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Transcript

  • 1. Social Entrepreneurship Summit
    • November, 2008
      • Al Etmanski
      • President, PLAN
      • Partner, Social Innovation Generation (SiG)
      • [email_address]
  • 2. Social Enterprise – PLAN’s Multiple Objectives
      • Achieve our social mission and program goals
      • Earn Revenue
      • Increase distribution, market and constituency
      • Achieve value and concrete results for our partners
      • Additional Outcomes
      • Accountability
      • Discipline and Creativity
      • Changes the culture of our organization
  • 3. Mobilizing Our Economic Assets
        • To utilize untapped resources for social and economic justice
        • To change the ‘psychology’ from victim to agent (from scarcity to abundance)
        • To address the new ‘worthiness’ agenda
        • To diversify funding base
        • To acquire ‘flexible’ dollars
        • To attract new allies and collaborators
        • To prepare for predicted fiscal crisis (smaller fiscal pie)
        • To establish an economic power base
  • 4. Emerging Sector Convergence & Growth of Hybrid Universe CHARITIES & NON-PROFITS GOVERNMENT BUSINESS Social Enterprise Hybrid Space
  • 5.  
  • 6. The Abundance Universe Disability economy Natural/family supports Strategic philanthropy Family wealth Consumer market Disability innovation & expertise Social supports Skilled disability workforce
  • 7. Registered Disability Savings Plan (RDSP)
    • Impact: 500,000 individuals and families immediately
    • $200,000 lifetime contribution limit
    • Matching Disability Savings Grant
    • Disability Savings Bond for low income
    • Market potential $80 Billion
    • Disability Benefits implications:
      • Raise asset limit
      • Eliminate claw back
      • Transform welfare system
  • 8. Pooled Investment Fund NO ONE ALONE FUND Registered Disability Savings Plan Belonging Initiative $80 Billion $160 Billion
  • 9. HELP PLAN WIN A GLOBAL COMPETITION
    • VOTE FOR THE RDSP
    • As one of 3 most important financial solutions for the 21 st century
    • www.changemakers.net
    • Click on: Banking on Social Change
  • 10. Pooled Investment Fund
    • $80 B discretionary trusts market plus $80 B RDSP: Total $160 Billion
    • Reduce fees/increase rate of return
    • Share (actuarial) risk to families of using capital from trust
    • Offer investment vehicle for small trusts ($10,000)
    • Revenue stream to assist folks w/o families with advocacy/trust/guardianship services (No One Alone Fund)
    • Independent economic base for families to partner with government and business
  • 11. No One Alone Fund
    • Purpose
      • To address isolation – sustain social networks
      • To support folks without families
      • To finance independent advocacy
      • To finance rebuilding of disability ‘movement’
    • Potential Sources of Funding
      • Percentage of ‘spread’ from Pooled Trust
      • Residual from Discretionary Trusts; Disability Savings Plan
      • 1% tariff on government funded programs and services
      • Corporate and individual contributions ( Pooled Trust)
    • New social financing and delivery vehicle
  • 12.  
  • 13. The Way Forward
    • Impact durability and scale
    • Understanding and mobilizing our financial assets
    • ‘ Movement Action’ - Move away from small scale silos to collaboration in scale within our sector
    • Collaboration with Banks and other Financial Institutions; Academics; Government; Foundations; Corporations
  • 14. PLAN related resources
    • www.plan.ca – original organization
    • www.planinstitute.ca – global resource for families
    • www.siggeneration.ca - Social Innovation Generation
    • www.rdsp.com – up to date on the RDSP
    • www.tyze.com - web based personal networks
    • www.philia.ca – dialogue on citizenship and disability
    • www.nurturingbelonging.ca –collaboration to address isolation and loneliness
    • www.tiesthatbind.ca –NFB documentary on PLAN
    • www.socialaudit.ca – PLAN’s externally reviewed social audit
    • www.ashoka.ca - Canadian social entrepreneurs
    • www.sesp.northwestern.edu/abcd - John McKnight’s Asset Based Community Development Institute