2014 norcal region. barbara barfieldirma jones norcal campaign directoroperations manager...

2014

Norcal Region

Barbara Barfield Irma JonesNorcal Campaign Director Operations Manager415-571-4149 [email protected] [email protected]

Antoinette (Toni) Taylor Clarence Benjamin Jr.Director, Beale & Travis AF Bases Director, Sacramento Hub CFC Projects Director/ Charity Coordinator Central Valley/Sacramento/Upper Northern CA

Direct/Cell: 916-790-4966 415-571-4670 [email protected] [email protected]

Angela Cleo Smith Dee Sutton Director, San Francisco Hub Director, Oakland & South Bay HubsSocial Media/New Employees Forum Director 415-571-4285510-926-9741 [email protected] [email protected]

CFC Personnel

2 Thank you for partnering with the CFC!

Administration

Fundraising(Local Support)

mailto:[email protected]





Overview:


CFC Overview Charity Partnership Proposed Regulation Update NEW Charity Auto Response Pilot NEW Universal Giving Norcal CFC Campaign Events Participation

MOU Norcal Initiatives Materials Packing Speakers Training

The mission of the CFC is to promote and support 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.

Largest and most successful workplace giving campaign in the world

Only authorized charity fundraising in Federal workplace

Designation Campaign – not all charities receive funds

Funding from 2014 Campaign will not be received until April 2015 on a quarterly basis

Norcal Solicitation Period October 1 – December 15

CFC Overview:


Charity Partnership:


Federal Employees Eligible Charities

Federal Employees HR Benefit Agency Morale Personal Engagement Support Charity fundraising

Charities Funding Source Community Relationship Support Feds who fundraise on charities’ behalf

Events & Speaking Materials Packing Volunteer Opportunities

Mission Achievement CFC

Liaison

Coordination

Administration

OPM Update:

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New Regulations Effective 2016 Charity application and participation fees - amounts yet to be determined Moving towards 100% online giving within five years Immediate disaster relief New employees can give w/in 30 days of being hired Solicitation period

Regulated campaign solicitation period 1 Sept - 15 Jan. Regions can pick a time period within these start and finish dates.

2014 Norcal Region – 1 Oct – 15 Dec

Charity Auto Response Pilot – testing by a few regions (not Norcal) Improve Donor / Charity relations; Instantaneous donation usage

information with online gift; Enhance donor experience; OPM made request for donor fund usage statement Norcal charities may receive additional funding from other regions

Universal Giving 2014 Eliminates geographic boundaries for local charities. Donors may give to

CFC charities in any local community throughout the country (est. 28,000 charity choices; online only)

40 Counties (yellow region)

100,000+ Federal Employees & Military Personnel

Raised $3.5 Million in 2013 – down 1M due to sequestration, furloughs and government shut down.

Norcal (0106) CFC:


Theme Policies Protocol Security Registration Confirmation Speakers MOU

Campaign Events General Information:


“My Story…My Choice…My Pledge”

Designed to connect federal employees

with charity services and benefits. This theme will be on all promotional

material that goes to the Federal employees. Charities may add this to their website or

Facebook page and link to the Norcal CFC

Website for pledging Charities MAY NOT link directly to their

giving mechanisms (can be sanctioned by OPM)

2014 Campaign Theme:


Registration

MOU

Confirmation

Federation Members will receive notification and confirmation through their Federations

Independent Charities will receive notification and confirmation directly

Participants will appear on speakers list with submission of the following: CFC MOU on file

Campaign Events Participation Overview:

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Electronic registration – posted to website on Charity page Confirmations sent upon random selection of participants Only those registered who have been confirmed to participate,

and provided the MOU will be added to the entry security lists Federations register for all members Federations send ONE FINAL workbook and all member

charity MOUs Independents register and send MOU Deadlines for registration – provided with event information No Changes after deadline

Event Registration Overview

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Thank you for partnering with the CFC!

Registration Procedures:

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Each charity will provide one representative who will receive all info. Upon registration there will be a random selection of participants for

the space available. All charities that register may not be able to participate due to space limitations.

Randomly selected charities will receive event participation confirmation.

Once you’ve been informed that your charity has been confirmed to participate, your representative will submit the names of those who will attend along with their signed MOU

Each participating representative MUST complete the MOU and have it on file with us.

Representatives should plan to help setup & tear down the event. Only 1-2 representatives per event.

