AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Reports—Oh My!

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January 22, 2014 AdNet Webinar: What tools, reports and summary frameworks are you using to report back to your donors? ur works consists of strategic planning sessions, family philanthropy retreats, end-of-year snapshots and nonprofit briefs … how do we most effectively report back to donors so that they fully experience the added value of our community knowledge and philanthropic expertise? Reports and strategy session summaries can take a lot of time and they can waver between the objective and the subjective. Some donors like it brief, like to dig into data, and clearly see a roadmap for progress. Other donors like to understand their values and motivations, understand their relationship to giving, see dynamic visuals, and involve family. If you are interested in learning how some other community foundations are structuring reports and creating consulting summaries, this is a webinar for you. [This webinar is an encore presentation from the 2013 AdNet Conference.] Adnet is the (www.adnetcf.org) premier professional organization for advancement professionals in the community foundation world.

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AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Reports—Oh My!

  1. 1. NONPROFIT RESEARCH, PHILANTHROPIC CONSULTING AND FAMILY PLANNING REPORTS - OH MY! WHAT TOOLS, REPORTS AND SUMMARY FRAMEWORKS ARE YOU USING TO REPORT BACK TO YOUR DONORS? January 22, 2014
  2. 2. WEBINAR LOGISTICS • You can hear us, but we cannot hear you. • Please use the “chat” function on the right side of your screen to submit questions as they occur to you. The presenters can see all the questions, and the moderator will respond as possible during the program. • We may address some questions as they come in, but generally plan to collect the questions and answer them in the Q&A section after all the presentations. • If we don’t get to your question or you think of a question that doesn’t get addressed, please email it to Jennifer Southard, jsouthard@mainecf.org and we will respond to you after the program. • For technical questions during the program, please contact Andrea Nemitz at the Maine Community Foundation: anemitz@mainecf.org or 1-877-700-6800 ext. 2202
  3. 3. WEBINAR OVERVIEW • Welcome and introductions • Speakers – Laura Winter, Oregon – Kate Lyda, Denver – Kim Wright, Seattle • Questions & Answers • AdNet: a look at what’s ahead
  4. 4. TODAY’S PRESENTERS: MODERATOR: Jen Southard, Maine Community Foundation • 10 years in the CF field Laura Winter, The Oregon Community Foundation • 25 years in the CF field Kate Lyda, The Denver Foundation • 2 years in the CF Field Kim Wright, The Seattle Foundation • 6 years in the CF Field
  5. 5. THE OREGON COMMUNITY FOUNDATION • CF Asset Size: $1.5 billion • Number of Funds: 1700 charitable funds • Year Founded: 1973 • Number of Donor Services staff: 13 FTE
  6. 6. THE OREGON COMMUNITY FOUNDATION Communication to Donors:  Advised Funds in Action  An Advised Fund Overview  Advised Funds Update  Life Cycle of Advised Funds Bonus  Donor Engagement Guidelines
  7. 7. ADVISED FUNDS IN ACTION
  8. 8. ADVISED FUNDS OVERVIEW
  9. 9. ADVISED FUNDS OVERVIEW
  10. 10. ADVISED FUNDS UPDATE
  11. 11. LIFE CYCLE OF AN OCF ADVISED FUND
  12. 12. BONUS: DONOR ENGAGEMENT GUIDELINES 1 – 5 Years Philanthropic Services Year 1: donor orientation Using the Donor Handbook, discuss grantmaking basics and OCF services including online tools 5 – 10 Years 10 – 15 Years 15 – 20 Years Year 5: review of fund activity to date, sharing a grantmaking overview report Year 10: invite to donor social for funds “older” than ten years; President and Board Chair to thank donors for their giving Year 20: invite to another donor social Review of fund activity to date, sharing a grantmaking overview Family Philanthropy Plan for family engagement or involvement of successor advisors Continued sharing and engagement of family in philanthropic vision Assessment of successor advisors as part of the fund agreement Consider participation of family/successor advisors in donor events Legacy Planning Review fund agreement, clarify donor expectations Discuss making additions to the fund Formal review of the fund agreement Seamlessly continue long-term relationship discussion initiated by development staff Allow development staff an opportunity to reconnect, discuss investments, other pools, value of a