1999 Campaign Data Sheet

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1999 Campaign Data Sheet Powered By Docstoc
					    Chesapeake Bay Area
 Combined Federal Campaign
          2010
      Coordinators’
CAMPAIGN PLANNING GUIDE




        www.cbacfc.org
                                    CONTACTS

Agency Coordinator ______________________ Phone _____________ Email _________________


Loaned Executive _________________________ Phone _____________ Email _________________


              Chesapeake Bay Area Combined Federal Campaign:
                               100 S. Charles St., 5th Floor
                                     P.O. Box 1576
                             Baltimore, Maryland 21203-1576

                                       Mary Cullen
                                   Phone: 410-895-1495
                                    Fax: 410-547-8040
                                  mary.cullen@uwcm.org

                                   Campaign Representatives:
                    Linda Siegle, Chair, Local Federal Coordinating Committee
                                                 LFCC
                                   lindasiegle.baltfeb@verizon.net

                 Emily Cummings, Director, Principal Combined Fund Organization
                                             PCFO
                                  emily.cummings@uwcm.org
                               Donna Talbert, Assistant Director,
                                  donna.talbert@uwcm.org
                               Mary Cullen, Campaign Coordinator
                                    mary.cullen@uwcm.org



  Chesapeake Bay Area Combined Federal Campaign
                  www.cbacfc.org


                          Office of Personnel Management
                                    www.opm.gov

               Special thanks to GEICO for sponsoring the printing of this guide
                              TABLE OF CONTENTS
General Information                                                                                                                      PAGE
•   Welcome to the Team! .....................................………………………………………………………………                                                         1
•   Role of the Coordinator and Key Responsibilities …………………………………………………………..                                                                  1
•   Available Resources ……………………………………………………………………………………………                                                                                    2
•   Getting Started ………………………………………………………………………………………………….                                                                                     3
•   What is the Combined Federal Campaign? …………………….……………………………………………                                                                          4
•   Best Practices Chart…………………………………………………………………………………………….                                                                                   5

Step # 1 – Obtain Support
•   Confirm Your Agency Head’s Visible Support and Participation…………………………………….……. 6

Step # 2 – Build a Team
•   Recruit a Campaign Committee ……………………………………………………………………………… 7
•   Roles and Responsibilities of Loaned Executives, Coordinators, and Keyworkers…………………….. 8

Step # 3 – Set Goals and Develop a Campaign Plan
•   Set and Communicate a Strategic Monetary and Participation Goal………………..……………………                                                            9
•   Campaign Analysis Tools and Techniques………………………………………………………………….                                                                           10
•   Campaign Practices that Increase Participation ……………………………………………………….…..                                                                   11
•   Campaign Practices that Increase the Average Gift ……………………………………………………….                                                                   11
•   Example of a Campaign Plan with a Timeline……………………………………………………………....                                                                      12

Step # 4 – Promote and Publicize Your Campaign
•   How to Get People Excited About the Campaign …………………………………………………………..                                                                      13
•   Key Messages …………………………………….…………………………………………………………….                                                                                       14
•   Sample Statements …………………………………………………………………………………………….                                                                                     15
•   Every Dollar Makes a Difference ……………………………………………………………………………..                                                                            16
•   Build Awareness Year Round………………………………………………………………………………….                                                                                 17
•   Meet with Employees …………………………………………………………………………………………..                                                                                   19
•   Group Meeting: Sample Agenda ………………………………………………………………………………                                                                                20
•   Charity Speakers, Fairs, and Tours …………………………………………………………………………...                                                                         21
•   Developing Effective Presentation Skills ……………………………………………………………………..                                                                      22

Step # 5 – Encourage Successful Solicitation Methods
•   The Goal is 100% Ask! …………………………………………………………………………………………                                                                                   23
•   10 Reasons Why People Give …………………………………………………………………………………                                                                                 23
•   Some General Tips ……………………………………………………………………………………………..                                                                                    24
•   The Magic of Payroll Deduction ……………………………………………………………………………….                                                                             24
•   Promoting Online Giving ……………………………………………………………………………………….                                                                                 25
•   Donor Considerations – How to Handle Objections ………………………………………………………...                                                                   26
•   Personalize Your Message …..............................................................................................................   28

Step # 6 – Have Fun!
•   Add Excitement and Enthusiasm to Your Campaign...……..……………………………………………… 29
•   Prizes and Incentives …………………………………………………………………………………………. 30
•   Campaign Tips ………………………………………………………………………………………………… 31
Step # 7 – Closing the Campaign
•   Top Ten Ways to Say “Thank You” ……………………………………………………….…………………                 32

Step # 8 – Campaign Wrap Up
•   How to Process Paper Pledge Cards………………………………………………………………………..                33
•   Distribution of Donor Recognition Gifts ……………………………………………………………………..          33
•   Processing Special Event Donations ………………………………………………………………………..              34
•   Distribution of Pledge Card Copies ………………………………………………………………………….              34

Appendix
•   2009 Campaign Summary ……………………………………………………………………………………                         I
•   CFC Organizational Chart ……………………………………………………………….……………………                    II
•   Map of CBACFC ……………………………………………………….………………………………………                           III
•   Basic Campaign Challenges to Avoid ……………………………………………………………………….               IV
•   Sample Letters and Emails ……………………………………………………………………………………                    V
•   Special Event Campaign Catalogue ……………………………………………………………..………….               VII
•   Campaign Acronyms, Frequently Used Terms and Definitions …………………………………………..   XIII
•   Civilian and Military Calculations per Pay …………………………………………………………………..        XIV
•   CBACFC Keyworker Guide……………………………………………………………………………………                        XV
•   How to Fill Out a Paper Pledge Card…………………………………………………………………………               XXI
•   Employee Express Online Pledge Process………………………………………………………………….              XXII
•   Nexus Online Pledge Process ……………………………………………………………………….……….                  XXIII
•   New Hire Flyer ………………………………………………………………………………………………….                         XXIV
•   “Charitable Charlie” …………………………………………………………………………………………….                     XXVI
                         2010 Campaign Planning Guide
                                       WELCOME TO THE TEAM!

Thank You for accepting the invitation to serve as your Agency’s Coordinator!

You are part of a team that is hundreds strong in our community! It takes people like you who go above and
beyond the call of duty to make this campaign successful. Through your eyes, your fellow employees will see the
value of the many charities that CFC supports, and the causes they serve.

Your time is valuable! In addition to everything else you do, you are now responsible for running your agency’s
2010 Chesapeake Bay Area Combined Federal Campaign (CFC). We want you to know how much we appreciate
your time and hard work.


                                    ROLE OF THE COORDINATOR

Campaign coordinators play a vital role in the success of the campaign. You were chosen for this job because you
exhibit strong interpersonal and organizational skills and are well respected by co-workers and management. As a
coordinator, you assume leadership responsibilities. You bring together the necessary resources, and through skillful
management, guide the process to its successful completion.

As a coordinator, you play a central role in philanthropically engaging federal civilian, military, and postal employees
in the workplace. It’s your enthusiasm and community minded spirit that inspires people to believe in and support the
work of the CFC.

Your key mission is to conduct an educational campaign in your agency where all employees learn about the
opportunities provided by the CFC and its importance to our community and all employees are personally
asked to contribute.

                                         KEY RESPONSIBILITIES

   Attend Coordinator training to gain knowledge about the campaign, develop a campaign plan, and provide
    suggestions on how to maximize campaign results

   Recruit an enthusiastic team who will help run a well-organized and successful campaign

   Review the giving history of the agency and analyze last year’s contributions

   Work closely with your Loaned Executive and CFC staff to establish campaign goals and time frames

   Work with your Campaign Committee and Loaned Executive to coordinate and plan informative employee
    meetings, senior management briefings and, where applicable, Kick Offs and special events

   Train and support your team. Recruit and train Keyworkers who will be responsible for spreading the CFC
    message, making the one-on-one ask of employees, and following up where necessary. Training builds team
    spirit by creating an atmosphere of camaraderie and sets a team goal that will benefit the community. A CFC
    Staff person or Loaned Executive can conduct the training for you.
                                                                                                                      1.
        Schedule regular Keyworker meetings and times to turn in report envelopes, especially if your agency is large
         and the campaign will run for several weeks.

        Publicize the campaign through in-house publications, emails, letters, posters, campaign video, testimony, etc.

        Identify and resolve campaign difficulties

        Implement an effective system for processing pledge cards, reporting campaign results and maintaining accurate
         records

        Say "thank you" to those who participated in the campaign

        Evaluate the campaign and make recommendations for next year

                                             AVAILABLE RESOURCES
     Loaned Executives
     A Loaned Executive (LE) is a federal employee who is assigned to a four-month (mid-August through December)
     detail to assist in the implementation of the Chesapeake Bay Area Combined Federal Campaign (CBACFC). LE’s go
     through extensive training and are given a portfolio of approximately 20-30 Agencies. Their job is to provide the
     tools, knowledge, time and other resources to ensure a successful campaign.

     Your Loaned Executive will be your new best friend! They can help you with:
        • Meeting with agency head and/or senior management (most often with their smaller accounts) to gain their
            support
        • Analyzing results of previous campaigns
        • Meeting with your campaign committees to:
               o Promote proven campaign techniques
               o Help set goals (100% contact, dollars raised, participation level)
               o Establish a campaign schedule
               o Provide ideas and resources
        • Making presentations at events and at employee meetings
        • Providing coordinator / keyworker training, where needed
        • Helping execute Kick Offs and special events
        • Supplying charity speakers for events and meetings
        • Delivering all campaign materials and picking up pledges

     CBACFC Staff
     CFC staff is always available if you have questions or need assistance. At the end of the campaign, you will receive
     a survey from us, asking for feedback on the campaign and ways we can improve it. However, we appreciate your
     thoughts at any time during the campaign, as well.

     CFC Staff can help you with:
        • Furnishing historical account data
        • Establish goals
        • Developing and distributing campaign materials
        • Assisting with Kick Offs, special events and the season-end celebration
        • Providing coordinator / keyworker training
        • Providing real-time reports of online giving during the campaign
        • Providing progress reports and strategy recommendations throughout campaign

     Campaign Materials
     Your LE will deliver campaign materials including:
        • Pledge cards
        • Posters
        • Campaign Brochures
        • Marketing materials for promoting online pledging
        • Recognition gifts (water bottle, umbrella and coin)
        • Campaign video
        • Giving Guides
        • Report Envelopes
2.
Materials are also available online at  www.cbacfc.org.               Click on the tab “For Coordinators and
Keyworkers”. Here you’ll find:
   • Best Practices
   • Graphics including the campaign logo
   • Print Materials including posters
   • Special Event Ideas
   • Talking Points
   • Donor Considerations
   • Sample Letters & Emails
   • Coordinator’s Guide
   • Keyworker’s Guide
   • Giving Guide
   • A searchable database of participating charities
   • Links to online pledging
   • FAQs
   • Campaign Video and Slideshow
   • Campaign Brochure



                                            GETTING STARTED


To make your job easy, we’ve broken down the activities that have been found to be “Best Practices” and are
essential for a successful campaign, along with a check-list of tasks to help you in planning and organizing your
agency’s efforts.

Following these steps will help ensure a successful and fun campaign with breakthrough results!

    1. Obtain Support. Confirm your Agency Head’s visible support and participation.

    2. Build a Team. If possible, recruit a strong, enthusiastic campaign committee of at least two people to plan
       and implement the campaign. (The number of committee members will depend on how many employees you
       have in your agency, e.g. 1-40 employees = 2 volunteers; 40-100 employees = 3-4 volunteers; etc.)

    3. Set Goals and Develop a Campaign Plan. Gather background information, if possible from last year’s
       coordinator. Find out what worked and what didn’t. Get suggestions on how to improve this year’s
       campaign.

    4. Promote and Publicize Your Campaign.

    5. Encourage Successful Solicitation Methods.

    6. Have fun! Enhance your employee giving campaign with a Kick Off, incentives, contests, games, and
       special events.

    7. Report results and say “Thank You!”


REMEMBER: We Are Here For You!
If you have a question that is not addressed in this Guide, please call your Loaned Executive or call CFC’s Assistant
Director, Donna Talbert at 410-895-1499 or CFC’s Campaign Coordinator, Mary Cullen at 410-895-1495, or e-mail
us at: donna.talbert@uwcm.org; mary.cullen@uwcm.org.
.



Make sure you check out          www.cbacfc.org for more information.

                                                                                                                    3.
                             WHAT IS THE COMBINED FEDERAL CAMPAIGN?


The mission of the Combined Federal Campaign (CFC) is to support and promote philanthropy through a voluntary
program that is employee-focused, cost-efficient and effective in providing all Federal employees the opportunity to
improve the quality of life for all.

The CFC is the only authorized solicitation of Federal employees in their workplace on behalf of approved charitable
organizations. The CFC began in the early 1960’s to coordinate the fundraising effort of various charitable organizations so that
the Federal donor would only be solicited once, annually, in the workplace and have the opportunity to make charitable
contributions through payroll deduction.

Federal employees continue to make the CFC the largest and most successful workplace philanthropic fundraiser in the world.
Continuing a long-standing tradition of selfless giving, in 2009, Federal employees raised more than $280 million dollars through
the CFC for charitable causes around the world.

The Chesapeake Bay Area Combined Federal Campaign (CBACFC) is one of just over 200 local CFC’s throughout the country,
and is currently the third largest in terms of money raised.

How It Works
Each year, many local, national, and international charitable agencies benefit from your thoughtfulness and generosity. A few
minutes of your time today can mean meals for hungry children, relief for families in need of counseling, further work on cures for
diseases, comfort for the dying, access to water in the Third World, environmental protection, and better lives and renewed hope
for millions of people in our global community.

The US Office of Personnel Management (OPM) provides CFC oversight.
OPM is the regulatory body of the CFC. OPM administers the campaign government-wide, ensuring that all CFCs are operated
effectively and efficiently, while adhering to all prescribed rules and regulations. They also review and make the final decisions on
all charities eligible for the National and International Lists. OPM is the final administrative level for appeals on national and local
applications, provides guidance and technical advice on regulations and has the authority to conduct audits on any CFC fiscal
records. To learn more about OPM, or CFC regulations, visit their website at www.opm.gov/cfc.

The Local Federal Coordinating Committee (LFCC) is our "Board of Directors."
The LFCC provides management oversight to the local campaign. Review and decisions regarding the inclusion of agencies in
your local campaigns rests with the LFCC. The LFCC is comprised of Federal employees who volunteer each year to help
manage the campaign in accordance with all regulations and requirements.

The Principal Combined Fund Organization (PCFO) manages and executes the daily operations of the CFC.
Every year, the LFCC selects a qualified non-profit organization to manage the campaign and serve as fiscal agent. OPM sets
strict requirements for this role. Each year, the PCFO’s performance is reviewed and audited to ensure compliance with all
regulations and ensure that all CFC funds are collected and distributed as designated by federal donors.

A proud record of low fund-raising costs.
Through the outstanding oversight efforts of the Federal employees on the CBACFC LFCC, less than 8% of the funds raised in
our local campaign are spent on campaign materials, training volunteers, and auditing contributions.

Because this cost is so low compared with other fundraising campaigns, every dollar you pledge goes a very long way toward
helping others.

The voluntary spirit of giving is guaranteed.
Any contribution made to the CFC should be freely given. Civilian employees who wish to register complaints about coercion
should consult with their personnel offices; military personnel should contact their commanding officers.

How do Federal employees decide which charities to list in the Giving Guide?
Charities apply at the international, national or local level. Charities with documented programs in fifteen states or a foreign
country or several parts of a foreign country apply directly to OPM. Only those agencies certified by OPM are listed in the Giving
Guide as “National and International Organizations."

Local charities that help residents in their area or adjacent counties apply to the local campaign’s LFCC. The local charities listed
have met OPM requirements for local eligibility as determined by the LFCC and their applications have been reviewed by your
Federal peers.

