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2015
Combined Federal Campaign
(CFC)
Training
For Coordinators, Captains & Keyworkers
AGENDA••
•
•
•
•
WelcomeCFC Overview, Structure and CFC History
Loaned Executive Role
Coordinator Role
Keyworker RoleCampaign Material with ‘How To’
*Pledge forms
*Online Giving (ePledging)
*Envelopes
*Special Events
*Collecting and Reconciling Money
Make the Ask (video)
Recognition and Thank You
••
Pam Franceschi2015 CFC
Campaign Chair - DFASCentral Ohio West Virginia
CFC
Michelle Jeffrey2015 CFC
Campaign Chair – DFASCentral Ohio West Virginia CFC
2015 LFCC Members
David Bertke - DFAS Janet Bunnell- DLA Land & Maritime
Kathleen Denson – IRS
James (Marty) Dixon – DLA Training
Carletha Fasching - USDA Farm Service Agency
Jesse Foster - SSA ODAR
Pearl Foster - DLA Land & Maritime
Valerie Harover – DLA Land & Maritime
Michelle Jeffrey - DFAS
Pam Kelly – DFAS
Brenda Minnema – DLA Land & Maritime
Stephanie Morgan – SSA
Jan Pitts – DFAS
Barry Roberts – HUD
LFCC Responsibilities
• Encourage Local Federal agencies to appoint Loaned Executives• Encourage Agency Directors/Co’s to support the campaign• Ensure to the extent possible, every federal employee is given an
opportunity to participate in the CFC (100% ask) • Hires PCFO• Conducts Local Agency Eligibility• Provides Oversight of PCFO• Approves Campaign material• Conducts Compliance audit (Members from Federal Community)• Final Campaign Decisions• Liaisons to Federal Agency Heads
PCFOPrincipal Combined Fund Organization
1. Manage the Campaign2. Serve as fiscal agent
Kim Kessler
Public Sector DirectorKevin Readey
Relationship ManagerNora Lyons
Campaign Associate
2015 Loaned Executives(Also known as YOUR LE)
Jan PittsDFAS
Vickie DiggsDLA Land & Maritime
Christie HooksUSDA Rural
Development
Regina BaldridgeVA Medical CenterHuntington
2015 Loaned Executives(Also known as YOUR LE)
Trevor Payne & Jason Fry
U.S. Postal Service
CFCHISTOR
Y
What is the CFC?CFC is the world’s largest and most successful annualworkplace fundraising campaign.
•
• There are 150+ CFC’s throughout the country andinternationally that raise millions of dollars each year.
• To date federal employees have collected over $7 billion dollarsfor local, national, and international charitable organizations.
• Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non–profit organizations that provide health and human service benefits throughout the world.
• The Central Ohio and WV CFC raised nearly $1.1 million dollars during the 2013 campaign.
33 County Giving AreaAdams, Athens, Brown, Coshocton, Delaware, Fairfield, Franklin, Gallia, Guernsey, Highland, Hocking, Jackson,
Lawrence, Licking, Logan, Madison, Marion, Meigs, Morgan, Morrow, Muskingum, Perry, Pickaway, Pike, Ross, Scioto,
Union, Vinton, and Washington counties in Ohio.Cabell, Wayne and Wood counties in West Virginia.
StructureOPM Sets Policy & Procedures
Leadership of LFCC(Local Federal Campaign Committee)
CABINET
LFCCConducts Local Campaign
Manages Local Campaign(Principal Combined Fund Organization)
PCFO
LocalFederal
Agencies
LoanedExecutiv
e
Local, Nationaland
International Charities
ChairpersonCoordinators Key Workers
Project Officers
OPM Mgmt) Structure(Office of Personnel
Director, OPM
CFC StaffElaine Kaplan
OPM Curtis RumbaughMary Capule CherLynn Stevens Marcus Glasgow
Director, CFC Operations
Keith Willingham
Publishes CFC RegulationsEstablishes Timelines
Provides Direction and Guidance Develops & Publishes National /
International List Establishes Rules on Local Application’s
Final AppealAudits
ROLES
Loaned ExecutivesCoordinators
Keyworkers
Loaned Executive (LE) Responsibilities• Train Coordinators and Keyworkers
• Deliver all material needed for employee campaigns including pledge cards,brochures, report envelopes, and campaign posters.
• Set up charity tours, displays, speakers, and use of the campaign video.
• Assist Coordinators with planning, organizing, conducting employeecampaigns and meetings, special events and other activities, whatever is needed.
• Follow-up with CFC Coordinators for envelope reconciliation or assistance.
• Oversee pledge processing and donor recognition
• Responsible for reconciliation of donations
• Available to assist YOU!!!
Coordinator RolePrimary contact with Loaned Executives•
• Develop, schedule and implement the Agency campaign (viaawareness, marketing and special events etc.)
