Campaign Leadership Guide 2015 Combined Federal Campaign of the National Capital Area

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Campaign Leadership Guide 2015 Combined Federal Campaign of the National Capital Area www.cfcnca.org CFC contributors make it possible for me to play sports with my friends and family.

Checklist Make Campaign Preparations Identify Coordinators and Committee Members Recruit Keyworkers Create a Finance Process Establish Key Metrics Review Current FTE Count Review Reporting Units Determine Supply Amounts Order Supplies Schedule Meetings Campaign Leadership Core Team Information Technology Support Payroll Department Support Schedule & Conduct Trainings Organize Coordinator Training Conduct Keyworker Training Campaign Tracking Determine Posting Process Establish Tracking Reports Hold Weekly Committee/Team Meetings Hold Periodic Meetings with Chair/Vice Chair Process Pledges Complete Form 100 Enter Data Into Nexus Make Deposits Weekly Give Payroll Deduction Pledges to Payroll Department Weekly Campaign Close Out Collect and Resolve Open Deposits Recognize Campaign Workers Order Awards Important Dates September 1, 2015 Campaign Begins September 3, 2015 Campaign Leadership Training September 30, 2015 Last Day to Submit Reporting Unit Number Changes December 1, 2015 Campaign Contest Begins December 1, 2015 Giving Tuesday December 15, 2015 Campaign Ends January 22, 2016 Campaign Contest Ends Plan Campaign Events Hold Campaign Kickoff with Agency Leadership Create Calendar of Events Plan Closing Event Implement Communication Plan Post Campaign Info on Agency Website/Intranet Send Campaign Emails to Employees Show Video Hang Posters Utilize Social Media September 25, 2015 Jeans and Jersey Day October 19, 2015 Million Dollar Monday November 5, 2015 Online Giving Day March 3, 2016 Campaign Finale

Campaign Leaders Make it possible Thank You from Director of the CIA 4 Campaign Roles and Important Dates 5 How To Run a Successful Campaign 6 Recruiting and Training Keyworkers 8 Promoting the Campaign 10 Special Events 12 Teleworking and Hoteling 14 Processing Donations and Deposits 15 Reports 16 Information for Payroll Specialists 17 Awards 18 FAQs 20 Supplies 22 DoD Addresses and Map of CFCNCA Territory 23 Campaign Leadership Guide 3

4 www.cfcnca.org

Campaign Roles Local Federal Coordinating Committee (LFCC): Federal leaders who provide regulatory oversight of the campaign. Principal Combined Fund Organization (PCFO): The nonprofit organization that administers the local campaign and acts as fiscal agent under the direction and control of the LFCC and the OPM Oversight Director. EarthShare serves as the PCFO for the CFC of the National Capital Area. Campaign Chair: Head of the department or agency that supports the campaign by participating in special events, approving campaign goals, and providing the resources necessary to run an effective campaign. Campaign Vice Chair: Senior federal manager who secures the support of an agency s entire senior management team and participates in campaign events. Loaned Executive (LE): Federal campaign worker who is detailed to work full-time for the CFC for approximately six months to support campaigns in his/her assigned agencies and departments. Campaign Manager (CM): Federal employee who leads and coordinates the CFC and the campaign committee at an agency or department. Campaign Coordinator: Federal employee who recruits keyworkers and orders and distributes campaign supplies at his/her agency or department. Keyworker: Federal employee who personally reaches out to colleagues to promote the CFC, answer questions about the campaign, and ask people to participate in the CFC. Payroll Specialist: Federal employee, usually part of the payroll department, who processes online pledges and coordinates with the payroll center. (Only applicable if your agency uses Nexus.) LOCAL FEDERAL COORDINATING COMMITTEE: Vince Micone, Chairperson Department of Homeland Security H. Brandon Haller, Ph.D., Vice-Chair U.S. Government Accountability Office Virginia M. Lum, General Counsel Department of Justice William (Bill) M. Boyd, M.D., Secretary Food and Drug Administration Nancy Bechtol, CFM Smithsonian Institution Nazmia E.A. Comrie U.S. Department of Justice Sandra K. Cook Executive Office of the President Anthony De Cristofaro Department of Defense Doug Fremont U.S. Department of Energy Shannon Reid Hamm U.S. Department of Agriculture Julia E. Hudson U.S. General Services Administration Rama G. Latin U.S. Navy Vanessa L. Lowe, MBA National Credit Union Administration Christopher Mahoney Bureau of Engraving and Printing Katie Malague U.S. Department of the Treasury Christine McMahon U.S. Government Printing Office Jim Plante U.S. Department of Commerce Sonya T. Proctor Transportation Security Administration Susan Rappa Executive Office of the President Peggy Sherry National Credit Union Administration Ann Van Houten Department of Homeland Security Alan D. Warsaw Pension Benefit Guaranty Corporation Campaign Leadership Guide 5