How much money did the CBACFC raise last year?
In 2009, the Chesapeake Bay Area Combined Federal Campaign raised $6,391,038!
What is this year’s goal?
$6,500,000

4.
                  Chesapeake Bay Area Combined Federal Campaign
                                  Best Practices
   ACTION                                 MEANS                                               RESULTS
                     The Agency Head needs to endorse and actively
                     participate in the Campaign.                             This reinforces the importance and benefit of
Demonstrate the          •    Send out an endorsement letter                  the Campaign. It is an essential component
 Agency Head’s           •    Speak at Kick Offs, employee meetings, etc.     necessary to:
Endorsement and          •    Participate in fun activities                        • Increase participation
    Support              •    Offer incentives                                     • Ensure donor retention
                         •    Be the first to give                                 • Encourage larger donations
                         •    Support Agency staff volunteers



                                                                              Successful campaigns have one thing in
                     For Large Agencies, assign a Head Coordinator from
                                                                              common – the right people to lead them.
                     upper management who will choose team members
   Recruit a                                                                  Enthusiastic and effective Coordinators play one
                     (Coordinators) and manage Agency-wide activities.
   Campaign                                                                   of the biggest parts in your Campaign. The
                     Smaller agencies should assign the best Coordinator
Leadership Team                                                               impact they have with your Agency is by far one
                     who will organize the solicitation process in their
                                                                              of the best ways to increase both participation
                     departments. Keyworkers should be recruited to help
                                                                              and overall dollars raised.
                     coordinators and make sure that each employee has
                     been contacted, personally.
                                                                              The Campaign Committee is a vital organizing
   Establish a                                                                and planning tool that utilizes the talent in each
                     The Campaign Committee should have representation
   Campaign                                                                   department, helps to share responsibilities
                     from all departments. It chooses the length and
   Committee                                                                  and reinforces teamwork and creative
                     dates of the campaign, assigns tasks and plans
                                                                              thinking.
                     special events.



Set Goals Increase   Declare this year’s Agency-wide goals. Review last
                                                                              This sets the bar to which everyone will work
   Participation     year’s results & choose strategies to increase
                                                                              hard to achieve.
 & Money Raised      participation and amount of money raised.


                     Campaign visibility is essential. Utilize newsletters,   This keeps employees abreast of campaign
Promote Campaign     posters, payroll stuffers, emails, and voicemail. It’s   activities, serves as a reminder to donate and
   Awareness         powerful to include co-workers’ personal stories and     is the perfect opportunity to highlight the needs
                     guest speakers from charities.                           in the community.


                     These practices have been shown to produce results.      These efforts create awareness and
   Encourage
                         •   One-on-One Approach                              excitement around the Campaign and increase
   Successful
                         •   Incentives                                       participation and the amount pledged. Studies
   Solicitation
    Methods              •   Presentations at employee meetings               have shown that people give if they are
                         •   Personal Follow-up                               personally asked.


                     Hold a Kick Off and/or special event. Consider a         Employees learn about community needs, how
                     charity fair. Speakers include: Agency head, charity     charities can help and why giving is so
     Hold a
                     representatives, and fellow employees who can provide    important. Adds fun to the work day and offers
  Kick Off and
                     personal testimony.                                      another way employees can make a contribution
 Conduct Special
                                                                              to the campaign.
     Events
                     Have Fun! Food is always popular. Hold auctions,
                     contests, bake sales and offer incentives.               Lets everyone know that it feels good to give.


                     Everyone appreciates recognition.                        Lets all employees know how important their
                         •  A letter announcing results, highlight success    contributions are to the health and welfare of
Say “Thank You”          •  Acknowledgement with certificates & awards        those in need, our families and the communities
                         •  An event at the end of the Campaign thanking      we live in.
                            employees for their participation


                                                                                                                              5.
                                                          STEP # 1
                                                   OBTAIN SUPPORT

     Confirm your Agency Head’s Visible Support and Participation
     Employees follow the examples of those in charge. Agency Head involvement is crucial to the campaign because
     management sets the tone. Employees are more likely to participate, support and take a genuine interest in the
     campaign if they see management doing the same. If the Agency Head is not available, another senior level member
     of the Agency staff is a good alternative. A well-respected Agency leader that is relatively well known is the key. If
     leadership level personnel are not willing to be involved, speak with your Loaned Executive for other options.

     Ask your Agency Head/Director to:

     •   Send an endorsement letter/email to employees (see examples of endorsement letters in the Appendix)

     •   Briefly speak in support of the CFC at employee meetings

     •   Help recruit campaign volunteers and approve time for Coordinator / Keyworker training and campaign activities

     •   Include campaign progress reports in executive management meetings

     •   Make their individual pledge first…”Lead by Example” Request that those top managers who give, turn in their
         pledge cards at the beginning of the campaign to kick things off

     •   Create opportunities to communicate with mid-management supervisors about the impact the CFC has on
         people’s lives. Schedule a speaker from the CFC or charity to address senior managers at an executive Kick Off
         just for them

     •   Ask all managers to be involved in the campaign and include campaign presentations in staff meetings. Have
         management add a CFC message into regularly scheduled meetings as much as possible during the campaign

     •   Participate in activities and special events

     •   Seek opportunities to personally thank volunteers, managers and donors for their time, talents and thoughtful
         contributions through the CFC


                                                        CHECK LIST
               My Agency Head Endorsement:
                Will send endorsement letter and periodic email/s to employees
                    Date _________      Date __________ Date ___________ Date ____________

                Will speak at:
                        Employee meeting(s)       Date ______________
                        Thank you celebration Date ______________

                Will participate at Kick Off or special event/s:
                        Kick Off (If applicable) ________________________________________

                        Event 1 ___________________________________________________

                        Event 2 ___________________________________________________
                Will keep management apprised of campaign progress _________________
                                “For those to whom much is given, much is required.”
                                                                                         John F. Kennedy
6.
                                                          STEP # 2
                                                        BUILD A TEAM


     Recruit a strong, enthusiastic
    campaign committee of at least                                                CHECK LIST
        two people to plan and                                  •  Campaign Chair
      implement your campaign                                   Name ______________________Phone ___________

Planning and running a successful campaign can be a             •  Campaign Co-Chair
big job no matter what the size of your agency.                 Name ______________________Phone ___________
Recruiting a committee allows more people to take
ownership of the campaign. Electing a co-chair, who             •    Select Team Members and Assign
assumes the role of campaign chair the following year,               Responsibilities
establishes a succession plan and eliminates the
process of starting from scratch.                               Name______________________________________

The larger your agency, the more people you will need           Responsibility________________________________
to help. By working together, you will have a head              ____________________________________________
start in achieving your agency goal.
                                                                •    Name__________________________________
•    Elect a co-chair to support your role and serve as
     next year’s chair. This succession planning will           Responsibility________________________________
     help keep your success going next year.                    ____________________________________________

•    Recruit co-workers who are enthusiastic, are               •    Name __________________________________
     respected within your organization and posses
     good communication skills.                                 Responsibility _______________________________
                                                                ____________________________________________
•    Select representatives from each department at
     your agency to serve on your committee.                    •    Name____________________________________

•    Recruit Keyworkers who will be assigned 15-25              Responsibility________________________________
     employees to personally deliver campaign                   ____________________________________________
     materials and make the one-on-one ask.

•    Assign specific responsibilities to each member,           •    Establish committee meeting dates:

     •   develop goals, a theme (optional), and                 Meeting 1 _______________________
         strategies
                                                                Meeting 2 _______________________
     •   plan the Kick Off and/or special events
                                                                Meeting 3 _______________________
     •   schedule meetings
                                                                Meeting 4 _______________________
     •   distribute pledge cards
                                                                Meeting 5 _______________________
     •   advertise the campaign
                                                                Meeting 6 _______________________
     •   track results

•    Meet regularly and establish a timeline. Keep                   Attend Coordinator Training
     your committee meetings short and focused.
     Your teammates will love you for it!
                                                                     Develop Campaign Goal and Timeline
“Life is a gift, and it offers us the privilege,
opportunity, and responsibility to give
something back by becoming more.”
                                                                     Train Keyworkers
                        Anthony Robbins


                                                                                                              7.
                     7CHECK OFF LIST
            Roles and Responsibilities of Loaned Executives, Coordinators, and Keyworkers

                          The Chesapeake Bay Area Combined Federal
                                             Campaign Mobile




     The Campaign Mobile’s WHEELS – The Loaned Executive
•    Takes the Campaign out on the road. Loaned Executives are the tactical drivers behind the wheel. They carry with them all the
     tools needed for building a successful campaign. They carry the “Maps” or “GPS Unit” for Departments’ Campaigns including:
          o Best Practices
          o Campaign Assessments
          o Ideas and Strategies
•    In their trunks you’ll find (both literally and figuratively):
          o Giving Guides
          o Pledge cards
          o Promotional materials
          o Incentives
          o Support for Coordinators and Keyworkers to plan, organize and conduct successful campaigns

     Campaign-Mobile’s ENGINE – The Coordinator
•    Through a partnership with CFC staff and Loaned Executives, Coordinators propel the campaigns forward by:
         o Bringing together key players (Campaign Committee and Keyworkers)
         o Developing the goal, themes, campaign events, campaign calendar
         o Publicizing the campaign
         o Planning the Kick Off, events and employee meetings
         o Maintaining records and reporting to department/agency head and your LE
         o Organizing the distribution and collection of pledge cards and guides
         o Recruiting Keyworkers
         o Providing training/oversight to Agency Keyworkers
         o Thanking contributors and Keyworkers

     The Engine’s SPARK PLUGS – The Keyworker
•    They ignite the campaign by:
         o Making the personal ask to 20-30 employees
         o Taking the responsibility of working the campaign in a particular section, division or unit of a department
         o Distributing giving guides, pledge cards and campaign materials
         o     Making sure everyone is asked to give, personally (either one-on-one or through a group solicitation)
         o Attending Kick Offs, events, and meetings
         o Collecting and verifying pledge cards
         o Reporting results to their coordinators
         o Saying “Thanks”
8.
                                 STEP # 3
                  SET GOALS AND DEVELOP A CAMPAIGN PLAN

 Set and communicate a strategic monetary and participation goal to employees

 Setting goals gives your agency something for which to strive. Posting the goal not only shows the results of the
 campaign as it progresses, it tells employees what the agency expects and reminds them that everyone’s
 participation is crucial to achieving the goals that were set.

 •   Review previous year’s results.

 •   Study trends. Examine number of employees, percent increase/decrease, percent participation, total dollars
     raised, and average gifts.

 •   Consider how much can be raised through special events.

 •   Be realistic, but aim high. Set a goal that is going to make you, your committee and your agency stretch to
     achieve for the good of our community.

 •   Strive for 100% ASK! Develop a plan that ensures every employee has the opportunity to learn how CFC is
     impacting people and issues in our community. Employees, who are not asked to contribute, typically will not
     participate.


 Example:

                                                                                                       09-08
                                              %                                   2009   2008   2007             09
Account                                               09 #   08 #   07 #    #                            %             09 Per
               2009      2008      2007      Gwth                                  %      %      %              Avg
Name                                                  Dnr    Dnr    Dnr    Empl                        Grwth           Capita
                                            '08-'09                               Part   Part   Part            Gft
                                                                                                        Part

Agency XYZ    $32,500   $34,000   $30,000    -4.4%    250    300    225     500   50%    60%    45%    -16.7%   $130     $65


 XYZ Agency has 500 employees. Last year they raised $32,500. Two hundred fifty, or 50%, of its employees
 contributed to the campaign. The average gift per employee was $2.50 per week or $130 per year.

 •   TO INCREASE DONOR GIFT - What if:

          One half of the current donors increased their gift by $.50 a week?
          Then $3,250 additional dollars would be raised!
                                                              Formula:
     ½ of 250 current donors (.50 X 250 = 125) X $.50 per week ($.50 X 52 weeks = $26) (125 x $26) = $3,250
     additional revenue

 •   TO INCREASE PARTICIPATION - What if:

          The participation increased 10%, and each new donor gave $1.00 a week?
          Then $2,600 additional dollars would be raised!

                                                              Formula:

     500 x .10 = (50 new donors) x (52 weeks X $1 = $52) = $2,600 new dollars
     By increasing the amount of gifts and increasing participation you can raise $5,850 additional revenue.
     Combine these two simple strategic goals, add them to last year’s total, and this year’s total would be $38,350!

                                                                                                                           9.
10.
                         CAMPAIGN PRACTICES THAT INCREASE
                                   PARTICIPATION


 Educate. The vast majority of donors give because they already know about the campaign. Potential
  donors need to hear the “story” of the campaign including its history, what it does for our community,
  the charities’ roles and how much has been raised in the past. Present that story at employee
  meetings. Organize a Charity Fair and engage a charity speaker. Talk about the need and how their
  money is being used. Try to get testimony from an employee who has benefited from the services of
  one of CFC’s participating charities. This sends a very powerful message.

 Empower. People need to know that even a small donation, collectively, has the power to change
  peoples’ lives. Make sure every employee is asked to participate! Promote the ease of giving by
  payroll deduction and encourage online giving, where it’s available.

 Entertain. People are much more likely to give if they are involved in fun activities. Even if they don’t
  make a pledge, they can make a donation by participating in special events. Create challenges. Offer
  incentives. Provide food and prizes.


                        CAMPAIGN PRACTICES THAT INCREASE THE
                                   AVERAGE GIFT

 Step-up. Ask current donors if they will increase their gift. Offer challenges. Show how “every dollar
  makes a difference.” Even $1 or $2 extra per pay can have an impact on peoples’ lives. Invite
  employees to make a Bronze, Silver, or Gold level donation and receive a donor recognition gift.

 Branch Out. Exposure to different charities and the work they do can lead a current donor to add
  another charity to their list of designations, thereby increasing their total gift.

 Make it Easy.

       o   Payroll Deduction. People tend to give more when their payments are spread out over time.
           Studies have shown that donors who pledge their gifts tend to contribute two to three times as
           much as those who make one time gifts of cash or checks.

       o   Online Giving. Where it’s available, promote the electronic option. It has been shown that
           people give more when they make the pledge online.



    Campaign Analysis Tools and Techniques –      Agency falls into #___ quadrant
    Monetary Goal $_________________
    Participation Goal ___________%
    Strategies__________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________
     ___________________________________________________________________________________



                                                                                                         11.
                                       Example of a Campaign Plan
                                            with a Timeline


      6–8 Weeks before Campaign Kick Off
            Assign Campaign Leadership (Head Coordinators, Coordinators, Keyworkers)
            Recruit Campaign Committee and begin meeting regularly (every other week)
      4-6 Weeks before Campaign Kick Off
            Set Campaign goals
            Plan for special events
            Plan on ways to promote the Campaign
      1-2 Weeks before Campaign Kick Off
            Plan and implement Keyworker Training (try to have two sessions for people to choose from)
            Have materials ready for Keyworker Training (pledge forms, posters, Giving Guides, recognition gifts)
            Get Agency Head’s endorsement and plans for participating in events
            Send the letter of endorsement from Agency Head
      Campaign Kick Off
            Complete a Kick Off or special event to get staff geared up for the campaign
            Host an event for different shifts where applicable
            Posters and other campaign marketing materials are displayed
      Campaign Duration
            Have Coordinators/Keyworkers solicit employees with their campaign materials
            Host special events
            Have drawings for prizes
            Provide continuous communication and marketing
                 o   Send out at least 4-5 communications to employees that give personal testimony, the campaign’s
                     benefits, statistics on need, examples of what their donations can “buy”, etc.
                 o   Keep employees apprised of status of amount raised
      Campaign Close
            Hold special event thank you
            Inform employees of campaign results
            Collect, verify and total collected pledges. Submit payroll copies to payroll office, total campaign copies,
             complete envelope, and turn in to Loaned Executive for processing
      2 Weeks After Campaign Close
            Conduct a special thank you for Coordinators/Keyworkers
            Conduct a debrief with Coordinators/Keyworkers to wrap up the Campaign
            Celebrate results with committee and department leadership
            Say thanks to all who donated
      February
            Attend CBACFC Coordinator Thank You Luncheon
            Begin plans for year-round communication

12.
                                                     STEP # 4
                        PROMOTE AND PUBLICIZE YOUR CAMPAIGN




Spread the word! Advertising the campaign not only keeps the message in front of potential
donors, its keeps employees in the loop. Donors that are informed are more likely to participate.
The more publicity and excitement you can generate for the campaign, the better the results.

