OWCF Champion Orientation Slides 2010 21 07

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  • Welcome to our first Champion OrientationI am Colleen LaFontaine, EDThe goal for tonight is for you to learn a bit about our Champion Program and see if you and your project are a fitYou’ll learn tonight that the Champion Program is much more than Fiscal Sponsorship, in fact, if you are only looking for a fiscal sponsor, we are not the organization for you.Being a Champion means that you are part of a community – a community of like-minded individuals all focused on helping the world’s neediest children gain access to life’s basic necessities – food, shelter, education, healthcare. You want to be empowered to create the change we all know is possible.
  • This is our agenda for tonight. But first, let’s quickly go around the room and introduce ourselves. Please tell us your name, location of your project and briefly what your project is trying to achieve.Now Janet is going to take us through OWCF”s values and guiding principles.
  • How many people here have fundraising experience?Having been fundraising myself for over 30 years, I know that this is sometimes an area that people at times, find difficult. One of our goals, with the support of the champion community, is to help you feel comfortable fundraising. Tonight we’ve given you a small fundraising guide. It includes tips for fundraising from individuals (which will be you most effective fundraising) as well as event fundraising. We also have over 50 ideas, big and small, to help get you started. But I briefly wanted to go over some fundraising basics. Get comfortable asking! Like most things, are comfort grows with preparation and practice – so do both!
  • Ultimately – keep your story and your ask simple.Have confidence that you are working for a worthy cause and people want to helpStay focused on your goals and let your passion shine through!
  • We talked about the importance of planning – and part of that process is goal setting.
  • This includesREVIEW SHEETWe’ve created a short worksheet to help you organize the process. You’ll receive this electronically and can use it as a guide to organize your year. We’ve also included an events goal sheet – just to help you think through some of the things you'll need to consider.Your success means the world to your projects –


  • 1. Champion Orientation
  • 2.
  • 3. Agenda
    Welcome and introductions
    Values and Principles
    Champion Best Practices
    How the Champion Program Works
    Goal Setting
    What happens next
  • 4. Values and Principles
  • 5. Our Core Values
    We value the knowledge and experience of local communities
    We believe that access to good nutrition, healthcare, education and safety are fundamental rights of every child
    We recognize that the well being of children is linked to the well being of their mothers and that economic and social opportunities for women are essential for the welfare of children.
    We believe that every individual living in the United States can make a difference to the well-being of the world’s children through their actions. Individuals can be inspired to take action through education, practical examples and through a network of support services and like-minded individuals.
  • 6. Values in Action
    • Promoting the Rights of Vulnerable Children
    • 7. Empowering Mothers
    • 8. A focus on grassroots efforts
    • 9. Partnership based on trust – flexible funding
    • 10. Respect for our donors, volunteers and supporters
    • 11. Empowering individuals in the United States to make a difference
  • 12. Champion Best Practices
  • 13. Champion Best Practices
    Please welcome our Champions:
    Rob and Kai – Bocas School Project, Bocas del Toro, Panama
    Arthi – Hospital for Hope (JagritaVihara) Jharkhand, India
  • 14. Bocas School Project
    Mothers cooking lunch for the students
  • 15. Bocas School Project
    Bocas’ transportation
  • 16. Bocas School Project
    A one room school serving 30 students
  • 17. Bocas School Project
    A single classroom for all ages – the classes face different directions
  • 18. Bocas School Project
    Students heading home from English class
  • 19. Hospital for Hope
    Villagers in rural Jharkhand, India
  • 20. Hospital for Hope
    A child benefitting from the work of JagritiVihara
  • 21. Hospital for Hope
    A family in rural Jharkhand, India
  • 22. Hospital for Hope
    Mother and son at the existing clinic
  • 23. How the Champion Program Works
  • 24. Project Requirements
    For a project to be considered it must meet the following requirements:
    Serves children or their caregivers directly
    Children’s lives are transformed – the project has a real impact
    The project is either:
    Run by an established, well run grassroots/CBO/or equivalent organization with stable leadership, board of directors and financial history
    Or run by a grassroots group running a clear necessary program addressing an urgent, obvious need not being met by another organization in the community
    Wants and does not have an American fiscal sponsor and wants to raise money in the US
  • 25. Project Requirements
    We also consider these factors when vetting a project:
    Easy to communicate with, accessible, responsive
    Measurable objectives
    Has a plan, timeline and ability to execute objectives
    Understands and is able to do business with OWCF
    Track record of success
    Ability to provide stories, images and other materials
    We are able to provide value other than just fiscal sponsorship
  • 26. Champion Requirements
    For a Champion to be consider they must meet the following requirements:
    US resident (must live here at least part time)
    The project must meet requirements
    Willing to fundraise
    Value alignment
    Agree to terms of the Champion Agreement
    Not impose personal agenda and goals on project
    Wants more than fiscal sponsor
    Be an ambassador for OWCF
  • 27. Champion Requirements
    Other factors we consider include:
    Has visited and has a relationship with project
    Attitude of reciprocity
    Responsive, accessible
    Has fundraising ideas
    Access to a network
    Cultural sensitivity
    Willing to participate in the Champion Community
    Minimum 3 year commitment
    Realistic goals
    Willing or able to do future site visits or has access to people that could visit
  • 28. What we won’t do
    Programs focused on adults
    Programs without a child-centered focus
    American programming for overseas groups
    Individuals with a project
    Projects with another US sponsor
    Capital projects without a plan for sustainability
    Projects too burdensome for our staff to manage
    Child sponsorship
    Projects that only indirectly benefit children
  • 29. Communications/Reporting Processes
    Execution of Legal Agreements
    Annual Grant Reports
    Disbursements (4 x yr.)
