# Presentation: 730221

## CFC Operations UpdateCFC Regional Workshop 

- Albuquerque, NM
- March 31, 2003

## CFC Operations Goals

**Bring the CFC into the 21st Century by Implementing Technological Improvements that add efficiencies to the giving process systemwide.**
**Manage Implementation of Policy and Structural Changes that Increase Responsiveness to Donors and other stakeholder needs**.
**Build and sustain trust in the CFC system by maintaining a high level of accountability.**

## CFC Operations 2003-04 Priorities

**Implement New Regulations.  **
**Institutionalize the use of the automated CFC pledge card.**** **
**Enhance the capacity of campaign stakeholders to comply with CFC Regulations****.**
**Manage the review and participation of National/ International Unaffiliated organizations and federations in the CFC.**** **
**Facilitate structural mergers of local CFCs.**

## 2002 CFC Operations Highlights

** ****Expansion of Employee Express pilot project to six sites **
**   ****resulted in 54% increase in participation; Avg. Gift =$501**
** ****Rates of Giving – Near Triple Amount of Paper Pledges**
** ****Further Clarified Criteria for Eligibility of Local and **
**   ****National Organizations.**
** ****Admitted  1,474 (100 over 2001) National Org. in  **
**   ****CFC; decided on 83 national appeals; 197 local   **
**   ****appeals****. **

## Highlights of 2002 Office of CFC Operations

**Worked with OIG to Address Management Crisis in National Capital Area CFC**
**Approved Six Campaign Mergers.**
**Implemented Refinements to 1417 CFC on line reports**

## Highlights of  2002 Office of CFC Operations (cont.)

**Issued Draft Uniform Guidelines for PCFO Solicitations and Proposal Evaluation Criteria.**
**Completed Draft Uniform Audit Guidelines in Collaboration with PCFOs and OIG.**
**Review of Regulations**.

## Uniform Guidelines for PCFO Solicitation- Highlights

**Establish uniform fiscal management and quality controls.**
**Emphasize maximum dissemination of solicitation.**
**Recommend bidders conferences.**
**Expand time frame for application to 30 days.**

## Draft Uniform Audit Guidelines and Agreed Upon Procedures 

**Designed to help ensure that PCFOs and LFCCs: **
**comply with the same set of CFC standards;**
**have adequate internal controls over their CFC operations;**
**have reasonable standards corresponding to various campaign revenue levels; and**
**can provide IPAs clear instructions about their reporting responsibilities.**

## Guidance MEMORANDA (Highlights)

**Transparency ****- Requirement that all local and national federations include details regarding member dues and/or service fees received from member charities. **
**Integrity of the Process**** - LFCC members may not serve in any official capacity on the Board of Directors of any PCFO.**
**Eligibility Guidance -**** Adjacency; zero administrative and fundraising rates; use of IRS Form 990s and audited financials from parent organization. **

## CFC Regulatory Review 

**Support an Effective and Efficient Campaign.**
**Safeguard Integrity and Accountability.**
**Promote Open Competition.  **
**Remove Obstacles to Participation.**
**Address What  Has not Worked.**

## CFC Regulatory Review 

**Integrate Elements of New Audit Guidelines.**
**Remove Annual Requirement for Solicitation of PCFOs.**
**Remove Statewide Presence Criteria.**
**Raise Audit Threshold for local organizations.**

## CFC Regulatory Review 

**Revise CFC Timetable and Campaign Schedule.**
**Flexibility to Issue IT Guidance to Address Campaign Automation.**
**CFC Charities Application Process.**

## 2002 Combined Federal Campaign Results Summary

## Federal Donor Contributions

**Nationwide, Federal donors gave a total ****$236,817,419**** during the 2002 CFC.  In 2001 donors gave of a record ****$242,891,619.**
**Nationwide, Federal donors contributed ****$6 million, or 2.5%**** less in 2002 than in 2001.  In 2001, CFC contributions increased by a record ****8.5 %**** in the aftermath of September 11.**
**Nationwide, 57% of all campaigns increased contributions.  **

## Federal Donor Participation

**Number of CFC campaigns around the country in 2002: 354; 362 (in 2001)**
**97.0% of Federal employees designate the specific charities they want their contributions to go to.**
**76% of Federal employees use payroll deductions.**

## Recent Trends in Giving

**Recent Trends in Giving: **
- 1996 - 2.3% increase
- 1997 - 1.8% increase
- 1998 - 4.7% increase
- 1999 - 5.5% increase
- 2000 - 2.8% increase
**Average Increase (1996-2000) = 3.4%  **
- 2001 - 8.5% increase
- 2002 - 2.5% decrease
- Overall Average Increase(1996-2002) = 4.0%

## Trends in CFC Giving

## Federal Donor Participation

**Nationwide 35.5% of all Federal employees given an opportunity to donate made a contribution through the CFC; this compares to 37.5% of donors who gave in 2001. **
**Of all campaigns nationwide, 61% reported declines in participation **
**Average Gift in 2002: $175; $167(in 2001)**
**Average Campaign Cost in 2002: 8.9%; 8.5% (in 2001)**

## Impact of Military Deployments on 2002 CFC

**Of the 55 large campaigns, twenty one (21) have primarily military personnel. **
**Receipts among military-based campaigns dropped by 4.4%.**
**Among the 34 non-military-based campaigns, campaign contributions decreased by 1.3% in 2002****.**

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