2017 Keyworker Training Guide Combined Federal Campaign-Overseas

Transcription

1 2017 Keyworker Training Guide Combined Federal Campaign-Overseas cfcoverseas.org

2 Show Some Love as a Keyworker ABOUT THE CFC The Combined Federal Campaign (CFC) was created to connect Federal employees to those in need through charitable organizations that bring help and hope. Over the past 56 years, it has become an American tradition and exposes thousands of charitable organizations to hundreds of thousands of potential contributors they might otherwise never be able to reach. CFC regulations require that every Federal employee be given the opportunity to participate in the campaign and encourage collecting the greatest amount of charitable contributions possible. Participation is strictly voluntary. No coercion is tolerated. YOUR ROLE Welcome to the 2017 Combined Federal Campaign (CFC)! Thank you for serving as a Keyworker. You will be joining thousands of Federal employees to help implement the campaign and raise millions of dollars for those in need. As a Keyworker, you represent the thousands of charitable organizations that depend upon the support they receive from the CFC every year. Additionally, this is a positive professional opportunity for you to increase your visibility, network within your agency, and hone your leadership skills. Your primary responsibility is to inspire your co-workers to Show Some Love to their favorite charitable organizations by making a contribution through the CFC. Follow these steps to create a successful campaign: Attend a training session. Learn about the great benefits of the CFC and how to confidently ask your coworkers to donate. They can even pledge volunteer hours this year! Get your supplies. Work with your Community/Area Project Officer (CAPO) to ensure you have enough donor cards, charity lists, pledge forms, etc. Utilize the general posters, progress poster, and table tents to publicize the campaign in your unit. Make the ask. Talk to your co-workers in person about the campaign, and ask them to Show Some Love to their favorite charitable causes through the CFC. Follow up. After being invited to participate in the campaign, your co-workers might have questions or simply need a reminder to complete their pledge. We have tools (donor cards and templates) to make this easy. Submit completed paper pledge forms and report contact. Encourage donors to promptly deliver them to your CAPO or designated drop-off location. If pledge forms are submitted to you directly, store them in a secure location until you are able to deliver them to your CAPO. Even if no pledge forms are submitted to you, remember to report the number of co-workers contacted in your unit each week. Recognize those who give. Always thank your co-workers for their time. Distribute donor and first-time donor recognition items promptly. 1 More resources at cfcoverseas.org

3 KEYWORKER CHECKLIST CAMPAIGN PROMOTIONAL DAYS Stay on track and complete the following tasks to ensure a successful campaign and receive a Certificate of Achievement signed by the Oct. 16, 2017 Promotional Day #1: Deputy Secretary of Defense. Kickoff Event Celebrate the kickoff of Before the Campaign Begins (August September) the campaign at your Supply your contact information to your CAPO installation. Attend Keyworker training Nov. 2, 2017 Promotional Day #2: Assist with publicity efforts in your unit Show Some Love Day Participate in the kickoff event Tell your CFC story by sharing your cause board During the Campaign (October December) and why the campaign is Ask each potential contributor in your unit if they would like to important to you. make a pledge through the CFC Nov. 28, 2017 Promotional Day #3: Connect with CFC-O social media via Facebook Giving Tuesday Encourage donors to submit completed pledge cards directly Help make this the single to the CAPO or to a designated drop-off location on your largest online donation day installation of the campaign by making a If pledge forms are submitted to you directly, verify them for gift on the website. accuracy, store them securely, and deliver them promptly to Dec. 5, 2017 Promotional Day #4: your CAPO International Volunteer Day Thank all contributors for participating Donate your time by Ensure first time contributors receive a cell phone pocket and all volunteering with a other contributors receive a Show Some Love coaster (Note: if a participating charity. donor requests a specific recognition item, you are authorized to give it to them, while supplies last.) NEW FOR 2017 There are several exciting new additions and changes to the campaign this year. ADDITIONS Centralized giving platform. All contributors will now be able to pledge via a single pledge portal to give online. Volunteerism. Federal employees will now be able to pledge volunteer hours in addition to monetary donations. Retiree giving. Federal retirees are now invited to continue to support the charitable causes that are important to them through the CFC by making a donation through their Federal annuity. CHANGES No undesignated contributions. Contributors will no longer be allowed to leave a donation undesignated. They must select one or more charities to receive their funds. Campaign events. New regulations prohibit cash fundraising events. However, events that train and motivate campaign workers, educate contributors about the campaign or its participating charities, or celebrate the success of the campaign (such as kickoff events, rallies, charity fairs, awards ceremonies, and finale events) are still strongly encouraged. No cash contributions. Donating with cash is no longer permitted. More resources at cfcoverseas.org 2

