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Rocky Mountain Region Employee Campaign Chair Training

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Title: Pikes Peak Region Author: PeakCFC Last modified by: Lori Nafie Created Date: 7/14/2011 9:10:14 PM Document presentation format: On-screen Show (4:3) – PowerPoint PPT presentation

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Title: Rocky Mountain Region Employee Campaign Chair Training


1
Rocky Mountain Region Employee Campaign Chair
Training
  • 2013

2
Overview
  • CFC Overview
  • Rocky Mountain CFC
  • Role Responsibilities
  • Campaign Timeline
  • Solicitation Tips, Tools Activities
  • Giving Methods
  • Break
  • Pledge Collection Reporting
  • PII OSI Security
  • Tips Tools
  • QA

Thank you for partnering with the CFC!
2
3
PCFO Team
2013
Eddie Bracken, Chairman of the Board, Irma Jones,
Operations Manager, Barbara Barfield, Campaign
Director, Cari Allen, Campaign Coordinator, Jen
Weem, Electronic Giving Coordinator, Chuck Bader,
USPS Campaign Coordinator
4
PCFO Contact Info
Barbara Barfield - Campaign Director 719-531-5501
BarbaraBarfield_at_FESforCFC.org Irma Jones -
Campaign Operations Manager 720-999-2015
IrmaJones_at_FESforCFC.org Cari Allen - Campaign
Coordinator 720-352-5076 CariAllen_at_FESforCFC.org
Chuck Bader - USPS Account Manager 719-232-3373
ChuckBader_at_FESforCFC.org Anita Obando Larimer
Weld Counties 719-999 -1015
AnitaObando_at_FESforCFC.org Jennifer Weems Gift
Redemption Manager 415-571-4852 jenweems_at_FESforCF
C.org
4
5
CFC
  • The mission of the CFC is to promote and support
    philanthropy through a program that is
    employee-focused, cost-efficient, and effective
    in providing all Federal employees the
    opportunity to improve the quality of life for
    all
  • Largest and most successful workplace giving
    campaign in the world
  • Only authorized charity fundraising in Federal
    workplace
  • Designation Campaign not all charities receive
    funds
  • Each region sets Campaign Solicitation period
    sometime between September 15 December 15 each
    year

Thank you for partnering with the CFC!
5
6
Rocky Mountain CFC
Thank you for partnering with the CFC!
6
7
Rocky Mountain CFC
Executive Committee Regional Federal Agency
Directors
LFCC Regional Military and Federal Agency Reps
PCFO Board of Directors Campaign Director
Employee Campaign Chairs
Key Workers 1 per every 25
Other Volunteers
Charitable Organizations
Thank you for partnering with the CFC!
7
8
Rocky Mountain Region
  • Approximately 42,000 Federal Employees in 20
    counties
  • Raised 3.0 Million in 2012
  • Geographic campaign hubs
  • Boulder
  • Downtown
  • Denver Federal Center Lakewood
  • Buckley Aurora
  • Larimer Weld Counties
  • Hubs supported with PCFO supported multi-agency
    kick-off events
  • Website www.rockymountaincfc.org

8
9
Whats New
  • Whats new in 2013
  • The new name Rocky Mountain CFC
  • Campaign merger with Larimer Weld Counties
  • myPay Online Giving
  • Goal criteria

Thank you for partnering with the CFC!
9
10
Themes
10
11
Themes
  • Kick Off Theme Moving Mountains
  • We have combined with 2 other regions, so we
    wanted to have an inclusive idea that all regions
    could promote at all of our events.

Thank you for partnering with the CFC!
11
12
2013 Video Options
  • Training More Than Just a Bill
  • Promoting Thank you Feds
  • Promoting I Make It Possible

Thank you for partnering with the CFC!
12
13
CFC Strategic Plan
  • Stephen Covey The 8th Habit From Effectiveness
    to Greatness
  • Create culture for giving
  • Create campaign ownership
  • Educate donors on the impact, benefit and
    effectiveness of their contribution through the
    CFC (increase donor awareness)
  • Integrate workplace and personal core values into
    campaign (service before self, leaving a
    legacy.)
  • Increase participation by attracting/cultivating
    new donors
  • Increase donations
  • Enhance the giving experience
  • Link donors and human health welfare program
    recipients

13
14
Rocky Mountain CFC Rules
  • Rule 1 Must Have Fun!