    How to Get People Excited About the
                Campaign
                                                            Send at least four e-mails and/or
                                                            voice mail notices before, during,
•   Distribute CFC campaign material to all staff
                                                            and after the campaign. Topics can
•   Host a Kick Off Event                                   include:
•   Hold a charity fair with displays and speakers
                                                            •   An announcement at the start of the
•   Show the campaign video or slide show                       campaign announcing this year’s goals
•   Display posters, signs and other CFC literature on
    bulletin boards, car windshields, on office             •   Notifying employees of upcoming events
    doorknobs, stair wells, and inside bathroom stalls          and campaign status
•   Create a special campaign newsletter                    •   Testimonial of an employee’s experience
•   Announce information about the Campaign on loud             with a charity
    speakers, voice mail, and e-mails
                                                            •   The needs in your community, the country
•   Make presentations at employee and senior staff             or around the world
    meetings
•   Place articles in agency newsletter                     •   Examples of how donations are used –
                                                                what money can provide
•   Report results weekly
•   Publish calendar of campaign events                     •   An explanation of the benefits of online
                                                                giving, where appropriate
•   Ask co-workers to share personal stories of how
    they, or someone they know, were helped by a CFC        •   A reminder that the campaign is almost
    funded program or what it is like to be a volunteer.        ended
    This is a powerful method to build support
•   Advertise special meetings and fun events               •   A “Thank You” to all those who donated
                                                                along with the announcement of the
•   Have the Agency Head or member of the executive             campaign results
    staff walk through the work place wearing a
    sandwich board advertising CFC
•   Ask representatives from charities to speak at
    events and meetings
•   Post “Thermometer” posters around the office that
    keep track of campaign progress
                                                                                                           13.
           2010 Chesapeake Bay Area Combined Federal Campaign
                                                        Key Messages
                                                               • At some point in their lives, 1 in 3 women is at high risk of getting
                                                                        Did You Know….?”
                                                                 cancer; for men, 1in 2 is at high risk.

                                                               • In 2009, there were 42 million people who were forcibly
      The CFC belongs to you – the Federal employee.

                                                                 uprooted by conflict and persecution, worldwide.
      It doesn’t belong to the Federal Government, the
      United Way, or to the charitable organizations that

                                                               • Those veterans aged 20 through 24, who have served during the
      benefit from it.

                                                                 war on terror, had the highest suicide rate among all veterans -
                                                                 estimated between two and four times higher than civilians the
      CFC provides employees with an opportunity to

                                                                 same age.
      make a difference in the lives of those in need –


                                                               • One in 4 women in the United States has endured violence from
      to help sustain community, state, national and


                                                                 an intimate partner.
      international health, educational, environmental and
      human services.

                                                               • Virginia had an estimated 1,166 homeless families on a single
                                                                 night in 2008, with providers serving nearly 3 times their bed
      For 49 years, the CFC has offered:

      Choice – You get to direct your pledge to the              capacity over the course of the year.

                                                               • Almost 11 million Americans are caring for a person with
      organizations that are closest to your interests. This

                                                                 Alzheimer’s disease or another dementia.
      year, more than 3000 are listed in your Giving Guide


                                                               • Maryland has the highest median household income of any state in
      that you can choose from.


                                                                 the nation--$70,545. But 1 in 12 people in Maryland live in
                                                                 poverty, more than the entire population of the Eastern Shore!
      Convenience – Workplace giving has advantages.
      Through payroll deduction you can give more, while

                                                               • In order to afford rent of a two-bedroom apartment at a monthly
      only having a small amount deducted from each

                                                                 fair market rent of $1,044, individuals earning minimum wage must
      paycheck. Cash and checks are also accepted.

                                                                 work 3.3 full-time jobs.
      Online giving is available to many agencies (check
      with your coordinator or LE) – a safe and quick way

                                                               • One in 11 households faces a constant struggle against hunger.
      to find a charity and donate.


                                                               • 30 percent of Maryland’s children are not fully ready for
      Confidence – Each charity is screened by your
      federal peers. Requirements of each charity
                                                                 kindergarten.

                                                               • 40 percent of children in Virginia have elevated blood lead levels.
      include: a Health and Human Service impact
      statement, IRS determination letter, tax form 990,

                                                               • About ½ of all homeless women and children are fleeing
      and certified audits where appropriate.

      You don’t have to go far to find people in need –          domestic violence.

                                                               • One in three adults has some form of cardiovascular disease
      many of your family members, friends and neighbors

                                                                 (CVD).
      will at some point benefit from the services of


                                                               • In Maryland, more than 31,000 cases of child abuse and neglect
      charities participating in the CFC. Whether it’s

                                                                 are reported each year; in Virginia there are 46,500 reported cases.
      advances in medicine provided by research, support
      for our aging parents, disaster assistance or the

                                                               • It is estimated that approximately 3.7 million animals were
      opportunity for a child to participate in after school

                                                                 euthanized in the nation’s shelters in 2008.
      programs – we all have something to gain by
      supporting the campaign.

                                                               • On 41,922 occasions, people were refused shelter in Maryland
                                                                 because of lack of space or funds.

                                                               • Despite a 6% improvement in health since 2008, the Chesapeake
                                                                 Bay continues to have poor water quality, degraded habitats and
                                                                 low populations of many fish and shellfish species.


14.
                                                   Sample Statements


•   Ordinary people experience extraordinary needs even in ordinary times. In extraordinary times like these, those
    needs continue to grow.

•   Every day of every year, your gift to the Combined Federal Campaign delivers hope, dignity, and comfort to
    thousands of people.

•   For as little as the cost of one candy bar a week, a charity can buy 200 pounds of food – enough for 168 meals for
    the hungry!

•   In our technology driven society, online giving is the future of charitable giving. The Combined Federal Campaign
                                       st
    brings workplace giving into the 21 Century. Giving online is efficient, convenient and confidential.

•   Whatever you can afford to give will be appreciated. Giving through payroll deduction can be your key to substantial
    giving by spreading your contribution over the entire year. Whether you choose to give your donation through payroll
    deduction, cash or check, you will have the satisfaction that comes from helping people in need.

•   You have chosen to give through an organization that helps thousands of people each year through more than 3000
    charities. By giving, you make our community a better place to live.

•   Donations through the CFC provide quality services in an efficient manner.

•   My experience has always shown that the more you give, the more you get in return.

•   Even the smallest gifts accomplish a lot. As little as $1 per pay period through payroll deduction is the equivalent of
    $26 per year – less than 8 cents a day.

•   Nonprofits are trying their best to keep up with the increasing requests for help. Your contributions are making it
    possible for charities to provide for the basic requirements of food, shelter, and safety while also supporting critical
    programs around medical research, education, the environment, and more.

•   Dr. Martin Luther King, Jr. once said that, “Life’s most persistent and urgent question is, ‘What are you doing for
    others?’ ” By participating in the Combined Federal Campaign, we can answer that question.

•   You may think, “I’m only one person, I don’t have the power to change our world. How can one person make a
    difference?” But there is something we can do. It’s the power of people coming together with one goal in mind – to
    make our world, our nation, and communities a better place to live.

•   Every action in our lives affects the present and touches the future. You can make positive difference by contributing
    to the CFC.

•   While the causes we support may vary, the one thing we have in common is the desire to build a better, brighter
    future for our communities, state and nation.

•   You can be confident that your gift to the Combined Federal Campaign is a smart investment.

•   Many people have specific causes, issues and institutions they passionately support. These donations are essential
    in helping people in our neighborhoods and around the world be the best they possibly can.

•   Your payroll deduction gift begins with the first pay period that begins in January and will end with the last pay period
    that begins in December.


                                                                                                                               15.
Every Dollar Makes a Difference!

      $1 a week provides . . .

          •   200 pounds of food – enough for 168 meals for the hungry
          •   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
          •   one acre of unprotected tropical rainforest which assures protection of the natural areas vital to our climate
              and diverse species
          •   one hour of expert training for a citizen's group interested in preserving natural areas in their communities
          •   four hours of emergency room support for a woman who has been sexually assaulted
          •   10 parking vouchers (not covered by insurance) for a cancer patient traveling to a clinic
          •   six days of medical supplies for a dialysis patient
          •   two weeks of infant formula for a family in need
                                                         . . . that’s $52 a year

      $5 a week provides . . .

          •   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
          •   gas or power service for an elderly or disabled person who has been threatened with a utilities termination
              notice
                                                       . . . that’s $260 a year

      $10 a week provides . . .

          •   one ton – 2,000 pounds – of food that translates to 1,612 meals for the hungry
          •   two days of care for a terminally ill individual
          •   baby formula for 52 low-income families (one each week)
          •   five and a half weeks of work training
          •   one month of preschool for a child at risk of falling through the cracks
          •   a lightweight wheelchair for a person who is physically challenged
          •   five people being treated for mental illness the opportunity to attend recovery classes that provide education,
              peer support, and healing strategies
                                                         . . . that’s $520 a year


“How wonderful it is that nobody need wait a single moment before starting to improve the world.”
                                                                                       Anne Frank


16.
                                    Build Awareness Year Round

Building awareness of the CFC should be a year round effort. During the campaign, the campaign committee
needs to raise the level of interest in the CFC by providing employees with information on how CFC works and the
services it funds. Consider the following tactics to keep interest levels peaked all year round, then when the
campaign begins next year, employees will already have the basic understanding of CFC. The campaign will only
need to heighten the interest.

Create a committee that will be responsible for creating a plan for building awareness and supplying the messages
that will be used.

Strategies for building year-round awareness:

• Semi-Monthly or Quarterly Newsletter
Thank and recognize departments and donors. Share stories about your dollars at work (spotlight a critical
community issue and how charities are addressing the problem). Give updates on how their generous contributions
are impacting the community. Post pictures of the Kick Off and special events.

• New-Hire Packets
Work with your HR representative to put together an informational package to be distributed to new-hires. CBACFC
has prepared a document that tells new employees about the campaign. A copy of the New Hires fact sheet can be
found in this Guide’s Appendix and can be downloaded at www.cbacfc.org.

• E-Updates
Similar to the newsletter, send out monthly updates to your agency employees on their dollars at work. You can use
information that is provided in this Step under “Every Dollar Makes a Difference.”

• Survey of Donors
Discover the issues that are important to your fellow employees and their input on the campaign by conducting a
brief survey.
          Survey Distribution Channels: optional opportunity as part of online pledge, newsletters, web site and
             email
          Sample Survey Questions: Assess how the campaign is doing and what more can be done. What did
             employees think of the campaign materials (poster, video, Giving Guide, etc.)? Did they like the
             briefings, incentives, Kick Off, events, etc.? What are their reasons for giving? Will they continue to
             give? What are their reasons for not giving? What suggestions do they have for improving the
             campaign?
          Survey Results: Use the results to tailor the campaign to the needs of your federal community


•   Charity Speakers and Tours

Invite a charity speaker to present at a “Lunch and Learn” or arrange for employees to take monthly tours of non-
profit organizations. This is a powerful way to have employees experience, first hand, the work that is being done in
our communities.

•   Closed Circuit TV

Some federal agencies have a closed circuit TV network on which CFC announcements can be made. Check to see
if this is an option for you. If so, prepare a short ad twice during the campaign – the first ad announcing the
campaign and soliciting support, and the second ad announcing the results and thanking employees. During the rest
of the year, consider airing short ads periodically to keep the campaign “Top of Mind.” You can utilize facts about
your community, statistics and what a pledge can do by referring to the following section, “Did You Know” or “Every
Dollar Makes a Difference.” Also consider a testimonial from an employee who has had an experience with a
charity.

www.cbacfc.org will have many promotional materials available online for you to download. Feel free to
ask your Loaned Executive or staff for ideas and materials.



                                                                                                                   17.
                                            CHECK LIST

      Hold Kick Off or special event/s
             o   Event __________________________________Date _________________________
             o   Event __________________________________Date _________________________
             o   Event __________________________________Date _________________________


      Hold Charity Fair Date _______________________________________________________
      Display Posters / Thermometer
      Post a Calendar of Events
      Make Announcements
             o   Announcement Type _____________________Date _________________________
             o   Announcement Type _____________________Date _________________________
             o   Announcement Type _____________________Date _________________________

      Send at least four messages during the campaign via e-mail, voice mail, etc.
             o   Type of Message _________________________Date ________________________
             o   Type of Message _________________________Date ________________________
             o   Type of Message _________________________Date ________________________
             o   Type of Message _________________________Date ________________________

      Put article in ___________________________________Date ________________________
         Put article in ___________________________________Date ________________________

      Additional Activities
         ____________________________________________________________________________
         ____________________________________________________________________________
         ____________________________________________________________________________
         ____________________________________________________________________________
         ____________________________________________________________________________
         ____________________________________________________________________________

      Establish Committee for Year-round Awareness
             o   Member ____________________________________________
             o   Member ____________________________________________
             o   Member ____________________________________________




                 “We make a living by what we get; we make a life by what we give.”
                                                                                 Winston Churchill
18.
                                        Meet with Employees
Conduct employee group meetings with a CFC representative, video, and charity speaker
Education is crucial. People give to causes they know or with which they have a connection. CFC representatives,
charity and recipient speakers are your health and human service experts. They can tell personal stories, give
community facts, alleviate concerns, answer questions, encourage volunteerism, thank employees on behalf of the
community and assure donors that their contribution makes a positive difference. Remember: Group presentations
are the most efficient way to ask and it puts donors at ease because no one is singled out.

    •   Schedule meetings for all employees to communicate the CFC message

    •   Make sure the employee group meeting time does not exceed 30 minutes

    •   If your workplace will not allow such a meeting, invite a CFC representative to speak for about 10 minutes at
        the beginning of an already scheduled meeting

    •   Serve refreshments

    •   Ask the Agency Head to give opening remarks

    •   Announce goal, incentives and planned events
.
    •   Distribute pledge cards and collect them at the end of the meeting. Provide employees with incentives
        provided by CFC

                              Use your CFC staff or Loaned Executive for these meetings.
                                            They are your best resource!



                                                   CHECK LIST

        Schedule meetings

            Date(s) ___________         Time __________         Location ________________________

            Date(s) ___________         Time __________         Location ________________________

            Date(s) ___________         Time __________         Location ________________________

        Confirm attendance of:
              Agency Head
              CFC Representative
              Charity Speaker(s)

        Pre-meeting tasks:
                Schedule an adequate sized meeting room
                Reserve audio-visual equipment
                Send out invitation and attendance
                Order refreshments
                Obtain ample supply of pens, napkins, cups, campaign materials, etc.
                Distribute and collect pledge cards
                                                                                                                  19.
      Group Meeting: Sample Agenda

To set a positive tone for your employee rally, play on your campaign theme. Play music, serve refreshments and be sure to distribute pledge
cards and the Giving Guide to employees as they enter the room.

Show CFC Campaign Video…………………………………………….…………………….. 5 minutes

Introduction to Meeting by Campaign Coordinator………………………………………. 2 minutes
          •    Thank employees for their time and their past support
          •    Announce last year’s results
          •    Announce this year’s theme, goal and incentives
          •    Assure employees that with everyone’s help, the goal can be achieved
          •    Introduce the Agency Head or Department Manager

Remarks from Agency Head, or Department Manager…………………….…………….. 3 minutes
          •    Thank everyone for coming
          •    Personally endorse campaign. Explain why it is important to you and the good of the agency
          •    Reiterate goal
          •    Encourage participation through payroll deduction and giving online (if available)

Introduction of CFC Staff or Loaned Executive (LE) by Campaign Coordinator

Remarks from CFC Representative……………………………………………….……….……5 minutes
          •    Thank employees on behalf of the community
          •    Share the key message strategies
          •    Introduce charity speaker or federal employee who will give testimony

Remarks from Charity Speaker or Testimonial from Employee…….…….……………… 5 minutes
          •    Share a personal story
          •    Describe how contributors’ dollars make a difference
          •    Share experience from charity tour and/or volunteer activities

Closing Remarks from CFC Representative…………………………..………………...….… 2 minutes
          •    Make the ask
          •    Ask past givers to consider an increased gift
          •    Explain the pledge card and giving options

Final Remarks from Campaign Coordinator……………………………………...………….. 2 minutes
          •    Talk about incentives and planned events. Stress that they are only used to add fun to the campaign and thank employees for
               support
          •    Thank attendees for their time, attention and generosity
                                                                                                    Total Time:   20-30 minutes

     Group Meeting - 5 minutes
              Agency Head Gives Opening Remarks
              Coordinator Introduction
              Loaned Executive Presentation
              Coordinator Conclusion with Q&A

     Group Meeting – 10 minutes
          •    Add video to the 5 minute meeting agenda

     Group Meeting – 15 minutes
          •    Add Charity Speaker to 10 minute meeting agenda


20.
                                  Charity Speakers

Charity speakers can give your Kick Off, meeting, or rally firsthand knowledge about the
programs and services their organization offers.

