2015

Combined Federal Campaign

(CFC)

Training

For Coordinators, Captains & Keyworkers

AGENDA••

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WelcomeCFC Overview, Structure and CFC History

Loaned Executive Role

Coordinator Role

Keyworker RoleCampaign Material with ‘How To’

*Pledge forms

*Online Giving (ePledging)

*Envelopes

*Special Events

*Collecting and Reconciling Money

Make the Ask (video)

Recognition and Thank You

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Pam Franceschi2015 CFC

Campaign Chair - DFASCentral Ohio West Virginia

CFC

Michelle Jeffrey2015 CFC

Campaign Chair – DFASCentral Ohio West Virginia CFC

2015 LFCC Members

David Bertke - DFAS Janet Bunnell- DLA Land & Maritime

Kathleen Denson – IRS

James (Marty) Dixon – DLA Training

Carletha Fasching - USDA Farm Service Agency

Jesse Foster - SSA ODAR

Pearl Foster - DLA Land & Maritime

Valerie Harover – DLA Land & Maritime

Michelle Jeffrey - DFAS

Pam Kelly – DFAS

Brenda Minnema – DLA Land & Maritime

Stephanie Morgan – SSA

Jan Pitts – DFAS

Barry Roberts – HUD

LFCC Responsibilities

• Encourage Local Federal agencies to appoint Loaned Executives• Encourage Agency Directors/Co’s to support the campaign• Ensure to the extent possible, every federal employee is given an

opportunity to participate in the CFC (100% ask) • Hires PCFO• Conducts Local Agency Eligibility• Provides Oversight of PCFO• Approves Campaign material• Conducts Compliance audit (Members from Federal Community)• Final Campaign Decisions• Liaisons to Federal Agency Heads

PCFOPrincipal Combined Fund Organization

1. Manage the Campaign2. Serve as fiscal agent

Kim Kessler

Public Sector DirectorKevin Readey

Relationship ManagerNora Lyons

Campaign Associate

2015 Loaned Executives(Also known as YOUR LE)

Jan PittsDFAS

Vickie DiggsDLA Land & Maritime

Christie HooksUSDA Rural

Development

Regina BaldridgeVA Medical CenterHuntington

2015 Loaned Executives(Also known as YOUR LE)

Trevor Payne & Jason Fry

U.S. Postal Service

CFCHISTOR

Y

What is the CFC?CFC is the world’s largest and most successful annualworkplace fundraising campaign.

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• There are 150+ CFC’s throughout the country andinternationally that raise millions of dollars each year.

• To date federal employees have collected over $7 billion dollarsfor local, national, and international charitable organizations.

• Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non–profit organizations that provide health and human service benefits throughout the world.

• The Central Ohio and WV CFC raised nearly $1.1 million dollars during the 2013 campaign.

33 County Giving AreaAdams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia, Guernsey, Highland, Hocking, Jackson,

Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross, Scioto,

Union, Vinton, and Washington counties in Ohio.Cabell, Wayne and Wood counties in West Virginia.

StructureOPM Sets Policy & Procedures

Leadership of LFCC(Local Federal Campaign Committee)

CABINET

LFCCConducts Local Campaign

Manages Local Campaign(Principal Combined Fund Organization)

PCFO

LocalFederal

Agencies

LoanedExecutiv

e

Local, Nationaland

International Charities

ChairpersonCoordinators Key Workers

Project Officers

OPM Mgmt) Structure(Office of Personnel

Director, OPM

CFC StaffElaine Kaplan

OPM Curtis RumbaughMary Capule CherLynn Stevens Marcus Glasgow

Director, CFC Operations

Keith Willingham

Publishes CFC RegulationsEstablishes Timelines

Provides Direction and Guidance Develops & Publishes National /

International List Establishes Rules on Local Application’s

Final AppealAudits

ROLES

Loaned ExecutivesCoordinators

Keyworkers

Loaned Executive (LE) Responsibilities• Train Coordinators and Keyworkers

• Deliver all material needed for employee campaigns including pledge cards,brochures, report envelopes, and campaign posters.

• Set up charity tours, displays, speakers, and use of the campaign video.

• Assist Coordinators with planning, organizing, conducting employeecampaigns and meetings, special events and other activities, whatever is needed.

• Follow-up with CFC Coordinators for envelope reconciliation or assistance.

• Oversee pledge processing and donor recognition

• Responsible for reconciliation of donations

• Available to assist YOU!!!

Coordinator RolePrimary contact with Loaned Executives•

• Develop, schedule and implement the Agency campaign (viaawareness, marketing and special events etc.)

