2017 Campaign Management Guide. Combined Federal Campaign.

Transcription

1 2017 Campaign Management Guide Cmbined Federal Campaign

2 Table f Cntents Abut the CFC Imprtant Facts Gegraphic Bundaries New fr 2017 Campaign Leadership Lcal Federal Crdinating Cmmittee (LFCC) Managing a Successful Campaign Campaign Activities Leadership Supprt Recruiting and Training Keywrkers Reaching Out t Remte Emplyees Prmting the Campaign Campaign Events Sample Kickff Event Prgram Hw t Request Charity Participatin at an Event Suggestins fr Increasing Event Attendance Campaign Prmtinal Days Prcessing Paper Pledge Frms Cmmn Pledge Frm Errrs Awards and Recgnitin FAQs Checklist Welcme t the new-and-imprved Cmbined Federal Campaign (CFC)! COMBINED FEDERAL CAMPAIGN 2.0! As yu are prbably aware, sme critical aspects f the CFC have changed in 2017, but the missin remains the same: t prmte and supprt philanthrpy thrugh a prgram that is emplyee fcused, cst-efficient, and effective in prviding all Federal emplyees the pprtunity t imprve the quality f life fr all. As the Hnrary Chairpersn f the 2017 CFC, I wuld like t thank yu fr serving as part f a pwerful Federal cmmunity that raises hundreds f millins f dllars t help imprtant causes and individuals in need. Service as a campaign leader is a fantastic pprtunity t netwrk within yur rganizatin, increase yur visibility, and hne yur skills in management, strategic planning, cmmunicatins creativity, prblem slving, time management, and mre. This year, we will ask ur clleagues t Shw Sme Lve by making a pledge, via mnetary gift r vlunteer time, t ne r mre f the many wrthy charities in the campaign. Tgether, we will help wunded warrirs, prvide medical care, feed the hungry, huse the hmeless, prtect animals and the envirnment, and make a difference in cuntless ther ways. The beauty f the CFC is that it is large and small at the same time. Hw is this pssible? The CFC harnesses ur cllective pwer t psitively impact the lives f millins f peple while hnring ur individual gifts t the causes we persnally care abut the mst. As mentined, sme aspects f the CFC are new this year, s please read this guide carefully t ensure yur campaign runs in cmpliance with the new regulatins. While these changes are designed t maximize the efficiency and effectiveness f the CFC, the key t success remains the same: persnal cntact between cmmitted campaign wrkers and ptential dnrs. Thank yu fr cntinuing the prud 56-year traditin f the CFC and ushering this imprtant prgram int a new era. Thusands f charitable rganizatins depend n ur supprt. Nw, let s make this the best campaign yet and Shw Sme Lve tgether! TOGETHER, LET S SHOW SOME LOVE!!! Regards, The Hnrable Benjamin S. Carsn, Sr., M.D. Secretary U.S. Department f Husing and Urban Develpment 2017 CFC Hnrary Chair 2 Campaign Management Guide

3 Abut the CFC The missin f the CFC is t enable Federal emplyees t supprt charitable causes f their chice thrugh a cst-efficient and effective prgram. Each year, thusands f Federal emplyees serve as campaign wrkers t help implement the campaign and inspire their clleagues t Shw Sme Lve t the causes that mean the mst t them. As a campaign wrker, yur rle is t crdinate the campaign within yur department r agency. This guide will help yu plan and manage a successful 2017 campaign. Additinal infrmatin can be fund n the website under the Campaign Wrkers tab. Imprtant Facts The CFC is ne f the largest and mst successful wrkplace fundraising campaigns in the wrld. Over the past 56 years, the CFC has raised $8.2 billin t help thse in need arund the crner, acrss the natin, and thrughut the wrld. In 2016, mre than 400,000 Federal emplyees arund the wrld pledged ver $167 millin t help peple and cmmunities in need a reflectin f the generus nature f Federal emplyees. In 2016, mre than 2,500 Federal emplyees in Pacific Nrthwest zne pledged mre than $1.1 millin t help peple and cmmunities in need. During the campaign, which runs this year frm Octber thrugh January, Federal emplyees chse frm amng thusands f vetted charities and give t them nline thrugh a central giving platfrm at pm.gv/ ShwSmeLveCFC r via paper pledge frm. Gegraphic Bundaries The Pacific Nrthwest zne includes: the frmer Pacific Nrthwest CFC and Klamath & Lake Cunties CFC. Campaign wrkers may nly slicit cntributins frm Federal emplyees whse fficial duty statin is lcated within these gegraphic bundaries and retirees wh reside in the area. T see a map f the gegraphic bundaries f ur lcal campaign zne, visit the website. New fr 2017 There are several exciting new additins and changes t the campaign this year. ADDITIONS Centralized giving platfrm. All cntributrs will nw be able t pledge via a single pledge prtal t give nline. Vlunteerism. Federal emplyees will nw be able t pledge vlunteer hurs in additin t mnetary dnatins. Retiree giving. Federal retirees are nw invited t cntinue t supprt the charitable causes that are imprtant t them thrugh the CFC by making a dnatin thrugh their Federal annuity. CHANGES N undesignated cntributins. Cntributrs will n lnger be allwed t leave a dnatin undesignated. They must select ne r mre charities t receive their funds. Campaign events. New regulatins prhibit cash fundraising events. Hwever, events that train and mtivate campaign wrkers, educate cntributrs abut the campaign r its participating charities, r celebrate the success f the campaign (such as kickff events, rallies, charity fairs, awards ceremnies, and finale events) are still strngly encuraged. N cash cntributins. Dnating with cash is n lnger permitted. Campaign Management Guide 3

