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Combined Federal Campaign 2013 National Training. Universal Giving (UG) Pilot. February 26 - 28, 2013 Atlanta, GA. Overview. What is the UG Pilot? Why Do It? Who’s Doing It? How Long Is it? The Results! The Challenges! Need Your Help! Next Steps. Conclusion: Q&A.
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Combined Federal Campaign 2013 National Training Universal Giving (UG) Pilot February 26 - 28, 2013 Atlanta, GA
Overview • What is the UG Pilot? • Why Do It? • Who’s Doing It? • How Long Is it? • The Results! • The Challenges! • Need Your Help! • Next Steps. • Conclusion: Q&A
What is the UG Pilot? • We’re testing the feasibility of permitting donors to give to any CFC approved agency no matter where the donor or the organization is located. • UG Pilot allows donors to donate to any National, International, or Local agency in any CFC world-wide whether that agency’s “home” campaign is participating in the pilot or not.
Why Do It? • CFC needs to be attractive & appealing option for donors. • More efficient for campaigns & agencies. • Demand – donors want it. • CFC needs to grow/evolve – logical next step!
Who’s Doing It? The UG Team • Pilot Campaigns: Selected based upon their donor demographic mix. • Greater Olympic CFC (0921): LFCC Co-Chair, Robert Jennings, UG Team Leader • Chicago Area CFC (0249): CFC Director, Eriabee Chiles • Heart of Alabama CFC (0005): CFC Director, Xavier “Lew” Lewis • Technical Support: • CFC Nexus, Han Kim and John Zietlow • Essential Software Development (CFC Assistant), Kingsley Klosson • IT Director, Community Shares of IL (CFC 0249), Kevin Sandefur • OPM Staff Support: Mary Capule and Curtis Rumbaugh
How Long Is It? • Pilot is two years – 2012/2013 • Target is ALL campaigns have the option in 2014
The Results! (cont’d) • Number of donors: 25,640 • Number of donors selecting a UG Charity: 941 (3.7%) • Number of UG designations: 1449 • Total $ Pledged: $6,952,507 • UG $ Pledged: $289,095 (4.2%) • Increase/decrease in online donations from 2011: + $320,607 (+645 donors) • Mobile option for search & donation: Access to UG agencies was completely unrestricted using the UG search engine through any computer or mobile device.
The Challenges • Incomplete Charity Data • Inconsistent Data • Duplicate Data • Making a single list out of 185 lists • Integrating the different software products • Marketing to our potential donors
Need Your Help! • Assist LFCC to conduct a timely and effective application review and approval process to avoid delay due to errors and/or appeals. • Update OPM’s charity registry timely and accurately; use the default charity/federation names from the drop down list versus creating a unique name. • Respond promptly to OPM’s requests for clarification and correction of charitable organization data.
Next Steps • Printed charity list will have same content as before (Natl/Intl/Local). • UG organizations available through on-line search engine, but either method (paper or online), may be used to make pledge. • Expect robust marketing and testing in 2013 to tweak and improve the process. • UG will ultimately drive positive change for the future! • One application/one eligibility determination. • Eliminates “Approved in CFC-A and Disapproved in CFC-B.” • Targeting UG availability to all CFCs in 2014.
Conclusion Q & A