HEARTLAND CFC

2013 CAMPAIGN COORDINATOR WORKSHOP

WORKSHOP OBJECTIVES

Learn Campaign Basics

Discuss Special Events & FUNdraising Ideas

Cover CFC E-Technology

Learn Reporting & Forms

Discover Online Resources

Discuss 2013 Changes

QUICK FACTS ABOUT THE

HEARTLAND 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.

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.

One campaign….Once a year.

PURPOSE OF THE CFC

Most inclusive workplace giving campaign in the world Only government-authorized means of solicitation to

employees in the federal workplace - on behalf of charitable organizations

Currently over 100 campaigns nationwide & overseas Over 25,000 nonprofit organizations worldwide In 2010, 1.4 million federal employees contributed

$282.6 million 2013 is 53rd anniversary of CFC!

QUICK FACTS ABOUT THE CFC

HEARTLAND CFC

CFC ORGANIZATION

Loaned Executive

Campaign Coordinator

CanvasserCanvasser

Division Chair

Loaned Executiv

e

Canvasser

Campaign Coordinator

Division Chair

Campaign Coordinator

CanvasserCanvasser

Local Federal Coordinating Committee

(LFCC)

Co-Chair

(Management)

Co-Chair

(Labor)

Division Chair

Campaign Coordinator

Campaign Coordinator

Campaign Coordinator

Loaned Executiv

e

Canvasser

BothDevelop campai

gn objectives and donation planPlan and

implement

campaign

eventsDispers

e pledge cards

Campaign

CoordinatorsCheck paper pledge

forms for accuracy

Fill out the campaign

report envelopesReport to

the Loaned Executive

Campaign

Canvassers

Collect pledge cards

Discuss donating

with employees

KEY CAMPAIGN DATES

Loaned Executives’ Duties Begin August 12

Campaign Coordinator Workshops August 20 & 28

Begin campaign planning & training September

CFC Softball Tournament September 28

HEARTLAND CFC CAMPAIGN KICKOFF October 1

USDA Golf Tournament October 9

Campaign Events for your Agency TBD

Get Your Give Online Week October 21 - 25

Loaned Executives’ Final Day November 22

CAMPAIGN CLOSES November 22

2013 CFC SOFTBALL TOURNAMENT (SEPTEMBER 28TH)

• Form a team within your agency (co-ed)

• $20 donation per player• Roe Ball Fields – Roe

Park • 8:00 am – 4:00 pm

For more info contact: Walt Kindergan, 816-325-8163

NOTEBOOK OVERVIEWKnow the Facts About CFC Page 2

Key Campaign Workers 3

Your Role & Responsibilities 4

The Campaign Action Plan 5

Pre-Campaign 6

During the Campaign 10

Post-Campaign 12

NOTEBOOK OVERVIEW (CONT’D)Special Events and FUNdraising Ideas

13

Special Events 101 14

Prizes & Incentives 15

Past Successful Campaign Themes 15

Types of Special Events 16

Fundraising and Special Events Checklist 19

Celebration: Mission Accomplished 19

CFC Glossary 20

Find More Help Online! 22

Notes 23

2013 CAMPAIGN MATERIALS

• Charity Listing Catalog

• Pledge Cards• Report Form• Report Envelopes

SUPPLY ENVELOPES

2013 LOGO & SLOGAN

2013 CHARITY CATALOG

2013 CHARITY CATALOG

Every 2013 Heartland-approved charity is listed in this Charity Catalog with the following information:

NATIONAL TAXONOMY OF EXEMPT ENTITIES (NTEE) CLASSIFICATION SYSTEM

A Arts, Culture, and HumanitiesB Educational Institutions & Related

ActivitiesC Environmental Quality, Protection &

BeautificationD Animal RelatedE Health – General and RehabilitativeF Mental Health, Crisis InterventionG Disease, Disorders, Medicinal

DisciplinesH Medical ResearchI Crime, Legal RelatedJ Employment, Job RelatedK Food, Agriculture, and NutritionL Housing, ShelterM Public Safety, Disaster

Preparedness & ReliefN Recreation, Sports, Leisure,

AthleticsO 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

2013 PLEDGE FORM

1

2

3

4

56

7

ONLINE RESOURCESWWW.HEARTLANDCFC.ORG

• Campaign Planning Documents: FUNdraising & Events Planning Form FUNdraising Event Ideas (detailed) Checklist

• Sample Forms & Instructions Campaign Report Form Incentive Request Form (Community Investor) Speakers’ Bureau Request Form Pledge CardOnline Donation Instructions

•Sample & Template documents: Thank-You certificates Sample letters, emails & newsletters Solicitation & Thank You Letters (to companies)

Documents available online:

Speeches, Meetings and Rallies• Online Catalog and Charity Search Engine• Online Pledging Access • Calendar of Events & Announcements• Campaign Progress • Posters• Downloadable Pledge Form (PDF format)

And so much more…

RESOURCING IMPACT

THE THREE CS

Choice

Convenience

Charities

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

CHOICE

Multiple convenient ways to give:

1. One-time gifts (check/cash)

2. Payroll deduction (most popular)

3. Online giving (pledges & credit cards)

4. Special Events/Fundraisers

CONVENIENCE

CREDIBILITY

All CFC-approved charities must meet specific criteria: 501c3, non-profit Audited Run by a Board of Directors And other considerations

