Welcome to

1. Welcome to Key Worker Training 2012 Greater MS Combined Federal Campaign www.greatermsacfc.org

2. THANKS FOR BEING PART OF A GREAT TEAM The individual who is prepared has the battle half fought!! Adapted from: How Successful People Thinkby John Maxwell

3. Facts about your CFC… • CFC Established by Executive Order in 1961 by JFK • World’s largest workplace charity drive • Once per year “ask” • Campaign timeframe – September 1 – December 15 • Donations go to agencies designated by donors • Greater MS CFC • 39 counties included: Alcorn, Benton, Chicksaw, Clark, Clay, Covington, Forrest, George, Greene, Hancock, Harrison, Itawamba, Jackson, Jasper, Jefferson Davis, Jones, Kemper, Lafayette, Lamar, Lauderdale, Lee, Lowndes, Marion, Monroe, Neshoba, Newton, Noxubee, Oktibbeha, Pearl River, Perry, Pontotoc, Prentiss, Smith, Stone, Tippah, Tishomingo, Union, Wayne and Winston • Approximately 40 federal organizations and 17,000 employees

5. Campaign Leadership • Campaign 2012 Chair: Brian B. Brown, Rear Admiral USN, Commander, Naval Meteorology and Oceanographic Command, Stennis Space Center • Theme: “Give a Little. Help a LOT”

6. CFC Support from: • LFCC Members/Campaign Project Officers • Terry Olivier, Director, Greater MS CFC • 228-252-1149 (office); 504-460-9414 (cell)tolivier@unitedwaysm.org • Mignon Bouchon, CFC Admin. Asst. • 228-252-1118 (office) • mbouchon@unitedwaysm.org • Website • www.GreaterMScfc.org • Loaned Executives – 228-896-2213 x 22 • Lt. J. Travis Seaver, tseaver@unitedwaysm.org • Lt. Mike Alvarez, malvarez@unitedwaysm.org

7. Campaign Vital Statistics • 2012 Greater MS CFC Goal: $900,000 [2011 comparison: $807,487.43 pledged] • Keesler Campaign Kickoff • Tuesday, Sept. 5, 0830 – 1100, Bay Breeze Event Center • Overall Campaign Timeframe: Sept 1 – Dec 15. • Keesler Campaign Timeframe: Sept 4 – Sept 28.

8. Reasons for Giving… • CONVENIENCE! (i.e., payroll deduction, ePledging) • CONFIDENCE- CFC belongs to Federal employees...Board of Directors is composed entirely of local Federal employees who oversee the campaign • CHOICE – Donors choose where their gifts go • CARE – Your gift improves the quality of life for you and your neighbors • EFFICIENCY – Greater MS CFC • 2011 - 17% overhead (this means 83 cents of every dollar goes directly to charities)

9. Why Encourage payroll deduction giving? • It’s EASY- Payroll deduction (PD) is the key to substantial giving • Spreads a contribution across the entire year • AveragePDgift last year:$289 • AverageCash/Checkgift last year:$66

10. Lessons from CFC Regulation (5 CFR Part 950)… AVOID: • Requiring 100% participation • Supervisors soliciting their own subordinates • Pressuring to give a certain dollar amount • Developing a list of non-contributors • Coercing employees

11. Key workers: that is Your #1 Priority Ask Everyone! People give to people…asking DOES matter! • Avoid non-personal, indirect contact, such as: • Pledge form in or on: • Inboxes, Door Handles • Chairs, Desktop

12. Making The “Ask”… Our CFC Volunteers Must Be Brave, Bold AND…

13. Fearless!!

14. What to do… • Know the facts about the campaign • Get the word out…Use all internal means available; Get senior leadership involved...Ask for time at a regular staff meeting, “All Hands” meeting, commander’s or director’s call, etc • Show the CFC video (available on website) • Set the example…be the first to make your gift

15. How to ask • Small Group presentations are especially effective • Sets the tone for your campaign • Excellent way for senior leadership to provide visible support • Most efficient way to contact many individuals • Easy way to personally deliver Charity List & Pledge Form

16. How to ask (continued) • Arrange for guest speaker from an agency • Adds personal example to presentation • Adds conviction and persuasion • Helps you with your “ask” • Speakers are speaking on behalf of all agencies…will not solicit; rather, they will use their own agency as an example of what can be accomplished through charitable contributions • Don’t overlook a co-worker testimonial…very effective and personal

17. How to ask (continued) • Close • Ask donors to complete their pledge forms…encourage payroll deduction giving • Ask donors to turn in their pledge forms now (or by a specific date or time; i.e., give them a task and time to complete it)…be sure donor keeps Copy 3 (Donor’s copy) • Be available to provide help with filling out the pledge form or ePledge • Thank everyone for attending

18. How to ask (continued) • Follow-Up • Have a plan to collect pledge forms • Try to schedule return within three days • Personally contact those who may not have attended a presentation • Ensure that a quality contact (one-on-one) occurs with 100% of your co-workers • Your solicitation is complete when employees give or indicate they are not interested in giving • If potential donor(s) says “no,” do not ask again. Do thank them for their consideration NOTE:

19. Let’s Summarize… Step 1 - Know the facts about the CFC:Take good notes today, be familiar with the introductory pages of the Charity List; Visit www.GreaterMScfc.org Step 2 - Make your own gift:Lead by example Step 3 - Get the word out: Tell everyone about CFC Step 4 - Make the Ask!Consider Small Group presentations; Emphasize the importance of payroll deduction; Clearly ask for the gift; Be silent after you ask…let the contributor decide Step 5 - Be available:If needed, help donors fill out the pledge form;Give donorsCopy #3for their records/Say thank you!!