Thank you for partnering with the CFC!
14
15
Rocky Mountain CFC Rules
  • Rule 2 Keep It Simple!

Thank you for partnering with the CFC!
15
16
OPM Campaign Regulations
  • 100 Awareness
  • 100 Opportunity
  • 100 Follow-Up
  • No Coercion
  • PII OSI Compliance
  • 5CFR Part 950 OPM Memorandum

Thank you for partnering with the CFC!
16
17
Campaign Team
  • BUILD YOUR TEAM
  • KeyWorkers (125)
  • Event Activities Volunteers
  • Finance Officer/Payroll Coordinator
  • Other Volunteers
  • Event Participants

Thank you for partnering with the CFC!
17
18
What do I do?
  • Employee Campaign Chair (ECC)
  • Team Leader!
  • Recruit the Department/Agency/Division Team
  • Create the Campaign Plan
  • Inspire
  • Motivate
  • Educate Train
  • Campaign Reporting
  • Campaign Follow Up

Thank you for partnering with the CFC!
18
19
What do I do?
  • Key Workers
  • Give out materials
  • Give opportunities to give
  • Educate Train
  • Collect donations
  • Give Thank You gifts
  • Campaign Follow Up

Thank you for partnering with the CFC!
19
20
Campaign Timeline
  • Six Week Solicitation Outline (Most Effective
    Efficient)
  • Ideal Solicitation Period (6 weeks from Oct 1-Nov
    15)
  • Week 1 100 Awareness
  • Kickoff Event/Activity
  • Week 2 100 Opportunity
  • Group Presentation
  • Week 3 100 Follow Up
  • Collect Pledges
  • Week 4 6 Follow Up and answer questions

Thank you for partnering with the CFC!
20
21
Solicitation Activities
  • Promote Campaign September 30 December 15
  • Schedule pickup of Campaign Materials
  • Materials will be should be picked up Sept 20
    23 at the DFC
  • Will be available for pick up at Hub kick off
    events too
  • Promote Campaign
  • Posters/Flyers
  • Email Blasts Internal Newsletters
  • Events, Activities Staff Meeting
  • Attend a Hub Kick Off with your team
  • Plan your own agency kick off


21
22
Solicitation Tips
  • Tips
  • CFC Focus Group Results
  • Newer employees need education about what CFC is
  • Employees felt inundated with 4 6 weeks of
    solicitation
  • Run condensed solicitation in three weeks

Thank you for partnering with the CFC!
22
23
Solicitation Tools
  • CFC Website www.RockyMountainCFC.org
  • Searchable Charity Database
  • Links to online giving sources
  • PDF Brochure
  • Fill in Pledge Form
  • All support materials
  • PDF of hard materials
  • Charity Speakers List
  • All Training Tools

Thank you for partnering with the CFC!
23
24
Solicitation Events
  • PCFO Supported Campaign Hub Events
  • Boulder NOAA, Boulder, CO
  • Wed, Sept. 18 _at_ 1100am 130pm
  • Denver Federal Center, Lakewood, CO
  • Tues, Sept. 24 _at_ 1100am 130pm (Rain Day Sept
    26)
  • Downtown Kick Off, Denver, CO
  • Wed, Sept 25 _at_ 1100am 130pm
  • Buckley Air Force Base, Aurora, CO
  • Wed, Oct 2 _at_ 1100 am 130pm
  • Larimer County TBA