4 Campaign Leadership Lcal Federal Crdinating Cmmittee (LFCC) The campaign s gverning bdy which may be cmprised f lcal Federal fficials, members f inter-agency rganizatins, and representatives f emplyee unins. The LFCC Chairpersn and Vice Chairpersn lead the LFCC in its versight f the campaign. Campaign Chairpersn The department r agency head wh supprts the campaign by participating in special events, apprving campaign gals, and prviding the resurces necessary t run an effective campaign. Als knwn as Agency Head. Campaign Vice Chairpersn A senir fficial wh secures the supprt f a department r agency s senir management team and participates in campaign events. Laned Executive (LE) A Federal campaign assistant detailed t wrk fr the CFC fr a specified length f time (as determined by the LFCC and the LE s Federal agency) t supprt campaign activities. (Nte: nt all campaign znes use LEs.) Lcal Federal Crdinating Cmmittee (LFCC) Jim Pena, FS Chair Captain Thmas Griffitts, USCG Vice Chair Matthew Bird Tina Burke Farley Hwell Rn Jhnsn Christi LeMieux Steven Lewis Annette Maddux Dennie Martin Mnica Neal Cathy Pearsn Campaign Manager (CM) At large agencies r installatins, the Campaign Manager is a Federal emplyee wh leads and crdinates the CFC and the campaign cmmittee within the department r agency. Campaign Crdinatr A Federal emplyee wh recruits Keywrkers and rders and distributes campaign supplies at his/her department r agency. The Campaign Crdinatr als versees campaign reprting and pledge prcessing, under the directin f the Campaign Manager (if applicable) r Campaign Chairpersn. Keywrker A Federal emplyee wh persnally cntacts clleagues t prmte the CFC, answers questins, and asks peple t participate by making a mnetary gift and/r pledging vlunteer hurs. Campaign Supprt Central Campaign Administratr (CCA) The rganizatin respnsible fr develping and maintaining the natinal CFC giving website, receiving pledge data, and making distributins t charities. The CCA can be cntacted at: (tll-free), (lcal/internatinal), r Outreach Crdinatr (OC) A small business cntracted by the Office f Persnnel Management (OPM) t cnduct marketing activities, arrange fr events such as charity fairs, and educate charities and dnrs regarding the CFC prgram within a lcal campaign zne. 4 Campaign Management Guide

