2014 CFC-OCampaign Representative Computer Based Training

“As a CFC representative, you serve as a liaison between your colleagues and the charitable organizations that rely on donations made through the CFC. On behalf of the people and communities in need whose lives have been touched by this campaign, I thank you for your generosity by giving back to your community.”

Chuck Hagel

Secretary of Defense2

THANK YOU

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During this training module, you will learn about the history of the CFC, the benefits of participating in the campaign and importance of your role in ensuring help for people and communities in need around the world.

INTRODUCTION

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Throughout the presentation key information will be highlighted in Pay close attention to this information as it will help you answer the questions at the end of this training.

THERE WILL BE A TEST…

RED TEXT.

WHAT IS THE CFC?

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• An efficient, effective and safe way for Federal employees to make charitable contributions in support of causes that have personal significance or to invest in their own local military community.

• The most successful workplace giving model in the world with over $7 billion donated during the past 52 years.

• The campaign exposes thousands of charitable organizations to hundreds of thousands of potential donors they otherwise might not be able to reach.

WHAT IS THE CFC-O?

You are a part of the CFC-Overseas:

SOUTHCOM$108K24.1%

Participation

CENTCOM$2.4 million

15.9% Participation

AFRICOM$365K28.8%

Participation

PACOM$3.7 million

22.3% Participation

EUCOM$4.2 million

27.3% Participation

2013 CFC-O Results$10,978,113

21.8% Participation

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The CFC operates in a network of 150+ local campaigns around the world.

• 5 overseas combatant commands

• 6 continents

• 230,000 potential contributors

• 5,000+ Campaign Representatives

CAMPAIGN WORKERS

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The campaign could never operate without a network of thousands of dedicated Campaign Representatives, just like you! Each installation or area has three levels of Campaign Representatives:

• The Community Area Project Officer or CAPO: works in team of two and is responsible for the campaign at the installation level

• The Unit Coordinator: reports to the CAPO and is responsible for the campaign within his/her unit

• The Keyworker: reports to the Unit Coordinator and is responsible for the campaign within an office/section

THE REQUIREMENT

100% Informed Opportunity to Give

Ensuring each potential contributor understands the benefits of participating in the CFC and has been asked to make a pledge.

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THE ASK

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Did you know that the number one reason a person chooses to make a charitable contribution is because they were asked to do so by someone they trust?Keyworkers are responsible for personally speaking

with each potential contributor in their area of responsibility about the campaign. This “personal ask” is the key to the success of the CFC. The second part of this training will walk step-by-step through making the Ask.

GIVING OPTIONS

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The CFC-O offers contributors three ways to make a pledge:

1. DFAS myPay

2. CFC-O eGiving

3. Traditional Paper Pledge Card

MYPAY CFC ALLOTMENT

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What is it?

What are the benefits?

Who should use it?

An electronic payroll allotment contributors can set up online through their existing myPay account.

Fully electronic – saves printing and processing costs.Automatically processed – reduces processing errors.

Active duty members and DoD civilians with access to myPay who wish to pledge via payroll allotment.

CFC-O eGIVING

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What is it?

What are the benefits?

Who should use it?

Pledge online using a credit card, debit card or direct transfer from a bank account. Choose from one-time gift or monthly recurring pledge.

Fully electronic – saves printing and processing costs. Contributors establish an account and can log in anytime to view/download their current/previous pledges.

Everyone! Especially National Guard and Reserve members ineligible for payroll allotments and individuals separating from the service within the year.

PAPER PLEDGE CARD

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What is it?

What are the benefits?

Who should use it?

Traditional pledge method in triplicate format.

Effective tool for fundraising events.

Pen and ink traditionalists. Anyone without access to the internet.Contributors wanting to donate cash.

PLEDGE COLLECTION

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Paper pledge cards come in triplicate, carbon-copy form. The top

copy, the original, is the finance copy. If a contributor donates via Payroll Allotment, this copy goes to the finance office for processing.

The middle copy, the pink copy, is the CFC-O copy. The CFC-O office MUST receive a pink copy for every pledge in the campaign. This is how the charities receive their designations.

The final copy, the green copy, is the contributor’s copy.

Keyworkers should return this copy to the contributor when collecting pledges.

PLEDGE COLLECTION

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Each Campaign Representative will have a weekly report envelope to collect completed paper pledge cards and any cash or checks submitted by contributors.

What goes in the Report Envelope?

For Payroll Allotment pledges, collect the white copy and the pink copy of the pledge card. You can also collect the front cover of the pledge card if the contributor gave feedback.

For Cash/Check pledges, collect ONLY the pink copy of the pledge card along with the contributor’s cash or check. You can also collect the front cover of the pledge card if the contributor gave feedback.

For online pledges (either eGiving or myPay), you do not have to collect anything! But, you can collect the front cover of the pledge card if the contributor gave feedback or checked the “I gave online” box.

STAY CONNECTED

Like us at

facebook.com/cfcoverseas.org

to follow campaign updates and be a part of the CFC-O community.

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Attend the second part of this training either in-person or via teleconference.

Contact your CAPO or the CFC-O office for details on the date, time and location.

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It’s quiz time!

How much do you remember?

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How long has the Combined Federal Campaign been helping Federal employees make safe, efficient and effective contributions to charitable organizations?

A. More than 20 years

B. More than 30 years

C. More than 40 years

D. More than 50 years

QUESTION 1

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How much money did the generous uniformed service members and DoD civilians stationed in the five overseas combatant commands pledge through the CFC in 2013?

A. More than $1.3 million

B. More than $5.6 million

C. More than $7.5 million

D. More than $10.9 million

QUESTION 2

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What is the title of the Campaign Representative who is responsible for administering the campaign at the installation level?

A. Keyworker

B. Community/Area Project Officer (CAPO)C. Campaign Manager

D. Unit Coordinator

QUESTION 3

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What is the number one reason a person actually makes a contribution to a charitable organization?

A. To give back to those less fortunateB. As a tax-break

C. Because someone they trust asked them to do soD. They have more money than they need

QUESTION 4

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Which Campaign Representative is responsible for talking with potential contributors, ensuring they understand the benefits of the CFC and asking them to make a pledge?

A. Keyworkers

B. Unit Coordinators

C. CAPOs

D. Campaign Managers

QUESTION 5

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What is the primary requirement of the CFC?

A. 100% Contact

B. 100% Participation

C. 100% Informed Opportunity to GiveD. 100% Online Giving

QUESTION 6

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Who is eligible to make an online payroll allotment donation through DFAS myPay? (choose all that apply)

A. Active Duty Military MembersB. DoD Civilians

C. National Guard and Reserve MembersD. Government Contractors

QUESTION 7

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What happens to the green copy of the paper pledge card?

A. It is mailed to the CFC.

B. It is returned to the contributor.C. It is destroyed.

D. It is entered into a drawing for a prize.

QUESTION 8

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For a payroll allotment, what should be collected from the contributor?(choose all that apply)

A. White copy

B. Pink copy

C. Green copy

D. Inside front cover (if feedback has been given)

QUESTION 9

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Which copies of the pledge card should NOT be collected for a cash/check contribution?(choose all that apply)

A. White copy

B. Pink copy

C. Green copy

D. Inside front cover (if feedback has been given)

QUESTION 10

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DON’T FORGET!

Print out your certificate of completion and bring it to the in-person training session if one is being held at your installation.

2014 CFC-O Campaign Representative Training

Certificate of Completion