Combined Federal Campaign Coordinator Training
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Combined Federal Campaign Coordinator Training 1 www.dfwmetroplexcfc.o rg
description
Combined Federal Campaign Coordinator Training. www.dfwmetroplexcfc.org. Number One Reason people don’t give?. TRAINING GUIDE. 2012 DFW METROPLEX CFC LFCC Chair Karen Mitchell, US District Courts. Office of Personnel Management (OPM) Sets policies and procedures nationally. Charitable - PowerPoint PPT Presentation
Transcript of Combined Federal Campaign Coordinator Training
Combined Federal Campaign
Coordinator Training
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www.dfwmetroplexcfc.org
NUMBER ONE REASON PEOPLE DON’T GIVE?
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TRAINING GUIDE
STRUCTURE
CAMPAIGN MATERIALS
COMMONLY ASKED QUESTIONS
COORDINTOR RESPONSIBILITIES
HISTORY
ORGANIZE/PLAN
WAYS TO PLEDGE
ELEMENTS OF A SUCCESSFUL CAMPAIGN
PUBLICITY
MAKE THE ASK
SAY THANK YOU
SECURE SUPPORT
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2012 DFW METROPLEX CFC LFCC ChairKaren Mitchell,
US District Courts
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Office of Personnel Management
(OPM)Sets policies and procedures
nationally
Local Federal Coordinating Committee (LFCC)
Local Board of Directors comprised of local federal
agencies.
Principal Combined Fund Organization (PCFO)
Provides both campaign and fiscal management.
Loaned Executive (LE)Federal employee volunteer.
CharitableOrganizationsThe Donor
Campaign Coordinators/ Key Workers
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Magic Words From the Federal Agency Head…..
“The CFC ….It’s Important”
From the Coordinator and Key Worker…. “Let me tell you about CFC” … let them know how their gifts can impact our community.& “Let me tell you my story”
From Jennifer….“Volunteer again Next Year…”
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Campaign MaterialsCharity ListsPledge CardsPostersThermometersMaterial Request FormSpeakers Request
FormDonor Gift Order Form
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Commonly Asked Questions
• Why not give directly to the charity?
• One buck isn't going to change the world.
• I know of a local charity that would like to be included in the CFC Charity list.
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Commonly Asked Questions
• What If I don’t feel I can afford to give?
• I don’t like feeling pressured to give.
• How do I know that my pledge gets where I intended it to go?
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Coordinator Duties • Know the facts/
history about CFC• Secure support• Organize your team• Create campaign
plan
• Publicize your campaign- Website!
• MAKE THE ASK• Wrap up campaign • Say thank you, to
all!
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HISTORY OF THE CFC In 1961, President John F. Kennedy signed
Ex Order 10927 which authorized solicitation through the CFC.
In 2011, we celebrated the 50th Anniversary of the CFC.
In 2006 the Dallas CFC and Ft. Worth CFC Combined to create the DFW CFC (formally known as the North Central Texas CFC.)
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FEDERAL EMPLOYEES PLEDGE TO CFC
2009 - $282 million pledged 2010 - $281 million pledged 2011 - $272.7 million pledged 2012-Let’s do our part to make the
difference!
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DFW Metroplex Campaign Totals
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$3,600,000.00
$3,700,000.00
$3,800,000.00
$3,900,000.00
$4,000,000.00
$4,100,000.00
$4,200,000.00
$4,300,000.00
$4,400,000.00
$4,500,000.00
$4,600,000.00$4,539,089
$4,359,089
$3,941,630
$4,264,191
$4,139,638
$3,943,009
DFW Metroplex Campaign Totals
2006 2007 2008 2009 2010 2011
Your Agency Here Organizational structure Total dollars raised Participation Average gift Charity Impacts
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Secure Support Meet with supervisor/agency
head.
Make them the face
Support their involvement
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Organize and Plan
□ Build a team □ Create your timeline of events□ Train□ Provide Materials□ Keep presentations short
100% Contact… remember # 1 reason people don’t give.
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Publicity Media/ Marketing Inter Agency Newsletter E-mail(weekly updates) Webpage(s) Bulletin Boards (Electronic?) Radio Posters Memos Charity Speakers
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Make the ASK # 1 reason people don’t give Educate, this is an opportunity Make it personal, share a story Confidentiality Follow up Make yourself VISIBLE
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Say THANK YOU!WHO? HOW?
Team Federal Employees Charities For their time Talents/support Regardless of
contribution
Meetings/events Emails with updates Donor gifts Final close out
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Coordinator GuidePower Point- OnlineCFC Staff & Loaned
Executiveswww.dfwmetroplexcfc.orgwww.opm.gov/cfcYour Team- ask for help!Other CoordinatorsYour Leadership- top down
support!
Resources
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10 Minute Break!
