2009 Charity Outreach Briefing

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2009 Charity Outreach Briefing

• Welcome!

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2009 Campaign Plan

• OPM Innovation Award 2003-2008

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Todays Presentation

• Look Back
• 2008 Performance
• Local Trends Compared to National CFC
• Look Ahead
• Campaign
• Marketing
• Calendar

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Looking Back at 2008
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Final 08 Results

• 62,733,354
• 1.9 million increase
• 149,561 contributors
• Average gift 419.45
• Participation Rate of 42.3 percent
• Actual Cost Ratio of 8.03 percent

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CFCNCA Giving Recap

• Largest campaign
• 23 percent of all national pledges
• Largest amount of new dollars pledged
• Actual cost ratio is almost 2.5 percent lower
  than national average
• With cost saving, dollars distributed to
  charities will be up more than 4 percent

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Building Blocks

• 3,853 charities designated in 2008
• Expect more than 4,000 charities in 09

• 149,561 Federal givers
• Up 2,100
• Employment hold steady
• Outreach to new employees needed

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Where Pledges Help
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Where Donors Come From
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Overall GivingCFCNCA and National, 1965-200
CFCNCA Up 15.4 million since 2002 Accounts for
70 percent of new contributions made nationally
the last three years
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Average GivingCFCNCA v. National, 1965-2008
419.45 Average Gift 246.16
National Avg. Gift
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Participation RateCFCNCA vs. National, 1965-2008
42.3 percent CFCNCA 28.1 Percent National
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Payroll Deduction v. Cash Giving2003-2008
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What Happened in 2008

• Foundation of success shown by strong results
• Several core accounts made huge difference in
  final results
• Innovation at US PTO showed how technology helps
  to liberate donors and volunteers from paper
• Ample room for improvement
• Emphasis on participation may have hurt push for
  payroll deduction

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A Look Forward
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Positive Signs

• 2008 Local and National Results
• Stability of Federal careers
• Generosity of Federal employees
• Commitment to Public Service
• Stimulus bills will add employees to key
  departments

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Overcoming Obstacles

• Persistent Economy Crisis
• BRAC Implementation Starting to Impact Campaign
• New Administration
• Cabinet presence of many former senator where
  there is not as strong a CFC tradition as in the
  Executive branch
• Three-fold challenge
• Retain current donors
• Attract lapsed donors
• Add new donors, especially younger donors
• Increase use of technology
• On-Line Pledge Assistant, EEX

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Focus for 2009

• Continue delivering results that matter by
  building upon successful fund-raising track
  record
• Added emphasis on financial stewardship and the
  proper role each person and organization plays
• Expand innovative programming
• Work within budget that sends a positive signal
  to donors that we are cutting overhead so more
  money goes to charities

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Case for Support

• Generosity of Federal employees.
• Personal choice. Collective strength.
• Maximize the value of your pledge.
• Giving made easy.
• Accountability you can trust.
• Public service spirit.

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Campaign Goals

• Provide all Federal employees with an informed
  opportunity to give through CFC
• 2 percent increase in the rate of participation
• From 42.7 to 44.7 percent
• 158,000 donors (about 8,600 net new donors)
• 5 percent increase in average giving
• Increase average gift to 440.43
• 20.97 increase
• Proposed Campaign Goal 64 million
• LFCC action expected on June 16

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Increasing Participation

• Cultivation Calls to Selected Agencies
• Marketing
• CFC stories and video on social networking sites
  such as You Tube, FaceBook, My Space
• Training
• Campaign techniques from successful campaigns
• Recognition for increasing participation

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Marketing Strategy
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Marketing Meetings Findings

• Knowledge and perceptions of CFC
• High level of understanding
• Valuable and worthwhile, causes resonate
• Depth of knowledge
• Residual issues of trust from earlier management
• Length of campaign
• Unknown outside of government

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Marketing Meetings Findings (cont.)

• What is Important to Communicate
• Value of participation
• Every gift helps
• Sense of Responsibility
• Diversity and Choice
• Why Giving is Effective
• Balance Fun Events and Payroll Emphasis

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Conclusions

• Participation and Making a Difference
• Sense of Altruism
• Choice
• Internal communications expand on CFC theme
• Value of a small donation
• Inspire new donors to participate

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Theme

• The Compassion of Individuals.
• The Power of Community.

