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2021 KEYWORKER TRAININGNational Campaign Dates:
September 1, 2021 - January 15, 2022
VIRTUAL ETIQUETTE
Please keep your device on mute.
Closing all applications and
windows will optimize your experience.
Use the chat to ask questions. We will track
questions and stop after each
section for Q&A.
If you are joining by phone, and
must take a call, you may have to disconnect and
rejoin the meeting.
IMPACT OF THE CFC
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CASCADIA CFC ZONE #006
•Local zone coverage: • Idaho counties of: Benewah, Bonner, Boundary, Clearwater, Idaho,
Kootenai, Latah, Lewis, Nez Perce and Shoshone.• Washington counties of: Adams, Asotin, Benton, Chelan, Clallam,
Columbia, Douglas, Ferry, Franklin, Garfield, Grant, Island, Jefferson, King, Kitsap, Kittitas, Lewis, Lincoln, Mason, Okanogan, Pend Oreille, Pierce, San Juan, Skagit, Snohomish, Spokane, Stevens, Thurston, Whatcom, Whitman, and Yakima.
•$1.86 million: 2020 dollars and volunteer hours•$1.84 million: 2020 dollars raised•782: 2020 volunteer hours pledged•1,917: 2020 total donors
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AUDIENCE ENGAGEMENT
Have you served as a Keyworker before?
A. This is my first time! B. 1-2 years C. 3-4 years! D. 5+ (I’m a pro!)
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2021 CFC THEME
KEYWORKER CHECKLISTP
REP
AR
E ✔ Understand your role
✔ Campaign resources and materials
PR
OM
OTE ✔ Invite others
to give
✔ Ways to give
✔ Publicize the campaign
REP
OR
T ✔ Track Contact
✔ Collect and submit paper pledges
✔ Wrap up your campaign
✔ Express gratitude
PREPARE
❑ Understand your role
❑ Campaign resources and materials
UNDERSTAND YOUR ROLE AS A KEYWORKER
Brief leaders
Publicize
Invite Others to Give
Collect pledges
CAMPAIGN RESOURCES AND TOOLS
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CAMPAIGN RESOURCES AND TOOLS…AVAILABLE
TRAINING RESOURCES• Keyworker Guide• Keyworker Quick
Reference Sheet• Training Presentations• Event Guide• Event Presentation
*Available for print
PUBLICITY MATERIALS• Kickoff Video• *General Posters• Barometer Poster• Pre-written
Communications• Table Tents• Infographics• *Donor Card• Advertisements• Social Media Posts• Testimonials• Charity Success Stories
and videos
DONOR MATERIALS• *Pledge Form• *Charity Catalog• *How to Give Card• Thank You Card
TOOLKITS
• Start Strong• Cause of the Week• Events• #GivingTuesday• Finish Strong• Leadership• Thank You
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ORDER AND DISTRIBUTE MATERIALS
•Order CFC print materials here on your local website
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WEBSITE [GIVECFC.ORG]
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WEBSITE [CASCADIACFC.GIVECFC.ORG]
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WEBSITE [CAMPAIGN MATERIALS AND RESOURCES!]
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QUESTIONS?
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PROMOTE
❑ Invite others to give
❑ Ways to Give
❑ Publicize the campaign
INVITE OTHERS TO GIVE
Tell your story.Ask about
their favorite cause.
Explain the benefits of the
CFC.
Invite your co-workers to
pledge and engage.
Thank your co-workers for
their time.
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HOW TO VIRTUALLY INVITE OTHERS TO GIVE
Host online webinar
Send a note or CFC Invitation
Request a CFC intranet page
How to Give card
Record video or message
Send email reminders
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CFC BRIEFING
FOLLOW UP
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WAYS TO GIVE
Online Portal
CFC Giving Mobile App
Paper Pledge Form
Our favorite way to give!!
You can also donate volunteer hours!
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ONLINE DONATIONSSTEP 1: CLICK DONATE AT GIVECFC.ORG.
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STEP 2: CREATE AN ACCOUNT OR LOG IN TO YOUR EXISTING ACCOUNT.
New Users: Click “Sign Up Now”
Returning Donors: Click “Sign In”
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STEP 3: COMPLETE OR UPDATE YOUR PROFILE.
a. Enter the ZIP code of your office to access the correct list of units/offices.
Our office ZIP code is:______
b. Enter your CFC unit code to automatically populate the Department/Agency/Office selections.
Our CFC unit code is:______
*If you can't find your D/A/O, contact your Campaign Manager or local CFC office for assistance.
