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Rocky Mountain Region

Rocky Mountain Region. 2014. Welcome to the 2014 Rocky Mountain Combined Federal Campaign. Welcome:. Thank you for partnering with the CFC!. 2. CFC Training for Employee Campaign Chairs & Key Workers. Welcome:. Thank you for partnering with the CFC!. 3.

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Rocky Mountain Region

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  1. Rocky Mountain Region 2014

  2. Welcome to the 2014 Rocky Mountain Combined Federal Campaign Welcome: Thank you for partnering with the CFC! 2

  3. CFC Training for Employee Campaign Chairs & Key Workers Welcome: Thank you for partnering with the CFC! 3

  4. Our Rocky Mountain Regional Support Team Irma Jones, Operations Manager, Barbara Barfield, Campaign Director, Cari Allen, Campaign Coordinator, Jen Weems, Project and Redemption Manager, Chuck Bader, USPS Campaign Coordinator

  5. Barbara Barfield, Campaign Director 720-531-5501, peakcfc@comcast.net Cari Allen, Campaign Coordinator & Account Manager 720-352-5076, Cariallen@comcast.net Irma Jones, Operations Manager 720-999-2015, Irmajones53@comcast.net Chuck Bader, USPS Coordinator 719-232-3373, baderchuck@gmail.com Jen Weems, CFC Projects & Redemption Manager 415-571-4852jen.weems@yahoo.com PCFO Team 5

  6. CFC Facts • Rocky Mountain CFC • CampaignTeam Roles & Responsibilities • Campaign Timeline • Solicitation Tips, Tools & Activities • Break • Giving Methods • Pledge Collection & Reporting • PII & OSI Security • Tips & Tools • Q&A Overview Thank you for partnering with the CFC! 6

  7. Established by Executive Order in 1961. Signed by President John F. Kennedy • Only authorized charity fundraising in Federal workplace • 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. • Designation Campaign – not all charities receive funds • Each region sets Campaign Solicitation period sometime between September 15 – December 15 each year CFC FACTS Thank you for partnering with the CFC! 7

  8. WHY the CFC? • Choice – Employees designate to the charity than means the most to them • Convenience – Most agencies provide electronic pledging through payroll deduction which make larger gifts possible • Confidence - OPM and LFCC oversight; annual independent audit; random OIG audits Thank you for partnering with the CFC!

  9. Rocky Mountain Region • Approximately 42,000 Federal Employees in 20 counties • Raised $2.7 Million in 2013 and raise 95% of what was raised in 2012 even with Gov’t shutdown • Geographic campaign hubs: • Boulder & Northern areas • Downtown • Denver Federal Center & Lakewood • Buckley & Aurora • Larimer & Weld County • Hubs supported by PCFO with multi-agency kick-off events • Website: www.rockymountaincfc.org 9

  10. Executive Committee Regional Federal Agency Directors Rocky Mountain CFC LFCC Regional Military and Federal Agency Reps PCFO Board of Directors Campaign Director Employee Campaign Chairs Key Workers 1 per every 25 Other Volunteers Charitable Organizations Thank you for partnering with the CFC! 10

  11. Rocky Mountain CFC Show “It’s always personal” Meg Ryan & Tom Hanks in the movie “You’ve Got Mail” Video Clip Thank you for partnering with the CFC! 11

  12. 2014 Campaign Theme My Story…My Choice…My Pledge Website • Designed to connect federal employees with charity services and benefits. • This theme will be on all promotional material that goes to the Federal employees. 11 Thank you for partnering with the CFC!

  13. Rocky Mountain CFC Strategic Plan • Increase donor awareness • Educate donors on the impact, benefit and effectiveness of their contribution through the CFC • Integrate philanthropy as a missional value • Increase participation by attracting and cultivating new donors • Increase donations • Enhance the giving experience • Link donors and with charities 13

  14. Survey Results: • Things we learned from our Feds: • They see their job as a long term career. • They chose their job because of the mission of their agency and for job security. • They give to charities/causes that they identify with (78%). • They give to charities/causes if they know/meet someone dealing with that issue or someone in the organization. • They tend to give one time gifts or annually. CFC is exception – majority of contributions are monthly payroll deductions • They want to know their money is being put to good use, and not going to the administration. • They don’t have a lot of money, so they are selective. • They want to volunteer and get involved directly with the charity. Thank you for partnering with the CFC! 14

  15. Rule #1: Must Have Fun! Rocky Mountain CFC Rules Thank you for partnering with the CFC! 15

  16. Rocky Mountain CFC Rules Rule #2: Keep It Simple! Thank you for partnering with the CFC! 16

  17. Office of Personal Management Campaign Rules • 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 & OPM Memorandum OMP RULES Thank you for partnering with the CFC! 17

  18. Employee Campaign Chair (ECC) Key Workers (1:25) Administrative Assistant Finance Officer Events Coordinator Communications Coordinator Agency Heads support whenever possible Campaign Team Thank you for partnering with the CFC! 18

