Campaign Representative Computer Based Training - PowerPoint PPT Presentation

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Campaign Representative Computer Based Training

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If you are a Unit Coordinator or Keyworker for the 2014 CFC-O, you must complete the following CBT before you attend the Campaign Representative Training session scheduled at your location. Carefully click through and read each of the s to complete the training. It should take you about 15 minutes to complete the training. You will be able to print a certificate of completion at the end of the CBT. – PowerPoint PPT presentation

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Title: Campaign Representative Computer Based Training


1
2014 CFC-OCampaign Representative Computer
Based Training
2
THANK YOU
As a CFC representative, you serve as a liaison
between your colleagues and the charitable
organizations that rely on donations made through
the CFC. On behalf of the people and communities
in need whose lives have been touched by this
campaign, I thank you for your generosity by
giving back to your community. Chuck
Hagel Secretary of Defense
3
INTRODUCTION
During this training module, you will learn about
the history of the CFC, the benefits of
participating in the campaign and importance of
your role in ensuring help for people and
communities in need around the world.
4
THERE WILL BE A TEST
Throughout the presentation key information will
be highlighted in Pay close
attention to this information as it will help you
answer the questions at the end of this training.

RED TEXT.
5
WHAT IS THE CFC?
  • An efficient, effective and safe way for Federal
    employees to make charitable contributions in
    support of causes that have personal significance
    or to invest in their own local military
    community.
  • The most successful workplace giving model in the
    world with over 7 billion donated during the
    past 52 years.
  • The campaign exposes thousands of charitable
    organizations to hundreds of thousands of
    potential donors they otherwise might not be able
    to reach.

6
WHAT IS THE CFC-O?
2013 CFC-O Results 10,978,113 21.8 Participation
The CFC operates in a network of 150 local
campaigns around the world.
AFRICOM 365K 28.8 Participation
You are a part of the CFC-Overseas
CENTCOM 2.4 million 15.9 Participation
  • 5 overseas combatant commands

EUCOM 4.2 million 27.3 Participation
  • 6 continents

PACOM 3.7 million 22.3 Participation
  • 5,000 Campaign Representatives
  • 230,000 potential contributors

SOUTHCOM 108K 24.1 Participation
7
CAMPAIGN WORKERS
The campaign could never operate without a
network of thousands of dedicated Campaign
Representatives, just like you! Each
installation or area has three levels of Campaign
Representatives
  • The Community Area Project Officer or CAPO works
    in team of two and is responsible for the
    campaign at the installation level
  • The Unit Coordinator reports to the CAPO and is
    responsible for the campaign within his/her unit
  • The Keyworker reports to the Unit Coordinator
    and is responsible for the campaign within an
    office/section

8
THE REQUIREMENT
100 Informed Opportunity to Give Ensuring each
potential contributor understands the benefits of
participating in the CFC and has been asked to
make a pledge.
9
THE ASK
Did you know that the number one reason a person
chooses to make a charitable contribution is
because they were asked to do so by someone they
trust?
Keyworkers are responsible for personally
speaking with each potential contributor in their
area of responsibility about the campaign. This
personal ask is the key to the success of the
CFC. The second part of this training will walk
step-by-step through making the Ask.
10
GIVING OPTIONS
The CFC-O offers contributors three ways to make
a pledge
1. DFAS myPay
2. CFC-O eGiving
3. Traditional Paper Pledge
Card
11
MYPAY CFC ALLOTMENT
What is it?
An electronic payroll allotment contributors can
set up online through their existing myPay
account.
What are the benefits?
Fully electronic saves printing and processing
costs. Automatically processed reduces
processing errors.
Who should use it?
Active duty members and DoD civilians with access
to myPay who wish to pledge via payroll allotment.
12
CFC-O eGIVING
What is it?
Pledge online using a credit card, debit card or
direct transfer from a bank account. Choose from
one-time gift or monthly recurring pledge.
What are the benefits?
Fully electronic saves printing and processing
costs. Contributors establish an account and can
log in anytime to view/download their
current/previous pledges.
Who should use it?
Everyone! Especially National Guard and Reserve
members ineligible for payroll allotments and
individuals separating from the service within
the year.
13
PAPER PLEDGE CARD
What is it?
Traditional pledge method in triplicate format.
What are the benefits?
Effective tool for fundraising events.
Who should use it?
Pen and ink traditionalists. Anyone without
access to the internet. Contributors wanting to
donate cash.
14
PLEDGE COLLECTION
Paper pledge cards come in triplicate,
carbon-copy form.
The top copy, the original, is the finance copy.
If a contributor donates via Payroll Allotment,
this copy goes to the finance office for
processing.
The middle copy, the pink copy, is the CFC-O
copy. The CFC-O office MUST receive a pink copy
for every pledge in the campaign. This is how the
charities receive their designations.