permanent fund, other opportunities Evaluate donor expectations of the legacy plan Assess the size of the fund, determine if a donor (family) oneon-one with the President is appropriate Determine grantmaking areas of interest In clarifying charitable goals, create a mission statement Discuss access to research on community issues and needs Support connections to nonprofits of interest Evaluate effectiveness of grant suggestions shared Include support of OCF in grantmaking conversation Identify charitable goals and develop a plan for achieving those goals Offer opportunities to plan or participate in a site visit Gauge donor interest in events and forums Evaluate possible volunteering opportunities Introduction to GOSW Determine donor willingness to host event Program Services Civic Leadership Begin conversation about OCF’s funding priorities and role in the community Share in-depth information about OCF’s initiatives Discuss the long-term value of a permanent fund Review donor interest in attending/participating in donor forums and educational events Consider invitation to participate in regional leadership events Pursue any estate planning matters Assess achievement of charitable goals to date and revisit the dialogue about grantmaking strategy Ensure donor awareness of OCF expertise and resources in the community Reevaluate donor willingness to host an OCF event Revisit conversation about OCF’s current priorities and initiatives
  13. 13. THE DENVER FOUNDATION We inspire people and mobilize resources to strengthen our community •CF Asset Size: $650 million •Number of Funds: 1000 •Year Founded: 1925 • Number of Donor Services staff: 10
  14. 14. THE DENVER FOUNDATION What’s standard? Portfolio manager, weekly grants, quarterly statements, educational series, publications, networking with other philanthropists What’s custom? Family meetings, periodic fund reviews, personalized research, personalized recommendations, support for site visits, proposal/application process development & management
  15. 15. DONOR COMMUNICATIONS
  16. 16. ANNUAL FUND REVIEW
  17. 17. ANNUAL FUND REVIEW
  18. 18. ANNUAL FUND REVIEW
  19. 19. THE SEATTLE FOUNDATION •CF Asset Size: $700+ million •Number of Funds: 1200+ •Year Founded: 1946 • Number of Donor Services staff: 7 FTE
  20. 20. THE SEATTLE FOUNDATION Communication to Donors:  Personalized Strategic Philanthropy Session Facilitators Agenda  Session Summary Nonprofit Research Report Superbowl Champions
  21. 21. THE SEATTLE FOUNDATION GIVING WITH GOALS™ A values-based approach to make philanthropy a more powerful and rewarding experience • Personalized • Straightforward • Engaging • Impactful • Satisfying
  22. 22. GIVING WITH GOALS ™ STRATEGIC PHILANTHROPY AGENDA
  23. 23. SIMPLIFY GIVING STRATEGIC PHILANTHROPY AGENDA Values: Values can influence decision making and feed the creation of goals for giving. Goal: identify shared values and a common ground for giving Interest Areas: Given a community’s many issues and needs, it can be challenging to determine where you want to focus your philanthropy. Goal: identify issue areas with greatest consensus and begin to highlight a focus for giving and an introduction to strategies for giving Levels of Impact: Goal: identify the “who” and the “how” of your philanthropy Community: Goal: identify the community(s) you want to support through your philanthropy Philanthropic Goal: Goal: identify the change you would like to see from your philanthropy Strategies for Giving: Goal: identify approaches and best practices to help you achieve impact Implementation: Identify effective organizations - The Seattle Foundation can help! Next Steps: Evaluation and Assessment, Legacy, and Increased Giving Additional Activities: Money Messages - (21/64 cards) Picture Your Legacy - (21/64 cards) Levels of Impact: The Who – ex. Hungry people Individual – Holiday gift baskets for lowincome families Community – Farmers markets in underserved areas System – tax breaks for mini-marts selling fresh produce The How – ex. Polluted water/sick fish Intervention – Pull the sick fish out of a dirty stream Prevention – Clean the stream of the pollutants Policy Change – Go upstream and prevent the stream from being polluted
  24. 24. SIMPLIFY GIVING EXERCISE: VALUES AND MOTIVATIONS Family
