SAN ANTONIO AREACOMBINED FEDERAL CAMPAIGN

2015 PROJECT OFFICER

TRAINING

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AGENDA

• What is the CFC?• 2014 Campaign Results• 2015 Key Focus

Federation Presentations

• Project Officers-Role & Campaign Tools/Resources

Speed Dating – LE/PO Perspectives – Pledge Processes

• Wrap-Up2

OPM Office of Personnel Management…oversees the program and writes the regulations

LFCC Local Federal Coordinating Committee…group of local federal officials responsible for CFC in their community

PCFO Principal Combined Fund Organization…local organization contractedto manage CFC In the community

Agency Not-for-profit organization that provides human health and welfare and other services

Federation Group of these voluntary not-for-profit agencies who have agreed to band together

Independent Organization A not-for-profit agency that is on its own

Charity Brochure Official list of charities available for designations in the local CFC

CFC ORGANIZATION

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CFC FEATURES

• Established in 1961 by President John F. Kennedy

CHOICE – 2,800 CHARITABLE AGENCIES

176 LOCAL Agencies2,625 NATIONAL/INTERNATIONAL Agencies

CONVENIENCE – USE PAYROLL DEDUCTION (PRD)

Once-a-year, In-the-workplace

CONFIDENCE – EVERY AGENCY PRE-SCREENED FOR:

Fiscal Soundness - Program IntegrityLow Administrative Cost – 9.4% (San Antonio 2014)

• CFC is a donor designation campaign… Donations are distributed ONLY to the charities the donor designates

• You select agencies that reflect your beliefs, values & concerns

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SAN ANTONIO AREA CFC ORGANIZATIONAL

STRUCTURE

JBSA – Randolph

LFCC

PCFOUNITED WAY

JBSA – Ft Sam JBSA – Lackland Team San Antonio

CFC ChairLt Gen Roberson, USAF

CFC Exec Sec

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SAN ANTONIO AREA – CFC2014 RESULTS

• San Antonio CFC:

167 military/federal agencies – 65K+ employees

Ranked #1 out of 15 CFC campaigns in Texas

Ranked #9 out of 151 campaigns worldwide

Raised $3,365,858 for charitable agencies

The Average Gift was $330

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7 2011 2012 2013 2014

35.1% 32.7%

22.0%

15.6%

Donor Participation

2012 2013 2014

$5,379

$4,062$3,366

Dollars Raised(in thousands)

DOLLARS VS DONORS

These 25 organizations accounted for 75% of the CFC total of $3,365,8588

2014 TOP 25 CFC ORGANIZATIONS (BY DOLLARS RAISED)

Organization Name # Emp % Part Total RaisedU.S. Postal Service 2,644 31.92% 308,618.6837th Training Wing - 737 TRG 6,600 25.94% 252,817.71Air Force Personnel Center 2,661 23.07% 219,230.22Air Education & Training Command 1,379 30.17% 217,952.48South Texas Veterans Health Care System 3,300 10.42% 167,610.26Brooke Army Medical Center 4,822 7.36% 131,798.60Cryptologic & Cyber Systems Division AFLLMC/HNC 722 32.55% 109,799.23U.S. Army Installation Management Command 1,234 12.64% 108,372.5059th Medical Wing (Wilford Hall) 4,046 4.97% 98,596.92AMEDD Center and School 2,267 11.78% 96,446.7625th Air Force 728 27.61% 94,589.34U.S. Army Medical Command 770 14.42% 81,756.46Air Force Civil Engineer Center 530 24.72% 77,041.08U.S. Army South 850 24.71% 73,505.92U.S. Army North 817 25.34% 71,875.4412th Flying Training Wing 740 17.30% 69,504.04688th Cyberspace Wing 443 16.03% 46,089.85Air Force Medical Operations Agency 314 30.89% 43,709.00502d Air Base Wing 642 14.80% 41,733.98Navy Medicine Training Support Center (Students) 1,900 18.37% 40,788.00502nd Installation Support Group 1,708 5.21% 38,217.72Administrative Office of U.S. Courts - Texas Divisions 124 169.35% 36,395.56Air Force Personnel Operations Agency AFPOA/CL 282 24.11% 32,763.8737th Training Wing - 37 TRG 1,911 10.20% 30,073.6532nd Medical Brigade - Students 4,327 6.03% 29,777.12

