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DFW Metroplex CFC Key Worker Training

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DFW Metroplex CFC

Key Worker Training

Know the Cause

The more you know about CFC,

the more effective you will be when you invite people to

participate.

Four Steps in helping educate people about the importance of

CFC

1. Learn the Facts about CFC2. Make Your Own Gift First 3. Ask Other People to Give4. Say Thank You!

Learn the Facts about CFC

Giving is voluntary

Participating charities have met strict eligibility guidelines

Donors choose the charity/charities they wish to donate to

Payroll deduction is quick, easy, and efficient

Low fundraising costs

Donor Protection

M

A

K

E

YOUR

G

I

F

T

Make your own gift first. This

shows other you believe in the

cause, and it will be easier to invite

others to participate in CFC.

ASK for

Others to

Contribute

Personalize your comments

Advertise payroll deduction

Ask for a contribution

Remember: No is okay

Food For Thought

If half of the 38,000 federal employees in across the Metroplex—

donated $10.00 per pay check, the campaign would raise almost $5 million!

donated $15.00 per pay check, the campaign would raise almost $7.5 million!

The #1 reason federal workers do not give??

“NO ONE ASKED ME!!”

Thank everyone you speak with.

It takes several “thank you’s” before a person truly feels appreciated.

Giving Levels

50 Years of Giving Lapel Pin

Giving Levels

Humanitarian $520.00-$1039.00

Giving Levels

Ambassador $1040.00-$2079.00

Giving Levels

Presidential $2080.00-$4999.00

Giving Levels

Eagle Award $5000.00 & up

Pledge Card Instructions

Incorrectly completed pledge cards will be returned to the Keyworker. Please help avoid processing delays by reviewing each card to ensure the following items have been correctly and legibly entered.

1.Contributors FULL NAME

2.SOCIAL SECURITY NUMBER only necessary for those giving through payroll deduction.

3.MINIMUM PAYROLL DEDUCTION gift is $3.00 per pay period.

4.Check the annual amount is correct: Military: Monthly amount x 12 = annual amount Civilian : pay period amount x 26 = annual amount

5.Contributors using payroll withholding must sign the authorization at the bottom of the card.

6.Contributors checks must be made payable to Combined Federal Campaign. Checks payable to a designated charitable organization cannot be accepted.

7. For designations: We encourage federal employees to designate their contribution to a charity on the approved Charity List – the CFC Charity List is also online at www.dfwmetroplexcfc.org This is done by placing the five digit code number in the box labeled “Five Digit Charity Code.” Be sure this is a valid number and that it is legible.

8. DO THE MATH. Ensure all calculations are correct before processing the pledge card, if there is an error, you must get it corrected before submitting the card to your coordinator.

9. Be sure that the total amount designated does not exceed the total annual contribution.

10. Release of contributor names to designated charities. (Optional) If the contributor wants his/her name, address and home email address

released to the designated charities, contributor will need to fill in address or information will not be released.

11. Track pledges who elect to receive an incentive award.

12. Ensure that white copy & yellow copy are in envelopes & that donor keeps the pink copy for his/her record.

2011 Pledge Card

Payroll deduction

CASH or CHECK

Donor Gift Order Forms

Tallying Instructions for Report Envelopes

1. Count the number of cards you are processing.

2. Divide the pledge cards into three piles: Payroll deduction, Cash/Check and Fundraiser/Special Event.

3. Ensure that the contact information for your envelopes is filled out completely, avoid using short hand/acronyms. Write clearly.

Cash/ Check Envelope

Match and ATTACH cash/check with paper clip to the appropriate

pledge card. Verify Checks are all made out to: Combined Federal Campaign.

Before inserting into the envelope Complete the check line for: total number of check pledge cards

submitted, and total amount of check pledge totals (sum of all checks)

Complete the cash line for: total number of cash pledge cards submitted and total amount of cash pledge totals (sum of all cash).

Complete TOTAL Lines. Total for pledge cards in envelope, & total for check & cash pledges combined.

Cash/check Envelope

Payroll Deduction Envelope

Verify all fields are filled out an accurate

Event/ Fundraiser Envelope

Identify event NAME & DATE

Website

Please visit our website at www.DFWMetroplexCFC.org

Charity List including 25 word agency descriptions

Donors can learn more, search for charities

and select agencies can GIVE ONLINE.

Social Media

Please “Like” us on facebook!

A great resource for donors & charities!

Please suggest the page to others in your agency & to your favorite charities!

•Dallas-Fort Worth (DFW) Metroplex CFC

2011 DFW Metroplex CFC Contacts

Jennifer WukaschSenior Director682-323-2788

[email protected]

Daniel ZurovecAssociate Director

[email protected]

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Thank you for attending training!

We appreciate your efforts in making the 2011

Combined Federal Campaigns the most successful campaign

to date!