ECC & Keyworker Training

1. ECC & Keyworker Training 2013

2. CFC • Established by Executive Order in 1961. Signed by President John F. Kennedy • Largest workplace giving campaign in the world and only campaign authorized to solicit and collect contributions from federal employees on behalf of charitable organizations • Only authorized solicitation of Federal employees on behalf of charities • Designation campaign Thank you for partnering with the CFC! 2

3. CFC Strategic Plan • Stephen Covey – The 8th Habit “From Effectiveness to Greatness” • Create culture for giving • Create campaign ownership • Educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness) • Integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.) • Increase participation by attracting/cultivating new donors • Increase donations • Enhance the giving experience • Link donors and human health & welfare program recipients 3

4. PCFO Team 2013 Eddie Bracken, Chairman of the Board, Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator, Jen Weem, Electronic Giving Coordinator, Chuck Bader, USPS Campaign Coordinator

5. PCFO Contact Info Barbara Barfield - Campaign Director719-531-5501 BarbaraBarfield@FESforCFC.org Irma Jones - Campaign Operations Manager 720-999-2015 IrmaJones@FESforCFC.org Cari Allen - Campaign Coordinator720-352-5076 CariAllen@FESforCFC.org Chuck Bader - USPS Account Manager 719-232-3373 ChuckBader@FESforCFC.org Anita Obando – Larimer & Weld Counties 719-999 -1015 AnitaObando@FESforCFC.org Jennifer Weems – Gift Redemption Manager 415-571-4852 jenweems@FESforCFC.org 5

6. CFC Strategic Plan • Strategic Plan Implementation Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet—therein lies your voice, your calling, your soul’s code.” Thank you for partnering with the CFC! 6

7. CFC Strategic Plan • The 8th Habit Applied: “Find your voice”… Thank you for partnering with the CFC! 7

8. CFC Strategic Plan • The 8th Habit Applied: “…and inspire others to find theirs.” Thank you for partnering with the CFC! 8

9. CFC Timeline • Plan for a “campaign solicitation window” • Establish a “clear” Kick-off and closing date • Schedule meetings to collect contributions and to evaluate what’s working and what’s not working Thank you for partnering with the CFC! 9

10. Recommended Six Week Solicitation Outline • (Most Effective & Efficient) • Solicitation: • Week 1 – 100% Awareness • Kickoff Event/Activity • Week 2 – 100% Opportunity • Group Presentation • Week 3 – 100% Follow Up • Collect Pledges • Week 4 – 6 Follow Up and answer questions Campaign Timeline Thank you for partnering with the CFC! 10

11. Themes: 11

12. OPM Campaign Rules • 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 • OPM Directives • OPM Memorandum CFC Regulations Thank you for partnering with the CFC! 12

13. Employee Campaign Coordinator (ECC) or Military Installation Project Officer (IPO) • Department or Mission Element Project Officers • KeyWorkers (1:25) • Event & Activities Volunteers • Finance Officer//Payroll Coordinator • Event Participants • Other Volunteers Campaign Team 13 Thank you for partnering with the CFC!

14. Campaign Team Best Practices • Secure Top-Down Support • Set a Timeline and Goal • Create Awareness • Coordinate a Solicitation Process • Incorporate Fun • Say “Thank You” Thank you for partnering with the CFC! 14

15. Employee Campaign Coordinator (ECC) or Installation Project Officer (IPO) • Team Leader! • Recruit the Department/Division Team • Inspire • Motivate • Create the Campaign Plan • Plan, organize & host a promotional event • Distribute Materials to Keyworkers • Campaign Reporting • Campaign Follow Up Campaign Team Roles 15 Thank you for partnering with the CFC!

