Combined Federal Campaign Coordinator Training

1. Combined Federal Campaign Coordinator Training www.dfwmetroplexcfc.org

2. Number One Reason people don’t give?

3. TRAINING GUIDE

4. 2012 DFW METROPLEX CFC LFCC ChairKaren Mitchell,US District Courts

5. Office of Personnel Management (OPM) Sets policies and procedures nationally Charitable Organizations Local Federal Coordinating Committee (LFCC) Local Board of Directors comprised of local federal agencies. The Donor Principal Combined Fund Organization (PCFO) Provides both campaign and fiscal management. Campaign Coordinators/ Key Workers Loaned Executive (LE) Federal employee volunteer.

6. Magic Words From the Federal Agency Head….. “The CFC ….It’s Important” From the Coordinator and Key Worker…. “Let me tell you about CFC” … let them know how their gifts can impact our community. & “Let me tell you my story” From Jennifer…. “Volunteer again Next Year…”

7. Campaign Materials • Charity Lists • Pledge Cards • Posters • Thermometers • Material Request Form • Speakers Request Form • Donor Gift Order Form

8. WWW.DFWMetroplexcfc.org

9. Commonly Asked Questions • Why not give directly to the charity? • One buck isn't going to change the world. • I know of a local charity that would like to be included in the CFC Charity list.

10. Commonly Asked Questions • What If I don’t feel I can afford to give? • I don’t like feeling pressured to give. • How do I know that my pledge gets where I intended it to go?

11. Coordinator Duties • Know the facts/ history about CFC • Secure support • Organize your team • Create campaign plan • Publicize your campaign- Website! • MAKE THE ASK • Wrap up campaign • Say thank you, to all!

12. HISTORY OF THE CFC • In 1961, President John F. Kennedy signed Ex Order 10927 which authorized solicitation through the CFC. • In 2011, we celebrated the 50th Anniversary of the CFC. • In 2006 the Dallas CFC and Ft. Worth CFC Combined to create the DFW CFC (formally known as the North Central Texas CFC.)

13. FEDERAL EMPLOYEES PLEDGE TO CFC • 2009 - $282 million pledged • 2010 - $281 million pledged • 2011 - $272.7 million pledged • 2012-Let’s do our part to make the difference!

14. DFW Metroplex Campaign Totals

15. Your Agency Here • Organizational structure • Total dollars raised • Participation • Average gift • Charity Impacts

16. Secure Support • Meet with supervisor/agency head. • Make them the face • Support their involvement

17. Organize and Plan • Build a team • Create your timeline of events • Train • Provide Materials • Keep presentations short 100% Contact… remember # 1 reason people don’t give.

18. Publicity • Media/ Marketing Inter Agency Newsletter E-mail(weekly updates) Webpage(s) Bulletin Boards (Electronic?) Radio • Posters • Memos • Charity Speakers

19. Make the ASK • # 1 reason people don’t give • Educate, this is an opportunity • Make it personal, share a story • Confidentiality • Follow up • Make yourself VISIBLE

20. Say THANK YOU! Who? How? • Team • Federal Employees • Charities • For their time • Talents/support • Regardless of contribution • Meetings/events • Emails with updates • Donor gifts • Final close out

21. Resources • Coordinator Guide • Power Point- Online • CFC Staff & Loaned Executives • www.dfwmetroplexcfc.org • www.opm.gov/cfc • Your Team- ask for help! • Other Coordinators • Your Leadership- top down support!

22. 10 Minute Break!

23. Federation 101 & Charity Fair Requests Presentation by Ashley Walsh & Catrina Clemens

24. 10 Minute Break!

25. HOW DO I PLEDGE? 2012 PledgeForm

26. PLEDGE FORM

27. Doe John P x 123-45-6789 Social Security Administration / Ft Worth 817 123 - 4567 624 Six Flags Drive # 216, Arlington, TX. 76011 650.00 1 2 3 4 5 23456 650.00 2600.00 100.00 345 6 7 650.00 650.00 45678 x PAYROLL DEDUCTION 123 Connor Drive # 21 Fort Worth, TX. 76011 jpdoe@yahoo.com 09/01/2012 x 9. Charity Code 5. Address 1. Name 12. Sign & Date 10. Annual Amount 6. Work Phone # 2. Military / Civilian • 11. Optional Information 7. Paycheck Allotment 3. Agency / Location 8. Total Gift 4. SSN # or Emp. ID # • a) Incentive awards check box • b) Information release