How to Manage a Successful Campaign Your time, enthusiastic leadership, and attention to detail will ensure that your agency or department s campaign is a spectacular success. Over the next few months, as the hands-on leader for your department or agency s campaign, you will: Coordinate the day-to-day activities of your campaign. Lead the campaign committee and keep senior management engaged in the campaign. Serve as the liaison between your department or agency, your Loaned Executive (LE), and the CFC staff. Track your progress toward your agency s participation and monetary goals. Below is a ten-step plan to make sure that your 2015 CFC campaign is as successful as possible. 1 Meet with your CFC 3 Review your department 5 Recruit Campaign Associate Director and your or agency resources and Coordinators and Loaned Executive (August structure (September). Campaign Committee and early September). The CFC staff and your Loaned Executive s primary job is to help you. They will work with you to review last year s results and plan this year s campaign. They can help you access numerous CFC resources, campaign management tools, and marketing ideas to inspire a high rate of participation in the campaign. Count all of the physical locations of your department or agency and obtain the number of Full-Time Equivalents (FTEs) in each office. This information will allow you to determine the quantity of supplies and number of Keyworkers you will need. Also, obtain the Reporting Unit Numbers assigned to your organization which will probably be the same as last year. The deadline for submitting Reporting Members (September). Recruit Campaign Coordinators and select a Campaign Committee that will meet regularly. Coordinators and committee members will plan and implement critical elements of your campaign, including communications, data processing, logistics, marketing, finance, labor, and events. It s best to include former Campaign Managers, and if possible, next year s Campaign 2 Make a plan (August and Unit Number changes to your Manager on your committee. Strive early September). Loaned Executive is September 30. to include enthusiastic employees This plan should include: who represent different age groups, a. Keyworker Training 4 Obtain a commitment departments, and experiences. b. Campaign Kickoff from your senior c. Marketing leadership (September). d. Charity Fairs e. Events f. Campaign Worker Appreciation g. Awards Ceremony h. Ordering Supplies Meet with your Campaign Chair and Vice Chair to ensure their active involvement in the campaign. The most successful campaigns are the ones with visible support from an agency or department s top leaders. 6 www.cfcnca.org

6 Recruit and train Keyworkers prior to your campaign kickoff (September and early October). Well-trained, eager Keyworkers are essential to the success of your campaign. Your LE will help you deliver useful training to your Keyworkers so they will be wellprepared for their job. (See page 8 for tips on how to recruit, train, and motivate Keyworkers.) 7 Promote your campaign (September, October, November, and December). Use posters, campaign cards, videos, email, social media, intranets, and events to educate and motivate every employee. (See page 10 for more detailed information about marketing your campaign.) 8 Track your results (September, October, November, and December). Use the Nexus system or a dashboard you design to monitor your progress. 9 Close out the campaign (December and January). Prepare a lessons learned report to present to next year s Campaign Manager. Provide feedback to CFC staff and your LE so we can continue to improve the campaign. Don t forget to track all your open deposit bags. 10 Celebrate and appreciate (January and February). Show your appreciation to campaign workers and donors by thanking them sincerely. Remember to order your CFC awards and certificates well ahead of your award ceremony. (See more information about awards on page 18.) Campaign Don ts These coercive practices are strictly prohibited by the CFC. Setting a goal of 100% participation or establishing personal dollar goals and quotas. Developing or using lists of non-contributors or providing and using contributor lists for purposes other than the routine collection and forwarding of contributions. Using results as a factor in an employee s performance appraisal. Asking employees which charities they designated. Having supervisors solicit their direct reports. Soliciting pledges from outside the CFC of the National Capital Area. A Federal employee may participate in a particular CFC only if that employee s official duty station is located within the geographic boundaries of the CFC. (Please see map on page 23.) Campaign Leadership Guide 7

