Keyworker’s Guide CFC Southeast Tri-State Region #0191

WELCOME Welcome to the 2016 Combined Federal Campaign (CFC) What is CFC? The CFC is the official workplace giving campaign of the federal government. CFC is the world’s largest and most successful annual workplace charity campaign. There are hundreds of CFC campaigns throughout the country which raise millions of dollars each year. Pledges made by Federal civilian, postal and military donors during the campaign season supports eligible nonprofit organizations that provide health and human service benefits throughout the world.

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

Who receives CFC Donations? The monetary gifts collected during CFC are distributed to the nonprofits designated by the contributor. CFC represents thousands of different agencies and organizations locally, nationally, and internationally. If no designations are made, then the gift is distributed in the same proportion as those agencies receiving contributions.

History of CFC Fundraising for charitable organizations in the Federal workplace can be traced to the late-1940's. Prior to the 1950's, on-the-job fundraising in the federal workplace was an uncontrolled free-for-all. Agencies, charities, and employees were all ill-used and dissatisfied. In June 1956, President Eisenhower formally charged the President's Advisor on Personnel Management with responsibility for the development and administration of a uniform policy and program for fundraising within the federal service. In that year, Fund Raising Bulletins No. 1 and No. 2 were issued, identifying the charitable organizations recognized for on-the -job solicitations and designating the times of the year during which their solicitations could take place. However, formal authority to permit fundraising in the Federal workplace was not established until 1961. In signing Executive Order 10927, President John F. Kennedy authorized the U.S. Civil Service Commission to develop guidelines and regulate fundraising in the Federal service.

CAMPAIGN OVERVIEW Hurlburt Field’s 2016 CFC Campaign 30 September 2016 -11 November 2016

Campaign Kickoff Event First Friday (Oktoberfest) 30 September

4:00-7:00 pm Campaign Theme This year, CFC is asking federal employees to Show Some Love! What does it mean to Show Some Love? It means your donation will make a difference for the causes closest to your heart, no matter if you donate $10 or $10,000. The CFC is about everyone chipping in to create a big impact for partner charities at the end of the year.

Campaign Materials Donor Information Card The Donor Information Card is the central marketing piece of the CFC Campaign. It should be given to every federal employee in your installation. This will meet your objective to give everyone the opportunity to make a donation. The Donor Information Card explains the CFC campaign and outlines the ways people can make a donation.

Check-back card Deliver to all employees to remind them of their final chance to donate.

Pledge Cards The pledge card is a paper form that can record a donation. Your installation will be given about half the number of pledge cards as there are people in your installation, so only provide the pledge cards by request.

Posters Used to help bring awareness to the campaign. Hang in a high traffic area. More posters are available upon request.

Charity Guide List of all charities that are available for CFC donor designations. The charities in the guide have been reviewed by federal employees to ensure certain standards. Charities are given a 5-digit code so donors can designate to them. Each charity has a short description of their work, phone #, website, and administration percentage.

Campaign Reporting Envelope These envelopes are used to collect completed pledge cards, checks and cash donation from your campaign.

CFC OBJECTIVE CFC Objective CFC volunteers (UPOs and Keyworkers) provide every

federal employee the opportunity to donate to CFC

Providing the Opportunity to Donate Providing the opportunity to donate is defined as a one-on-one personal solicitation of every employee in your unit for a CFC donation. Keyworkers are expected to make this “ask” through personal conversations and delivery of the following campaign materials: Donor Information Card:

Check-Back Card:

Keyworker deliver 30 SEPT-12 OCT

Keyworker deliver 31 OCT—4 NOV

KEYWORKER EXPECTATIONS 1.Ask you assigned co-workers to make a donation 

Deliver the Donor Information Card between 30 SEPT—12 OCT

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Deliver Check-Back Card between 31 OCT— 4 NOV

2. Collect pledge card donations and associated cash/ checks. Ensure pledge forms are filled out correctly.

3. Submit Keyworker Reporting Envelope with all pledge forms, cash, check to UPO as assigned. 

UPO Report 1 due by: 13 OCT

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UPO Report 2 due by: 27 OCT

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UPO Report 3 due by: 17 NOV

4. Take Keyworker Survey 

17 NOV

1. MAKING “THE ASK” Keys to success     

Know what CFC is and the advantages of donating through CFC (BELOW) The #1 reason why people donate?......they were asked! Ask all of your co-workers to make a donation. Know how to fill out a pledge form and to make an online donation at mycfc.us Know common questions and objections. Be prepared with answers (in reference section). UPOs and Keyworkers are the face of the CFC Program. Show your belief in the program by making your donation first.

