2012 National Institutes of Health Combined Federal Campaign

1. give hope IC Deputy and Assistant Coordinator OrientationWednesday, September 19, 2012Natcher Conference Center, Balcony C 2012 National Institutes of Health Combined Federal Campaign

2. Find it at cfc.nih.gov and at cfcnca.org.

3. Charities represented: Alzheimer’s  Association  of the NCA, Inc. Anacostia Watershed Society Association of Children’s Museums BEST Kids, Inc. Bethesda Cares, Inc. Clean Water Fund Hero Dogs, Inc. 7 of the 4,500 local, national and international charities are in the 2012 CFCNCA 2012 National Institutes of Health Combined Federal Campaign

4. The CFC • Federal Government workplace giving campaign • We are part of the CFC of the National Capital Area (CFCNCA) • Opportunity for all employees, both Federal and Contractors • Fully voluntary—no requirement to give • Choice of more than 4,400 charities • Makes a difference • 2011 CFCNCA raised $64.5 million • 2011NIH campaign results: • $2.6 million • 49% participation (over 6,000 pledges) 2012 National Institutes of Health Combined Federal Campaign

5. Why give through CFC? • Quality and Choice—Donors choose which organizations to give to. All charities in the campaign have been vetted and approved to participate. • Giving Made Easy— • Opportunity to give presented at the workplace • Contribute to multiple organizations at one time • Payroll deduction provides an easy and convenient way to give • Maximize the power of community—Our many individual pledges result in greater lump sum donations to the charities. 2012 National Institutes of Health Combined Federal Campaign

6. How CFC Works • Every employee is asked to participate • Person-to Person ask • Campaign card • “Thank you for your consideration” card • Employee fills out pledge form—online or paper pledge form • Keyworkers collect paper pledge forms • Coordinators report pledges to CFCNCA • Charities receive contributions in consolidated allotments Payroll deduction is the foundation of the CFC 2012 National Institutes of Health Combined Federal Campaign

7. Campaign Leadership 2012 National Institutes of Health Combined Federal Campaign

8. Deputy and Assistant Coordinator Role • Lead your IC’s campaign • Recruit, train, and supervise your IC’s Keyworkers • Distribute supplies • Promote the campaign within your IC • Report contributions • Keep your IC’s campaign on track towards IC’s goal • Thank your Keyworkers 2012 National Institutes of Health Combined Federal Campaign

9. Campaign Timeline • Late September-early October • Recruit and train Keyworkers • Coordinators plan activities and promotions for their IC • October • NIH CFC Kickoff, Thursday, October 4, 11:30 --1:30, in front of Building One • Keyworkers make first contact • November • Keyworkers follow up with their contacts • Continue momentum within your IC—IC Directors Challenge • December • Final push • 15th—Last day for solicitation (pledges may still be accepted through February) • January • Continue accepting contributions • February, March • Awards and recognition for Campaign workers 2012 National Institutes of Health Combined Federal Campaign

10. A New Focus on Keyworkers Presented by Judy Christian, CFCNCA • Recruitment • Campaign workers—not volunteers • 1 Keyworker : 12 – 15 coworkers • Why be a Keyworker? • Keyworker Engagement and Support • Training • Tools • Meetings • Tracking Results • Keyworker Recognition • Letter from CFCNCA for HR • CFCNCA Keyworker Certification 2012 National Institutes of Health Combined Federal Campaign

11. Setting up Keyworker Orientation • Follow instructions in your folder • Ask you EO to stop by to personally thank Keyworkers • Schedule a time and place • Use Outlook; Meeting Request to see available times • Choose wither 9:30, 11:30 or 1:30, Monday through Friday • Include room number and contact information • Have your supplies ready. Give each Keyworker • Keyworker Kit • Enough supplies for their contacts 2012 National Institutes of Health Combined Federal Campaign

12. Supplies • Campaign card for every employee • “Thank you for your consideration” card for every employee • New: Give to each contact • Ask your Keyworkers to add a personal note • Other supplies include • Paper pledge forms • Keyworker Training Kits • Posters • Materials for reporting contributions • A mug for each of your Keyworkers • New ordering system • You will be contacted to make arrangements to pick up your supplies • Based on FTPs and past giving records at CFCNCA 2012 National Institutes of Health Combined Federal Campaign

13. Reporting Contributions Coordinators manage pledge collection and reporting • Keyworkers collect pledges from their contacts • Deputy and Assistant Coordinators collect from Keyworkers each week • Deputy Coordinators review pledges to ensure that all forms are complete, accurate, and processed in a timely manner. • Preprinted pledge forms and computer generated “Print Pledge” • No paper copy involved in paperless online pledging • White copy for every paper pledge • Yellow copy for paper payroll deduction pledges 2012 National Institutes of Health Combined Federal Campaign

14. MANAGE • CFCNCA’s online reporting system • Use for reporting contributions and tracking your progress towards goals. (Do not order supplies in MANAGE.) • User name is Firstname.Lastname • Password = Password1 • Detailed instructions in your folder • Need Help? Call Christine @ 301-443-2293 2012 National Institutes of Health Combined Federal Campaign

