CFC Manager Training
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- Allyson Rich
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1 CFC Manager Training
2 What is the Combined Federal Campaign? Your annual workplace fundraising drive. For postal, military, and civilian federal employees. An easy, fun and effective way to support the causes important to you. Runs between Sept. 1 Dec. 15 You pick campaign dates within this window
3 The Power of the CFC In 53 years, federal employees have Given 7+ Billion dollars Changed countless lives the CFC works! 3
4 Intermountain CFC -2 nd largest geographic CFC -Top 20 Campaign for $$ raised -55,000 federal employees -Award-winning
5 CFC Structure Supervisory Role: Local Federal Coordinating Committee (LFCC) You (CFC Managers & Keyworkers) CFC Charities Federal Employees Administrative Role: Principal Combined Fund Organization (PCFO)
6 What is my role as a CFC Manager? Prepare Influence! Report & Process Say Thanks!
7 PREPARE 7
8 Prepare: Know about Give Anywhere 8
9 Prepare: Get Your Act (team) Together! CFC team size depends on organization size o Goal: One CFC Volunteer per 25 employees Share knowledge from training Brainstorm ideas to make CFC fun and effective o For ideas, visit: eam/campaignmanagers.aspx 9
10 Prepare: Know How to Pledge Giving methods: o Paper pledge: Cash or check Payroll giving o egiving: Payroll Giving CFC Nexus Employee Express mypay o egiving: Credit or Debit Card CFC Nexus only 10
11 Paper Pledge Form One-time (cash/check) or Payroll Deduction 11
12 egiving: CFC Nexus Online demo 12
13 egiving: CFC Nexus Register (New CFC Nexus Donors Only) Start at and click on CFC Nexus 13
14 egiving: CFC Nexus Register (cont.) 14
15 egiving: CFC Nexus Register (cont.) Note: Returning users will be prompted to update their profile, similar to the registration process 15
16 egiving: CFC Nexus Pledge 16
17 egiving: CFC Nexus Credit Card 17
18 egiving: CFC Nexus Payroll 18
19 egiving: CFC Nexus Personal Info 19
20 egiving: CFC Nexus Release Options 20
21 egiving: CFC Nexus Find Charities 21
22 egiving: CFC Nexus Find Charities 22
23 23
24 egiving: CFC Nexus Designate funds 24
25 egiving: CFC Nexus Optional survey 25
26 egiving: CFC Nexus Sign & Submit 26
27 egiving: Employee Express Online demo 27
28 egiving: Employee Express Sign in 28
29 egiving: Employee Express Review current contribution from last campaign (if applicable) 29
30 egiving: Employee Express Search Charities by code, name or category 30
31 egiving: Employee Express Composite Search 31
32 egiving: Employee Express Search Charities Save and pledge, or Keep adding charities 32
33 egiving: Employee Express Designate $ Add amount per pay period, and how much each charity should receive 33
34 egiving: Employee Express Personal Info 34
35 egiving: Employee Express Recognition (coin) 35
36 egiving: Employee Express Review/Submit 36
37 MYPAY PLEDGE INSTRUCTIONS. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
38 MYPAY PLEDGE INSTRUCTIONS. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
39 MYPAY PLEDGE INSTRUCTIONS Military Only! (Civilians, you will not see this screen. Skip to slide 5) Enter 0870.
40 MYPAY PLEDGE INSTRUCTIONS. Military Only! (Civilians, you will not see this screen. Skip to slide 5) CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
41 MYPAY PLEDGE INSTRUCTIONS. You can add whatever amount you would like. This screen shows the amount per month (military). Civilians will specify an amount per paycheck (26 per year). Do NOT put your total gift for the year in this space!!! CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
42 MYPAY PLEDGE INSTRUCTIONS. If you know the 5-digit code, enter it here. Or you can look up charities by name or category within mypay. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
43 MYPAY PLEDGE INSTRUCTIONS CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
44 MYPAY PLEDGE INSTRUCTIONS. Once again, put the amount per paycheck for each selected charity. Do NOT put your total gift for the year in this space!!! CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
45 MYPAY PLEDGE INSTRUCTIONS. Enter unit name here. See your UPO or Keyworker. Make sure you enter the name precisely. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
46 **CFC KICK OFF EVENT** Now you will see the total per year you are contributing. Verify it is accurate!. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
47 MYPAY PLEDGE INSTRUCTIONS. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
48 MYPAY PLEDGE INSTRUCTIONS. CFC Representative: TSgt Baldwin, CFC Representative: SrA Anderson,
49 mypay Key Training Point Recap 1. (Beginning of pledge process). The Campaign Search screen is only shown to active duty Army, Navy, and Air Force personnel. This information is automatically provided for civilians. The Intermountain CFC code is (Near end of pledge process.) Donors must be trained to enter their Command/Unit or Federal Agency/Office code number for pledges to be properly credited. Do NOT enter 0870 here. 49
50 INFLUENCE! 50
51 Structural Social Personal Six Sources of Influence Motivation 1. Make the undesirable desirable Ability 4. Surpass your limits 2. Harness peer pressure 5. Find strength in numbers 3. Design rewards and demand accountability 6. Change the environment Source: Influencer by VitalSmarts 51
52 Source 1: Personal Motivation Make it Desirable Know how to ask! 1. 52
53 2. Source 1: Personal Motivation, (cont.) Ask the Magic Questions -What are you passionate about? -What are you interested in? -Have you (or a relative) ever? then, Invite! -Would you be willing to support that cause through a CFC gift?
