Keyworkers Make it Possible

1. Keyworkers Make it Possible Name of Agency

2. Campaign Video www.cfcnca.org

3. Agenda Welcome and Introductions Objectives The Campaign and Your Role How To Make Your Pledge www.cfcnca.org

4. The Campaign and Your Role

5. 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 $2 billion for charity over the past 52 years www.cfcnca.org

6. 8 Tips for Being an Effective Keyworker Reach out to EVERYONE! Talk about the CFC in-person Encourage payroll deduction Understand online and paper pledge options Make giving personal Maintain campaign integrity Keep the campaign visible Give thanks www.cfcnca.org

7. How to educate your peers about CFC • 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 www.cfcnca.org

8. 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 www.cfcnca.org

9. 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 www.cfcnca.org

10. Federal Regulations & Ethics • Federal 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 www.cfcnca.org

11. Resources www.cfcnca.org

12. How to Make Your Pledge

13. Pledge and Designation Options www.cfcnca.org

14. 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.org • 202-465-7230 www.cfcnca.org

15. Universal Giving 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 The Universal Giving option is available through online giving ONLY www.cfcnca.org

16. 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 www.cfcnca.org

17. www.cfcnca.org

18. EEX Agencies www.cfcnca.org

19. MyPay Agencies www.cfcnca.org

20. Paper Pledge Forms www.cfcnca.org

21. 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. www.cfcnca.org

22. 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 www.cfcnca.org

23. www.cfcnca.org

24. Processing Confidential Gifts • To process a confidential gift: • Receive completed pledge form with copy • Place all items in a white envelope and seal it • Write CFCNCA reporting unit number on front of the envelope www.cfcnca.org

25. How Do I Make the “Ask”? www.cfcnca.org

26. LE OR CM Contact Information • Contact Name • LE@cfcnca.org • CFCNCA Line – (202) 465-7200 • Direct Line – (202) 465 - XXXX www.cfcnca.org

27. Thank You For Making It Possible!

28. Coordinator Responsibilities The Following slides will show how the pledges are processed www.cfcnca.org

29. Deposit Bags for Coordinators www.cfcnca.org

30. Deposit Bags • 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 www.cfcnca.org

31. Ordering Supplies in Nexus 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 www.cfcnca.org

32. Ordering Supplies in Nexus www.cfcnca.org

33. Scheduling Charity Events www.cfcnca.org

34. Department/Agency Awards Chairman’s Award Honor Award Merit Award President’s Award Million Dollar Circle Participation Award Campaign Leadership Award Summit Award www.cfcnca.org

35. Thank You for Making it Possible