5 Managing a Successful Campaign Campaign Activities This infrmatin will help yu lead a successful 2017 campaign. Pre-campaign q Attend campaign training and/r meet with yur lcal OC r LE. Check the lcal website t find the time/ lcatin f yur lcal campaign training(s). In sme cases, campaign training may be an nline event. If yu are nt available fr the training meeting, be sure t watch the recrded sessin and/r arrange t meet in persn with yur lcal LE r OC. They will wrk with yu t review last year s results, plan this year s campaign, and help yu access numerus CFC resurces, campaign management tls, and marketing ideas t inspire a high rate f participatin. q Make a campaign plan and submit it t the OC. Cnsider the fllwing areas: Kickff and ther special events Prmtin, marketing, and cmmunicatins Leadership supprt Campaign wrker recruitment, training, and cntinued mtivatin Awards, recgnitin, and clsing events q Review yur department r agency resurces and structure. Cunt all f the physical lcatins f yur department r agency and btain the number f emplyees in each ffice/unit. This infrmatin will allw yu t determine the quantity f supplies t rder, delivery lcatins, and number f Keywrkers yu will need. Reprt any changes t campaign structure/ffices frm previus years t yur LE r OC. q Meet with yur Campaign Chairpersn and Vice Chairpersn (i.e., lcal department r agency head) t secure their supprt fr yur campaign plan and ensure their active invlvement in the campaign. Yu will als want them t set a dllar gal fr yur campaign. Yur LE r OC can prvide yur agency s giving histry t help yu. The mst successful campaigns are thse with visible supprt frm a department r agency s tp leaders with a measurable gal t attain by the end f the campaign. q Recruit and train Keywrkers and establish a campaign supprt cmmittee t meet regularly during the curse f the campaign. Keywrkers and cmmittee members will plan and implement critical elements f yur campaign, including cmmunicatins, lgistics, marketing, labr, and event planning and supprt. If pssible, include next year s Campaign Manager n yur cmmittee. Invite enthusiastic, creative emplyees wh represent different age grups, ffices, and backgrunds. q Meet with ther internal teams t assist with campaign needs. Identify IT cntacts as members f yur cmmittee wh will prvide technlgy supprt and help address technlgy issues such as firewall blcking. Create a plan fr internal tracking and reprting f campaign results, including wh is respnsible fr submitting any paper pledges. Cntact yur ethics ffice t discuss apprval prcesses fr events and activities. Cntact yur cmmunicatins team t assess necessary apprvals. q Order supplies. Base the quantity f each supply n the number f emplyees. See the Ordering Guide n the website fr detailed instructins n hw t rder supplies. Yu can als cntact yur LE, if applicable. Campaign Management Guide 5

6 During the Campaign q Prmte the campaign. Use psters, dnr cards, , scial media, intranet sites, and events t educate and mtivate emplyees t Shw Sme Lve. With Keywrkers, fcus n face-t-face cntact with each individual emplyee. q Meet regularly with yur Keywrkers and/r campaign cmmittee. Hld weekly meetings with Keywrkers and cmmittee members t ffer mtivatin, answer questins, review prcedures, and share best practices. q Establish an accunt n the CFC centralized giving platfrm: pm.gv/shwsmelvecfc. Click the Create an Accunt buttn and fllw the prmpts while filling in the infrmatin required t sign up. In additin t handling nline pledges, this system will help yu generate reprts n campaign prgress. q Track results and brief leadership. Meet with yur campaign Chairpersn and/r Vice Chairpersn weekly t brief them n campaign prgress, upcming events, and review ways fr them t get invlved. q Cllect and submit cmpleted paper pledges. Dwnlad and cmplete the CFC Pledge Reprt Summary lcated n the website. Enclse it and the cmpleted paper pledge frms in the Pledge Reprt Envelpe and mail t the CFC Prcessing Center at P.O. Bx 7820 Madisn, WI Pst-campaign q Shw Sme Lve t campaign wrkers and dnrs by thanking them sincerely. Remember t rder yur CFC awards and certificates well ahead f yur awards ceremny. q Clse ut the campaign. Order awards, plan an internal awards ceremny, cllect and submit final pledge frms, and attend yur lcal campaign s reginal awards ceremny, if applicable. q Reprt back. Prepare a lessns learned reprt t present t next year s Campaign Crdinatr. Prvide feedback t the OC and yur LE t help imprve the campaign. Leadership Supprt Encurage yur leaders t take the fllwing steps 1 Send 2 Make 3 Vcally 4 Ask 5 Be an r mem endrsing the campaign. CFC service an element f prfessinal & educatinal develpment. supprt the gals fr yur agency. fr campaign updates in executive management meetings. the first t make yur CFC pledge. 6 Ask 7 Participate 8 Send 9 all managers t endrse the campaign. persnally in campaign events. a thank-yu r mem at the cnclusin f the campaign. Recgnize campaign team members fr great service. 6 Campaign Management Guide

