heartland cfc 2012 campaign coordinator workshop
TRANSCRIPT
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Heartland CFC 2012
Campaign Coordinator Workshop
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Workshop Objectives
• Learn Campaign Basics
• Discuss FUNdraising Ideas
• Cover CFC E-Technology
• Discuss Changes This Year
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Notebook Overview• Yellow Pages• Campaign Coordinators Planning Guide• Canvasser Guide• FUNdraising Ideas• Forms• Additional Resources• Lessons Learned• Blue Pages
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TAB ACFC Yellow Pages
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Planning
Step 1:Know the Facts
About CFC
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Know the Facts About CFC
Mission Statement
The mission of the Combined Federal Campaign (CFC) is to support and to promote philanthropy
through a program that is employee-focused, cost efficient and effective in providing all Federal
employees the opportunity to improve the quality of life for all.
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Know the Facts About CFCPurpose of the CFC
Offering a single guide, called the Charity Listing,
and payroll deduction, the CFC brought the diversity of
fundraising efforts under one efficient and fair umbrella.
Code Each Charity has a unique 5-digit
Federal employees created the CFC -- one campaign, once a year.
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Know the Facts About CFC• 2012 marks the 51st anniversary of the Combined
Federal Campaign
• Charitable fundraising in the Federal workplace began in the late 1940s
• President John F. Kennedy developed fundraising guidelines & regulations through the U.S. Civil Service Commission in 1961
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)
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Know the Facts About CFCGreater KC Federal
Executive Board
Division Chair
Loaned Executive
Campaign Coordinator
Campaign Coordinator
Canvasser
Division Chair
Loaned Executive
Campaign Coordinator
Campaign Coordinator
Division Chair
Loaned Executive
Campaign Coordinator
Canvasser
Campaign Coordinator
CFC Campaign Co-Chair
Karl Brooks, EPA
Labor Co-ChairAnita Groves, HHS
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2012 Campaign Key Dates
• September 4 – Loaned Executives Begin
• September 26 – Campaign Begins
• September 29 – CFC Kickball Tournament
• October 8 – 10th Annual CFC Golf Tournament
• November 9 – Campaign Ends
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2012 CFC Golf Tournament
Tournament open to all Federal employees
4–person scramble, special event holes/contests
Prizes, raffle
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Kickball Tournament
This will be our first kickball tournament!
Inter-Agency competition
Championship game open to spectators
source
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Know the Facts About CFC
The Three C’s
ChoiceConvenience
Credibility
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Know the Facts About CFCChoice
• The Combined Federal Campaign belongs to YOU
• It is designed as a partnership between the employee, the Federal Government and the charitable organizations
• It operates completely through direct donor choice
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Know the Facts About CFCConvenience
• Multiple convenient ways to give
• Payroll deduction typically produces higher donations
• In 2011, payroll pledges made up over 91% of contributions (about $4 million)
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Know the Facts About CFCCredibility
• All CFC-approved charities must be – a non-profit – Audited– run by a Board of Directors
• Federal employees review all charities listed in the Catalog
• The CFC has a proven track record of efficiency and accuracy with charity reviews
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Know the Facts About CFC
National/InternationalOrganizations
Local Federations
Local IndependentOrganizations
Charities
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One dollar a week will…
…purchase 24 trees.source
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One dollar will…
…provide five meals to the hungry.
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One dollar will…
…turn into $7 worth of health care for the uninsured.
source
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One dollar will…
…help a child start the day with a healthy breakfast.
source
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One dollar will…
…provide over $3 of long-distance aviation services to people in need of medical care and treatment.
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Just IMAGINE what
$5$10
$20a week could do!
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The Heartland CFC is proud of its small fundraising percentage. Over 94% (sometimes more) of your dollar goes to charities providing services to people.
Know the Facts About CFC
Acceptable Fundrais-
ing/ Admin-istration by
Better Business Bureau
0.00%5.00%
10.00%15.00%20.00%25.00%30.00%35.00%
5.05%
10.20%12.30%
25.00%
35.00%
Heartland CFC
Average CFC
Average Non-profit
Overhead acceptable by the Better Business Bureau
Local United Way
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Example for 2011Your amount pledge through CFC$200.00Undesignated Dollars to your agency (7.31%) + $
14.62Cost of Administration & Fundraising (5.05%) - $
10.10
Your total designated gift to an agency$204.52
MAKE THE MOST OF YOUR DONATION
Heartland Combined Federal Campaign 2011 Fundraising/Administrative Cost 5.05%
Undesignated dollars raised in 2011 $343,382 (7.31%)
Your Donation Impact
Know the Facts About CFC
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Planning
Step 2:Analyze Previous
Campaigns
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Analyze Previous Campaigns
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Planning
Step 3:Recruit Your TeamEstablish Objectives
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Recruit Your Team• Confirm Agency / Installation Head support• Determine a Co-Coordinator (if necessary)• Recruit & train Canvasser team (if necessary)• Meet with your Loaned Executive• Hold meetings to determine your agency’s
campaign tools/techniques to reach objectives
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Establish Objectives
• Monetary Goal?• Participation Goal? • Plan a kick-off event or agency fair?• Develop agency-specific publicity?
