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SAN ANTONIO AREACOMBINED FEDERAL CAMPAIGN
2015 PROJECT OFFICER
TRAINING
INSPIRE FIND A CURE CHANGE A LIFE PROVIDE HOPE Find your Passion…
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
3
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
4
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
5
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
6
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
9
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
11
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
13
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
14
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
15
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)
18
3 WAYS TO PLEDGE
19
MYPAY
20
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
21
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
22
ON-LINE CHARITY LIST
23
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
26
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
28
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
30
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
31
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
32
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)
33
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!
35
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
36
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
37
You Can…Make a Difference!
For Assistance Contact
Your Loaned Executive (will be assigned NLT 12 Aug 2015) or
Rick Robel [email protected] (210) 352-7140
INSPIRE FIND A CURE CHANGE A LIFE PROVIDE HOPE Find your Passion…