Welcome to

1. Welcome to Key Worker Training 2011 Southern MS Combined Federal Campaign www.southernmsacfc.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 agency (ies) you designate • Southern MS CFC • Merger in late 2010 of the six counties in the Lauderdale CFC with the Southern MS CFC • Southern MS CFC Counties (21) include: Covington, Forrest, George, Greene, Hancock, Harrison, Jackson, Jefferson Davis, Jones, Lamar, Marion, Pearl River, Perry, Stone, Wayne, Clarke, Lauderdale, Newton, Scott, Neshoba and Kemper • Approx 40 federal organizations and 17,000 employees

4. MISSISSIPPI CFCs (Southern MS CFC in Blue)

5. Campaign Leadership • Campaign 2011 Chair: Andrew M. Mueller, Brigadier General , USAF Commander, 81st Training Wing • Theme: “50 YEARS OF CARING…A Community of Stars Providing a Brighter Tomorrow"

6. CFC Support from: • United Way of South MS – PCFO – Principal Combined Fund Organization • LFCC Members/Campaign Project Officers • Terry Olivier, Director, Southern MS CFC • 228-896-2213 x 22 (office); 504-460-9414 (cell) • tolivier@unitedwaysm.org • www.SouthernMScfc.org • Loaned Executives – 228-896-2213 x 24 • Michele Rivera, mrivera@unitedwaysm.org • Kelly Gaddis, jgaddis@unitedwaysm.org

7. Campaign 2011 Vital Statistics • 2011 Southern MS CFC Goal: $730,000 [2010 comparison: $720,355 pledged] • Campaign Kickoffs • Regional:Thursday, Sept. 1 @ 8:00 am, Keesler AFB, all PO’s, KW’s, Coordinators invited… Key Worker training. • Keesler:Thursday, Sept. 1 @ 3:30 pm • Stennis: September 14, 2011 • VA: October 3, 2011 • Overall Campaign Timeframe: Sept 1 – Dec 15.

8. Reasons for Giving… • CONVENIENCE! (i.e., payroll deduction, ePledging) • ACCOUNTABILITY - CFC belongs to Federal employees...Board of Directors is composed entirely of local Federal employees who oversee the campaign • EFFICIENCY – Southern MS CFC • 2010 - 14% overhead (this means 86 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:$268 • AverageCash/Checkgift last year:$81

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 (not available yet!) • 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.SouthernMScfc.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 Pledge Form • Serialized control number • Keep log of numbers issued to key workers • Try to get all forms returned, completed or blank • DO NOT require that employees sign blank forms • Emphasize that forms are not tracked to employees in any way

21. The 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 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. Check – Provide check number. Date 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 – 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

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 Do a Campaign Plan – get help from co-workers Key Elements: Know your assigned goal Set a “stretch” goal: “A ship in harbor is safe, but that is not what ships were built for” – Grace Hopper Focus on: Increasing “participation rate” over last year (25%) Increasing percent of payroll deduction contributors over last year

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 FUNdraisershelp 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