Benefits:
Provides an opportunity for employees to learn about a charity without leaving the office.
Gives employees an opportunity to ask specific questions about the organization’s programs.
Presentations can be as short as five minutes. Two or more mini presentations can give
employees exposure to more organizations in less time.

Key to Success:
Plan your events at least three weeks in advance to increase the chances of your speaker’s
availability. Allow time for question and answer period. Start on time. (Speakers are usually
volunteers with other schedules.) Consider inviting a speaker to give a “brown bag”
presentation over lunch.



                                     Charity Fairs
Benefits:
Provides first-hand exposure to a variety of CFC charities. If designed to be interactive with
employees and charity representatives, a charity fair can provide a broader view of what the
CFC is doing in our community.

Key to Success:
Best to set up in a high traffic area, allowing exposure to the optimal number of employees.
Create a game or questionnaire that employees can complete by visiting different agency
booths. Consider giving away prizes.



                                     Charity Tours

Charity tours define “seeing is believing.” A charity tour will provide your employees with a
firsthand look at the services CFC agency programs are delivering.

Benefits:
Tours are the single best way to show donor contributions in action. Tours demonstrate the
efficiency and effectiveness of charity programs as well as the many social problems that
each one addresses. Employees who participate in charity tours can speak about their
experience at meetings and during one-on-one asks.


Key to Success:
Hold a regularly scheduled meeting at a charity, then take a tour. Take executives,
coordinators, Keyworkers, or other special groups on tours, separately. Consider a tour as
part of training.



         “Give not from the top of your purse, but from the bottom of your heart.”
                                                                       Author Unknown



                                                                                                 21.
                Developing Effective Presentation Skills

During your campaign presentation, you are usually trying to
persuade someone to support the CFC. There are five main
elements of persuasion:

Establish Your Credibility
You must fully understand the topic you are presenting and               OUTLINE FOR A SAMPLE
must be trusted for your honesty and good will. Tell stories                   SPEECH
about yourself. Let your audience know any feelings you had
about CFC before you became involved. If you were not a               *Greet everyone – thank them for
supporter, say so. If this is the case, it is important to let your   attending
audience know how you once felt, and to explain why you
changed your way of thinking.                                         *Recognize past accomplishments
                                                                      or past generosity
Arouse the Emotions of Your Audience
Tell your story. Giving testimony is one of the most powerful         *Give a brief overview of the CFC
ways to communicate your message. Tell them about a friend
or co-worker who received help or tell a personal story about
how a charity has helped you. You can share your                      *Explain how the campaign works
                                                                      – both overall and in your
observations of a tour of a charity, and remember that the            organization
campaign video can also provide emotional impact.

                                                                      *Tell a personal story about how
Give Reasons to Support the CFC                                       the campaign has affected you
One of most important things you will communicate to your co-
workers is the difference they make when they give to the
CFC. It’s vital that each employee knows they are helping             *Confirm there are still needs in
others through their gift. Provide them with facts about what         our community (see “Key
                                                                      Messages”)
their gift can “buy”.

Concentrate on the CFC’s Efficiency and Effectiveness                 *Tell them what their donations
                                                                      can provide
The CFC is employee-focused, cost-efficient and effective in
providing all Federal employees the opportunity to improve the
quality of life for all. More than 3,000 charities provide            *Emphasize the ease of pledging
needed services at home and abroad. Contributions go
directly to the agencies that donors designate.
                                                                      *Ask for contributions

Ask Your Audience to Join You in Supporting the CFC
Research shows that the #1 reason why people don’t give is
because they were never asked!


                        “For it is in giving that we receive.”
                                        St. Francis of Assisi




 22.
                                                   STEP # 5
               ENCOURAGE SUCCESSFUL SOLICITATION METHODS

                                        The goal is 100% ASK!

Make certain everyone receives a Pledge Card or information about electronic
pledging.
Keyworkers play a critical role in ensuring that every employee receives campaign materials. A good ratio
to have is one Keyworker for every 15-25 employees. In this way, your solicitation can be personalized.
For employees who work on shifts, appoint a person on each shift who will be responsible for talking with
everyone and distributing and collecting pledge cards.

Follow up and personally ask every employee to consider a contribution.
Follow up is extremely important. Many employees have every intention of giving; they just need
someone to remind them. In some cases, employees have questions and concerns that may not have
been addressed. Making the personal ask allows you to hear those concerns, address them, and
personally thank them for their time and consideration.

If you feel uncomfortable asking for a contribution, don’t worry. This is natural. You can overcome this
feeling by remembering that you are not asking for donations for yourself, but for a cause that benefits the
entire community. Each employee makes his or her own decision to contribute or not.


By asking your colleagues to give, you are offering them an OPPORTUNITY….


    Here are 10 Reasons Why People Give

1. Someone I know asked me to give, and I wanted
   to help them
                                                                   A survey conducted by the Indiana
2. I felt emotionally moved by someone's story                     Combined Federal Campaign found
3. I want to feel I'm not powerless in the face of                 that 85.2% of donors gave
   need and can help (this is especially true during               because they already knew about
                                                                   the CFC. This emphasizes the
   disasters)
                                                                   importance of education. The
4. I want to feel I'm changing someone's life                      more you know about the CFC, the
                                                                   more you will be inclined to give.
5. I feel a sense of closeness to a community or
   group                                                           This survey data also emphasizes
6. I need a tax deduction                                          the importance of face-to-face,
                                                                   personal touch between the
7. I was raised to give to charity - it's tradition in my          Coordinator / Keyworker and the
   family                                                          Federal employee. Technology is
8. It makes me feel connected to other people and                  great – it allows information to be
                                                                   transmitted to a large audience. But,
   builds my social network                                        technology can never replace the
9. I feel fortunate and want to give something back                importance of being personally
   to others                                                       asked to give.

10. I want to be seen as a leader/role model



                                                                                                           23.
                                            SOME GENERAL TIPS

  Be Prepared
      •   Develop a clear understanding of the CFC. Review the materials in this guide, and become familiar with the
          pledge form and how to donate online.
      •   Call your Loaned Executive or contact CBACFC staff for answers to questions and concerns.
      •   Be sincere. Make your own pledge before asking co-workers to do so.

  Be Friendly
      •   Make a good first impression. A smile goes a long way.
      •   Thank everyone – whether they give to the campaign or not.

  Be Informative
      •   Use the information in the Giving Guide and the Coordinator’s Guide to address questions and concerns.
      •   Point out the spectrum of services offered by CFC charities.
      •   Stress needs rather than campaign results.

  Present the Reasons for Giving
      •   Stress the rewards and the positive feeling from giving.
      •   People will respond when you communicate a meaningful message.
      •   Focus on CFC recipient success stories, always connecting donor to a recipient.

  Address Questions and Concerns
      •   Answer any questions you can.
      •   If you don’t know the answer, don’t guess – find out from your Loaned Executive or CBACFC staff and follow up.

  Ask for a Pledge
      •   Present the pledge forms and ask for a pledge.
      •   Emphasize payroll deduction as the most convenient way to give.
      •   Remember to say THANKS!




                               ** The Magic of Payroll Deduction **

  One of the best things about the CFC is the payroll deduction option. Stressing this method of giving is
  probably the most important thing you can do to increase contributions.

  Key Selling Points:
         In 2009, the average payroll deduction pledge was $334.21 vs. $190.79 for cash and check gifts.
         It’s simple – just fill out the form one time and you can give to your favorite charity all year long.
         It’s easy on the pocketbook – a smaller donation taken out of your paycheck each pay period is a
          painless way to give.
         It’s more effective – a small deduction of $5 from your paycheck can add up to a big contribution over
          a year’s time.




                               Don’t give until it hurts; give until it feels good.”
                                                                                Author Unknown


24.
                                         Promoting Online Giving

Online giving allows you to invest in your community within an internet-based giving environment where security is a
top priority. A number of agencies are offering online pledging using one of two options: Employee Express or
CFCNexus. Check to see if your agency is participating and which option is being used.

Employee Express (EEX) –Available to agencies currently using EEX for Human Resources support, and approved
by the Office of Personnel Management (OPM).

CFCNexus –CFCNexus is available to any agency wishing to participate in e-pledging.

You can pledge online by going to www.cbacfc.org and clicking on the EEX or CFCNexus pledge button, or
going to: https://www.employeeexpress.gov, or http://www.cfcnexus.org/_chesapeake/



                    ** TOP TEN REASONS TO USE ONLINE GIVING **
              1.   EASY - Simple and quick to use
              2.   ACCESSIBLE - Can pledge nearly anywhere
              3.   INTUITIVE - Very interactive
              4.   ACCURATE - No math errors, verifies 5 digit code
              5.   LEGIBLE - No deciphering penmanship
              6.   SEARCHABLE DATABASE - Find charity preferences quickly and easily
              7.   COST SAVINGS TO CAMPAIGN – Eliminates data entry, reduces number of printed
                   guides
              8.   AVERAGE GIFT IS INCREASED
              9.   CAMPAIGN PROGRESS TRACKING - Up to date reporting
              10. MAKES YOUR JOB AS A COORDINATOR OR KEYWORKER EASIER




                                      Marketing Online Giving
          How to promote the use of online giving, where appropriate:

              Hang posters and flyers that encourage online giving
              Send out emails. (Could include a series of messages, each giving one
                   of the top ten reasons for giving online)
              Give each employee a postcard promoting online giving and providing
                   information on how to access the sites to make their pledge
              Personally talk with employees about the many benefits of pledging
                   online
              Make announcements via intercom, agency web sites, voice mail, etc.
              Put stickers on Giving Guides that advertise the web site locations to
                   pledge online

          www.cbacfc.org will have flyers available online for you to download. Feel free
          to ask your Loaned Executive or CFC staff for ideas and materials.

                                                                                                              25.
                                          Donor Considerations
                                             HOW TO HANDLE OBJECTIONS
       Listen carefully. Do not interrupt. Do not argue.
        It is vital that the person stating the objection feels they are being heard.

       Reflect the statement back.
        You reflect the objection by accepting it and letting the individual know that you understand what they are saying.
        Here are examples of reflective statements:
             I can appreciate that.
             That’s a normal reaction.
             I’m not surprised to hear you say that.
             That’s interesting.

       Deflect the statement.
        After the objection has been reflected, you can deflect it by simply restating it in a positive way. The following are
        a sample of objections you may hear, and ways you can reflect and deflect their concerns.

      1. I can’t afford to give to CFC.
      “If things are hard for us, think how hard it must be for people who are less fortunate. For others, it may be an issue
      of not knowing where their next meal is coming from or how to pay the fuel bills this winter.”

      “You don’t need to give me money right now. Giving by payroll deduction makes it so much easier to pledge by
      spreading small payments throughout the year. Only $.50 a week can make a real difference. Check out the CFC
      brochure on what charities can do with $1 per pay.”

      We will be holding some special events during the campaign that you may want to attend. We will send a notice out
      to give you the date and time.

      2. I already gave.
      “That’s wonderful! I know that your charity will really appreciate your gift. Thank you!”

      3. I prefer to give directly to my favorite charity.
      “It’s important to support the things we care about. You can still give to your favorite charity through CFC. Making a
      contribution through payroll deductions allows you to make a larger deduction by spreading your payments out over
      time. By giving through CFC, your charity receives a check, quarterly. This is income they can count on throughout
      the year and because CFC consolidates all of their pledges, it saves on bookkeeping costs. Additionally, if you
      pledge through CFC, your charity receives a portion of the undesignated funds.”

      4. My taxes already support the poor, so why should I give to the CFC?
      “With so many people in need, government cannot do it alone. Contributions to charities participating in the CFC
      help fill the gaps. Without the help of CFC supported programs, many more people would need public assistance,
      which could actually drive up your taxes.”

      5. I give at church.
      “Giving at church is one way to support something you really care about. However, the CFC gives you the
      opportunity to support a wide range of programs and services. There may be other causes you feel passionate
      about that may not be covered by a religious institution’s programs, such as environmental protection, arts education,
      or medical research.”

      6. How do I know my contributions are being sent where I want them to go?
      “The CFC has a system of checks and balances to make sure that your designations are being honored, including an
      annual CFC audit. You may also choose to release your name and address to your designated charities. Charities
      are encouraged to acknowledge you donation. You can also contact them and they can tell you if they received your
      donation.

      7. I need help myself.
      “As do many of us at one time or another. There is likely a charity in the Giving Guide that may be able to furnish the
      kind of support you’re looking for.”

26.
8. Is the money well spent?
“In order to be eligible to participate, your federal peers review charity applications for compliance with the criteria
stipulated in the OPM regulations; e.g., ensuring they are a nonprofit, audited annually, etc. The CBACFC is audited
annually by an independent auditor to ensure that all designations have been honored.”

9. People need to get a job rather than handouts.
“In many cases, a life-altering event can occur that drastically changes the lives of individuals and families.
Sometimes it can be something as simple as losing day care for a child during work hours or not having a reliable car
so they can get to work. As you know, finding a job can be difficult. CFC has charities that are set up to help people
get back into the workforce.”

10. If I give, who will see my personal information?
“You have the option of being an anonymous donor or being acknowledged by the recipient of your donation(s). If
you want acknowledgement from the charities you designate, just fill in the appropriate address information on your
pledge card under “Recognition Options.” If you don’t fill in this information, your gift will remain anonymous. Under
any circumstances, your personal information is never shared with any third parties!”

11. I can’t give enough to make a difference.
“Every dollar helps. A small donation goes a long way especially when it is united with thousands of other gifts to
make an impact. You don’t need to give me money right now. You can donate using a payroll deduction and spread
your payments out over the year. A dollar or two a pay can go a long way.”

12. Why should I care what happens in the city? I live in another county.
“Everyone needs help at one time or another. And you can probably find a charity that works right there in your
community. This year there are more than 3000 charities you can choose from. If you look on the CFC Web site,
wwwcbacfc.org, you can search for a charity that offers services close to home.”

13. No one ever gave anything to me.
“There are charities out there that are working for you every day and you may not even know it. And if you ever do
need help, there are many that are ready to provide you with assistance.”

14. I gave last year and no one thanked me.
“We are sorry to hear that. We thank you in advance. If you would like, we have an incentive to show our
appreciation. And, this year I’ll make sure you get the thanks you deserve.”

15. I don’t want any money taken out of my paycheck.
“You can give a one-time donation. Or you can consider attending one of our special events to support the
campaign.”

16. Is CFC is really a United Way Campaign?
“CFC regulations require that every local campaign be managed by a nonprofit agency, under a contract that is
approved annually by the Local Federal Coordinating Committee (LFCC). United Way of Central Maryland submitted
a proposal and was selected as the Principal Combined Fund Organization (PCFO). United Way is not paid a fee to
run a campaign, but receives reimbursement for approved CFC expenditures by the LFCC. United Way applies
independently to participate as a charity in the CFC and be eligible to receive donations.”

17. What is the administrative cost of the CFC?
“Last year our overhead, which includes administration and fundraising expenses, was 7.7%. This is small compared
to other non-profits. This means that every pledge dollar goes a longer way to helping others.”