45,761 24.8% $2,519,064

FEDERAL EMPLOYEE PARTICIPATION IN CFC

Employees Not Participating54,912

Percent of Total 84%

Employees Participating10,170

Percent of Total 16%

2014 Total Number of Employees: 65,082

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38.1% 35.1% 32.7%

2010 2011 2012 2013

CFC Donor History (5 Year Trend)

22.0%

2014

15.6%

2015 CFC KEY OBJECTIVE

• Increase Participation

• 59,912 non-contributors

A goal of meaningful contact should increase participation #1 reason people don’t give … not asked An informed employee generally gives Over 20k CFC approved agencies … something for

everyone

• Sequestration, manning cuts, etc will definitely challenge this year’s campaign [again]

• 1-on-1 engagement is essential10

Federation Presentations

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PROJECT OFFICER RESPONSIBILITIES

• Plan and implement a campaign designed to achieve or exceed your organization’s goal

• Coordinate & Report campaign progress to Commander/Director and CFC office

• Identify and train Key Workers to carry out the campaign plan

• Verify accuracy and completeness of pledge cards prior to turn in

• Work closely with Loaned Executive

• YOU are the Key to a successful campaign!!12

UNIT LEVEL CAMPAIGN STRUCTURE

LOCAL FEDERAL COORDINATING COMMITTEE

UNIT COMMANDER/ SENIOR EXECUTIVE

DONORS O O O O O O O O

O O

KEY WORKER (1

PER 30 PERS)

KEY WORKER (1

PER 30 PERS)

KEY WORKER (1

PER 30 PERS)DONORS O O O O O O O O

O O

DONORS O O O O O O O O

O O

Loaned Executive

PROJECT OFFICER

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CAMPAIGN TOOLS/RESOURCES

• Website (www.cfcsanantonio.org)Campaign Handbook Reporting InstructionsTraining Slides Charity BrochureCampaign Video CFC Gift Calculator

• On-Line Pledge Options (myPay, EEX)• Posters

Campaign PosterGoal/Thermometer Poster

• Loaned Executive

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PLANNING

• Read the Campaign Handbook (the how-to source)

• If possible, contact 2014 Project Officer (challenges & successes)

• Get on you Commander/Senior Executive’s calendar to meet!

**Unique opportunity for 1 on 1 to discuss goals, strategy, as well as to ensure leadership involvement and support

• Determine unit campaign period (around operational schedule)

• Analyze unit campaign history (available from Loaned Executive)

• Develop a Plan (available in Campaign Handbook)

• Identify Key Workers (one for 30-50 employees) is ideal

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PLANNING (CONT)

• Meet with your Loaned Executive (LE)

o Can help w/ best practice campaign ideas, assist with Key

Worker training, schedule agency speakers, etc..

o Secure campaign materials (check for correct quantity)

o Use posters (2 weeks prior / advertise campaign dates)

• Send e-mails, use newsletters, post events on shared calendars

• Schedule group presentations (Include Senior Executive and agency speakers)

• Consider a “Kick-off” event

• Consider “Fund-raising” events (at end of campaign)16

GROUP PRESENTATION (AKA THE ‘KICKOFF’)

The most efficient way to tell the CFC story

• EASIEST WAY TO:

o Set the campaign tone

o Promote pledge options (pledge card/ on-line)

o Have Senior Executive express support

o Have agency speaker encourage participation

o Answer questions donors may have

**Does not count towards contact numbers…17

CAMPAIGN RECOGNITION

• Unit Awards

o Gold – 100% of goal

o Silver – 90.0% - 99.9% of goal

o Bronze – 80.0% - 89.9% of goal

o Special Recognition – less than 80% but exceeded 2014 amount

• Appreciation Certificates are available for Project Officers and Key Workers

• Donor Incentive Gifts – discontinued except for select military trainees (coins for max pledge of $120/yr)

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3 WAYS TO PLEDGE

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MYPAY

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Pros

1. No associated Paperwork

2. Pledge is made directly with DFAS, so local finance coord is not needed

3. Can make pledge from anywhere (TDY, at home, on leave)

4. Designate up to 30 charities

5. Secure!

Cons

1. Any changes or cancellations need to be made through DFAS.

2. Module times out at @25 minutes

3. Donor input of unit account number (posted on CFC website)

CHARITY BROCHURE

• Table of Contents• CFC Information• Alpha Index of Charities• Local Charities• National Charities• International Charities• Suggested giving guide

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CHARITY BROCHURE

• Information in Charity Brochure • Charity Code (use current list – 5 digit codes)• Charity Name• Phone number• Website address• EIN # (employer identification number) • 25 word description• Charity’s management/fundraising % • Taxonomy Code

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ON-LINE CHARITY LIST

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Local List Global List

DONATION OPTIONS

WAYS TO GIVE

DESIGNATE LOCAL

Services provided in San Antonio or throughout Texas

Select individual agencies or enter “11111” to give to all International agencies

Services provided throughout U.S.A.