4 Tell Your Story and Ask Your Co-Workers to Show Some Love Nothing is as effective as talking with people about the campaign in person and asking them to consider joining the tradition of hundreds of thousands of Federal employees who support their favorite charities through the CFC each year. Using a personalized, story-based approach can be powerful and very effective. DEVELOP YOUR PERSONAL STORY BY ANSWERING THE FOLLOWING QUESTIONS. Which charitable cause is most important to you? Why is this cause important to you? How can funding from the CFC impact this cause? ASK YOUR CO-WORKERS TO GIVE. TELL YOUR STORY. Put your responses together to use as your personal story. It might be something like this: 1 The charitable cause that is most important to me is cancer research. Several years ago, I was diagnosed with Lymphoma. If I had gotten that diagnosis 20-years ago, I might not be alive today to talk with you. I am so thankful for the tremendous amount of cancer research and medical advancements that have occurred over the past few decades. But there is still a lot of research that needs to be done, which is why I choose to give to cancer research charities. 2 EXPLAIN 3 THE BENEFITS OF THE CFC. Say something like: The beauty of the Combined Federal Campaign is that we can each choose the cause that is most important to us. The CFC allows us to give via payroll allotment, which lets us give a little each month and makes it easy to give to multiple charities at once. I also love being able to give anonymously. My gift goes to the charities I choose, but not my name or contact information, unless I want it to. And all of our contributions added together really make a difference. Did you know the CFC raised $167 million last year? Did you know that this year, in addition to giving money, we can also pledge volunteer hours? ASK ABOUT THEIR FAVORITE CAUSE. Ask your co-worker if they have a favorite charitable cause of their own and get them to explain why. Listen to their answer! They may end up convincing themselves to give. 3 More resources at cfcoverseas.org

5 STEP FOUR: INVITE. Invite your co-workers to join you in making a pledge through the CFC. I made my pledge yesterday using the new giving portal at opm.gov/showsomelovecfc. It was really easy. I gave via payroll deduction, but you can also give using a credit card, debit card, or bank account. Will you consider making a pledge of your own this year? In addition to giving money, you can also pledge to volunteer with a participating charity. I am going to leave this card with you that has the web address and some other information, and I will follow up with you next week to see if you have any questions. STEP FIVE: Thank your co-workers for their time. Thanks for giving me the time to talk to you about this. Again, let me know if you have any questions. And if you do make a pledge, be sure to let me know because I have a recognition item for you. TIPS FOR MAKING THE ASK: Practice! Work with another Keyworker and practice telling your stories and asking each other to make a contribution. You can also practice with family, friends, or even in front of a mirror. Start out with success by asking people you think are highly likely to say yes. Personalize the ask by talking about causes you know your co-worker is interested in. FOLLOW UP Many people say yes and then get busy or forget to actually visit the giving portal and make a pledge. Others say maybe because they need time to think it over or talk with their family. In either case, they typically welcome a friendly follow-up. Research has shown that donors often need four to six touchpoints before they give. We have some tools that will help you naturally and easily follow up with your co-workers. Use the donor cards developed for the mid-point and final days of the campaign to physically visit with your co-workers again. Use the opportunity to ask if they have any questions about the campaign or if they have had a chance to try the giving portal. While having an initial conversation in person is important, some follow up can be done virtually. Visit the website to download templates you can customize and send to your co-workers throughout the campaign. Remember the CFC is voluntary. No coercion is tolerated. So, if a co-worker says no that is okay! Disaster relief is dear to my heart. CFC charities provide support and resources for communities impacted by disasters and other causes. They are awesome. I am compelled to give every year to help people in need and the many causes that need financial support. Sophia Stampley U.S. Postal Service More resources at cfcoverseas.org 4