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Best Practices to Reach Objectives
BEFORE CAMPAIGN:• Schedule charity speakers,
tours, display booths, etc.• Show campaign video• Hold kick-off (or other) event• Develop solicitation plan
– Group solicitation?– Individual solicitation?
DURING CAMPAIGN• Use Agency Head
endorsement letter• Complete & turn in
weekly reportsAFTER CAMPAIGN• Implement thank you
program• Conduct campaign
critique
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The Importance of Participation
2011 Heartland CFC Average Gift: $ 286.07
$4.4 million raised with 25.20% participation
If we increased total participation to:
30% = We could raise $5,239,000!
33% = We could raise $5,763,000!
36.5% = We could raise $6,374,000!
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PlanningStep 4:
Secure the Support of Top Management
& the Union
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Secure Top Support• Plan an event that will peak top level
employee interest• Ask senior management and Union leadership
to show personal support– Agency Head support letters during campaign– Attend & speak at campaign events
• Schedule a Special Leadership Solicitation
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Secure Top SupportAgency accounts that…
•Involve the Agency Head show a 13% increase(those without had 1%)
•Participate in Days of Action show a 5% increase(those without had 4%)
•Hold Employee Rallies show a 7.5% increase(those without had 2.5 %)
•Offer incentives show a 13% increase(those without had -2.5%)
•Host a Leadership Campaign show a 7.0% increase(those without had 3.0%)
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PlanningStep 5:
Train & Support Your Team
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Train & Support Your Team• Educating your team is critical for the success
of your campaign• Training will develop pattern for FAQs• Ask Canvassers to make their pledges during
training – it’s easier to ask when you’ve already given
• It is recommended that larger agencies have enough Canvassers to cover a ratio of 1:25 employees
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Train & Support Your Team
Canvasser Guide (Tab C)• 4 Steps to Success • Action Checklist• Tips on Asking for Donations• Facts About Community Investment• FAQs• Pledge Form Instructions
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Train & Support Your Team
BothDevelop campaign objectives
and donation planPlan and implement campaign
eventsDisperse pledge cards
Campaign CoordinatorsCheck paper pledge forms for
accuracyFill out the campaign report
envelopesReport to the Loaned
Executive
Campaign CanvassersCollect pledge cards
Discuss donating with employees
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During Campaign
Step 6:Utilize CFC Resources
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Utilize CFC ResourcesLoaned Executives
Website
Charity Speakers
Online Pledge Methods
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Utilize CFC Resources
Loaned Executive
Campaign Coordinator
Canvasser
Canvasser
Campaign Coordinator
Canvasser
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During CampaignStep 7:
Publicize
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Publicize• Get People Excited• Decorate the Office• Hold Special Events• Utilize email and newsletters• Set a 100% Contact Goal• Post your Goal Posters• Make CFC visible everyday
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PublicizeGet Creative & Informative!
• Publish a CFC Calendar of Events• Decorate elevators, stairwells, bathrooms, etc.• Ask an employee to tell their CFC story• Run a “pace-setting” campaign with
leadership team• Highlight your agency’s success last year
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PublicizeEmployee Group Meeting Sample Agenda
(Game, contest, event, entertainment)……..(Optional)
2 min: Welcome, Personal Endorsement, Remarks, Goal ManagerRemarks by Labor Officer (if applicable)
2min: CFC Overview (brief history, schedule, structure) Coordinator
4min: CFC Video CFC Staff
5min: Presentation from a Charity who received CFC funds (or better yet a Testimonial of someone who has been helped)
5min: Questions and Answers CFC Staff
2min: Ask for pledge, thank co-workersCoordinator
(Game, contest finale/awards optional)
Be sure to leave time for fun, food, games, & completion of pledge forms!
Collect complete pledge forms at the door Volunteer Co-worker
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Reasons for Turnover76% of the donors lost in 2007 were not asked to
give14%
17%
59%
10%
Financial Limitations
Workplace Change
Communications Gap
Proactive or Competitive
Financial Limitation Laid off/unemployed Medical expenses
Workplace Change Changed jobs/retired Workplace campaign was
discontinued Communications Gap
No one asked me I did not get any information
Proactive or Competitive Chose other charities Overhead is too high
United Way Research – 2007 Public Poll and ACI Study
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PublicizeFollow-Up
• Post a Campaign “Recap” Article in your Agency’s newsletter, intranet, etc.
