Welcome CFC Information Session

1. Welcome CFC Information Session

2. What is the CFC • Federal Employees’ annual workplace fundraising drive for charity • Planned, organized and implemented by Federal employees • Contracts with a participating charity to serve as Principal Combined Fund Organization (PCFO) and administer the program • United Way of Greater LA is the 2012 PCFO

4. LFCC(CFC board of directors) • Consists of Federal managers • Hires PCFO & approves budget • Conducts charitable eligibility review • Provides oversight of PCFO • Approves campaign material • Conducts compliance audit

5. LFCC cont. • Approves CFC scope of work • Implements campaign strategies • Conducts executive visits • Promotes the CFC amount their peers • Supports the loaned executive program • Attend key CFC events

6. Sub-committees • Eligibility (Federal employees only) • Loaned Executive (Federal employees only) • Donor/agency recognition • Kickoff • Publicity

7. Cabinet • Consists of campaign coordinators, keyworkers & charitable representatives • Participates on sub-committee(s) • Provides input, suggestions & feedback • Event planning, promotion • Attend key CFC events

8. PCFO • Coordinates the overall campaign • Assist in recruiting LFCC, cabinet, loaned executives, coordinators • Develops campaign material • Provides campaign orientation & training • Receives all campaign reports • Serves as fiscal agent

9. Campaign time line • Feb – Mar: PCFO application • Feb – Mar: Eligibility, recruit leadership • May – Jul: Develop goal, strategies, sub-committee meetings • Aug – Sep: Train Loaned Executives, Coordinators/keyworkers, distribute campaign material • Sep – Dec: Kickoff, conduct solicitation • Jan – Feb: Evaluation • Feb – Mar: Awards event • Apr – Jan: Pledge distribution

10. Who is solicited

11. How much is raised each year

12. How can charities participate • Can apply for PCFO contract • Annual application process • Screened by federal employees for compliance with OPM regulations • Charities assigned a 5 digit code • Listing in charity list • Invitation to key activities

13. Participation cont. • Campaign cabinet member • Committee member – Donor recognition, kickoff, publicity, Federal employee appreciation • Charity fairs • Promotions (video, newsletters, website)

14. Campaign partnership • Attend kickoffs, rallies • Provide speakers, prizes, material • Provide tours • Host a cabinet meeting • Secure entertainment • Provide recognition

15. Campaign Initiatives May Include • Volunteer/community involvement opportunities • Recognition in newsletters, press releases, website, radio, TV, Facebook, etc. • Increased involvement in event planning • Provide examples of assistance to Federal employees

16. Federation Responsibilities • Communicate with member agencies • Timely payment of pledges

17. How pledges are processed • March – August: PCFO agreement signed, committees recruited and organized • Sept. – Dec: Kickoff, white forms sent to payroll and yellow to PCFO for processing • January: PCFO receives monthly, payroll deducted payments from various payroll centers • February: PCFO is reimbursed for campaign expenses (March – February • March – PCFO send campaign summary and designation totals to participating charities and begins monthly distributions to charities (April) • April: Federations send payments to member charities

18. CFC thanks the donors, LFCC, Cabinet, loaned executives and the hundreds of coordinators and keyworkers who make this campaign successful. For questions or clarification, please contact Demetrius Stevenson at dstevenson@unitedwayla.org