2017 CFC-O Keyworker Training

Transcription

1 2017 CFC-O Keyworker Training

2 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. 2

3 2017 Campaign Video Video Placeholder 3

4 Training Agenda 01 CFC 101 CFC ROLE AND RESPONSIBILITIES Role and Responsibility 03 Campaign Materials CAMPAIGN MATERIALS MAKE THE ASK 04 Make the Ask 05 FOLLOW UP Follow Up 4

5 CFC THE HISTORY AND TRADITION OF THE CAMPAIGN & WHAT S NEW AND CHANGED FOR

6 CFC Then and Now 1961: President Kennedy signed the CFC Executive Order 1971: CFC fully implemented nationwide 2016: 400,000+ Federal employees raised $167 million 2017: New regulations governing the campaign 2017 Campaign Dates: Oct 16 Dec 15, Pledge Dates: Oct 2, 2017 Jan 12,

7 How the CFC Works Charities Beneficiaries Choose a charitable cause Select your payment method Donate online or w/ a pledge form Charities receive funds Beneficiaries are given help + hope opm.gov/showsomelovecfc 7

8 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 installation/unit GOALS 8

9 What s New for 2017 All contributions must be designated to a charity. GIVING PORTAL RETIREE GIVING VOLUNTEERING 9

10 2017 Changes No more All contributions must be designated to a charity. CASH CONTRIBUTIONS FUNDRAISING EVENTS UNDESIGNATED PLEDGES 10

11 The CFC-O 2016 CFC-O $4.7 Million AFRICOM $195K CENTCOM $606K EUCOM $1.8 Million PACOM $1.9 Million CFC -O By the Numbers Includes 5 CoComs Covers 6 continents 210,000+ DoD personnel 2,500+ reporting units $4.7 million raised in 2016 SOUTHCOM $58K 11

12 CFC-O Structure Combatant Command Program Manager Country Area Coordinator and Component Manager Community/Area Project Officer (CAPO) INSTALLATION LEVEL Keyworker 12

13 The Requirement 100% Informed Opportunity to Give = The Most Help for People In Need CFC Success Leadership Support Motivated Campaign Workers Donor Appeal 13

14 14 Theme

15 Messaging GIVE online or via paper pledge form. VOLUNTEER to share your time and talent with your favorite charity. TELL YOUR CFC STORY to inspire others to participate in the campaign. 15

16 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 Coats U.S. Department of Health and Human Services 16

17 Responsibilities YOU ARE THE KEY TO CAMPAIGN SUCCESS 17

18 Keyworker Qualification Test

19 Steps to Campaign Success Prepare Make the Ask Follow-Up Recognize 19

20 Additional Responsibilities Make your own pledge so you will understand what you are asking others to do Keep your leadership informed and involved Participate in campaign events Publicize the campaign in your area Connect with the campaign via social media Promote and participate in CFC promotional days Attend weekly meetings held by your CAPO Collect completed paper pledge forms, check them for errors, and submit them to your CAPO Report contact 20

21 Paper Pledge Form 21

22 Common Pledge Form Errors Illegible Total gift and charity designation amount do not match Funds are undesignated Reporting unit name/number is missing Authorization section not signed Social Security number is partial or missing 22

23 Online Giving 23

24 Online Giving Steps 1. Visit opm.gov/showsomelovecfc to create an account 2. Click Pledge Now and search for charities 3. Click Add to select a charity and then click Checkout 4. Select your payment method and frequency 5. Designate your gift to your selected charities 6. Share your personal information or remain anonymous 7. Review your pledge for accuracy 8. Print the confirmation for your records 24

25 MAKE THE ASK YOUR MOST IMPORTANT RESPONSIBILITY 25

26 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. 26

27 Important Guidance DO DO NOT 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. 27

28 DONOR MATERIALS 28

29 Pledge Form Good marketing piece Distribute to each person in your unit Can be used as a worksheet for online giving 27

30 Donor Card Kickoff Another good marketing piece Use while making the initial in-person ask 28

31 2017 CFC-O Want to make an impact in the world around you? Give to a cause you care about through the CFC.

32 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 installation/unit GOALS 33

33 What cause do you support?

34 Will you join me in making a pledge? 35

35 36

36 PRACTICE Tell your story. Explain the benefits of the CFC. Ask some questions. Invite them to participate. Thank them for their time. 37

37 FOLLOW UP PEOPLE NEED REMINDERS 38

38 Donor Card Mid-Point Use in conjunction with Show Some Love promotional day on November 2. 29

39 Donor Card Closing Days This card is an excellent way to follow up with your co-workers toward the end of the campaign. 30

40 Digital Resources There are additional resources available to you on the website: Infographics templates Social media shareables Flyers Federal employee/retiree stories 34

41 Thank You and Donor Recognition Distribute donor recognition items Thank donors verbally on behalf of all the people who will be helped as a result of their generosity Put up a thank-you banner or poster in the office Ask your commander or senior NCO to send a thank you /memo to the whole unit *Remember, no CFC funds may be used to purchase food/beverage or entertainment. 42

42 General Posters Hang these three posters in high traffic areas to serve as billboards for the campaign. 33

43 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 so it will already have momentum to show. Hang it in a common area to increase exposure and create excitement for progress. 32

44 Tent Card This is a promotional piece you can put in high-traffic areas (like breakrooms or a customer service desk) or save to use at campaign events. 31

45 Awards Certificate of Achievement CFC Hero Your Unit Name Here Unit plaque Commander s Choice Award UNIT QUALIFICATION AWARD LEVEL Participation Per Capita Gift Bronze 40% $60 Silver 50% $90 Gold 60% $120 Platinum 85% $200 46

46 THANK YOU For more information: cfcoverseas.org facebook.com/cfcoverseas.org