28. Example : $19.23 * 26 = $499.98 $500.00 / 26 = $19.23 13. Double Check The Calculations Doe John P x 123-45-6789 Social Security Administration / Ft Worth 817 123 - 4567 624 Six Flags Drive # 216, Arlington, TX. 76011 250.00 1 2 3 4 5 23456 250.00 500.00 19.23 1 2 3 4 5 249.99 $499.98 23456 249.99 x PAYROLL DEDUCTIONCalculation Errors 123 Connor Drive # 21 Fort Worth, TX. 76011 jpdoe@yahoo.com 09/01/2012 x 9. Charity Code 5. Address 1. Name 10. Annual Amount 6. Work Phone # 2. Military / Civilian • 11. Optional Information 7. Paycheck Allotment 3. Agency / Location 12. Sign & Date 8. Total Gift 4. SSN # or Emp. ID #

29. Doe John P x Social Security Administration / Ft Worth 650.00 1 2 3 4 5 817 123 - 4567 624 Six Flags Drive # 216, Arlington, TX. 76011 234 5 6 650.00 34 5 67 650.00 2600 .00 #1947 650.00 45678 09/01/2012 x x CASH or CHECK 123 Connor Drive # 21 Fort Worth, TX. 76011 jpdoe@yahoo.com 6. Cash / Check Amount 10. Charity Code 1. Name 7. Check # Make checks payable to the Combined Federal Campaign 11. Annual Amount 2. Military / Civilian 12. Optional Information 3. Agency / Location 8. Identify Cash / Check Do Not Separate Cash/Check from Pledge Cards 13. SSN# and Signature Box 4. Address LEAVE BLANK 5. Work Phone # 9. Date of Contribution

30. 1. Fill out envelope completely • Do not include cash/check pledges 2. Federal Agency Info Box Social Security Administration / Ft Worth Agency Name / Location 624 Six Flags Drive #216 Complete Address Tarrant TX 76011 County, State, Zip Code Name of Keyworker (if applicable) Jane Doe Phone # of Keyworker 817-123-4567 jane.doe@yahoo.com Email of Keyworker Name of Campaign Coordinator (CC) Name of Coordinator Phone # of Coordinator campaign.coordinator @yahoo.com 817-123-5678 Email of Coordinator 3. Audit Box Completed with CC and CFC Staff • Total # of Pledge Forms 10 10 2600.00 $2600.00 • Total $ Amount of Pledges • Signature and Date of CC and CFC Staff 09/03/2012 09/01/2012 4. Seal and Initial Envelope Together 09/01/2012 09/03/2012 5. Make a Photocopy of Envelope Payroll Deduction Envelope 6. Audit Box Fiscal Manager • Verify Total # of Pledge Forms • Verify Total $ Amount of Pledges • Signature of Fiscal Manager • and Sr. Director 7. Process Deposit

31. Envelope Errors • 1. Fill out envelope completely • Do not include cash/check pledges 2. Federal Agency Info Box Social Security Administration / Ft Worth Agency Name / Location Complete Address 624 Six Flags Drive #216 County, State, Zip Code Tarrant TX 76011 Name of Keyworker (if applicable) Phone # of Keyworker Jane Doe Email of Keyworker 817-123-4567 jane.doe@yahoo.com Name of Coordinator Name of Campaign Coordinator (CC) Phone # of Coordinator Email of Coordinator 817-123-5678 campaign.coordinator@yahoo.com 3. Audit Box Completed with CC and CFC Staff • Total # of Pledge Forms • Total $ Amount of Pledges 10 $2600.00 • Signature of CC and CFC Staff 11 3000.00 4. Seal and Initial Envelope Together 09/01/2012 09/02/2012 5. Make a Photocopy of Envelope 09/01/2012 09/02/2012 6. Envelope Correction Total # of Pledge Forms Total $ Amount of Pledges • Signature of Fiscal Manager and Sr. Director Note of Changes Made Initials of the Fiscal Manager * Error in addition, corrected to reflect new totals. Initials of the SR. Director 7. Photocopy Corrected Envelope Email Corrected Envelope to the CC 8. Process Deposit