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Federation 101 & Charity Fair Requests
Presentation by Ashley Walsh & Catrina Clemens
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10 Minute Break!
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2012 Pledge Form25
HOW DO I PLEDGE?
PLEDGE FORM
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PAYROLL DEDUCTION
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Doe John P Social Security Administration / Ft Worth 123-45-6789
624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567
100.00 2600.00
1 2 3 4 5
2 3 4 5 6
3 4 5 6 7
4 5 6 7 8
650.00
650.00
650.00
650.00
x
x
123 Connor Drive # 21Fort Worth, TX. 76011
[email protected]/01/2012
x
11. Optional Information
1. Name2. Military / Civilian3. Agency / Location4. SSN # or Emp. ID #
5. Address6. Work Phone #7. Paycheck Allotment8. Total Gift
9. Charity Code10. Annual Amount
12. Sign & Date
a) Incentive awards check boxb) Information release
PAYROLL DEDUCTIONCalculation Errors
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Doe John P Social Security Administration / Ft Worth 123-45-6789
624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567
19.23 500.00
1 2 3 4 5
2 3 4 5 6
250.00
250.00
x
x
123 Connor Drive # 21Fort Worth, TX. 76011
[email protected]/01/2012
$500.00 / 26 = $19.23 $19.23 * 26 = $499.98Example :
13. Double Check The Calculations
1 2 3 4 5 249.99
$499.98
x
249.99 2 3 4 5 6
11. Optional Information
1. Name2. Military / Civilian3. Agency / Location4. SSN # or Emp. ID #
5. Address6. Work Phone #7. Paycheck Allotment8. Total Gift
9. Charity Code10. Annual Amount
12. Sign & Date
CASH or CHECK
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Doe John P Social Security Administration / Ft Worth
624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567
1 2 3 4 5
2 3 4 5 6
3 4 5 6 7
4 5 6 7 8
650.00
650.00
650.00
650.00
x
x
123 Connor Drive # 21Fort Worth, TX. 76011
2600 #1947 .0009/01/2012
x
1. Name2. Military / Civilian3. Agency / Location4. Address5. Work Phone #
6. Cash / Check Amount7. Check #Make checks payable to the Combined Federal Campaign
8. Identify Cash / CheckDo Not Separate Cash/Check from Pledge Cards
9. Date of Contribution
10. Charity Code11. Annual Amount12. Optional Information13. SSN# and Signature Box LEAVE BLANK
Payroll Deduction Envelope
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Social Security Administration / Ft Worth
624 Six Flags Drive #216
Tarrant TX 76011
Jane Doe
817-123-4567 [email protected]
Name of Campaign Coordinator (CC)
817-123-5678 campaign.coordinator @yahoo.com
10 $2600.00
09/01/2012
09/01/2012
1. Fill out envelope completelyDo not include cash/check pledges
2. Federal Agency Info BoxAgency Name / LocationComplete AddressCounty, State, Zip CodeName of Keyworker (if applicable) Phone # of KeyworkerEmail of KeyworkerName of CoordinatorPhone # of CoordinatorEmail of Coordinator
3. Audit Box Completed with CC and CFC StaffTotal # of Pledge FormsTotal $ Amount of PledgesSignature and Date of CC and CFC Staff
4. Seal and Initial Envelope Together5. Make a Photocopy of Envelope6. Audit Box Fiscal Manager
Verify Total # of Pledge FormsVerify Total $ Amount of PledgesSignature of Fiscal Managerand Sr. Director
10 2600.00
09/03/2012
09/03/2012
7. Process Deposit
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Social Security Administration / Ft Worth
624 Six Flags Drive #216
Tarrant TX 76011
Jane Doe
817-123-4567 [email protected]
Name of Campaign Coordinator (CC)
817-123-5678 [email protected]
10 $2600.00
09/01/2012
09/01/2012
09/02/2012
09/02/2012
11 3000.00
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1. Fill out envelope completelyDo not include cash/check pledges
2. Federal Agency Info BoxAgency Name / LocationComplete AddressCounty, State, Zip CodeName of Keyworker (if applicable) Phone # of KeyworkerEmail of KeyworkerName of CoordinatorPhone # of CoordinatorEmail of Coordinator
3. Audit Box Completed with CC and CFC StaffTotal # of Pledge FormsTotal $ Amount of PledgesSignature of CC and CFC Staff
4. Seal and Initial Envelope Together5. Make a Photocopy of Envelope
Envelope Errors
6. Envelope CorrectionTotal # of Pledge FormsTotal $ Amount of PledgesSignature of Fiscal Manager and Sr. DirectorNote of Changes MadeInitials of the Fiscal ManagerInitials of the SR. Director
7. Photocopy Corrected EnvelopeEmail Corrected Envelope to the CC
8. Process Deposit
Social Security Administration / Ft Worth
624 Six Flags Drive #216Tarrant TX 76011
Jane Doe817-123-4567 [email protected]
Name of Campaign Coordinator (CC)817-123-5678 [email protected]