How do I ask people to donate?   

Keep it simple. Here is a sample pitch: “CFC is a chance for you to give to causes you care most about. It’s a way to give back to our community.” Be yourself, share your story. Why do you make a donation? Remember, you’re offering people an opportunity to make a donation...that’s it. They can choose whether or not they want to participate.

Talking Points Looking for more to say when talking to your co-workers about making a CFC donation? Try the talking points found at the bottom of the Donor Information Card. These talking points are outlined below: Thanks to volunteers, CFC raises funds efficiently, providing worthy charities a convenient funding source. CFC is federally regulated and fully audited so you can trust that your donation is processed accountably. Support several charities with a single donation. Take advantage of payroll deduction to make a big impact at the end of the year with a monthly donation.

You are the CFC representative for your assigned co -workers. Put your name and contact information on the back of the Donor Information Card. This will help guide your co-workers to you if they want to use a paper pledge form. Pledge cards are offered at request only.

2. COLLECTING PLEDGE CARD DONATIONS If one of your assigned co-workers asks for a pledge card, please provide it for them. When they have completed the card: collect the donation, ensure the card is completed correctly and that the cash/check is included (when applicable). CFC receives many incorrect pledge cards. Once the pledge is returned to us, it is often to late to find the donor and ask them to submit a correct form. As you are collecting forms, please look for the following information:

1. 3.

2.

2.5

4.

5.

1. The donor must fill out all of their information at the top of the form. If they choose to donate by payroll deduction, ensure the donor provides their Social Security Number. There is a space below the “name” field for the donor to list their unit so they get credit. 2. There are two boxes to submit a payroll deduction donation. A donor can choose a common CFC donation or choose their own monthly allotment. 2.5. Below the payroll deduction boxes, a donor can choose to make a one time donation of cash/check. They write in the amount the want to donate on this line. Checks must be made out to CFC or Combined Federal Campaign. 3. A donor lists the charities they want to receive the donations. DO NOT allow donors to write in charity names. 5 digit codes for each charity must be used. These codes can be found in the Charity List or online. 4. If a donor chooses to check this box and release their information, their email, name and donation amount will be provided to the charities receiving the donor’s gift. They will send an appreciation email.

5. Ensure the donor signs the pledge form.

3. SUBMIT KEYWORKER REPORTING ENVELOPE After you collect the pledge forms from your assigned co-workers, submit the pledge cards using your Keyworker Reporting Envelope. Instructions are listed on the envelope to help you correctly return the report to your UPO.

$ Instructions for Reporting Donations to UPO 1. Count all donations collected and report the totals according to the categories on the reporting envelope. 2. Limit to a maximum of 50 pledge cards in this envelope. If exceeding 50 pledge cards, please separate the report in multiple Campaign Reporting Envelopes. 3. Give report, pledge cards, cash/check to UPO at assigned times (refer to Keyworker Expectations to see when your UPO is required to return their reports. Allow your UPO several days to process your report before their due dates).

FAQs What is the Combined Federal Campaign (CFC)? The CFC is the official workplace giving campaign of the federal government. The mission of the CFC is to promote and support philanthropy through a program that is employee focused, cost-efficient, and effective in providing federal employees the opportunity to improve the quality of life for all. CFC is the world's largest and most successful annual workplace charity campaign, CFCs throughout the country and overseas raising millions of dollars each year. Pledges made by Federal civilian, postal and military donors during the campaign season support eligible non-profit organizations that provide health and human service benefits throughout the world.

Who manages the CFC Campaign? The CFC is made up of local campaigns that organize the annual fundraising effort in Federal workplaces in the United States and abroad. Each local campaign is managed by a Local Federal Coordinating Committee (LFCC), which serves as a “Board of Directors” for the local campaign. The LFCC is comprised of Federal employees and representatives of labor unions with Federal employees as members. The LFCC is responsible for the oversight of the local CFC. In conformity with CFC regulations and policies, the LFCC makes admission determinations for local charities and selects a Principal Combined Fund Organization (PCFO) to administer the day-to-day operations of the campaign and to serve as its fiscal agent. The Office of Personnel Management (OPM) regulates the CFC and provides guidance and oversight to the local campaigns (LFCCs and PCFOs).