15. Report a Deposit • Use MANAGE to “Report a Deposit” • Enter information from Pledge Card Carriers (Form 100) • Print Form 200 Deposit Report • Use Plastic Deposit Bags (Form 300) • User name is Firstname.Lastname • Password = Password1 • Detailed instructions in your folder • Need Help? Call Christine @ 301-443-2293 2012 National Institutes of Health Combined Federal Campaign 2012 National Institutes of Health Combined Federal Campaign

16. NIH CFC Event Calendar • NIH 2012 CFC Kickoff, Thursday, October 4 • 11:30 am to 1:30 pm, in front of Building 1 • Campus Event at Building 31, Wednesday, October 31 • R&W Halloween, 31A patio from 11 am to 1 pm • Rockledge Event at Rockledge II, Wednesday, November 14 • Fernwood Circle I from 11 am to 1 pm • CFC Dessert Week Charity Fairs, 1:30 to 3 pm • NSC, Tuesday, December 4 • ESP/EPN, Wednesday, December 5 • Fishers Lane, Thursday, December 6 • NIH CFC Awards, Thursday, March 7 2013 • Wilson Hall, 1 pm to 2 pm 2012 National Institutes of Health Combined Federal Campaign

17. Promoting the CFC • NIH-wide activities • EO communications • Coordinator Training • NIH-wide email messages • NIH CFC Kickoff • cfc.nih.gov website • Posters, banner, lawn signs • Regional charity fairs • NIH CFC Awards • Your IC’s activities • Keyworker Training • IC-wide messages • Create a campaign presence: posters, catalogs, coin jars, etc. • Events and activities • Support your Keyworkers and communicate with them often • Recognize and appreciate your Keyworkers contributions 2012 National Institutes of Health Combined Federal Campaign

18. Promoting the CFC at the IC: Clinical Center’s Campaign Presented by Rachael Schacherer, NIH Clinical Center CFC Deputy Coordinator 2012 National Institutes of Health Combined Federal Campaign

19. The Clinical Center’s Combined Federal Campaign (CFC) Challenges, strategies, and how we use fun to make things work!September 19, 2012

20. Background: CC organization and challenges • Over 2,000 staff and contractors • Large footprint • Clinics, labs & off-campus (Executive, Democracy) • Round-the-clock schedules • Physicians, nurses and support staff • Different types of jobs • Clinical, operational, training & everything in between • Reaching staff who don’t have typical desk jobs (i.e. nutrition, housekeeping) • Past successful events are no longer allowed, such as the basket drawing, which raised over $10K each year

21. How have we addressed these challenges? • CC motto: 100% Ask (we never mention the monetary goal) • Weekly keyworker emails • Motivating quotes, examples of fun events being planned by departments, “charity spotlight”, and fliers that can be posted in offices • CC core team coordinates CC-wide special events that focus on FUN • To bring attention to CFC • To include a broad range of employees • To encourage participation • To encourage charitable giving

22. Principles of special events • HAVE FUN! • Broad appeal • Easy to understand and participate • Opportunity for competition between departments • Inclusive of all CC staff (which means scheduling later in the week, during lunch time) • Involve CC leadership • Spread the word: weekly keyworker emails, posters, fliers, CC-wide emails, Department Head announcements • Include CFC information at each event

23. We Want YOU to Eat Delicious Baked Goods for Charity! 1st Prize: Dept. of Lab Medicine’s Dee Bostic (Carrot Cake)

25. CC Office Olympics Work Those Thumbs You Want Fries With That?

26. Social Work Dept. Medical Record Department

27. Anything we accomplish is due to… Our Keyworkers!

28. IC Directors Challenge Sneak Preview Update! 2012 NIH CFC Directors Challenge When: Thursday, October 25, immediately following the IC Directors meeting Where: Outside Building 1 Who: NIH IC Directors What: More details to follow 2012 National Institutes of Health Combined Federal Campaign

29. Best Practices • Recruit your team and make a plan • Manage and support your Keyworkers • Focus on 100% ask • Use the “Tracking of Keyworker Activity” chart • Ask your Keyworkers to use the “Keyworker Record of Contacts” chart • Jump start your campaign • Get the CFC materials out as soon as possible • Consider early-bird promotions • Build and maintain momentum with poster, emails, events, follow-up • Wrap it up • Last push in early December 2012 National Institutes of Health Combined Federal Campaign

30. In Folder • List of responsibilities of the Deputy Coordinators • Calendar of NIH-wide Special Events • Detailed instructions on • Recruiting Keyworkers and setting up Keyworker training • CFCNCA MANAGE System • Thursday Report Day procedure • List of ideas for IC-wide activities At cfc.nih.gov: • Information about the CFC, links to charities and CFCNCA.org • Calendar of Events • Coming soon: Campaign Worker Resources including handouts and presentation 2012 National Institutes of Health Combined Federal Campaign

31. How to start your IC’s campaign • Learn about the CFC at nih.cfc.gov and cfcnca.org • Meet with last year’s IC Deputy and Assistant Coordinators • Recruit Keyworkers, schedule Keyworker training • Connect with Monica Hanson regarding supplies • Contact NIA when you need assistance • nihcfc2012@mail.nih.gov • Christine Brake and Monica Hanson, 301-443-2293 2012 National Institutes of Health Combined Federal Campaign

32. Questions, discussion: 2012 National Institutes of Health Combined Federal Campaign

33. Let’s have a GREAT campaign! 2012 National Institutes of Health Combined Federal Campaign

34. 2012 National Institutes of Health Combined Federal Campaign