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10
20
100.00
100.00
200.00
09/01/2012
09/01/2012
Cash/Check Envelope1. Fill out envelope completely
Do not include payroll pledges 2. Federal Agency Info Box
Agency Name / LocationComplete AddressCounty, State, Zip CodeName of Keyworker (if applicable) Phone # of KeyworkerEmail of KeyworkerName of CoordinatorPhone # of CoordinatorEmail of Coordinator
4. Audit Box Completed with CC and CFC StaffTotal # of Check Pledge FormsTotal $ Amount of Check PledgesTotal # of Cash Pledge Forms
5. Seal and Initial Envelope Together6. Make a Photocopy of Envelope
Total $ Amount of Cash PledgesTotal # of Pledge FormsTotal $ Amount of PledgesSignature of CC and CFC Staff
7. Audit Box Fiscal Manager
8. Process Deposit
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10
20
100.00
100.00
200.00
09/02/2012
09/02/2012
3. Do Not Separate Cash/Check from Pledge Cards
Total # of Check Pledge FormsTotal $ Amount of Check PledgesTotal # of Cash Pledge FormsTotal $ Amount of Cash PledgesTotal # of Pledge FormsTotal $ Amount of PledgesSignature of CC and CFC Staff
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“FUN”draising 101Types
Jeans Day Taco Bar Silent Auctions Golf Tournaments Get Creative…
Things to know… Funding sources In kind donations Food Directive Ethics Officers
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Fundraiser / Special EventCash or Check
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Name of Fundraiser / Special Event Social Security Administration / Ft Worth
624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567
9 9 9 9 9 1150.00
1150.00 09/01/2012
1. Name of Event2. Agency / Location3. Address4. Work Phone #
5. Cash / Check Amount6. Make All Checks Payable to the Combined Federal Campaign
7. Identify Cash/Check Multiple Do Not Separate Cash/Check from Pledge Cards
8. Date of Contribution
9. Charity Code10. Annual Amount11. SSN# and Signature Box LEAVE BLANK
Multiple
Social Security Administration / Ft Worth624 Six Flags Drive #216
Tarrant TX 76011Jane Doe
817-123-4567 [email protected] of Campaign Coordinator (CC)
817-123-5678 [email protected]
Silent Auction 09/01/2012
1
1
2
100.00
100.00
200.00
09/01/2012
09/01/2012
Fund Raiser/Special Event Envelope
1. Fill out envelope completelyDo not include payroll pledges
2. Federal Agency Info Box Completed by CCAgency Name / LocationComplete AddressCounty, State, Zip CodeName of Keyworker (if applicable) Phone # of KeyworkerEmail of KeyworkerName of CoordinatorPhone # of CoordinatorEmail of Coordinator
5. Audit Box Completed with CC and CFC StaffTotal # of Check Pledge FormsTotal $ Amount of Check PledgesTotal # of Cash Pledge Forms
6. Seal and Initial Envelope Together7. Make a Photocopy of Envelope
Total $ Amount of Cash PledgesTotal # of Pledge FormsTotal $ Amount of PledgesSignature of CC and CFC Staff
8. Audit Box Fiscal Manager
9. Process Deposit
3. Do Not Separate Cash/Check from Pledge Cards
Total # of Check Pledge FormsTotal $ Amount of Check PledgesTotal # of Cash Pledge FormsTotal $ Amount of Cash PledgesTotal # of Pledge FormsTotal $ Amount of PledgesSignature of CC and CFC Staff
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1
2
100.00
100.00
200.0009/02/2012
09/02/2012
4. Name of Fundraiser / Special Event
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Accounting Best Practices
Do NOT hold cash and/or checks for an extended time, turn in weekly.
Do process large amounts of cash as soon as possible.
Do take a large amount of coins and/or cash to the bank or a Coinstar location and have it converted into larger bills or cashier’s check. Attach receipt.
Do NOT route fundraiser donations through your personal account.
Do keep all donor contributions secure at all times.
Do attach a second pledge form to the initial pledge form if a donor has contributed to more than 5 charities and number each pledge form. (ex: 1 of 3, 2 of 3, 3 of 3)
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Donor Incentives
Every Donor Gift
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Donor Incentives
Humanitarian Award$650-$1299 ($25.00 Per Pay Period)
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Donor Incentives
Ambassador Award$1300-$4999 ($50.00 Per Pay Period)
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Donor Incentives
Presidential Eagle Award$5000 & Above ($200.00 Per Pay Period)
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Donor Incentive Order Form
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Contact InformationJennifer Wukasch – Senior Director
Marti Lawrence– Associate Director682-587-1277
WWW.DFWMETROPLEXCFC.ORG 42