32. Cash/Check Envelope • 1. Fill out envelope completely • Do not include payroll pledges 2. Federal AgencyInfo Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Social Security Administration / Ft Worth Phone # of Keyworker Email of Keyworker 624 Six Flags Drive #216 Tarrant TX 76011 Name of Coordinator Jane Doe Phone # of Coordinator jane.doe@yahoo.com 817-123-4567 Email of Coordinator Name of Campaign Coordinator (CC) 3. Do Not Separate Cash/Check from Pledge Cards 817-123-5678 campaign.coordinator@yahoo.com 4. Audit Box Completed with CC and CFC Staff • Total # of Check Pledge Forms • Total $ Amount of Check Pledges 100.00 100.00 10 10 • Total # of Cash Pledge Forms • Total $ Amount of Cash Pledges • Total # of Pledge Forms 10 10 100.00 100.00 • Total $ Amount of Pledges • Signature of CC and CFC Staff 20 200.00 20 200.00 5. Seal and Initial Envelope Together 09/01/2012 09/02/2012 6. Make a Photocopy of Envelope 09/01/2012 09/02/2012 7. Audit Box Fiscal Manager • Total # of Check Pledge Forms • Total $ Amount of Check Pledges • Total # of Cash Pledge Forms • Total $ Amount of Cash Pledges • Total # of Pledge Forms • Total $ Amount of Pledges • Signature of CC and CFC Staff 8. Process Deposit

33. “FUN”draising 101 Types • Jeans Day • Taco Bar • Silent Auctions • Golf Tournaments • Get Creative… Things to know… • Funding sources • In kind donations • Food Directive • Ethics Officers

34. Name of Fundraiser / Special Event Social Security Administration / Ft Worth 1150.00 99999 817 123 - 4567 624 Six Flags Drive # 216, Arlington, TX. 76011 1150.00 09/01/2012 Multiple Fundraiser / Special EventCash or Check 9. Charity Code 1. Name of Event 5. Cash / Check Amount 10. Annual Amount 6. Make All Checks Payable to the Combined Federal Campaign 2. Agency / Location 11. SSN# and Signature Box 7. Identify Cash/Check Multiple Do Not Separate Cash/Check from Pledge Cards 3. Address LEAVE BLANK 4. Work Phone # 8. Date of Contribution

35. Fund Raiser/Special Event Envelope • 1. Fill out envelope completely • Do not include payroll pledges 2. Federal AgencyInfo Box Completed by CC Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Social Security Administration / Ft Worth 624 Six Flags Drive #216 Phone # of Keyworker Email of Keyworker Tarrant TX 76011 Name of Coordinator Jane Doe jane.doe@yahoo.com Phone # of Coordinator 817-123-4567 Name of Campaign Coordinator (CC) Email of Coordinator 3. Do Not Separate Cash/Check from Pledge Cards 817-123-5678 campaign.coordinator@yahoo.com 4. Name of Fundraiser / Special Event 5. Audit Box Completed with CC and CFC Staff Silent Auction 09/01/2012 • Total # of Check Pledge Forms • Total $ Amount of Check Pledges 1 100.00 1 • Total # of Cash Pledge Forms 100.00 • Total $ Amount of Cash Pledges • Total # of Pledge Forms 1 1 100.00 100.00 • Total $ Amount of Pledges • Signature of CC and CFC Staff 2 2 200.00 200.00 6. Seal and Initial Envelope Together 09/02/2012 09/01/2012 7. Make a Photocopy of Envelope 09/01/2012 09/02/2012 8. Audit Box Fiscal Manager • Total # of Check Pledge Forms • Total $ Amount of Check Pledges • Total # of Cash Pledge Forms • Total $ Amount of Cash Pledges • Total # of Pledge Forms • Total $ Amount of Pledges • Signature of CC and CFC Staff 9. Process Deposit

36. Accounting Best Practices • Do NOT hold cash and/or checks for an extended time, turn in weekly. • Do process large amounts of cash as soon as possible. • Do take a large amount of coins and/or cash to the bank or a Coinstar location and have it converted into larger bills or cashier’s check. Attach receipt. • Do NOT route fundraiser donations through your personal account. • Do keep all donor contributions secure at all times. • Do attach a second pledge form to the initial pledge form if a donor has contributed to more than 5 charities and number each pledge form. (ex: 1 of 3, 2 of 3, 3 of 3)

37. Donor Incentives Every Donor Gift

38. Donor Incentives Humanitarian Award $650-$1299 ($25.00 Per Pay Period)

39. Donor Incentives Ambassador Award $1300-$4999 ($50.00 Per Pay Period)

40. Donor Incentives Presidential Eagle Award $5000 & Above ($200.00 Per Pay Period)

41. Donor Incentive Order Form

42. Contact Information Jennifer Wukasch – Senior Director 682-323-2788 jwukasch@healthcharities.org Marti Lawrence– Associate Director 682-587-1277 mlawrence@healthcharities.org WWW.DFWMETROPLEXCFC.ORG