greater new york cfc 2017 campaign management training cfc... · 01 cfc 101 learn about the history...

Greater New York CFC 2017 Campaign

Management 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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Video Placeholder

2017 Campaign Video

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CFC – 101THE HISTORY AND TRADITION OF THE CAMPAIGN AND WHAT’S NEW AND CHANGED FOR 2017

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01CFC 101Learn about the history and tradition of the CFC and some exciting new changes to the campaign for 2017

03Active CampaignUnderstand the role you will play during the campaign

02Pre-CampaignDiscover the tasks that need to be accomplished before the campaign can kick off

05Keyworker TrainingParticipate in this train-the-trainer session so you will be able to train your Keyworkers

Training Agenda

04Campaign CulminationYes, you even have some responsibilities after the campaign ends!

CFC 101

PRE-CAMPAIGN RESPONSIBILITIES

ACTIVE CAMPAIGN RESPONSIBILITIES

CAMPAIGN CULMINATION RESPONSIBILITIES

KEYWORKER TRAINING

CFC TimelineHistory

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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

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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

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CFC Structure

OPM(regulatory governance)

LFCC(program oversight)

OC(marketing, training, logistics)

CCA(pledge & charity systems)

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Local Zone Geography

Greater New York CFC

• Covers the five boroughs of New York , Nassau and

Suffolk counties on Long Island

• 60,000+ Federal employees

• 500+ Federal reporting units

• $2.2 million raised in 2016

How the CFC Works

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Charities Beneficiaries

Decide

to donate online or with

a pledge form

Choose

one or more organizations

supporting your cause

Select

a payment method

Charities

receive funds during

the year

Beneficiaries

are given help + hope

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What’s New for 2017

All contributions must be designated to a charity. VOLUNTEERING RETIREE GIVINGGIVING PORTAL

Online Giving

New CFC Pledging Platform –www.opm.gov/showsomeloveCFC

• Registration Required• Online Payroll Deduction Pledges Transmitted to

Payroll• Ability to Change Pledge Throughout Solicitation

Period• All Around Giving (“Universal Giving”)• Tax Documentation

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CFC Website

State of the Art Cyber Security

• Federal Information Security Management Act (FISMA)

• Federal Risk and Authorization Management Program (FedRAMP)

• Federal Information Processing Standards, Publication 199 (FIPS 199)

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New Employee Giving

New Hires May Pledge Within 30 Days of Their Start Date

• Effective January 2018• Notification Part of Onboarding Process• Not Applicable During Solicitation Period

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Volunteerism

New Volunteer Pledging Option

• In accordance w/ agency policies• Filter ‘volunteer-capable’ charities in online search• Feds pledge hours to charities on pledge form• Volunteer time per agency will be reported

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Retiree Giving

Retirees May Make Annuity Deductions

▪ Online or separate paper pledge form ▪ Cannot be solicited by CFC personnel▪ Contact made via Federal retirement offices▪ Collaboration with retiree associations

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All contributions must be designated to a charity.

What’s Changed for 2017

No more…

CASH CONTRIBUTIONS

FUNDRAISING EVENTS

UNDESIGNATED PLEDGES

Events

• Fundraising events prohibited

• All events must have educational component

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

✓ Special Events (contests,

promo day support, motivational speakers, volunteer day)

✓ Recognition (finale,

awards ceremony, milestone party)

Undesignated Funds

• Undesignated Funds Eliminated

• Donor must select one or more

charities to receive their

contribution

• No “Write-In’s”

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Paper Pledge Forms

Paper pledge forms should either be turned in to campaign workers for mailing to the CCA.

Pre-addressed envelopes will be provided.

PO BOX 7820

Madison, WI 53707-7820 page38

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Paper Pledge Form

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 GOALSpage22

Theme & Materials

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• Create national marketing theme for unified approach across all zones

• Continue successful Show Some Love theme• Refresh theme with new color• Make a connection to causes • Implement storytelling element to inspire and connect• Feature Federal employees and their chosen causes

Marketing Approach

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Campaign 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.

