2012 key-worker training. our goal to raise $1,000,000 plus to increase participation
TRANSCRIPT
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!