2017 CFC of Virginia and Albemarle Bay Keyworker Training
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2017 CFC of Virginia and Albemarle Bay Keyworker Training
Want to make an impact in the world around you?
Give to a cause you care about through the CFC. You can even volunteer. It’s
that simple.
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01 CFC 101
03 Campaign Materials
02 Role and Responsibility
05 Follow Up
Training Agenda
04 Make the Ask
CFC 101
ROLE AND RESPONSIBILITIES
CAMPAIGN MATERIALS
MAKE THE ASK
FOLLOW UP
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CFC - 101
THE HISTORY AND TRADITION OF THE CAMPAIGN AND WHAT’S NEW AND CHANGED FOR 2017
CFC Timeline
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President Kennedysigned Executive
Order 10927 paving the way for a
combined campaign.
1961
Pilot programs of “combined”
campaigns were tested in six cities.
1964
The CFC was fully implemented
nationwide.
1971
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400,000+ Federal employees raised more than $167
million for 20,000+ charities.
2016
New regulations in effect governing the campaign.
2017
CFC TimelineToday
$8.2BContributed since 1961
2017 Campaign Dates:Oct. 2, 2017 – Jan. 12, 2018
How the CFC Works
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Charities Beneficiaries
Decide to donate
online or with a pledge
form
Chooseone or more organizations
supporting your cause
Select a payment
method
Charitiesreceive
funds during the year
Beneficiariesare given
help + hope
Why give through the CFC?
Payroll or annuity ALLOTMENT
Multiple CHOICES
REGULATED program
Ability to give ANONYMOUSLY
CONVENIENT to support multiple charities
COLLECTIVE power of contributions
Support agency GOALSpage9
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CFC of South Central Virginia and Albemarle BayMade up of five different CFC regions that have come together
FormerCFCRegionTotalPledged
TotalEmployees Donors
ThomasJeffersonAreaCFC $103,660 3,080 176VirginiaPeninsulaCFC $1,035,588 28,480 2,731SouthHamptonRoadsCFC $2,857,470 106,975 9,122CentralVirginiaAreaCFC $696,006 28,272 1,964CFCofSouthwestern- CentralVirginia $52,043 538 111
CFCofVirginia&AlbemarleBay $4,744,767 167,345 14,104
CFC of South Central Virginia & Albemarle Bay
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What’s New for 2017
All contributions must be designated to a charity.
GIVING PORTAL RETIREE GIVINGVOLUNTEERING
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All contributions must be designated to a charity.
What’s Changed for 2017
No more…
CASH CONTRIBUTIONS
FUNDRAISING EVENTS
UNDESIGNATED PLEDGES
Events• Fundraising events
prohibited
• All events must have educational component
ü Awareness/ Education (kickoff, charity fair, charity tour)
ü Special Events (contests, promo day support, motivational speakers, volunteer day)
ü Recognition (finale, awards ceremony, milestone party)
The Requirement
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100% Informed Opportunity to Give = The Most Help for People In Need
Donor Appeal
LeadershipSupport
Motivated Campaign Workers
CFC Success
Theme
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Messaging
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GIVE online or via paper pledge form.
VOLUNTEERto share your time and talent with your favorite charity.
TELL YOUR CFC STORYto inspire others to participate in the campaign.
“I have a brother with Down Syndrome. For as long as I can remember, he’s been playing baseball. These sports programs can increase confidence, independence and fitness.”
Mary CoatsU.S. Department of Health and Human Services
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Role/ResponsibilitiesYOU ARE THE KEY TO CAMPAIGN SUCCESS
Keyworker Qualification Test
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Steps to Campaign Success
Prepare
Make the Ask
Follow-Up
Recognize
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Additional Responsibilities
q Make your own pledge so you will understand what you are asking others to do
q Keep your leadership informed and involved
q Participate in campaign events
q Publicize the campaign in your area
q Connect with the campaign via social media
q Promote and participate in CFC promotional days
q Attend weekly meetings
q If pledge forms are submitted to you directly, promptly deliver them to your Campaign Manager.
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Sample Paper Pledge Form
Common Pledge Form Errors
q Illegibleq Total Gift and charity designation amount do not
matchq Funds are not designated to a valid CFC charityq Reporting unit number/name is missingq Authorization section is not signedq Social Security number is partial or missing
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Online Giving Steps
1. Go to opm.gov/showsomelovecfc to create an account
2. Click “Pledge Now” and search for charities3. Click “Add” to select a charity and click “Checkout”4. Select your payment method and frequency5. Designate your gift to your selected charities6. Share your personal information or remain
anonymous7. Review your pledge for accuracy8. Print the confirmation for your records
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MAKE THE ASK
YOUR MOST IMPORTANT RESPONSIBILITY
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Preparation
Before you can start talking to your co-workers about the CFC, you need to be:
All contributions must be designated to a charity.
CONFIDENTEXPERIENCEDKNOWLEDGEABLE
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The ASK
TELL your story.
EXPLAIN the benefits of the CFC.
ASK some questions.
INVITE your co-workers to pledge.
THANK them for their time.
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DO NOTDO
Promote voluntary giving
Encourage donors to select a cause
Recognize and thank donors
Do not use coercion - it is not tolerated
Do not show favoritism to a particular charity
Do not create lists of non-donors or share a list of donors with management.
Important Guidance
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CAMPAIGN MATERIALS
THE TOOLS TO HELP YOU GET THE JOB DONE
Charity List
This hard copy brochure contains much more than just the list of CFC-participating charities. It has information for donors about the campaign as well as FAQs.
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Pledge Form
Contributors are encouraged to use the new online giving portal this year, so the use of paper pledge forms is expected to decrease.
Donor Card–Kickoff The donor cards are designed to be used while making the initial in-person ask. They are a leave-behind tool with information about the campaign and how to pledge.
Why give through the CFC?
Payroll or annuity ALLOTMENT
Multiple CHOICES
REGULATED program
Ability to give ANONYMOUSLY
CONVENIENT to support multiple charities
COLLECTIVE power of contributions
Support agency GOALSpage33
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Will you join me in making a pledge?
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PRACTICE• Tell your story.• Explain the benefits of the CFC.• Ask some questions.• Invite them to participate.• Thank them for their time.
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FOLLOW UP
PEOPLE NEED REMINDERS
Donor Card –Mid-Point This card is ideal to use in conjunction with the CFC Show Some LovePromotional Day on November 2.
• Distribute them.• Encourage people to take
selfies with them.• Post them an a Cause
Wall in your office.
Donor Card–Closing Days
Use this card to follow up with donors toward the end of the campaign about making a pledge, especially those who might be on the fence about giving.
Digital ResourcesThere are additional resources available to you on the website:
• Infographics• Email templates• Social media shareables• Flyers• Federal employee/retiree
stories
General Posters
Hang these posters in high traffic areas to serve as billboards for the campaign.
Barometer Poster
The Barometer Poster allows you to manually track campaign progress in your area.
TIP: Wait a few weeks into the campaign to unveil this poster. That way, you will already have momentum to show.
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Promotional Tent Cards
Use these in common office areas to increase campaign awareness. Tent cards feature Federal employees/retirees and their CFC stories, as well as ways to engage with the campaign, like the promotional days.
Thank You Card
This should be provided as promptly as possible to contributors in your area. You can customize it by adding a personal note.
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Questions?
THANK YOU
For more information, be sure to visit [www.cfcvab.org] or
facebook.com/cfcvab
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