  25. 25. THE SEATTLE FOUNDATION GIVING WITH GOALS™ REPORT BACK TO DONORS: WENDY AND PAUL STRATEGIC PLANNING GOALS Better organize our giving and create a plan that will highlight and encourage us to give/do more. EARLIEST MEMORIES OF GIVING Wendy: I have a very clear vision of my Boston family’s upbringing. My earliest philanthropic memories center on my Granny’s values of helping those who were less fortunate. I vividly remember my Granny writing checks, while doing her “desk time” and responding to mail solicitations for support. I share my Granny’s beliefs about giving—that you should be very generous when you have been so blessed. Wendy’s Top Values Note Value Overlap with Paul MOTIVATIONAL VALUES EXERCISE Compassion Family and compassion Wendy’s Bottom values: spirituality, are core recognition, innovation, personal growth, Helping opportunity, pleasure Loyalty Responsibility Paul’s Bottom values: recognition, power, Courage Paul also Included spiritual growth, loyalty, obligation, tradition Justice Wendy’s Giving Mantra: I pursue what is fair and morally right, namely to share and give to others. I am drawn to opportunities in my local community that infuse dignity and compassion. Observation: Although this exercise didn’t clearly highlight a lot of overlap in top motivational values, your values do greatly complement each other. You share an altruistic approach to giving that is motivated by clear goals for achieving both personal and community impact. The off-set in top and bottom values is not a negative in this instance, but rather showcases your complementary values as a couple.
  26. 26. THE SEATTLE FOUNDATION GIVING WITH GOALS™ REPORT BACK TO DONORS Use Language that speaks to the donor Preferred Level of Impact: Currently, your investments have been primarily focused on building the capacity of service delivery organizations within communities, but you have expressed an interest in influencing systems and policy within Seattle’s education system. Analyzing your giving from the past three years, the majority of your giving (53%) has gone to investments within Education and Arts & Culture. Based on our discussions, you identified Arts Education as the specific area within the education system that you’d like to focus on. While you expressed a desire to make a significant change on a systems level, your philanthropy has felt most rewarding when you have seen the actual impact on people. You are most inspired when you can connect with others. Systems/Policy change Community/ Organizational Individuals
  27. 27. THE SEATTLE FOUNDATION GIVING WITH GOALS™ NONPROFIT RESEARCH Organization: Mary’s Place www.marysplaceseattle.org Mary's Place is a drop-in day center for homeless women and is the only day center in King County that welcomes women with children. Mary's Place empowers and equips women with the tools to move out of homelessness. $10,000 recommended grant amount Budget approximately $425,000 Site Visit scheduled for December 20th 11:00am Specific funding opportunities at Mary’s Place: Mary’s Place is about to open their first emergency overnight shelter for women and children. While evening meals will be provided by volunteers as much as possible, they are in need of funds for buying food for breakfasts. BECU donated funds for a van for transporting the women and children to other shelters when space is not available. They are now in need of funds to hire a driver for about 20 hours per week, at a rate of $11/hour. Current funding needs at the day center are for hiring additional employment and housing staff. Whenever possible, they hire formerly homeless women and pay $13/hour.
  28. 28. GO SEAHAWKS!
  29. 29. A LOOK AT WHAT’S AHEAD www.adnetcf.org The Advancement Network (AdNet) is the networking and professional development resource for community foundation professionals serving in fund development, philanthropic advisor and donor services roles. Membership ($125 per person) includes: • • • • Invitation to participate in AdNet annual conference Professional development webinars Opportunity to provide volunteer leadership to the AdNet steering committee and support AdNet programs and services Eligibility to vote annually for AdNet Steering Committee officers and members Upcoming events: • • Quarterly webinars – ideas under consideration: running successful campaigns; strategies and approaches to securing large gifts AdNet Conference tentative dates: October 18-19, 2014 in Cleveland
  30. 30. A LOOK AT WHAT’S AHEAD www.adnetcf.org What do you want to see from AdNet in 2014 that would make your membership meaningful to the work that you do? Please email Lisa Jolley: LJolley@columbusfoundation.org

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