Best Practices Taking a very unique approach to spreading the word about CFC, Interpol created a game called Turtle Tag. Stuffed turtles would be left at workstations, and the lucky recipients had the option to pass the turtle on to a colleague for a suggested donation of $2. Photographic evidence was encouraged, and these photos were displayed on monitors throughout the office. How to Recruit, Train, and Motivate Keyworkers Recruit Enthusiastic Employees Ask successful Keyworkers from previous years to again serve as a Keyworker. Seek recommendations from last year s Keyworkers for people who would make good Keyworkers for the 2015 campaign. Enlist genial employees who are likely to follow through on their responsibilities and are effective communicators. Ask people who have connections with a CFC charity or who enjoy giving back to their community. Please remember that the newest person in the office is often not the best person to be a Keyworker. Also, bear in mind that lower-graded workers may be reluctant to approach higher-graded employees. Make sure the candidate s supervisor is aware of and supports the Keyworker s responsibilities. Ask for volunteers first, then if necessary, you can assign friendly, capable employees to be Keyworkers. If people are reluctant, remind them that you are asking them to serve as a Keyworker because you think they are well-respected and excel at following through. Tell them it s a fun job that gives them the chance to be part of something important and enables them to meet new people. Assure them it won t take too much of their time. 8 www.cfcnca.org

Provide Excellent Training Coordinate your training dates with your Loaned Executive. Your LE will help you plan and execute your Keyworker training. A one-hour training session works best. During the session, you and your LE will teach your Keyworkers how to talk about the CFC to their co-workers, how to handle the paperwork, including completing the Pledge Form Carrier (Form 100), and utilizing Reporting Unit Numbers. You ll want to inspire your Keyworkers to talk face-to-face effectively with each of their assigned contacts. For your meeting, you ll need a comfortable space, the ability to show PowerPoint slides and videos, and Internet access. At the start of the meeting, give each Keyworker the Keyworker Guide, a Keyworker Tote Bag, and a Keyworker Lanyard. At the end of the meeting, make sure each Keyworker has enough supplies for all of his or her assigned employees. Be sure to play the CFC campaign video at the training. Consider inviting a charity speaker to your training. You may need to hold multiple training sessions depending on the physical layout and size of your department or agency. It is often helpful to conduct separate training sessions for experienced Keyworkers and new Keyworkers. If a Keyworker cannot attend a training session, make sure to provide him or her with the Keyworker Guide. It doesn t take the place of in-person training, but the guide will provide essential information and tips for success. This year, there are two Keyworker training videos. One video shows how easy it is to talk with co-workers about CFC. The other video details everything Keyworkers need to know to fulfill their CFC responsiilities. Encourage Keyworkers to visit cfcnca.org to find tips, videos, and additional training materials. Important Facts The Combined Federal Campaign is the largest workplace giving effort in the world. Last year, the CFC of the National Capital Area raised nearly $50 million. It has raised more than $1.5 billion over its 54-year history. Across the country, the CFC has raised more than $7 billion in the past 50 years. Giving is easy. Simply choose your charity and give online at cfcnca.org or use a paper pledge form. Combined Federal Campaign of the National Capital Area 202-465-7230 www.cfcnca.org Campaign Leadership Guide 9

