Embed Size (px)
Citation preview
State Employees Federated AppealNew York City
Campaign Orientation Session2014 CampaignGiving is Golden
Agenda
• Welcome and Introductions• SEFA Charity Speaker• 2014 Campaign – 50 years of
giving– Role of the Campaign
Manager– Steps for Success– Campaign Calendar– SEFANYC website– How to Pledge Online – Submitting paper forms– Participation Incentive
Program• Question and Answer
2013 State Employees Federated AppealState Employees are the Heart of New York
Role of the Campaign Manager
Educate & Motivate
Educate – Educate your unit coordinators and your employees about the program using the campaign materials. Awareness by your employees on the needs in the community and the services that are provided is very important.
Motivate – Make sure that your team has fun with the campaign and understand that no gift is too small to make an impact.
There are two reasons that people give: 1) they are asked 2) they have a personal connection to the cause Make sure that each and every employee is personally asked to make a contribution!
2013 State Employees Federated AppealState Employees are the Heart of New York
Steps for Success
Secure Support from your Senior Management
Build a Team
Set a Timeline
Promote and Educate
Communicate and Follow up
Incorporate Fun
Say “Thank You”
Get Management Support
• Support from both senior management and your bargaining unit is critical to the success of your agency’s SEFA Campaign. Their leadership sets an example for other contributors and will emphasize the importance of the campaign.
Ways to get your management involved:• Ask your facility director or senior manager to
send an email to every employee announcing the campaign and asking for their support.
• Obtain permission to conduct group meetings or rallies. Ask senior management to be part of the program. This can be a separate event or part of a regular meeting.
• Ask your labor representative to send an endorsement to all members
Build a Team
• Don’t try to do it alone. Recruit a team – whether you are in a small agency or large, it is easier and more fun when you involve more people
• Plan an event that will help promote SEFA• Conduct training for your captains or fund raisers,
invite me to attend• Schedule dates to report back results
Set a Timeline and Goals
• Plan for a “campaign window”
• Establish a “clear” Kick-off and closing
date
• Set a goal for total dollars and
participation
• Schedule meetings to collect
contributions and to evaluate what’s
working and what’s not working
• Track results
Promote and Educate
Individuals that get to hear and learn about charities and programs are more likely to get involved and participate.
Ways to promote and educate:• Publicize your campaign dates and events well in advance
through your intranet, bulletin boards and email.• Schedule a kickoff event. Use this as an opportunity to
bring community awareness to your co-workers and educate them on the value of SEFA. Invite charity speakers.
• Ensure that posters/flyers are distributed and displayed.• Have your facility director send a general endorsement
message to all employees.• Organize charity fairs for employees to learn more about
services provided• Include SEFA on the agenda of a staff meetings. • Plan a fund raiser like a bake sale or a holiday event• BE Enthusiastic!
Communicate and Follow up• Be Sincere! Make your donation first, then
talk about how easy it was
• Discuss reasons for giving
• Encourage payroll deduction
• Remain available as a resource
• Ask givers to get their friends to give
Ways to Maintain Momentum:• Communicate with your co-workers weekly to provide
an update and encourage them to participate • Follow-up with your captains• Remember to say “Thank You.”
o Post thank you messages BOLDLY in visible areas. Suggestions are bulletin boards, break rooms, or emails.
o A simple “thank you” at your staff meeting is a great way to start.
Incorporate Fun
• Food, food, food• Bake sale• International food festival• Chili cook off• Holiday themed events• Trivia contests• Other ideas
Say Thank You
Last steps to perform before the campaign ends:
• Make a final request via email for employees to visit the online pledge site and make a contribution
• Report results to employees• Say a final “Thank You” to employees
and Captains. These simple words not only show appreciation, but can also set a positive tone for next year’s campaign.
Campaign Calendar
• The pledge site is now open - employees can make a pledge
• Week of September 22nd – materials will begin shipping to your agency
– Set your campaign kickoff date and request a charitable speaker
• October 9, 2014– Charitable Champion Kickoff and Awards Ceremony
• November 28, 2014 - Participation Incentive Program Deadline -
– Submit all paper forms to SEFA• December 12, 2014 – Submit all paper
payroll forms to your payroll office• December 19, 2014 – Pledge site closes• December 31, 2014 – Campaign ends,
submit any additional paper forms to SEFA
How to Pledge Online
• State employees will be able to complete the pledge process through an online system
• System is secure, simple and paperless• Coordinators will be able to track pledging
in real time• Pledge information will be submitted to the
Office of the State Comptroller at the close of the campaign for upload into the payroll system.
