2018 Keyworker Training Guide Combined Federal Campaign

cfc-hawaii.org

as a Keyworker

Welcome to your role as a Keyworker for the 2018 Combined Federal Campaign (CFC)! This year, you and thousands of Keyworkers like you will inspire your colleagues to Show Some Love to their favorite charitable causes and raise millions of dollars for those in need. This is a professional development opportunity, as you will be the primary point of contact for CFC information and motivation within your agency, increasing your visibility and positively impacting the charities supported through the CFC.

Follow these simple steps for a successful campaign:

1 Attend a training session. Learn about the great benefits of the CFC, all of the available giving options, and how to both answer questions about the campaign and confidently ask co-workers to give. Contact your Campaign Manager or the local CFC office for details on attending a training session in your local area. Even if you were a Keyworker in the past, attend a training session to learn about enhancements to the CFC Online Giving System and pledge processing procedures.

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Get your supplies. Work with your Campaign Manager to ensure you have enough pledge forms, charity lists, posters, donor cards, etc. Remember, there are many online resources available to you on our website.

Publicize the campaign. Use emails, posters, brochures, messages from your leadership, social media, and campaign events to promote the CFC. Connect and engage with your local CFC zone and/or the national CFC account on social media.

Practice giving. Ensure you are familiar with the online donation portal and the paper pledge forms so you can offer help as needed. Make your own pledge before you ask others to give.

Ask each of your co-workers to give. Talk to your co-workers in person about the campaign and ask them to Show Some Love to their favorite charitable causes through the CFC. Speaking face-to-face and using stories is the most effective way to inspire your co-workers to give. You can share your personal cause or use one of the charity success stories.

Follow up. Many people say “yes” and then forget to visit the giving portal and make a pledge. Others say “maybe” because they need time to think it over or talk with family. In either case, they typically welcome a friendly follow-up. Research has shown that donors often need four to six touchpoints before they give. Let your co-workers know that you will follow up at a later time. Keep a list of who you’ve followed up with, so you don’t miss anyone. This will also serve as a record of those you have contacted.

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7 Submit completed paper pledge forms. Encourage donors to promptly submit pledge forms to you or a designated drop-off location, if available. Review the completed form with the donor to ensure it is legible and all sections have been completed. Check the math to ensure the total pledge is equal to the charity allocation. Store all paperwork in a secure location until you are able to deliver them to your Campaign Manager.

8 Express gratitude. Always thank your co-workers for their time and for considering a donation through the CFC. Provide donor recognition items, including thank you cards and Eagle Giver Gifts, to those who self-identify. Eagle Giver Gifts are presented to donors who contribute $250 - $500 and Super Eagle Giver Gifts are presented to donors who contribute $500 or more. The CFC is not able to provide lists of Eagle Giver donors.

“My cause is families and children because I believe if we have strong families, we will have resilient communities. Many people need our help, and the CFC is a safe tool to get the resources to them. Through the CFC millions of people are helped, millions of lives are changed, and millions of dollars are given to research to help cure diseases.”

— Stephanie Pettway U.S. Department of Defense

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Why the CFC?

One of the questions Keyworkers are asked is “Why should I give through the CFC?” Throughout a 57-year history, federal employees and military service members have donated more than $8.3billion, impacting important causes like education, medical research, disaster relief, animal welfare,and many others. Thousands of participating charities have come to depend on this support.

Here are a few reasons you can share with your co-workers to encourage them to give through the CFC.

Confidence Donors can give with confidence knowing this is a federally regulated program.

• Giving is easy and secure—choose from the list of approved charities, then donate through theonline giving portal or with a paper pledge form.

• CFC charities have been vetted as legitimate nonprofit organizations that provide real benefitsand services to the communities they serve.

Convenience The CFC is convenient for donors and charities.

• The CFC encourages people to think about making charitable contributions.

• Charities rely on donations from the CFC because they are a consistent source of unrestrictedrevenue throughout the year and an inexpensive way to attract new donors.

• Payroll deduction makes it easy to make small regular contributions that quickly add up to asignificant impact.

Choice The CFC provides a myriad of choices from how to pledge to the thousands of charities donors can choose to support.

• There are several ways to pledge: payroll deduction, credit/debit card, or ACH transfer from abank account.

• Federal employees have the option to pledge both dollars and volunteer time.