Promoting the Campaign Promoting your campaign is essential and lots of fun. 1 Hold a charity fair. Showing people how their contribution makes a tangible difference to our community can t be beat for a promotional strategy. Just select a date and a large location convenient for most of your employees. Your LE will help you plan your fair. 2 Hang posters. Placing posters in break rooms, bathrooms, hallways, and other public gathering places is a remarkably effective way to let your agency know that it s time to give to CFC. 3 Visit local charities. With help from your LE, schedule employee visits to charitable organizations. Remind participants that they must have their supervisors approval. Plan transportation and always have CFC materials available for those who participate. 4 Show the campaign video and other videos. The campaign video is informative and entertaining, but more important, it will galvanize employees to participate in the CFC. There is a two-minute version as well as shorter versions that are easily 10 www.cfcnca.org attached to email blasts or posted on social media sites. At cfcnca.org, you ll also find a video wall that has dozens of short personal videos that share colleagues stories of what they make possible through CFC. Many campaigns use these videos to highlight the impact each federal employee has made by participating in CFC. Both the campaign video and individual videos can be shared in your agency via email blasts, social media, and intranets. You can also play the campaign video and a selection of personal story videos in high-traffic areas in your buildings such as cafeterias or near elevators. 5 Hold special events. Ice cream socials, chili cook-offs, talent shows, mini-golf in the hallways, silent auctions, community service days, and of course, kickoff celebrations bring excitement to your campaign. And those are just a few of the many fun-filled events agencies organize. Don t forget to get the appropriate approvals for your event. (Go to page 12 to learn more detailed information about events.) 6 Utilize the web, social media, and email. Use your department or agency s intranet and e-newsletters to publicize the campaign. You can develop a special CFC section on your website that highlights the benefits of giving, tells inspiring stories of people who have been helped by the campaign, shows photos of your campaign activities, and highlights progress toward your agency s goal. You and your colleagues can also post stories, videos, photos, and other special campaign moments on the CFCNCA, department/ agency, and personal Facebook and Twitter accounts. Send your LE or the CFC staff your event pictures and personal stories about what you and your colleagues make possible to marketing@cfcnca.org, and we will post them on cfcnca.org as well as on the CFCNCA Facebook and Twitter feeds.

Special Promotion Days in the Campaign Jeans and Jersey Day Friday, September 25 Encourage employees to celebrate CFC by wearing their favorite jeans or sports jerseys. Take lots of photos and post them on your agency s social media and intranet. Also send them to marketing@cfcnca.org so we can post them on the CFCNCA website and social media. Million Dollar Monday Monday, October 19 We want to raise one million dollars in one day. Encourage giving with special promotions, flyers, social media and emails. Online Giving Day Thursday, November 5 Encourage online giving with special promotions. Have laptops available in public areas so people can easily give online to CFC. Promote Online Giving Day with email blasts, flyers, and social media. Giving Tuesday Tuesday, December 1 People shopped on Black Friday and Cyber Monday. Give them a chance to give back by contributing to their favorite charities through CFC on Giving Tuesday. Promote Giving Tuesday with email blasts, flyers, and social media. Best Practices NASA Administrator Charles Bolden made a video discussing his personal dedication to the campaign, as did many other employees in their Why I Pledge videos. NIH held a Director s Video Challenge in which every Director within NIH made a creative and inspiring 30-second video clip about the campaign. Like us on Follow us on Visit us at /cfcnca @cfcnca cfcnca.org Campaign Leadership Guide 11

Hold Events that Generate Excitement and Raise Funds Special events are a great way to involve employees, create buzz, and raise funds. Here are some tips to make your events special and spectacular. General Tips Create a timeline and checklist for all your events. Share the responsibilities with campaign workers and your campaign committee. If you would like charities at your event, complete the request form at cfcnexus.org/_cfcnca. Please submit this form at least 7 to 10 days before your event. Work with your agency head s scheduler to ensure he or she can participate in the event. You can hold events throughout the entire campaign: Beginning: Kickoff events involve your leaders and generate excitement about the upcoming campaign. Middle: Engage your agency through a wide variety of fun events that appeal to different ages, maintain momentum, promote the campaign, and raise funds. End: Closing ceremonies and finales give everyone a chance to celebrate and show appreciation. Clear all events through your agency or department s Compliance or Ethics Officer. Select locales for your events that have enough space to accommodate all participants and are in a highly visible location. How to Request Charity Participation Using Charity Nexus, log into your account After you submit your request you can check on Select Charity Events your status using your Event ID Code Create an event Every time there is an update to your event Fill out all the required fields to include specific (e.g., a charity confirms or declines, your event event details and contact information has been completed) you will receive an auto All event requests must be made at least 7 days generated email. in advance, the earlier the better 12 www.cfcnca.org