Thank you for partnering with the CFC!
24
25
CFC Charity Fairs
Thank you for partnering with the CFC!
26
Solicitation Activities
  • Mid Campaign Blitz Oct 21 - 25
  • Get Your Give ON-Line
  • Campaign Theme National promotion
  • Keeps Campaign Momentum Strong
  • Simplest means of giving
  • CFC Nexus
  • myPay
  • Employee Express
  • Toolkit provided
  • Fun Reminder to complete pledging
  • Second opportunity for campaign marketing
  • E-blast postcard reminder

Thank you for partnering with the CFC!
26
27
Solicitation Activities
  • Final Blitz
  • December 1- December 13
  • Its about the NEED theme reminder
  • Season of giving reminder
  • Tax Deduction reminder
  • Contribution cut off reminder
  • Electronic giving will be turned off COB Dec 15


27
28
Solicitation Wrap Up
  • All Contributions Received by ECC December 13
  • Ensure totals for Awards have been submitted
  • Final Turn-Ins scheduled with PCFO Account
    Managers
  • Dec 16- 20

28
29
Promotional Materials
Poster
Flyer
Rocky Mountain CFC www.rockymountaincfc.org
Get Your Give ON-Line
Thermometer
Thermometer
Thank you for partnering with the CFC!
29
30
Pledging Materials

Donor Appreciation Awards
Pledge Form
Reporting Envelope
Appreciation Award Confirmation
30
31
Giving Methods
  • Reoccurring Gift
  • Payroll Deduction 95 of campaign
  • Employee Express Participating Federal agencies
  • myPay
  • DoD Military and Active Duty Civilians
  • Independent Defense Agencies
  • EPA, Dept of Energy, HHS, VA
  • Nexus Payroll Deduction All Personnel


31
32
Giving Methods
  • One Time Gifts
  • Credit Card
  • Nexus
  • Cash, Check
  • Nexus
  • Traditional pledge form (hard copy or PDF)


32
33
Giving Methods
  • NEXUS Mobile Application Online
  • NEXUS Demo www.cfcnexus.org/_root/mobile/

Thank you for partnering with the CFC!
33
34
Ideas from Last Year
  • Chili Cook-Off/ Crock Pot Cook-Off with different
    categories
  • Candy Grams
  • Fall Festival with pumpkin carving contest,
    cubicle decorating contests, costume contest
  • Scavenger Hunt
  • 5K walk or run
  • Silent Auction/Basket Auction
  • Bake Sales/Burrito Sales
  • Penny Drive

Thank you for partnering with the CFC!
34
35
Stretch Break
  • Next up?
  • Campaign Pledging Reporting
  • Hurry back

Thank you for partnering with the CFC!
35
36
Pledging
Pledge Form
Pledge Form
Thank you for partnering with the CFC!
36
37
Pledging
  • Traditional Form IG Audit Findings OPM
    Compliance training
  • Illegible, if it is unreadable, the pledge may
    not be processed correctly
  • Monthly gift is listed as the annual gift
  • Designation to an invalid code pledges can only
    be made to agencies listed in this regions
    brochure
  • Form isnt signed payroll deduction cannot be
    authorized if the form isnt signed
  • Social security numbers is not provided payroll
    deduction can not be authorized without the SSN
    USPS employees may use their Employee ID.

37
38
Pledging
  • NEXUS Online Assisted Available to anyone
  • Rocky Mountain CFC Website links to NEXUS
  • One Time Contribution - Cash, Check,
  • One Time Credit Card 3 third party convenience
    banking fee
  • Continual Gift Payroll deduction (must renew
    annually, print submit form)
  • NAF, and non Employee Express or myPay
    personnel
  • Register
  • Search for charities
  • Complete Pledging
  • Print submit
  • Confirmation

38
39
CFC NEXUS
  • Pledge Training link https//www.cfcnexus.org/_r
    oot/


39
40
CFC Nexus
  • CFC NEXUS
  • Pledging
  • Demo Link https//www.cfcnexus.org/_root/


40
41
CFC NEXUS Overview
1. Registration

41
42
Pledging
  • Employee Express
  • Only participating agencies that have paid for
    the module
  • Demonstration A Demonstration Account is
    available for all to familiarize Federal users
    with the CFC-EEX E-Pledge system. Go to
    https//www.employeeexpress.gov and Login with
    999999994 and Password Demo444 (Local
    charities for this account are in the Atlanta
    campaign.)