• Online pledges do not need to be sent to payroll or the SEFA office
• The system eliminates the need to follow up with donors about pledges with invalid code numbers, incorrect calculations or missing information
Getting Started . . . .
Signing Up. . . .
Use the keyword search to find your state agency and select “show” to view your location
Signing Up. . . .
Select your location from the list.
Complete the registration. . .
• Complete the registration by completing all fields.• You must enter your first and last name as they appear on
your paystub• Enter your preferred email (it can be office or personal, your
choice)• Create a username that you will remember and a secure
password • Once you click complete you will receive an email
confirmation
Welcome . . . . Logging In
Enter usernameEnter password
• Note that if you forget your password you can reset it by selecting “recover my password
Successful Login
Begin the Pledge Process
• Enter your NYS EMPLID as is appears on your paystub• Select the pledge type (payroll, credit/debit card or e-
check)
Payroll Deduction. . . .
• Select Payroll Contribution• Select the Payroll Period • Enter Amount Per Pay Period to be deducted• Note the Total Annual Gift amount (automatically calculated)• Click the Payroll Deduction Authorization button
EMPLID As It Appears On The Paystub
The NYS EMPLID is required for all paper and electronic pledge forms. SS# or last four will no longer be accepted.
EMPLID As It Appears On The Paystub
Enter the NYS EMP ID as it appears on your paystub. The number begins with an “N” and is followed by eight numerical digits. The only letter is the first one.
Request An Acknowledgement
Credit Card or e-check Contribution
Donors may click on the Search Mode button to search charities by name or key words
OR
• Donors may browse through charities by clicking on the green symbol before each group of charities or federations to expand each federation’s membership
• Donors may also choose to give to the Campaign Undesignated which is dispersed by the campaign to all charities in the campaign.
Search Charities/Designations
Key Word Search
Select Charities
Click the plus sign to view the descriptionClick add to pledge once a selection is made
Enter Designations
Designations• after chosen charity(ies) are listed in the allocation area, the amount to be designated
to each charity should be entered in the currency fieldOR
• click on the green button which will divide all or remainder of funds among all chosen charity(ies)
Completing Pledge/Donation
Using your mouse sign your name in the box.
Success!
Donors will automatically receive an email message after completing the pledge
Email Confirmation
Pledge Summary
Donors may return to the site and click on the gray pledge box to print or email themselves a copy of the pledge.
Coordinator Access
New Coordinators• Register on the site• Email [email protected]• Let me know that you have registered on the site and want
coordinator access, include your agency name and location in the email
• The next time you log in (allow 48 hours) you will see a new tab at the top indicating “coordinator”
• Select “view donor data” from the drop down menu• All paper pledges will be entered into this site within 10 days
of receipt
Campaign Status
Donors can log in at any time to email or print a copy of the pledge detail
Campaign Materials and Support
• SEFA Website – www.sefanyc.orgo You will find
• Link to the pledge site• Charity search tool• Stories and photos from charities
o To Download• Poster• Brochure• Pledge form• Report form• Supply order form• Image from the poster
2013 State Employees Federated AppealState Employees are the Heart of New York
Newly Designed Paper Form
SEFA has returned to the 3-part carbonless formThe new form includes instructions for entering NYS EMPLID, Department ID and FCC code
2013 SEFA Pledge Form
• Make sure all pledge forms have been completed properly.• The NYS EMPLID replaces SSN• Be sure your state agency payroll ID is entered –
communicate the code to employees so they know it• Be sure the FCC code is entered (851)• Send all part 1 sections to your agency payroll office by
December 12th
• Complete the coordinator report form and email or fax to me• Print the form and mail it with part 2 to SEFA in the envelope
provided with your materials• Be sure to attach checks to the pledge form with a paper clip
Submitting Paper Forms
Participation Incentive Program
• We’re giving away mugs, bags, backpacks and other surprise gifts.
• Drawings will be held October 31, November 15th and November 30th.
There are two ways to enter.• Goto www.sefanyc.org and click “pledge
online”. Follow the instructions to register and make your pledge by December 12th.
• Submit a paper pledge by November 28th.Grand Prize• We’ll be giving away an Amazon Kindle
WiFi
