Heartland CFC 2012

1. Heartland CFC 2012 Campaign Coordinator Workshop

2. Workshop Objectives • Learn Campaign Basics • Discuss FUNdraising Ideas • Cover CFC E-Technology • Discuss Changes This Year

3. Notebook Overview • Yellow Pages • Campaign Coordinators Planning Guide • Canvasser Guide • FUNdraising Ideas • Forms • Additional Resources • Lessons Learned • Blue Pages

4. TAB A CFC Yellow Pages

5. Planning Step 1: Know the Facts About CFC

6. Know the Facts About CFC Mission Statement The mission of the Combined Federal Campaign (CFC) is to support and to promote philanthropy through a program that is employee-focused, cost efficient and effective in providing all Federal employees the opportunity to improve the quality of life for all.

7. Know the Facts About CFC Purpose of the CFC Offering a single guide, called the Charity Listing, and payroll deduction, the CFC brought the diversity of fundraising efforts under one efficient and fair umbrella.Code Each Charity has a unique 5-digit Federal employees created the CFC -- one campaign, once a year.

8. Know the Facts About CFC • 2012 marks the 51st anniversary of the Combined Federal Campaign • Charitable fundraising in the Federal workplace began in the late 1940s • President John F. Kennedy developed fundraising guidelines & regulations through the U.S. Civil Service Commission in 1961

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10. Know the Facts About CFC

11. 2012 Campaign Key Dates • September 4 – Loaned Executives Begin • September 26 – Campaign Begins • September 29 – CFC Kickball Tournament • October 8 – 10th Annual CFC Golf Tournament • November 9 – Campaign Ends

12. 2012 CFC Golf Tournament Tournament open to all Federal employees 4–person scramble, special event holes/contests Prizes, raffle

13. Kickball Tournament This will be our first kickball tournament! Inter-Agency competition Championship game open to spectators source

14. Know the Facts About CFC The Three C’s Choice Convenience Credibility

15. Know the Facts About CFC Choice • The Combined Federal Campaign belongs to YOU • It is designed as a partnership between the employee, the Federal Government and the charitable organizations • It operates completely through direct donor choice

16. Know the Facts About CFC Convenience • Multiple convenient ways to give • Payroll deduction typically produces higher donations • In 2011, payroll pledges made up over 91% of contributions (about $4 million)

17. Know the Facts About CFC Credibility • All CFC-approved charities must be • a non-profit • Audited • run by a Board of Directors • Federal employees review all charities listed in the Catalog • The CFC has a proven track record of efficiency and accuracy with charity reviews

18. Know the Facts About CFC Charities National/International Organizations Local Independent Organizations Local Federations

19. One dollar a week will… source …purchase 24 trees.

20. One dollar will… …provide five meals to the hungry.

21. One dollar will… source …turn into $7 worth of health care for the uninsured.

22. One dollar will… source …help a child start the day with a healthy breakfast.

23. One dollar will… …provide over $3 of long-distance aviation services to people in need of medical care and treatment.

24. Just IMAGINE what $10 $5 $20 aweek could do!

25. Know the Facts About CFC The Heartland CFC is proud of its small fundraising percentage. Over 94% (sometimes more) of your dollar goes to charities providing services to people. Average Non-profit Overhead acceptable by the Better Business Bureau Heartland CFC Average CFC Local United Way

26. Know the Facts About CFC • MAKE THE MOST OF YOUR DONATION • Heartland Combined Federal Campaign • 2011 Fundraising/Administrative Cost 5.05% • Undesignated dollars raised in 2011 $343,382 (7.31%) • Your Donation Impact Example for 2011 Your amount pledge through CFC $200.00 Undesignated Dollars to your agency (7.31%) +$ 14.62 Cost of Administration & Fundraising (5.05%) - $ 10.10 Your total designated gift to an agency $204.52

27. Step 2: Analyze Previous Campaigns Planning

28. Analyze Previous Campaigns

29. Planning Step 3: Recruit Your Team Establish Objectives

30. Recruit Your Team • Confirm Agency / Installation Head support • Determine a Co-Coordinator (if necessary) • Recruit & train Canvasser team (if necessary) • Meet with your Loaned Executive • Hold meetings to determine your agency’s campaign tools/techniques to reach objectives

31. Establish Objectives • Monetary Goal? • Participation Goal? • Plan a kick-off event or agency fair? • Develop agency-specific publicity?

