COMBINED FEDERAL CAMPAIGN COMBINED FEDERAL CAMPAIGN

20152015

Monterey Santa Cruz CountiesMonterey Santa Cruz Counties

Combined Federal Campaign History

• Established by President John F. Kennedy in 1961

• World’s largest fundraising campaign

• In 2014, our region raised $408,704 million for charities

• Nationwide, the CFC has raised more than $7 billion for charity over the past 53 years

Why We Have The CFC

Eliminates year-round solicitation in the workplace by charitable organizations.

Authorizes that donors use the convenience of payroll deduction for charitable contributions.

Lowers administration cost of the charitable agencies

How to Start Get familiar with CFC Campaign Booklet and

Pledge Forms

Talk with employees/staff/students- Offer information and materials, including website at:

https://www.cfcmontereysantacruz.org

- Their personal choice to contribute or not

- Point out importance and effect of contributions

- Payroll deduction best - provides predictable influx of cash

2015 Goals $420,965

– Campaign History: 2014 CFC raised $408,7042013 CFC raised $445,8242012 CFC raised $596,2192011 CFC raised $595,847

100% contact—opportunity to participate in CFC is individually presented to each

staff/student

8 Tips for Being an Effective Keyworker

1) Reach out to EVERYONE!2) Talk about the CFC in-

person3) Encourage payroll deduction4) Understand online and paper

pledge options5) Make giving personal6) Maintain campaign integrity7) Keep the campaign visible8) Give thanks

How to educate your peers about CFC

• It is essential that you talk about CFC with every one of your assigned co-workers – 100% ask

• Explain how easy it is to give• Discuss how important it is for us to support our

community and give through the CFC• Share a personal story• Remind your co-workers that you are there to

answer any questions they may have

Important Tips

• Our Goal is 100% Ask

• Give your co-workers a chance to say YES!

• The best way to encourage giving is through conversation

Your Approach to Co-Workers

• DO: Learn about the campaign; make your own gift; understand campaign structures; connect with co-workers in person

• ENGAGE: Share your own personal story; explain how easy it is to give; cite relevant facts about the good work done through CFC

• FOLLOW-UP

Federal Regulations & Ethics

Federal agencies cannot:• Require 100% participation

• Allow managers to solicit their subordinates

• Pressure colleagues into giving

• Suggest donation amounts

• Develop a list of contributions or non-contributors

• Coerce fellow employees

How to Make Your Pledge

• Online Giving – EEX/MyPay

• Universal Giving

• Paper Pledge Forms

EEX

MyPay

Universal Giving(UG) Permits donors to pledge to any approved local CFC charity not matter where

the donor or the charity is geographically located.

Previously, only local charities specific to our campaign area were available to our donors. UG now makes all local agencies in all CFC regions everywhere accessible as well.

UG charities will only be listed in available on-line giving tools and are not included in the paper charity list.

To search please visit www.cfcmontereysantacruz.org or https://apps3.opm.gov/CFC/CharitySearch/Main.jsp

Paper Pledge Forms

Before You Turn In Pledge Forms Check all pledge forms All information is legible Payroll slips are signed, dated and have

SSNs (exception USPS) Checks made out to CFC “Annual Amount” is equal to “Total Gift””

Pink Slips– Back to the donor

Yellow Slips– To Central Receipt Point or send directly to

United Way Monterey County. White Slips

– Send to Payroll Office

(for Payroll Donations Only)

Pledge Forms

Golden Eagle Donor– $1,200 or more– Original Print by Mr. Pete Dausen

Eagle Donor– $180 or more– CFC Mug

Donor Recognition Items

Step It Up!

4 Steps to Success

Step 1: Involve Meet with Agency Head to decide campaign dates Ask your Agency Head to publicly support the

campaign Select a campaign committee to help you with the

campaign. Work together to set a goal for participation and

dollars raised Recruit a Leadership Campaign Chair

Step 2: Educate Build Awareness Promote and publicize CFC within your organization.

- Organize a volunteer day/Agency Tour

- Hold a Campaign Kickoff

- Use your organization’s newsletter or email

- Include flyers in payroll envelopes

- Hang posters to announce the campaign

- Incorporate themes, special events, and incentives

- Schedule CFC presentations

Step 3: Ask The number one reason people do not make

charitable contributions is that they are not asked Hold employee meetings and/or use one-on-one

solicitation Make sure everyone has been asked to participate Encourage giving through payroll deduction Conduct a Leadership Campaign Personalize the Ask - Make it meaningful

Step 4: Thank Thank each donor when they turn in their pledge forms. Share the good news! Make sure everyone knows your

organization’s total contributions and receives credit for a job well done!

Thank your committee and all those who helped with the campaign.

Use bulletin boards, newsletters and email for additional thank-you messages.

Thank Loyal Donors - giving for 10+ years

Best Practices

1. Involve

2. Educate

3. Ask

4. Thank

Best Practices

Start this week!

Give out booklet and slip with your contact info

Follow up with individual visits

Emphasize impact of even small contributions

FrequentlyFrequentlyAsked QuestionsAsked Questions

How can I be sure my contribution got to the agency I designated?

Check the “Please release my name...” box on the pledge card and the agency should send you a thank you notice.

OPM Regulations require a Financial Audit by a CPA firm for campaigns over one million dollars to ensure all financial transactions are completed and accurate.

OPM Regulations require an annual Compliance Audit to ensure the campaign is conducted in accordance with Congressional guidelines.

Do I have to put my social security number on the

CFC pledge form?

Yes: if you are planning to use the payroll deduction section of the pledge form. USPS Employees can use their Employee Identification Number.

No: if you are donating by cash or check.

Thank you!Thank you!