18. If I give, what gift can I receive?
“This year we are giving the following gifts for certain levels of giving:
  Bronze Level Gift - $100 - $999 - Water Bottle
  Silver Level Gift - $1,000 - $1,999 – Umbrella
  Gold Level Gift - $2,000 or more – Umbrella and Coin




                                                                                                                     27.
                                               Personalize our Message
      Ask if they are familiar with CFC.
      If they say, “I always give:”

              Loyal Donor:
              • Thank the donor for their past gifts.
              • Tell them this year’s goal.
              • Let them know that we realize this is ambitious, but this year charities need our support more than
                 ever.
              • Tell them why the Campaign is important to you and how it has touched your life.
              • To make our goal, ask them to consider giving a little more each pay – perhaps $1 or $2.
              • Show them that as little as the cost of one candy bar a week can buy 200 pounds of food –
                 enough for 168 meals for the hungry!
              • Stress, however, that all contributions are important, no matter what the amount.
              • Let them know this year’s donor gifts.
              • Give them their pledge card and ask them to complete filling it out. Promote giving by payroll
                 deduction and, where appropriate, suggest they give online.
              • Answer any questions they might have.
              • Collect the card, where appropriate, and say “Thank you!”


      If they say, “I’ve given in the past:”

              Lapsed Donor:
              •   Ask them if they have thought about giving this year. LISTEN carefully to what they say. Let
                 them know that you understand and accept any concerns they might have.
              • Respond to specific questions (consider the training material on “Donor Considerations”)
              • Tell them about the need…..That in these challenging times, more and more individuals and
                 families find themselves depending on the support and generosity of strangers. Nonprofits are
                 trying to keep up with increasing requests for help at a time when government funding for vital
                 services continues to decrease.
              • Tell them why the Campaign is important to you and how it has touched your life.
              • Let them know that this year’s Giving Guide has more than 3,000 charities to choose from.
              • For as little as $5 a week, a child can receive after school care (food, health, recreation, and
                 homework help) for a year.
              • Let them know this year’s donor gifts.
              • Distribute the card and ask them to complete it or, where appropriate, suggest they give online.
              • Collect the card, where appropriate, and say “Thank you!”


      If they say, “I’ve never given to the campaign before:”

              Potential Donor
              • Tell the potential donor about the CFC.
              • Tell them why you are volunteering your time and donating to the CFC.
              • Remind them that many family members, friends and neighbors will at some point benefit from the
                 services of charities participating in the CFC. Whether it’s advances in medicine provided by
                 research, support for our aging parents, disaster assistance after a water main break or home fire,
                 after school programs for our children – we all have something to gain by supporting the
                 campaign.
              • Let them know that this year’s Giving Guide has more than 3,000 charities to choose from.
              • Review the campaign goal and this year’s incentives.
              • Ask them to consider making a 1 time pledge in any amount since the community needs are
                                                    st

                 greater than ever. Stress all contributions are important, no matter the amount.
              • Answer any questions.
              • Ask them to complete the card or, where appropriate, suggest they pledge online.
              • Collect the card, where appropriate, and say “Thank you!”
              • If they say “no,” be friendly and thank them for their time.
28.
                                                               STEP # 6
                                                              HAVE FUN!

       Add Excitement and Enthusiasm to Your Campaign with a Kick Off, Contests,
                              Games, and Special Events




Plan a promotional event. A promotional event can mean anything from a full scale Kick Off to a quiet screening of
the video with popcorn. The type of promotional event you do depends on the size of your department and what your
agency is willing to support.
The most successful campaigns are those where the Coordinators and Keyworkers add an element of FUN. Having fun
means that your co-workers will look forward to campaign activities, feel better about the campaign and want to participate.
And, keeping employees excited about the campaign increases donations!
Contests, games and special events are fun. They encourage team spirit, camaraderie and boost employee morale. They
also encourage participation from staff who may not give through payroll deduction. Offering incentives results in higher
levels of employee participation and makes it more appealing for employees to volunteer and give.

Invite charities to participate. It’s been shown that this can have a positive impact on participation and
average gifts. Employees can gain a greater understanding of what the needs are in the community and just how
important their donations are to ensuring vital services remain available.

Helpful hints for planning an event:
•    Line up “fun” people to work with
•     Keep presentations SHORT!
•     Increase attendance by offering door prizes and refreshments
•     Remind employees that donations for events are tax deductible, except when goods are exchanged for the donation.
      The cost of ingredients or donated food is also tax deductible
•     Use clip art to make your announcements, flyers, memos, etc., more noticeable. Display balloons to attract attention

Event Suggestions *
•    See where your money goes, tour a funded agency
•     Link your fun events to a theme. Select a theme using current fads, music, TV shows, sporting events, etc.

•     Hold a popcorn party, pizza-fest, or ice cream social
•     Auction employee donated items or services
•     Have department races, contests or challenges
•     Sponsor raffles, karaoke contests or talent shows
Host a campaign midpoint rally
•    Invite all staff
•     Have your Director give a pep talk
•     Use an charity speaker to personalize the benefits of CFC giving
Create friendly competition among departments. This is another way to raise campaign visibility and interest.
Award a cup or plaque to the department that, for example, had the highest increase in participation.

  * Get approval from you Agency’s Ethics and/or General Counsel’s office for all events and prizes. Each Agency has its own interpretation of
the federal guidelines, and you are responsible for adhering to those rules.


      For 42 more fun ideas, see the “Fun-Rai$ing” section in the Appendix.                                                          29.
                                                  Prizes and Incentives
      Prizes and incentives can be big or small- -people just like to be recognized and appreciated. Even if you don't have
      a budget, you can still provide incentives as services or special recognition to your volunteers. The following is a list
      of well-received incentives:

           Meal at Agency Head’s home

           Pizza Party Hosted by Management

           Agency Head donating his/her parking place

           Employee’s car washed in the parking lot during lunch

           Management volunteers to do an undesirable job as sorting mail

           Free dessert coupons from the cafeteria

           Host a picnic in the parking lot

           Certificates and ribbons

           Purchase gift cards for local theaters, restaurants, stores, etc.

           One half day leave

           One hour late pass

           Two hour lunch


                                                        CHECK LIST

Schedule a charity presentation
      Date _________________ Time ________________________
      Charity____________________________________________________________________________
      Contact ___________________________________________________________________________

Organize contests, games, fun events (Go to www.CBACFC.org for additional ideas)
      __________________________________________________________________________________________
      __________________________________________________________________________________________
      _______________________________________________________________________________________


Host a mid-campaign rally
      __________________________________________________________________________________________
      __________________________________________________________________________________________
      ______________________________________________________________________________________


  Host a campaign wrap-up event
_____________________________________________________________________________________________
_____________________________________________________________________________________________
___________________________________________________



                     “Life’s most persistent and urgent question is, ‘What are you doing for others?’”
                                                                                            Dr. Martin Luther King, Jr.
30.
              Campaign Tips
      Planning Your Campaign Special Events
                                              CHECK LIST
Planning an event is a great way to bring employees together and raise more money for your agency’s
campaign. Careful planning is the key to making sure everything goes off without a hitch. The following are
some helpful tips:


   Recruit a committee with representatives from all levels and locations in your agency
   Choose an event that’s appropriate for your work environment. (Consult with your Agency’s Ethics
       and/or General Counsel Offices if necessary.)

   Select a date and location for the most visibility.   Consider possible weather conditions if staging
       events outside

   Consider an easily accessible location
   Develop a detailed plan and timeline
   Assign roles and responsibilities:   publicity, prizes, decorations, audiovisuals, food, volunteers, etc.

   Establish pricing
   Publicize the event through newsletters, public announcements, e-mail blasts, flyers, posters, etc.
   Have a run-through prior to the event
   Evaluate your event.     Review with your committee what went well and what can be improved before
       the next fundraising activity

   Report your fundraising results to your fellow employees and CFC
   Send Thank You notes, e-mails or make telephone calls to everyone who helped in the planning and
       implementation of your event



                                                                                                                31.
                                                            STEP # 7
                                                  Closing the Campaign
                                                   SAY “THANK YOU!”

      Report results and say “Thank You”!
      Reporting results and saying thank you is critical. It brings closure to your campaign, lets employees celebrate the
      success and lets donors know their gift made a difference and is appreciated. You can never say “Thank You” too
      many times.

      Never underestimate the importance of the “Thank You” at the end of your campaign. EVERYONE NEEDS TO
      KNOW THAT HIS OR HER CONTRIBUTION IS IMPORTANT. Recognition can also make next year’s campaign
      easier.

      Now that the campaign is over, give yourself a hand for a job well done.



                                           Top Ten Ways to Say “Thank You”
            1. Announce the results

            2. Ask your Agency Head/Director to offer a special thanks to all who contributed. A letter can go out
               to employees. A thank you can also be posted on your agency’s bulletin boards and intranet.

            3. Give donors a CFC donor incentive

            4. Give certificates/awards to departments with high achievements

            5. Display the final results and “thank you” message on posters

            6. Hold a “thank you” reception for employees

            7. Put a thank you article in employee publications. Include any photos you have of Kick Offs and
               special events

            8. Blanket the bulletin board, lunchroom, etc., with “thank you” messages

            9. Send “thank you” e-mails and voice mail messages to employees to let them know their
               contributions are appreciated

            10. Thank your committee with a note of appreciation. You could not have done it without their time,
                energy and support. Hold a special meeting just for them. Award certificates with a special note or
                letter from the Agency Head. Send letters to a supervisor in cases where specific employees have
                done an especially commendable job



                                                           CHECK LIST

            Check pledge cards for signatures

            Complete campaign report envelope

            Call CFC staff or Loaned Executive to schedule pick-up

            Say “Thank you” to employees via e-mail, voice mail, signs, posters, letters, etc.

            Announce results

            Thank the committee


32.
                                             STEP # 8
                                          Campaign Wrap Up

                                               HOW TO PROCESS PAPER PLEDGE CARDS
 TOP FIVE COMMON ERRORS
                                              1. Collect pledge forms and cash/checks from donor.
 1. Illegible. If it is unreadable, the
    pledge will not be processed              2. Hand in pledges each week rather than hold them until the
    correctly                                    end of the campaign. Keep in mind that people who donate
                                                 using checks will want to get that deposited and cashed in a
 2. The gift per pay is listed as the            reasonable time.
    annual gift                               3. Make certain the pledge card for payroll deduction includes a
                                                 signature and social security number. Donors giving by cash
 3. Invalid designation number                   or check do not need to provide either.
    (Designation numbers are listed
    in the Giving Guide or on                 4. Retirees and contractors can give by cash or check only.
    www.cbacfc.org in the                     5. Make sure there are no “scratch outs.”
    searchable database.)
                                              6. If a donor wants to give to more than five agencies, have
 4. Pledge forms with payroll                    them fill out 2 (three if more than 10 agencies) additional
    deductions are not signed.                   pledge forms indicating their designations, and clip together.
    (Pledges of cash or checks do             7. Give the pink copy to the donor that can be used for tax
    not require a signature)                     purposes. Forward the white to your payroll department, if
                                                 appropriate, and put the yellow copy in your report envelope
 5. Missing the Social Security                  that you’ll turn into your LE.
    number or Employee ID if using
    payroll deduction                         8. Verify pledge card accuracy (math, legibility, signature, etc.).
                                              9. Check to see that total gift amount equals the total
                                                 deductions.
                                              10. Make certain checks are made payable to “Combined Federal
Distribution of Donor Recognition                 Campaign” or “CFC.” All cash or check contributions must
               Gifts                              include a pledge card.
                                              11. Separate pledge cards into groups: cash/checks and payroll
Those donors who gave $100 or more
                                                  deductions.
and would like to receive a recognition
gift must check the appropriate box on        12. Record your totals on the front of the Report Envelope which
their pledge card, under                          you will get from your Loaned Executive.
“RECOGNITION OPTIONS.” Keep a
                                              13. Total the amount and number of donors for cash, check, and
list of those who are eligible and
                                                  payroll deduction, separately.
would like to receive a gift, and then
let your Loaned Executive know how            14. If a confidential contribution is received, it should not be
many of each gift you need. They will             recorded with any of the reported totals. Confidential
either have the gifts shipped to you              envelopes should remain sealed until processed by the CFC
or will hand deliver them.                        staff. Simply indicate the number of confidential donations.
                                              15. Total cash and checks and put into one report envelope; total
Gift levels are as follows:
                                                  pledges for payroll deductions and put in another. Limit 50
                                                  pledges per envelope.
   Bronze Level Gift $100-$999
        Water Bottle                          16. Make a copy of the envelope for your records
   Silver Level Gift $1,000-$1,999
        Umbrella                              17. Make certain donor information is safeguarded. 16 Keep
   Gold Level Gift $2,000 or more                checks/cash in safe place until you give it to your LE
        Umbrella and Coin                     18. Plan to sit with your LE to recount and verify all pledge cards,
                                                  cash, and check totals at each collection meeting


                                                             "If not you, who? If not now, when?"
                                                                                            Garry Herbert
                                                                                                                33.
                                  PROCESSING SPECIAL EVENT DONATIONS


      •   Most special event funds are collected as undesignated

      •   Designations to a specific charity must be advertised in advance of collecting funds for special events

      •   If participants wish to designate to a different charity, they may fill out a pledge form for their designated charity –
          they do not need to sign the pledge form as a donor, but as Special Event

      •   Pledge forms are filled out with Special Event written in the name section of the pledge form

      •   Agency, office and phone number should also be filled out

      •   If there is a designation, fill in this information

      •   Fill in total gift

      •   Turn in the yellow copy to your Loaned Executive along with any cash/checks collected


                                    DISTRIBUTION OF PLEDGE CARD COPIES

      Top Copy (Copy #1 – White) – Payroll Office Copy
      Where appropriate, deliver to your payroll department as soon as possible.

               For those payroll offices that require a paper copy of pledges using payroll deductions, it is the Coordinator’s
               responsibility to send the “top copy” to their payroll office to ensure that deductions begin by January 1,
               2011. All top copies for gifts of cash or checks may be discarded.

      Middle Copy (Copy #2 – Yellow) – CFC Headquarters’ Copy
      Must be enclosed in your report envelope

               The Coordinator must submit the audit copies to their Loaned Executive whether the gift is by payroll
               deduction, cash or check. This is the audit trail copy that identifies designations and allows release of
               donors’ names and addresses to agencies. All middle copies must be put into a report envelop and
               turned in.

      Bottom Copy (Copy #3 – Pink) – Contributor’s Copy
      Should be given to the donor

               All contributions to the CFC are tax deductible. The contributor should retain the pink copy for his or her tax
               records.



                                                            Check List

                               Process pledge cards and distribute pledge card copies
                               Prepare report envelopes
                               Submit pledges to Loaned Executive, weekly
                               Keep a record of donors and distribute recognition gifts

                                    You’ve been great and CFC thanks you very much!
34.
APPENDIX
    2009 CAMPAIGN SUMMARY



     Last year CBACFC raised $6,391,038!

     This was a 2.93% increase over 2008

     Average gift was $311.83

     More than 3,000 charitable organizations to choose
      from

     83,837 Federal Employees

     160 Federal Agencies

     20,501 donors

     The participation rate was 24.5%

     90.5% of pledges given through payroll deduction

     Overhead was 7.7% (CFC national average is 10%)

     The 2010 goal is $6,500,000

     The 2010 campaign theme is “Together We Will
      Make a Difference




I
                                    CFC Organization Chart
The CFC is structured according to federal regulations. It is important to note that this structure is not so much
hierarchical as it is functional.




                                                                                                                     II
III
            BASIC CAMPAIGN CHALLENGES TO AVOID


1. Starting too late

2. No timetable to check against

3. Insufficient number of volunteer workers

4. Lack of a campaign plan

5. Lack of enthusiasm

6. Lack of campaign publicity

7. Goal setting not optimistic

8. Failure to take advantage of CFC materials

9. Insufficient promotion of giving at leadership levels

10. Lack of fun events and friendly competition

11. Reliance on “inbox” solicitation

12. Not enough emphasis on payroll deduction

13. Not enough emphasis on online giving (where appropriate).

14. Not making 100% employee personal contact

15. Lack of training for Keyworkers and volunteers

16. Defeatists attitude

17. Prolonged campaign

18. Inability to “ask”

19. Failure to say “Thank You”




                                                                IV
                                        Sample Agency Head Endorsement Letters
September 1, 2010

Dear Colleagues,

Would you like to know what it feels like to help a child learn, assist a homeless family in finding a home, help find a cure for a disease, or to
protect an endangered species? Then take a minute and learn more about our 2010 Chesapeake Bay Area Combined Federal Campaign
(CBACFC) and how, “Together We Will Make a Difference.”

