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Keyworkers Make it Possible

Keyworkers Make it Possible. Name of Agency. Campaign Video. Agenda. Welcome and Introductions Objectives The Campaign and Your Role How To Make Your Pledge. The Campaign and Your Role. Combined Federal Campaign History. Established by President John F. Kennedy in 1961

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Keyworkers Make it Possible

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  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 $7 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 Donors will need to search online via www.cfcnca.org or Nexus to find their Universal Charities 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 • If donors prefer, they may donate to the CFC anonymously by placing a ‘confidential gift’ in a sealed envelope. • To process a confidential gift: • Accept the envelope – DO NOT OPEN IT - write the appropriate Reporting Unit Number on the outside of the envelope; • Attach the envelope by stapling it to the white copy portion of the Pledge Form Carrier (Form 100). • Make sure your Form 100 also has the appropriate Reporting Unit Number 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 Reporting Units must have a minimum of 100 employees to qualify for an award. Reporting Units under 100 employees can download certificates at www.cfcnca.org. www.cfcnca.org

  35. Department/Agency AwardsReporting Unit Recognition President’s Award – for reporting units with 75 percent employee participation or $275 per capita gift. Chairman’s Award – for reporting units with 67 percent employee participation or $225 per capita gift. Honor Award – for reporting units with 60 percent employee participation or $175 per capita gift. Merit Award – for reporting units with 50 percent employee participation or $125 per capita gift. www.cfcnca.org

  36. Department/Agency AwardsAgency Recognition Million Dollar Circle Award – for agencies that generate more than $1 million in donations. Summit Award – for agencies that achieve a 3 percent increase in total dollars raised over the previous year’s campaign. Participation Achievement Award – for agencies that achieve a 2 percent increase in participation over the previous year’s campaign. eGiving Award – for agencies that have at least a 10 percent increase in paperless pledge donations between the 2013 and 2014 campaign years with a minimum of 10 percent payroll donations. www.cfcnca.org

  37. Thank You for Making it Possible

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