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Campaign Manager Training
Heart of the Midlands CFC
2016-2017
Bryan Freeman, CNP CPM
CFC Coordinator
Agenda
• History of the CFC
• Every Dollar Makes a Difference!
• Common Terms
• Responsibilities
• Tips to Inspire Co-workers
• How to Give On-line
• How to Process Paperwork
• Pledge Cards
• Key Worker Report Form
• Responding to Common Objections
• Tips for a Successful Campaign
• Brochures
• Posters
• Campaign Video
• Incentive Gifts
• Resources
History of the CFC
• Established in 1961 to provide a ‘combined’ campaign, in lieu of
separate solicitations
• The largest workplace giving program in the world
• The only authorized workplace giving program for federal employees
• Has raised over $7 billion dollars since it’s inception 55 years ago
Every Dollar Makes a Difference!
• $1 a week buys . . .
• 12 elementary school students with trained volunteer tutors to help with reading and
math.
• 10 children with bilingual beginning-to-read books to build early literacy skills
• Three 30-minute appointments for health assessment and counseling for individuals facing
physical, developmental or mental health challenges.
• 1 acre of unprotected tropical rainforest which assures protection of the natural areas vital
to our climate and diverse species.
• 1 hour of expert training for a citizen's group interested in preserving natural areas in their
communities
• . . . that’s $52 a year.
• $5 a week buys . . .
• Two months of meals for a homebound person.
• Five wigs for children with cancer undergoing chemotherapy.
• Two nights of shelter for a troubled or neglected youth.
• After school care (food, health, recreation, and homework help) for one child for a year.
• Clothing, shoes and a winter coat for one individual who has lost everything in a home
fire.
• Temporary shelter for a family of four for three nights following a disaster, or shelter for
10 people for one night.
• Three bowling trips for seniors.
• Gas or power service for an elderly or disabled person who has been threatened with a
utilities termination notice.
• . . . that’s $260 a year.
Every Dollar Makes a Difference!
• $10 a week buys . . .
• Two days of care for a terminally ill individual.
• Baby formula for 52 low-income infants (one each week).
• A full year of scouting for two girls.
• Five and a half weeks of work training.
• One month of preschool for a child at risk of falling through the cracks.
• Funding for daily radio legislative updates, during the legislative session and monthly for
interim committees.
• Lightweight wheelchair for a person who is physically challenged.
• Allows five people being treated for mental illness to attend recovery classes that
provide education, peer support, and healing strategies.
• . . . that’s $520 a year.
• Thank you for your generous support!
Every Dollar Makes a Difference!
Common Terms
• LFCC- Local Federal Coordinating Committee
Federal employees that act as a board of directors for the
local campaign.
• PCFO- Principal Combined Fund Organization
Selected by the LFCC, this organization administers the
campaign operations.
• LE- Loaned Executive- Federal Employee temporarily
reassigned to the campaign to assist in its administration
Responsibilities
• Your primary responsibilities as a Campaign Manager are to ask co-workers to make
a contribution through the CFC and to process those pledges. Follow these steps to
create a successful campaign:
• Attend a training session to learn how to confidently ask your co-workers to donate
through the CFC and how to process pledges.
• Work with your Campaign Manager or Coordinator to get supplies and ensure you
have enough campaign cards, thank you cards and pledge forms.
• Talk to your co-workers about the campaign and ask them to Show Some Love to
their favorite charitable causes through the CFC.
• Follow up with each person about contributing through the CFC, and sincerely thank
them for considering a donation.
• Process paper pledge forms, prepare the Pledge Form Carrier and promptly deliver
to your Campaign Manager or Coordinator. Store all paperwork in a secure location if
you are not able to submit immediately.
Tips to Inspire Co-workers
• Share reasons to participate with co-workers in person
• Giving is easy and secure
• Payroll deductions allow you to spread the contribution out over the year
• With so many charities participating, it is easy to a meaningful cause
• Share why the CFC is important to you
• Explain the different options for contribution
• Follow up with co-workers and thank them for their participation
How to Give On-line
http://www.heartofthemidlandscfc.org/
• Select PLEDGE ONLINE
How to Give On-line
• Select REGISTER for new
users
• Select LOGIN for returning
contributors
• On-line pledging is currently
in-active
• Review the pledge form for any errors and discuss any necessary
changes with the donor.
