Keyworker Training

Combined Federal CampaignPotomac2010

TEAM (Together Everyone Achieves More)TEAM (Together Everyone Achieves More)

Together Everyone Achieves More

Thank you for volunteering!

Every ask leads to a gift that allows us to achieve more.

Together Everyone Achieves More

Unless someone like you cares a whole awful lot, nothing is going to get better.  It's not.  ~Dr. Seuss

Agenda

PotomacCombined Federal Campaign

Keyworker Training

I. RegistrationII. Opening Remarks

III. IntroductionIV. SpeakerV. Training

CFC at a Glance Gifts and Incentives Brochures, Pledge Cards and Turn-ins

Marketing the Campaign and Group Meetings Handling Objections/ Where Do I Go From Here?

VI Wrap Up

CFC at a Glance

• Once-a-year charitable fundraising campaign for Federal civilian and military employees

• Established in 1961 by President JFK (2011 50th Anniversary)

• Administered and regulated by the Office of Personnel Management (OPM) https://www.opm.gov/cfc/

• Contributors are encouraged to designate

• Employee benefit

CFC at a Glance• Eligible organizations must meet reasonable standards of

financial integrity/public accountability

• Today, there are over 200 combined campaigns throughout the U.S.

• Rappahannock United Way (RUW) has equitably served Potomac CFC as the Principal Combined Fund Organization (PCFO) since 1984

• CFC is considered “Official Government Business”

The Impact

Locally in 2009:

$46,748 to the Fredericksburg Food Bank

$29,567 to the Wounded Warrior Project

$22,558 to the Fisher House

$16,520 to the Fredericksburg SPCAWorldwide in 2009: $300 million donated $6.6 billion since

inception.

You are touching thousands of lives through your gift of time and effort.

Every charitable act is a stepping stone toward heaven.

- Henry Ward Beecher

Together Everyone Achieves More

The Gift• All donated funds, minus administrative expenses, go directly to the

organization specified. Administrative expenses are approved by the Local Federal Coordinating Committee (LFCC).

• Payroll deduction is easy and convenient.

• Deductions begin with the first pay period in January and end with the last pay period in December.

• Contributions are VOLUNTARY!

• Contributors are encouraged to designate. Individuals can donate to as many organizations as they wish, they just have to fill out additional pledge cards.

• Undesignated funds: the proportions are determined by the amount designated for each agency

IncentivesThere is no set gift amount. contribution helps

CFC Hero $500-$999

EVERY

Stars and Stripes

Leadership Giver $1,000-$2,499

Friend of the CFC $150-$499 Can Koozie

Cooler

Grocery Tote

Incentives, cont.

Patriot Leadership Giver $2,500-$4,999

Platinum Leadership Giver $5,000 and up

“If a free society cannot help the many who are poor,

it cannot save the few who are rich.”

~President John F. Kennedy

Stainless Bottle

Pen Set

Brochure

• Use ONLY 2010 Potomac brochure.

• 3 Sections: Local, National, International.

• Use 5 digit code to designate agency.

• Do not write in an agency.

• Each agency must meet a strict set of guidelines in order to be listed in the brochure.

• The % at the end of each 25 word statement is the administration cost of the agency.

• Taxonomy Codes

• Great resource for answering questions!

Pledge Card-Page 1

FIVE-DIGIT CHARITY CODESThe CFC code is entered on your pledge form to designate the charities of your choosing. All participating charities will use a five-digit CFC code assigned by OPM. This code remains constant across campaigns. IMPORTANT!!!

Pledge Card- Page 2 &3

Page 1: Payroll Copy

Page 2: CFC Copy

Page 3: Donor Copy

FOR TURN IN PURPOSES: Turn in page 1 & Page 2 still attached to each other.

SSN# will be blacked out on page 2 and page 3 of the Pledge Card.

It is voluntary to submit your SSN#; however, failure to write in SSN# may result in errors or an unprocessed payroll deduction.

Cash/Check Contributions DO NOT require SSN#

IMPORTANT!!!

Pledge Card Info.

• Pledge only to agencies in the book– Any designation code not in the book will default to

Undesignated Funds• Donors may designate to more than five agencies, but

must fill out additional card(s). Write 1of 3, 2 of 3, 3 of 3 in Top right hand corner.

• Double Check all Math on pledge cards– No repeating decimals – do not round off (equal deductions)– All designations should not exceed total gift but can be less

than total gift. (all monies less than total gift is marked as undesignated.)

• Payroll Deduction must be a minimum of $1.00 per pay period for civilians and $2 for military

Cash or Check Donation

• Cash or Check Donations• >Write Check to Potomac Combined

Federal Campaign• >Staple or Paper Clip Check or Cash to

pledge Card• >Circle Cash or Check on Pledge Card• >Total Cash or Check should be no more

than Designation Total.

