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Coordinator Resources
If you are coordinating your office's CFD campaign, this section is for you!
State Kickoff, 2011
Whether you are an Agency Coordinator, responsible for coordinating the campaign for your entire agency, or a Site Coordinator, responsible for the campaign at your office, you'll find lots of resources to assist you with your campaign on this Web site.
 
Get trained to be a Site Coordinator via webinar! (Youtube video)
 
Want to set up a presentation or tabling event to help promote the campaign and connect co-workers to the participating organizations? Call the Campaign Management Organization (CMO) Team at 503-636-4058; the CMO can make contact with the funds and federations to schedule the event. 
 
Want to know who is overseeing the Charitable Fund Drive for your agency? Call the CMO Team at 503-636-4058 to see who has volunteered to lead your group, or review this list of Agency Coordinators.
 
CAMPAIGNING AND EVENTS
​Here is some advice from a successful coordinator, Brieshon D'Agostini at DHS:
  • The most important thing for any CFD Agency, Division, or Site Coordinator is clear and consistent communication. 
  • It's not recommended to blast your staff with emails (I generally kept to 1-2 per week), so keep your message direct and descriptive. 
  • Instead of an email subject line of "CFD Update," try "The Charitable Fund Drive needs your support!" Instead of typing "Support the Charitable Fund Drive, click here to donate," try "The Charitable Fund Drive is coming to a close - click here to choose where your dollars go in your community!" 
  • Once we kicked off the drive, I included a brief update (just the dollar amount and how it compared with previous years) with each "pep talk" email.
  • It also seemed to help to clearly communicate the option to give online. Our Division had nearly 100% of all of our gifts made using the online system, and received plenty of verbal feedback that it was much easier than using the paper form. Many of our staff gave for the first time last year.
  • Check out the many available templates and blurbs available that can get you started, and share them with your fellow Coordinators. The CMO provides some great images, email language, and event ideas that can help you get started. In addition to the great resources on the CFD website, feel free to share ideas and successes with each other. Create some fun around it!
2013 Coordinator's Manual (pdf)
Successful event worksheet (156K .pdf) 
Campaign Schedule - sample planning and campaign calendar (132K .pdf)
Guidelines for a successful campaign (52K .pdf)
Examples of fun events (61K .pdf)
Sept. 12th Kickoff Event Flyer (.pdf) -- Post it around your Salem-area locations!
 
ONLINE PLEDGING
What do I need to do, as the Coordinator, with the online system? Here are instructions for processing cash and check gifts and information on how to see the activity that has taken place in your area.

How to make a pledge - YouTube video
How to use the "Coordinator" Function of the online pledging site - YouTube video
Instructions for the online pledge system (2.4M .pdf)
Tools for Site and Agency Coordinators  (852K .pdf)

 
SAMPLE MATERIALS
Not sure about what to say in a letter or email to your co-workers announcing the campaign, recruiting volunteers, or announcing management support for the Fund Drive?
We have samples to get you started.
Charitable Fund Drive poster (pdf, 11"X17" size)
Draft letters and e-mail text (232K MS Word .doc)
PowerPoint Presentation on Fund Drive Charities - (1.06 MB [large] .pptx - please right-click and choose "Save Target As...")
RECRUITING VOLUNTEERS
Campaign Helper Recruitment Flyer (.doc) 
 
RULES AND REGULATIONS
Questions about the rules and regulations governing the campaign and your activities? We have answers to common questions.
Rules and regulations (96K .pdf)
Look for monthly updates on campaign activities, tabling events, and other ideas to assist you with the campaign in the Fund Drive's newsletter Your Gifts at Work. 
Newsletter Archive
If you have questions or need help that you don't find here, call Deb Furry and the Campaign Management Team at 503-636-4058 or e-mail us at CMOTeam@earthlink.net.
 
Thank you for playing the vital role of bringing the Charitable Fund Drive to your co-workers. We deeply appreciate your efforts.