Event Registration Example

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Coast Guard Kick Off & Charity Fair Coast Guard Island, Alameda - Date inserted

Gate Entry - 8:30 a.m. Check-In NLT 9:00 a.m. Set Up complete - 9:30 a.m. Ceremony & Charity Fair - 10:00 a.m. - 1:00 p.m.

Representative Contact Information Security Information

Last Name First Name E-Mail Rep Cell PhoneDriver's License Number & State of

Issue

Proof of Vehicle Registration &

Insurance

Confirmations sent to designated charity/federation representative

Details on each event will be emailed with the attendance confirmations. how many people are expected to attend, how many charities are accommodated, Address Event schedule Parking Security procedures Check-in If animals will be allowed How much space you will have.

Event Confirmation:

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LFCC has eliminated large multi-agency events for San Francisco & Oakland due to government resource allocation and perceived value

Individual Agency Events – Coordinated by Hub Directors, Loaned Executives & Agency

Coordinators (event registration will not be centralized this year) Veterans Administration – Kick Off & Charity Fair - Sept 4th NASA Ames Research Center

Keyworker Training & Charity Fair – Sept 15 U.S. Coast Guard Island Kick Off & Charity Fair – Sept 22nd Travis AFB Kick Off – Oct 3rd

Beale AFB Kick Off – Oct 13th Others to be announced as agency coordinators schedule

Campaign Events:


All events have the same basic process : Arrive and park 1 hour ahead of the scheduled event start time Provide required security information to receive authorization to

enter building or receive visitor’s badge Check in with Hub Director, LE or Coordinator in event room to

receive table assignment Help Hub Director, LE or Coordinator set up for event as requested Charity table set-up - complete half hour prior to designated event

start time Expect to have 3’ – 4’ table space; if more available will notify Assist Hub Director, LE or Coordinator with decorations for event Break-Down – as directed by Hub Director, LE or Coordinator (do not

break down until authorized to break down)

Clean-Up – plan to assist as requested by Hub Director, LE or Coordinator

Take your discarded items with you (trash)

Event Information:

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You may be carrying your materials some distance, so think about portability when creating your display and materials. Think wheeled suitcase--small & compact.

If event is outdoors, bring umbrella for shading

Chairs may or may not be provided depending on the venue

If an event is postponed or cancelled, you will be notified via email to the contact information on the registration.

Event Considerations

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DO: Display pictures of the people who have benefited and share their stories.

DO: Make it PERSONAL! DO: Make your display as interesting as possible. The

more interactive the better. Games are acceptable if you keep them on and/or at your designated table area. (no gambling)

Things to bring would include: table cloth, swag give-aways (with CFC# on it), bring pre-packaged and individually wrapped candy granola bars/trail mix/water, soda, etc.

Make business cards or small flyers that include your charity name & logo, CFC # & 1-2 sentence description of what specific dollar amount contributions will do.

Event Dos And Don’ts

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Business Dress code: We recommend you wear your charity shirts, pants/skirts and comfortable shoes. Also, wear a name tag if possible.

DON’T: Ask for financial contributions and/or pledges during any conversation or on any material you hand out at any event.

DON’T: Ask/gather contact information for any Federal employees. They are allowed to contact you, but you may NOT contact them.

DON’T: Proselytize, engage in political discussions, wear political t-shirts or buttons.

DON’T: Speak disparagingly against another CFC charity in any way.

Event Dos And Don’ts

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Outline of expectations to participate in campaign activities

Includes both events and speaking engagements

Required for each volunteer attending

Provide participant name(s) and MOU(s) together

Confirmation of receipt will be sent by email

NOTE: Scan and send signed MOU via email to [email protected]

Memorandum of Understanding:

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_____I agree to be responsible for communicating CFC information to any employees or volunteers that represent my organization at Campaign events, including, but not limited to Charity Fairs/Kickoffs and Speaking Presentations.

_____I understand that representatives from our organization represent every charity in the CFC, as well as other participants in the CFC according to regulation 5 CFR Part 950.105(b) and 950.105(c)2(i).

_____I understand that my charity must register to be eligible to participate in the charity fairs and that CFC staff will confirm my eligibility to attend Charity Fair/Kickoff and I understand events and will not send representatives without that confirmation. (This is only for fairs – Federal staff independently coordinate Speaking Presentations at their locations and CFC staff are not involved in the details.)

Memorandum of Understanding:

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_____I am willing and able to enter Federal Government facilities on behalf of my charity.

