2012 key-worker training

20122012Key-Worker Training

Our GoalOur Goal

To Raise $1,000,000 PLUSTo Raise $1,000,000 PLUS

To Increase Participation To Increase Participation

CFC is…CFC is…• Based on executive order given by President Based on executive order given by President

Kennedy in 1961Kennedy in 1961

• The only authorized solicitation of federal The only authorized solicitation of federal

employees in the workplace on behalf of employees in the workplace on behalf of

charitiescharities

• Designation-drivenDesignation-driven

CFC has…CFC has…• A board of directors; Local Federal Coordinating A board of directors; Local Federal Coordinating

Committee (LFCC)Committee (LFCC)

• An application processAn application process

• Regulations that must be followedRegulations that must be followed

• 5-digit codes 5-digit codes

• 55 counties throughout Tennessee 55 counties throughout Tennessee

• Several different awardsSeveral different awards

The RegulationsThe Regulations5 CFR part 950

Charity ListCharity ListSection 401(g)Section 401(g)

• The charity list explains payroll deduction privilegeThe charity list explains payroll deduction privilege• Donors may only designate to charities in the charity listDonors may only designate to charities in the charity list

Undesignated FundsSection 501(a)

All undesignated funds shall be distributed to all of All undesignated funds shall be distributed to all of

the organizations in the CFC brochure in the same the organizations in the CFC brochure in the same

proportion that they received designations in the proportion that they received designations in the

campaign (see chart on next slide).campaign (see chart on next slide).

Distribution of Distribution of $6000$6000

$5000Designations

Percentage

Agency A $2,500 50%

Agency B $1,500 30%

Agency C $1,000 20%

Percentage $1,000Undesignated

Agency A 50% $500

Agency B 30% $300

Agency C 20% $200

Pledge Card Pledge Card Section 402Section 402

• If employee designates to a charity not in If employee designates to a charity not in

the brochure, the money is treated as the brochure, the money is treated as

undesignated (c)undesignated (c)

• Regulations give provisions for incorrect Regulations give provisions for incorrect

calculations (d) calculations (d)

Release of Donor InfoRelease of Donor InfoSection 601Section 601

• Employee must approve release (b)Employee must approve release (b)

• Name, address, email address and donation amount can Name, address, email address and donation amount can

be released (c)be released (c)

• If nothing is checked, no information is releasedIf nothing is checked, no information is released

Solicitation MethodsSolicitation Methods• Fundraising events permitted during campaign period Fundraising events permitted during campaign period

(September 10 – December 14, 2012)(September 10 – December 14, 2012)

• 100% ASK 100% ASK

Preventing CoercionPreventing CoercionSection 108Section 108

Voluntary giving is fundamentalVoluntary giving is fundamental1.1. Supervisors cannot solicit employees below themSupervisors cannot solicit employees below them2.2. Supervisory inquiries not allowedSupervisory inquiries not allowed3.3. Cannot set 100% participation goalsCannot set 100% participation goals4.4. Cannot establish personal dollar goals and quotasCannot establish personal dollar goals and quotas5.5. Cannot develop list of non-contributorsCannot develop list of non-contributors6.6. Cannot factor into performance appraisalCannot factor into performance appraisal

5-Digit Codes5-Digit Codes • CFC has issued 5-digit codes for all participating CFC has issued 5-digit codes for all participating

agencies in the CFC campaign agencies in the CFC campaign

• Be sure to look up your favorite charities in the Be sure to look up your favorite charities in the

brochure for their codes brochure for their codes

• A page numbered alphabetical index is included A page numbered alphabetical index is included

• Go to Go to www.tnregionalcfc.org for a searchable for a searchable

electronic copy of the brochure electronic copy of the brochure

CFC AwardsCFC Awards

• Chairman’s Premier Award Chairman’s Premier Award

• Participation Award Participation Award

• Ricky Jett Award Ricky Jett Award

• Giving AwardGiving Award

• 100% Participation Award 100% Participation Award

• Heart Award Heart Award

Chairman’s Premier AwardChairman’s Premier Award

This award is awarded to all agencies who demonstrate This award is awarded to all agencies who demonstrate

a minimum of 50% employee participation and an a minimum of 50% employee participation and an

overall increase of 10% in agency donations. overall increase of 10% in agency donations.

