keyworker training 2015 what will you make possible?
TRANSCRIPT
Keyworker Training
2015
What will
YOUmake possible?
Four Steps of a Key Worker
1.Learn the Facts about CFC
2. Make Your Own Gift First
3. Ask Other People to Give
4. 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
Make Your Gift
Make your own gift first. Thisshows others you believe in thecause, and it will be easier to
invitethem to participate in CFC.
Make the Ask
You may be the first person to tell them about the CFC.
Personalize your comments
Advertise payroll deduction
Ask for a contribution
Remember: No is okay
Say Thank You!!
Thank everyone you speak with.
It takes several “thank you’s” before a person truly feels
appreciated.
AVAILABLE FOR YOUR USE ON THE WEBSITE
2015 Video
Pledge Card Training
Pledge Card Training
Payroll Deduction
Payroll DeductionCalculation Errors
Example: $500.00 / 26 = $19.23 $19.23 * 26 = $499.98Double Check the Calculations!
Cash or Check
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. SSN/ EIN only necessary for those giving through payroll
deduction.
PAYROLL DEDUCTION. 3.Check the annual amount is correct: Double check calculations
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.
• Contributors checks must be made payable to Combined Federal Campaign. Checks payable to a designated charitable organization cannot be accepted.
Pledge Card Instructions Continued
• 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.
• g 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.
• DO THE MATH. Ensure all calculations are correct before processing the pledge card.
• Be sure that the total amount designated does not exceed the total annual contribution.
• 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.
• Track pledges who elect to receive an incentive award. • Ensure that white copy & yellow copy are submitted to your
agency coordinator as instructed • pink copy belongs to donor for his/her tax record.
Every Donor GiftCFC Themed Bic Grip Roller Pen
Philanthropist AwardChallenge Coin$650-$4,999($25 per pay period)
EagleAward$5,000 & Above($200 per pay period)
• Schedule a weekly turn in t ime with your coordinator.
• Pre-audit al l pledge cards, correcting issues prior to turn in
• Track al l donor gifts prior to submission• White/yel low copies to coordinator• Pink copy to donor• Provide gifts to donor within one week of
receiving pledge card.
Submitting Pledge Cards and Requesting Donor
Gifts
Donor Incentive Order Form
Charity l ist including 25 word agency descriptions
Donors can learn more, search for charities
And select agencies can GIVE ONLINE.
Website
www.DFWMetroplexCFC.org
Social Media
Please “Like” us on facebook!
Dallas-Fort Worth (DFW) Metroplex CFC
A great resource for donors & charities!
Please suggest the page to others in your agency & to your favorite charities!
Number one reason people don’t give?
“NO ONE ASKED!!”
Know the Cause
The more you know about CFC, the more effective you will
be when you invite people to participate.
Contact Information
Jennifer HowardSenior Director682-323-2788
[email protected] Ofori
Help Desk817.997.4413
Kim BaileyCharity Liaison254.723.7711
We appreciate your efforts in making the DFW Metroplex Combined Federal
Campaign the most successful campaign to date!
Thank You!