• The CFC provides donors the option to give anonymously. Donors choose whether torelease their name, contact information, pledge amount, and volunteer hours to the charitiesthey support.

• There are thousands of local, national, and international participating charities for donors tochoose from. Designations can be made to one or multiple charities. Note that donors mustselect at least one charity when making a pledge.

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Important Facts about the CFC

• Donors can pledge online using the centralized giving portal:

> Federal employees can pledge via payroll deduction or via credit card, debit card, or ACHtransfer from a bank account as one-time or recurring gifts.

>Federal retirees can pledge via their annuity or via credit card, debit card, or ACH transferfrom a bank account as one-time or recurring gifts.

> Federal contractors can pledge a one-time or recurring gift via credit card, debit card, orACH transfer from a bank account.

• Donors can pledge using a paper pledge form during the next four campaigns, at which point itwill be phased out:

> Federal employees can pledge via payroll deduction or one-time gift via check.

> Federal retirees can pledge via their annuity or one-time gift via check.

> Federal contractors can pledge a one-time gift via check.

• Minimum contribution amounts via payroll deduction are $1 per pay period per charity.

• The minimum credit card donation is $10. The maximum payroll deduction may be limited byeach payroll service provider (for example, active duty members of the Army, Navy, and AirForce are limited to $9,999).

• In addition to a monetary pledge, federal employees can pledge volunteer hours to charitiesthat accept them. Charities that accept volunteer hours are indicated as such in the charitylisting and on the online charity search at cfcgiving.opm.gov/offerings.

• The CFC no longer accepts cash contributions.

“The CFC gives hope, the CFC gives strength, and the CFC reminds us that compassion lifts the spirits of those less fortunate. There is no better feeling than knowing that someone earned a diploma or degree thanks to designated resources from the CFC.”

— Mirela Bruk Broadcasting Board of Governors

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Telling Your Story can be Easy and Fun!

Nothing is as effective as talking with people about the campaign in person and asking them to consider supporting their favorite cause through the CFC. Sharing why your cause is important to you is a great way to open the conversation.

Develop your personal story by answering the following questions. Which charitable cause is most important to you?

Why is this cause important to you?

How does it make you feel to support your cause through the CFC?

MY CAUSE IS...

#ShowSomeLoveCFC

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Making the Ask

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Tell your story. Put your responses together to use as your personal story. Example 1: “My cause is cancer research. My mother was diagnosed with breast cancer a few years ago, and I know she is still with us today because of the cancer research and medical advancements that have occurred over the past few decades. But there is still a lot of research that needs to be done which is why I choose to give to cancer research charities.”

Example 2: “My cause is education. Growing up, I really struggled in school. My turning point was in 5th grade when I met a volunteer at an after-school program who made it his mission to help me succeed. We all have people who made a difference to us along the way, and the CFC is my way of paying it forward.”

Example 3: “My cause is animal welfare. My dog, Bella was rescued from a shelter. She’s my best buddy and every day I appreciate that she is part of my life. With the CFC, I can make both a monetary and a volunteer pledge to an organization that has given so much to me.”

Explain the benefits of the CFC. Example: “The beauty of the CFC is that we can each choose the cause that is most important to us. The CFC allows us to give via payroll deduction, which lets us give a little with each paycheck and makes it easy to give to multiple charities at once. I also love being able to give anonymously. My gift goes to the charities I choose, but not my name or contact information, unless I want it to. Did you know in addition to giving money, we can also pledge volunteer hours to charities that accept them?”

Ask about their favorite cause. Ask your co-workers if they have a favorite charitable cause and have them explain why. Listen to their answer! They may end up convincing themselves to give.

Invite. Invite your co-workers to join you in making a pledge through the CFC. Example: “I made my pledge yesterday using the online giving portal at opm.gov/ShowSomeLoveCFC. It was really easy. I gave via payroll deduction, but you can also give using a credit card, debit card, or bank account. Will you consider making a pledge of your own this year? I am going to leave this card with you that has the web address and instructions on how to pledge, and I will follow up with you next week to see if you have any questions.”

Thank your co-workers for their time. Example: “Thanks for giving me the time to talk to you about this. Again, let me know if you have any questions.” Optional for campaign zones with donor recognition programs: “If you do make your pledge, be sure to let me know because I have something for you.”