    OWCF sends all legal documents to Champion. Champion completes Champion Agreement and sends back. Champion forwards Grant Agreement and Certificate of Authorization to Project who completes and sends back to OWCF.
    OWCF sends report template to Champion to forward to Project for completion; First report is due 13 mos after Grant Agreement is signed and every 12 mos after that.
    OWCF sends disbursement form to Champion 4x year. You should discuss the project’s needs, complete the form and return to OWCF. We send funds directly to the project
    Annual Champion Report
    OWCF sends report template to Champion at end of calendar year; Report is due by mid-January.
  • 30. Communications
    Other Channels of Champion Communication
    • Yahoo Group for Champions- ideas/info sharing
    • 31. 1:1 check-ins by phone, at least every 6 mos.
    • 32. Bi-annual ‘Champion Day’- next one in September
    • 33. Champions can always call or email anytime
  • Donations Received for Champion Projects
    Donor Gift Acknowledged
    Entered into Giftworks (donor database)
    Payment Method
    Donor and gift entered into Giftworks. Donor’s project preference indicated.
    notified via monthly report from OWCF.
    Donor sent acknowledgement letter from OWCF.
    Regular Mail to:
    1012 Torney Avenue
    San Francisco, CA 94129
    Donor sent acknowledgement letter from OWCF.
    notified via monthly report from OWCF.
    Donor and gift entered into Giftworks. Donor’s project preference indicated.
    Credit Card
    Credit Card donation made via OWCF’s website or other online sites such as Facebook
    OWCF receives statement indicating donor’s project preference. Enters donor and gift into Giftworks.
    Donor receives email receipt from Groundspring.org.
    Champion notified via monthly donation report from OWCF.
    Donations to Champion Projects
    OWCF coordinates stock/fund transfer and enters into Giftworks after transfer takes place.
    Stock donations
    Donor sent acknowledgement letter from OWCF.
    Champion notified via monthly donation report from OWCF.
    In Kind donation of equipment, supplies, etc is made; form completed and turned in to OWCF.
    Donor and gift entered into Giftworks. Donor’s project preference indicated.
    Donor sent acknowledgement letter from OWCF.
    Champion notified via monthly donation report from OWCF.
  • 34. Site Visit
    Set expectations and goals
    How can your visit benefit your fundraising?
    Can you find out about new priorities?
    What can you learn about the community?
    How can you improve communications?
    Be aware of your role
  • 35. Stories, Photos and Videos
    Sharing your project with the world
    Explaining the need and projecting the solution
    Stories are a great way to communicate
    About the children
    About the organization itself
    About the community
    Ask permission!
    Gather names
    Think about captions and credit
    The more info you get the more widely you can use your images
  • 36. Fundraising
  • 37. Fundraising
    People give when they are asked
    Explain the problem and explain how your project solves it
    Explain your need – simply
    This is your “Case for Support”
    Practice with a friend
    Feel comfortable answering questions about your project
    Know that people want to help
    Tell the story of a single child
    Then explain why this is a good investment
    Break your goal into achievable mini-goals
    Focus on big asks first
  • 38. Fundraising
    People will give again if they are thanked and kept up to date on your project
    There’s no need to do it alone
    Plan! Think through your fundraising year
    Are there holidays you can use to fundraise around
    Are there events where you can promote your project
    What networks do you have access to
    Donating yourself? Make it a challenge grant
    Matching funds from companies
  • 39. Some simple ideas
    Progressive dinner
    Multi-family yard sale
    Host a house party
    “Second Collection”
    Sell your frequent flyer miles
    Have a raffle
    Give talks about your project – alumni, clubs, work
    Write a letter asking for donations to everyone in your address book
    Tell your story to the local newspaper
    Ask for a specific amount – just higher than you think they can give
  • 40. Fundraising
    Keep it simple
    Do it with confidence
    Have a “can do” attitude
    Have empathy
    Be passionate!
  • 41. Goal Setting
  • 42. Goal Setting
    Personal objective
    Project goal
    Fundraising goal
    Break it down
    Plan in advance
    Small, achievable bits
    Plan to say thank you too!
  • 43. What happens next?
  • 44. What happens next?
    Your Letter of Intent
    The Champion Interview
    Reference check
    Application from Project
    Application Review and Committee Approval
    Board Approval
    Due Diligence
    Champion and Project Agreements
  • 45. Project Approval Process
    Initial Screen
    by OWCF employee
    Suggest alternative funder, if appropriate
    Doesn’t fit criteria
    • Prospective Champion
    Fits criteria
    Send OWCF’s Letter of Inquiry (LOI) and Champion Packet / Invite to Champion Orientation Meeting
    LOI Received from Prospective Champion
    • Sent to Project Committee members
    • 46. Champion invited to make a 15 minute presentation at the meeting
    • 47. Committee runs reference checks on Champion (30 day review)
    Suggest alternative funder, if appropriate
    Project Committee Presentation
    Doesn’t fit criteria
    Approved by Project Committee
    Request Completed Application Form from Project
    Suggest alternative funder, if appropriate
    Project Committee Meeting
    Application reviewed
    Doesn’t fit criteria
    • Final form sent to Project; Due diligence and reference checks done (30 day review)
    • 48. Prospective Champion sends email introducing OWCF to project contact in the field
    Champion receives:
    • Orientation to OWCF Operations
    • 49. Agreement to be signed
    • 50. OWCF begins accepting donations
    OWCF develops direct relationship with Project; signs legal agreements
    Approved by Project Committee
    Board Approval
    Project Approved
  • 51. Any Questions?