For 49 years the Combined Federal Campaign (CFC) has been a resource for federal employees to make a charitable contribution in our
community, across the nation, and throughout the world. On XXX we will launch our campaign and over the next XX weeks (or months), you will
have the opportunity to learn more about the CFC.

The Campaign isn’t just about money. It’s about relationships – particularly the ones you have with charities and the people they serve. I
encourage you to take a few moments to explore the 2010 CFC Giving Guide. I feel confident that at least one of the more than 3,000 worthwhile
charities will speak to you personally. During this tough economic time, it is especially important for those who are able to give to lead by example
and help those in need.

By supporting the CFC, you’re helping make change possible. It’s easy and the CFC makes it even easier via payroll deduction. (For Agencies
offer online giving) This year I’m happy to announce that we now offer online pledging for donations using payroll deduction through a system
called Nexus / Employee Express. All you have to do is go to either http://www.cfcnexus.org/_chesapeake/ /
https://www.employeeexpress.gov, or to the CBACFC web site, www.cbacfc.org, and click on the link to pledge. You will find the process
quick and simple. And, of course, you can always use a paper pledge for gifts of cash or check.

Whether you give $1 or $2 a pay or decide you can do more, you make the choice that in your heart you know is best. Once you have done so,
please consider telling your colleagues how easy it is and why it’s so important to make sure our community, country, and planet stay strong and
vibrant.

I have selected Mr./Ms. XXXX to be our 2010 CFC Coordinator. He/she will be assembling a campaign team to assist him/her as he/she
distributes the Giving Guides and campaign materials. We are honored to have Mr./Ms. XXXX serving in this leadership capacity and I am
confident that our campaign will thrive with him/her at the helm.

If you have any questions, please feel free to contact Mr./Ms. XXXX, at XXX@XXX.gov/XXX-XXX-XXXX. Additionally, should you wish to contact
the CFC office, you can email Mary Cullen at mary.cullen@uwcm.org or call 410-895-1495.

Thank you for taking the time to support the CFC. No gift is too small, and whatever you give, gives hope.

Regards,



(Another Sample Endorsement from the Agency Head)

September 1, 2010

Dear :

The 2010 Chesapeake Bay Area Combined Federal Campaign (CBACFC) is the single largest effort among our employees to support health,
human services, environmental, cultural, and educational charitable programs. The goal of this year’s Campaign is to raise $ XX million. Very
soon, (AGENCY NAME) will Kick Off its workplace campaign. I would like to share with you why I personally believe the CFC is the best way to
care for our neighbors in need.

My experience has always shown that the more you give, the more you get in return. The Combined Federal Campaign (CFC) gets the most out
of your charitable donation, giving the community more in return by leveraging your gift to help thousands of people in need. It does this by
keeping fundraising costs low – much lower than most charities – so that the majority of your donation goes directly to providing services.

Contributing to the CFC means you are helping your friends, family and neighbors. Whether it’s helping to clean the air, providing services to
youth, lending support in a crisis, or providing care for a sick loved one, the charities of the CFC are hard at work in every community statewide.
This year, there are more than 3,000 charities listed in your CFC Giving Guide.

Keep in mind that you can spread your gift throughout the year with the convenient option of payroll deduction.

(For Agencies offering online giving) To make the process of donating to the CFC even easier, you now have the ability to make your pledge
online by going to CBACFC’s web site, www.cbacfc.org. This offers you a quick, convenient, and safe way to make a donation through payroll
deduction.

I hope you will join me in contributing to this year’s Campaign. There simply is no better way to help so many people in need. Remember, your
gift shows how, “Together We Will Make a Difference.”

Thank you,

V
                                    Sample Agency Head Endorsement Letter
September 1, 2010

Dear Colleagues,


The staff of (Agency) has done an incredible job in raising money for the Combined Federal Campaign to support the neediest
people in our community. Last year, we pledged $xxxxxx, (an all-time record). Our performance says something very special
about the men and women of (Agency), and their compassion for those who are unemployed, or suffering from abuse, neglect,
hunger, and lack of shelter.

We are asking for your full support again this year to help strengthen our communities and improve lives of those in need. Through
the CFC, improving lives means connecting people who lack food, shelter and clothing with resources to bring them out of crisis.
It’s giving young children a jump start on education and teenagers the help they need to graduate and attend college. It’s ensuring
that a safety net is there, in case of an unexpected crisis and making sure families feel safe from violence and abuse.

Please give us your full support this year. If you haven’t given before, experience for yourself how good you will feel by sharing
even a little of your bi-weekly pay. If you already are a contributor, consider how much even a small increase in your giving level
will do to help.

Sincerely,
                         Sample Letter from the Coordinator to Fellow Employees

We at (AGENCY) have been recognized as leaders, not followers, in our community. We have never been content with just
following along but have taken the initiative in setting the pace for others.

We have the opportunity to demonstrate our leadership in our community through the Combined Federal Campaign. By
contributing to our community through CFC, we’re contributing to a network of caring that consists of more than 3,000 programs
and services throughout the world. With the option of payroll deduction, we can give generously with ease.

It is my hope that each employee will share in this important effort. How much you choose to contribute is a personal decision,
based on your ability and desire. I encourage you to think about the difference the CFC makes, and hope you will join me in
leading the way toward a better community.

Sincerely,
2010 Campaign Coordinator

                                                Sample Thank You Letter
Dear (Donor),

I would like to take a moment to thank all of you who gave to this year’s Combined Federal Campaign. Because of you, we raised
($XXX) (made our goal) (exceeded our goal)!

Everyone should be commended for your generosity. Even in this time of economic uncertainty, you opened your hearts and your
pocketbooks to benefit those less fortunate. For some, it was a sacrifice that is deeply appreciated.

As you know, many public services are stretched to budget capacity. Yet, the need keeps growing. Around the state and the
country, nonprofits are trying their best to keep up with the increasing requests for help. Your contributions are making it possible
for charities to provide for the basic requirements of food, shelter, and safety as well as critical programs that support medical
research, education, the environment, and more.

I’m proud of the efforts everyone has made to make our Agency’s campaign such a success. Once again, thank you for choosing
to give through the Combined Federal Campaign. Your commitment is helping make our global community a better place to live.

Sincerely,
                                                        Sample Email
This year’s Combined Federal Campaign will Kick Off on (DATE). Our Employee Coordinator, (NAME), has added new and
exciting dimensions to this year’s campaign drive. The CFC has always had the full support and commitment of (AGENCY) and I
am looking forward to this year’s campaign with enthusiasm.

If you or I were to need services tomorrow, CFC supported charities would be there to help. Keep in mind that many of us have
used the services of a CFC agency, without ever knowing it!

During the week of (DATE), a co-worker will be asking you for a contribution. Please consider a payroll deduction gift which will
begin in January of next year. I hope I can count on your continued support.
                                                                                                                                    VI
      Fun ideas and suggestions to Kick Off a great
                 Chesapeake Bay Area
             Combined Federal Campaign




VII
1. 5K                                   23. Flower Sale
2. Auction                              24. Formal Wear/Fancy Dress Day
3. Bake Sale                            25. Halloween – Pumpkin Carving Contest
4. Basket Sale                          26. Ice Cream Social
5. Book Sale                            27. Karaoke Party
6. Bowling Tournament                   28. Luau
7. Cake Walk                            29. Lunch Box Auction
8. Candy, Balloon, Cookie, Cupcake or   30. Match the Baby Face/Pet Picture
   Flower Grams
                                        31. Office Golf Tournament or Putt-Putt
9. Candy Counting Contest                   Contest
10. Car Wash                            32. Office Task Challenge
11. Casual Day                          33. Pie Your Boss
12. Charity Fair                        34. Pop a Balloon
13. Children’s Drawing Contest          35. Scavenger Hunt
14. Chili Cook Off                      36. Sports Tournament
15. Coin War                            37. Staff Olympics/Field Day
16. Community Fair                      38. Talent or Fashion Show
17. Departmental Cook-off               39. Tricycle Races
18. “Dollar an Inch” Contest            40. Tug-a-War
19. Duct Tape Your Boss To The Wall     41. White Elephant Sale
20. Dunking Booth                       42. Wii Tournament
21. Employee Cookbook
22. Executive Auction

                                                                                  VIII
1. 5K
 Pick a location, date & time; establish cost to participate; advertise with emails and posters; Charm City Run (or other local
running clubs) can help with the timing and establishing of the event.

2. Auction
Auctions are among the most popular fund raising events. They have high entertainment value and are colorful, dramatic, and full
of suspense. Consider things that money can’t buy – the shaving of the manager’s beard or head, lunch with a manager, a hay
ride, a sailboat ride, belly dancing lessons, knitting lessons, a tour of the zoo after hours, a home cooked meal, etc. Whether it’s
live or silent - an auction will be a hit!




3. Bake Sale
Cakes, cookies, and treats oh my! Welcome to the bake sale bonanza. Get in line and purchase a tasty treat baked by employees.
Additional refreshments can be sold.

4. Basket Sale
Have departments compete for creating the best basket that will be sold I a silent auction or through the purchase of tickets.
Basket themes include sports, picnic, cooking, spa, golf, family fun, etc.

5. Book Sale
Advertise for employees to bring in used books. Hold a book sale in the cafeteria for a week and sell books for $.50-$5.00 per
book. Donate any remaining books to a local charity which participates in the CFC.

6. Bowling Tournament
Participants can get pledges for the number of pins knocked over.

7. Cake Walk
Co-workers donate cakes. Place 6 numbers on the floor in a circle, then sell $1 tickets to participate. Ticketholders must walk in
the circle until the music stops. Roll dice and whichever number the dice lands on, that person may choose a cake. Keep going
until all cakes are gone.

8. Candy, Balloon, Cookie, Cupcake, Compliment or Flower Grams
Pick one of the above and have employees purchase one for $1.00 or $2.00 each to send to each of their buddies. The item is
delivered to a friend who also gets a card with a special message like: “Thanks for all you do.” “I appreciate you!”, “Have a
“Sweet” Day”, etc.


9. Candy Counting Contest
Participants pay $1 to guess how many pieces of candy are in each jar. Winners take home the jar of candy and will be
announced at the end of the campaign or at the end of the Candy Counting special event.
         Candy ideas:
         Jelly Beans, M&M’s, Starburst, Bite Size Candy Bars, lollipops, life savers, gum balls, chocolates, Laffy Taffy, Smarties,
         Jolly Ranchers, Tootsie Rolls, Hershey Kisses.

10. Car Wash
Pick a location, date and time; enlist volunteers. Employees donate $5 to have their car washed by their “Boss” in business
clothing. Charge extra for special services like cleaning the interior. Charge for photos of the event.




11. Casual Day
Sell Casual Day Badges which employees can purchase to dress casual on certain days. Badges can be purchased for $5.00 a
day or $20 for 5 days. Define what is meant by “casual” to avoid confusion. Invite your employees to “Go Crazy” during casual
days! Have a Sports Team Day, Stupid Hat Day, Outrageous Shirt Day, etc.

12. Charity Fair
Speak with your Loaned Executive or CFC staff to coordinate a Charity Fair. Invite charities to set up tables at the event and offer
employees the opportunity to talk with charity representatives about the work their programs are doing.


VIV
13. Children’s Drawing Contest
This is a nice way to get kids involved. Give employees “official photographs” of one or two top executives to take home for their
children to draw. Or, children draw what certain words or phrases mean to them, e.g., “helping others,” “hope,” etc. Contest is
limited to children under 12 who are related to the employee. There is a $5 entry fee per child. Employees vote for their favorite
drawing by paying $1 per vote. Display winning pictures as part of a “permanent art collection”.

14. Chili Cook-Off
Get ready for some good chili with a great cause. Staff, who dare, enter their secret chili recipe into the Chili Cook Off. A panel of
“chili experts” selects the Official Chili Champion. It costs $2 to enter the event and taste each chili recipe. Sodas, chips and
crackers can be sold additionally.

15. Coin War
Got Change? Most people do. Why not enter it into a friendly competition that goes to charity. Each department has an empty
water jug. Employees drop in spare change. Quarters, dimes, and nickels are considered positive. Pennies and dollars count as
negative. Employees may “sabotage” another department’s jug with pennies and dollars that are subtracted from their totals. The
department with the most money in their jar wins.




16. Community Fairs
    •  Everyone loves a carnival
           o Charities set up information booths at your work site. Try a carnival theme with hot dogs, soda and popcorn.
                Employees try their luck at games like ring toss and the fishpond. Include entertainment and art displays from
                your picture contests. (see above “Children’s Drawing Contest”)
    •  Strong leadership sets the pace. Ask your leaders to send a memo or e-mail emphasizing the importance of learning
       about our community.
    •  Don’t leave without “passport”.
           o Each employee is given a “passport” that includes questions regarding the participating charities. Charity
                representatives provide employees with answers to the questions. Employees who have filled in answers to all
                of the questions in their passport enter them into a grand prize drawing.

17. Departmental Cook‐off
This takes a lot of planning. Each department would have a cook off on a different day. A theme, menu and pricing are
decided; advertise with emails & posters; at the end of the campaign, a winner is decided at the end based on judges’ taste testing
throughout.


18. “Dollar an Inch” Contest
Engage Executives in a competition for the shortest tie. Employees pay $1 to cut off an inch of their favorite executive’s tie. Make
                                                                                                                nd
sure you have a lot of ties available. You can get your ties by accepting donations or by making a trip to the 2 Hand Shop.

19. Duct Tape Your Boss to the Wall
Sell a yard of duct tape for a certain fee (e.g., $2) and have employees tape the boss to a wall or door. You can collect additional
contributions for guesses on how long the boss will stick to the wall once the stool they have been standing on is taken away.




20. Dunking Booth
Rent a dunking booth for a Kick Off, employee meeting, etc. Determine who is going to get in the dunking booth (management);
establish a cost for tossing the balls.




                                                                                                                                     X
21. Employee Cook Book
Collect recipes and helpful household hints into a customized cookbook. Print or copy and bind books.

22. Executive Auction
Get the Executive staff to donate half a day to CFC. Auction each executive off to the employees. The executive must take over
the employee’s job for half a day.

23. Flower Sale
Talk to a local greenhouse and have flowers donated or sold at cost. Decide when and where you'd like to have your event;
establish pricing to make a profit.

24. Formal Wear/Fancy Dress Day
Employees pay $5 to wear special clothes for the day.

25. Halloween - Pumpkin Carving Contest
Use a Halloween theme. Hold a pumpkin carving contest. Invite employees to enter carved pumpkins individually or by group.
Charge $5.00 to enter and $1.00 per vote. Award prizes to:
    •   Best traditional
    •   Most creative
    •   Best effort by a group
    •   Best effort by an individual




26. Ice Cream Social
Kick Off your fund raising campaign right with an ice cream social. Learn about where your money goes and how it benefits your
local community while enjoying cold refreshing ice cream. Charge $1 a bowl.

27. Karaoke Party
This has the potential of being a BIG fundraiser! Participants pay $2.00 to enter and are given a list of songs and a pledge sheet
in advance. Participants ask employees to support them by pledging an amount of money. At the event, have a big box of funny
hats, boas, and other costume items available for participants to use. Video tape the event and sell videos to those who would
like to save the memories. NOTE: A variation on this activity is “Executive Karaoke” where employees pay money for executive
to get up and sing the song of their choice.

28. Luau
Invite employees to a mini luau. They can buy pineapple upside-down cake, ham, and other goodies. Give prizes to employees
wearing the most outrageous Hawaiian attire.

29. Lunch Box Auction
Employees supply lunches to be auctioned off. Give prizes for the most creative or elegant lunches.

30. Match the Baby Face/Pet Picture
Employees bring photos of themselves as babies, or a photo of their pet, etc. Other employees buy ballots listing the photos by
number and guessing which baby/pet, belongs with whom. A prize goes to the employee who correctly identifies the most.




31. Office Golf Tournament or Putt-Putt Contest
Set up a miniature golf course within your own office, lobby, or work area. Charge each player to play and award a humorous
prize to the player with the lowest score (or the highest score – just don’t let people know the prize criteria until the end!)