7 Recruiting and Training Keywrkers Recruiting Ask successful Keywrkers frm previus years t serve again. Seek their recmmendatins fr thers wh wuld make gd Keywrkers. Lk fr cmmitted emplyees wh fllw thrugh, are effective cmmunicatrs, enjy giving back, and/r supprt a charitable cause. The newest persn in the ffice may nt be the best Keywrker. Emphasize that Keywrker service is a psitive pprtunity prviding visibility, netwrking cnnectins, and the pprtunity t hne leadership skills. Obtain the candidate s supervisr s supprt. NOTE: Supervisrs shuld never serve as Keywrkers themselves. Training Attend yur reginal campaign training event in persn (r nline, if applicable). Crdinate internal Keywrker training with yur LE r lcal OC. Hld multiple training sessins and make-up sessins if necessary. Every Keywrker shuld attend a training sessin. Read and understand the Keywrker Guide in advance t fully understand what yu are asking Keywrkers t d. Hld Keywrker training in a cmfrtable space with the ability t shw PwerPint slides and access t the internet. During Keywrker training, which shuld last abut ne hur, yur Keywrkers will learn hw t talk abut the CFC with c-wrkers, hw t tell their wn stry abut which charitable cause is imprtant t them and why, and hw t cmplete the mechanics f the campaign. Stress the imprtance f 100 percent, face-t-face cntact between Keywrkers and emplyees. N ther slicitatin methd is prven t be mre effective than a persnal ask! Hand ut the Keywrker Guide and prvide each Keywrker with their campaign supplies. Encurage Keywrkers t visit the website t find tips, vides, tls, templates, and additinal training materials. Campaign Dn ts The gal f the CFC is t prvide a 100 percent infrmed pprtunity fr all ptential cntributrs t give. Participatin is vluntary and the fllwing cercive practices are strictly prhibited: D NOT: Develp r use lists f nncntributrs r cntributrs fr purpses ther than rutine cllectin by campaign staff. Supervisrs may nly see CFC results in aggregate. Allw supervisrs t slicit thse wh reprt directly t them. Use results as a factr in an emplyee s perfrmance appraisal. Set a gal f 100 percent participatin r establish individual dllar amunt gals. Slicit persnnel utside Federal emplyees r retirees. Slicit pledges frm emplyees utside the lcal campaign bundaries. Cerce anyne int participating in the campaign. The CFC is strictly vluntary. Cllect any infrmatin ther than n the pledge frm. Keep pledge frms ut in the pen. All pledge frms shuld be stred under lck and key until they are sent t the CCA. Campaign Management Guide 7

8 Reaching Out t Remte Emplyees 1 Hld a special nline kickff (e.g., webinar) with charity guest speakers and infrmatin abut the campaign. Prmting the Campaign Organize a CFC kickff event t jumpstart yur campaign and build enthusiasm amng emplyees. Play sme fun games. Invite charities. Arrange fr a mtivatinal speaker. Please visit the website fr mre ideas! Hld a charity fair r arrange fr a visit t lcal charities t educate clleagues abut the many rganizatins cunting n their supprt. 2 Prvide 3 Have 4 Create 5 Send 6 Hst each emplyee with a cpy f the electrnic pledge walk-thrugh slides. leadership recrd a brief vide r phne message. a CFC intranet page with prgress, events, and infrmatin. peridic reminders with cmpelling charity success stries. electrnic cntests r charity fairs. Hang campaign psters t build awareness and encurage clleagues t Shw Sme Lve. Utilize websites, intranets, scial media, and t publicize the campaign. Develp a special CFC sectin n yur website that highlights the benefits f giving, tells inspiring stries f peple wh have been helped by the campaign, shws phts f yur campaign activities, and highlights prgress tward yur gals. Cllect event pictures and persnal stries abut hw yu and yur clleagues Shw Sme Lve thrugh the CFC and send them t yur lcal OC t be featured n yur campaign zne s website and scial media platfrms. Cnsider rganizing a CFC day f service t include Federal emplyees wh may wish t expand their impact and vlunteer time thrugh the campaign. Hld an internal CFC Celebratin Event t thank participants, shwcase yur results, and recgnize campaign staff and thers wh helped make the campaign a success. Fr mre event ideas and tips, visit the Campaign Wrker sectin n the website. I am ne f 10 siblings. Grwing up ur family experienced hmelessness. As a result, I vividly remember sleeping in the car and living in shelters. Funding thrugh the CFC t rganizatins wh serve the hmeless ppulatin in ur regin will prvide much needed resurces dedicated t meeting their hlistic needs. Gerald A. Wilsn U.S. Department f Health and Human Services 8 Campaign Management Guide