• There are 3 copies of the pledge card
• Ensure that the contributor keeps copy #3
• Keep check and cash contributions attached to pledge forms
How to Process Paperwork
Pledge Card
3 Parts:
1. Payroll Office
2. Central Receipt Point
3. Contributor Copy
Common Errors:
1. Numbers don’t add up
2. Blocks left empty
3. Missing Signature
Key Worker Report Form
• Inventory donations with LE before sealing the
envelope
• The Campaign manager report form is attached
to the OUTSIDE of the envelope after you
complete the inventory
• Seal the envelope and sign over the seal
Responding to Common Objections
Tips for a Successful Campaign
• Keep the campaign visible
• Reach out to everyone
• Make giving personal
• Talk about the CFC in person
• Understand all giving options
• Encourage payroll deduction
• Stay connected to campaign
• Give thanks
The Brochure
• Theme: Show Some Love
• 1. Front Cover:
• 2. Page 2-3: Motivational Letters
• Patrick McVay, Director Joint Exercises & Training USSTRATCOM
• Terry Morgan, LFCC Board Chair
• 3. Page 4: LFCC Roster and contact information
• 4. Page 7-8: CFC History & FAQs
• 5. Page 9-62: National/International Organizations
• 6. Page 63-74: International Organizations
• 7. Page 75-77: Local Organizations
• Q. What’s NOT in the Brochure?
A. Local organizations outside of our CFC Region.
• Q. Can I give to Organizations not listed in the brochure?
A. YES, If they are included in the CFC campaign in another
region! Go to the website, www.heartofthemidlandscfc.org,
click search charities, type in what you are looking for.
The Brochure
Posters
Posters
Posters
Campaign Video
Incentive Gifts
Impact Donor gifts
Bronze and Silver Eagle
Challenge Coins
Golden Eagle
New Donors will
receive an eagle head.
Previous donors will
receive a date plate
New Gifts:
1. Lanyard
2. Chill Pad
3. Open Tote
4. Tumbler
Resources
• www.Heartofthemidlandscfc.org
• Our campaign’s website. Go here for donating on Nexus, access to posters,
keyworker envelopes, posters, etc.
• www.cfctoday.org
• Foundation Website. Posters, additional marketing materials.
• The CFCNCA Campaign YouTube Channel
• CFCNCA (Combined Federal Campaign of the National Capital Area) has many
informative videos and campaign videos. Great for Rallies!

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Campaign Manager Training 2016

  • 1. Campaign Manager Training Heart of the Midlands CFC 2016-2017 Bryan Freeman, CNP CPM CFC Coordinator
  • 2. Agenda • History of the CFC • Every Dollar Makes a Difference! • Common Terms • Responsibilities • Tips to Inspire Co-workers • How to Give On-line • How to Process Paperwork • Pledge Cards • Key Worker Report Form • Responding to Common Objections • Tips for a Successful Campaign • Brochures • Posters • Campaign Video • Incentive Gifts • Resources
  • 3. History of the CFC • Established in 1961 to provide a ‘combined’ campaign, in lieu of separate solicitations • The largest workplace giving program in the world • The only authorized workplace giving program for federal employees • Has raised over $7 billion dollars since it’s inception 55 years ago
  • 4. Every Dollar Makes a Difference! • $1 a week buys . . . • 12 elementary school students with trained volunteer tutors to help with reading and math. • 10 children with bilingual beginning-to-read books to build early literacy skills • Three 30-minute appointments for health assessment and counseling for individuals facing physical, developmental or mental health challenges. • 1 acre of unprotected tropical rainforest which assures protection of the natural areas vital to our climate and diverse species. • 1 hour of expert training for a citizen's group interested in preserving natural areas in their communities • . . . that’s $52 a year.
  • 5. • $5 a week buys . . . • Two months of meals for a homebound person. • Five wigs for children with cancer undergoing chemotherapy. • Two nights of shelter for a troubled or neglected youth. • After school care (food, health, recreation, and homework help) for one child for a year. • Clothing, shoes and a winter coat for one individual who has lost everything in a home fire. • Temporary shelter for a family of four for three nights following a disaster, or shelter for 10 people for one night. • Three bowling trips for seniors. • Gas or power service for an elderly or disabled person who has been threatened with a utilities termination notice. • . . . that’s $260 a year. Every Dollar Makes a Difference!
