Fund Development for American Indian Tribes - Online Considerations

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A presentation originally produced for the Native Philanthropy Institute held by Native Americans in Philanthropy at Ft McDowell/Yavapai Nation Arizona in 2007. Content by Wanda Jean Lord (Cherokee/Choctaw).

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  • Two Colors Red, Teal, - You, Your Oranization, and if you have a red chip a definition of philanthropy, and if you have a Teal Chip an example of a philanthropic activity your ogranizaion is doing
  • 501(c)(3) Exempt Purposes Exempt purposes are described in IRC 501(c)(3) and the applicable regulations. Exempt purposes described in IRC 501(c)(3) are: Charitable Religious Educational Scientific Literary Testing for public safety Fostering national or international amateur sports competition Preventing cruelty to children or animals. Specific Charitable Purposes The exempt purposes described in 501(c)(3) regulations encompass the general legal definition of the term "charitable." The regulations list the following specific charitable purposes: Relief of the poor, the distressed, or the underprivileged; Advancement of religion Advancement of education or science Erecting or maintaining public buildings, monuments, or works Lessening the burdens of government Lessening neighborhood tensions Eliminating prejudice and discrimination Defending human and civil rights secured by law Combating community deterioration and juvenile delinquency See Reg. 1.501(c)(3)-1(d)(2).
  • https://www.ark.org/sos/state-house/ http://www.sos.state.or.us/flag/SOSFlag.htm What is NEH? NEH is an independent grant-making agency of the United States government dedicated to supporting research, education, preservation, and public programs in the humanities. http://www.neh.gov/manage/matching_fund.html
  • 501(c)(3) Exempt Purposes Exempt purposes are described in IRC 501(c)(3) and the applicable regulations. Exempt purposes described in IRC 501(c)(3) are: Charitable Religious Educational Scientific Literary Testing for public safety Fostering national or international amateur sports competition Preventing cruelty to children or animals. Specific Charitable Purposes The exempt purposes described in 501(c)(3) regulations encompass the general legal definition of the term "charitable." The regulations list the following specific charitable purposes: Relief of the poor, the distressed, or the underprivileged; Advancement of religion Advancement of education or science Erecting or maintaining public buildings, monuments, or works Lessening the burdens of government Lessening neighborhood tensions Eliminating prejudice and discrimination Defending human and civil rights secured by law Combating community deterioration and juvenile delinquency See Reg. 1.501(c)(3)-1(d)(2).
  • 501(c)(3) Exempt Purposes Exempt purposes are described in IRC 501(c)(3) and the applicable regulations. Exempt purposes described in IRC 501(c)(3) are: Charitable Religious Educational Scientific Literary Testing for public safety Fostering national or international amateur sports competition Preventing cruelty to children or animals. Specific Charitable Purposes The exempt purposes described in 501(c)(3) regulations encompass the general legal definition of the term "charitable." The regulations list the following specific charitable purposes: Relief of the poor, the distressed, or the underprivileged; Advancement of religion Advancement of education or science Erecting or maintaining public buildings, monuments, or works Lessening the burdens of government Lessening neighborhood tensions Eliminating prejudice and discrimination Defending human and civil rights secured by law Combating community deterioration and juvenile delinquency See Reg. 1.501(c)(3)-1(d)(2).
  • Fund Development for American Indian Tribes - Online Considerations

