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OWCF Champion Orientation Slides 2010 21 07
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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 –
  • Transcript

    • 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
      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?