2017 cfc training - keyworker vab 4 cfc - 101 the history and tradition of the campaign and what’s...

2017 CFC of Virginia and Albemarle Bay Keyworker Training

Want to make an impact in the world around you?

Give to a cause you care about through the CFC. You can even volunteer. It’s

that simple.

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01 CFC 101

03 Campaign Materials

02 Role and Responsibility

05 Follow Up

Training Agenda

04 Make the Ask

CFC 101

ROLE AND RESPONSIBILITIES

CAMPAIGN MATERIALS

MAKE THE ASK

FOLLOW UP

CFC - 101

THE HISTORY AND TRADITION OF THE CAMPAIGN AND WHAT’S NEW AND CHANGED FOR 2017

CFC Timeline

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President Kennedysigned Executive

Order 10927 paving the way for a

combined campaign.

1961

Pilot programs of “combined”

campaigns were tested in six cities.

1964

The CFC was fully implemented

nationwide.

1971

400,000+ Federal employees raised more than $167

million for 20,000+ charities.

2016

New regulations in effect governing the campaign.

2017

CFC TimelineToday

$8.2BContributed since 1961

2017 Campaign Dates:Oct. 2, 2017 – Jan. 12, 2018

How the CFC Works

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Charities Beneficiaries

Decide to donate

online or with a pledge

form

Chooseone or more organizations

supporting your cause

Select a payment

method

Charitiesreceive

funds during the year

Beneficiariesare given

help + hope

Why give through the CFC?

Payroll or annuity ALLOTMENT

Multiple CHOICES

REGULATED program

Ability to give ANONYMOUSLY

CONVENIENT to support multiple charities

COLLECTIVE power of contributions

Support agency GOALSpage9

CFC of South Central Virginia and Albemarle BayMade up of five different CFC regions that have come together

FormerCFCRegionTotalPledged

TotalEmployees Donors

ThomasJeffersonAreaCFC $103,660 3,080 176VirginiaPeninsulaCFC $1,035,588 28,480 2,731SouthHamptonRoadsCFC $2,857,470 106,975 9,122CentralVirginiaAreaCFC $696,006 28,272 1,964CFCofSouthwestern- CentralVirginia $52,043 538 111

CFCofVirginia&AlbemarleBay $4,744,767 167,345 14,104

CFC of South Central Virginia & Albemarle Bay

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What’s New for 2017

All contributions must be designated to a charity.

GIVING PORTAL RETIREE GIVINGVOLUNTEERING


What’s Changed for 2017

No more…

CASH CONTRIBUTIONS

FUNDRAISING EVENTS

UNDESIGNATED PLEDGES

Events• Fundraising events

prohibited

• All events must have educational component

ü Awareness/ Education (kickoff, charity fair, charity tour)

ü Special Events (contests, promo day support, motivational speakers, volunteer day)

ü Recognition (finale, awards ceremony, milestone party)

The Requirement

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100% Informed Opportunity to Give = The Most Help for People In Need

Donor Appeal

LeadershipSupport

Motivated Campaign Workers

CFC Success

Theme

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Messaging

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GIVE online or via paper pledge form.

VOLUNTEERto share your time and talent with your favorite charity.

TELL YOUR CFC STORYto inspire others to participate in the campaign.

“I have a brother with Down Syndrome. For as long as I can remember, he’s been playing baseball. These sports programs can increase confidence, independence and fitness.”

Mary CoatsU.S. Department of Health and Human Services

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Role/ResponsibilitiesYOU ARE THE KEY TO CAMPAIGN SUCCESS

Keyworker Qualification Test

Steps to Campaign Success

Prepare

Make the Ask

Follow-Up

Recognize

Additional Responsibilities

q Make your own pledge so you will understand what you are asking others to do

q Keep your leadership informed and involved

q Participate in campaign events

q Publicize the campaign in your area

q Connect with the campaign via social media

q Promote and participate in CFC promotional days

q Attend weekly meetings

q If pledge forms are submitted to you directly, promptly deliver them to your Campaign Manager.

Sample Paper Pledge Form

Common Pledge Form Errors

q Illegibleq Total Gift and charity designation amount do not

matchq Funds are not designated to a valid CFC charityq Reporting unit number/name is missingq Authorization section is not signedq Social Security number is partial or missing

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Online Giving Steps

1. Go to opm.gov/showsomelovecfc to create an account

2. Click “Pledge Now” and search for charities3. Click “Add” to select a charity and click “Checkout”4. Select your payment method and frequency5. Designate your gift to your selected charities6. Share your personal information or remain

anonymous7. Review your pledge for accuracy8. Print the confirmation for your records

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MAKE THE ASK

YOUR MOST IMPORTANT RESPONSIBILITY

Preparation

Before you can start talking to your co-workers about the CFC, you need to be:


CONFIDENTEXPERIENCEDKNOWLEDGEABLE

The ASK

TELL your story.

EXPLAIN the benefits of the CFC.

ASK some questions.

INVITE your co-workers to pledge.

THANK them for their time.

DO NOTDO

Promote voluntary giving

Encourage donors to select a cause

Recognize and thank donors

Do not use coercion - it is not tolerated

Do not show favoritism to a particular charity

Do not create lists of non-donors or share a list of donors with management.

Important Guidance

CAMPAIGN MATERIALS

THE TOOLS TO HELP YOU GET THE JOB DONE

Charity List

This hard copy brochure contains much more than just the list of CFC-participating charities. It has information for donors about the campaign as well as FAQs.

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Pledge Form

Contributors are encouraged to use the new online giving portal this year, so the use of paper pledge forms is expected to decrease.

Donor Card–Kickoff The donor cards are designed to be used while making the initial in-person ask. They are a leave-behind tool with information about the campaign and how to pledge.

Why give through the CFC?

Payroll or annuity ALLOTMENT

Multiple CHOICES

REGULATED program

Ability to give ANONYMOUSLY

CONVENIENT to support multiple charities

COLLECTIVE power of contributions

Support agency GOALSpage33

Will you join me in making a pledge?

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PRACTICE• Tell your story.• Explain the benefits of the CFC.• Ask some questions.• Invite them to participate.• Thank them for their time.

FOLLOW UP

PEOPLE NEED REMINDERS

Donor Card –Mid-Point This card is ideal to use in conjunction with the CFC Show Some LovePromotional Day on November 2.

• Distribute them.• Encourage people to take

selfies with them.• Post them an a Cause

Wall in your office.

Donor Card–Closing Days

Use this card to follow up with donors toward the end of the campaign about making a pledge, especially those who might be on the fence about giving.

Digital ResourcesThere are additional resources available to you on the website:

• Infographics• Email templates• Social media shareables• Flyers• Federal employee/retiree

stories

General Posters

Hang these posters in high traffic areas to serve as billboards for the campaign.

Barometer Poster

The Barometer Poster allows you to manually track campaign progress in your area.

TIP: Wait a few weeks into the campaign to unveil this poster. That way, you will already have momentum to show.

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Promotional Tent Cards

Use these in common office areas to increase campaign awareness. Tent cards feature Federal employees/retirees and their CFC stories, as well as ways to engage with the campaign, like the promotional days.

Thank You Card

This should be provided as promptly as possible to contributors in your area. You can customize it by adding a personal note.

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Questions?

THANK YOU

For more information, be sure to visit [www.cfcvab.org] or

facebook.com/cfcvab

2017 cfc training - keyworker vab 4 cfc - 101 the history and tradition of the campaign and what’s...

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