  • 6. • $10 a week buys . . . • Two days of care for a terminally ill individual. • Baby formula for 52 low-income infants (one each week). • A full year of scouting for two girls. • Five and a half weeks of work training. • One month of preschool for a child at risk of falling through the cracks. • Funding for daily radio legislative updates, during the legislative session and monthly for interim committees. • Lightweight wheelchair for a person who is physically challenged. • Allows five people being treated for mental illness to attend recovery classes that provide education, peer support, and healing strategies. • . . . that’s $520 a year. • Thank you for your generous support! Every Dollar Makes a Difference!
  • 7. Common Terms • LFCC- Local Federal Coordinating Committee Federal employees that act as a board of directors for the local campaign. • PCFO- Principal Combined Fund Organization Selected by the LFCC, this organization administers the campaign operations. • LE- Loaned Executive- Federal Employee temporarily reassigned to the campaign to assist in its administration
  • 8. Responsibilities • Your primary responsibilities as a Campaign Manager are to ask co-workers to make a contribution through the CFC and to process those pledges. Follow these steps to create a successful campaign: • Attend a training session to learn how to confidently ask your co-workers to donate through the CFC and how to process pledges. • Work with your Campaign Manager or Coordinator to get supplies and ensure you have enough campaign cards, thank you cards and pledge forms. • Talk to your co-workers about the campaign and ask them to Show Some Love to their favorite charitable causes through the CFC. • Follow up with each person about contributing through the CFC, and sincerely thank them for considering a donation. • Process paper pledge forms, prepare the Pledge Form Carrier and promptly deliver to your Campaign Manager or Coordinator. Store all paperwork in a secure location if you are not able to submit immediately.
  • 9. Tips to Inspire Co-workers • Share reasons to participate with co-workers in person • Giving is easy and secure • Payroll deductions allow you to spread the contribution out over the year • With so many charities participating, it is easy to a meaningful cause • Share why the CFC is important to you • Explain the different options for contribution • Follow up with co-workers and thank them for their participation
  • 10. How to Give On-line http://www.heartofthemidlandscfc.org/ • Select PLEDGE ONLINE
  • 11. How to Give On-line • Select REGISTER for new users • Select LOGIN for returning contributors • On-line pledging is currently in-active
  • 12. • Review the pledge form for any errors and discuss any necessary changes with the donor. • There are 3 copies of the pledge card • Ensure that the contributor keeps copy #3 • Keep check and cash contributions attached to pledge forms How to Process Paperwork
  • 13. Pledge Card 3 Parts: 1. Payroll Office 2. Central Receipt Point 3. Contributor Copy Common Errors: 1. Numbers don’t add up 2. Blocks left empty 3. Missing Signature
  • 14. Key Worker Report Form • Inventory donations with LE before sealing the envelope • The Campaign manager report form is attached to the OUTSIDE of the envelope after you complete the inventory • Seal the envelope and sign over the seal
  • 15. Responding to Common Objections
  • 16. Tips for a Successful Campaign • Keep the campaign visible • Reach out to everyone • Make giving personal • Talk about the CFC in person • Understand all giving options • Encourage payroll deduction • Stay connected to campaign • Give thanks
  • 17. The Brochure • Theme: Show Some Love • 1. Front Cover: • 2. Page 2-3: Motivational Letters • Patrick McVay, Director Joint Exercises & Training USSTRATCOM • Terry Morgan, LFCC Board Chair • 3. Page 4: LFCC Roster and contact information • 4. Page 7-8: CFC History & FAQs • 5. Page 9-62: National/International Organizations • 6. Page 63-74: International Organizations • 7. Page 75-77: Local Organizations
  • 18. • Q. What’s NOT in the Brochure? A. Local organizations outside of our CFC Region. • Q. Can I give to Organizations not listed in the brochure? A. YES, If they are included in the CFC campaign in another region! Go to the website, www.heartofthemidlandscfc.org, click search charities, type in what you are looking for. The Brochure
  • 23. Incentive Gifts Impact Donor gifts Bronze and Silver Eagle Challenge Coins Golden Eagle New Donors will receive an eagle head. Previous donors will receive a date plate New Gifts: 1. Lanyard 2. Chill Pad 3. Open Tote 4. Tumbler
  • 24. Resources • www.Heartofthemidlandscfc.org • Our campaign’s website. Go here for donating on Nexus, access to posters, keyworker envelopes, posters, etc. • www.cfctoday.org • Foundation Website. Posters, additional marketing materials. • The CFCNCA Campaign YouTube Channel • CFCNCA (Combined Federal Campaign of the National Capital Area) has many informative videos and campaign videos. Great for Rallies!