Worker Turn In EnvelopeCoordinator Turn In

Envelope



Choose a day each week of the campaign to walk around and collect pledge cards

Points of Interest

Leave cash and check between copy 1 and copy 2of each pledge card

Divide your pledge cards into these categories: Mil Payroll Mil Cash Mil Check Civ Payroll Civ Cash Civ Check

Fill out Key Worker / Coordinator EnvelopeTurn everything into your Unit Project Officer



Things to Remember- You are responsible to proof the pledge card before handing over to the next person responsible for

it.

- Maintain positive control and treat the card as if it was your own. These pledge cards contains person and private information. Payroll pledge cards contains social security numbers. YOU MUST report a lost pledge card to your chain of command AND to the CFC chain of command.

- Account or all cash and checks, ensuing it matches the pledged amount.

- Check the match

- Verify you can read it

- Verify a signature and SSN are completed if a payroll deduction

- Minimum payroll pledge is $1.00 allotments. (Military: $1.00 x 12 = $12.00 annually, Civilians $1.00 x 26 = $26.00 annually)

- See Your UPO for Turn-in Guidance.



Online Pledging Options

Select the online pledging method Mypay (DOD Employees), payroll deduction ONLY

EEX (SSA, TSA, USEPA, USDOA), payroll deduction ONLY

Nexus (anyone, unrestricted), methods of payment: Payroll deduction, Cash, Check, or credit card

Visit www.floridapanhandle-cfc.org



It's paperless

There is nothing for the Key worker, Coordinator, or UPO to handle

(with the exception of cash/checks at which the UPO will be notified and contact the coordinator and key worker for their assistance in contacting the donor. SPECIAL HANDLING and

REPORTING procedures apply.)

Why are we stressing Online Giving?



• Streamline the donation process

• Convenient

• Interactive Search tool

• Math is made simple

• Accessible at ANY time

• (CFC NEXUS OFFERS) Replication

• It’s GREEN!

• Efficiency

• Reporting

• Average pledge is nearly 4x’s than paper.

• Streamline the donation process

• Convenient

• Interactive Search tool

• Math is made simple

• Accessible at ANY time

• (CFC NEXUS OFFERS) Replication

• It’s GREEN!

• Efficiency

• Reporting

• Average pledge is nearly 4x’s than paper.

Benefits of Online Giving?



DONOR APPRECIATION GIFTS

Every donor may receive a CFC Lanyard.

- See BPO/UPO for availability and method of distribution

- Available while supplies last

- No minimum pledge required($5.00 respectable contribution is HIGHLY recommended.)

- No back-orders and no alternate gifts



- MOTIVATED

- TRUE VOLUNTEERS

- EDUCATED ABOUT CFC

- BELIEVE IN CFC AND ITS PURPOSE

KEYS TO A SUCCESSFUL CAMPAIGN



MODEL CAMPAIGN TECHNIQUESKNOW YOUR INFORMATION (RULES, FACTS, COMMON OBJECTIONS W/RESPONSES)

ACHIEVE 100% QUALITY PERSONAL CONTACT (FACE-TO-FACE)

ENCOURAGE PAYROLL ALLOTMENTS & DESIGNATIONS, IF THEY E-PLEDGE DO NOT TAKE A PAPER PLEDGE CARD!

AIM AT A “YES” RESPONSE, DON’T UNDERESTIMATE PEOPLE’S CAPACITY TO GIVE

START EARLY – CONSIDER COMMANDS PERSONNEL DEPLOYING OR ABOUT TO TRANSFER/SEPARATE. (DO NOT SOLICITE FROM ANYONE ABOUT TO RETIRE, OR SEPARATE FROM ACTIVE DUTY OR FEDERAL EMPLOYMENT.)

KEEP TRACK OF THE TIME.

BE ACTIVE WITH SPECIAL EVENTS AND KEEP YOUR CO-WORKERS INFORMED.

THANK ALL DONORS

LEAD BY EXAMPLE, BE THE FIRST TO DONATE!

THANK EVERYONE EVEN IF THEY DO NOT DONATE!



NO COERCION

NO SUPERVISORY SOLICITATION

NO SETTING OF 100% PARTICIPATION GOAL

NO DEVELOPMENT OF A NON-CONTRIBUTOR LIST

NO ESTABLISHMENT OF INDIVIDUAL DOLLAR GOAL

NO LISTS UNLESS FOR CONTACT PURPOSE

The 6 NO’s of CFC!



Florida Panhandle CFC Campaign Dates

• Campaign Materials distributed: NLT 30 August

• Campaign Dates: 01 September to 15 December(Base Project Officers will determine their base’s campaign dates.)

Events being coordinated locally by BPOs-Kick-off Events

-Weekly Reporting-Mid-Campaign Status Report Meeting

-Special Events (i.e., 5K, Golf Tournament, etc.)



Questions and Comments?Break-outs

Before leaving get your CDand completion certificates.

Final Comments

1 imagine what we can do together! coordinator/key worker training we are glad to have you on our...

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