_____I have proper photo ID (driver’s license, passport, or other) which I will bring to

any Campaign event, as well as current auto registration, proof of auto insurance and I understand my vehicle may be subject to inspection at

any Federal Government facility.

_____I understand that while driving of government property, I must obey all posted driving requirements such as seatbelt laws, posted speed limits, construction signage and may only use hands free communication devices.

_____I understand that each Federal Government facility has its own rules, regulations and protocol and I agree to learn and adhere to them while representing the CFC.

From the MOU:

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_____I understand that if I register for a Charity Fair/Kickoff and cancel without 48 hours notice or do not show up at all, my charity will be excluded from participating in any other CFC events for the 2014 campaign.

_____I understand that CFC staff will confirm my eligibility to attend Charity

Fair/Kickoff events and will not send representatives without that confirmation. (This is only for fairs—LE and Coordinators independently arrange speaking presentations at their locations and CFC staff is not involved.

_____I understand that some government facilities may conduct a background check on me upon registering for an event prior to my admittance into a government

facility. I may be required to provide my Social Security number, date of birth, and driver’s license number upon being registered to participate at any event.

From the MOU:

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_____I understand that I am expected to arrive at the building—not just at the base entrance and completely set up—at least thirty minutes before a Campaign event is scheduled to begin.

_____I understand the entry to the base could exceed 30 minutes.

_____I understand that I may not take electronic devices such as cell phones,

smart phones, cameras, ipods, ipads, computers, netbook— anything with an “on/off switch into some government facilities. I understand that in these facilities I will be required to store my device(s) in my vehicle or have it confiscated. All confiscated devices are subject to being cleaned.

_____I understand that I will be asked by facility personnel to confirm that I do not have any of the above mentioned electronic devices on my person prior to receiving a visitor’s badge.

_____I understand that in some secure buildings I may not be able to enter of leave a display area without being escorted by building personnel. This includes being escorted to restroom facilities.

From the MOU:

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_____I understand that participation in Campaign events is for outreach only; I will not sell items at campaign events or participate in direct fundraising in any other way,

including, but not limited to, asking Federal employees to donate directly to my charity,

engaging in raffle or gaming activities, or placing collection containers on my display.

_____I understand that if I (or any other representative of my charity) am reported for inappropriate behavior during a charity fair including, but not limited to, proselytizing, political discussions, asking directly for pledges to my charity or disparaging another CFC charity in any way, my charity will be excluded from participating in any other CFC events for the 2011 Campaign.

_____I understand that I am a guest in any Federal Government facility where I am participating in a CFC event and will behave graciously and respectfully at all times to Federal employees as well as other charities. As a representative the Norcal Combined Federal Campaign, I will dress in a professional manner.

From the MOU:

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_____I understand that my charity will be assigned display space, that my

charity will likely be sharing a table with another charity and will not use more than my allotted space for my display.

_____I understand that either the event hosts (federal personnel) or the administrative personnel

will notify me when it is time to break down my display. I will not break down my display prior to being authorized to do so.

_____I understand that I am expected to assist event host volunteers and CFC staff with set up and cleanup at all CFC events as directed.

From the MOU:


Federal Employee Support for charity contributions Located in Sacramento: 801 I Street Parking reimbursement: must provide receipt; Wear comfortable shoes Bring a sack lunch, beverage and snacks as desired or walk to

local eatery We’ll send you a sign up form Volunteers or Staff Sign up for day long shifts Package Materials based on agency departmental personnel

Numbers Date - TBA upon receipt of materials

Partnership Materials Packing:

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Materials Packing & Distribution


Materials Packing Mechanics

Partnership Between Feds & Charities Purpose

Engage 20-35 demo group Meet their specific charitable giving needs Develop career donors

Initiatives Social Media Communications Develop Volunteer Partnership

Volunteer Opportunities Leadership Development

Norcal Initiative:Young Donors Cultivation

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Partnership Between Feds & Charities

Communication Initiatives

Social Media Communications

TWEETS

Facebook – pictures, comments, conversations

Develop Volunteer Partnership

Volunteer Opportunities – CFC posted calendar

Leadership Development – project/event leadership opportunities that can enhance professional resume

Young Donors Initiative:

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Speakers requests

Kick Off Ceremonies

Staff meetings

Commander’s calls

Speak present on behalf of all charities

Must sign MOU to become a speaker on behalf of CFC

Tell us…What’s your story”

CFC Presentations – Dos and Don’t of CFC Speakers

Most Frequently Asked Questions

Speakers

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This training is to help you understand more about the CFC so that you can represent your charity and the CFC appropriately.