16. Campaign Team Roles Keyworker • Personally contact each employee you serve • Distribute campaign materials • Discuss importance of charity needs • Solicit contributions • Collect pledges • Report pledges • Pledge follow up • Award distribution Thank you for partnering with the CFC! 16

17. Solicitation Tips • Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with 4 – 6 weeks of solicitation • Your Tips - Discussion • Your Tools - Discussion Thank you for partnering with the CFC! 17

18. Solicitation Tips • Tips • The Number One Reason People don’t Give…they weren’t asked • Ask sincerely • Discuss reasons for giving • Personal, Family, Friend Service/Benefit Impact • Pay Forward – Future Impact • Encourage Payroll Deduction • Remain available as a resource • Say “thank you” often Thank you for partnering with the CFC! 18

19. Tools • CFC Website: www.rockymountaincfc.org • Searchable Chariy Database • Links to online giving sources ( NEXUS, EEX, myPay) • PDF Brochure Fill in Pledge Form • All Support materials • All Training materials • Links to OPM • Links to CFC National Foundation Website Solicitation Tools Thank you for partnering with the CFC! 19

20. 2013 Video Options: • Tools • Training – “More Than Just a Bill” • Answers FAQs • Promoting – “Thank you Feds” • Promoting – “I Make It Possible” • link to CFC National Foundation website CFCToday: • http://www.cfctoday.org/_root/index.php?main_menu_id=1&content_id=5259 Thank you for partnering with the CFC! 20

21. Promote Campaign: 24 Sept – 15 Dec • Posters/Flyers • Email Blasts • Contests • Internal Newsletters • Website Solicitation Activities Thank you for partnering with the CFC! 21

22. Promotional Materials Poster Flyer Rocky Mountain CFC www.rockymountaincfc.org Get Your Give ON-Line Thermometer Thermometer Thank you for partnering with the CFC! 22

23. Solicitation Activities • Promote Campaign • Charity Fairs Thank you for partnering with the CFC! 22

24. Solicitation Activities • Promote Campaign: 24 Sepr – 15 Dec • Staff Meetings or Commander’ Call • “Mini Kick-Offs” at Staff Meetings or Commanders Calls • Target timeframe: Oct • Videos • Thank You Feds video • I Make It Possible • Invite Speakers • Charity Speakers list – www.norcalcfc.org – currently under construction • Terri’s Poem – Posted on website • Peer Testimonials 24 Thank you for partnering with the CFC!

25. Mid Campaign Blitz: Oct 21 - 25 • Get Your Give ON-Line • Campaign Theme National promotion • Keeps Campaign Momentum Strong • Simplest means of giving • CFC Nexus • myPay • Employee Express • Toolkit provided • Fun Reminder to complete pledging • Second opportunity for campaign marketing: • E-blast postcard reminder Solicitation Activities Thank you for partnering with the CFC! 25

26. Final Blitz • December 1- December 15 • It’s about the NEED theme reminder • Season of giving reminder • Tax Deduction reminder • Contribution cut off reminder • Electronic giving will be turned off COB Dec 15 • All Contributions Received by UPO: December 16 • Ensure totals for Awards have been submitted • Final Turn-Ins scheduled with PCFO Account Managers • Dec 16- 20 Solicitation Activities 26

27. Solicitation Activities • Best Practices • Chili Cook-Off/ Crock Pot Cook-Off with different categories • Candy Grams • Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest • Scavenger Hunt • 5K walk or run • Silent Auction/Basket Auction • Bake Sales/Burrito Sales • Penny Drive • Motorcycle Ride • Pie in the Face • Jeans or Sports Gear on Fridays • Ice Cream Social/Sundae Bar Thank you for partnering with the CFC! 27

28. Giving Methods • CFC Rocky Mountain CFC Paper Pledge Form • Online: Employee Express or myPay • Online: CFC Nexus • Mobile Pledging • Credit Card Giving 28

29. Giving Methods • Reoccurring Gift: • Payroll Deduction – 95% of campaign • Employee Express – Participating Federal agencies • myPay • DoD Military and Active Duty Civilians • Independent Defense Agencies • EPA, Dept of Energy, HHS, VA • Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC! 29

30. Giving Methods • One Time Gifts: • Credit Card • Nexus • Cash, Check • Nexus • Traditional pledge form (hard copy or PDF) Thank you for partnering with the CFC! 30