Participation AwardParticipation Award • These awards are given to agencies based on the highest These awards are given to agencies based on the highest

increase in donor participation. They include agencies with: increase in donor participation. They include agencies with:

50 employees or less50 employees or less

51 - 99 employees51 - 99 employees

100 -499 employees100 -499 employees

500 + employees 500 + employees

• Given to the top agency in each category.Given to the top agency in each category.

Ricky Jett AwardRicky Jett Award

• This award is presented to the federal agency that displays the most This award is presented to the federal agency that displays the most

enthusiasm for CFC and has made a significant impact on this year's CFC.enthusiasm for CFC and has made a significant impact on this year's CFC.

• This award is voted on by nominations submitted by federal employees, This award is voted on by nominations submitted by federal employees,

Key-workers and Loaned Executives. Key-workers and Loaned Executives.

• The winner is determined by the LFCC. The winner is determined by the LFCC.

• Nominations must be submitted to the campaign manager by November Nominations must be submitted to the campaign manager by November

18, 2011. 18, 2011.

Giving AwardsGiving Awards

These awards are given to the top 5 giving These awards are given to the top 5 giving

agencies base on total amount of dollars agencies base on total amount of dollars

raised. raised.

100% 100% Participation AwardParticipation Award

All agencies with 100% donor participation All agencies with 100% donor participation

throughout their agency will receive this awardthroughout their agency will receive this award

Heart AwardHeart Award • The Heart Award recognizes individuals who go above and beyond to ensure that The Heart Award recognizes individuals who go above and beyond to ensure that

their agency has a successful campaign. It is regarded as one of our most their agency has a successful campaign. It is regarded as one of our most

prestigious awards. The Heart Award is reserved for that one individual who prestigious awards. The Heart Award is reserved for that one individual who

steps up to the challenge set before them, believes in the cause, and puts their steps up to the challenge set before them, believes in the cause, and puts their

“HEART” into all that they do. Selection will be made by a subcommittee formed “HEART” into all that they do. Selection will be made by a subcommittee formed

from LFCC members. from LFCC members.

• This award is voted on by nominations submitted by federal employees, Key-This award is voted on by nominations submitted by federal employees, Key-

workers and Loaned Executives. workers and Loaned Executives.

• The winner is determined by the LFCC. The winner is determined by the LFCC.

• Nominations must be submitted to the campaign manager by November 18, Nominations must be submitted to the campaign manager by November 18,

2011. 2011.

Recognitions and Recognitions and AwardsAwards

• The LFCC has determined, based on feedback from the The LFCC has determined, based on feedback from the

previous campaigns, to say thank you for all donations, but previous campaigns, to say thank you for all donations, but

not to present gifts based on giving levels not to present gifts based on giving levels

• This provides recognition and incentive but does not divert This provides recognition and incentive but does not divert

money from its charitable goal money from its charitable goal

• All donors giving $500 or more will be invited to attend the All donors giving $500 or more will be invited to attend the

Awards Ceremony in JanuaryAwards Ceremony in January

Weekly Drawings!Weekly Drawings!• A drawing will be held each week!A drawing will be held each week!

• Turn in your pledge card the first week and be Turn in your pledge card the first week and be

entered into every week’s drawing. Once your entered into every week’s drawing. Once your

pledge card has been turned in you are entered pledge card has been turned in you are entered

for all drawings after that!for all drawings after that!

Key MessagesKey Messages• ALL the charities in the CFC Charity List have been ALL the charities in the CFC Charity List have been

through the application processthrough the application process

• CFC collections are sent to the charities you designateCFC collections are sent to the charities you designate

• Only an amount (approx. 10%) set by contract is Only an amount (approx. 10%) set by contract is

retained for administrative costsretained for administrative costs

• CFC belongs to Federal EmployeesCFC belongs to Federal Employees

Donor ConcernsDonor Concerns• CFC is your program, please ask questions CFC is your program, please ask questions

and state your concerns.and state your concerns.

• Why is my favorite charity not in the Why is my favorite charity not in the

brochure?brochure?

• Will my supervisor get a raise if our agency Will my supervisor get a raise if our agency

meets CFC goals? meets CFC goals?

