HEARTLAND CFC 2013 CAMPAIGN COORDINATOR WORKSHOP.
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Transcript of HEARTLAND CFC 2013 CAMPAIGN COORDINATOR WORKSHOP.
HEARTLAND CFC
2013 CAMPAIGN COORDINATOR WORKSHOP
WORKSHOP OBJECTIVES
Learn Campaign Basics
Discuss Special Events & FUNdraising Ideas
Cover CFC E-Technology
Learn Reporting & Forms
Discover Online Resources
Discuss 2013 Changes
QUICK FACTS ABOUT THE
HEARTLAND CFC
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 efficient
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
efficient and fair umbrella.
One campaign….Once a year.
PURPOSE OF THE CFC
Most inclusive workplace giving campaign in the world Only government-authorized means of solicitation to
employees in the federal workplace - on behalf of charitable organizations
Currently over 100 campaigns nationwide & overseas Over 25,000 nonprofit organizations worldwide In 2010, 1.4 million federal employees contributed
$282.6 million 2013 is 53rd anniversary of CFC!
QUICK FACTS ABOUT THE CFC
HEARTLAND CFC
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
BothDevelop campai
gn objectives and donation planPlan and
implement
campaign
eventsDispers
e pledge cards
Campaign
CoordinatorsCheck paper pledge
forms for accuracy
Fill out the campaign
report envelopesReport to
the Loaned Executive
Campaign
Canvassers
Collect pledge cards
Discuss donating
with employees
KEY CAMPAIGN DATES
Loaned Executives’ Duties Begin August 12
Campaign Coordinator Workshops August 20 & 28
Begin campaign planning & training September
CFC Softball Tournament September 28
HEARTLAND CFC CAMPAIGN KICKOFF October 1
USDA Golf Tournament October 9
Campaign Events for your Agency TBD
Get Your Give Online Week October 21 - 25
Loaned Executives’ Final Day November 22
CAMPAIGN CLOSES November 22
2013 CFC SOFTBALL TOURNAMENT (SEPTEMBER 28TH)
• Form a team within your agency (co-ed)
• $20 donation per player• Roe Ball Fields – Roe
Park • 8:00 am – 4:00 pm
For more info contact: Walt Kindergan, 816-325-8163
NOTEBOOK OVERVIEWKnow the Facts About CFC Page 2
Key Campaign Workers 3
Your Role & Responsibilities 4
The Campaign Action Plan 5
Pre-Campaign 6
During the Campaign 10
Post-Campaign 12
NOTEBOOK OVERVIEW (CONT’D)Special Events and FUNdraising Ideas
13
Special Events 101 14
Prizes & Incentives 15
Past Successful Campaign Themes 15
Types of Special Events 16
Fundraising and Special Events Checklist 19
Celebration: Mission Accomplished 19
CFC Glossary 20
Find More Help Online! 22
Notes 23
2013 CAMPAIGN MATERIALS
• Charity Listing Catalog
• Pledge Cards• Report Form• Report Envelopes
SUPPLY ENVELOPES
2013 LOGO & SLOGAN
2013 CHARITY CATALOG
2013 CHARITY CATALOG
Every 2013 Heartland-approved charity is listed in this Charity Catalog with the following information:
NATIONAL TAXONOMY OF EXEMPT ENTITIES (NTEE) CLASSIFICATION SYSTEM
A Arts, Culture, and HumanitiesB Educational Institutions & Related
ActivitiesC Environmental Quality, Protection &
BeautificationD Animal RelatedE Health – General and RehabilitativeF Mental Health, Crisis InterventionG Disease, Disorders, Medicinal
DisciplinesH Medical ResearchI Crime, Legal RelatedJ Employment, Job RelatedK Food, Agriculture, and NutritionL Housing, ShelterM Public Safety, Disaster
Preparedness & ReliefN Recreation, Sports, Leisure,
AthleticsO Youth Development
P Human Services – Multipurpose and Other
• Q International, Foreign Affairs, National Security
• R Civil Rights, Social Action, Advocacy
• S Community Improvement, Capacity Building
• T Philanthropy, Voluntarism & Foundations
• U Science & Technology Research Institutes, Services
• V Social Science Research Institutes, Services
• W Public, Social Benefit: Multipurpose, Other
• X Religion Related, Spiritual Development
• Y Mutual/Membership Benefit Orgs., Other
• Z Other
2013 PLEDGE FORM
1
2
3
4
56
7
ONLINE RESOURCESWWW.HEARTLANDCFC.ORG
• Campaign Planning Documents: FUNdraising & Events Planning Form FUNdraising Event Ideas (detailed) Checklist
• Sample Forms & Instructions Campaign Report Form Incentive Request Form (Community Investor) Speakers’ Bureau Request Form Pledge CardOnline Donation Instructions
•Sample & Template documents: Thank-You certificates Sample letters, emails & newsletters Solicitation & Thank You Letters (to companies)
Documents available online:
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…
RESOURCING IMPACT
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
Multiple convenient ways to give:
1. One-time gifts (check/cash)
2. Payroll deduction (most popular)
3. Online giving (pledges & credit cards)
4. Special Events/Fundraisers
CONVENIENCE
CREDIBILITY
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 efficiency and accuracy with charity reviews
TYPES OF CHARITIES
National/InternationalOrganizations Local
Federations(has member charities)
Local IndependentOrganizations
ONLINE GIVING
ONLINE GIVING – EMPLOYEE EXPRESS
Commodity Futures Trading Commission
Consumer Product Safety Commission
Department of Education
Department of Interior
Department of State
Department of Transportation
Equal Employment Opportunity Commission
Federal Trade Commission
General Services Administration
International Trade Commission
National Archives & Records Administration
National Labor Relations Board
National Transportation Safety Board
Nuclear Regulatory Commission
Office of Personnel Management
Railroad Retirement Board
Securities and Exchange Commission
Social Security Administration
ONLINE GIVINGE M P LOY E E E X P R E SS
• “Talks” to Federal Payroll Offices
• Payroll Offices can automatically process a pledge from EEX
• Does not require registration to sign up
C F C N E X U S
• Does not “Talk” to Federal Payroll Offices
• Coordinator must print off pledge forms & mail to payroll office
• Does require additional registration / login
The Heartland CFC is proud of its small fundraising percentage. Over 95.0% of your dollar goes to charities providing services to
people.