• Be available to keyworkers for assistance and reconciliation ofenvelopes
• Assures that related “off-site” offices in the Agency are includedcampaign , if applicable. i.e. military bases,
in the
• Recruit and assist in training of the campaign team (Captains, Keyworkers etc.)
Coordinator Role
• Distributes all campaign materials, collects and audits pledge forms in a timely fashion
• Follow up with LE as needed
• Reconciles and coordinates pick-up of campaign envelopes with LE
• Be mindful of campaign dates
• Communicates and distributes recognition opportunities (including Pins and Coins)
Keyworker Roles PRICELESS
• HEART of the campaign• KEY to a successful Campaign• POC between employee and coordinator• Must “reach out” personally
• Distribute pins/coins for pledges
• *MAKE THE ASK* - Do you know how? Are you comfortable? No? Not quite? Hold on…We’ll show YOU!
Campaign Materials
2015 Central Ohio& West Virginia
CFC
Charity Guide
Charity Poster
CFC DVD Thermometer posters I give because posters Union posters Swag items Fund raising events Campaign ideas Increase participation ideas
Pledge Card
Completing the Pledge Card
Instruct employees to use black ballpoint pen, write in all capital letters and to press firmly!
3-Part Form:
1.2.
Top page goes to your Payroll Office.Middle page (white carbon copy) goes inReport Envelope.
the
3. Bottom page (pink carbon copy) to donor asconfirmation receipt.
Can you spot the errorson this form?
1__________________
2__________________
3__________________
Make the Ask(Video)
https://www.youtube.com/watch?v=6sgusmHr-
j4&index=2&list=PLlBcYXNpOYcN3GQ9V2U2mqWz8OMU9zt8A
Online Giving
There are currently 3 online giving options…
1. Nexus
2. Employee Express (EEX)
3. myPay
Nexus
Nexus is a non-government run third party online pledging system
Is available for ANY FEDERAL EMPLOYEE from any department/agency
www.cfcnexus.org
Employee Express
EEX is an automated government payrollsystem that empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.
EEX is limited to select departments – refer to the home page for a department listing.
www.employeeexpress.gov
myPay
An automated government payroll system foremployees of the Department of Defense (DoD) ONLY. It empowers Federal employees to initiate the processing of their discretionary personnel-payroll transactions electronically.
Government Intranet access only
Universal Giving
• What is it?– Universal Giving is the
to give to any national, approved charity listed
ability for federal workersinternational, or local with any CF campaign
located anywhere in the country
– Universal Giving is available only through thethree eGiving systems: Nexus, EEX, and myPay
– OPM will also offer the complete listing atwww.opm.gov/cfc; and www.cowvcfc.org
Campaign ReportEnvelope
Key Points
Separate Civilian from Military Pledge Cards when adding pledgesContribution Type Vs. Special Events
“TOTAL” Row should represent what is in the envelope
DO NOT sign on “Envelope Picked Up By:” line
DO NOT SEAL the envelope until reconciled with your LE
Recognition
Donor Level Department/Agency Level Most Innovative Special
Event (by application only)
Donor Levels & Recognition Items
Diamond$1,200+
Platinum$960 - $1,199
Gold$720 - $959
Bronze$240 - $479
Silver$480 - $719
Depart/Agency Recognition
Per Capita - Departments/Agencies are recognized that achieve a minimum of $40 average donation “Per Capita”
Levels are:Gold Silver Certificate
TRIPLE CROWN AWARD
Meet or Exceed Agency Goal Meet or Exceed Per Capita Goal
Meet or Exceed Participation Goal
Most InnovativeSpecial Event*
Info and application info www.cowvcfc.org
2014 Winners:
Chalmers P Wylie VA Medical Center, Columbus
VA Medical Center, Huntington
(*someone from agency must submit an entry)
Campaign Website
www.cowvcfc.org
Resources and Downloads•••
ResourcesFormsTraining
WEBSITE RESOURCES & DOWNLOADSFORMS
–
•
•
•
•
•
•
•
Fifth Third Bank – Cash conversion letter
Donor Recognition Awards
Gift/Prize Request
Speaker Request Form
Nexus – User Tutorial
EEX – User Tutorial
MyPay – User Tutorial
Form
WEBSITE RESOURCES & DOWNLOADSRESOURCES
-
• Charity Guide
• Campaign Poster (both versions)
• Campaign Video
• Coordinator Training PowerPoint (this presentation)
Donor Recognition Item Requests
Speaker Requests
Individual Speakers and Agency Fairs
https://uwco.wufoo.com/forms/public-sector-
speaker-request/
Always say: THANK YOU…..
be gracious and smile, even if/when the donor says ‘No’
OPM has several ‘Thank You posters available for use.
Examples
http://www.cfctoday.org/resources/2015-campaign-materials
Questions?
THANK YOU!!!