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Coordinator/Key Worker TrainingWe are glad to have you on our TEAM!
Welcome to the 2015 Florida Panhandle
Combined Federal Campaign (CFC)
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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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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)
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* 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.)
* Loaned Executives(Project Executives)
* Loaned Executives(Project Executives)
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CFC Purpose
Give every federal employee the opportunity to donate to worthy charities of their choice through this 1 X
fundraising campaign.
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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.
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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.
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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
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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.
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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.
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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.
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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
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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.
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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)
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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.
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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.
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- 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
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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
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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
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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
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Doe John L X X 1 2 3 4 5 6 7 8 9
NATTC, MECH Dept. (850) 452-1234
X
29 August, 2015
1 2 3 4 5 20.00
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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 5 260.002 4 6 8 5 130.00
X
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Doe John L X X 1 2 3 4 5 6 7 8 9
NATTC, MECH Dept. (850) 452-1234
X 19.23 $500.00
1 Sept, 2015
1 2 3 4 5 250.002 4 6 8 5 250.00
X
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Paper Pledge Card Flow Chart- From Donor to- Key-Worker to- Coordinator to
- Unit Project Officer to- CFC Headquarters
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Key Worker Turn In EnvelopeCoordinator Turn In
Envelope
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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
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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.
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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
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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?
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• 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?
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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
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- MOTIVATED
- TRUE VOLUNTEERS
- EDUCATED ABOUT CFC
- BELIEVE IN CFC AND ITS PURPOSE
KEYS TO A SUCCESSFUL CAMPAIGN
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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!
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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!
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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.)