    1. 1. Fund Development Indian Country’s 3 rd Sector Visibility Technology Fundraising Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    2. 2. Philanthropy Filos Anthropo <ul><li>Philanthropy </li></ul><ul><ul><li>Definitions </li></ul></ul><ul><ul><ul><li>Good Will </li></ul></ul></ul><ul><ul><ul><li>Good Acts </li></ul></ul></ul><ul><ul><ul><li>Grantmaking </li></ul></ul></ul><ul><ul><ul><li>Grantseeking </li></ul></ul></ul><ul><ul><ul><li>Fundraising </li></ul></ul></ul><ul><ul><li>Activities </li></ul></ul><ul><ul><ul><li>Programs </li></ul></ul></ul><ul><ul><ul><ul><li>Projects </li></ul></ul></ul></ul><ul><ul><ul><li>Asset Building </li></ul></ul></ul><ul><ul><ul><ul><li>Endowments </li></ul></ul></ul></ul><ul><li>Fundraising </li></ul><ul><ul><li>Strategies </li></ul></ul><ul><ul><ul><li>Grantwriting </li></ul></ul></ul><ul><ul><ul><li>Events </li></ul></ul></ul><ul><ul><ul><li>Online Donations </li></ul></ul></ul><ul><ul><li>Donors </li></ul></ul><ul><ul><ul><li>Federal </li></ul></ul></ul><ul><ul><ul><li>State </li></ul></ul></ul><ul><ul><ul><li>Local </li></ul></ul></ul><ul><ul><ul><li>Foundations </li></ul></ul></ul><ul><ul><ul><li>Corporate Giving </li></ul></ul></ul><ul><ul><ul><li>Individuals </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    3. 3. Seeds of Change <ul><li>Seed </li></ul><ul><li>Taking Root </li></ul><ul><li>Sapling </li></ul><ul><ul><li>Nurture </li></ul></ul><ul><li>Tree </li></ul><ul><li>Seed </li></ul><ul><li>Idea/Strategy </li></ul><ul><li>Assess/Research </li></ul><ul><li>Implement </li></ul><ul><ul><li>Revise </li></ul></ul><ul><li>Sovereignty & Sustainability </li></ul><ul><li>Replicate </li></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country Visibility Technology Structure
    4. 4. Indian Country <ul><li>What is Indian Country? </li></ul><ul><li>US Code, Chapter 18, 1151: </li></ul><ul><ul><li>Except as otherwise provided in sections 1154 and 1156 of this title, the term ''Indian country'', as used in this chapter, means </li></ul></ul><ul><ul><li>(a) all land within the limits of any Indian reservation under the jurisdiction of the United States Government, notwithstanding the issuance of any patent, and, including rights-of-way running through the reservation, </li></ul></ul><ul><ul><li>(b) all dependent Indian communities within the borders of the United States whether within the original or subsequently acquired territory thereof, and whether within or without the limits of a state, and </li></ul></ul><ul><ul><li>(c) all Indian allotments, the Indian titles to which have not </li></ul></ul><ul><ul><li>been extinguished, including rights-of-way running through </li></ul></ul><ul><ul><li>the same </li></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    5. 5. Indian Country Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    6. 6. Indian Country Governments & 3 rd Sector <ul><li>Federally Recognized Tribes </li></ul><ul><ul><li>Tribal Governments </li></ul></ul><ul><ul><li>Tribal Public Purpose Programs </li></ul></ul><ul><ul><ul><li>Economic Development </li></ul></ul></ul><ul><ul><ul><li>Arts/Culture </li></ul></ul></ul><ul><ul><ul><li>Education </li></ul></ul></ul><ul><ul><ul><li>Health </li></ul></ul></ul><ul><ul><ul><li>Environment/Planning </li></ul></ul></ul><ul><ul><li>Tribal 7871 Charitable Funds </li></ul></ul><ul><li>501 c 3’s </li></ul><ul><ul><li>Tribally Affiliated Nonprofits </li></ul></ul><ul><ul><ul><li>Incorporated - Tribal Code </li></ul></ul></ul><ul><ul><ul><li>Incorporated - State Code </li></ul></ul></ul><ul><ul><ul><li>Tax Exempt Entity designation from IRS </li></ul></ul></ul><ul><ul><li>Non Federal Status Tribes provide services using a 501 c 3 organizational construct </li></ul></ul><ul><ul><li>Native American Nonprofits </li></ul></ul><ul><ul><ul><li>National </li></ul></ul></ul><ul><ul><ul><li>Regional </li></ul></ul></ul><ul><ul><ul><li>Urban or Rez Based </li></ul></ul></ul><ul><ul><ul><li>Issue Based </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    7. 7. Governments & Philanthropy <ul><li>States </li></ul><ul><ul><li>Public Purpose </li></ul></ul><ul><ul><li>State Tax Exempt Funds Eligible for Charitable Contributions </li></ul></ul><ul><ul><ul><li>Arkansas, State Capitol Lighting Fund (online donations) </li></ul></ul></ul><ul><ul><ul><li>Oregon Flag Fund (asks online) </li></ul></ul></ul><ul><ul><ul><li>Wisconsin Dept of Veterans Affairs, Trust Fund (asks online) </li></ul></ul></ul><ul><li>Tribes </li></ul><ul><ul><li>Public Purpose </li></ul></ul><ul><ul><li>7871 Exempt Funds Eligible for Charitable Contributions </li></ul></ul><ul><ul><ul><li>Tribal Endowments </li></ul></ul></ul><ul><ul><ul><li>Tribal Grantmaking Foundations </li></ul></ul></ul><ul><ul><ul><li>Tribal Cultural Center/Museums </li></ul></ul></ul><ul><ul><ul><li>Other existing 7871’s under Indian Tax Status Act </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country “… Tribes are to be treated as States…”
