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.
AdNet - Nonprofit Research, Philanthropic Consulting, and Family Planning Reports—Oh My!
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. WEBINAR LOGISTICS
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You can hear us, but we cannot hear you.
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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.
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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.
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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.
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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. 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. TODAY’S PRESENTERS:
MODERATOR: Jen Southard, Maine Community Foundation
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10 years in the CF field
Laura Winter, The Oregon Community Foundation
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25 years in the CF field
Kate Lyda, The Denver Foundation
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2 years in the CF Field
Kim Wright, The Seattle Foundation
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6 years in the CF Field
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. 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
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. 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. 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
19. THE SEATTLE FOUNDATION
•CF Asset Size: $700+ million
•Number of Funds: 1200+
•Year Founded: 1946
• Number of Donor Services staff: 7 FTE
20. THE SEATTLE FOUNDATION
Communication to Donors:
Personalized Strategic Philanthropy Session
Facilitators Agenda
Session Summary
Nonprofit Research Report
Superbowl Champions
21. THE SEATTLE FOUNDATION
GIVING WITH GOALS™
A values-based approach to make
philanthropy a more powerful and
rewarding experience
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Personalized
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Straightforward
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Engaging
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Impactful
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Satisfying
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
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. 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. 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.
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:
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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:
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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. 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