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%
4.81%
10.20%12.30%
25.00%
35.00%
Heartland CFC
Average CFC
Average Non-profit
Overhead acceptable by the Better Business Bureau
Local United Way
8 YEAR HISTORY: HEARTLAND CFC
2005 2006 2007 2008 2009 2010 2011 2012$ 0.00
$ 500,000.00
$ 1,000,000.00
$ 1,500,000.00
$ 2,000,000.00
$ 2,500,000.00
$ 3,000,000.00
$ 3,500,000.00
$ 4,000,000.00
$ 4,500,000.00
$ 5,000,000.00
$ 3,034,169.90$ 3,049,326.86
$ 3,562,353.70$ 3,699,824.45
$ 4,070,693.70
$ 4,693,879.40
$ 4,402,074.23
$ 4,009,457.64
HISTORIC PAYROLL VS. CASH DONATIONS
2005 2006 2007 2008 2009 2010 2011 2012$ 0.00
$ 500,000.00
$ 1,000,000.00
$ 1,500,000.00
$ 2,000,000.00
$ 2,500,000.00
$ 3,000,000.00
$ 3,500,000.00
$ 4,000,000.00
$ 4,500,000.00
$ 5,000,000.00
$ 363,135.84$ 328,763.12
$ 376,081.56$ 349,966.49
$ 361,819.06$ 404,323.64
$ 382,277.63$ 356,179.18
$ 2,671,034.06$ 2,720,563.74
$ 3,186,272.14
$ 3,349,857.96
$ 3,708,874.64
$ 4,289,555.76$ 4,019,796.60
$ 3,653,278.46
Payroll PledgesCash Donations
8 YEAR AVERAGE / PER CAPITA PLEDGES
2005 2006 2007 2008 2009 2010 2011 20120
50
100
150
200
250
300
350
309.8 305.36
276.9 273.09262.56
283.09 285.92
313.83
109.21 111.46
74.14 78.53 82.38 77.44 72.13 66.24
Average PledgePer Capita Pledge
8 YEAR PERCENTAGE PARTICIPATION
2005 2006 2007 2008 2009 2010 2011 20120.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
35.3%36.5%
26.8%
28.8%
31.4%
27.4%
25.2%
21.1%
2005 2006 2007 2008 2009 2010 2011 20120.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
35.3% 36.5%
26.8%28.8%
31.4%27.4%
25.2%21.1%
2005 2006 2007 2008 2009 2010 2011 20120
50
100
150
200
250
300
350309.8 305.36
276.9 273.09 262.56283.09 285.92
313.83
109.21 111.46
74.14 78.53 82.38 77.44 72.13 66.24
Average PledgePer Capita Pledge
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
2012 Heartland CFC Average Gift: $ 317.71
$4.0 million raised with 21.1%
employee participation
If we increased total participation to:
25% = We could raise $4,750,710!
30% = We could raise $5,700,853!
35% = We could raise $6,650,995!
MAKE THE MOST OF YOUR DONATION
Heartland Combined Federal Campaign 2012 Fundraising/Administrative Cost 4.81%
Undesignated dollars raised in 2012 $295,823 (7.38%)
Your Donation Has Impact:Example for 2012
Your amount pledge through CFC$200.00Undesignated Dollars to your agency (7.38%) +
$ 14.62Cost of Administration & Fundraising (4.81%) - $ _ 9.62
Your total designated gift to an agency $205.00
2013 “COMMUNITY INVESTORS”
Donors contributing
$450+
ACE AWARDS
(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.
MAJOR 2013 CAMPAIGN STRATEGIES• EMPATHIZE with your fellow employees during
these
• Attain 100% ASK rate for all agency employees
• CELEBRATE the Federal government’s charitable spirit by planning a campaign event with Agency Head support and charity speakers/displays
• Host a CFC LUNCH & LEARN for your employees
SUCCESSFUL CAMPAIGN STRATEGIES
Walt Kindergan, IRS
BREAKOUT PROBLEM SOLVING
MEET YOUR 2013 LOANED EXECUTIVES!
QUESTIONS?
THANK
YOU!!!