9 Campaign Events Sample Kickff Event Prgram Use this table as a starting pint t plan yur CFC kickff event. Feel free t get creative! Yu can custmize the length and cntent f yur CFC launch rally t meet the size and needs f yur specific federal agency. Include each f these activities in yur rally. Pick ne r mre f these activities t include in yur rally. D this! Agenda Item Presenter Time Required Welcme/pening remarks Event Crdinatr 1-2 minutes Endrsement Agency Head r Cmmanding Officer 1-3 minutes CFC Overview what CFC is, hw it wrks, pledging methds, incentive items, etc. Event Crdinatr 2-5 minutes CFC Vide (3 minutes) Event Crdinatr 3 minutes Charity speaker (ask them t bring a recipient f their services, if at all pssible!) Invited guest charity (make sure the rganizatin is n the 2017 CFC Charity List) 5-7 minutes CFC stry Federal emplyee speaker 5-7 minutes Game r activity CFC campaign team minutes Clsing cmments (be sure t say thank yu! ) CFC Manager, Agency Head, r Cmmanding Officer 1-2 minutes Tip! Remember telewrking emplyees and thse wh wrk different shifts. Take pictures r recrd vide f yur event, and share it n yur agency s scial media channel r ther apprved cmmunicatin vehicle (intranet, , e-newsletter, etc.). Hw t Request Charity Participatin at an Event Knw the rules f engagement. Fr agencywide events, yu must prvide an pprtunity fr ALL CFC charities t attend yur event. If space is limited, access shuld be granted n a first-cme, first-served basis. Check the website fr details n the prcedures t request charity attendance at an event. When cntacting charities t participate in an event, be sure t include the lcatin, date, time, facility access instructins and ther instructins, such as: Speaking requirements Table/bth requirements Reminders abut prhibited activities such as selling items r asking fr direct cntributins Reminder that the charity is there t represent ALL charities We all feel pwerless against wrld hunger but even pennies a day multiplied by thusands f peple can save the lives and change the future fr starving children. Jeanne S. Phillips U.S. Pstal Service Campaign Management Guide 9

10 Suggestins fr Increasing Event Attendence 1 Plan smething creative and fun! Prmte yur plans and special speakers in advance. Get management t prmte it as well. 2 Make 3 Fd! it part f a regularly scheduled meeting (with management apprval). Hld it during the lunch hur and make it a ptluck event. Advertise that refreshments will be served. (Imprtant Per regulatins, any fd must be apprved by yur department r agency leadership and prvided by the campaign team r vlunteers. CFC funds may nt be used t purchase fd.) 4 Cmbine 5 Offer it with a hliday activity such as Hallween, Veterans Day, Thanksgiving, r in supprt f the campaign prmtinal days. dr prizes (nthing ver $20 in value). If funds are scarce, ask management fr ther incentives such as prime parking spaces, an extra hur fr lunch, etc. NOTE: Fundraising events are n lnger allwed under new CFC regulatins. N cash r ther mnetary transactins shuld take place at CFC activities. Tip! Research shws that inviting the beneficiary frm a CFC charity t tell his/her stry can be a great mtivatr fr Keywrkers. If the beneficiary is als a Federal emplyee, that s a duble bnus! Campaign Prmtinal Days Oct. 2, 2017 Nv. 2, 2017 Nv. 28, 2017 Dec. 5, 2017 Prmtinal Day #1: Kickff Event Celebrate the kickff f the campaign with yur fellw Federal emplyees. Prmtinal Day #2: Shw Sme Lve Day Tell yur CFC stry by sharing yur cause bard and why the campaign is imprtant t yu. Prmtinal Day #3: Giving Tuesday Help make this the single largest nline dnatin day f the campaign by making a gift n the website. Prmtinal Day #4: Internatinal Vlunteer Day Dnate yur time by vlunteering with a participating charity. 10 Campaign Management Guide