• Be available to keyworkers for assistance and reconciliation ofenvelopes

• Assures that related “off-site” offices in the Agency are includedcampaign , if applicable. i.e. military bases,

in the

• Recruit and assist in training of the campaign team (Captains, Keyworkers etc.)

Coordinator Role

• Distributes all campaign materials, collects and audits pledge forms in a timely fashion

• Follow up with LE as needed

• Reconciles and coordinates pick-up of campaign envelopes with LE

• Be mindful of campaign dates

• Communicates and distributes recognition opportunities (including Pins and Coins)

Keyworker Roles PRICELESS

• HEART of the campaign• KEY to a successful Campaign• POC between employee and coordinator• Must “reach out” personally

• Distribute pins/coins for pledges

• *MAKE THE ASK* - Do you know how? Are you comfortable? No? Not quite? Hold on…We’ll show YOU!

Campaign Materials

2015 Central Ohio& West Virginia

CFC

Charity Guide

Charity Poster

CFC DVD Thermometer posters I give because posters Union posters Swag items Fund raising events Campaign ideas Increase participation ideas

Pledge Card

Completing the Pledge Card

Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly!

3-Part Form:

1.2.

Top page goes to your Payroll Office.Middle page (white carbon copy) goes inReport Envelope.

the

3. Bottom page (pink carbon copy) to donor asconfirmation receipt.

Can you spot the errorson this form?

1__________________

2__________________

3__________________

Make the Ask(Video)

https://www.youtube.com/watch?v=6sgusmHr-

j4&index=2&list=PLlBcYXNpOYcN3GQ9V2U2mqWz8OMU9zt8A

Online Giving

There are currently 3 online giving options…

1. Nexus

2. Employee Express (EEX)

3. myPay

Nexus

Nexus is a non-government run third party online pledging system

Is available for ANY FEDERAL EMPLOYEE from any department/agency

www.cfcnexus.org

Employee Express

EEX is an automated government payrollsystem that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.

EEX is limited to select departments – refer to the home page for a department listing.

www.employeeexpress.gov

myPay

An automated government payroll system foremployees of the Department of Defense (DoD) ONLY. It empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.

Government Intranet access only

Universal Giving

• What is it?– Universal Giving is the

to give to any national, approved charity listed

ability for federal workersinternational, or local with any CF campaign

located anywhere in the country

– Universal Giving is available only through thethree eGiving systems: Nexus, EEX, and myPay

– OPM will also offer the complete listing atwww.opm.gov/cfc; and www.cowvcfc.org

Campaign ReportEnvelope

Key Points

Separate Civilian from Military Pledge Cards when adding pledgesContribution Type Vs. Special Events

“TOTAL” Row should represent what is in the envelope

DO NOT sign on “Envelope Picked Up By:” line

DO NOT SEAL the envelope until reconciled with your LE

Recognition

Donor Level Department/Agency Level Most Innovative Special

Event (by application only)

Donor Levels & Recognition Items

Diamond$1,200+

Platinum$960 - $1,199

Gold$720 - $959

Bronze$240 - $479

Silver$480 - $719

Depart/Agency Recognition

Per Capita - Departments/Agencies are recognized that achieve a minimum of $40 average donation “Per Capita”

Levels are:Gold Silver Certificate

TRIPLE CROWN AWARD

Meet or Exceed Agency Goal Meet or Exceed Per Capita Goal

Meet or Exceed Participation Goal

Most InnovativeSpecial Event*

Info and application info www.cowvcfc.org

2014 Winners:

Chalmers P Wylie VA Medical Center, Columbus

VA Medical Center, Huntington

(*someone from agency must submit an entry)

Campaign Website

www.cowvcfc.org

Resources and Downloads•••

ResourcesFormsTraining

WEBSITE RESOURCES & DOWNLOADSFORMS

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Fifth Third Bank – Cash conversion letter

Donor Recognition Awards

Gift/Prize Request

Speaker Request Form

Nexus – User Tutorial

EEX – User Tutorial

MyPay – User Tutorial

Form

WEBSITE RESOURCES & DOWNLOADSRESOURCES

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• Charity Guide

• Campaign Poster (both versions)

• Campaign Video

• Coordinator Training PowerPoint (this presentation)

Donor Recognition Item Requests

Speaker Requests

Individual Speakers and Agency Fairs

https://uwco.wufoo.com/forms/public-sector-

speaker-request/

Always say: THANK YOU…..

be gracious and smile, even if/when the donor says ‘No’

OPM has several ‘Thank You posters available for use.

Examples

http://www.cfctoday.org/resources/2015-campaign-materials

Questions?

THANK YOU!!!