    8. 8. Tribal Governments and Philanthropy <ul><li>Tribal Governments </li></ul><ul><ul><li>Tribal Public Purpose Programs </li></ul></ul><ul><ul><ul><li>Economic Development </li></ul></ul></ul><ul><ul><ul><li>Arts/Culture </li></ul></ul></ul><ul><ul><ul><li>Education </li></ul></ul></ul><ul><ul><ul><li>Health </li></ul></ul></ul><ul><ul><ul><li>Environment/Planning </li></ul></ul></ul><ul><ul><li>Tribal 7871 Charitable Funds </li></ul></ul><ul><li>501 c 3’s </li></ul><ul><ul><li>Tribally Affiliated Nonprofits </li></ul></ul><ul><ul><ul><li>Incorporated - Tribal Code </li></ul></ul></ul><ul><ul><ul><li>Incorporated - State Code </li></ul></ul></ul><ul><ul><ul><li>Tax Exempt Entity designation from IRS </li></ul></ul></ul><ul><ul><li>Non Federal Status Tribes provide services using a 501 c 3 organizational construct </li></ul></ul><ul><ul><li>Native American Nonprofits </li></ul></ul><ul><ul><ul><li>National </li></ul></ul></ul><ul><ul><ul><li>Regional </li></ul></ul></ul><ul><ul><ul><li>Urban or Rez Based </li></ul></ul></ul><ul><ul><ul><li>Issue Based </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    9. 9. Indian Country Governments and 3 rd Sector <ul><li>Tribal Governments </li></ul><ul><ul><li>Tribal Public Purpose Programs </li></ul></ul><ul><ul><ul><li>Economic Development </li></ul></ul></ul><ul><ul><ul><li>Arts/Culture </li></ul></ul></ul><ul><ul><ul><li>Education </li></ul></ul></ul><ul><ul><ul><li>Health </li></ul></ul></ul><ul><ul><ul><li>Environment/Planning </li></ul></ul></ul><ul><ul><li>Tribal 7871 Charitable Funds </li></ul></ul><ul><li>501 c 3’s </li></ul><ul><ul><li>Tribally Affiliated Nonprofits </li></ul></ul><ul><ul><ul><li>Incorporated - Tribal Code </li></ul></ul></ul><ul><ul><ul><li>Incorporated - State Code </li></ul></ul></ul><ul><ul><ul><li>Tax Exempt Entity designation from IRS </li></ul></ul></ul><ul><ul><li>Non Federal Status Tribes provide services using a 501 c 3 organizational construct </li></ul></ul><ul><ul><li>Native American Nonprofits </li></ul></ul><ul><ul><ul><li>National </li></ul></ul></ul><ul><ul><ul><li>Regional </li></ul></ul></ul><ul><ul><ul><li>Urban or Rez Based </li></ul></ul></ul><ul><ul><ul><li>Issue Based </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    10. 10. Indian Country Technology and Visibility <ul><li>Tribal Nation </li></ul><ul><li>Sovereignty </li></ul><ul><ul><li>Public Purpose Mapping </li></ul></ul><ul><ul><li>Telling the Story </li></ul></ul><ul><ul><li>Increasing Impacts </li></ul></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><li>Strategy </li></ul></ul><ul><li>Native Nonprofit </li></ul><ul><li>Sustainability </li></ul><ul><ul><li>Program Mapping </li></ul></ul><ul><ul><li>Telling the Story </li></ul></ul><ul><ul><li>Increasing Impacts </li></ul></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><li>Strategy </li></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    11. 11. Visibility <ul><li>Why is Visibility Important? </li></ul><ul><ul><li>Authenticity of Message </li></ul></ul><ul><ul><li>Cyber Squatters </li></ul></ul><ul><ul><li>Getting Resources to Where they Belong </li></ul></ul><ul><ul><li>Translating “Issue” giving to Native American revenues </li></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    12. 12. Visibility <ul><li>Content </li></ul><ul><li>Design </li></ul><ul><li>Functionalities </li></ul><ul><li>Maintenance </li></ul><ul><li>Strategy </li></ul><ul><ul><li>Communications Tools </li></ul></ul><ul><ul><li>Donations Tools </li></ul></ul><ul><li>Internet Rankings </li></ul><ul><ul><li>Measurement Tools </li></ul></ul><ul><li>Impacts </li></ul><ul><ul><li>Credibility </li></ul></ul><ul><ul><li>Increased Base </li></ul></ul><ul><ul><li>Increased Revenues </li></ul></ul><ul><ul><li>Staff, Technology & Training </li></ul></ul><ul><ul><li>Upgrades </li></ul></ul><ul><ul><li>InHouse and/or Consultant </li></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    13. 