The final copy, the green copy, is the
contributors copy. Keyworkers should return
this copy to the contributor when collecting
pledges.

15
PLEDGE COLLECTION
What goes in the Report Envelope?

For online pledges (either eGiving or myPay), you
do not have to collect anything! But, you can
collect the front cover of the pledge card if the
contributor gave feedback or checked the I gave
online box.
Each Campaign Representative will have a weekly
report envelope to collect completed paper pledge
cards and any cash or checks submitted by
contributors.
For Payroll Allotment pledges, collect the white
copy and the pink copy of the pledge card. You
can also collect the front cover of the pledge
card if the contributor gave feedback.
For Cash/Check pledges, collect ONLY the pink
copy of the pledge card along with the
contributors cash or check. You can also collect
the front cover of the pledge card if the
contributor gave feedback.
16
STAY CONNECTED
Attend the second part of this training either
in-person or via teleconference. Contact your
CAPO or the CFC-O office for details on the date,
time and location.
Like us at facebook.com/cfcoverseas.org to
follow campaign updates and be a part of the
CFC-O community.
17
Its quiz time!
How much do you remember?
18
QUESTION 1
How long has the Combined Federal Campaign been
helping Federal employees make safe, efficient
and effective contributions to charitable
organizations?
A. More than 20 years
B. More than 30 years
C. More than 40 years
D. More than 50 years
19
QUESTION 2
How much money did the generous uniformed service
members and DoD civilians stationed in the five
overseas combatant commands pledge through the
CFC in 2013?
A. More than 1.3 million
B. More than 5.6 million
C. More than 7.5 million
D. More than 10.9 million
20
QUESTION 3
What is the title of the Campaign Representative
who is responsible for administering the campaign
at the installation level?
A. Keyworker
B. Community/Area Project Officer (CAPO)
C. Campaign Manager
D. Unit Coordinator
21
QUESTION 4
What is the number one reason a person actually
makes a contribution to a charitable organization?
A. To give back to those less fortunate
B. As a tax-break
C. Because someone they trust asked them to do so
D. They have more money than they need
22
QUESTION 5
Which Campaign Representative is responsible for
talking with potential contributors, ensuring
they understand the benefits of the CFC and
asking them to make a pledge?
A. Keyworkers
B. Unit Coordinators
C. CAPOs
D. Campaign Managers
23
QUESTION 6
What is the primary requirement of the CFC?
A. 100 Contact
B. 100 Participation
C. 100 Informed Opportunity to Give
D. 100 Online Giving
24
QUESTION 7
Who is eligible to make an online payroll
allotment donation through DFAS myPay? (choose
all that apply)
A. Active Duty Military Members
B. DoD Civilians
C. National Guard and Reserve Members
D. Government Contractors
25
QUESTION 8
What happens to the green copy of the paper
pledge card?
A. It is mailed to the CFC.
B. It is returned to the contributor.
C. It is destroyed.
D. It is entered into a drawing for a prize.
26
QUESTION 9
For a payroll allotment, what should be collected
from the contributor? (choose all that apply)
A. White copy
B. Pink copy
C. Green copy
D. Inside front cover (if feedback has been given)
27
QUESTION 10
Which copies of the pledge card should NOT be
collected for a cash/check contribution? (choose
all that apply)
A. White copy
B. Pink copy
C. Green copy
D. Inside front cover (if feedback has been given)
28
DONT FORGET!
Print out your certificate of completion and
bring it to the in-person training session if one
is being held at your installation.
2014 CFC-O Campaign Representative
Training Certificate of Completion
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