  19. Employee Campaign Chair (ECC) • Team Leader! SO, build your team • Delegator of responsibilities • Include Agency Heads in the campaign • Recruit, educate & train Keyworkers (1:25) • Recruit Volunteer Assistants (Finance, Communications, Events) • With your team, create the Campaign Plan for your Agency/Facility/Installation • Set Goals for awareness, participation, donations • Implement Campaign Activities • Motivate & Inspire your team and others to give • Plans Group Presentation – Invite Charity Speakers, Ask for employee testimonials, Hand out materials • Campaign Collection from Key Workers • Campaign Reporting • Campaign Follow Up Campaign Team Roles Thank you for partnering with the CFC! 19

  20. Campaign Team Roles Keyworker • Inspires & Motivates Giving • One-on-One Solicitation • One-on-One Follow up • Collect Pledge Forms • Prepare Reporting Envelope • Verify Contents with Finance Officer/ECC/IPO • Distribute Thank You Gifts • Donor Follow Up 20 Thank you for partnering with the CFC!

  21. Campaign Team Roles Administrative Assistant • Team Support • Assists Agency Coordinator/Chairs • Assists with coordination of campaign • Assists with delivery of materials • Assists with team contact information • Assists with campaign communications • Supports keyworker group meetings • Enlists charity speakers • Tracks all assigned unit information &activity • Create the Campaign Plan for designated Federal Agencies Thank you for partnering with the CFC! 21

  22. Campaign Team Roles Finance Officer • Collect Contribution Envelopes from Keyworkers • Verifies Content of each Envelope • Records Envelope Contents on Ledger • Reconciles myPay Donor Report (if applicable) • Processes NEXUS Payroll Contributions (if applicable) • Verifies EEX Contributions (if applicable) • Maintain PII Compliance • Provides Thank You Recognition Gifts at the end of the campaign Thank you for partnering with the CFC! 22

  23. Campaign Team Roles Events Coordinator • Helps to plan event for your agency kick-off • Books location • Promotes the events • Plans periodic smaller events throughout the campaign • Remember that you should have Paper Pledge Forms on hand at any event so that employees can designate their dollars to the charity of their choice • If you collect cash, use ONE paper pledge form to designate where that cash goes unless a donor wants their cash to go to a different charity • If you collect checks, use ONE paper pledge form PER CHECK to designate what charity will get those funds Thank you for partnering with the CFC! 23

  24. Campaign Team Roles Communications Coordinator • Reads & uses info from weekly emails from your Account Rep with new, updates, financial totals to send to employees • Emails weekly updates to all employees • Sends information about kick off events • Sends information out about deadlines • Emails news about the campaign Thank you for partnering with the CFC! 24

  25. Six Week Solicitation Outline (Most Effective & Efficient) • Ideal Solicitation Period (6 weeks from Oct 1-Nov 15) • 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! 25

  26. SEPTEMBER - Campaign Planning Decide who you need on your team Recruit & Train Team Send Key Workers to training (see website for date/locations close to you) One Keyworker for every 25 staff is good so that not one person is doing too much Consider a Finance Coordinator, Events Coordinator, and/or Communications Coordinator for bigger agencies to help. Events Committee - Ask former ECCs or Key Workers to serve this way Campaign Activities Thank you for partnering with the CFC! 26

  27. OCTOBER – AWARENESS & OPPORTUNITIES • Schedule pickup of Campaign Materials (brochures, paper pledge forms, envelopes, pens) • Materials will be available starting Sept 29 at the DFC or at Hub kick off events (USPS can be picked up or will be mailed) • Attend HUB Kick Off Event with your team • Plan and execute your own mini kick-off event and invite a few charities to come and speak • Weekly turn-ins begin Oct 14 Campaign Activities 27 Thank you for partnering with the CFC!

  28. NOVEMBER – PROMOTION & COLLECTION • Get your Give On-line mid-campaign National Blitz will run the week of Nov 17-24. • More tools and details to follow. • Continue to collect donations. Campaign Activities 28 Thank you for partnering with the CFC!

  29. DECEMBER – COLLECTION & REPORTING • Hero Nominations are due Friday, December 12. Forms can be found on the website • http://www.metrodenvercfc.org/_root/index.php?content_id=5213 • Names of all ECCs, Key Workers and Other Key Volunteers should be submitted to your Account Representative for Certificates of Appreciation by December 12 • FINAL turn-ins should be the week of December 15-19 Campaign Activities 29 Thank you for partnering with the CFC!

  30. DECEMBER – COLLECTION & REPORTING • December 1- December 12 • Theme reminder – “Have you thought about your story” • Season of giving reminder • Tax Deduction reminder • Contribution cut off reminder • Electronic giving will be turned off COB Dec 15 reminder • Last call to submit your pledge reminder Campaign Activities 30 Thank you for partnering with the CFC!