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What Can You Do to Prepare

• List Your Five-Digit Code on Public Materials and
  Website
• Reach out to existing donors through direct mail
  and e-mail (especially .gov addresses)
• What Your Dollars Will Buy
• 400 level (average gift)
• 500 level (average PRD gift)
• 600 level (average electronic PRD gift)
• 100 level (average cash gift)
• Recruit quality speakers and presenters

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2008-2009 Schedule
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Thank you!

• We look forward to working with you in 2009!

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2009 CHARITY OUTREACH PROGRAM (COP)
BRIEFING

• OPM Innovation Award 2003-2008

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OBJECTIVES

• Explain Program Elements and Agreements
• Discuss Effective Presentation Techniques
• Understand Importance of Commitments

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Charity Outreach Program (COP) Background

• CFCNCA circulates information via print, video
  and the website (www.cfcnca.org)
• Limited number of occasions for charities to
  meet campaign leaders
• Provide charities the opportunity to access
  federal employees through charity fairs and/or
  speaking events (5 CFR Part 950 950.105 (b) and
  (c).

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CHARITY CATEGORIES

• Local Independent
• Local Federations with member agencies
• National
• International

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2009 Estimated Charities
2,490 National/International 754 LOCAL
INDEPENDENT 18 LOCAL FEDERATIONS with 991
MEMBER AGENCIES
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Charity Outreach Program Elements

• Brief Charities to represent CFCNCA
• Organize campaign-wide events
• Coordinate workplace charity fairs with Federal
  Agency personnel
• Process requests for speakers at events (Kickoffs
  Key-worker Training)
• Maintain Charity Database

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Charity Outreach Program Agreement

• 1 Your charity represents the entire campaign
• 2 Availability of staff/volunteers to get in and
  out of any federal facility is important
• 3 Sharing and understanding charity outreach
  requirements
• 4 Timely arrival essential and appropriate
  identification required

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Charity Outreach Program Agreement

• 5 Cancellation policy
• 6 Charities shall greet, receive, thank all
  participants, show enthusiasm, good customer
  service
• 7 Invitation only!!!
• 8 Give away promotional materials. Items may
  not be sold strictly prohibited!

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Charity Outreach Program Agreement
9 Use only display area allotted to
you 10 Be professional, dress for success,
respect other campaign stakeholders 11 Provide
feedback to CFCNCA on any significant concern
and 12 Keep your contact information current
with the CFCNCA
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COMMITMENTS

• Professionalism
• Teamwork
• Fairness

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Charity Fair Helpful Hints

• Know where you are going
• How to get in/out of a facility (parking)
• Find out about security specifics for each event
• Safeguard agency contact information
• Honor display size/area, its common to share
  table space with another stakeholder
• Make sure you reconfirm your date before the
  fair

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Charity Fair Helpful Hints

• Be UNDERSTANDING, if agency has to cancel
• Keep your COMMITMENTS and be on time
• Bring appropriate photo identification
• Give away promotional items
• Interact with all employees, everyone is a
  potential giver and
• Before leaving, give a BIG Thank You to
  employees for their support to CFCNCA.

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Effective Presentation Techniques

• Know your audience, agency/room size site
• Presentation should be 3-5 minutes
• Be concise, be compelling, enthusiastic
• Always THANK! the audience for their
  participation, generosity and support
• Acknowledge the economical strain and why
  charities need their help more than ever in these
  times

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Effective Presentation Techniques

• Tell a story how your organization improved a
  human need
• Describe your agencys need and how CFCNCA and
  the generosity of Federal Employees helped to
  accomplish your mission and
• Keep in mind Generation Xers are a part of your
  new donor base.

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Charity Outreach Program Agreement Form

• Campaign guidelines are administered in a fair
  and equitable manner for stakeholders
• Before attending any campaign event, a leader of
  your organization must read, date, sign, and
  return the completed agreement form and fax it by
  August 1, 2009, Fax Number 202.465.7545
• Todays Charity Briefing completes your training
  requirement for Campaign 2009

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POINTS TO REMEMBER

• Ask CFCNCA for assistance
• Touch bases with contact person at invited site
• Keep your commitments/be on time
• Know your audience and where youre going

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Approved 2010 Application Schedule(Each
Application Workshop Session covers the same
materials)
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Approved 2010 Application Schedule(continued)
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Approved 2010 Application Schedule(continued)
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Charity Outreach Coordinator
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Thank you!
www.cfcnca.org 750 17th Street NW Suite
200 Washington DC 20006 Tel. [phone] Fax
[phone]