ALL Coordinator

TRAINING

2011 Loaned Executives

Karen Bennett (part time)Department of Defense, Office of Inspector General

Jodi DwyerDefense Finance and Accounting Service (DFAS), Columbus

Janet JacksonVeterans Affairs Medical Center – Huntington, WV

Tamara MooreDLA Land and Maritime - Finance

Mary FancilDefense Logistics Agency (DLA), Land and Maritime

Randy NelsonUnited States Postal Service

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Loaned Executive Role

• Meet with CFC Area Coordinators and leadership to plan, organize, and schedule the campaign.

• Effectively communicate the need for support of vital community services.

• Communicate, to the LFCC, the progress of agency campaigns

• Work with Area Coordinators to coordinate agency fairs, speaker’s events, and other marketing opportunities.

• Pick-up / deliver campaign supplies and campaign envelopes.

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Loaned Executive Role

• Monitor individual account progress.

• Attend and assist the CFC manager and Coordinator at CFC events.

• Assist Area Coordinators in executing your campaign.

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Speaker RequestsIndividual Speakers and Agency Fairs

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

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Coordinator and Key Worker Role

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Coordinator Role

• Definition of the “Coordinator”

• Responsibilities

• Make the “Ask” – Face-to-Face Solicitation

• Thank all employees and Key Workers

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Key Worker Role• Definition of a “Key Worker”

• Responsibilities

• Ask fellow employees to join in giving

• Field questions & listen to concerns

• Thank each employee

Elements of a Successful Campaign

andSupport Funds

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Six Elements of Personal Solicitation

1. Be ready

2. Be Confident

3. Explain

4. Listen

5. Solicit

6. Say “THANK YOU”

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How to Handle Objections• Focus on Solutions to Objections

• Always Listen

• Never Let an objection lead to an Argument

• Respond with Positive Solutions

• Turn Negatives into Positives

• Allow potential donors to verbalize opinions

• Don’t take it personally!!

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I give to my own charities/church That’s great. Then you know how important it is to be

charitable. Can you please consider including our CFC agencies in your charitable giving.

My spouse already gives That’s great, however, each of us individually needs to

share the responsibility of supporting our charitable community.

Response to Why People Don’t Give

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I will not support management□ Your donation does not benefit management.

This is your opportunity to give to charity and support the community.

I don’t have any extra money□ Sometimes it’s a sacrifice to give, however, there

are so many people who are a lot less fortunate than you or I.

Response to Why People Don’t Give

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I don’t know where my money is going If you designate directly to an agency through

the campaign, that is where your money goes. The agency will send an acknowledgement if you so desire.

Response to Why People Don’t Give

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Get the Agency Head to fully support the campaign

Know the facts about CFC

Establish attainable objectives with your Loaned Executive

Elements of a Successful Campaign

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Recruit your team

Train and support your team• Your LE is available to conduct an onsite training for your team

Utilize CFC “Helpful Resources”

Elements of a Successful Campaign

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Support Funds

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Campaign Materials

• Charity Listing• Pledge Card• Campaign Report Envelopes• Lapel Pins• Promotional Materials• Leadership Level Gift• Report Envelope Tracking Form• Donor Recognition Tracking Form

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Remind Donors…

• Donations can be by payroll deduction,

• cash or check.

(PAYROLL DEDUCTION IS ENCOURAGED)

• Designations are encouraged!!

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Report Envelope Tracking

Donor Recognition

Online Giving Options

•Employee Express•CFC Nexus

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Employee Express (EEX)

• Only available to federal agencies that currently have access to EEX for HR functions

• Will appear as an option 9/1-12/15 on the EEX site

• Reports will be made available periodically throughout the campaign and/or at the end of the campaign period

• Agencies that have access to EEX WILL NOT have access to CFC Nexus

CFCNexus

• External Vendor• Pledge detail will be printed and delivered,

by your LE, for submission to your payroll processing department

• These reports should be submitted in your campaign report envelope along with other pledges and accounted for as such

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Questions?

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Share Best Practices

Thank You

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