Step 1: Step 1: Analyze Past Campaign ResultsAnalyze Past Campaign Results

• Your loaned executive can assist you with your Your loaned executive can assist you with your agency’s giving historyagency’s giving history

• Accounts may be analyzed to determine Accounts may be analyzed to determine proposed goal amounts and strategiesproposed goal amounts and strategies

Step 2:Step 2:Get the boss involvedGet the boss involved

• Essential to successful campaignEssential to successful campaign

• Agency Head meetings held in September Agency Head meetings held in September

• Many have pledged their supportMany have pledged their support

Step 3:Step 3:Get helpGet help

• Recruit natural leadersRecruit natural leaders

• Recruit people who believe in the causeRecruit people who believe in the cause

• Recruit a cross-section of peopleRecruit a cross-section of people

Step 4: Step 4: Set a Challenging GoalSet a Challenging Goal

For Example:For Example:Look for a 10% increase in total dollars and Look for a 10% increase in total dollars and

50% participation50% participation

Step 5:Step 5:Publicize your campaignPublicize your campaign

• Put CFC on displayPut CFC on display• Use internal communicationsUse internal communications• Use incentives (ask local stores for in-kind Use incentives (ask local stores for in-kind

donations)donations)• Develop theme and eventsDevelop theme and events• Use agency speakers/volunteersUse agency speakers/volunteers

Step 6:Step 6:Conduct your campaignConduct your campaign

• Group solicitationGroup solicitation

Schedule around less busy time or a paydaySchedule around less busy time or a payday

Have foodHave food

Mention some key messagesMention some key messages

Directly ask for a contributionDirectly ask for a contribution

Step 6 Continued:Step 6 Continued:Conduct Your CampaignConduct Your Campaign

• One-on-one solicitationOne-on-one solicitation

Introduce yourselfIntroduce yourself

State the campaign goalsState the campaign goals

Answer any questionsAnswer any questions

Ask for a pledgeAsk for a pledge

Say thank youSay thank you

Give the thank you card Give the thank you card

Step 6 Continued:Step 6 Continued:Conduct Your CampaignConduct Your Campaign• Encourage Online GivingEncourage Online Giving

CFC NexusCFC Nexus• www.cfcnexus.org/_tnregionalcfc/

Employee Express Employee Express • www.employeeexpress.com

Step 7:Step 7:Report Pledges to LEReport Pledges to LE

• Pledge cards (Two Middle Copies)Pledge cards (Two Middle Copies)

• Pledge listing sheetsPledge listing sheets

• Key-worker envelopeKey-worker envelope

Step 7 Continued:Step 7 Continued:Report Pledges to PayrollReport Pledges to Payroll

• Paper Pledge (Top Copy)Paper Pledge (Top Copy)

• Nexus Pledges ( A coordinator from your Nexus Pledges ( A coordinator from your

agency must register on CFC Nexus and agency must register on CFC Nexus and

the CFC Director must assign them as the the CFC Director must assign them as the

Payroll Coordinator for them to gain Payroll Coordinator for them to gain

access to the Payroll reports.) access to the Payroll reports.)

Step 8: Step 8: Say Thank YouSay Thank You

• Distribute thank you cardsDistribute thank you cards

• Recognize key-workers and committee membersRecognize key-workers and committee members

• Send an email message to:Send an email message to:

Publicize resultsPublicize results

Thank co-workers for their supportThank co-workers for their support

Step 9:Step 9:Evaluate and documentEvaluate and document

• Retain special event infoRetain special event info

• Keep samples of communicationsKeep samples of communications

• Make sure that all employees were asked to contributeMake sure that all employees were asked to contribute

Step 10:Step 10:Communicate Year-RoundCommunicate Year-Round

• Promote volunteerism and community participationPromote volunteerism and community participation

• Refer donors to website every chance you get!Refer donors to website every chance you get!

• Include CFC events in newslettersInclude CFC events in newsletters

CFC WebsitesCFC Websiteswww.tnregionalcfc.orgwww.tnregionalcfc.org

www.cfcnexus.org/_tnregionalcfc/www.cfcnexus.org/_tnregionalcfc/

Online brochure with search capabilities available at the Online brochure with search capabilities available at the tnregionalcfc.org site and cfcnexus.org site tnregionalcfc.org site and cfcnexus.org site

Good Luck!Thank You!