6 HOW TO ANSWER COMMON QUESTIONS I heard a lot of money goes to administrative overhead instead of charities. Is that true? 1 Not at all. All fundraising has some administrative overhead. It takes money to advertise, pay staff members, print materials, process campaign donations and send distributions to charities. The CFC works to keep costs as low as possible. Charities know that participating in a big campaign like the CFC is often more cost-effective than many direct solicitation methods. 2 3 Why wouldn t I give directly to the charity? Of course you are more than welcome to give directly to any charity you choose, but there are some definite benefits to making your philanthropic donations through the CFC: the convenience of making one donation and supporting several different charities all year long; the confidence to give through a program that is regulated and audited; the choice of several different pledge options and thousands of approved charities. Through the CFC, you have the option of giving via payroll allotment which means your funds are withheld a little each month, adding up to a significant donation by the end of the year. Plus, making your charitable contribution through the CFC helps to support our unit s efforts. There are so many charities it is easy to get overwhelmed. How do I know which one to choose? Choosing a charity to support is a personal decision. Some donors like to give back to charities that have helped them or a loved one in the past. Others like to make the selection a family affair and let each member of their family choose a charity from the list. But, I completely understand what you mean about it being overwhelming! One thing you can do to narrow down the options is to use the online charity search and enter a cause. COMMON PLEDGE FORM ERRORS Illegible Total gift and charity designation amounts are not the same Funds are undesignated (all funds must be designated using a 5-digit code) Reporting unit name/number is missing Authorization portion is NOT signed Social Security number is missing for a payroll allotment (Social Security number not needed for those giving by personal check) 2017 CFC SAMPLE PLEDGE FORM Please fill in with red or black ink All Paper Pledge Forms should be mailed to: CFC Processing Online pledges are accepted through 01/12/2018 by Center, P.O. BOX 7820 Madison, WI and must be visiting opm.gov/showsomelovecfc must be post marked by 01/12/2018 FEDERAL EMPLOYEES ONLY Primary Address Secondary Address First Name Last Name Your Department Your Agency Your Office Donor Type Work Zip Code Military Civilian Postal I m located in a foreign territory without a ZIP Code Home Address City State Zip Code SSN Required if electing Payroll - - DESIGNATED PLEDGE: To designate to one or more Charities or Federated groups, fill in the Charity code(s) and dollar amounts above. If you would like to donate to more than 5 Charities, please visit opm.gov/showsomelovecfc to complete an online donation or attach another copy of this form and label your forms 1 of X; 2 of X. The Total Annual Contribution amount should appear on copy 1 of X. Allotment Source Per Deduction Amount Interval Monthly x12 Payroll $ Semi-Monthly x24 Bi-Weekly x26 CFC Charity Code Annual Amount Volunteer Time Check N/A One Time PAYROLL AUTHORIZATION If I chose payroll deduction as my payment source, I hereby authorize any agency of the Unites States Government by which I may be employed during 2018 to deduct the amount(s) shown above from my pay each pay period. My deductions will be in effect for one full year starting with the first pay period after January 15 and ending with the last pay period that includes January 15 of the following year. I authorize my payroll service provider to pay the amounts shown to the Combined Federal Campaign. I understand that this authorization may be revoked by me in writing at any time before it expires. I also acknowledge that I have the right to receive a notification if the amount(s) scheduled to be transferred differ(s) from the amount(s) displayed above. If I chose Check, I hereby authorize Give Back Foundation on behalf of the Combined Federal Campaign to process my paper check as an electronic funds transfer (EFT) for the payment amount elected. Information Release: By checking this box I authorize the CFC to release my home address, secondary (non-government) address, and pledge amount to the Charity(ies) designated above. Signature Date TOTAL ANNUAL CONTRIBUTION: $ VOLUNTEER HOURS: HRS Check Information: Make checks payable to: Combined Federal Campaign (Please attach checks to this Pledge Form) Keep a Copy of this form before sending to the CFC. CFC organizations do not provide goods or services in whole or partial consideration for any contributions made to the organizations via this pledge. OPM Form 1654-A Rear Admiral David Woody Woods completes his CFC-O Pledge Card. More resources at cfcoverseas.org 5