32. Best Practices to Reach Objectives BEFORE CAMPAIGN: • Schedule charity speakers, tours, display booths, etc. • Show campaign video • Hold kick-off (or other) event • Develop solicitation plan • Group solicitation? • Individual solicitation? DURING CAMPAIGN • Use Agency Head endorsement letter • Complete & turn in weekly reports AFTER CAMPAIGN • Implement thank you program • Conduct campaign critique

33. The Importance of Participation 2011 Heartland CFC Average Gift: $ 286.07 $4.4 million raisedwith 25.20% participation If we increased total participation to: 30% = We could raise $5,239,000! 33% = We could raise $5,763,000! 36.5% = We could raise $6,374,000!

34. Planning Step 4: Secure the Support of Top Management & the Union

35. Secure Top Support • Plan an event that will peak top level employee interest • Ask senior management and Union leadership to show personal support • Agency Head support letters during campaign • Attend & speak at campaignevents • Schedule a Special Leadership Solicitation

36. Secure Top Support Agency accounts that… • Involve the Agency Head show a 13% increase (those without had 1%) • Participate in Days of Action show a 5% increase (those without had 4%) • Hold Employee Rallies show a 7.5% increase (those without had 2.5 %) • Offer incentives show a 13% increase (those without had -2.5%) • Host a Leadership Campaign show a 7.0% increase (those without had 3.0%)

37. Step 5: Train & Support Your Team Planning

38. Train & Support Your Team • Educating your team is critical for the success of your campaign • Training will develop pattern for FAQs • Ask Canvassers to make their pledges during training – it’s easier to ask when you’ve already given • It is recommended that larger agencies have enough Canvassers to cover a ratio of 1:25 employees

39. Train & Support Your Team Canvasser Guide (Tab C) • 4 Steps to Success • Action Checklist • Tips on Asking for Donations • Facts About Community Investment • FAQs • Pledge Form Instructions

40. Train & Support Your Team

41. During Campaign Step 6: Utilize CFC Resources

42. Utilize CFC Resources Loaned Executives Website Charity Speakers Online Pledge Methods

43. Utilize CFC Resources

44. During Campaign Step 7: Publicize

45. Publicize • Get People Excited • Decorate the Office • Hold Special Events • Utilize email and newsletters • Set a 100% Contact Goal • Post your Goal Posters • Make CFC visible everyday

46. Publicize Get Creative & Informative! • Publish a CFC Calendar of Events • Decorate elevators, stairwells, bathrooms, etc. • Ask an employee to tell their CFC story • Run a “pace-setting” campaign with leadership team • Highlight your agency’s success last year

47. Publicize Employee Group Meeting Sample Agenda (Game, contest, event, entertainment)……..(Optional) 2 min: Welcome, Personal Endorsement, Remarks, Goal Manager Remarks by Labor Officer (if applicable) 2min: CFC Overview (brief history, schedule, structure) Coordinator 4min: CFC Video CFC Staff 5min: Presentation from a Charity who received CFC funds (or better yet a Testimonial of someone who has been helped) 5min: Questions and Answers CFC Staff 2min: Ask for pledge, thank co-workers Coordinator (Game, contest finale/awards optional) Be sure to leave time for fun, food, games, & completion of pledge forms! Collect complete pledge forms at the door Volunteer Co-worker

48. Reasons for Turnover76% of the donors lost in 2007 were not asked to give • Financial Limitation • Laid off/unemployed • Medical expenses • Workplace Change • Changed jobs/retired • Workplace campaign was discontinued • Communications Gap • No one asked me • I did not get any information • Proactive or Competitive • Chose other charities • Overhead is too high United Way Research – 2007 Public Poll and ACI Study

49. Publicize Follow-Up • Post a Campaign “Recap” Article in your Agency’s newsletter, intranet, etc. • Post Campaign Results Frequently • Schedule a Close of Campaign Event

50. During Campaign Step 8: Conduct an Educational & Fun Employee Campaign