• Post Campaign Results Frequently
• Schedule a Close of Campaign Event
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During CampaignStep 8:
Conduct an Educational & Fun Employee Campaign
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Conduct an Educational & Fun Employee Campaign
•Make personal contact with every employee•Personalize all pledge cards•Encourage payroll deduction•Distribute Eagle Awards•Retrieve all Pledge Cards•Make your own pledge!
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Conduct an Educational & Fun Employee Campaign
Eagle Club Award
($1,000+ donation)
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During Campaign
Step 9:Report Results Weekly
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Report Results Weekly
• Call your LE for a weekly pick-up & recap
• Frequent reports:– Decrease errors– Take monies off your hands– Keep the CFC office updated on goal status
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Post Campaign
Step 10:Wrap Up
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Wrap Up
•Turn in all pledge cards by November 30th.
•Follow-up on detailed or on-leave employees
•Turn in all reports to CFC office
•Check office for stray cards
•Thank your team
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Post CampaignStep 11:
Say THANKS!
source
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QUESTIONS?
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TAB D“Fun”draising Ideas
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E-Technology
& the CFC
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CFC Online
Online Pledging Options
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Agencies Able to Use
•Commodity Futures Trading Commission•Consumer Product Safety Commission•Department of Education•Department of the Interior•Department of Transportation•Department of the Treasury•Equal Employment Opportunity Commission•Federal Deposit Insurance Corporation•General Services Administration•International Trade Commission•National Archives & Records Administration•National Labor Relations Board•Office of Personnel Management•Pension Benefit Guaranty Corp•Railroad Retirement Board•Social Security Administration
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How to Begin/Finish With Success
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2012 Charity Catalog
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2012 Charity Catalog
Every 2012 Heartland-approved charity is listed in this resource guide with the following information:
0123 Charitable Agency Name, Inc. 816-555-5501 www.charitywebsite.org (Legal Name of Charitable Agency) EIN#75-00437773 - This is where a 25 word description of programs and services offered by the charity will appear. For more details please contact the charity directly. 10.3% B,V,O
Four-digit charity designation code and charity name
Phone number,
website address,
(full legal name
if applicable) and
employee identification
number (EIN)
Charity’s description
Annual fund-raising and administrative cost as a percent of total income
NEW: National Taxonomy of Exempt Entities (NTEE) classification system - Each organization can include in their CFC statement up to three program areas, in priority order, which most closely identifies the type of mission, services, and activities provided.
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National Taxonomy of Exempt Entities (NTEE) Classification System
• A Arts, Culture, and Humanities• B Educational Institutions & Related
Activities• C Environmental Quality, Protection &
Beautification• D Animal Related• E Health – General and Rehabilitative• F Mental Health, Crisis Intervention• G Disease, Disorders, Medicinal
Disciplines• H Medical Research• I Crime, Legal Related• J Employment, Job Related• K Food, Agriculture, and Nutrition• L Housing, Shelter• M Public Safety, Disaster Preparedness &
Relief• N Recreation, Sports, Leisure, Athletics• O Youth Development
• P Human Services – Multipurpose and Other
• Q International, Foreign Affairs, National Security
• R Civil Rights, Social Action, Advocacy• S Community Improvement, Capacity
Building• T Philanthropy, Voluntarism &
Foundations• U Science & Technology Research
Institutes, Services• V Social Science Research Institutes,
Services• W Public, Social Benefit: Multipurpose,
Other• X Religion Related, Spiritual
Development• Y Mutual/Membership Benefit Orgs.,
Other• Z Other
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2012 Pledge Card
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2012 Pledge Card
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2012 Pledge Card
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Eagle Club Report Form
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Campaign Report Form
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Caring For Community Award Form
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ACE Awards(Achieving Campaign Excellence)
Bronze Level 50% Participation $80 per capita
Silver Level 66% Participation $100 per capita
Gold Level 80% Participation $120 per capita
Agencies achieving these levels will receive a framed certificate at the Awards Ceremony in January.
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Additional Resources
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Agency Speakers
•Enhance any CFC event
•Provide firsthand experiences and knowledge about CFC-funded organizations
•Available at any time during campaign season through the online request form
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Agency Speakers
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Agency Fairs• Interactive events for Federal employees
featuring non-profit representatives
• Provide employees with information about a broad range of non-profit agencies at one time
• Schedule one through the Heartland CFC website
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Agency Tours•Seeing truly is believing
•Demonstrate the efficiency and effectiveness of agency programs; bring social problems to light
•A free reminder of your CFC dollars well spent
•Hold a regularly scheduled meeting at an agency, then take a tour
•Consider a tour as part of the training
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More Help Online!
• Additional Items Online:– Thank You Certificate– Sample Letters– Online Charity Search– Online Pledge Download– Calendar of Events– More!
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Lessons LearnedIt’s all about the hand-off
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QUESTIONS?