7 CFC-O Recognition Programs The CFC-O recognizes contributors, units and campaign workers for their collective efforts to make the campaign a success. UNIT RECOGNITION Units will receive award plaques at the end of the campaign based on the following giving levels: Bronze Award 40 percent participation or $60 per capita Silver Award 50 percent participation or $90 per capita Gold Award 60 percent participation or $120 per capita Platinum Award 85 percent participation or $200 per capita Seal of Distinction A special mark is added to the unit awards when 50 percent or more of the unit s donations (dollars or donors) are received through online giving OR the unit achieves a 10 percent increase in either category over the previous year. Commander s Choice Award This award is presented to one area/ location in each component that exemplifies excellence in implementing the CFC-O. Online giving results will factor heavily in the selection criteria. CONTRIBUTOR RECOGNITION The CFC-O is offering two donor gifts this year. The first is a silicone sleeve that can be attached to the back of a handheld electronic device to store an ID or credit card. This gift will be presented to first-time CFC participants to thank them for their decision to support their chosen charitable causes through the CFC. The second gift is a desk top drink coaster. It will be presented to all returning donors, regardless of gift amount, in recognition of their continued support of the CFC. Note: if a donor in either category would prefer an alternate gift, Keyworkers are authorized to exchange the gifts. In addition to the physical gifts, the CFC-O is also implementing a Milestone Giver Recognition program. This program honors the impact repeat donors have when they contribute yearover-year. Digital certificates will be sent to donors who self-identify in the following categories: bronze certificate for 5 years+; silver certificate for 10 years+; gold certificate for 15 years+; and platinum certificate for 20 years+. CAMPAIGN REPRESENTATIVE RECOGNITION Certificate of Achievement Keyworkers qualify to receive a CFC Certificate of Achievement signed by the Deputy Secretary of Defense by completing at least 80 percent of their tasks. CFC Hero CFC Heroes go above and beyond the call of duty in service to the campaign. Anyone can nominate a hero by completing the form on the website. The CFC-O forwards three strong packages annually to compete in the National CFC Hero competition. More resources at cfcoverseas.org 6

8 Tips for Being an Effective Keyworker Talk about the CFC in person Speaking face-to-face is the most important way to inspire your co-workers to give. Use stories Share charity success stories and your personal passion to motivate co-workers to give to the causes they care most about. Reach out to everyone Ensure that all your co-workers know they have an opportunity to give through the CFC. Keep the campaign visible Use social media, s, posters, brochures, and events to promote the campaign. Understand all giving options Ensure you are familiar with the online donation method and paper pledge forms so that you can offer help as needed. Encourage payroll deduction Payroll contributions yield higher levels of giving and have a greater impact on the charities people choose to support. Stay connected to the campaign Connect and engage with your local campaign on social media by liking and sharing posts and participating in the campaign promotional days. Maintain campaign integrity Keep pledges secure and give them to your Campaign Manager as quickly as possible. Give thanks Thank every co-worker for considering a donation through the CFC, and provide donor recognition items to those who self-identify. Pictured on front cover (left to right): SK3 Immer Nieves, U.S. Coast Guard; Jeanne S. Phillips, U.S. Postal Service; and Deborah Valentine, U.S. Postal Service More resources at cfcoverseas.org 7