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STEP 4: SEARCH FOR CHARITIES YOU WANT TO SUPPORT.
Search by:
❑ Charity❑ Location❑ Select a Category❑ Zone❑ Cause❑ Administrative
Fundraising Rate❑ FSYP, FSYA, or MWR❑ Volunteer
opportunities
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STEP 5: MAKE YOUR PLEDGE.
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CFC GIVING MOBILE APP
How to Use It:1. Download the App 2. Sign in or create an account 3. Search for charities 4. Give 5. Complete your donation
What's New?✔ Create account / edit profile
✔ Pledge via payroll deduction
✔ Pledge volunteer hours
✔ Release contact info to charities
✔ Make multiple pledges
✔ Search charities / events
✔ One-time payments with Apple Pay, Google
Pay, Credit Card, or ACH
✔ Manage payment sources
✔ Update biometric settings
✔ Contact Call Center 28
AUDIENCE ENGAGEMENT
How many touch points does it take before someone takes action to pledge?
A. 1-2 B. 4-6 C. 8-10 D. 10+
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PUBLICIZE THE CAMPAIGN
Messaging and Communication
• Cause Week messaging
• Pre drafted messaging and Communications Plan
• Social Media
Advertisements and Promotion
• Posters/Barometer Poster
• Donor Cards, Infographic Cards, Table Tents, etc.
• Agency intranet site or digital splash screens
Agency/Department Events
• Organize a CFC Day of Service
• Host a (Virtual) Charity Fair
• Promote the CFC kickoff event
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SEND STRATEGIC COMMUNICATIONS
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2021 CAUSE OF THE WEEK
Week of Sept. 20: Disaster Relief
Week of Sept. 27: Education
Week of Oct. 4: Housing & Shelter
Week of Oct. 11: End Poverty
Week of Oct. 18: Arts & Humanities
Week of Oct. 25: Animal Welfare
Week of Nov. 1: Faith-Based
Week of Nov. 8: Military Support
Week of Nov. 15: Children & Family Services
Week of Nov. 22: Food & Nutrition
Week of Nov. 29: Global Health
Week of Dec. 6: Human Rights
Week of Dec. 13: Environmental Protection
Week of Dec. 20: Mental Wellness
Week of Dec. 27: Community Improvement
Week of Jan. 3: Medical Research
Week of Jan. 10: Finish Strong and Choose Your Cause!
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ENGAGEMENT TOOLS
Meet the Changemakers
Share Your Story
Watch Charity Videos
Read Charity Stories Page
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AUDIENCE ENGAGEMENT
What are some CFC events you have been a part of?
Including those you helped plan, attended in previous years or seen done in other organizations!
Let’s hear some of those events!
How to request charity participation in your event.
•Use the Event Request Form to request charity participation or let us know any events to put on the zone calendar.
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REPORT
❑ Track contact
❑ Collect and submit paper pledges
❑ Wrap up our campaign
❑ Express gratitude
TRACKING CONTACT
✔ Make contact
✔ Record contact
✔ Report Contact
✔ Provide Recognition
Ensure 100% of employees are given the opportunity to
give through the CFC!
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COLLECT AND SUBMIT PAPER PLEDGES
1. Collect• How will I collect pledges?
2. Store in safe location• Where will I store pledges?
3. Send in for processing• How will you pay for postage?• Bundle payroll pledges and check pledges separately by unit/office and complete a summary for each bundle.
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PAPER PLEDGES…COMMON ERRORS
A. CFC unit code and the ZIP code for your unit/office are correct
B. Reporting unit information is filled in and correct
C. Social Security number is provided for a payroll deduction pledge
D. Total gift and charity designation amounts should match
E. Authorization is signed
F. Funds must be designated using a 5-digit charity code
G. Optional section – if left blank, donor is giving anonymously
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WRAP UP YOUR CAMPAIGN
✔ Follow up with units that are reporting low contact.
✔ Praise great Keyworkers.
✔ Thank donors.
✔ Brief leadership on results throughout the campaign.
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QUESTIONS?
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AUDIENCE ENGAGEMENT After today’s session, do you feel more confident in your role as a Keyworker?
A. Yes, I got this! B. No, please give me more information.
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You can be the face of change
Submit your storyto share with the federal community at
GiveCFC.org
STAY CONNECTED!
facebook.com/CascadiaCFC instagram.com/CascadiaCFC
twitter.com/CascadiaCFC
STAY IN TOUCH CascadiaCFC.GiveCFC.org [email protected] 833-232-2019