32. Office Task Challenge
Set up an obstacle course in the lunchroom, several offices, several floors of offices, or outside. One station can be for typing a
couple paragraphs, another station for filing, and other for photocopying, etc. The contestants pay an entry fee and the winner
gets a prize.

33. Pie Your Boss
Grab the whipped cream, find your boss, and get ready to help the community! Staff pays $1 per pie to cream their favorite staff
member or boss.
XI
34. Pop a Balloon
Stuff a message inside a balloon announcing a prize or a thank you for your donation to CFC. Employees buy a balloon for $1.00
and have to pop it to find their message.

35. Scavenger Hunt
Decide on a theme and whether this will take place inside or outside. Employees are asked to take pictures of the items that they
must find. Find unusual items from around the neighborhood or office building. You can “plant” items with selected employees for
others so “discover.” Organize teams of four and charge teams a fee to participate. If each team includes members with different
job titles, automatically award them 10 bonus points. Teams have one hour to accumulate as many points as possible. The entire
team must be present at the end of one hour. If a team arrives late, assess a penalty of 2 points per minute. The team with the
most points wins a prize.

36. Sports Tournament
Have an organized tournament with employee teams, (e.g., flag football, basketball, baseball, croquet, etc.). Charge admission to
the game. Give away prizes at halftime. Get a local radio station to emcee.




37. Staff Olympics/Field Day
Staff members unite and participate in fun games. Participants donate a $5.00 fee to enter. Employees can “guess,” for a fee, on
the person or team that will win. The people who are correct receive prizes. Refreshments can be sold. Employees can serve as
cheer leaders. Staff not participating in the events can work the concession stand.
         Sample Staff Olympic Games:
             •    Hoola hoop around the cones
             •    3-legged race
             •    Wheel barrow race
             •    Sink a foul shot
             •    Carry an egg on a spoon
             •    Water balloon over and under
             •    Football through the hoop
             •    Chair Race (contestants sit on a chair and scoot to the finish line)

38. Talent or Fashion Show
Establish date, time & cost for attending event; recruit talent through e-mail and posters, advertise the event and either charge $5
for entry to watch or make it a free awareness raising CFC event.

39. Tricycle Races
The first one to the finish line wins a prize for the department (e.g., pizza party, etc.) (Tricycles can be brought from home or
burrowed from on-site daycare.)

40. Tug-a-War
Have employees against executive staff or interdepartmental competition. Each team pays a fee to enter.




41. White Elephant Sale
Employees donate items to be sold in the parking lot or cafeteria.

42. Wii Tournament
Establish the date, time, and cost to participate. Run the event in a bracket competition style.




                                                                                                                                    XII
           Campaign Acronyms, Frequently Used Terms, and Definitions


                        Combined Federal Campaign:

  CFC               {   The charitable fundraising program established by President Kennedy and
                        administered by the Director of the Office of Personnel Management (OPM).
                        The CFC is the only authorized workplace charitable solicitation of federal
                        employees.




  Coordinator       {   Coordinator:
                        A federal employee assigned to coordinate CFC activities within their agency or
                        department.



  Charity Listing   {   Charity Listing:
                        Giving Guide’s listing of approved local, national, and international charities
                        that federal employees use to help designate their pledges.
                        Federation:

  Federation        {   A group of voluntary charitable human health and welfare organizations
                        established for supplying common fundraising, administrative, and
                        management services to its member agencies.

  Independent
  Organization      {   Independent Organization:
                        A voluntary charitable human health and welfare organization not affiliated
                        with a federation (Unaffiliated Organization).

                        Keyworker:

  Keyworker         {   An individual recruited by a campaign coordinator to help contact other
                        employees in an agency or department for participating in the CFC. Ideally,
                        one Keyworker is assigned for every 10-20 personnel.

                        Loaned Executives:

  LE                {   Full-time, federal employees are loaned (when available) for four months to
                        assist with all aspects of the campaign.

                        Local Federal Coordinating Committee:

  LFCC              {   The group of federal officials who are designated to conduct the campaign.
                        Various Federal Agencies have a member on our LFCC.

                        Office of Personnel Management:

  OPM               {    Federal government organization that oversees the conduct of the CFC.
                         It publishes congressionally approved regulations that establish the policies
                         and procedures common to all CFCs.


  OCFCO
                    {   Office of CFC Operations:
                        Division of OPM dedicated to overseeing CFCs.

                        Principal Combined Fund Organization:
  PCFO
                    {   Contractor which manages the campaign. The PCFO is the group selected
                        annually by the LFCC to administer the campaign. In the Chesapeake Bay
                        Area, as in most communities, United Way is the PCFO.

XIII
             Civilian (26 Pay Periods)
Cents per Hour    Dollars per Pay    Dollars per Year
    0.0125             $1.00              $26.00
    0.0250             $2.00              $52.00
    0.0375             $3.00              $78.00
   0.0500              $4.00             $104.00
   0.0625              $5.00             $130.00
   0.12500            $10.00             $260.00
    0.2500            $20.00             $520.00
   0.4809             $38.47             $1000.22


             Military (12 Pay Periods)

Cents per Hour    Dollars per Pay    Dollars per Year
    0.0063             $1.00              $12.00
    0.0125             $2.00              $24.00
    0.0250            $4.00               $48.00
    0.0375            $6.00               $72.00
    0.0521            $9.00              $108.00
    0.2605            $42.00             $504.00
    .5300             $84.00             $1008.60




                                                        XIV
                     Chesapeake Bay Area Combined Federal Campaign
                                   Keyworker Guide


           WELCOME TO THE TEAM!                               For 49 years, the CFC has offered:

Thank you for joining the Combined Federal Campaign           Choice – You get to direct your pledge to the
(CFC) team! As a CFC Keyworker, you are part of a             organizations that are closest to your interests. This
group that is hundreds strong who are working to help         year, more than 3000 are listed in your Giving Guide.
improve our communities. It takes people like you who
go above and beyond the call of duty to make this             Convenience – Workplace giving has advantages.
campaign successful. Through your eyes, your fellow           Through payroll deduction you can give more, while only
employees will see the value of the many charities that       having a small amount deducted from each paycheck.
CFC supports, and the people who are helped.                  Cash and checks are also accepted. Online giving is
                                                              available to many agencies (check with your coordinator
                 Your Time is valuable!                       or LE) – a safe and quick way to find a charity and donate.
We want you to know how much we appreciate your
time and hard work. To make your job easier, we’ve            Confidence – Each charity is screened by your federal
created this guide that provides information that will help   peers. Requirements of each charity include: a Health
ensure a successful and fun campaign with breakthrough        and Human Service impact statement, IRS determination
results!                                                      letter, tax form 990, and certified audits where
                                                              appropriate.
WHAT IS THE COMBINED FEDERAL CAMPAIGN?                        You don’t have to go far to find people in need –
                                                              many of your family members, friends and neighbors will
                                                              at some point benefit from the services of charities
The mission of the Combined Federal Campaign is to            participating in the CFC. Whether it’s advances in
support and promote philanthropy through a voluntary          medicine provided by research, support for our aging
program that is employee-focused, cost-efficient and          parents, disaster assistance or the opportunity for a child
effective in providing all Federal Employees the              to participate in after school programs – we all have
opportunity to improve the quality of life for all.           something to gain by supporting the campaign.
The CFC is the only authorized solicitation of Federal                         2009 CAMPAIGN SUMMARY
employees in their workplace on behalf of approved
charitable organizations. The CFC began in the early                  Last year CBACFC raised $6,391,038!
1960’s to coordinate the fundraising effort of various                This was a 2.93% increase over 2008
charitable organizations so that the Federal donor would
only be solicited once, annually, in the workplace and                Average gift was $311.83
have the opportunity to make charitable contributions
                                                                      More than 3,000 charitable organizations to choose from
through payroll deduction.
                                                                      83,837 Federal Employees
Federal employees continue to make the CFC the largest
and most successful workplace philanthropic fundraiser in             160 Federal Agencies
the world.                                                            20,501 donors
The CFC belongs to you – the Federal employee. It                     The participation rate was 24.5%
doesn’t belong to the Federal Government, the United
Way, or to the charitable organizations that benefit from             90.5% of pledges given through payroll deduction
it.
                                                                      Overhead was 7.7% (CFC national average is 10%)
CFC provides employees with an opportunity to                         The 2010 goal is $6,500,000
make a difference in the lives of those in need – to
help sustain community, state, national and international             The 2010 campaign theme is “Together We Will Make
health, educational, environmental and human services.                 a Difference


XV
        ROLE OF THE KEYWORKER                                              Six Steps to Success
                                                           1. MAKE PERSONAL CONTACT – GOAL IS
The Keyworker’s chief objective is to ensure quality
                                                              100% “ASK”
contact that enables each employee to make an
                                                              Be bold and positive! The most effective way of
informed decision when asked to contribute. The
                                                              encouraging co-workers to donate is by approaching
Keyworker is responsible for the campaign within a
                                                              them in person. The personal approach shows that
particular section, division, or unit of the department
                                                              you believe the campaign is worth your time and
or agency and works closely with the Coordinator.
                                                              theirs, and is more effective than leaving a pledge card
You are the spark that keeps the campaign going
                                                              on a desk without speaking to the prospective donor.
strong. Your responsibility is to make the one-on-one
ask of your peers, to tell the CFC story and solicit           Surveys show that the number one reason
contributions for the campaign.                                people do not make a contribution is because
                                                               they were never personally asked! To start, first
             KEY RESPONSIBILITIES                              ask the people you know best.
                                                           2. ENCOURAGE PAYROLL DEDUCTION.
•   Attend Keyworker training
                                                              Payroll deduction is easy and convenient because it is
•   Attend Kick Off and or special events                     paid throughout the year. The donor can give more
                                                              by having a small amount deducted each pay period.
•   Attend all key meetings
                                                              Set the example: Contribute yourself. You will find
•   Select and coordinate sites for one-on-one and/or         it easier to encourage others to donate after making
    group solicitation meetings                               your pledge.
•   Distribute Giving Guide and campaign materials to      3. KNOW YOUR FACTS.
    each employee                                             Make sure you are an educational resource by
•   Encourage payroll deduction and, where                    knowing everything you can before beginning the
    appropriate, online pledging                              solicitation. Review the 2010 Giving Guide, the
                                                              pledge card, and if appropriate, steps to online giving.
•   Help donors complete pledge cards and/or access           Familiarize yourself with the services CFC charities
    online pledging                                           provide. The more you know about CFC and its
                                                              charities, the easier your job will be. Answer
•   Collect pledge forms and cash/checks from donors
                                                              questions. Respond to objections by reviewing
•   Thank donors and present recognition gifts:               “Donor Considerations.” Consider objections as an
                                                              opportunity to talk more about the campaign and
        a. Bronze Level - $100-$999 Water Bottle
                                                              what it offers. For additional information, contact
        b. Silver Level - $1,000-$1,999 Umbrella
                                                              your Campaign Coordinator or your Loaned
        c. Gold Level - $2,000 or more Umbrella
                                                              Executive.
           and a Coin
                                                           4. PRESENT REASONS FOR GIVING
               GETTING STARTED                                Tell a personal story. People will respond when you
                                                              communicate a meaningful message. Focus on CFC
Many people have difficulty getting started with              recipient success stories. Testify to the need and how
solicitation because they are uncomfortable asking for        donations are being used. Stress the rewards and the
donations. This is natural. Remember: you are not             positive power of giving.
asking for donations for yourself, but for a cause which   5. RETRIEVE PLEDGE FORMS AND SAY
benefits others every day. CFC charities work year            THANK YOU.
round providing needed solutions to the problems of           It is important to have a response from every
homelessness, substance abuse, crime, hunger, the             potential contributor, regardless of whether or not
environment, education and health issues at the local,        they contribute. Remember to thank everyone you
state, national, and international levels.                    solicit. Everyone’s time and/or gifts are truly
When you ask a fellow employee to make a pledge,              appreciated and a pleasant “thank you!” is an
both of you are helping to make our world a better            important part of your efforts.
place for everyone to live and work.                       6. ENCOURAGE ONLINE GIVING. (If it’s available
                                                              at your agency.)

                                                                                                                   XVI
               MAKING YOUR CASE                                       • 30 percent of Maryland’s children are not fully ready for
                                                                        kindergarten.
By asking your colleagues to give, you are offering                   • 40 percent of children in Virginia have elevated blood lead
them an OPPORTUNITY….                                                   levels.
            Here are 10 Reasons Why People Give                       • About ½ of all homeless women and children are
                                                                        fleeing domestic violence.
1.     Someone I know asked me to give, and I wanted to
       help them                                                      • One in three adults has some form of cardiovascular
2.     I felt emotionally moved by someone's story                      disease (CVD).
3.     I want to feel I'm not powerless in the face of need
       and can help (this is especially true during disasters)        • In Maryland, more than 31,000 cases of child abuse and
                                                                        neglect are reported each year; in Virginia there are 46,500
4.     I want to feel I'm changing someone's life                       reported cases.
5.     I feel a sense of closeness to a community or group
                                                                      • It is estimated that approximately 3.7 million animals
6.     I need a tax deduction
                                                                        were euthanized in the nation’s shelters in 2008.
7.     I was raised to give to charity - it's tradition in my
       family                                                         • On 41,922 occasions, people were refused shelter in
8.     It makes me feel connected to other people and builds            Maryland because of lack of space or funds.
       my social network
                                                                      • Despite a 6% improvement in health since 2008, the
9.     I feel fortunate and want to give something back to
       others                                                           Chesapeake Bay continues to have poor water quality,
                                                                        degraded habitats and low populations of many fish
10. I want to be seen as a leader/role model                            and shellfish species.

                                                                  Every Dollar Makes a Difference!
                USEFUL INFORMATION                                   $1 a week provides . . .
                                                                     • 200 pounds of food – enough for 168 meals for the hungry
                                                                     • 12 elementary school students with trained volunteer
“Did You Know….?”                                                        tutors to help with reading and math
• At some point in their lives, 1 in 3 women is at high risk of
                                                                     • A tree for an inner-city neighborhood
  getting cancer; for men, 1 in 2 is at high risk.
                                                                     • One acre of unprotected tropical rainforest which assures
• In 2009, there were 42 million people who were forcibly                protection of the natural areas vital to our climate and
  uprooted by conflict and persecution, worldwide.                       diverse species
                                                                     • One hour of expert training for a citizen's group
• Veterans aged 20 through 24, who have served during the                interested in preserving natural areas in their communities
  war on terror, had the highest suicide rate among all                                    . . .that’s $52 a year.
  veterans - estimated between two and four times higher             $5 a week provides . . .
  than civilians the same age.                                       • Two months of meals for a homebound person
                                                                     • Five wigs for children with cancer undergoing
• One in 4 women in the United States has endured                        chemotherapy
  violence from an intimate partner.                                 • After school care (food, health, recreation, and homework
                                                                         help) for a child for an entire year
• Virginia had an estimated 1,166 homeless families on a             • Clothing, shoes and a winter coat for an individual who has
  single night in 2008, with providers serving nearly 3 times            lost everything in a home fire
  their bed capacity over the course of the year.
                                                                     • Temporary shelter for a family of four for three nights
• Almost 11 million Americans are caring for a person with               following a disaster, or shelter for 10 people for one night
  Alzheimer’s disease or another dementia.                                                . . . that’s $260 a year.
                                                                     $10 a week provides . . .
• Maryland has the highest median household income of any            • One ton – 2,000 pounds – of food that translates to 1,612
  state in the nation--$70,545. But 1 in 12 people in                    meals for the hungry
  Maryland live in poverty, more than the entire population          • Baby formula for 52 low-income families
  of the Eastern Shore!                                              • One month of preschool for a child at risk of falling
                                                                         through the cracks
• In order to afford rent of a two-bedroom apartment at a            • A lightweight wheelchair for a person who is physically
  monthly fair market rent of $1,044, individuals earning                challenged
  minimum wage must work 3.3 full-time jobs.                         • Five people being treated for mental illness the opportunity
                                                                         to attend recovery classes that provide education, peer
• One in 11 households faces a constant struggle against                 support, and healing strategies
  hunger.                                                                                    . . . that’s $520 a year.
     XVII
                                                              criteria stipulated in the OPM regulations; e.g., ensuring
                                                              they are a nonprofit, audited annually, etc. The CBACFC
             Donor Considerations                             is audited annually by an independent auditor to ensure
              Ways You Can Respond                            that all designations have been honored.”

