2014 Campaign Coordinator Workshop

HEARTLAND CFC

Campaign Basics

Discuss Special Events & FUNdraising Ideas

Cover CFC E-Technology

Learn Reporting & Forms

Discover Online Resources

Discuss 2014 Changes

WORKSHOP OBJECTIVES

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 effi cient 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 effi cient and fair umbrella.

One campaign….Once a year.

PURPOSE OF THE CFC

Only government-authorized means of solicitation to employees in the federal workplace - on behalf of charitable organizations

Most inclusive workplace giving campaign in the world

Currently over 100 campaigns nationwide & overseas Over 24,000 nonprofit organizations worldwide In 2013, nearly 800,000 federal, military and postal

employees contributed $209.7 million 2014 is 54TH anniversary of CFC! More than $7 billion has been contributed since 1964

QUICK FACTS ABOUT THE CFC

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

National/InternationalOrganizations

TYPES OF CHARITIES

Local Federations(has member

charities)

Local IndependentOrganizations

Multiple convenient ways to give:

1. One-time gifts (check/cash)

2. Payroll deduction (most popular)

3. Online giving (payroll deduction)

Employee Express, myPay and CFC Nexus

4. Special Events/Fundraisers

CONVENIENCE

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 effi ciency and accuracy with charity reviews

CREDIBILITY

HEARTLAND CFC AREA

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

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%

7.15%10.50% 10.60%

25.00%

35.00%

Heartland CFC

Local United Way

Average Non-profit

Overhead acceptable by Better Business Bureau (2012)

CFC (Nat’l Average)

The Heartland CFC is proud of its low fundraising cost

• EMPATHIZE with your fellow employees during diffi cult times

• Attain 100% ASK rate for all agency employees

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

• Engage and educate younger employees (become donors)

• Host a CFC LUNCH & LEARN for your employees

MAJOR 2014 CAMPAIGN STRATEGIES

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

MAKE THE MOST OF YOUR DONATION

Heartland Combined Federal Campaign 2013 Fundraising/Administrative Cost 7.15%

Undesignated dollars raised in 2013 $200,404

Your Donation Has Impact:Example for 2013

Your amount pledge through CFC$200.00Undesignated Dollars for your charity (10.45%) +

20.90Cost of Administration & Fundraising (7.15%) - $ 14.30Your total designated gift to your charty $206.60

COORDINATORS: GENERAL RESPONSIBILITIES

Plan special events & fundraisers within agency, including scheduling charity fairs & speakers

Turn in all pledge cards, cash/checks, special events donations, etc.

Maintain record of donations/pledges within agency (verify accuracy with LE)

Distribute donation gifts to employeesThank all employees & volunteersDistribute info/updates to employees (as

provided by agency head, LE or CFC staff , as needed)

Refer to Page 8 of Coordinator’s Guide book

Both~

Develop campaig

n objective

s ~ Plan

and impleme

nt campaign events

~ Disperse pledge cards

Campaign

Coordinators~ Check

paper pledge

forms for accuracy~ Fill out

the campaign

report envelopes/t

urn in donations~ Submit

reports and donations/p

ledges to your

Loaned Executive

Campaign

Canvassers

~ Collect pledge cards

~ Discuss donating with all

employees

COORDINATORS / CANVASSERS

Materials are available online for you to train your Canvassers(Click on “Coordinators & Canvassers” tab and select CFC Canvassers link)

Your Loaned Executive is also available to assist you and can also provide you with a copy of the training presentation

TRAINING CANVASSERS

CC GUIDE BOOK OVERVIEW

Let’s look through your Guide Book…

• Charity Listing Catalog• 2014 Pledge Cards• Coordinator Report Forms• Report Envelopes• Various Promotional Items • and more…

CAMPAIGN MATERIALS

2014 CHARITY LISTING

Every 2014 Heartland-approved charity is listed in this Charity Catalog with the following information:

2014 CHARITY LISTING

NATIONAL TAXONOMY OF EXEMPT ENTITIES (NTEE) CLASSIFICATION SYSTEM

A Arts, Culture, and HumanitiesB EducationC EnvironmentD Animal RelatedE Health CareF Mental Health & Crisis InterventionG Voluntary Health Associations

& Medical DisciplinesH Medical ResearchI Crime & Legal RelatedJ EmploymentK Food, Agriculture & NutritionL Housing & ShelterM Public Safety, Disaster Preparedness & ReliefN Recreation & Sports

O Youth DevelopmentP Human ServicesQ International, Foreign Aff airs & National SecurityR Civil Rights, Social Action &

AdvocacyS Community Improvement & Capacity BuildingT Philanthropy, Voluntarism &

Grantmaking FoundationsU Science & Technology V Social Science W Public & Societal Benefi tX Religion-RelatedY Mutual & Membership Benefi tZ Unknown

2014 PLEDGE CARD

1

23

4

56

7

Please do not contact charities before completing form

Email forms to: leilajones@heartlandcfc.org

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

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

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

ONLINE RESOURCESwww.heartlandcfc.org

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…

2014 INCENTIVE LEVELS

The Eagles have returned!

EAGLE DONORSDonations of $1,000+

COMMUNITY INVESTORS

Donations of $500-999

(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.

ACE AWARDS

Caring for Community AwardHighest Percentage GrowthHighest Dollar GrowthHighest Average Gift

For each agency size, based on number of employees: Less than 10, 10-49, 50-499, 500+

OPM CFC Hero Award (individuals)

OTHER AWARDS

JOHN F. KENNEDY AWARD

NEW IN 2014COMMUNITY SERVICE

VOLUNTEER RECOGNITION

KEY CAMPAIGN DATES

Loaned Executives’ Duties Begin August 25Campaign Coordinator Workshops August 19

September 2 & 9September 10

Campaign planning & Training August/SeptemberCFC Leadership Summit September 24

HEARTLAND CFC KICKOFF October 1Campaign Events for your Agency (Set your dates)Loaned Executives available Sept-Dec. 5HEARTLAND CFC ENDS November 21Loaned Executives’ Final Day December 5

CFC Awards Ceremony January 14, 2015 (tentative)

ONLINE PLEDGES & REPORTINGPRESENTATION

QUESTIONS?

THANK

YOU!!!

THANK YOU!!!

THANK YOU!!!

THANK YOU!!

!

THANK YOU!!

!