13. Online Donations <ul><li>Why Are Online Donations Important? </li></ul><ul><ul><li>Donations – Choice By Design </li></ul></ul><ul><ul><li>Memberships </li></ul></ul><ul><ul><li>Events and Other Sales </li></ul></ul><ul><ul><ul><li>Federal Funding Down </li></ul></ul></ul><ul><ul><ul><li>Foundation Funding Low </li></ul></ul></ul><ul><ul><ul><li>Individuals Are Giving Online </li></ul></ul></ul><ul><li>Mainstream Nonprofits & Online Donations </li></ul><ul><ul><li>California </li></ul></ul><ul><ul><li>$5M in New Donations to 565 Nonprofits </li></ul></ul><ul><ul><ul><li>$0 toTribal or Native Nonprofits </li></ul></ul></ul><ul><ul><li>Nationally </li></ul></ul><ul><ul><li>$4.5B in Online Giving </li></ul></ul><ul><ul><ul><li>Virtually $0 to Indian Country from Online Giving </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    14. 14. Are You Ready? <ul><li>Organizational Assessment </li></ul><ul><ul><li>Commitment – Direct Voice on American Indian/Native Alaska Priorities </li></ul></ul><ul><ul><ul><li>Start Up Costs </li></ul></ul></ul><ul><ul><ul><li>Mapping </li></ul></ul></ul><ul><ul><ul><li>Functions </li></ul></ul></ul><ul><ul><ul><li>Revenues </li></ul></ul></ul><ul><ul><li>IT Staff </li></ul></ul><ul><ul><ul><li>Capacities </li></ul></ul></ul><ul><ul><li>Technology </li></ul></ul><ul><ul><ul><li>Web Site Content & Design </li></ul></ul></ul><ul><ul><ul><li>Hosting </li></ul></ul></ul><ul><ul><ul><li>Content Management </li></ul></ul></ul><ul><ul><ul><li>Maintenance </li></ul></ul></ul><ul><ul><li>E-Communications Strategy </li></ul></ul><ul><ul><ul><li>E-Communications Tools & Training </li></ul></ul></ul><ul><ul><li>Online Donations Strategy </li></ul></ul><ul><ul><ul><li>Online Donations Tools & Training </li></ul></ul></ul><ul><ul><li>Related Structure </li></ul></ul><ul><ul><ul><li>Revenue Based and/or Asset Building </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    15. 15. Other Thoughts <ul><li>Grant Concepts </li></ul><ul><ul><li>Nonprofits </li></ul></ul><ul><ul><ul><li>Planning </li></ul></ul></ul><ul><ul><ul><li>Capacity Building </li></ul></ul></ul><ul><ul><ul><li>Organizational Development </li></ul></ul></ul><ul><ul><li>Tribes </li></ul></ul><ul><ul><ul><li>IT Development </li></ul></ul></ul><ul><ul><ul><li>Philanthropy Development </li></ul></ul></ul><ul><ul><ul><li>Leadership Development </li></ul></ul></ul><ul><ul><ul><li>Governance </li></ul></ul></ul><ul><ul><ul><li>Economic Development for Tribal Members </li></ul></ul></ul><ul><ul><ul><li>Other Economic Development </li></ul></ul></ul><ul><li>Expertise </li></ul><ul><ul><li>Strategy/Implementation </li></ul></ul><ul><ul><ul><li>Mission </li></ul></ul></ul><ul><ul><ul><li>Planning </li></ul></ul></ul><ul><ul><ul><li>Research </li></ul></ul></ul><ul><ul><ul><li>Structure Development </li></ul></ul></ul><ul><ul><ul><li>Staffing Needs </li></ul></ul></ul><ul><ul><ul><li>Budget Needs </li></ul></ul></ul><ul><ul><li>Resource Identification </li></ul></ul><ul><ul><ul><li>Technology </li></ul></ul></ul><ul><ul><ul><li>Content </li></ul></ul></ul><ul><ul><ul><li>Design </li></ul></ul></ul><ul><ul><ul><li>Training </li></ul></ul></ul><ul><ul><ul><li>Maintenance </li></ul></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    16. 16. Questions & Answers <ul><li>For more info </li></ul><ul><li>Attend ThreeHoops Fund Development In Indian Country Workshop </li></ul><ul><li>At Native Americans in Philanthropy’s Institute – April 4 2007 at Yavapai Nation/Ft McDowell </li></ul><ul><li>Contact Wanda Jean Lord </li></ul><ul><ul><li>401 835 4806 </li></ul></ul><ul><ul><li>[email_address] </li></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country
    17. 17. Thank You <ul><li>For your interest from ThreeHoops.com </li></ul><ul><ul><li>http://threehoops.com </li></ul></ul><ul><li>ThreeHoops’ Native Board of Advisors </li></ul><ul><ul><li>Wanda Lord, Cherokee/Choctaw </li></ul></ul><ul><ul><li>Hoshi Henry, Choctaw </li></ul></ul><ul><ul><li>Gerald L. Hill, Oneida </li></ul></ul>Wanda Jean Lord ThreeHoops.com ©2007 Fund Development In Indian Country

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