  31. JANUARY 2015 – CELEBRATE • Attend Campaign Celebration • Invite your team • Invite key leadership or donors who would enjoy getting a big picture of the CFC • Pick up your Donor Appreciation Gifts, Certificates of Appreciation, Agency Awards at one of the HUB celebration events. Campaign Activities 31 Thank you for partnering with the CFC!

  32. PROMOTION • Hang Posters/Flyers • Email Blasts & Internal Newsletters with stories, updates, news • Distribute materials (brochures & paper pledge form) • Plan your own agency kick off • Do a fun activity every week to keep CFC in front of staff • Show “I Make It Possible” video at a staff meeting • Have a staff member share why they are involved • Invite a charity member (or a few) to come speak at an organized meeting. Use the “Preferred Speaker List” on the website (Available after Sept 19) • Show a charity slide show (download from the website) • Use the www.rockymountaincfc.org website to introduce people to on-line giving Thank you for partnering with the CFC! 32

  33. PROMOTION • TOOLS TO USE • Our website has all the tools you need to promote your campaign. • CFC Handbook for ECCs and Key Workers • Posters • Poster Back Thermometer • Event Flyer for Kick-Off Fairs • Promotional Videos • Training Videos • Brochure • Pledge Forms (For print or PDF to Fill-in) • Mid-Campaign Blitz info • Final Campaign Blitz info Thank you for partnering with the CFC! 33

  34. Poster Thermometer Materials Thank you for partnering with the CFC! 34

  35. Promotion of CFC “I Make It Possible” Training your agency “More Than Just a Bill” Both are available on by clicking on the title, on YouTube.com or on our website www.rockymountaincfc.org Or the CFC National Foundation website CFC Today 2014 Video Options: Thank you for partnering with the CFC! 35

  36. Campaign HUB Events • Boulder Kick Off, Boulder, CO – NOAA Facility • Tuesday, September 30 @ 11:30am – 1:00pm • Downtown Denver Kick Off, Denver, CO – • Wednesday, 10/1@ 11:30am – 1:00pm (Rain Day 10/8) • Denver Federal Center, Lakewood, CO – • Thursday, 10/2 @ 11:30am – 1:00pm (Rain Day 10/9) • Weld/Larimer County Kick Off, Ft. Collins – • Tuesday, 10/7@ @ 11:30am – 1:30pm • Buckley Air Force Base, Aurora, CO – • Wednesday, 10/15@ 11:00am – 1:30pm (Rain Day 10/30) Thank you for partnering with the CFC! 36

  37. Rocky Mountain Combined Federal Campaign 2014 Boulder Area CFC Kick-Off and Charity Fair “Making it Personal” Tuesday, September 30, 2014 11:30am-1:00pm South Lawn of the NIST Library • Lunch available for pre-order, pre-purchase from Boulder Labs Cafeteria • Visit with over 100+ charities • Give-away and prizes awarded • For more information, contact your Key Worker or visit our website www.rockymountaincfc.org

  38. Boulder Fair

  39. Downtown Fair Thank you for partnering with the CFC!

  40. Denver Federal Center

  41. Buckley Fair Thank you for partnering with the CFC!

  42. Agency Awards • Gold, Silver & Bronze Awards • Formula based on raised funds from last year and current employee counts • Awards are given to those that reach 75% of award criteria • Benchmark: 5% above 2013 campaign • 75% of Benchmark – Bronze award • 100% of Benchmark – Silver award • 125% of Benchmark – Gold Award Agency Awards Thank you for partnering with the CFC! 42

  43. Campaign Celebration: Celebrating Our Campaign Olympians Thank you for partnering with the CFC! 43

  44. Campaign Celebration: Thank you for partnering with the CFC! 44

  45. 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! 45

  46. What worked and didn’t work??? • Your Tips - Discussion • Your Tools - Discussion Solicitation Tips & Tools Thank you for partnering with the CFC! 46

  47. 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 • Mystery Auction • Bake Sales/Burrito Sales • Penny Drive • Motorcycle Ride • Pie in the Face • Jeans or Sports Gear on Fridays • Ice Cream Social/Sundae Bar Ideas from Last Year Thank you for partnering with the CFC! 47

  48. Stretch Break What will I miss if I go to the Bathroom?! Thank you for partnering with the CFC! 48

  49. Universal Giving • Beginning with the 2014 Combined Federal Campaign, all campaign regions must offer donors the opportunity to give through Universal Giving—the ability to donate to any national, international, or local charity participating in the CFC. • Universal giving provides federal employees with the option to give to any participating CFC charity they choose, without regard to geographic boundaries. • Universal Giving is available in the Federal eGiving portals—Employee Express (EEX) and myPay, and CFC NEXUS platforms on-line. • For traditional paper pledging the universal charity list is located on the OPM website: • Universal Giving Search Tool 49

  50. STEP ONE - PICK YOUR PLATFORM Your first step in the pledging process is to find out what giving method your Agency participates with – Paper Pledge Forms. myPay Employee Express (EEX) Nexus GIVING THROUGH THE CFC 50

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