20. The Paper Pledge Form • Check and double check! • Make sure the pledge form is filled out completely • Double check the math • Ensure that information is legible on ALL copies • Do NOT open confidential gifts

23. Instructions for completing paper Pledge Form Employee Name Work Address Civilian or Military Federal Agency Social Security Number OR EIN (some agencies use an EIN) Work Phone – important in case of problems. Payroll Deduction – Military/Civilian – two different pay intervals.Allotment Source: for Military, add Branch of Service. “Amount” is per pay period.“Total Gift” is “amount” x 12 or 26. The total gift allocated among designated organization MUST equal total gift. (NOTE: minimum of $2.00 per pay period for Military and $1.50 per pay period for Civilian.) Cash/Check – Enter amount of cash/check. If check, enter check number. Information Release - Authorization to release name to designated charities. This section completed ONLY if employee wants acknowledgement of gift by charity and by campaign. Employee signature/date – required ONLY for payroll deduction.

24. Don’t forget the thank-you gift!

25. Use this form to help you track and tally eagle gifts

27. KEY WORKER REPORT ENVELOPE Key Workers will turn in the unsealed envelopes to their CFC Project Officer or designated point-of-contact on a weekly basis. Together, they will verify the contents of the envelope and the Key Worker Report. A photocopy of the envelope face may be used as a receipt between the Key Worker and the Project Officer or his/her designated representative. Organization & Location -- Enter the name of the organization submitting the report and where located (i.e., 81TRW, Keesler AFB; Social Security Administration, Gulfport). Date – Date the report was completed. Key Worker Name -- Please PRINT name. Phone – Key Worker’s work number. Pledge Summary: Special Event – Enter total amount raised. Do not report the number of people who participated in the special event. Fill out a pledge card for each event and include it inside this envelope. These funds will go into the undesignated pot. Cash and Checks – Enter number of paper pledge cards and total annual gift. Place cash/checks inside envelope. Copy 2 (yellow) of the pledge card goes inside the Report Envelope. Copy 3 (pink) goes to the contributor. Copy 1 (white) can be destroyed or given to contributor —do not send to payroll/finance/disburser office. Payroll Deduction – Enter number of paper pledge cards and total annual gift. Copy 1 (white) goes to payroll/finance/disburser office. Copy 2 (yellow) goes inside the Report Envelope. Copy 3 (pink) goes to the contributor. Confidential Envelope -- Enter the number of such envelopes enclosed in Report Envelope. Key Workers or Project Officers do not open confidential envelopes. Totals for this Envelope -- Total all columns. Online Cash and Check Pledges – Enter the total number of pledge cards and total amount for online pledges included in this report. IMPORTANT: Include a printed copy of the online pledge form for cash or check contributions. DO NOT include online credit card gifts or payroll deduction pledges in this Report Envelope.

28. Key Worker Report Envelope • Fill out completely • Double check the math • Submit report weekly to Project Officer • Double checking now saves time later

29. Campaign Plan If You Fail to Plan, you are Planning to Fail. - Benjamin Franklin Key Elements of Your Campaign Plan Know your assigned goal, Set a “stretch” goal Get help from co-workers-adapt to your group Make it fun, Be creative Focus on increasing participation, the money will follow… REMEMBER – You are not asking for you, rather on behalf of those in need who cannot ask for themselves.

30. Campaign Plan(continued) Do something different, fun and outside the box…Do a“FUNdraiser” Doesn’t replace campaign…augments it You do not want folks giving at a FUNdraiser thinking they are doing their normal gift Keep your boss in the loop!!Coordinate your plan with your organization’s head or representative…bosses are supportive but don’t like surprises!!

31. More on FUNdraisers FUNdraisers help generate additional contributions: Be Creative!! Borrow from others!! www.CFCTODAY.orghas great ideas… e.g., Bowl-a-thons, participation contests, paper airplane contests, jails, fun-runs, slam-dunk contests; Food…as a fundraising idea…it’s the easiest item to solicit and the quickest to sell (note: Must state that donations go to UNDESIGNATED FUND !! Bake sales BBQs Ice Cream Socials (charge per scoop) Proceeds to CFC!!

32. You can do it…we can help!! Q & A

33. On behalf of all the people and worthy causes who will receive the help they need because of you... Thanks!!

34. Making a Difference “We make a living by what we get, but we make a life by what we give” Winston Churchill

40. CFC Nexus Demonstration