Heartland CFC 2012

Campaign Coordinator Workshop

Workshop Objectives

• Learn Campaign Basics

• Discuss FUNdraising Ideas

• Cover CFC E-Technology

• Discuss Changes This Year

Notebook Overview• Yellow Pages• Campaign Coordinators Planning Guide• Canvasser Guide• FUNdraising Ideas• Forms• Additional Resources• Lessons Learned• Blue Pages

TAB ACFC Yellow Pages

Planning

Step 1:Know the Facts

About CFC

Know the Facts About CFC

Mission Statement

The mission of the Combined Federal Campaign (CFC) is to support and to promote 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.

Know the Facts About CFCPurpose of the CFC

Offering a single guide, called the Charity Listing,

and payroll deduction, the CFC brought the diversity of

fundraising efforts under one efficient and fair umbrella.

Code Each Charity has a unique 5-digit

Federal employees created the CFC -- one campaign, once a year.

Know the Facts About CFC• 2012 marks the 51st anniversary of the Combined

Federal Campaign

• Charitable fundraising in the Federal workplace began in the late 1940s

• President John F. Kennedy developed fundraising guidelines & regulations through the U.S. Civil Service Commission in 1961

)

Know the Facts About CFCGreater KC Federal

Executive Board

Division Chair

Loaned Executive

Campaign Coordinator

Campaign Coordinator

Canvasser

Division Chair

Loaned Executive

Campaign Coordinator

Campaign Coordinator

Division Chair

Loaned Executive

Campaign Coordinator

Canvasser

Campaign Coordinator

CFC Campaign Co-Chair

Karl Brooks, EPA

Labor Co-ChairAnita Groves, HHS

2012 Campaign Key Dates

• September 4 – Loaned Executives Begin

• September 26 – Campaign Begins

• September 29 – CFC Kickball Tournament

• October 8 – 10th Annual CFC Golf Tournament

• November 9 – Campaign Ends

2012 CFC Golf Tournament

Tournament open to all Federal employees

4–person scramble, special event holes/contests

Prizes, raffle

Kickball Tournament

This will be our first kickball tournament!

Inter-Agency competition

Championship game open to spectators

source

Know the Facts About CFC

The Three C’s

ChoiceConvenience

Credibility

Know the Facts About CFCChoice

• The Combined Federal Campaign belongs to YOU

• It is designed as a partnership between the employee, the Federal Government and the charitable organizations

• It operates completely through direct donor choice

Know the Facts About CFCConvenience

• Multiple convenient ways to give

• Payroll deduction typically produces higher donations

• In 2011, payroll pledges made up over 91% of contributions (about $4 million)

Know the Facts About CFCCredibility

• All CFC-approved charities must be – a non-profit – Audited– run by a Board of Directors

• Federal employees review all charities listed in the Catalog

• The CFC has a proven track record of efficiency and accuracy with charity reviews

Know the Facts About CFC

National/InternationalOrganizations

Local Federations

Local IndependentOrganizations

Charities

One dollar a week will…

…purchase 24 trees.source

One dollar will…

…provide five meals to the hungry.

One dollar will…

…turn into $7 worth of health care for the uninsured.

source

One dollar will…

…help a child start the day with a healthy breakfast.

source

One dollar will…

…provide over $3 of long-distance aviation services to people in need of medical care and treatment.

Just IMAGINE what

$5$10

$20a week could do!

The Heartland CFC is proud of its small fundraising percentage. Over 94% (sometimes more) of your dollar goes to charities providing services to people.

Know the Facts About CFC

Acceptable Fundrais-

ing/ Admin-istration by

Better Business Bureau

0.00%5.00%

10.00%15.00%20.00%25.00%30.00%35.00%

5.05%

10.20%12.30%

25.00%

35.00%

Heartland CFC

Average CFC

Average Non-profit

Overhead acceptable by the Better Business Bureau

Local United Way

Example for 2011Your amount pledge through CFC$200.00Undesignated Dollars to your agency (7.31%) + $

14.62Cost of Administration & Fundraising (5.05%) - $

10.10

Your total designated gift to an agency$204.52

MAKE THE MOST OF YOUR DONATION

Heartland Combined Federal Campaign 2011 Fundraising/Administrative Cost 5.05%

Undesignated dollars raised in 2011 $343,382 (7.31%)

Your Donation Impact

Know the Facts About CFC

Planning

Step 2:Analyze Previous

Campaigns

Analyze Previous Campaigns

Planning

Step 3:Recruit Your TeamEstablish Objectives

Recruit Your Team• Confirm Agency / Installation Head support• Determine a Co-Coordinator (if necessary)• Recruit & train Canvasser team (if necessary)• Meet with your Loaned Executive• Hold meetings to determine your agency’s

campaign tools/techniques to reach objectives

Establish Objectives

• Monetary Goal?• Participation Goal? • Plan a kick-off event or agency fair?• Develop agency-specific publicity?

