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

jhoward@healthcharities.orgBrendon 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!