2013 Potomac Combined Federal Campaign Key Worker Training - RKB.
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Transcript of 2013 Potomac Combined Federal Campaign Key Worker Training - RKB.
2013 Potomac Combined Federal Campaign
Key Worker Training - RKB
Agenda
• Registration
• Welcome and Introductions
• CFC at a Glance
• Marketing the Campaign/Best Practices
• Handling Objections
• The Paperwork− Online Giving− Brochures− Pledge Cards− Turn-ins
• Gifts and Incentives
• Questions and Wrap-up
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How far you go in life depends on being tender with the young, compassionate with the aged, sympathetic with the striving, and tolerant of the weak and the strong. Because some day in life you will have been all of these.”
~George Washington
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CFC at a Glance
• Once-a-year charitable fundraising campaign for Federal civilian and military employees (September 1 – December 15)
• Established in 1961 by President Kennedy and administered and regulated by the Office of Personnel Management (OPM) (https://www.opm.gov/cfc/)
• Contributors are encouraged to designate to their favorite charity or charities through payroll deduction
• Raised almost $7 billion over the last 50 years
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• Total Amount Raised in 2012: $ 1,283 million
• Number of Employees Solicited: 20,527
• Number of Donors: 3,112
• Participation Rate Overall 15.2%
• Average Gift: $ 412
• Total Number of Charities Participating: over 3,200 (Local, National & International)
2012 MCB - Quantico Results• Total Amount Raised in 2012 $808,662
• Number of Employees Solicited: 15,122
• Number of donors: 2,214
• Participation Rate: 14.6%
• Average Gift: $ 365
Potomac CFC
2012 Potomac CFC Results
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Russell Knox Building Results
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Total Amount Raised in 2012 $237,915
Number of Employees Solicited: 1,699
Number of donors: 463
Participation Rate: 27.3% Average Gift: $ 513
Donation Breakdown
In 2012 donors gave:
• $810,816 to National Organizations/Federations
• $ 61,019 to International Orgs./Federations
• $411,472 to Local Organizations/Federations
Locally, donors gave:
• $17,694 to the SPCA
• $10,608 to the King George F& R
• $ 9,845 to the King George Animal Rescue
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The Gifts
• All donated funds, minus administrative expenses, go directly to the organization specified. Administrative expenses are approved by the Local Federal Coordinating Committee (LFCC).
• Contributions are VOLUNTARY!
• Donors are encouraged to designate. •Individuals can donate to as many organizations as they wish, they just have to fill out additional pledge cards.
• Undesignated funds: the proportions are determined by the amount designated for each agency
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• You are the key to success of the campaign!− Department/agency events− “Key” to collecting/reviewing pledge cards and turning in funds
• Your positive attitude will help ensure a favorable response from you co-workers.
• You are the official representative of the charities that depend on the CFC for funds.− Agencies, in turn, help people in need in our community,
our country and around the world.
The Key Worker’s Role
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Marketing the Campaign
• Be creative and make it “fun” fundraising. Share creative special events on the Facebook page for Key Workers.
• Use group meetings & the Speaker’s Bureau.
• Sponsor special events for your departments/agencies.− Money collected during a special event is considered
undesignated
• Don’t take objections personally.
• All donations are voluntary so PLEASE, never coerce or strong-arm.
• Encourage payroll deduction…it’s the easiest way to give!
• Say “Thank You”!
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Campaign BEST Practices
• Have a mini-Agency Fair• Invite an Agency Speaker• Have one or many department-wide Special Events• Have your Department/Agency Head/Supervisor show support• Ask employees to share their testimonial• Hold a Department-wide meeting and inform Employees about the CFC system
−Reasons for giving−General CFC information−Discuss brochure and incentives−Answer questions−Hand out Pledge Cards and ask for Contributions
• Say “Thank You”• Read the Top 10 Fundraising Ideas and pick one to implement!• Have FUN!
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How to Handle Typical Objections
• Remember - Objections or complaints are not personal.
• Encourage Questions - Provide information about CFC ask for questions. This is a great system for giving!
• Inform - The objection may not be real. It may stem from a misunderstanding about CFC or a charity. − Provide information so that person can make an educated decision about
their donation.− Use the 2013 CFC Brochure as a resource.− Call US! We can provide you with a wealth of CFC information.− Check the Potomac CFC website: www.potomaccfc.org
• Be sympathetic - Listen carefully to concerns.
• Remain positive – Don’t get caught in an argument with the employee, just remain positive.
• Be enthusiastic!12
The Paperwork
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Ways to Give
• DoD Civilian and Military Personnel through your MyPay Account for Payroll Deduction
• CFC Nexus at: https://www.cfcnexus.org/_potomaccfc/• For pledges by Cash, Check, or Credit Card
• Paper copies for cash, check or payroll deduction
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My Pay Slides
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CFC Nexus Slides
Brochure
• Use ONLY 2013 Potomac CFC brochure.
• Or the online brochure at www.potomaccfc.org
• 3 Sections: Local/ National/ International.
• Use 5 digit code to designate agency.
• Cannot “write-in” an agency.
• Each agency must meet a strict set of guidelines in order to be listed in the brochure.
• The % at the end of each 25 word statement is the administration cost of the agency.
• Taxonomy Codes are included.