Best Practices to Reach Objectives

BEFORE CAMPAIGN:• Schedule charity speakers,

tours, display booths, etc.• Show campaign video• Hold kick-off (or other) event• Develop solicitation plan

– Group solicitation?– Individual solicitation?

DURING CAMPAIGN• Use Agency Head

endorsement letter• Complete & turn in

weekly reportsAFTER CAMPAIGN• Implement thank you

program• Conduct campaign

critique

The Importance of Participation

2011 Heartland CFC Average Gift: $ 286.07

$4.4 million raised with 25.20% participation

If we increased total participation to:

30% = We could raise $5,239,000!

33% = We could raise $5,763,000!

36.5% = We could raise $6,374,000!

PlanningStep 4:

Secure the Support of Top Management

& the Union

Secure Top Support• Plan an event that will peak top level

employee interest• Ask senior management and Union leadership

to show personal support– Agency Head support letters during campaign– Attend & speak at campaign events

• Schedule a Special Leadership Solicitation

Secure Top SupportAgency accounts that…

•Involve the Agency Head show a 13% increase(those without had 1%)

•Participate in Days of Action show a 5% increase(those without had 4%)

•Hold Employee Rallies show a 7.5% increase(those without had 2.5 %)

•Offer incentives show a 13% increase(those without had -2.5%)

•Host a Leadership Campaign show a 7.0% increase(those without had 3.0%)

PlanningStep 5:

Train & Support Your Team

Train & Support Your Team• Educating your team is critical for the success

of your campaign• Training will develop pattern for FAQs• Ask Canvassers to make their pledges during

training – it’s easier to ask when you’ve already given

• It is recommended that larger agencies have enough Canvassers to cover a ratio of 1:25 employees

Train & Support Your Team

Canvasser Guide (Tab C)• 4 Steps to Success • Action Checklist• Tips on Asking for Donations• Facts About Community Investment• FAQs• Pledge Form Instructions

Train & Support Your Team

BothDevelop campaign objectives

and donation planPlan and implement campaign

eventsDisperse pledge cards

Campaign CoordinatorsCheck paper pledge forms for

accuracyFill out the campaign report

envelopesReport to the Loaned

Executive

Campaign CanvassersCollect pledge cards

Discuss donating with employees

During Campaign

Step 6:Utilize CFC Resources

Utilize CFC ResourcesLoaned Executives

Website

Charity Speakers

Online Pledge Methods

Utilize CFC Resources

Loaned Executive

Campaign Coordinator

Canvasser

Canvasser

Campaign Coordinator

Canvasser

During CampaignStep 7:

Publicize

Publicize• Get People Excited• Decorate the Office• Hold Special Events• Utilize email and newsletters• Set a 100% Contact Goal• Post your Goal Posters• Make CFC visible everyday

PublicizeGet Creative & Informative!

• Publish a CFC Calendar of Events• Decorate elevators, stairwells, bathrooms, etc.• Ask an employee to tell their CFC story• Run a “pace-setting” campaign with

leadership team• Highlight your agency’s success last year

PublicizeEmployee Group Meeting Sample Agenda

(Game, contest, event, entertainment)……..(Optional)

2 min: Welcome, Personal Endorsement, Remarks, Goal ManagerRemarks by Labor Officer (if applicable)

2min: CFC Overview (brief history, schedule, structure) Coordinator

4min: CFC Video CFC Staff

5min: Presentation from a Charity who received CFC funds (or better yet a Testimonial of someone who has been helped)

5min: Questions and Answers CFC Staff

2min: Ask for pledge, thank co-workersCoordinator

(Game, contest finale/awards optional)

Be sure to leave time for fun, food, games, & completion of pledge forms!

Collect complete pledge forms at the door Volunteer Co-worker

Reasons for Turnover76% of the donors lost in 2007 were not asked to

give14%

17%

59%

10%

Financial Limitations

Workplace Change

Communications Gap

Proactive or Competitive

Financial Limitation Laid off/unemployed Medical expenses

Workplace Change Changed jobs/retired Workplace campaign was

discontinued Communications Gap

No one asked me I did not get any information

Proactive or Competitive Chose other charities Overhead is too high

United Way Research – 2007 Public Poll and ACI Study

PublicizeFollow-Up

• Post a Campaign “Recap” Article in your Agency’s newsletter, intranet, etc.