Kickoff Events Launching your campaign with zeal. Involve agency and department leadership. Obtain and share inspiring stories from federal workers and charities. Invite a union representative, if applicable. Include a charity fair and/or invite a charity representative to speak. Display campaign posters and materials. Have computers available for employees to use to make their online pledge at the event. Closing Ceremonies Recognize and celebrate campaign workers and donors. Involve your agency or department leadership. Celebrate campaign results, including both rate of participation and dollars raised. Present awards for outstanding campaigns and service. Invite a federal employee or charity who has benefited from a CFC organization to personally thank everyone. Introduce next year s campaign leadership. Have pledge forms available for employees to use to make their CFC contribution at the event. Campaign Events There is an infinite number of fun events that will create awareness and motivate giving. Below are just a few ideas: Charity Fairs Ice Cream Socials Live and Silent Auctions Bake Sale Fashion Show Talent Show Guest Entertainer Music or Dance Event Fun Run/Walk Yoga/Zumba/Exercise-a-thon Sports Competition Mini or Regular Golf Tournament Photo Contest Cutest Pet Contest Chili Cook-off Mustache-Growing Contest Carnival Games Pizza/Coffee/Other Food Delivery or Sales Jeans Day Penny Wars How to handle donations collected at events: Fill out the line on the Pledge Form Carrier (Form 100) earmarked for special event proceeds. Download the Special Events Proceeds Form (Form 150) from cfcnca.org, then complete and obtain signatures from two employees to verify the accuracy of the total funds. Insert the signed copy of Form 150 into the Form 100 envelope clipped to the event funds. Keep a copy for your records. Log on to Nexus and complete the line item in the Deposit Bag (Form 300) to report event donations. Also enter this amount on the Total Special Event Proceeds line on the Deposit Bag (Form 300). Campaign Leadership Guide 13

Teleworking and Hoteling Campaign Managers need to consider the following key points when managing a campaign in a telework and hoteling environment: Know your agency s telework policies. Set up a weekly teleconference with your campaign staff with specific time, date and dial-in telephone number. Set up an agency internal CFC web page. Link to the page through a variety of communication vehicles (emails, instant messages, etc.) to show progress, events, how you can help options, where to donate, how to donate, etc. Send out twice-weekly reminders about the campaign through a variety of communication channels. Instant messaging provides a quick, easy way to communicate with others regardless of your location. Hold online meetings/teleconferences to promote the campaign. Ask your agency head to record and send a phone blast promoting the campaign every other week. Ask your agency s leadership to create a short video message about the importance of participating in the CFC. The message can be emailed to employees and posted on your intranet and social media. Hold an online auction. Hold online contests for example, posting pictures of employees wearing crazy hats. Host weekly virtual charity fairs by emailing and posting links to short videos produced by participating CFC charities. Post updates about upcoming bake sales, hot dogs, pizzas etc., on your intranet. You can also accept online orders. Send a weekly email blast describing ways to donate through CFC and your agency s CFC activities. 14 www.cfcnca.org

How to Process Cash, Checks, and Paper Pledge Forms Keyworker collects cash, checks, and paper pledge forms. Keyworker puts WHITE copies of pledge forms with cash/check attached in the WHITE envelope of Form 100. Keyworker puts YELLOW copies of pledge forms in the YELLOW envelope of Form 100 Coordinator/Manager gives YELLOW Form 100 envelope to payroll department. Coordinator/Manager completes Form 200 on Nexus. Prints two copies. Keyworker gives completed Form 100 to Coordinator or Manager. Coordinator/Manager completes Form 300 Deposit Bag and includes one copy of Form 200. Coordinator/Manager promptly delivers Form 300 to Credit Union. Credit Union signs second copy of Form 200. Coordinator/Manager keeps signed copy of Form 200 as proof of deposit in case of discrepancies during the audit. Deposit Bag Tips: CFC staff and LEs cannot bring your completed Deposit Bags to drop-off locations. All checks must be payable to CFCNCA or Combined Federal Campaign. CFC cannot accept checks from donors made payable to charities. Such checks will be returned to the contributors and will require a correction in the audit of your campaign. Whenever possible, please convert coins to dollar bills. Excessive coins will tear the Form 100 bag. Campaign Leadership Guide 15