Credibility ForContributions

Speakers Training Purpose:

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Introductions – Tell us … “What’s Your Story?”

Speakers Dos and Don’ts CFC Scope & ThemeCFC Materials Most Frequently Asked QuestionsQ & A

Speakers Bureau Objectives:

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Speakers selected by Federal personnel

Speak during staff meeting or at events

Speakers collect details from hub director, Loaned executive or agency coordinator

Best way to engage Feds

Speakers Bureau:

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Plan for speaking a maximum of 3 minutes

Give a personal overview: What’s your story? Why you got involved

“I’ve been involved with XYZ agency for X years. I became involved as a (recipient, volunteer, staff) because _______________.

Follow up with a brief agency overview:

For those of your unfamiliar with XYZ we provide programs and services to help ______________.

REGULATION:

Close: “XYZ agency is one of the many worthy CFC supported charities. Find one close to your heart and support it by giving through the CFC.”

Thank the audience and the keyworker for allowing you to share your story.

CFC Presentation:

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KEEP IT PERSONAL!

People give to a cause they identify with personally

People give to people

Tell a personal story about a client

Bring a client to tell their own story

Keep your “company story” very brief

Effective Speakers

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Smile and speak low and slow

Maintain eye contact – no reading!

Pay an honest compliment

Don’t be nervous – these folks admire the passion you show for your cause

Always speak from the heart

But remember this is not the time for an argument

Thank your audience more than once!!

Delivery Considerations:

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7% what you say

38% tone of voice

55% body language

They start off seeing you as an expert, don’t give them any reason to change their mind!

What Your Audience Notices

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DON’T use a PowerPoint or video to tell your story

DON’T ask for contributions to your agency

DON’T bring agency literature that solicits direct contributions

DON’T go long with your presentation

DON’T overload your audience with statistics

DON’T discuss politics, religion, or sexual issues

DON’T compare your agency’s services to another

Speakers Don’ts:

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Be prepared for questions – about your organization and about the CFC. Know the CFC! (www.opm.gov/cfc) - home page overview Know your audience. Bring a copy of the FAQs Can bring informative or educational material about your

charity but… Cannot ask directly for contributionsMust be left in back for people to pick up – may not

distribute

Speakers Bureau:

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http://www.opm.gov/cfc

Why do people give through the CFC?

They have received help from a CFC-eligible agency

They know someone else who has been helped by a CFC-eligible agency

They want to help others

CFC is a convenient way to make a difference

Why don’t people give through the CFC?

They weren’t asked

They feel pressured or can’t afford it

They dislike one of the CFC-eligible agencies

FAQS:

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Why should I give through the CFC?

Each CFC-eligible charity has been thoroughly screened by a committee of Federal employees, ensuring its legitimacy

Charities can rely on the annual, operational funding they receive through CFC contributions

Payroll deduction for Federal employees is only available through the CFC

Combining your contribution with your colleagues around the world, you are part of a greater impact

FAQs:

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Why isn’t my favorite charity part of the CFC?

All charities must apply to participate in the CFC – either nationally, internationally or locally

A committee of Federal employees reviews all charity applications for their compliance with OPM requirements and regulations

Why should I support the CFC when it has charities I don’t like?

All CFC-eligible agencies are selected objectively based on OPM requirements and regulations

CFC is a donor choice campaign; each donor chooses the charity they want to give to

FAQs:


What if I can’t afford to give right now?

Payroll deduction spreads smaller amounts throughout the year

Payroll deductions don’t begin until the January 2015

95% of contributions through CFC are payroll deduction

Is my contribution tax deductible?

100% of a contribution through CFC is tax deductible

In most cases, your pledge form and final pay stub of the year can serve for tax purposes

Contact CFC administration for tax letter

FAQs:

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Why should I give when I don’t use any of these charities?

You most likely have had contact with a CFC-eligible agency

Swimming lessons at the Y

Red Cross CPR class

Friends/Family with disease

Friends/Family in disaster

CFC-eligible charities improve communities for everyone

FAQs:

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2014

Norcal Region

2014 norcal region. barbara barfieldirma jones norcal campaign directoroperations manager...

Documents

cfc charities

cfc personnel

norcal region

charity application

charity choices

local charities

authorized charity fundraising

charities behalf events