• Post Campaign Results Frequently

• Schedule a Close of Campaign Event

During CampaignStep 8:

Conduct an Educational & Fun Employee Campaign

Conduct an Educational & Fun Employee Campaign

•Make personal contact with every employee•Personalize all pledge cards•Encourage payroll deduction•Distribute Eagle Awards•Retrieve all Pledge Cards•Make your own pledge!

Conduct an Educational & Fun Employee Campaign

Eagle Club Award

($1,000+ donation)

During Campaign

Step 9:Report Results Weekly

Report Results Weekly

• Call your LE for a weekly pick-up & recap

• Frequent reports:– Decrease errors– Take monies off your hands– Keep the CFC office updated on goal status

Post Campaign

Step 10:Wrap Up

Wrap Up

•Turn in all pledge cards by November 30th.

•Follow-up on detailed or on-leave employees

•Turn in all reports to CFC office

•Check office for stray cards

•Thank your team

Post CampaignStep 11:

Say THANKS!

source

QUESTIONS?

TAB D“Fun”draising Ideas

E-Technology

& the CFC

CFC Website

www.heartlandcfc.org

CFC Online

Online Pledging Options

Agencies Able to Use

•Commodity Futures Trading Commission•Consumer Product Safety Commission•Department of Education•Department of the Interior•Department of Transportation•Department of the Treasury•Equal Employment Opportunity Commission•Federal Deposit Insurance Corporation•General Services Administration•International Trade Commission•National Archives & Records Administration•National Labor Relations Board•Office of Personnel Management•Pension Benefit Guaranty Corp•Railroad Retirement Board•Social Security Administration

http://www.cfcnexus.org/_root

How to Begin/Finish With Success

2012 Charity Catalog

2012 Charity Catalog

Every 2012 Heartland-approved charity is listed in this resource guide with the following information:

0123 Charitable Agency Name, Inc. 816-555-5501 www.charitywebsite.org (Legal Name of Charitable Agency) EIN#75-00437773 - This is where a 25 word description of programs and services offered by the charity will appear. For more details please contact the charity directly. 10.3% B,V,O

Four-digit charity designation code and charity name

Phone number,

website address,

(full legal name

if applicable) and

employee identification

number (EIN)

Charity’s description

Annual fund-raising and administrative cost as a percent of total income

NEW: National Taxonomy of Exempt Entities (NTEE) classification system - Each organization can include in their CFC statement up to three program areas, in priority order, which most closely identifies the type of mission, services, and activities provided.

National Taxonomy of Exempt Entities (NTEE) Classification System

• A Arts, Culture, and Humanities• B Educational Institutions & Related

Activities• C Environmental Quality, Protection &

Beautification• D Animal Related• E Health – General and Rehabilitative• F Mental Health, Crisis Intervention• G Disease, Disorders, Medicinal

Disciplines• H Medical Research• I Crime, Legal Related• J Employment, Job Related• K Food, Agriculture, and Nutrition• L Housing, Shelter• M Public Safety, Disaster Preparedness &

Relief• N Recreation, Sports, Leisure, Athletics• O Youth Development

• P Human Services – Multipurpose and Other

• Q International, Foreign Affairs, National Security

• R Civil Rights, Social Action, Advocacy• S Community Improvement, Capacity

Building• T Philanthropy, Voluntarism &

Foundations• U Science & Technology Research

Institutes, Services• V Social Science Research Institutes,

Services• W Public, Social Benefit: Multipurpose,

Other• X Religion Related, Spiritual

Development• Y Mutual/Membership Benefit Orgs.,

Other• Z Other

2012 Pledge Card

2012 Pledge Card

2012 Pledge Card

Eagle Club Report Form

Campaign Report Form

Caring For Community Award Form

ACE Awards(Achieving Campaign Excellence)

Bronze Level 50% Participation $80 per capita

Silver Level 66% Participation $100 per capita

Gold Level 80% Participation $120 per capita

Agencies achieving these levels will receive a framed certificate at the Awards Ceremony in January.

Additional Resources

Agency Speakers

•Enhance any CFC event

•Provide firsthand experiences and knowledge about CFC-funded organizations

•Available at any time during campaign season through the online request form

Agency Speakers

Agency Fairs• Interactive events for Federal employees

featuring non-profit representatives

• Provide employees with information about a broad range of non-profit agencies at one time

• Schedule one through the Heartland CFC website

Agency Tours•Seeing truly is believing

•Demonstrate the efficiency and effectiveness of agency programs; bring social problems to light

•A free reminder of your CFC dollars well spent

•Hold a regularly scheduled meeting at an agency, then take a tour

•Consider a tour as part of the training

More Help Online!

• Additional Items Online:– Thank You Certificate– Sample Letters– Online Charity Search– Online Pledge Download– Calendar of Events– More!

Lessons LearnedIt’s all about the hand-off

QUESTIONS?