TO

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WELCOME TO
UC/KW
TRAINING
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CFC TRAINING AGENDA
Introduction
History
Administration
Agency Selection
Audit
Methods of Solicitation
Campaign Materials
Questions/Concerns
Campaign Film
Critique
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HISTORY OF THE COMBINED FEDERAL CAMPAIGN (CFC)

• Established in 1961 by President Kennedy to
  solve some on-going problems

• Responsibility of the Office of Personnel
  Management (OPM)

• For all federal employees world wide

• Congressional hearings and intervention to
  change the structure about every two to three
  years

• LFCC responsible for local campaign

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CFC FACTS

• Includes all Federal Employees world wide

• Largest single charitable campaign in the world

• Over 268.5 million last year

• Primarily a payroll deduction campaign (85.4
  givers) (95.1 dollars)

• Primarily a designation campaign (99.3)

• Arizona CFC over 1,785,214 last year

• Over 32 Local

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THE LOCAL FEDERAL COORDINATING COMMITTEE (LFCC)

• A voluntary organization sanctioned by congress
  made up of volunteers

• Responsibility of the largest federal employer
  in an area to insure there is an LFCC and a CFC
  for that area

• Selects the Principal Combined Fund Organization
  (PCFO)

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THE PRINCIPAL COMBINED FUND ORGANIZATON (PCFO)

• One of several national or local federations

• Your PCFO is United Way of Tucson and Southern
  Arizona

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AGENCY SELECTION

• International/National (OPM)

• Local Federations/Non-Affiliated (LFCC)

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LOCAL AGENCY REQUIREMENTS

• 501 (c)(3) Health Human Services Agency
• Local office open 15 Hrs/Wk
• Dedicated phone line
• Board of Directors
• Annual IRS Form 990
• Annual Audit gt 100K
• Annual Report
• Admin/Fund Raising 25 or less
• Complete Application

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AUDIT
REVIEW
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AUDIT REVIEW

• Pledge Statistics

• Distribution of Receipts

- National
- International
- Local

• Designations By Agency

- National Unaffiliated
- International Unaffiliated
- Local Unaffiliated
- Only agencies Receiving Designations Listed
2050 Total Agencies
1329 Received Designations
721 Received Nothing

• Campaign Expenses 8.4
• Website www.cfcaz.org

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CAMPAIGN
STATISTICS
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2005 Arizona CFC
Total 4,087 79

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CAMPAIGN STATISTICS 2005 ARIZONA CFC

• Total 1,785,214

• Cash 4.9

- Hard to Give
- Instant Debit
- Non Revocable
- Minimum 5.00

• Payroll Deduction 95.1

- Easy to Give
- Pledge Now Pay Later
- Revocable
- On Pay Statement
- Minimum
2.00 / Month - 24.00 1.00 / Pay Period - 26.00
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• 1st Time Gift Hardest

• Encourage Payroll Deduction

• Minimum Amount OK

• Gets Person Started

• Gains Confidence in System

• Increases Amount Yearly

• Designated Dollars

- Only to Agency designated

• Undesignated Dollars

- To all designated Agencies in same portion as
designations
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• Recognition Levels

Pacesetter 150 Flag Pen
Double Pacesetter 300 Ball Cap
Leadership 600 Eagle
Statuette

• CFC Tracker

- Account Number
- Your Agency
- 2005 Campaign
- 2004 Campaign
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TRAINING GUIDE
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PCFO Staff Contacts Phone [phone] FAX
520-903-9002 Bob Palmer- Ext 235 Bpalmer_at_unitedwa
ytucson.org Sylvia Ahrend- Ext
255 Cfcaz_at_unitedwaytucson.org
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• STEPS FOR A SUCCESSFUL CAMPAIGN
• Know Program
• Plan Campaign
• Develop Strategy
• Campaign Time Table
• CC/Agency Head Support
• Assign Solicitation
• Solicit Employees
• 100 Contact
• 1 Reason Didnt Give No One Asked
• Follow Up

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• WORKPLACE CAMPAIGNS
• VS.
• DIRECT GIVING
• More money goes to services rather than raising
  costs
• Provides steady, year-round income for charities
• Larger gifts are possible through payroll
  deduction
• Charities who participate in CFC are held
  accountable
• Individual recognition and thanks for the donors
• Federal image and community pride

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• EDUCATE PUBLICIZE
• Posters
• Campaign Video
• Agency Speaker
• Agency Tour
• Kick Off

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• SOLICITATION METHODS
• Group Solicitation
• One-On-One Solicitation
• Reasons to Give
• Objections
• Thank You

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CAMPAIGN
MATERIALS
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PLEDGE CARD

• Recognition Options
• Please check ONE box only
• Volunteer
• - Check and fill out if you want to be a
  workplace CFC volunteer

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Payroll Deduction Pledge Cards Must Have

• CFC Account Number- Acct number MUST be on every
  pledge card

• Full Name (Printed)

• Social Security Number

• Paygrade and Rank

• Amount Box Checked

• Math Correct

• Payroll Deduct Authorization Signed (IN PEN)
  and Dated

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Designated Gift Pledge Cards Must Have

• 4-Digit Agency Number(s) Listed (from current
  campaign brochure)

• Designation Sum (equal or less than total
  contribution)

• General Designation Option use IIII as agency
  number to have your gift shared by all
  International Agencies

Any agency, which receives no designations, will
not receive any of the undesignated dollars or
any of the general designation option funds.
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Cash/Check Donation (Minimum 5.00) Pledge Cards
Must Have

• CFC Account Number

• Full Name (Printed)

• Rank

• Cash Box and Amount listed equals contribution

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• BROCHURE
• CFC Info
• Federation/Agency Listings
• 4-Digit Code
• Name
• 25 Word Statement
• Telephone Number
• Web Address
• Admin/Fundraising
• Only Agencies in Brochure
• Alphabetical Index
• Web Site www.cfcaz.org
• Search

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Return a copy of this form to Sylvia after your
campaign to obtain incentive gifts.
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ARIZONA COMBINED FEDERAL CAMPAIGN GIFT RECEIPT
LIST UNIT_______________________________
ACCT ____________________ KW_________________
_______________ PHONE_________________
___ I ACKNOWLEDGE THAT I HAVE RECEIVED THE CFC
GIFT INDICATED
RETURN FORMS TO YOUR UC OR CC.
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• PACESETTER
• DOUBLE PACESETTER
• LEADERSHIP
• LIST
• Include in Keyworker envelopes
• Keep a copy for yourself
• GIFT RECEIPT LIST
• Give to person
• Thank You!

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QUESTIONS
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Training Evaluation
Please complete and return
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For your time and attention