How to Access and Utilize Reports in Nexus There are several reports in Nexus to help Campaign Managers track and manage their campaigns utilizing realtime data. To access these reports, simply log into Nexus, then click my tools and then reports. If you need additional information, please contact your Loaned Executive or visit cfcnca.org and click on the Campaign Workers tab. The following reports are available to you: 1) Agency Overview Report Provides results as they exist prior to the audit, including number of pledges, total dollars raised, average dollar gift, FTEs, percent participation, per capita dollars raised, and goals. Click on the agency or department name to see totals by types of pledge. Click on the green plus sign to drill down by reporting unit name. Click on CSV Option to download this report. There are two CSV downloads: one that matches screen information and one that contains audited data. 2) Comparison Report Provides all of the Agency Overview Report data with the addition of prior year s totals by reporting unit, pledge type, and special events. Click on CSV Option to download this report. 3) Campaign Dashboard a) Deposit Bag Status - Provides deposit bag number, agency name, creator name, creation date, bag status, received status, and the quantity of Form 100s in the bag. Click drop-down menu labeled Deposits to view the dollar totals of the contents of the deposit bag. b) Events and Supplies Reports Events Enables Campaign Managers to request charities for a charity fair or other special event. Supplies Enables Campaign Managers to submit a supply order and view approval status and delivery date. Please note: In Nexus, a reporting number is also called an Agency Identifier. FTEs are refered to as #Employees. 16 www.cfcnca.org

Information for Payroll Specialists Best Practices If you use Nexus for your payroll pledging, you will need a Payroll Specialist. (If you use MyPay or EEX, you will not need a Payroll Specialist.) After a donor makes an online payroll deduction pledge, the information must be sent to your agency s payroll department to process. The Campaign Manager must designate a Payroll Specialist to manage the processing of online payroll deduction pledges. The Campaign Manager and Payroll Specialist can use one of the three reporting procedures below to handle this process. All of these reports can be accessed by logging into Nexus and clicking the My Tools tab. 1) Processing Pledges An on-screen report that enables you to drill down by agency group, agency, and unit. At the agency ID level, it reveals each pledge by type, date of pledge, donor name, email address, total donation, and processing status. Click either Processing Pledges (single) or Processing Pledges (bulk). 2) Standard Download An Excel-readable report that shows all pledges by agency group, agency unit, donor name, pledge number, pledge date, pledge type, civilian or military, multiplier, pay period multiplier, allocation, total pledge amount, processing status and pledge form type. Click on CSV Option to download this report. The General Accounting Office CFC team utilized all electronic resources at their disposal to promote the campaign, including the GAO intranet, enewsletters, and their internal agencywide communication called Management News. 3) Custom Payroll Download A CSV report that permits custom selections for each payroll pledge data field and column order. This report also provides the ability to rename column headings so agencies can select the information required by the payroll vendor and easily upload payroll information into payroll systems. Campaign Leadership Guide 17

Awards and Recognition Thanks and Recognition Some of the campaign s most important activities take place after December 15, the closing date for solicitations. This is the time to say thank you to department and agency leadership, campaign workers, and donors. Recognition and appreciation builds agency morale and a strong foundation for next year s campaign. Thank your Keyworkers for a job well done and present them with Certificates of Appreciation. Encourage Keyworkers to write personal thank you notes to their assigned employees. Send letters or emails from the Campaign Chair to Keyworkers, campaign workers, and donors. Hold a recognition reception for campaign workers. Honor Eagle and Double Eagle Award donors. Reporting Unit Recognition President s Award for reporting units with 75 percent employee participation or $275 per capita gift. Chairman s Award for reporting units with 67 percent employee participation or $225 per capita gift. Honor Award for reporting units with 60 percent employee participation or $175 per capita gift. Merit Award for reporting units with 50 percent employee participation or $125 per capita gift. Reporting Units must have a minimum of 100 employees to qualify for a plaque award. This is a new requirement that directs more dollars to charities. Reporting units under 100 employees can download certificates at cfcnca.org (see page 19 for a list of certificates). Agency Recognition President s Award for agencies with 75 percent employee participation or $275 per capita gift. Chairman s Award for agencies with 67 percent employee participation or $225 per capita gift. Honor Award for agencies with 60 percent employee participation or $175 per capita gift. Merit Award for agencies with 50 percent employee participation or $125 per capita gift. Million Dollar Circle Award for agencies that generate more than $1 million in donations. Summit Award for agencies that achieve a 3 percent increase in total dollars raised. Participation Achievement Award for agencies that achieve a 2 percent increase in participation. egiving Award for agencies that have at least a 10 percent increase in online donations with a minimum of 10 online donations. 18 www.cfcnca.org