11 Prcessing Paper Pledge Frms One great benefit when cntributrs chse t give nline is that it requires n paperwrk. Fr paper pledges, cntributrs can mail their cmpleted pledge frm directly t the CFC Prcessing Center at P.O. Bx 7820 Madisn, WI Alternatively, yu can cllect the frms and mail them tgether nce a week in the envelpes prvided fr this purpse. Yu will need t establish a secure lcatin within yur agency fr Keywrkers r cntributrs t drp their cmpleted pledge frms where yu can retrieve them weekly. T send the frms, dwnlad and cmplete the CFC Pledge Reprt Summary lcated n the website. Enclse it and the cmpleted paper pledge frms in the Pledge Reprt Envelpe and mail t the CFC Prcessing Center. Tip! Remind dnrs that recurring credit card r bank draft payments (echecks) are viable alternatives t payrll giving, and that these methds can als be cmpleted nline. Sme dnrs like t cllect credit card pints while thers may prefer t track charitable giving via their bank accunts. The CFC enables Federal emplyees t give in many ways. Cmmn Pledge Frm Errrs Reviewing pledge frms befre sending them t the CFC Prcessing Center will ensure they can be quickly and easily entered int the pledge system. If yu find errrs, wrk with the dnr t submit a crrected frm. Illegible Ttal gift and charity designatin amunts are nt the same Funds are undesignated (all funds must be designated using a 5-digit cde) Reprting unit name/number is missing Authrizatins prtin is NOT signed Scial Security number is missing fr a payrll deductin pledge (Scial Security numbers are nly needed fr payrll deductin) I am a veteran and I cme frm a family f service members dating back t the Krean war. I feel I have a persnal respnsibility t help my fellw cmrades thrugh individual services and dnating t rganizatins that supprt ur service members thrugh the CFC. Natasha Tyler U.S. Department f Justice, U.S. Army Veteran Campaign Management Guide 11

12 Awards and Recgnitin One f the campaign s mst imprtant activities is taking the time t Shw Sme Lve t dnrs, campaign wrkers, and participating agencies/units by saying thank yu. Recgnitin and appreciatin builds mrale and a strng fundatin fr the fllwing year s campaign. Timely recgnitin can even imprve participatin in the current campaign. Dnr recgnitin: Celebrate each dnr s genersity, whether thrugh mnetary cntributins r vlunteerism, and recgnize the psitive impact made by their gifts in the lcal cmmunity, arund the natin, and thrughut the wrld. Keywrkers can persnalize the thank yu cards befre presenting them t dnrs by writing a brief nte r as a part f individual thank yu s. Nt nly will dnrs appreciate the sentiment and feel recgnized, but they may als pst the circular Shw Sme Lve card in their wrkspace, increasing awareness f the campaign. Campaign wrkers: The dedicatin and cmmitment f Campaign Managers, Crdinatrs, and Keywrkers are what make the CFC a success, and they shuld be recgnized fr their hard wrk. Certificates are an excellent and inexpensive way t accmplish this. Agency/Unit Awards: Awards are prvided fr departments, agencies and reprting units fr a variety f cntributins and effrts. Fr mre details n ur campaign zne s specific recgnitin prgrams, please visit the website. Many yuth sprts prgrams depend n dnatins t allw children t participate wh may nt therwise be able t affrd these activities. Mst imprtantly, dnatins are allwing fr healthy develpment and scializatin f ur future leaders. I feel it is extremely imprtant t help thers when yu have been blessed with the ability t d s. Giving back t prgrams that have helped yu be successful nly makes it mre meaningful. Lt Cl Clin R. Huckins U.S. Air Frce 12 Campaign Management Guide

13 FAQs Why is the CFC imprtant? The Cmbined Federal Campaign is ne f the largest wrkplace giving campaigns in the wrld. Over the past 56 years, Federal emplyees have cntributed mre than $8.2 billin thrugh reginal CFCs acrss America and verseas. Federal emplyees generusly pledged mre than $167 millin t charities thrugh the 2016 CFC. Hw d charities becme part f the CFC? Charities must apply t be part f the CFC. Each charity must be a 501(c)(3) nnprfit rganizatin, submit an IRS Frm 990, describe its human health and welfare benefits, and meet ther requirements. Applicatin infrmatin can be fund at Hw much des the CFC actually benefit charities? Charities truly lve the CFC. It is a critical surce f revenue and an inexpensive way t attract new dnrs. Charities require diverse streams f incme, including fundatins, crpratins, direct mail, special events, and the CFC. CFC dnatins are especially treasured because they are unrestricted funds, allwing nnprfit rganizatins t effectively respnd t cmmunity needs. Equally imprtant, CFC dnatins prvide charities with a surce f funding thrughut the year. Hw d I chse a charity t supprt? The charity search functin at pm.gv/shwsmelvecfc can help yu find the right charity fr yu. Search fr causes that interest yu and get a list f charities that supprt that cause, then make yur dnatin nline r by filling ut a paper pledge frm. What is the minimum cntributin? Federal emplyees wh chse payrll giving must pledge at least $1 per pay perid. There is a $10 minimum gift fr an nline credit, debit, r bank transfer. The centralized giving platfrm accepts cntributins up t $9,999. Hw can I make my CFC pledge? Pledges can be recurring r ne-time dnatins and are made nline r by paper pledge frm. When giving nline, yu can cntribute thrugh the CFC by payrll giving, credit card, debit card, r echeck. When giving using a paper pledge frm, yu can cntribute thrugh the CFC by payrll giving r a paper check. Benefits f the CFC When yu give thrugh the CFC yu are given: Chice Thusands f charities t chse frm. Cnvenience Yu can give t multiple charities at ne time thrugh the nline giving platfrm. Cnfidence All charities are audited and vetted s yu knw yur dllars are ging t a trustwrthy rganizatin. Campaign Management Guide 13

