CAMPAIGN KEY WORKER TRAINING

51 Years of Caring

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ILLOWA Bi-State Combined Federal Campaign

Learning Objectives

By the end of today’s session, you will learn:

CFC overview, Campaign Goal and Campaign Theme

Role of the Key Worker

Giving options and regulations

Pledge processing procedures

Campaign tools and resources

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CFC Overview and Campaign Plan

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What is CFC?

CFC is the only authorized solicitation of the Federal employees in their workplaces on behalf of approved charitable organizations.

The CFC began in the early 1960’s to coordinate with the fundraising efforts of various charitable organizations so that the Federal donor would only be solicited once in the workplace and have the opportunity to make charitable contributions through payroll deduction.

Federal employees continue to make the CFC the largest and most successful workplace philanthropic fundraiser in the world.

Illiowa Bi-State region raised $681,724 in 2011 for local, national and international charities

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2012 Campaign Dates: October 3 through December 21

Why Give?5

Your donation through CFC enables you to help build healthier communities.

Just $1 a week buys….

50 hours of activities for seniors at a Center

68 meals to low-income individuals

36 hot meals delivered to homebound elderly

12 elementary school students with trained volunteer tutors to help with reading and math

10 children with bilingual beginning –to-read books to build early literacy skills

Three 30 minutes appointments for health assessment and counseling for individuals facing physical, developmental or mental health challenges.

2012 Campaign Goal6

2012 ILLOWA Bi-State CFC GOAL

“100 percent contact”

2012 Campaign Theme

Promotes the individual choice of donors to support personally relevant causes, while emphasizing the benefit of participation in a collective effort

Highlights the generosity and strength of the Federal workforce

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Role of the Key Worker8

2012 Key Worker Goals9

Ensure 100% contact (or “ask”) with all employees

Increase number of donors and amount of gifts

Protect donor information and privacy

Here’s How

1. Make a personal commitment

2. Contact your assigned co-workers

3. Thank your donors

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Making the Ask

In a national study, 800 Federal employees were interviewed:

70% said they would donate to CFC Only 49% gave that year

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The Key Workernever made“the Ask”

Giving Options and Regulations12

Ways to Give13

Payroll deduction For recurring gifts, spread across 12 monthly installments for the military or 26

pay periods for civilian employees

Check or cash For one-time gifts

Give by payroll deduction, cash, or by check

Ways to Give14

Designated

Use the 5-digit charity code

Undesignated

Distribution made in the same proportion as charities receiving designations

Confidential gifts

Place in a sealed envelope to Pledge Form Carrier

Personal Choice15

Select your charities of choice from CFC’s comprehensive list of more than 2,500 approved charitable organizations using:

Catalog of Caring Printed catalog of charity list with sections for local, national and

international organizations

Not distributed to every employee; donors can request copy from Keyworker

Online Charity Search Searchable online database

Sort by name, keyword, location, administrative overhead rate, CFC code number or service category (e.g., health, disaster relief, education)

Accessible 24/7 at http://illowacfc.org

Regulatory Restrictions16

What we cannot do: Require 100% participation Allow managers to solicit subordinates Pressure colleagues to give a specific amount Develop a list of non-contributors or

contributors Coerce fellow employees

Reference: 5 CFR 950 Solicitation of Federal Civilian and Uniformed

Service Personnel

ILLOWA Bi-State CFC Website Information, FAQs and news about CFC

Online campaign resources available for customization and/or download

Campaign video with inspirational stories from fellow Federal workers

Training materials and videos

Personal stories/essays

Union Endorsement

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http://illowacfc.org

Pledge Processing Procedures18

2012 Sample Pledge Form19

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2012 Sample Envelope

Campaign Tools and Resources21

Key Worker Materials

Instructions-Key Worker Training

Pledge Form

Key Worker Envelopes

Donor Gifts

Catalogs/Brochures

Memorial Contribution Form

Poster

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Catalog of Caring

Printed version Provide limited copies to key person

Request donors to share with co-workers

Online version Available as PDF and online

searchable database at http://illowacfc.org

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Donor Recognition

Donor Gift

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QUESTIONS

Local Federal Campaign Committee (LFCC) See page 2 of the brochure

Loaned Executives Terry Stevens, (309) 782-8331, terry.j.stevens.civ@mail.mil

Stephanie McMillin, (309) 782-8355, stephanie.l.mcmillin2.civ@mail.mil

Cheryl Davidson, (309) 782-8348, cheryl.a.davidson.civ@mail.mil

Gigi Ruplinger, (309) 782-8352, lolita.l.ruplinger.civ@mail.mil

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CFC Points of Contact