UNDESIGNATE TO ALL AGENCIES

Shared among all agencies proportional to the amount they received in designationsNATIONAL

INTERNATIONAL24

PLEDGE CARD

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PLEDGE CARD

FIRST SECTION• Account Number - Unique code assigned to your organization (available from PO/KW)

• Bundle Number - Will be the same number printed on bundle/report form

• Work Phone - For questions

• Name27

PLEDGE CARD

CONTRIBUTION• Method – PRD / Cash or check

o PRD - Enter amount to withhold & calculate annual amount, ORo Cash / Check – Enter total Amount (checks payable to “CFC”)o Service Branch – Check appropriate boxo Payroll Provider – Check appropriate box

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PLEDGE CARD

• Designation – Refer to 2015 Agency Brochure, enter agency’s 5-digit code & enter desired portion of the annual gift amount that is to go to that agency.

• Recognition Options - Any information you enter in this section WILL be released, along with your name, to agencies YOU designate. Check the box ONLY if you ALSO want the amount released to the agencies.

• Payroll Deduction Authorization -PRD donors ONLY sign, date and include SSN or employee ID.29

PLEDGE CARD

• WHITE copy (SCAN COPY)o Goes to Project Officer for turn-in to CFC office with “bundle” report

• YELLOW copy (PAYROLL OFFICE COPY)o Goes to Project Officer for turn-in to payroll or disbursing department

• PINK copy (CONTRIBUTOR’S COPY)o Goes to donor for his or her records

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PROCESSING PLEDGE CARDS

• Divide pledge cards into FIVE stacks:1. MILITARY PRD cards2. CIVILIAN PRD cards3. ALL CASH cards4. ALL CHECK cards5. ALL “CONFIDENTIAL GIFT” envelopes

• For each stack:o Count the number of pledge cards in stacko Tally the “TOTAL ANNUAL GIFT” amount of the cards

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BUNDLE REPORT

• Date, Account #, Name of Organization

• “Number of cards” and “Dollar amount” for this report only

No more than 100 Pledge Cards per Bundle

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BUNDLE REPORT

• Signature/phone number of project officer submitting report

• Signature/phone number of payroll office person accepting payroll copy **(If Payroll copies were mailed to payroll office, enter address sent to)

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White Copy of pledge cards stay with bundle

CFC FAQS

How did the charities get in there?

• Criteria in the federal register (regulations)• IRS determination of non-profit status (501c3)• Tax Form 990• Financial Audit (revenues greater than $100,000)

• All applications are screened by federal employees• OPM - Office of Personnel Management

• National and International charities• LEVEL Committee

• Local charities34

CFC FAQS

Why designate?

• Support charities of your choice• Undesignated goes to all charities that receive

designations• There are charities that you may not support in the

brochure• Make sure you designate your donation!

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CFC FAQS

Did my money go to the charity I designated?

• Data entries are verified• Database will not accept invalid codes• We will not release names to the charity unless authorized

by donor by checking options box• The CFC is audited annually

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A FEW THINGS TO CONSIDER…

• Payroll deduction• Easier to give• Allows donors to make a bigger difference• Starts January 2016 and continues through December

(automatically stops at end of CY)• On-Line pledges done directly through payroll provider

• End of ServicePayroll deduction will automatically stop upon end of service

• Reservists/GuardsmenGiving is via cash or check (Depends on status)

• ContractorsThey may participate via cash or check

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You Can…Make a Difference!

For Assistance Contact

Your Loaned Executive (will be assigned NLT 12 Aug 2015) or

Rick Robel rrobel@unitedwaysatx.org (210) 352-7140

INSPIRE FIND A CURE CHANGE A LIFE PROVIDE HOPE Find your Passion…