dfw metroplex cfc key worker training

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DFW Metroplex CFC Key Worker Training www.dfwmetroplexcf

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Page 1: DFW Metroplex CFC Key Worker Training

DFW Metroplex CFC

Key Worker Training

www.dfwmetroplexcfc.org

Page 2: DFW Metroplex CFC Key Worker Training

The #1 reason federal workers do not give??

“NO ONE ASKED ME!!”

Page 3: DFW Metroplex CFC Key Worker Training

Know the Cause

The more you know about CFC,

the more effective you will be when you invite people to

participate.

Page 4: DFW Metroplex CFC Key Worker Training

Four Steps in helping educate people about the importance of

CFC

1. Learn the Facts about CFC2. Make Your Own Gift First 3. Ask Other People to Give4. Say Thank You!

Page 5: DFW Metroplex CFC Key Worker Training

Learn the Facts about CFC

Giving is voluntary

Participating charities have met strict eligibility guidelines

Donors choose the charity/charities they wish to donate to

Payroll deduction is quick, easy, and efficient

Low fundraising costs

Donor Protection

Page 6: DFW Metroplex CFC Key Worker Training

M

A

K

E

YOUR

G

I

F

T

Make your own gift first. This

shows other you believe in the

cause, and it will be easier to invite

others to participate in CFC.

Page 7: DFW Metroplex CFC Key Worker Training

ASK for

Others to

Contribute

You may be the first person to tell them about the CFC.

Personalize your comments

Advertise payroll deduction

Ask for a contribution

Remember: No is okay

Page 8: DFW Metroplex CFC Key Worker Training

Food For Thought

If half of the federal employees in across the Metroplex

donated $10.00 per pay check, the campaign would raise almost $5 million!

donated $15.00 per pay check, the campaign would raise almost $7.5 million!

Page 9: DFW Metroplex CFC Key Worker Training

The #1 reason federal workers do not give??

“NO ONE ASKED ME!!”

Page 10: DFW Metroplex CFC Key Worker Training

Thank everyone you speak with.

It takes several “thank you’s” before a person truly feels appreciated.

Page 11: DFW Metroplex CFC Key Worker Training

Every Donor Gift

Car Coaster

Page 12: DFW Metroplex CFC Key Worker Training

Giving Levels

Humanitarian $650.00-$1299.00($25.00 Per Pay Period)

Page 13: DFW Metroplex CFC Key Worker Training

Giving LevelsAmbassador $1300.00-$4999.00

($50.00 Per Pay Period)

Page 14: DFW Metroplex CFC Key Worker Training

Giving Levels

Presidential Eagle Award $5000.00 & up

($200.00 Per Pay Period)

Page 15: DFW Metroplex CFC Key Worker Training

2012 Pledge Form

HOW DO I PLEDGE?HOW DO I PLEDGE?

Page 16: DFW Metroplex CFC Key Worker Training

PLEDGE FORMPLEDGE FORM

Page 17: DFW Metroplex CFC Key Worker Training

PAYROLL DEDUCTION

Doe John P

Social Security Administration / Ft Worth

123-45-6789

624 Six Flags Drive # 216, Arlington, TX. 76011

817 123 - 4567

100.00 2600.00

1 2 3 4 5 2 3 4 5 6 3 4 5 6 7 4 5 6 7 8

650.00

650.00

650.00

650.00

x

x

123 Connor Drive # 21Fort Worth, TX. 76011

[email protected]/01/2012

x

11. Optional Information

1. Name2. Military / Civilian3. Agency / Location4. SSN # or Emp. ID #

5. Address6. Work Phone #7. Paycheck Allotment8. Total Gift

9. Charity Code10. Annual Amount

12. Sign & Date

a) Incentive awards check boxb) Information release

Page 18: DFW Metroplex CFC Key Worker Training

PAYROLL DEDUCTIONCalculation Errors

Doe John P Social Security Administration / Ft Worth

123-45-6789

624 Six Flags Drive # 216, Arlington, TX. 76011

817 123 - 4567

19.23 500.00

1 2 3 4 5 2 3 4 5 6

250.00

250.00

x

x

123 Connor Drive # 21Fort Worth, TX. 76011

[email protected]/01/2012

$500.00 / 26 = $19.23 $19.23 * 26 = $499.98Example :