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How to Pledge Online

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Sign In • Visit opm.gov/ShowSomeLoveCFC and sign in or follow the steps to create an account. Either

personal or government email can be used. You will need to select your department, agency, andoffice from the drop-down menus.

• Only DoD personnel located overseas should use their APO/FPO code when establishingan account and check the box that indicates “I’m located in a foreign territory without a Zipcode.” Domestic personnel should use the ZIP Code from their stateside duty/work locationin order to be matched to the correct CFC Zone.

• From the Welcome Page, click “Pledge Now.”

Choose your charities• Search for charities by entering various criteria to narrow your search. Use the reset button

to clear results between searches.

• Select the charities you want to support by clicking the “Add” button. When finished,click “Checkout.”

Make your donation• Select your payment method (payroll deduction, bank account, or credit/debit card). If

you choose payroll allotment, you will be required to enter your Social Security number toconnect to your payroll system.

• Select your payment frequency.

• Set your pledge total.

• Distribute your annual pledge between your selected charities. If you selected charitieswith available volunteer hours, indicate the number of hours you would like to pledge toeach organization.

• Elect whether to share your personal information with your selected charities. If youdesignate volunteer hours to an organization, you may wish to share your contactinformation so the charity to contact you. Otherwise, you will need to contact the charitydirectly to discuss volunteer opportunities.

Submit your pledge• Review your pledge for accuracy and make changes if necessary.

• When everything is correct, check the “I Agree” box and click “Submit Pledge” to confirm.

• Print the confirmation for your records.

Feel good• Thank you for choosing to Show Some Love! Your donation will make a significant impact for

those in need.

• Spread the word about giving through the CFC.

For a more detailed walkthrough, ask your Campaign Manager/Coordinator, CFC staff member, or visit our local zone’s CFC website.

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http:LocalCampaignUrl.org

Reviewing Paper Pledges

Having donors submit their paper pledge form to a campaign worker allows the campaign worker to check for common pledge form errors. All required fields (marked with an asterisk *) must be completed. Forms should be reviewed for legibility, details, and calculation of the charity allocations. If you discover any errors, work with the donor to correct them before submitting to your Campaign Manager/Coordinator. Pledge forms missing required information will experience processing delays and/or potentially will not be able to be processed. Please advise donors NOT to wait until the end of the campaign to turn in their pledge form. While the CFC will accept pledges postmarked by the end of the campaign solicitation period, submitting forms early allows adequate time for processing.

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Reporting unit information is filled in and correct

Social Security number is provided for a payroll deduction pledge

Total gift and charity designation amounts should match

Authorization portion is signed

Funds must be designated using a 5-digit code

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How to Answer Common Concerns

You may be faced with objections as you solicit CFC support. It is important to know how to talk with your co-workers about their concerns and answer their questions. Here are some common concerns and suggested responses:

I already give elsewhere. It’s wonderful that you’re already giving! (If possible, engage the person in a conversation about the causes they choose to support.) Many donors find the CFC is convenient because they can support multiple charities with one donation. It is also the only way to give a small amount each paycheck through payroll deduction, which adds up to a significant contribution. Additionally, at the end of the year, your final pay statement will show your total contribution, making your tax reporting easy. I also love giving through the CFC because I can support my charities anonymously. They receive my donation, but not my name and contact information unless I specifically release it.

I am really busy. I do not have time to talk about the CFC. I understand. (Ask if another time would work better and arrange to come back. If not, continue with this short response.) Can you give me just 15 seconds? The CFC is a chance for Federal employees to give to causes they care about and Show Some Love to those most in need. Giving is easy, with options for payroll deduction, credit card, or eCheck. Many charities take part in the CFC, and I am sure some of your favorite causes are represented. I hope you will consider participating this year. Let me at least leave this card with you. I will stop by later to see if you have any questions.

“My cause is MS research and treatment. In the early days of my mother’s illness, there was not much known about MS. Increased research helped by CFC funding has made the life of MS sufferers more livable.”

— Roy Ahrens Federal Deposit Insurance Corporation

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I can’t afford to give much. Oh, I know what that feels like. Sometimes it feels like there’s more month than money, right? That’s why I like payroll giving so much. Just a small contribution, as little as $1 per paycheck, really adds up over the course of a year. Our donations can do so much, like providing food for some of the thousands of residents in our area who are at risk of hunger. And recently the CFC has added a volunteer option, if you prefer to give of your time. (Graciously accept “no” for an answer if the person declines again. Thank them for their time.)