• Great resource for answering questions!17
Pledge Cards
• Keyworker should review pledge cards for accuracy and legibility
• Ensure military branch of service is completed
• Minimum Contribution (for Payroll Deduction) MyPay or Paper Copy− Military Personnel is $2.00 per pay period− Civilian Personnel is $1.00 per pay period
• Make checks payable to the Potomac CFC
• Yellow Copy and printed out copy from CFC Nexus goes in envelope.
• For Paper Pledges: White Copy goes to payroll processing office (Payroll Deduction Only). If cash or check, white copy goes back to employee
• For Paper Pledges: Military Personnel Payroll Deductions require: Full SSN and signature/date.
• For Paper Pledges: Civilian Personnel Payroll Deductions require: Either full SSN or Employee ID Number and signature/date.
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Doe, John A. X US Army, USACIDC 123-45-6789
27130 Telegraph Rd., Quantico, VA 22134 571-305-0000
1 2 3 4 5 156.00
1 Oct 2012
123 Main StHometown, VA 22222
#1234
Doe, John A. x US Army, USACIDC 123-45-6789
27130 Telegraph Rd., Quantico, VA 22134 571-305-0000
30.00 780.00
0 0 0 0 0 156.00 0 0 0 0 0 156.00 0 0 0 0 0 156.00 0 0 0 0 0 156.00 0 0 0 0 0 156.001 Oct 2012
123 Main StHometown, VA 22222
[email protected] Signature 1 Oct 2012
Doe, John A. x US Army, USACIDC 123-45-6789
27130 Telegraph Rd., Quantico, VA 22134 571-305-0000
780.00
0 0 0 0 0 156.00 0 0 0 0 0 156.00 0 0 0 0 0 156.00 0 0 0 0 0 156.00 0 0 0 0 0 156.001 Oct 2012
123 Main StHometown, VA 22222
#1234
Your NameUSACIDCG-3
27130 Telegraph RdQuantico, VA 22134(571)305-0000
27Mr. Steve Murane
2 1560.00
3 2350.00
1 790.00
Report Envelope - Front
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1 $780.00
1 $780.00
2 $1560.00
2 $1560.00
Your Signature/Date
1
1
1
1
$780.00
$780.00
$780.00
$780.00
1
1
$780.00
$780.00
2
2
$1560.00
$1560.00
1
1
$780.00
$780.00
3
3
$2340.00
$2340.00
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Report Envelope and Turn Ins
• Give pledge cards/money to Agency LEAD Key Worker.
• Lead Keyworker will complete envelope (Paper Copies and CFC Nexus Pledges both in envelope).
• White copy goes to payroll processing office not in envelope
• Separate Military and Civilian, Payroll, Cash and Checks.
• Keep Checks with the Pledge Card.
• Keep Cash with Pledge Card.
• Work with your LEAD Key Worker and get the information to them in a timely way.
• Keep track and deliver incentives - don’t forget to give incentives to donors!
• LEAD Key Worker will turn in all monies weekly (Wednesdays). 24
Turn-in Dates Lejeune Hall
SEPTEMBER
OCTOBER
• October 2
• October 9
• October 16
• October 23
• October 30
NOVEMBER
• November 6
• November 13
• November 20
DECEMBER
• December 4
• December 11
• December 18 (Late, as needed)
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The Fun Stuff
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Kick-Offs
Marine Corps Base Quantico
Main Side
Dodge Ball Tournament/Agency Fair
Friday, September 13
Barber Physical Activity Center
10:00 AM-1:00 PM
Marine Corps Base Quantico
Russell Knox Building
Kick-off/Agency Fair
Wednesday, October 2
11:00 AM – 1:00 PM
Door prizes!
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Marine Corps Base QuanticoRussell Knox Building
Chili Cook-offThursday, November 7
11:00 AM – 1:00 PMDoor prizes!
Marine Corps Base QuanticoRussell Knox Building
Bake SaleWednesday, December 4
7:00 – 9:00 AMDoor prizes!
Incentives
Lapel Pin
Gift of $1 - $999
There is no set gift! Every donation counts!
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Incentives
Koolie Carry All Cooler
Gift of $1,000 - $4,999
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Incentives
Irish Coffee Mug
Gift of Over $5,000
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Points to Remember
• Learn about the CFC
• Use the 2013 Brochure for information
• Make your own gift first
• Organize a group meeting/event
• If a group is not possible, begin making one-on-one requests for a contribution (September 1 – December 15)
• Say “Thank You”
• Attend the Weekly Turn-Ins− First turn-in date is October 2nd
• Give out incentives
• Collect any old brochures/pledge cards and recycle them
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Where Do I GoFrom Here?
• If you need further assistance contact:Capt. Peyway, MCBQ Campaign Chairperson
(703) 784-2151
Tammi Ellis, Potomac CFC
540-373-0041 ext. 310
Sharon Patrick, Potomac CFC
540-373-0041
Website: www.potomaccfc.org
Potomac Combined Federal Campaign
(CFC) 32
Russell Knox Building Contacts
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AFOSI Austin Caudle, (571-305-8839)[email protected]
CID Steve Murane, (571)305-4119 [email protected]
DIA Jessica Richardson, (571) [email protected]
DSS Anne [email protected]
NCIS Erin Kapp, (571) [email protected]
Katie Jones, (571) [email protected]
Any questions?
Thank you for your time!34