1. I can’t afford to give to CFC.                             9. People need to get a job rather than handouts.
“If things are hard for us, think how hard it must be for     “In many cases, a life-altering event can occur that
people who are less fortunate. For others, it may be an       drastically changes the lives of individuals and families.
issue of not knowing where their next meal is coming          Sometimes it can be something as simple as losing day
from or how to pay the fuel bills this winter.”               care for a child during work hours or not having a reliable
                                                              car so they can get to work. As you know, finding a job
2. I already gave through CFC.                                can be difficult. CFC has charities that are set up to help
“That’s wonderful! I know that your charity will really       people get back into the workforce.”
appreciate your gift. Thank you!”
                                                              10. If I give, who will see my personal information?
3. I prefer to give directly to my favorite charity.          “You have the option of being an anonymous donor or
“It’s important to support the things we care about. You      being acknowledged by the recipient of your donation(s).
can still give to your favorite charity through CFC.          If you want acknowledgement from the charities you
Making a contribution through payroll deductions allows       designate, just fill in the appropriate address information
you to spread your payments out over time. By giving          on your pledge card under “Recognition Options.” If you
through CFC, your charity receives a check, quarterly.        don’t fill in this information, your gift will remain
This is income they can count on throughout the year          anonymous. Under any circumstances, your personal
and because CFC consolidates all of their pledges, it saves   information is never shared with any third parties!”
on bookkeeping costs. Additionally, if you pledge
through CFC, your charity receives a portion of the           11. I can’t give enough to make a difference.
undesignated funds.”                                          “Every dollar helps. A small donation goes a long way
                                                              especially when it is united with thousands of other gifts
4. My taxes already support the poor, so why                  to make an impact. You don’t need to give me money
     should I give to the CFC?                                right now. You can donate using a payroll deduction and
“With so many people in need, government cannot do it         spread your payments out over the year. A dollar or
alone. Contributions to charities participating in the CFC    two a pay can go a long way.”
help fill the gaps. Without the help of CFC supported
programs, many more people would need public                  12. Why should I care what happens in the city? I
assistance, which could actually drive up your taxes.”            live in another county.
                                                              “Everyone needs help at one time or another. And you
5. I give at church.                                          can probably find a charity that works right there in your
“Giving at church is one way to support something you         community. This year there are more than 3000 charities
really care about. The CFC contains church/faith-based        you can choose from. If you look on the CFC Web site,
charities that open up other avenues of giving.”              wwwcbacfc.org, you can search for a charity that offers
                                                              services close to home.”
6. How do I know my contributions are being
    sent where I want them to go?                             13. No one ever gave anything to me.
“The CFC has a system of checks and balances to make          “There are charities out there that are working for you
sure that your designations are being honored, including      every day and you may not even know it. And if you ever
an annual CFC audit. You may also choose to release           do need help, there are many that are ready to provide
your name and address to your designated charities.           you with assistance.”
Charities are encouraged to acknowledge your donation.
You can also contact them and they can tell you if they       14. I gave last year and no one thanked me.
received your donation.                                       “We are sorry to hear that. We thank you in advance. If
                                                              you would like, we have an incentive to show our
7. I need help myself.                                        appreciation. And, this year I’ll make sure you get the
“As do many of us at one time or another. There is likely     thanks you deserve.”
a charity in the Giving Guide that may be able to furnish
the kind of support you’re looking for.”                      15. I don’t want any money taken out of my
                                                                  paycheck.
8. Is the money well spent?                                   “You can give a one-time donation. Or you can consider
“In order to be eligible to participate, your federal peers   attending one of our special events to support the
review charity applications for compliance with the           campaign.”
                                                                                                                    XVIII
16. CFC is really a United Way Campaign.                       10. Make certain checks are made payable to “Combined
“CFC regulations require that every local campaign be              Federal Campaign” or “CFC.” All cash or check
managed by a nonprofit agency, under an annual contract.           contributions must include a pledge card.
United Way of Central Maryland submitted a proposal
and was selected as the Principal Combined Fund                11. Separate pledge cards into groups: cash/checks and
Organization (PCFO). United Way is not paid a fee to               payroll deductions.
run a campaign, but receives reimbursement for approved
                                                               12. Record the donation totals on the front of the
CFC expenditures by the Local Federal Coordinating
                                                                   Keyworker Report Envelope which you will get from
Committee (LFCC). United Way applies independently
                                                                   your coordinator.
to participate as a charity in the CFC and be eligible to
receive donations and only receives the funds designated       13. Total the amount and number of donors for cash,
to them.”                                                          check, and payroll deduction, separately.
17. What is the administrative cost of the CFC?                14. If a confidential contribution is received, it should not
“Last year our overhead, which includes administration             be recorded with any of the reported totals.
and fundraising expenses, was 7.7%. This is small                  Confidential envelopes should remain sealed until
compared to other non-profits. This means that every               processed by the CFC staff. Simply indicate the
pledge dollar goes a longer way to helping others.”                number of confidential donations.
18. If I give, what gift can I receive?                        15. Total cash and checks and put into one report
“This year we are giving the following gifts for certain           envelope; total pledges for payroll deductions and put
levels of giving:                                                  in another. Limit 50 pledges per envelope.
  Bronze Level Gift - $100 - $999 - Water Bottle
  Silver Level Gift - $1,000 - $1,999 – Umbrella              16. Make a copy of the envelope front for your records.
  Gold Level Gift - $2,000 or more – Umbrella and
     Coin                                                      17. Make certain donor information is safeguarded.
                                                                   Keep checks/cash in safe place until you give it to
          HOW TO PROCESS PAPER                                     your coordinator.
             PLEDGE CARDS
                                                                        PROCESSING SPECIAL EVENT
1. Collect pledge forms and cash/checks from donor                            DONATIONS

2. Hand in pledges each week rather than hold them
   until the end of the campaign                               •   Most special event funds are collected as
                                                                   undesignated
3. Make certain the pledge card for payroll deduction
   includes a signature and social security number.            •   Designations to a specific charity must be advertised
   Donors giving by cash or check do not need to                   in advance of collecting funds for special events
   provide either
                                                               •   If participants wish to designate to a different charity,
4. Retirees and contractors can give by cash or check              they may fill out a pledge form for their designated
   only                                                            charity – they do not need to sign the pledge form as
                                                                   a donor, but as Special Event
5. Make sure there are no “scratch outs”
                                                               •   Pledge forms are filled out with Special Event written
6. If a donor wants to give to more than five agencies,            in the name section of the pledge form
   have them fill out 2 (three if more than 10 agencies)
   additional pledge forms indicating their designations,      •   Agency, office and phone number should also be filled
   and clip together                                               out

7. Give the pink copy to the donor that can be used for        •   If there is a designation, fill in this information
   tax purposes and forward the white and yellow
   copies to your coordinator                                  •   Fill in total gift

8. Verify pledge card accuracy (math, legibility, signature,   •   Turn in the white and yellow copies to your
   etc.)                                                           Coordinator along with any cash/checks collected

9. Check to see that total gift amount equals the total
   deductions
    XIX
               ONLINE GIVING                                       FINAL CHECKLIST


A number of agencies are offering online pledging using   Attend Keyworker Orientation /
one of two options: Employee Express or Nexus. Check         Training
with your coordinator to see if your agency is
participating and which option is being used.
                                                          Educate yourself. Get familiar with all
Employee Express (EEX) –Available to agencies                the campaign materials
currently using EEX for Human Resources support, and
approved by the Office of Personnel Management (OPM).
                                                          Develop your presentation to
CFCNexus –CFCNexus is available to any agency                employees
wishing to participate in online pledging.
You can pledge online by going to www.cbacfc.org and      Make your own pledge
clicking on the appropriate pledge button, or going to:
https://www.employeeexpress.gov, or
http://www.cfcnexus.org/_chesapeake/                      Wear a CFC pin
                                                          Display posters to advertise the
  TOP TEN REASONS TO USE ONLINE GIVING
                                                             campaign

1) EASY - Simple and quick to use                         Make contact with all employees either
2) ACCESSIBLE - Can pledge nearly anywhere
                                                             one-on-one or at a group meeting and
                                                             give everyone campaign material
3) INTUITIVE - Very interactive

4) ACCURATE - No math errors, verifies 5 digit code       Offer incentives to encourage
5) LEGIBLE - No deciphering penmanship
                                                             participation

6) SEARCHABLE DATABASE - Find charity preferences
   quickly and easily                                     Collect and verify all pledge cards
7) COST SAVINGS TO CAMPAIGN – Eliminates data
   entry, reduces number of printed guides                Keep an accurate spreadsheet with
                                                             total pledge dollars and number of
8) AVERAGE GIFT IS INCREASED
                                                             donors
9) CAMPAIGN PROGRESS TRACKING - Up to date
   Reporting
                                                          Provide a weekly report to coordinator
10) MAKES YOUR JOB AS A KEYWORKER EASIER

                                                          Say “Thank You” whether or not an
                                                             employee makes a pledge.



                                                                                                  XX
                                                         (Except for NSA)
                                               (Use a Ballpoint Pen and print legibly)
Personal Information – List your name, Federal Agency that you work for, work address, work phone and social security or employee
identification number.

Payroll Giving – If donating by payroll deduction, decide how much you want deducted each pay and multiply by 12 (military) or 26
(civilian) and enter the total annual gift.

Sign and date the bottom portion of the pledge card to authorize payroll deduction.

(All payroll deductions previously authorized in the Fall 2009 campaign will automatically terminated the last pay period in December 2010.
Payroll deductions authorized in the Fall 2010 campaign will begin the first pay period in January 2011 and will automatically terminate with
the last pay period in 2011.)

Cash or Check – If donating by cash or check, list your total gift, and the date of your donation. If donating by check, enter the check
number.

Designate the agency or agencies of your choice by listing the five-digit code for each charitable organization, and the total annual give
for each. All designations must add up to the total annual gift. If you do not wish to designate, your contribution will be distributed
proportionately to agencies that have received designations in the 2010 campaign.

Release of name, home and/or email address and pledge amount – Indicate whether or not you want to have your address and/or
pledge amount released to the charitable groups to which you designated. Checking the “yes” box to release any of this information also
provides permission to release your name to those organizations as well.

A donor recognition gift will be provided to you by checking the box indicating you would like to receive the gift applicable to your giving
level. Giving levels, as well as images of these gifts can be found on the CBACFC website, at www.cbacfc.org.

Separate Copies – Please keep the pink (last) copy of the pledge card for your records and tax purposes. Submit the white and yellow
copies to the Keyworker. They will ensure delivery to your payroll office.
XXI
                      Giving Process for EEX Donors
•   Secure link directly to your payroll office
•   CFC-EEX pledging is open from September 1 through December 15




                                  Thank You For Making a Difference!
                                                                       XXII
        Giving Process for CFC Nexus Donors




               Thank You for Making a Difference!

XXIII
As a new federal employee, you are now a member of one of the most generous workforces in
the world. Every year federal employees worldwide donate millions of dollars through the
Combined Federal Campaign. Through the CBACFC, you and your colleagues are able to
donate to thousands of local, national, and international charities.




What is the Combined Federal Campaign?

Glad you asked! The Combined Federal Campaign (CFC) is the only authorized
workplace giving campaign for federal employees. Established by Executive
Order in 1961, it continues to be the largest and most successful workplace
fundraising model in the world. There are currently more than 200 local CFCs.
The Chesapeake Bay Area CFC (CBACFC) is the local campaign for federal
employees whose assigned duty station is in Central Maryland and the Eastern
Shores of Maryland and Virginia. The CBACFC is the third largest CFC in the
world, with donations of more than $6 million annually.

How does it work?

                   The CFC is held every fall from September 1 through December 15. During
                   that period, you can expect a friendly CFC coordinator from your agency to
                   contact you, and provide you with the opportunity to participate. You can fill
                   out a pledge form either electronically or using a paper pledge. You can
                   give a one-time donation or request a payroll deduction pledge. A payroll
                   deduction pledge means that you choose to have a certain amount of money
deducted from your paycheck for the next year beginning in the first pay period in January of
the following year. You can designate on the pledge form any particular charities you wish to
receive your pledge. Also, the CBACFC is a great resource to find services and volunteer
opportunities at local charities.




                                                                                             XXIV
How do I pick a charity?

Your coordinator will give you a copy of our Giving Guide. You can also check out the charities
at our website, www.cbacfc.org. There are over 3,000 charities in our Giving Guide.

How does a charity get listed in the Giving Guide?

Charities must apply to the campaign every year. A committee of federal
employees reviews each application to ensure it adheres to the regulations set
forth by the Office of Personnel Management (OPM). Every charity in our Giving
Guide has been verified as a nonprofit recognized by the Internal Revenue
Service and meets the strict requirements set forth in the CFC regulations.

So why should I give through the CBACFC?

There are three very good reasons to give through the CBACFC.
• Choice. Your donation goes directly to the causes that mean the most to you. Help the
  environment, find cures for disease, aid victims of disaster and more.

• Confidence. We keep administrative costs low. That means more dollars go directly to
  your causes. You can trust that every dollar you give is accounted for and used wisely. In
  addition, an annual campaign audit is performed ensuring your designated dollars are
  distributed properly

• Convenience. Give through payroll deduction and watch your dollars make a difference.




How can I get more information about
the Chesapeake Bay Area Combined Federal Campaign?

For more information, please visit our website, www.cbacfc.org. There you will find the latest
news and information. You can also learn how to volunteer with the CBACFC as a keyworker,
coordinator, or Loaned Executive! And you are always welcome to call our office at 410-895-
1495. We would be happy to answer any questions you have.

Thank you for letting us share a little bit about the Chesapeake Bay Area Combined Federal Campaign!




      XXV
“Charitable Charlie”
                       XXVI
                                    Meet CBACFC’s
                                     New Mascot!
                           “Charitable Charlie”

We would like to extend a warm welcome to Charitable Charlie, the new mascot for the CBACFC.
Charlie is here to add some fun and new activities to your campaign.

Charlie is based on a figure that some of you may be familiar with - Flat Stanley. Flat Stanley was used
in many schools by children who would take the doll and photograph it with a variety of people in different
settings and locations.

Charlie can be used in the same way. Think about using our mascot for contests and campaign
challenges. Some possibilities include:
   • Photo contest of the most imaginative place Charitable Charlie has “visited”
   • Photo of Charlie with “Important People” such as an agency head
   • If a goal is reached, someone from upper management agrees to dress up like Charlie

“Charlie in Action” – CBACFC will have a contest for the most imaginative use of Charlie. To be eligible,
send your photos of “Charlie in Action” to Mary Cullen at mary.cullen@uwcm.org. Your photos will be
posted on our web site and the winner will be announced at the end of the campaign. More details will
follow, so stay tuned!

Remember - the only limitations to the roles Charitable Charlie can play is your imagination!


Charitable Charlie can be down-loaded from the CBACFC web site www.cbacfc.org. Go to the link, “For
Coordinators and Keyworkers” and click on graphics. You can download the picture and print it on 8½”
X11” or 8½ “X14” paper. There is also a 4 foot version of Charitable Charlie that agencies can request
and use for a limited time on a first come first serve basis.

To request the use of “Big Charitable Charlie” contact Mary Cullen at mary.cullen@uwcm.org.




XXVII
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                 Chesapeake Bay Area Combined Federal Campaign
                        100 South Charles Street, 5th Floor
                                  P.O. Box 1576
                            Baltimore, MD 21203-1576



                                     Contact
                                   Mary Cullen
                                  410-895-1495
                              mary.cullen@uwcm.org




For campaign materials, including graphics, sample letters, posters, and additional
 ideas to make your campaign a success, ask your Loaned Executive or visit the
                    Chesapeake Bay Area CFC Web site at
                                www.cbacfc.org

                 Click on “For Coordinators and Keyworkers”

				
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