14 What if I d nt want my c-wrkers t knw hw much I gave r which charities I chse? When yu give nline, yur charities and dnatin amunt will be cnfidential. If yu prefer t make a paper pledge, give yur pledge frm t yur Campaign Manager in a sealed envelpe marked cnfidential. Yur pledge will nt be pened r prcessed until it reaches the CFC Prcessing Center. If giving by check, t whm shuld the be made ut? Cmbined Federal Campaign. Will my cntributin really make a difference? Abslutely! Just lk at these examples: equips a technlgy rm 6 prvides a family with a t cnnect trps serving safe, affrdable hme fr verseas with lved nes ne mnth. back hme. ensures the delivery f bks and human rights prgram materials t 10 cmmunity centers in Senegal. Can I make an undesignated cntributin? Undesignated cntributins are n lnger permitted under new CFC regulatins. Please designate yur pledge t a specific CFC charity r charities f yur chice. Hw much mney ges t administrative verhead instead f t the charities? All fundraising has sme administrative verhead. Hwever, new CFC regulatins and prcedures have been designed t reduce the already lw administrative rate f the campaign. In 2016, the CFC had a natinal expense rati f 15 percent. We are wrking hard t get that number even lwer in the future. That s a fractin f the 35 percent deemed acceptable by the Better Business Bureau. Hw can I get help r mre infrmatin? Talk t yur LE r lcal OC. Visit the website fr mre ways t Shw Sme Lve and fr tls t be a successful campaign wrker. My cause is educatin fr the underprivileged. I was frtunate and blessed enugh t have parents wh wrked and fught fr me t have the best educatinal pprtunities pssible. Far t ften, ther children aren t s lucky. The CFC allws Federal emplyees t return the favr sme f us were granted. They simple and easy fr Federal emplyees t d their part and then sme. Charles C. Nelsn, Jr. U.S. Capitl Plice 14 Campaign Management Guide

15 Checklist Pre-Campaign (August September) Attend CFC training and/r meet with yur LE During the Campaign (Octber January) Make yur pledge Make a campaign plan, including events (kickff, Prmte campaign n website, intranet, and campaign cntest, clsing, etc.), cmmunicatin scial media, including the campaign cntest and prmtin Send s/newsletters t emplyees Determine yur emplyee cunt and submit that and ther unit updates t yur LE r OC Hang campaign psters Meet with agency leadership t secure their Hld a kickff event and include leadership supprt, apprve yur campaign plan and set an agency campaign gal Meet regularly with Campaign Crdinatr and cmmittee members Recruit and train Campaign Crdinatrs, cmmittee members, and Keywrkers Schedule meetings thrughut the campaign with Campaign Crdinatrs, cmmittee members, leadership, and Keywrkers Meet peridically with agency leadership team Mail paper pledge frms t the CFC Prcessing Center weekly Track results Determine supply amunts and place rder Pst-Campaign (January March) Prepare final reprts fr agency leadership team Prepare lessns learned reprt Plan and implement clsing event Order awards and certificates Recgnize campaign wrkers and dnrs Campaign Management Guide 15

16 Tips fr Being an Effective Campaign Leader Make a campaign plan Invlve senir leadership Build a campaign cmmittee Recruit and appreciate Keywrkers Prmte the campaign Track results Celebrate yur accmplishments Pictured n frnt cver (left t right): Lanetha Neal, U.S. Army Crps f Engineers; Jelle Keller, Federal Trade Cmmissin; and Ry Ahrens, Federal Depsit Insurance Crpratin