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Solicitation Methods Training 2013

Solicitation Methods Training 2013. 2013. Barbara Barfield, Campaign Director Executive Director for the PCFO Involved with campaign for past 14 years Assist you in coordinating the Campaign Liaison between you and charities Advise you on Federal regulations

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Solicitation Methods Training 2013

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  1. Solicitation Methods Training 2013 2013

  2. Barbara Barfield, Campaign Director • Executive Director for the PCFO • Involved with campaign for past 14 years • Assist you in coordinating the Campaign • Liaison between you and charities • Advise you on Federal regulations • Assist you with your fiscal accountability • Biggest Campaign team cheerleader! Who am I? Thank you for partnering with the CFC! 2

  3. PCFO Team 3

  4. Group Presentation • One-on-One Solicitations • Mission Element/Unit Project Officer Role & Responsibilities • Do’s and Don’ts • Follow Up • Tips & Tools • Questions Overview: Thank you for partnering with the CFC! 4

  5. Six Week Campaign Outline (Most Effective & Efficient) • Campaign: • Week 1 – 100% Awareness • Kickoff Event/Activity • Week 2 – 100% Opportunity • Group Presentation • Week 3 – 100% Follow Up • Collect Pledges • Week 4 – 6 Follow Up and answer questions Recommended Solicitation Timeline Thank you for partnering with the CFC! 5

  6. Solicitation Activities • PCFO Campaign Preparation: Early September • Materials Distribution – boxing completed ASAP • Traditional Materials • Posters & Flyers – Distributed at Keyworker Training • Brochures & Pledge forms boxed according to personnel strength and/or requested amounts • Also available in PDF format on website • Thank you gifts – provided at turn-ins Thank you for partnering with the CFC! 6

  7. Solicitation Activities • Pre-Campaign Preparation: • Promote the Campaign • Posters • Newsletter Articles • E-Mail reminders • Endorsements • Promote On-line Giving • My Story Thank you for partnering with the CFC! 7

  8. Campaign Planning: Now Thru End of Campaign • Solicitation Activities • Plan Kick Off events & charity fairs at Federal agencies • Charity Speakers at a Group Presentation • Staff meeting/Commander’s call • Planned CFC Activity • Breakfast presentation – Burrito breakfast • Lunch presentation – chili cook-off • Your ideas? Solicitation Activities Thank you for partnering with the CFC! 8

  9. Solicitation Activities • Campaign Preparation: • Event Kick-off/Activity • Employee Testimonial • Request Agency Head/Dept Head to speak • Charity Speaker • Charity Testimonial (Terri’s poem) • Video Presentation • Promote On-line Giving • Make “the Ask” Thank you for partnering with the CFC! 9

  10. Solicitation Activities • Group Solicitation: • Occurs at the conclusion of the rally. • It is an effective and efficient use of solicitation time. • Encourage your audience to join you in supporting the CFC. • Promote Online Giving • Make “the Ask” • Give each person a directory and pledge card. • Encourage those in attendance to turn their cards in before they leave. (Individual solicitation is necessary for those unable to attend the group solicitation.) Thank you for partnering with the CFC! 10

  11. Solicitation Activities • Campaign Preparation: • Promote On-line Giving • My Story Thank you for partnering with the CFC! 11

  12. Solicitation Activities • Campaign Preparation: • One–On–One Solicitation • My Story • CFC Overview • Make “the ask” • Assist with form • Follow Up to pick up form • Distribute gift • THANK the donor Thank you for partnering with the CFC! 12

  13. Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with 4 – 6 weeks of solicitation • Your Tips - Discussion • Your Tools - Discussion Solicitation Tips & Tools Thank you for partnering with the CFC! 13

  14. Tools • CFC Website: www.norcalcfc.org • Speakers’ List for Charity Speakers at group presentation • Links to online giving sources • Video “MORE THAN JUST A BILL” • Video – Thank you Feds • PDF Brochure Fill in Pledge Form • Searchable Charity Database • All support Materials Solicitation Tips & Tools Thank you for partnering with the CFC! 14

  15. Questions? Q&A: Thank you for partnering with the CFC! 15

  16. Pikes Peak Region 2012

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