31. Pledging Materials Get Your Give ON-Line One time credit card, cash or check __ __ __ __ __ __ __ __ __ __ Turn in the portion of form to Keyworker Reoccurring Payroll deduction Installation: ___________________ Donor: _____________________ Unit Name: ____________________ Unit Code: __________________ Gift Level: General Patriot (one hour’s pay per pay period) Hero(two hour’s pay per pay period) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Donor Appreciation Awards Pledge Form Reporting Envelope Appreciation Award Confirmation 31

32. Pledging Pledge Form Pledge Form Thank you for partnering with the CFC! 32

33. Pledging • Traditional Form IG Audit Findings: • Illegible, ff it is unreadable, the pledge may not be processed correctly • Monthly gift is listed as the annual gift • Designation to an invalid code; pledges can oly be made to agencies listed in this region’s brochure • From isn’t signed; payroll deduction cannot be authorized if the form isn’t signed • Social security numbers is not provided; payrol deduction can not be authorized without the SSN; USPS employees may use their Employee ID#. Thank you for partnering with the CFC! 33

34. Pledging • Online Assisted Giving: • NEXUS Online: Available to anyone • Rocky Mountain CFC Website links to NEXUS • NEXUS Training: videos, Word doc & PDF https://www.cfcnexus.org/_root/ • Pledging Overview • One Time Contribution - Cash, Check, • One Time Credit Card – 3% third party convenience banking fee • Continual Gift – Payroll deduction (must renew annually, print & submit form) • Register • Search for charities • Complete Pledging • Confirmation 34

35. CFC NEXUS • Pledge Training link:https://www.cfcnexus.org/_root/ 35 Thank you for partnering with the CFC!

36. CFC Nexus • CFC NEXUS • Pledging • Demo Link: https://www.cfcnexus.org/_root/ • Opportunity for Coordinator or Keyworker to try out the pledging process by creating a “fake” pledge on the demo account. Thank you for partnering with the CFC! 36

37. CFC NEXUS Overview 1. Registration 37 Thank you for partnering with the CFC!

38. CFC NEXUS Pledging 1. Registration Thank you for partnering with the CFC! 38

39. CFC NEXUS Pledging 2. Login Thank you for partnering with the CFC! 39

40. CFC NEXUS Pledging 3. Pledging 40 Thank you for partnering with the CFC!

41. 3. Pledging CFC NEXUS Pledging Payroll Deduction only one for NOW Monthly amount Civilian or Military You must agree to terms! Thank you for partnering with the CFC! 41

42. CFC NEXUS Pledging 3. Sign Pledge Thank you for partnering with the CFC! 42

43. CFC NEXUS Pledging 43 Thank you for partnering with the CFC!

44. CFC NEXUS Pledging SPECIAL INSTRUCTIONS Please make sure you print your pledge and turn your pledge with cash or check into your keyworker. Keyworers will turn your form in to your payroll office. Thank you for partnering with the CFC! 44

45. CF NEXUS Pledging SPECIAL INSTRUCTIONS Credit Card contributions: -Fill in thank you gift award information online -Complete thank you gift confirmation form and submit to keyworker. Pledge will be processed by your bank card. Thank you for partnering with the CFC! 45

46. CFC NEXUS Pledging 4. Confirmation Thank you for partnering with the CFC! 46

47. CFC NEXUS Pledging 4. E-mail Confirmation Thank you for partnering with the CFC! 47

48. Mobile Pledging • Ways to Contribute • NEXUS Mobile Application Online: • Same process • NEXUS Demo: www.cfcnexus.org/_root/mobile/ Thank you for partnering with the CFC! 48

49. Pledging Ways to Contribute • Employee Express Overview – • Reoccurring payroll deduction only • Check to see if your agency uses Employee Express for your benefits administration (a list is available at cfcnorcal.com) • Log into your Employee Express account to make a pledge • Employee Express pledging closes on December 15, 2013 49

50. Pledging • Ways to Contribute • Employee Express • Only participating agencies that have paid for the module • Demonstration: A Demonstration Account is available for all to familiarize Federal users with the CFC-EEX E-Pledge system. Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444 (Local charities for this account are in the Atlanta campaign.) Thank you for partnering with the CFC! 50