Thank you for partnering with the CFC!
42
43
Pledging
  • myPay Online Payroll deduction only
  • Rocky Mountain Website links to myPay
  • Website Charity Searchable database (step 1)
  • myPay Transaction (step 2)
  • Login https//mypay.dfas.mil/mypay.aspx
  • Select CFC option
  • Search for charities (not recommended)
  • Pledge
  • Confirmation


Thank you for partnering with the CFC!
43
44
myPay Pledging
Combined Federal Campaign option added to MyPay
Main Menu
45
Pledging
Donor selects Add New Contribution
46
Pledging
  • Key Training Point
  • The screen will ONLY be shown to active duty
    Army, Navy, and Air Force Personnel . Those
    donors must be provided their 4-digit Campaign
    Code 0141
  • All other donors campaign information will be
    automatically populated

47
myPay Pledging
Entering an invalid campaign code will result in
an error message Incorrect code will result in
incorrect charity list
48
myPay Pledging
  1. Active duty Army, Navy, and Air Force personnel
    must Confirm Campaign prior to continuing
  2. Other donors will not see this screen

Pikes Peak Region 0140
49
myPay Pledging
Donor selects donation amount per pay
period/month Key Training Point Maximum
allowable total donation for military personnel
is 833/month. For donations higher than that,
military donors should use a paper pledge form
50
myPay Pledging
Key Training Point Donor can select a maximum of
30 charities. Donors wishing to designate more
than 30 charities should use paper pledge forms
DoD recommendation Use charity search on
website and use myPay for transaction
51
myPay Pledging
The donor enters the per pay period or per month
donation amount
52
myPay Pledging
Balance remaining is automatically calculated
Donor has the option to continue or add / delete
charities
53
myPay Pledging
Pledge summary is displayed undesignated funds
are automatically calculated and displayed
Key Training Point For an organizations pledges
to be properly credited the donor MUST enter the
Command/Unit or Federal Agency/Office Code
Unit Codes provided on back side of epledging
flyer
54
Pledging
Final review and opportunity for donor to confirm
intent
55
Pledging
Key Training Point Donor can view print PDF
pledge form for recordkeeping. Donor will
complete epleding flyer pledge confirmation form
56
Thanks You Awards
  • Donor Gifts

Thank you for partnering with the CFC!
56
57
Donor Appreciation Award Tracking
  • PCFO Tracking Form Provided for UPOs Keyworkers
  • Each KeyWorker keeps a list of their 25
    co-workers with a check box of what gift that
    donor requests and whether or not they have
    received it
  • Although Donors dont give for the donor gift,
    they can easily feel slighted if promised
    something they dont receive
  • General Gift thank you award provided with
    materials distribute as pledge
    forms/confirmation forms are collected by
    keyworker
  • Patriot Hero Thank You Awards - provided
    electronically
  • Eagle Thank You Awards provided with turn-ins


Thank you for partnering with the CFC!
57
58
Donor Appreciation Award Tracking
  • Traditional Form
  • Record award information from pledge form
  • myPay Nexus
  • Donor fills out and submits donor contribution
    confirmation form
  • Keyworker includes tracking form with envelope(s)
  • Keyworker uses tracking form to create list of
    donor gift needs
  • Keyworker send tracking form electronically to
    ECC
  • ECC tracks gift needs on master tracking form

Thank you for partnering with the CFC!
58
59
Donor Appreciation Award Tracking

Federal Agency ____________________________ Donor
_____________________________ Unit Name
________________________________ Unit
Code __________________________ Gift Level
?General ?Patriot (one hours pay per pay
period) ?Hero (two hours pay per pay period)
?Eagle ?Leadership ? Mile HIgh ?I prefer not
to receive a donor appreciation gift.
Thank you for partnering with the CFC!
59
60

__ __ __ __ __ __ __ __ __ __ __ __ __ __ __ __
__ __ __ __ __ __ __ __ __ __ __ Turn in the
portion of form to Keyworker
Installation ____________________________ Donor
_____________________________ Unit
Name ____________________ Unit
Code __________________________ Gift Level
?General ?Patriot (one hours pay per pay
period) ?Hero (two hours pay per pay period)
?Eagle ?Leadership ? Mile HIgh ?I prefer not
to receive a donor appreciation gift.
60
61
Donor Appreciation Award Tracking Ledger

61
62
Turn-In Flow Chart

Thank you for partnering with the CFC!
62
63
Campaign Reporting
  • Weekly Turn-Ins Starting October 14-December 13
  • Irmas Turn In sites
  • Boulder Tuesday
  • Denver Federal Center Wednesday
  • Lakewood Thursday
  • Caris Turn In sites
  • Downtown Tuesday
  • South Denver Wednesday
  • Aurora Buckley Friday
  • Chucks Turn In Coordinates all USPA
  • Anitas Turn In Sites
  • Larimer Tuesday
  • Weld Wednesday

63
64
Contribution Collection Tips
  • Keyworkers Collect Contributions /or
    Confirmation Forms Weekly
  • PII OSI Compliance remove cover when placing
    in envelope to submit to UPO
  • Do not staple cash checks to forms
  • KeyWorkers make regular time to turn in report
    envelope with ECC
  • Leaves plenty of time for both KeyWorker and ECC
    to verify envelope content and sign off on report
    envelope for chain of custody (IG compliance)
  • Recommend one day prior to UPO turn-in

Thank you for partnering with the CFC!
64
65
KeyWorker Turn-In Pledge Preparation
  • ?All donors should turn in something
  • Traditional Pledge forms
  • Pledges must be reviewed for completeness,
    accuracy and legibility
  • Keep forms together until turn-in
  • NEXUS
  • Print out of cash or check contributions, keep
    with cash or check
  • Do not collect credit card print out collect
    appreciation award form
  • Employee Express myPay pledge confirmation
    forms
  • Appreciation award form - Collect and verify
    forms
  • Ensure donors name and e-mail address is
    included
  • Ensure unit/office code is completed
  • Ensure gift request is completed
  • Report totals of each pledge type (cash, check
    and traditional payroll pledges) on report
    envelope


65
66
Key Worker Turn-In

NEXUS cash Check Forms
Traditional Forms
Donor Gift Request Form
Installation ____________________________ Donor
_____________________________ Unit
Name ____________________ Unit
Code __________________________ Gift Level
?General ?Silver (one hours pay per pay
period) ?Gold (two hours pay per pay period)
?Eagle ?Silver Eagle ? Golden Eagle ?I prefer
not to receive a donor appreciation gift.
Campaign Reporting The ECC/ IPO/Finance Officer
will collect all KW envelopes, verify the
contents turn in to PCFO Account Manager weekly.
ECC/IPO/finance officer will re-verify the
content of the envelopes with the PCFO Account
Manager. A chain of custody transition form on
the envelope will be signed by the all parties at
each level of turn-in. ( IG Compliance)
Thank you for partnering with the CFC!
66
67
KeyWorker Turn-In
  • ECC Envelope Verification - Weekly Turn-Ins
  • Collect and Verify KW Report envelopes
  • Verify of each type of pledge in envelope
  • Verify of each type of pledges reported
  • Verify that the name on the check, matches the
    name on the pledge form (if not, note the name of
    the donor on the check and the name from the
    check on the pledge form).
  • Verify e-pledging appreciation award confirmation
    forms
  • Collect and verify forms
  • Ensure donors name is on form
  • Ensure donors e-mail address is included
  • Ensure unit/office code is completed
  • Ensure gift request is completed
  • Sign off on report envelope once content and
    report accuracy are verified


67
68
Pledge Report
Report Envelope
Thank you for partnering with the CFC!
68
69
ECC Turn-In
  • ECCs Collection from KeyWorker
  • If collecting from larger organizations that have
    multiple departments, offices, units or even
    shifts (sub-sections), the ECCs will track and
    turn in those pledges by the corresponding
    subsection. (ie USPS GMF Tour 1, Tour 2, Tour 3
    This ensures proper credit to each part of that
    organization AND if donor information has to be
    verified, it provides for a contact closer to the
    donor to validate.
  • Each of these subsections should fill out their
    own KeyWorker Envelope, which would then be
    collected by the ECC.
  • ECC or Finance officer will record multiple
    envelopes on EEC ledger
  • ECCs use Master Ledger to record all financial
    envelopes AND donor gift requests

Thank you for partnering with the CFC!
69
70
ECC Turn-In
  • ECCs Ledger

Thank you for partnering with the CFC!
70
71
PII Compliance
  • OPM Personal Identifying Information (PII)
    Other Sensitive Information (OSI) Memorandum
  • OPM generally defines PII as information that
  • Can be used to discern or trace a persons or
    entitys identity and alone or combined with
    other information can be used to compromise the
    integrity of agency records relating to a person
    by permitting access to unauthorized disclosure
    of these records

Thank you for partnering with the CFC!
71
72
PII Compliance
  • OPM Personal Identifying Information (PII)
    Other Sensitive Information (OSI) Memorandum
  • For example, a name alone would generally not
    constitute PII, but when linked to his or her
    social security number (SSN), date of birth, or
    mother's maiden name, would constitute PII.
    (PLEDGE FORM)

Thank you for partnering with the CFC!
72
73
PII Compliance
  • OPM Personal Identifying Information (PII)
    Other Sensitive Information (OSI) Memorandum
  • OPM defines OSI as any information
  • Related to the Federal donor or charitable entity
    that could alone, or combined with other
    information, be used to commit fraudulent acts
    against the Federal donor or charitable entity.
    For example, a donors home address, bank account
    number or routing number would constitute other
    sensitive information.

Thank you for partnering with the CFC!
73
74
PII Compliance
OPM Personal Identifying Information (PII)
Other Sensitive Information (OSI) Memorandum
  • Campaign Responsibilities
  • It is the local campaigns responsibility to
    ensure it has implemented adequate controls to
    protect against the unauthorized release and
    misuse of personally identifiable and other
    sensitive information. Local campaigns are
    responsible for the proper handling of PII and
    OSI, regardless of location.

Thank you for partnering with the CFC!
74
75
PII Compliance
OPM Personal Identifying Information (PII)
Other Sensitive Information (OSI) Memorandum
  • Campaign Responsibilities
  • Proper control and handling of PII and OSI
    residing in collection envelopes, on computers,
    on removable media, and on paper and electronic
    documents
  • Ensuring portable data storage and communication
    devices are properly controlled and secured at
    all times

Thank you for partnering with the CFC!
75
76
PII Compliance
OPM Personal Identifying Information (PII)
Other Sensitive Information (OSI) Memorandum
  • Campaign Responsibilities
  • Restricting access to PII and OSI to only those
    individuals who have a business need for it
  • Keeping paper documents with PII or OSI in locked
    storage rooms or safes which can only be accessed
    by authorized users or security personnel

Thank you for partnering with the CFC!
76
77
PII Compliance
OPM Personal Identifying Information (PII)
Other Sensitive Information (OSI) Memorandum
  • Reporting PII Breaches
  • A breach of PII or OSI includes the actual or
    suspected loss of control, compromise,
    unauthorized disclosure, unauthorized
    acquisition, or unauthorized access of PII or OSI
    whether physical or electronic

Thank you for partnering with the CFC!
77
78
PII Compliance
OPM Personal Identifying Information (PII)
Other Sensitive Information (OSI) Memorandum
  • Reporting PII Breaches
  • In accordance with 5 CFR 950.104(b)(13) a LFCC
    is required to immediately report to OPM all
    potential PII data and OSI breaches -- whether
    they involve paper documents or electronic
    information. Potential PII data and OSI breaches
    must be reported within 30 minutes of discovery
    via telephone on (202) 606-2564 or email at
    cfc_at_opm.gov to OPM.