Donor Card–Kickoff

The Campaign Card is designed to be used while making the initial in-person ask. It is a leave behind with information about the campaign and how to pledge to serve as a visual reminder to Federal employees everytime they see it.

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

This card is an excellent way to follow up with your co-workers toward the end of the campaign.

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.

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.

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.

Pledge Form

Contributors are encouraged to use the new online giving portal this year, so the use of paper pledge forms is expected to go down. This is no longer a carbon copy form. It is a good marketing piece as it has information about the campaign on the cover.

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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PRE-CAMPAIGN

ROLES AND RESPONSIBILITIES

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Get Connected

Network with other Campaign Managers

Follow the campaign on social media

Review the website at www.greaternycfc.org

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Prepare Your Reporting Units

Review your list of reporting units and make changes through your CFC office

Ensure each unit has an updated number of employees

Order campaign supplies through MANAGE

https://manage.charity.org/

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Develop a Plan

Draft your plan to include publicity and campaign events

Brief leadership and obtain support for the plan

Set a campaign goal

Order campaign supplies

Recruit an event committee and a publicity committee

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Recruit and Train Keyworkers

Recruit Keyworkers (rule of thumb is one Keyworker for every 25 – 50 employees)

Use last year’s campaign team as a starting point

Schedule and conduct a Keyworker training session

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TIP: Create a Positive Environment

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ACTIVE CAMPAIGN

ROLES AND RESPONSIBILITIES

Submitting Paper Pledges

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Collect and Submit Pledges

Download and complete the CFC Pledge Report Summary located on the website.

Enclose Summary and the completed paper pledge forms in the Pledge Report Envelope

Mail Report summary, pledge forms and payment to the CFC Processing Center - P.O. Box 7820 Madison, WI 53707-7820

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Involve Leadership

Have leadership send key messages during the campaign including invites to events

Invite leaders to be involved at campaign events

Brief leadership weekly on campaign progress and upcoming support opportunities

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Motivate Keyworkers

Hold weekly meetings to check on campaign progress, offer tips and tricks, review key training points, and allow Keyworkers to share best practices and success stories

Consider planning and holding a special event just for Keyworkers (e.g., volunteer day or have a charity guest speaker come to a brown bag lunch)

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TIP: Remove Roadblocks

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Execute Campaign Events

Execute the events you envisioned during your planning phase with the help of your event committee

Utilize the Event Planning Guide

Campaign events supplement the campaign.

They never replace the necessity for the in-person ask by a Keyworker.

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Why Have Events?

Why have events?

• Educate about the campaign and participating charities

• Promote engagement

• Boost employee morale and comradery

• Have fun!

• Celebrate successpage50

Educate about the campaign and participating charities

Promote engagement

Boost employee morale and camaraderie

Have fun!

Celebrate success

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Support CFC Promotional Days

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TIP: Build a Cause Wall

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Ensure Event Success

Establish an event committee

Involve leadership

Make it fun

Add an element of competition

Promote the event in advance

Publicize the event after its completion

Involve Charities

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Event Idea Brainstorm

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POST CAMPAIGN

ROLES AND RESPONSIBILITIES

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Recognize Campaign Success

Ensure Keyworkers have donor recognition gifts and distribute them as donations are made

Plan and implement a recognition event

Order unit awards and campaign worker certificates

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Provide Feedback

Participate in any After Action Review meetings held by the CFC

Respond to and forward surveys and invites to participate in focus groups

Put together a continuity book that you can pass along to your successor

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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 leaders

Important Guidance

Set an agency level campaign goal

Do not host fundraising events or provide food/beverage/entertainment with campaign funds

Host fun and educational campaign events

Do not set personal dollar goals or quotas – no 100% participation goal

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Questions?

Brief break

Keyworker Training begins in 5 minutes

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THANK YOU

For more information, be sure to visit www.greaternycfc.org

facebook.com/gnycfc

Sheila O’Connor, Director

Sheila@greaternycfc.org

646-627-7070