13. Double Check The Calculations

1 2 3 4 5

249.99$499.98

x

249.99 2 3 4 5 6

11. Optional Information

1. Name2. Military / Civilian3. Agency / Location4. SSN # or Emp. ID #

5. Address6. Work Phone #7. Paycheck Allotment8. Total Gift

9. Charity Code10. Annual Amount

12. Sign & Date

Page 19: DFW Metroplex CFC Key Worker Training

CASH or CHECK

Doe John P Social Security Administration / Ft Worth

624 Six Flags Drive # 216, Arlington, TX. 76011

817 123 - 4567

1 2 3 4 5 2 3 4 5 6 3 4 5 6 7 4 5 6 7 8

650.00

650.00

650.00

650.00

x

x

123 Connor Drive # 21Fort Worth, TX. 76011

[email protected]

2600 #1947 .0009/01/2012

x

1. Name2. Military / Civilian3. Agency / Location4. Address5. Work Phone #

6. Cash / Check Amount7. Check #Make checks payable to the Combined Federal Campaign8. Identify Cash / CheckDo Not Separate Cash/Check from Pledge Cards

9. Date of Contribution

10. Charity Code11. Annual Amount12. Optional Information13. SSN# and Signature Box LEAVE BLANK

Page 20: DFW Metroplex CFC Key Worker Training

Fundraiser / Special EventCash or Check

Name of Fundraiser / Special Event Social Security Administration / Ft Worth

624 Six Flags Drive # 216, Arlington, TX. 76011

817 123 - 4567

9 9 9 9 9

1150.00

1150.00 09/01/2012

1. Name of Event2. Agency / Location3. Address4. Work Phone #

5. Cash / Check Amount Make All Checks Payable to the Combined Federal Campaign

6. Identify Cash/Check Multiple Do Not Separate Cash/Check from Pledge Cards

7. Date of Contribution

8. Charity Code9. Annual Amount

10. SSN# and Signature Box LEAVE BLANK

Multiple

Page 21: DFW Metroplex CFC Key Worker Training

Pledge Card Instructions

Incorrectly completed pledge cards will be returned to the Keyworker. Please help avoid processing delays by reviewing each card to ensure the following items have been correctly and legibly entered.

1.Contributors FULL NAME

2.SOCIAL SECURITY NUMBER only necessary for those giving through payroll deduction.

3.PAYROLL DEDUCTION.

4.Check the annual amount is correct: Double check calculations Military: Monthly amount x 12 = annual amount Civilian : pay period amount x 26 = annual amount

5.Contributors using payroll withholding must sign the authorization at the bottom of the card.

6.Contributors checks must be made payable to Combined Federal Campaign. Checks payable to a designated charitable organization cannot be accepted.

Page 22: DFW Metroplex CFC Key Worker Training

7. For designations: We encourage federal employees to designate their contribution to a charity on the approved Charity List – the CFC Charity List is also online at www.dfwmetroplexcfc.org This is done by placing the five digit code number in the box labeled “Five Digit Charity Code.” Be sure this is a valid number and that it is legible.

8. DO THE MATH. Ensure all calculations are correct before processing the pledge card, if there is an error, you must get it corrected before submitting the card to your coordinator.

9. Be sure that the total amount designated does not exceed the total annual contribution.

10. Release of contributor names to designated charities. (Optional) If the contributor wants his/her name, address and home email address

released to the designated charities, contributor will need to fill in address or information will not be released.

11. Track pledges who elect to receive an incentive award.

12. Ensure that white copy & yellow copy are in envelopes & that donor keeps the pink copy for his/her record.

Page 23: DFW Metroplex CFC Key Worker Training

Donor Gift Order Forms

Page 24: DFW Metroplex CFC Key Worker Training

Submitting Pledge Cards/ Requesting Donor Gifts

• Schedule a weekly turn in time with your coordinator.

• Pre-audit all pledge cards, correcting issues prior to turn in

• Track all donor gifts prior to submission

• White/yellow copies to Coordinator

• Pink copy to donor

• Provide gifts to donor within one week of receiving pledge card.

Page 25: DFW Metroplex CFC Key Worker Training

Website

Please visit our website at www.DFWMetroplexCFC.org

Charity List including 25 word agency descriptions

Donors can learn more, search for charities

and select agencies can GIVE ONLINE.

Page 26: DFW Metroplex CFC Key Worker Training

Social Media

Please “Like” us on facebook!

A great resource for donors & charities!

Please suggest the page to others in your agency & to your favorite charities!

•Dallas-Fort Worth (DFW) Metroplex CFC

Page 27: DFW Metroplex CFC Key Worker Training

DFW Metroplex CFC Contacts

Jennifer WukaschSenior Director682-323-2788

[email protected]

Marti LawrenceAssociate Director

[email protected]

rg

Page 28: DFW Metroplex CFC Key Worker Training

Thank you for attending training!

We appreciate your efforts in making the 2012

Combined Federal Campaigns the most successful campaign

to date!