Federal employees review all charities listed in the catalog

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

TYPES OF CHARITIES

National/InternationalOrganizations Local

Federations(has member charities)

Local IndependentOrganizations

ONLINE GIVING

ONLINE GIVING – EMPLOYEE EXPRESS

Commodity Futures Trading Commission

Consumer Product Safety Commission

Department of Education

Department of Interior

Department of State

Department of Transportation

Equal Employment Opportunity Commission

Federal Trade Commission

General Services Administration

International Trade Commission

National Archives & Records Administration

National Labor Relations Board

National Transportation Safety Board

Nuclear Regulatory Commission

Office of Personnel Management

Railroad Retirement Board

Securities and Exchange Commission

Social Security Administration

ONLINE GIVINGE M P LOY E E E X P R E SS

• “Talks” to Federal Payroll Offices

• Payroll Offices can automatically process a pledge from EEX

• Does not require registration to sign up

C F C N E X U S

• Does not “Talk” to Federal Payroll Offices

• Coordinator must print off pledge forms & mail to payroll office

• Does require additional registration / login

The Heartland CFC is proud of its small fundraising percentage. Over 95.0% of your dollar goes to charities providing services to

people.

Accept-able

Fundraising/

Admin-istration by Bet-

ter Business Bureau

0.00%5.00%

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

4.81%

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

8 YEAR HISTORY: HEARTLAND CFC

2005 2006 2007 2008 2009 2010 2011 2012$ 0.00

$ 500,000.00

$ 1,000,000.00

$ 1,500,000.00

$ 2,000,000.00

$ 2,500,000.00

$ 3,000,000.00

$ 3,500,000.00

$ 4,000,000.00

$ 4,500,000.00

$ 5,000,000.00

$ 3,034,169.90$ 3,049,326.86

$ 3,562,353.70$ 3,699,824.45

$ 4,070,693.70

$ 4,693,879.40

$ 4,402,074.23

$ 4,009,457.64

HISTORIC PAYROLL VS. CASH DONATIONS

2005 2006 2007 2008 2009 2010 2011 2012$ 0.00

$ 500,000.00

$ 1,000,000.00

$ 1,500,000.00

$ 2,000,000.00

$ 2,500,000.00

$ 3,000,000.00

$ 3,500,000.00

$ 4,000,000.00

$ 4,500,000.00

$ 5,000,000.00

$ 363,135.84$ 328,763.12

$ 376,081.56$ 349,966.49

$ 361,819.06$ 404,323.64

$ 382,277.63$ 356,179.18

$ 2,671,034.06$ 2,720,563.74

$ 3,186,272.14

$ 3,349,857.96

$ 3,708,874.64

$ 4,289,555.76$ 4,019,796.60

$ 3,653,278.46

Payroll PledgesCash Donations

8 YEAR AVERAGE / PER CAPITA PLEDGES

2005 2006 2007 2008 2009 2010 2011 20120

50

100

150

200

250

300

350

309.8 305.36

276.9 273.09262.56

283.09 285.92

313.83

109.21 111.46

74.14 78.53 82.38 77.44 72.13 66.24

Average PledgePer Capita Pledge

8 YEAR PERCENTAGE PARTICIPATION

2005 2006 2007 2008 2009 2010 2011 20120.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

40.0%

35.3%36.5%

26.8%

28.8%

31.4%

27.4%

25.2%

21.1%

2005 2006 2007 2008 2009 2010 2011 20120.0%

5.0%

10.0%

15.0%

20.0%

25.0%

30.0%

35.0%

40.0%

35.3% 36.5%

26.8%28.8%

31.4%27.4%

25.2%21.1%

2005 2006 2007 2008 2009 2010 2011 20120

50

100

150

200

250

300

350309.8 305.36

276.9 273.09 262.56283.09 285.92

313.83

109.21 111.46

74.14 78.53 82.38 77.44 72.13 66.24

Average PledgePer Capita Pledge

REASONS FOR TURNOVER

14%

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

2012 Heartland CFC Average Gift: $ 317.71

$4.0 million raised with 21.1%

employee participation

If we increased total participation to:

25% = We could raise $4,750,710!

30% = We could raise $5,700,853!

35% = We could raise $6,650,995!

MAKE THE MOST OF YOUR DONATION

Heartland Combined Federal Campaign 2012 Fundraising/Administrative Cost 4.81%

Undesignated dollars raised in 2012 $295,823 (7.38%)

Your Donation Has Impact:Example for 2012

Your amount pledge through CFC$200.00Undesignated Dollars to your agency (7.38%) +

$ 14.62Cost of Administration & Fundraising (4.81%) - $ _ 9.62

Your total designated gift to an agency $205.00

2013 “COMMUNITY INVESTORS”

Donors contributing

$450+

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.

MAJOR 2013 CAMPAIGN STRATEGIES• EMPATHIZE with your fellow employees during

these

• Attain 100% ASK rate for all agency employees

• CELEBRATE the Federal government’s charitable spirit by planning a campaign event with Agency Head support and charity speakers/displays

• Host a CFC LUNCH & LEARN for your employees

SUCCESSFUL CAMPAIGN STRATEGIES

Walt Kindergan, IRS

BREAKOUT PROBLEM SOLVING

MEET YOUR 2013 LOANED EXECUTIVES!

QUESTIONS?

THANK

YOU!!!