54 Source 1: Personal Motivation (cont.) Campaign s Pre-drafted weekly s with a different story and picture each week. 1. Introductory 2. Five reasons to give 3. Why you CAN afford to give through the CFC 4. Calculate your impact 5. Why the CFC is better for charities 6. Why giving makes you rich 7. Tax benefits of giving 8. Campaign close 54
55 Source 1: Personal Motivation CFC Videos Intermountaincfc.org Donors Videos 55
56 Source 2: Personal Ability Surpass limits (Remove the roadblocks!) Do they know where & how to pledge? Send instructions and links Give a demonstration Pre-fill the hard copy pledge form with name Do they know they can afford it? Payroll giving benefits Tax deductions Payroll gifts don t begin until January 56
57 Source 2: Personal Ability (cont.) Three flavors: EEX, Nexus & mypay 57
58 Source 3: Social Motivation Harness peer pressure! Memo from Agency Head Agency Head speaks at internal Kickoff/Rally Meeting Seed the tip jar 58
59 Source 3: Social Motivation (cont.) Suggestion: Take the average of your agency s 5-year CFC history, and set a goal for 10% higher. bjacobs@intermountaincfc.org Publicize the goal & track your progress. Get boss to approve a party/reward for making goal (all employees invited!) 59
60 Source 3: Social Motivation (cont.) Thermometer Poster Don t start at $0. 60
61 Source 3: Social Motivation (cont.) Harness peer pressure! Make it a group experience & make it FUN! Pick a FUN(d)raiser and do it! 61
62 Source 4: Social Ability Strength in numbers Do you have enough people on your team? Is your team trained? Brainstorm ideas to make CFC fun and effective Who are the social motivators in your office? Whose opinion counts/matters? Make them CFC evangelists! 62
63 Source 5: Structural Motivation Design rewards and demand accountability CFC Incentives Items Eagle Coaster $26 (civilian), $24 military Eagle Coin $364 (civilian), $360 (military) 63
64 Source 5: Structural Motivation (cont.) Visual cues (posters, flyers) 64
65 Source 5: Structural Motivation (cont.) Did you follow up? People forget. Remind them! 65
66 Source 6: Structural Ability Change the environment You & Your Team are the environment! How is your attitude? Are you optimistic & positive? Do you smile a lot? Management is the environment! Are they supportive? Do they ask for reports? How is office morale? 66
67 Important REGS to Know! No coercion! Do not pressure anyone to give. Agency Leaders should not ask one-on-one. Do NOT create or maintain lists of noncontributors. Donors must always choose their own charities You cannot favor a charity in any way
68 Important REGS to Know! (cont.) Fundraisers: Donor selects charity, or Proceeds go to the Undesignated Fund (must disclose this) You cannot designate a charity recipient for the fundraiser. Involve the pledge form to increase your participation rate. (Not a regulation but a good idea!)
69 REPORT & PROCESS
70 Getting Online Pledge Reports: CFC Nexus, Employee Express, mypay One-stop shop for getting online pledge information is: All online pledge information will be available for download at CFC Nexus.
71 Getting e-pledge Reports from CFC Nexus 1. Register with CFC Nexus 2. CFC Director and request Admin Access 3. After access is granted, Log into CFC Nexus at cfc/ 71
72 Getting e-pledge Reports from CFC Nexus Under My Tools click on Coordinator Tools report 72
73 Getting e-pledge Reports from CFC Nexus Click here to download the report into an easily sortable spreadsheet 73
74 CFC Nexus payroll pledge processing For CFC Nexus Payroll pledges only! (Credit card pledges do not need to be processed by you.) 1. Register with CFC Nexus 2. CFC Director and request CFC Nexus Admin Access as a Payroll Specialist 3. After access is granted, Log into CFC Nexus at cfc/ 74
75 CFC Nexus pledge processing (cont.) Under My Tools click on PAYROLL TOOLS then select Process New Pledges (Bulk) 75
76 CFC Nexus pledge processing (bulk) Click on the federal agency (you will only see agencies you ve been given access to) 76
77 CFC Nexus pledge processing (bulk) Choose this option 77
78 CFC Nexus pledge processing (bulk) 78
79 CFC Nexus pledge processing (bulk) 79
80 mypay and Employee Express NO pledge processing required! Your payroll center will automatically receive and process payroll pledges made through mypay and Employee Express Do NOT send any online pledge data to Intermountain CFC we already have it! 80
81 Paper Pledge Card Processing 1. Collect paper pledges from donors 2. Send white copies to your agency s payroll center (Unless it s a cash/check donation.) 3. Put yellow copies in the reporting envelope & mail/deliver to Intermountain CFC
82 Reporting Envelope
83 Reporting: Wells Fargo Deposit Slips (optional but preferred method to submit cash/checks) Put yellow copy + bank receipt in Reporting Envelope! 83
84 SAY THANKS 84
85 Thank Donors: Thank-you Card 85
86 Thank Donors: Get Creative! Ask the boss to send an / memo Put up a thank-you banner Bring in a cake (food is always appreciated!) Verbal thank you (Be careful not to make anyone uncomfortable) 86
87
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