How do charities become eligible to receive CFC donations? To be eligible to participate in the CFC, each charitable organization must be designated as a tax-exempt non-profit organization under section 501(c)(3) of the Internal Revenue Code. An application to participate in the CFC must provide specific information about their auditing, governance and program functions, as specified in the CFC regulations. Applicants must also provide a completed and signed copy of their IRS Form 990 for their most recent fiscal year. To participate in one of the 200+ local CFC campaign areas, as opposed to being nationally eligible and participating in every campaign area, a charitable organization must be able to demonstrate that it has a "substantial" program presence within the campaign's (or an adjacent campaign's) geographical boundaries or within the state of the campaign. Charities may apply to participate in the CFC individually (as an "independent organization"), or they may be represented by a "federation." A federation is a coalition of individual charities with similar missions that align to minimize administrative costs and coordinate activities. All CFC application and participation requirements that apply to individual charities also apply to federations. In addition, federations must demonstrate that they have at least 15 CFC member organizations that meet the CFC eligibility criteria.

Who Sets the Standard of Public Accountability? OPM is accountable for assuring Federal employees that their designations are honored and distributed to the charitable organizations of their choice. OPM achieves this in several ways. OPM maintains strict eligibility and public accountability criteria that all participating CFC charities must meet. OPM annually makes admission decisions for all national and international charity applicants and it resolves local charity admission appeals. OPM sets strict requirements and provides on-going guidance for the activities and conduct of the LFCC and the PCFO. The fiscal integrity of the campaign is verified by OPM compliance audits and the annual review of local campaign audits that PCFOs are required to have completed by an independent CPA.

FAQs-Donor Questions How can a donor make a pledge to the CFC? Pledges may be processed online or by completing a paper pledge form. Paper pledge forms are available from your unit’s CFC leader. Online donations can be made through CFC NEXUS, Employee Express (EEX), and MyPay. Donors have the option of payment through payroll deduction, cash, check, credit/debit card, or e-check/ACH.

Do I have to make a donation to CFC? No. Participation in the CFC is strictly voluntary. Coercion is prohibited.

Can I specify which organization will receive my contribution? Yes. Donors are asked to select a charity or charities from the CFC Charity List. Choosing your favorite agency or agencies from the Charity List is highly encouraged as the CFC is a donor-designated campaign.

What is the CFC Charity List (formerly Donor's Brochure)? The Charity List displays the national, international, and local organizations that have met CFC eligibility requirements. A sample charity listing is shown below with key elements shown in italics. Key elements include: the organization’s new five-digit CFC code, the legal name in parentheses shown if it is “doing business as” under another name, the employer identification number (EIN), a 25-word statement of purpose (except in abbreviated listings), its administrative and fundraising expense rate (AFR), and its Service Categories (Taxonomy Codes).

Sample Charity Listing: 11405 ABC Charity Name (Alpha-Charity) (800) 555-5555 www.abccharity.org EIN#12-3456789 ABC Charity attacks the causes of

What Are Service Categories? (Taxonomy) A -- Arts, Culture, and Humanities

N -- Recreation, Sports, Leisure, Athletics

B -- Educational Institutions & Related Activities

O -- Youth Development

C -- Envir. Quality, Protection & Beautification

P -- Human Services – Multipurpose and Other

D -- Animal Related

Q -- International, Foreign Affairs, National Security

E -- Health – General and Rehabilitative

R -- Civil Rights, Social Action, Advocacy

F -- Mental Health, Crisis Intervention

S -- Community Improvement, Capacity Building

G -- Disease, Disorders, Medicinal Disciplines

T -- Philanthropy, Voluntarism & Foundations

H -- Medical Research

U -- Science & Technology Research Institutes, Services

What happens to donations that are not designated to a specific organization? All funds contributed to the CFC that are not designated to a specific organization or federation will be treated as undesignated funds and distributed to all organizations listed in the CFC Charity List in the same proportion as they received designations. Organizations that do not receive designated dollars cannot receive any portion of the

COMMON DONOR OBJECTIONS I’m really busy. I don’t have time to talk about CFC. I understand and I won’t drag this out, but I have to let you know that CFC is a chance for Federal employees to give to causes they care about. CFC supports thousands of charities. I’m sure some of your favorite charities are part of this campaign. Take advantage of CFC’s easy giving methods to support your favorite charities.