Donor Recognition Eagle and Double Eagle Lapel Pins for donors who give 1 percent or 2 percent of their gross annual salary, respectively. (Be sure to tell Eagle and Double Eagle Donors to self-identify if they want a pin. CFC is not able to provide lists of Eagle and Double Eagle Donors.) Donor stickers and a personal thank you. Certificates you can download and customize Certificate of Appreciation for each Keyworker. Outstanding Payroll Deduction Giving for attaining an exemplary level of support for the CFC with 75 percent or more of contributors making payroll deduction gifts. 100 Percent of Goal for any reporting unit meeting or exceeding its campaign goal. Most Valuable Fundraiser for CFC Vice Chairs, Campaign Managers, Campaign Coordinators and other members of your CFC team. Special Service for campaign workers who have provided outstanding service to the campaign. Best Practices Defense Advanced Research Projects Agency held a dunk tank challenge, a DARPA s Got Talent competition, and even a Rocket Launcher Competition, where people tried to hit targets using a homemade Nerf rocket launcher. Place orders for awards as early as possible after your campaign closes. It is best to order all awards and certificates at the same time. Please verify the accurate spelling for engraving on plaques. Plaques will be delivered to the address entered on the order form. Allow ten working days for preparation and delivery. Each eligible unit is limited to one complimentary award. The deadline for ordering awards through Nexus is March 31, 2016. After that date, you ll need to contact CFC staff to order plaques. Campaign Managers or their designees can use Nexus to order these awards: President s, Chairman s, Honor, and Merit Awards CFC staff will order these awards: Million Dollar Circle, Summit, Participation Achievement, and egiving Campaign Leadership Guide 19

FAQs How important is the CFC? The CFC of the National Capital Area is the largest workplace giving campaign in the world. Last year, you and your co-workers gave nearly $50 million to charities. Over the past fifty-four years, federal employees contributed more than $7 billion through 150 different CFC campaigns across America. And that makes almost everything possible. Is there a minimum donation? Any and all donations are welcome and appreciated, though there is a $1 minimum per pay period for payroll deduction. Payroll deduction makes it easy to give a small amount each pay period which adds up to an impressive contribution. (Of course, there is no maximum gift.) How do charities become part of the Catalog for Caring? Charities must apply to be part of the CFC. Each charity must be a 501(c)(3) nonprofit organization, submit IRS Form 990, describe its human health and welfare benefits, and meet other requirements. Application information can be found at www.cfcnca.org or www.opm.gov/cfc. Why should I make charitable contributions through the CFC when I could just send a check directly to the charities I want to support? By combining solicitations into a once-a-year, unified campaign, CFC reduces the cost of giving so that more money goes directly to the charities you care about. Plus, the CFC is the only way to donate through payroll deduction which enables you to give more to the causes you cherish. CFC is the only way you can support multiple charities with just one contribution. How much does it cost a charity to raise $1? Corporate and Foundation Gift 20 Direct Mail Renewal 25 Special Events 50 Combined Federal Campaign About 8 Why do charities love the CFC? Charities truly love the Combined Federal Campaign. It is a critical source of revenue and an easy, inexpensive way to attract new donors. To thrive, charities require diverse streams of income, including foundations, corporations, direct mail, special events, and CFC. CFC donations are especially treasured because they are unrestricted funds, allowing nonprofit organizations to effectively respond to community needs. Equally important, most charities raise the bulk of their funds in December although they must spend money all year long. CFC provides them with a source of funds they can count on throughout the year. What happens to undesignated donations? All undesignated donations are combined and then shared proportionately among all charities and federations that received designations. 20 www.cfcnca.org