Thank you for volunteering to make a difference.

You help the needy.

Together Everyone Achieves More

Marketingthe Campaign

• Be creative and make it “fun” fundraising. Share creative special events on the Facebook page for Keyworkers. Rosemary Higgs (rosemary.higgs@navy.mil) is your Special Events Coordinator

• Use group meetings & the Speaker’s Bureau

• Stress payroll deduction

• Sponsor special events (all money collected during a special event goes to undesignated)

• Don’t take objections personally

• Never coerce or strong-arm

• Say “Thank You”

Group Meetings

• Remarks by keyworker-Welcome-Remarks endorsing the CFC-Distribute brochure

• Remarks by guest speaker (i.e., supervisor showing support, employees testimonial)

• Explain the CFC system-Reasons for giving-General CFC information-Discuss brochure and incentives-Answer questions

• Ask for contributions-Hand out pledge cards

• Say “Thank You”

How to HandleTypical Objections

• Remember…it’s not personal.

• It might not be real —Some objections are “stalls” rather than sincere objections. Try to find the real cause behind the concern. Often it has stemmed from a misunderstanding about CFC.

• Be sympathetic—Listen carefully! If your prospective donor says “my boss MADE me donate last time.” Explain that the CFC is designed around volunteer donations only.

• Don’t argue—Arguing will force your prospective donor to defend their objection on the spot. You may win the argument but lose the contribution.

How to HandleTypical Objections

• Encourage him/her to ask questions—Let your prospective donor expand upon their concern and then address the situation.

• Remember: If a question arises that you cannot answer, call your department representative or PCFO. A prospective donor will appreciate you taking the time to find the answer and get back with them.

• Use brochures as a resource.

• Feel confident assuring the donor that “This is a Great System.”

• Be enthusiastic—it will rub off.

Report EnvelopeTYPE

OF GIFT

CIVILIAN

# OF $

DONORS AMOUNT

MILITARY

# OF $

DONORS AMOUNT

TOTAL

# OF $

DONORS AMOUNT

PAYROLL DEDUCTION

Designated

Undesignated

Subtotal

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

CASH

Designated

Undesignated

Subtotal

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

CHECKS

Designated

Undesignated

Subtotal

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

TOTAL

Designated

Undesignated

Subtotal

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

_____ ___________

Report Envelope and Turn Ins

• Attend Turn-ins EVERY WEEK• Complete the Report Envelope (use the report envelope checker)

• Separate Military and Civilian, Payroll, Cash and Checks

• Keep Checks with the Pledge Cards• Keep Cash with Pledge Cards• Do not separate copies, turn both copies in at Turn-ins• Stay until a representative has verified the accuracy of the Report Envelope

• Collect incentives at the Turn-in

Where Do I GoFrom Here?

• Learn more about the CFC• Make your own gift• Organize a group meeting• If a group is not possible, begin making a one-on-one request for a contribution

• Say “Thank You”• First turn-in date is September 16th• Give out incentives• Collect the brochures and recycle them

Where Do I GoFrom Here?

• If you need further assistance contact:FC 1 Joseph Sheddan Campaign Chairperson:

540-653-1031 joseph.sheddan@navy.mil

Kathleen Smith PCFO Contact: 540-373-0041 x310 ksmith@rappahannockunitedway.org

www.potomaccfc.org

Turn-in Dates• September 16• September 23• September 30• October 7• October 14• October 21• October 28• November 4• November 11• November 18• November 23• December 2• December 9• December 16• December 23/30 late• 12/7Victory Party 11:00 – 1300 @ The

Community House

Kickoffs

Wednesday, September 15, 2010Romenick Hall

Arrival Time: 10:00 a.m.Agency Fair: 11:00 a.m. to 1:00 p.m.

Space for 30 Agencies125 Expected Attendees

Thursday, September 9, 2010Butler Stadium

Arrival Time: 9:00 a.m.Agency Fair: 10:00 a.m. to 1:00 p.m.

Space for 70 Agencies500 expected attendees

Tuesday, September 14, 2010Bldg 1540T Side Parking Lot

Arrival Time 6:00 amAgency Fair 7:00 am – 9:00 am

Space for 20Agencies125 Expected Attendees

Dahlgren Parade FieldArrival Time: 10:00 a.m.

Agency Fair: 11:00 a.m. to 1:00 p.m.Space for 40 Agencies

350 Expected Attendees

Thank you for volunteering to make a difference.

You never know who may need you!

Together Everyone Achieves More

Questions?

Thanks for your time!

Ask questions and you shall

receive answers!