Key Worker Training

1. 2012 Metropolitan Atlanta CFC Key Worker Training “Give Today for a Better Tomorrow”

2. Organizational Structure

3. Metropolitan Atlanta CFC

4. Agency Coordinator • Attend training and become familiar with how the campaign works • Recruit and train Key Workers • Organize rallies and other CFC events • Distribute campaign materials to Key Workers • Collect and audit Report Envelope(s) • Turn in pledge cards and Report Envelope(s)

5. Key Worker • Knowledgeable of the CFC process and be able to answer questions • Personally contact each employee • Display CFC posters, brochures, and flyers • Assist employees when completing pledge cards • Collect pledge cards and money • Fill out Report Envelope(s) and maintain a copy • Turn over pledge cards and other paperwork to Agency Coordinator • Distribute incentive items

6. Pledge Card Audit Copy(white copy) Ensure that: • All information on pledge is legible on all copies • Civilian or military box is checked • Donor’s contact phone number is listed • “Federal Agency and Office/Agency Code” slot is completed • “Payroll Provider” slot is when applicable

7. Pledge Card Audit Copy(white copy cont’d) Ensure that: • The correct allotment source is designated and completed (civilian/military) • “Gift amount” is multiplied correctly and indicated

8. Pledge Card Audit Copy(white copy cont’d) • Ensure that appropriate box is checked indicating cash or check when receiving payment • If cash, double count the money • If check, make sure it’s payable to CFC • Make sure a current five-digit charity code is listed • The annual amount must equal the “total gift” pledged

9. Pledge Card Donor Recognition(white copy cont’d) Check the appropriate box for “DONOR RECOGNITION” • Pioneer Givers ($50 - $149) • Patriot Givers ($150 - $500) • Pacesetter Givers ($501 - $1,000) • Hero Givers ($1,001 - $1,999) • Eagle Leadership Giver ($2,000+)

10. Pledge Card Audit Copy(white copy cont’d) Recognition Option: • If the donor chooses to release their address and/or email address, ensure this section is completed. • If the donor chooses to release pledge amount, check box where indicated.

11. Payroll Deduction Authorization(yellow copy) • Make certain that this copy is signed and dated • Ensure the Social Security Number (SSN): • Is Kept in secure area to protect against identity theft • Agency Payroll offices have different requirement concerning the SSN • Should be given to the payroll office by Agency Coordinators or designated individuals • When cash or checks are received, the yellow copy is obsolete for payroll

12. Donor’s Receipt(pink copy) • Make sure the information is legible • The donor keeps the pink copy

13. Raffle Drawing(green copy) • Make sure the information is legible and a phone number is listed • Tear the form apart at the perforations

14. Pledge CardKey Worker Incentive Receipt(gold copy) • Make sure information is legible • The donor must check the correct box for the appropriate gift • Check the appropriate box if gift is declined by donor • Agency keeps this copy and uses it to track gifts received and distributed

15. Compiling Pledge Cards for Report Envelope(s)

16. Preparing Pledge Cards • Separate CFC pledge cards by category and in denominational order • Provide calculator tape listing donations in denominational order for each category • The amounts and totals must be reconciled

17. Preparation Cont’d • Once calculations are completed, separate as follows (by category): • Items included in the Report Envelope • P Pledge card Drawing Copy (green) • ledge card Audit Copy (white) • All cash and checks • Confidential envelopes • The pledge card, payroll office copy should be given to the agency coordinator, who will submit it to your payroll office. • Make sure checks are made payable to “Combined Federal Campaign”

18. Incentive Items • The incentive items must be totaled and entered in corresponding boxes • Write in the choices of each Eagle Leadership • The Envelope copy must be initialed by the Key Worker(s), Coordinator (s) and/or Loaned Executives

19. Pledge Card Review/Submission • Pledge card audit (white) copy • Pledge card raffle (green) copy • All cash and checks • Confidential envelopes • Ensure that the donor keeps the pink copy • Checks are made out to “Combined Federal Campaign”

21. CDC/ATSDR/NCHM 22 450 472 Do Goodwork 404-222-1234 Need Givers 404-222-1234 I. B .Leave 404-555-6789 0752 12

22. 420 $125,550 20 $5,550 400 $120,000 52 $ 10,750 2 $ 750 50 $ 10,000 $ 1,200 $ 1,200 22 $6,300 450 $131,200 472 $137,500

23. CDC/OD 22 450 472 GiversPlus 404-222-1234 Do Goodwork 404-222-1234 I. B .Leave 404-555-6789 12 0752 20 $5,550 400 $120,000 420 $125,550 50 $ 10,000 52 $10,750 2 $ 750 $1,200 $ 1,200 22 $6,300 450 $131,200 472 $137,500 Eagle 2 Backpack 3 4 6 6 10 20 472 9/22/09

24. Employee Express A limited number of agencies have the capability to use employee express for CFC. www.employeeexpress.gov *If possible, ask those who donate through Employee Express to provide the name of the charity, the charity code number and the total pledge amount. This information will be used to insure all CFC donations are accounted for.

25. Keys to a Successful Campaign • Learn as much as you can about how the campaign works, what the goals are and share them. • Always make the one-on-one contact to encourage payroll deductions • View objections as opportunities • If you leave a pledge card on an employee’s desk and/or mailbox, ensure you follow–up • Always be polite and say “THANK YOU”

26. Key Dates/Points to Remember • Do not ask for donations or pledges before the Kick-Off date, September 12, 2012. • Make sure all givers get their incentive gifts • CFC books contain: • Color coded pages for Local (yellow), National (blue) and International (pink) charities • Percentage of charity overhead expenses Say “THANK YOU” again when you give a donor their incentive items.

27. Campaign Awards Share the Care – Agency recognized for meeting their monetary goal plus having a participation level of at least 50% or 10% higher than last year’s participation rate. Soaring to New Heights – Divisionrecognized for meeting their monetary goal and achieving a 5% increase in participation rate or more over last year’s rating by the end of the tenth week of the campaign (November 23, 2012), or an overall participation rate of 50% or more. Outstanding Volunteer Award– This award will be presented to the campaign volunteer who has done the most to make the campaign a success. Each Loaned Executive may select up to two individuals from their Division to receive this award. Nominations may be submitted by Agency Coordinators to the Loaned Executive assigned to their Division.

28. Campaign Awards Leadership Award – Division Chairs and Division Coordinators who lead their Division in meeting Division goals by the end of the official campaign period of ten weeks (November 23, 2012). CFC Chairperson Award – A Division, Agency or Individual selected by the CFC Chairman recognizing distinguished and exceptional performance or contribution to the overall success of the campaign.

29. Web Site Addresswww.cfcatlanta.org • Participating charities • Key Worker Training Presentation • Agency codes and payroll number • Incentive items • Local websites links to CFC National site

30. Thank You! Thank You! Thank You! Thank You!