I want to be sure my agency/unit gets credit for my donation. The centralized giving portal now features an expanded list of offices and units. You can find ours by searching for…”

How do charities become a part of the CFC? Charities must apply and be approved to be part of the CFC each year. Each charity must be a 501(c)(3) nonprofit organization, submit an IRS Form 990, describe its human health and welfare benefits, and meet other requirements. Charities complete online applications at cfccharities.opm.gov.

Does the CFC actually benefit charities? Charities rely on the CFC as a critical source of revenue and an inexpensive way to attract new donors. Charities require diverse streams of income, including foundations, corporations, direct mail, special events, and the CFC. CFC donations are especially treasured because they are unrestricted funds, allowing nonprofit organizations to effectively respond to community needs. Equally important, CFC donations provide charities with a consistent source of funding throughout the year.

How can I be sure the charity I chose will actually receive my donation? I can understand that concern. It just shows that you care! It’s one of the main reasons I support charities through the CFC, because I know those charities have been vetted and that my selected charities will get my pledge. The online giving portal allows you to log in at any time of the year and monitor your payments to the charity you selected.

Should I choose the charity with the lowest overhead? Not necessarily! Overhead is important, and charities should be good stewards of their funding, but it is not the only factor to consider when choosing a charity. Overhead includes costs like salaries, rent and facilities costs, technology requirements, advertising and mailing, events, etc. These costs vary depending on mission scope, location, and technology/salary requirements.

For additional information, talk to your LE or email support@cfc-hawaii.org. Visit the website for more ways to Show Some Love and for tools to be a successful keyworker.

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http:cfccharities.opm.gov

Tips for Being anEffective Keyworker

Talk about the CFC in person Speaking face-to-face is the most important way to inspire your co-workers to give.

Keep the campaign visible Use social media, emails, posters, brochures, and events to promote the campaign.

Stay connected to the campaign Connect and engage with your local campaign on social media by liking and sharing posts and participating in the campaign promotional days.

Use stories Share charity success stories and your personal passion to motivate co-workers to give to the causes they care most about.

Understand all giving options Ensure you are familiar with the online donation method and paper pledge forms so that you can offer help as needed.

Maintain campaign integrity Keep pledges secure and give them to your Campaign Manager as quickly as possible.

Reach out to everyone Ensure that all your co-workers know they have an opportunity to give through the CFC.

Encourage payroll deduction Payroll contributions yield higher levels of giving and have a greater impact on the charities people choose to support.

Give thanks Thank every co-worker for considering a donation through the CFC, and provide donor recognition items to those who self-identify.

Pictured on front cover (left to right): Xiomara Creque, Export Import Bank of U.S., Cause:

Human Trafficking, IT1 Ethan Pennil, U.S. Navy, Cause: Sickle Cell Awareness

2018 Keyworker Training Guide Combined Federal Campaignas a KeyworkerAttend a training session.Get your supplies.Publicize the campaign.Practice giving.Ask each of your co-workers to give.Follow up.Submit completed paper pledge forms.Express gratitude.Why the CFC?ConfidenceConvenienceChoice

Telling Your Story can be Easy and Fun!Making the AskTell your story.Explain the benefits of the CFC.Ask about their favorite cause.Invite.Thank your co-workers for their time.

How to Pledge OnlineSign InChoose your charitiesMake your donationSubmit your pledgeFeel good

Reviewing Paper PledgesHow to Answer Common ConcernsI already give elsewhere.I am really busy. I do not have time to talk about the CFC.I can’t afford to give much.I want to be sure my agency/unit gets credit for my donation.How do charities become a part of the CFC?Does the CFC actually benefit charities?How can I be sure the charity I chose will actually receive my donation?Should I choose the charity with the lowest overhead?

Tips for Being anEffective KeyworkerTalk about the CFC in personUse storiesReach out to everyoneKeep the campaign visibleUnderstand all giving optionsEncourage payroll deductionStay connected to the campaignMaintain campaign integrityGive thanks

Which charitable cause is most important to you 1: Why is this cause important to you 1: How does it make you feel to support your cause through the CFC 1: