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2014
Norcal Region
Barbara Barfield Irma JonesNorcal Campaign Director Operations Manager415-571-4149 [email protected] [email protected]
Antoinette (Toni) Taylor Clarence Benjamin Jr.Director, Beale & Travis AF Bases Director, Sacramento Hub CFC Projects Director/ Charity Coordinator Central Valley/Sacramento/Upper Northern CA
Direct/Cell: 916-790-4966 415-571-4670 [email protected] [email protected]
Angela Cleo Smith Dee Sutton Director, San Francisco Hub Director, Oakland & South Bay HubsSocial Media/New Employees Forum Director 415-571-4285510-926-9741 [email protected] [email protected]
CFC Personnel
2 Thank you for partnering with the CFC!
Administration
Fundraising(Local Support)
Overview:
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CFC Overview Charity Partnership Proposed Regulation Update NEW Charity Auto Response Pilot NEW Universal Giving Norcal CFC Campaign Events Participation
MOU Norcal Initiatives Materials Packing Speakers Training
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
Funding from 2014 Campaign will not be received until April 2015 on a quarterly basis
Norcal Solicitation Period October 1 – December 15
CFC Overview:
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Charity Partnership:
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Federal Employees Eligible Charities
Federal Employees HR Benefit Agency Morale Personal Engagement Support Charity fundraising
Charities Funding Source Community Relationship Support Feds who fundraise on charities’ behalf
Events & Speaking Materials Packing Volunteer Opportunities
Mission Achievement CFC
Liaison
Coordination
Administration
OPM Update:
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New Regulations Effective 2016 Charity application and participation fees - amounts yet to be determined Moving towards 100% online giving within five years Immediate disaster relief New employees can give w/in 30 days of being hired Solicitation period
Regulated campaign solicitation period 1 Sept - 15 Jan. Regions can pick a time period within these start and finish dates.
2014 Norcal Region – 1 Oct – 15 Dec
Charity Auto Response Pilot – testing by a few regions (not Norcal) Improve Donor / Charity relations; Instantaneous donation usage
information with online gift; Enhance donor experience; OPM made request for donor fund usage statement Norcal charities may receive additional funding from other regions
Universal Giving 2014 Eliminates geographic boundaries for local charities. Donors may give to
CFC charities in any local community throughout the country (est. 28,000 charity choices; online only)
40 Counties (yellow region)
100,000+ Federal Employees & Military Personnel
Raised $3.5 Million in 2013 – down 1M due to sequestration, furloughs and government shut down.
Norcal (0106) CFC:
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Theme Policies Protocol Security Registration Confirmation Speakers MOU
Campaign Events General Information:
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“My Story…My Choice…My Pledge”
Designed to connect federal employees
with charity services and benefits. This theme will be on all promotional
material that goes to the Federal employees. Charities may add this to their website or
Facebook page and link to the Norcal CFC
Website for pledging Charities MAY NOT link directly to their
giving mechanisms (can be sanctioned by OPM)
2014 Campaign Theme:
9 Thank you for partnering with the CFC!
Registration
MOU
Confirmation
Federation Members will receive notification and confirmation through their Federations
Independent Charities will receive notification and confirmation directly
Participants will appear on speakers list with submission of the following: CFC MOU on file
Campaign Events Participation Overview:
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Electronic registration – posted to website on Charity page Confirmations sent upon random selection of participants Only those registered who have been confirmed to participate,
and provided the MOU will be added to the entry security lists Federations register for all members Federations send ONE FINAL workbook and all member
charity MOUs Independents register and send MOU Deadlines for registration – provided with event information No Changes after deadline
Event Registration Overview
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Thank you for partnering with the CFC!
Registration Procedures:
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Each charity will provide one representative who will receive all info. Upon registration there will be a random selection of participants for
the space available. All charities that register may not be able to participate due to space limitations.
Randomly selected charities will receive event participation confirmation.
Once you’ve been informed that your charity has been confirmed to participate, your representative will submit the names of those who will attend along with their signed MOU
Each participating representative MUST complete the MOU and have it on file with us.
Representatives should plan to help setup & tear down the event. Only 1-2 representatives per event.
Event Registration Example
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Thank you for partnering with the CFC!
Coast Guard Kick Off & Charity Fair Coast Guard Island, Alameda - Date inserted
Gate Entry - 8:30 a.m. Check-In NLT 9:00 a.m. Set Up complete - 9:30 a.m. Ceremony & Charity Fair - 10:00 a.m. - 1:00 p.m.
Representative Contact Information Security Information
Last Name First Name E-Mail Rep Cell PhoneDriver's License Number & State of
Issue
Proof of Vehicle Registration &
Insurance
Confirmations sent to designated charity/federation representative
Details on each event will be emailed with the attendance confirmations. how many people are expected to attend, how many charities are accommodated, Address Event schedule Parking Security procedures Check-in If animals will be allowed How much space you will have.
Event Confirmation:
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Thank you for partnering with the CFC!
LFCC has eliminated large multi-agency events for San Francisco & Oakland due to government resource allocation and perceived value
Individual Agency Events – Coordinated by Hub Directors, Loaned Executives & Agency
Coordinators (event registration will not be centralized this year) Veterans Administration – Kick Off & Charity Fair - Sept 4th NASA Ames Research Center
Keyworker Training & Charity Fair – Sept 15 U.S. Coast Guard Island Kick Off & Charity Fair – Sept 22nd Travis AFB Kick Off – Oct 3rd
Beale AFB Kick Off – Oct 13th Others to be announced as agency coordinators schedule
Campaign Events:
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All events have the same basic process : Arrive and park 1 hour ahead of the scheduled event start time Provide required security information to receive authorization to
enter building or receive visitor’s badge Check in with Hub Director, LE or Coordinator in event room to
receive table assignment Help Hub Director, LE or Coordinator set up for event as requested Charity table set-up - complete half hour prior to designated event
start time Expect to have 3’ – 4’ table space; if more available will notify Assist Hub Director, LE or Coordinator with decorations for event Break-Down – as directed by Hub Director, LE or Coordinator (do not
break down until authorized to break down)
Clean-Up – plan to assist as requested by Hub Director, LE or Coordinator
Take your discarded items with you (trash)
Event Information:
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You may be carrying your materials some distance, so think about portability when creating your display and materials. Think wheeled suitcase--small & compact.
If event is outdoors, bring umbrella for shading
Chairs may or may not be provided depending on the venue
If an event is postponed or cancelled, you will be notified via email to the contact information on the registration.
Event Considerations
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DO: Display pictures of the people who have benefited and share their stories.
DO: Make it PERSONAL! DO: Make your display as interesting as possible. The
more interactive the better. Games are acceptable if you keep them on and/or at your designated table area. (no gambling)
Things to bring would include: table cloth, swag give-aways (with CFC# on it), bring pre-packaged and individually wrapped candy granola bars/trail mix/water, soda, etc.
Make business cards or small flyers that include your charity name & logo, CFC # & 1-2 sentence description of what specific dollar amount contributions will do.
Event Dos And Don’ts
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Business Dress code: We recommend you wear your charity shirts, pants/skirts and comfortable shoes. Also, wear a name tag if possible.
DON’T: Ask for financial contributions and/or pledges during any conversation or on any material you hand out at any event.
DON’T: Ask/gather contact information for any Federal employees. They are allowed to contact you, but you may NOT contact them.
DON’T: Proselytize, engage in political discussions, wear political t-shirts or buttons.
DON’T: Speak disparagingly against another CFC charity in any way.
Event Dos And Don’ts
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Outline of expectations to participate in campaign activities
Includes both events and speaking engagements
Required for each volunteer attending
Provide participant name(s) and MOU(s) together
Confirmation of receipt will be sent by email
NOTE: Scan and send signed MOU via email to [email protected]
Memorandum of Understanding:
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Thank you for partnering with the CFC!
_____I agree to be responsible for communicating CFC information to any employees or volunteers that represent my organization at Campaign events, including, but not limited to Charity Fairs/Kickoffs and Speaking Presentations.
_____I understand that representatives from our organization represent every charity in the CFC, as well as other participants in the CFC according to regulation 5 CFR Part 950.105(b) and 950.105(c)2(i).
_____I understand that my charity must register to be eligible to participate in the charity fairs and that CFC staff will confirm my eligibility to attend Charity Fair/Kickoff and I understand events and will not send representatives without that confirmation. (This is only for fairs – Federal staff independently coordinate Speaking Presentations at their locations and CFC staff are not involved in the details.)
Memorandum of Understanding:
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Thank you for partnering with the CFC!
_____I am willing and able to enter Federal Government facilities on behalf of my charity.
_____I have proper photo ID (driver’s license, passport, or other) which I will bring to
any Campaign event, as well as current auto registration, proof of auto insurance and I understand my vehicle may be subject to inspection at
any Federal Government facility.
_____I understand that while driving of government property, I must obey all posted driving requirements such as seatbelt laws, posted speed limits, construction signage and may only use hands free communication devices.
_____I understand that each Federal Government facility has its own rules, regulations and protocol and I agree to learn and adhere to them while representing the CFC.
From the MOU:
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Thank you for partnering with the CFC!
_____I understand that if I register for a Charity Fair/Kickoff and cancel without 48 hours notice or do not show up at all, my charity will be excluded from participating in any other CFC events for the 2014 campaign.
_____I understand that CFC staff will confirm my eligibility to attend Charity
Fair/Kickoff events and will not send representatives without that confirmation. (This is only for fairs—LE and Coordinators independently arrange speaking presentations at their locations and CFC staff is not involved.
_____I understand that some government facilities may conduct a background check on me upon registering for an event prior to my admittance into a government
facility. I may be required to provide my Social Security number, date of birth, and driver’s license number upon being registered to participate at any event.
From the MOU:
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Thank you for partnering with the CFC!
_____I understand that I am expected to arrive at the building—not just at the base entrance and completely set up—at least thirty minutes before a Campaign event is scheduled to begin.
_____I understand the entry to the base could exceed 30 minutes.
_____I understand that I may not take electronic devices such as cell phones,
smart phones, cameras, ipods, ipads, computers, netbook— anything with an “on/off switch into some government facilities. I understand that in these facilities I will be required to store my device(s) in my vehicle or have it confiscated. All confiscated devices are subject to being cleaned.
_____I understand that I will be asked by facility personnel to confirm that I do not have any of the above mentioned electronic devices on my person prior to receiving a visitor’s badge.
_____I understand that in some secure buildings I may not be able to enter of leave a display area without being escorted by building personnel. This includes being escorted to restroom facilities.
From the MOU:
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Thank you for partnering with the CFC!
_____I understand that participation in Campaign events is for outreach only; I will not sell items at campaign events or participate in direct fundraising in any other way,
including, but not limited to, asking Federal employees to donate directly to my charity,
engaging in raffle or gaming activities, or placing collection containers on my display.
_____I understand that if I (or any other representative of my charity) am reported for inappropriate behavior during a charity fair including, but not limited to, proselytizing, political discussions, asking directly for pledges to my charity or disparaging another CFC charity in any way, my charity will be excluded from participating in any other CFC events for the 2011 Campaign.
_____I understand that I am a guest in any Federal Government facility where I am participating in a CFC event and will behave graciously and respectfully at all times to Federal employees as well as other charities. As a representative the Norcal Combined Federal Campaign, I will dress in a professional manner.
From the MOU:
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Thank you for partnering with the CFC!
_____I understand that my charity will be assigned display space, that my
charity will likely be sharing a table with another charity and will not use more than my allotted space for my display.
_____I understand that either the event hosts (federal personnel) or the administrative personnel
will notify me when it is time to break down my display. I will not break down my display prior to being authorized to do so.
_____I understand that I am expected to assist event host volunteers and CFC staff with set up and cleanup at all CFC events as directed.
From the MOU:
26 Thank you for partnering with the CFC!
Federal Employee Support for charity contributions Located in Sacramento: 801 I Street Parking reimbursement: must provide receipt; Wear comfortable shoes Bring a sack lunch, beverage and snacks as desired or walk to
local eatery We’ll send you a sign up form Volunteers or Staff Sign up for day long shifts Package Materials based on agency departmental personnel
Numbers Date - TBA upon receipt of materials
Partnership Materials Packing:
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Thank you for partnering with the CFC!
Materials Packing & Distribution
Thank you for partnering with the CFC!
Materials Packing Mechanics
Partnership Between Feds & Charities Purpose
Engage 20-35 demo group Meet their specific charitable giving needs Develop career donors
Initiatives Social Media Communications Develop Volunteer Partnership
Volunteer Opportunities Leadership Development
Norcal Initiative:Young Donors Cultivation
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Thank you for partnering with the CFC!
Partnership Between Feds & Charities
Communication Initiatives
Social Media Communications
TWEETS
Facebook – pictures, comments, conversations
Develop Volunteer Partnership
Volunteer Opportunities – CFC posted calendar
Leadership Development – project/event leadership opportunities that can enhance professional resume
Young Donors Initiative:
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Thank you for partnering with the CFC!
Speakers requests
Kick Off Ceremonies
Staff meetings
Commander’s calls
Speak present on behalf of all charities
Must sign MOU to become a speaker on behalf of CFC
Tell us…What’s your story”
CFC Presentations – Dos and Don’t of CFC Speakers
Most Frequently Asked Questions
Speakers
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Thank you for partnering with the CFC!
This training is to help you understand more about the CFC so that you can represent your charity and the CFC appropriately.
Credibility ForContributions
Speakers Training Purpose:
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Thank you for partnering with the CFC!
Introductions – Tell us … “What’s Your Story?”
Speakers Dos and Don’ts CFC Scope & ThemeCFC Materials Most Frequently Asked QuestionsQ & A
Speakers Bureau Objectives:
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Thank you for partnering with the CFC!
Speakers selected by Federal personnel
Speak during staff meeting or at events
Speakers collect details from hub director, Loaned executive or agency coordinator
Best way to engage Feds
Speakers Bureau:
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Thank you for partnering with the CFC!
Plan for speaking a maximum of 3 minutes
Give a personal overview: What’s your story? Why you got involved
“I’ve been involved with XYZ agency for X years. I became involved as a (recipient, volunteer, staff) because _______________.
Follow up with a brief agency overview:
For those of your unfamiliar with XYZ we provide programs and services to help ______________.
REGULATION:
Close: “XYZ agency is one of the many worthy CFC supported charities. Find one close to your heart and support it by giving through the CFC.”
Thank the audience and the keyworker for allowing you to share your story.
CFC Presentation:
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Thank you for partnering with the CFC!
KEEP IT PERSONAL!
People give to a cause they identify with personally
People give to people
Tell a personal story about a client
Bring a client to tell their own story
Keep your “company story” very brief
Effective Speakers
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Thank you for partnering with the CFC!
Smile and speak low and slow
Maintain eye contact – no reading!
Pay an honest compliment
Don’t be nervous – these folks admire the passion you show for your cause
Always speak from the heart
But remember this is not the time for an argument
Thank your audience more than once!!
Delivery Considerations:
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Thank you for partnering with the CFC!
7% what you say
38% tone of voice
55% body language
They start off seeing you as an expert, don’t give them any reason to change their mind!
What Your Audience Notices
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Thank you for partnering with the CFC!
DON’T use a PowerPoint or video to tell your story
DON’T ask for contributions to your agency
DON’T bring agency literature that solicits direct contributions
DON’T go long with your presentation
DON’T overload your audience with statistics
DON’T discuss politics, religion, or sexual issues
DON’T compare your agency’s services to another
Speakers Don’ts:
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Thank you for partnering with the CFC!
Be prepared for questions – about your organization and about the CFC. Know the CFC! (www.opm.gov/cfc) - home page overview Know your audience. Bring a copy of the FAQs Can bring informative or educational material about your
charity but… Cannot ask directly for contributionsMust be left in back for people to pick up – may not
distribute
Speakers Bureau:
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Thank you for partnering with the CFC!
Why do people give through the CFC?
They have received help from a CFC-eligible agency
They know someone else who has been helped by a CFC-eligible agency
They want to help others
CFC is a convenient way to make a difference
Why don’t people give through the CFC?
They weren’t asked
They feel pressured or can’t afford it
They dislike one of the CFC-eligible agencies
FAQS:
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Thank you for partnering with the CFC!
Why should I give through the CFC?
Each CFC-eligible charity has been thoroughly screened by a committee of Federal employees, ensuring its legitimacy
Charities can rely on the annual, operational funding they receive through CFC contributions
Payroll deduction for Federal employees is only available through the CFC
Combining your contribution with your colleagues around the world, you are part of a greater impact
FAQs:
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Thank you for partnering with the CFC!
Why isn’t my favorite charity part of the CFC?
All charities must apply to participate in the CFC – either nationally, internationally or locally
A committee of Federal employees reviews all charity applications for their compliance with OPM requirements and regulations
Why should I support the CFC when it has charities I don’t like?
All CFC-eligible agencies are selected objectively based on OPM requirements and regulations
CFC is a donor choice campaign; each donor chooses the charity they want to give to
FAQs:
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What if I can’t afford to give right now?
Payroll deduction spreads smaller amounts throughout the year
Payroll deductions don’t begin until the January 2015
95% of contributions through CFC are payroll deduction
Is my contribution tax deductible?
100% of a contribution through CFC is tax deductible
In most cases, your pledge form and final pay stub of the year can serve for tax purposes
Contact CFC administration for tax letter
FAQs:
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Thank you for partnering with the CFC!
Why should I give when I don’t use any of these charities?
You most likely have had contact with a CFC-eligible agency
Swimming lessons at the Y
Red Cross CPR class
Friends/Family with disease
Friends/Family in disaster
CFC-eligible charities improve communities for everyone
FAQs:
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Thank you for partnering with the CFC!
2014
Norcal Region