Why shouldn’t I just give directly to a charity? CFC is easy and efficient. You can support multiple charities with a single gift. Take advantage of payroll deduction which enables you to give a little each paycheck to make a big difference at the end of the year. Remember, all the listed charities voluntarily applied to be a part of this campaign. They go through this application process to give you access to make a CFC donation.

I don’t want anyone knowing how much I give or whom I give to. I understand. If you make your pledge online, your donation is confidential. If you want to make a private pledge via the paper pledge card, just put your pledge card in an envelope and give it to me. I won’t open the envelope and your pledge will remain confidential until processed by CFC.

I want to donate, but it is really tough financially right now. Please don’t feel obligated to make a donation. However, the beauty of the CFC campaign is that you can make a difference for people even with a small donation. Last year, CFC raised over $190 million for charities, through our combined impact. I can’t make a big donation, but I can spare a few bucks for a charity that helps child abuse victims, feeds the hungry….etc.

I heard a lot of the donation money goes to administrative overhead instead of to the charities. Is that true? All fundraising has some administrative overhead. However, the overhead rate for CFC is quite low, around 12%.

No matter how much money is donated, the same percentage will get taken in administrative costs. A budget is established before the campaign begins. As more money is raised, the admin percentage goes down.

My $5 pledge per month isn’t helping anyone. This campaign is about creating collective impact. The CFC raises millions of dollars every year with donations just like yours. If you don’t think you’re helping, take a peak at CFC’s charity calculator.

GLOSSARY OF TERMS CFC Management Structure CFC Southeast Tri-State Region-2016 is the first year of the CFC Southeast Tri-State Region. This region was created after combining the Florida Panhandle CFC and the Heart of Alabama CFC. The Southeast Tri-State Region serves the following counties: Alabama: Autauga, Barbour, Bibb, Bullock, Butler, Chambers, Coffee, Covington, Crenshaw, Dale, Dallas, Elmore, Fayette, Geneva, Greene, Hale, Henry, Hou ston, Lamar, Lee, Lowndes, Macon, Marengo, Montgomery, Perry, Pickens, Pike, Russell, Sumter, and Tuscaloosa. Florida: Escambia, Santa Rosa, Okaloosa and Walton.

Office of Personnel Management (OPM)- The central human resources planners for the Federal Government. OPM is responsible for the successful management of human capital across every Federal Agency. CFC is an initiative of OPM.

Local Federal Coordinating Committee (LFCC)-The role of the LFCC is similar to that of the “board of directors” for a nonprofit organization. The LFCC is structured to provide oversight of the local CFC’s operations and staff.

Principal Combined Fund Organization (PCFO)-a charitable organization that is selected by the LFCC to conduct an effective and efficient campaign in a fair and even-handed manner aimed at collecting the greatest amount of charitable contributions possible. The Southeast Tri-State Region’s PCFO is United Way of Okaloosa/Walton Counties.

CFC Volunteer Positions Installation Project Officer (IPO)-The Installation Project Officer leads the planning, organization, implementation and successful completion of all CFC fundraising activities within their assigned installation.

Unit Project Officer (UPO)-Unit Project Officers manage the CFC at their unit. They recruit keyworkers and ensure all donations are properly collected.

Key Workers-Key Workers assist the Unit Project Officer in soliciting all assigned co-workers to contribute through CFC. Loaned Executive (LE)-Loaned Executives work directly with IPOs to help promote the campaign and plan special events.

CFC Tools and Lingo Campaign-in-a-Box-Take your campaign above and beyond with the tools provided in the Campaign Box. Set your unit up for a CFC “Day of Awareness.”

Installation-Term used to describe the many organizations CFC #0191 works with including Post Offices, Social Security Offices, bases, posts, stations, etc.

Unit-subgroups within a unit that are individually solicited to participate in the CFC. MyPay-Human Resources portal used by military and civilian military support personnel. Donations to CFC can be made through MyPay.

Nexus– Third party giving site that quickly and conveniently processes donations for the CFC. Designation– A CFC donor chooses or designates their donation to a specific nonprofit. Administrative Costs-This measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's administrative expenses by its total functional expenses yields this percentage.