Keyworkers Make it Possible

Name of Agency

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Campaign Video

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Agenda

Welcome and Introductions

Objectives

The Campaign and Your Role

How To Make Your Pledge

The Campaign and Your Role

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Combined Federal Campaign History

• Established by President John F. Kennedy in 1961

• World’s largest fundraising campaign

• In 2013, our region raised $51 million for charities

• Nationwide, the CFC has raised more than $7 billion for charity over the past 52 years

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8 Tips for Being an Effective Keyworker

1) Reach out to EVERYONE!2) Talk about the CFC in-person3) Encourage payroll deduction4) Understand online and paper

pledge options5) Make giving personal6) Maintain campaign integrity7) Keep the campaign visible8) Give thanks

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•It is essential that you talk about CFC with every one of your assigned co-workers – 100% ask

•Explain how easy it is to give

•Discuss how important it is for us to support our community and give through the CFC

•Share a personal story

•Remind your co-workers that you are there to answer any questions they may have

How to educate your peers about CFC

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Important Tips

• Our Goal is 100% Ask

• Give your co-workers a chance to say YES!

• The best way to encourage giving is through conversation

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Your Approach to Co-Workers• DO: Learn about the campaign; make your own gift;

understand campaign structures; connect with co-workers in person

• ENGAGE: Share your own personal story; explain how easy it is to give; cite relevant facts about the good work done through CFC

• FOLLOW-UP

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Federal Regulations & EthicsFederal agencies cannot:

• Require 100% participation

• Allow managers to solicit their subordinates

• Pressure colleagues into giving

• Suggest donation amounts

• Develop a list of contributions OR non-contributors

• Coerce fellow employees

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Resources

How to Make Your Pledge

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Pledge and Designation Options

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Online Giving• 24/7 availability from anywhere – www.cfcnca.org

• Reduces costs and increases the money going directly to charities

• No paper to collect; no personal information to protect

Help Desk Support: support@cfcnca.org202-465-7230

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• Previously, donors could only give to national/international charities, or approved charities in their specific CFC region

• This year, CFCNCA donors will be able to give to any CFC approved charity in any region in the country

• Donors will need to search online via www.cfcnca.org or Nexus to find their Universal Charities

Universal Giving

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Using Nexus for the First Time

Register as a first time user

Select your agency

Enter your login and email information (remember your login!)

Begin the pledge process

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EEX Agencies

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MyPay Agencies

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Paper Pledge Forms

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Pledge Form Carrier (Form 100)

Form 100s are used for processing paper pledges and print a paper pledge transactions.

Form 100s are also used to process proceeds from events.

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Processing Paper Pledges

Keep completed pledge forms secure at all times

Ensure the co-workers have filled out completely and correctly

• All deduction amounts must match total annual deduction amount

• Payroll deductions need an authorization signature• Cash or check donations must be included, signed,

and made out to CFCNCA not the charity!• Promptly turn in results to your Coordinator,

Campaign Manager or another designated Campaign Worker to ensure the chain of custody of CFCNCA deposits

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Processing Confidential GiftsIf donors prefer, they may donate to the CFC anonymously by placing a ‘confidential gift’ in a sealed envelope.

To process a confidential gift:• Accept the envelope – DO NOT OPEN IT - write the

appropriate Reporting Unit Number on the outside of the envelope;

• Attach the envelope by stapling it to the white copy portion of the Pledge Form Carrier (Form 100).

• Make sure your Form 100 also has the appropriate Reporting Unit Number

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How Do I Make the “Ask”?

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LE OR CM Contact Information

Contact NameLE@cfcnca.orgCFCNCA Line – (202) 465-7200Direct Line – (202) 465 - XXXX

Thank You For Making It Possible!

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The Following slides will show how the pledges are processed

Coordinator Responsibilities

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Deposit Bags for Coordinators

After Keyworker verifies the totals and the reporting unit number on the Form 100 the Coordinator should double check these items

Coordinator then enters the Form 100 information in the “Deposit Bag” section of Nexus

Deposit Bags

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Include as much information as possible in requests: POC, security, height, stairs, logistics, etc.

If you need any supplies above the pre-calculated amounts, write it in the miscellaneous notes section

Try to coordinate requests if possible – especially if there are multiple agencies in the same building

Ordering Supplies in Nexus

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Ordering Supplies in Nexus

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Scheduling Charity Events

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Department/Agency Awards

Reporting Units must have a minimum of 100 employees to qualify for an award.

Reporting Units under 100 employees can download certificates at www.cfcnca.org.

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Department/Agency AwardsReporting Unit Recognition

President’s Award – for reporting units with 75 percent employee participation or $275 per capita gift.

Chairman’s Award – for reporting units with 67 percent employee participation or $225 per capita gift.

Honor Award – for reporting units with 60 percent employee participation or $175 per capita gift.

Merit Award – for reporting units with 50 percent employee participation or $125 per capita gift.

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Department/Agency AwardsAgency Recognition

Million Dollar Circle Award – for agencies that generate more than $1 million in donations.

Summit Award – for agencies that achieve a 3 percent increase in total dollars raised over the previous year’s campaign.

Participation Achievement Award – for agencies that achieve a 2 percent increase in participation over the previous year’s campaign.

eGiving Award – for agencies that have at least a 10 percent increase in paperless pledge donations between the 2013 and 2014 campaign years with a minimum of 10 percent payroll donations.

Thank You forMaking itPossible