Best Practices Will my contribution really make a difference? Absolutely! Just look at these examples: $75 per pay period helps a community in Africa enjoy safe drinking water. $50 per pay period protects a crucial wildlife habitat for an endangered species. $35 per pay period provides an injured veteran with physical rehabilitation and emotional support. $25 per pay period supports clinical research to cure cancer, diabetes, autism, and other diseases. $20 per pay period trains volunteers to advocate for abused and neglected children. $12 per pay period shelters and feeds a family devastated by a tornado. $6 per pay period delivers nutritious meals to a senior citizen with dementia. How can I make my CFC pledge?, You can make your pledge online at www.cfcnca.org. Click the donate button and you ll be led through a short, easy number of steps to make your donation online. When giving online, you can contribute to CFC through payroll deduction, credit card, debit card, or e-check. You can complete a paper pledge form. When giving using a paper pledge form, you can contribute to CFC through payroll deduction, cash, or check. Farm Credit Administration wrote a dramatic yet comical skit performed by employees that centered on a fairy godmother making wishes come true through CFC-supported organizations. If someone gives by check, who is the check payable to? CFCNCA How can I get help or more information? You can visit cfcnca.org where you ll find loads of information about both the campaign and being a successful Campaign Manager or Coordinator. You can also receive support as well as answers to your questions by contacting your Loaned Executive. Campaign Leadership Guide 21

How to Order and Store Supplies Utilizing Nexus, our online supply management system, you can order the following supplies: 2015 Catalog of Caring Campaign Card Pledge Form Second Touch Card Posters Pledge Form Carrier (Form 100) Deposit Bag (Form 300) Keyworker Guide Keyworker Tote Bag Keyworker Lapel Pin Keyworker Lanyard To order supplies on Nexus: 1. Visit www.cfcnexus.org/_cfcnca 2. Log In 3. Click my tools 4. Click supplies You can order the following supplies from your Loaned Executive: Large vinyl banners (These are loaned to your campaign. Please return them in a timely manner so other campaigns can use them.) Large disposable plastic banners Balloons with strings and snaps Eagle and Double Eagle Lapel Pins for employees who pledge one percent or two percent of their yearly salaries, respectively. Donor Stickers Limited number of promotional items You can order supplies through Nexus September 4 through October 15. Requests for additional supplies can be made November 1 through December 11. Please allow at least ten calendar days for delivery. Be sure to have a plan for moving supplies from loading docks to storage locations. If your organization does not accept normal deliveries, provide an alternate delivery option and any other special instructions when you order from Nexus. 22 www.cfcnca.org

Addresses for military members not assigned to a DoD agency If a Pledge Form is received from a military member not assigned to a Department of Defense organization, the Campaign Manager must send the yellow copy of the Pledge Form to the proper office: Army Department of the Army Office of the Administrative Assistant to the Secretary of the Army, Analysis Integration Cell ATTN: AARP-ZA (Cynthia Odoms-Cheatham) 105 Army Pentagon (2D660) Washington, DC 20310 Navy Personnel Support Detachment Washington 235 Wick Drive SW, Bldg. 92 Naval District Washington Washington, DC 20373-5803 Geographic Boundaries Only federal employees with an official duty station in the geographic region shown below can give through the CFCNCA. The geographic boundaries as established by the Office of Personnel Management for the CFCNCA include: the Greater Washington, DC Metropolitan Area; Prince George s, Montgomery, Calvert and Charles Counties in Maryland; Arlington, Fairfax, Loudoun and Prince William Counties in Virginia. Virginia counties include all separately incorporated cities within the counties such as Manassas in Prince William County. Only federal employee contributions from within the geographic boundaries of the CFCNCA are accepted and disbursed to charities. Air Force 11CPTS/FMO 1500 Perimeter Road, Suite 2780 Joint Base Andrews, MD 20762 Marines Active Duty Marine Corps Payroll ATTN: CONAD Henderson Hall Bldg. 29, Room 205 HQBN - MCNCRC 1555 Southgate Road Arlington, VA 22214 Coast Guard While the Coast Guard is one of the Armed Forces, it does not come under the Department of Defense for payroll purposes. Yellow slips should be forwarded to the CFC office; they will be sent to the Department of Homeland Security. Campaign Leadership Guide 23

7 1 Celebrate your accomplishments Make a plan 6 Track results Promote campaign 7 Tips for Being an Effective Campaign Manager Involve senior agency leadership Recruit coordinators and campaign committee members 2 5 Recruit and appreciate Keyworkers 3 4