Thank you for partnering with the CFC!
78
79
Why do we have to do all that?
OPM Personal Identifying Information (PII)
Other Sensitive Information (OSI) Memorandum
  • Reporting PII Breaches
  • Both actual and suspected breaches should be
    reported, even if it is believed the breach is
    limited, small, or insignificant. In addition,
    the LFCC is reminded of its obligation to report
    all security incidents involving PII to US-CERT
    within the Department of Homeland Security (see
    US- CERT web site at http//www.us-cert.gov/federa
    l/reportingRequirements.html) and providing
    notification to victims of PII or OSI breaches,
    as appropriate.

Thank you for partnering with the CFC!
79
80
Campaign Recognition
  • 2013 Certificates of Appreciation
  • ECCs will track all Key Workers and Campaign
    Volunteers
  • PCFO form provided.
  • ECCs will turn in the master list to PCFO Rep by
    Dec 13.
  • PCFO will have certificates available for Key
    Workers and Campaign Volunteers at the
    Celebration Event.
  • ECCs can have a final meeting that recognizes
    these personnel and celebrate how your agency met
    the needs of the community through the CFC.

Thank you for partnering with the CFC!
80
81
Campaign Celebration
  • 2013 Campaign Celebration January 15
  • Ensure all staff have the details regarding the
    Campaign Celebration
  • The Celebration is for everyone who contributed
    to the campaign including your key workers,
    donors and volunteers
  • Attend the Campaign Celebration
  • Charities will be planning the event
  • Agency Awards and Individual Recognition

Thank you for partnering with the CFC!
81
82
Campaign Celebration
Thank you for partnering with the CFC!
82
83
Agency Awards
  • Agency Awards
  • Gold, Silver Bronze Awards
  • Formula based on raised funds from last year and
    current employee counts
  • Awards are given to those that reach 75 of award
    criteria
  • Benchmark 5 above 2012 campaign
  • 75 of Benchmark Bronze award
  • 100 of Benchmark Silver award
  • 125 of Benchmark Gold Award

Thank you for partnering with the CFC!
83
84
Campaign Recognition
  • 2013 Agency Hero Nominations
  • All Federal Agency Campaign Team members may be
    nominated
  • Submit Hero Nominations by December 13
  • Nominate anyone you see going above and beyond
    during the Campaign
  • Heroes are selected by the LFCC and honored at
    the Campaign Celebration
  • Heroes may also be submitted to National Awards
    Committee for National recognition

Thank you for partnering with the CFC!
84
85
QA
What is my job? To help people understand WHY
HOW Why participate? Why give? Personal
Compelling stories How do I choose? How do I
give? On-line, PDF, or Paper Pledge Form
Thank you for partnering with the CFC!
85
86
Next Steps
  • Get with your ECC and other Key Workers to
  • Plan your campaign goals and dates
  • Promote your campaign plan
  • Pick CFC Kick-off Fair to attend
  • Plan an In-house staff kick off/meeting show
    video and hand out materials (flyers, forms,
    brochure (if needed)
  • Plan other events in the giving period Chili
    cook-off, bake sale, golf tournament, etc
  • Invite a charity or a few charities to come speak
  • Train employees on giving process

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Next Steps
  • Plan campaign implementation
  • Pick collection day with Key Workers
  • Communicate with PCFO Acct Exec about which day
    youll meet
  • Agree on the goals your agency will working
    toward
  • Get Envelope Donor Award Ledger fill out for
    every meeting with PCFO Acct Exec
  • Hand out materials flyers, forms, brochure (if
    needed)

Thank you for partnering with the CFC!
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88
QA
  • Questions?

Thank you for partnering with the CFC!
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89
QA
THANK YOU For going above beyond!
Thank you for partnering with the CFC!
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90
Rocky Mountain Region
  • 2013
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