Social Investing & Business:
   Can you afford NOT to do it?

    Casey Rogers, Janis Minton Consulting
Lee Schwing, CIO, ...
The Third Sector
_   501c3 – Tax Exempt Organizations
    ! Grantseeking and Grantmaking entities


_   Charity vs. Strate...
What Social Investors
           Should Look For:
_   Meeting a Need
_   Strong Leadership
_   Financially Sound
_   Board...
Women for Women International


_   NEED: 1993 – rape used as tool of war in Bosnia;
    women needed to rebuild their liv...
IMPACT




         5
Here’s What Matters:
    How You Give, Not How Much
_   With every investment, there should be:
    ! Passion for the caus...
A Closer Look: India




                       7
Third Millennium
   Awakening


      Clean Water Project 2009
           Nimboli, India
Mission Statement
_Third  Millennium Awakening (TMA) is a
501(c)3 nonprofit corporation dedicated to
uplifting the quality...
TMA HQ in India


       Nimboli Village
        Thane District
    Maharashtra State




Third Millennium Awakening at TM...
Best Practices

               _ Needs assessment
               _ Project plan
                     !   Use of local reso...
NEEDS ASSESSMENT

Third Millennium Awakening at TMASeva.org   12
Needs Assessment
_   21% of communicable diseases in India are
    related to unsafe drinking water.
_   In India, diarrhe...
Providing Pure Water Helps…
    _   Decrease infant mortality—giving babies a
        chance to grow up.
    _   Increase ...
Nimboli Sources of Drinking Water


_ Tap water available
  for 1 hour daily
_ The river
_ Contaminated wells




Third Mi...
PROJECT PLAN

Third Millennium Awakening at TMASeva.org   16
Project Plan
Three-pronged project plan:
_ Educate villagers on importance of clean
  drinking water and good hygiene
_ Pr...
Education
TMA provides education on clean water and
hygiene at the individual and group levels.
_Flyers are distributed di...
Biosand Water Filter
                                            _   Appropriate for home use
                            ...
Biosand Water Filter

                                              The filter is simply a
                               ...
Production of Filters

                                            _ Manufactured
                                        ...
Production of Filters




Third Millennium Awakening at TMASeva.org   22
Distribution of Filters




Third Millennium Awakening at TMASeva.org   23
Water Filter Families




Third Millennium Awakening at TMASeva.org   Nimboli, India   24
Measuring Impact of Project

_ Pre and post surveys are conducted asking
  questions about health (pre & post) and
  filte...
Responses to Clean Drinking
    Water
_    River water is always muddy and dirty but
     after filterization, water conve...
SUSTAINABILITY

Third Millennium Awakening at TMASeva.org   27
Fire Mountain Retreat Center
   In 2007-2008, TMA built the Fire Mountain Retreat
   Center in Nimboli India. The Center h...
Two-Story Main Building




                                            29
Third Millennium Awakening at TMASeva.org
Geodesic Dome for
    Meetings




                                               Small House for
                        ...
You can help them…




                Reach us at….
           Website: tmaseva.org
         e-Mail: info@tmaseva.com
Thi...
A Closer Look: Los Angeles




                             32
Homeboy Industries
_   NEED: 1992; “Jobs Not Jail”
_   LEADERSHIP: Fr. Greg Boyle
_   FINANCES: FY08 budget $9 M; 65%
    ...
The Third Sector: 2009




_   Downsizing staff/services; needs increase
_   Loss of foundation assets; giving decreases
_...
Responding to Social Needs
        in the Current Climate

_   Communicate

_   Be Creative

_   Power of the Individual

...
Thank You




            36
Contact Information:
_   Casey Rogers:
    crogers@janisminton.com, 310-829-4771

_   Lee Schwing:
    lee.schwing@gmail.c...
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Social Investing Presentation Impact Roundtable

  1. 1. Social Investing & Business: Can you afford NOT to do it? Casey Rogers, Janis Minton Consulting Lee Schwing, CIO, CTO, & Senior IT Executive IMPACT Roundtable Presentation July 10, 2009 1
  2. 2. The Third Sector _ 501c3 – Tax Exempt Organizations ! Grantseeking and Grantmaking entities _ Charity vs. Strategic Philanthropy ! Fill gaps ! Fund innovation _ Corporate Social Investing ! Invest in community with benefit to corporation ! E.g., Aerospace & math and science curriculum 2
  3. 3. What Social Investors Should Look For: _ Meeting a Need _ Strong Leadership _ Financially Sound _ Board Strength and Commitment _ Measure Impact 3
  4. 4. Women for Women International _ NEED: 1993 – rape used as tool of war in Bosnia; women needed to rebuild their lives _ LEADERSHIP: Zainab Salbi _ FINANCES: FY05 $12 M budget; 70% individuals, 20% grants, 10% program revenue _ BOARD: Governing and Advisory (100% give) _ IMPACT: $24 M loaned to 55,000 women in 10 countries = 300,000 beneficiaries 4
  5. 5. IMPACT 5
  6. 6. Here’s What Matters: How You Give, Not How Much _ With every investment, there should be: ! Passion for the cause ! Involvement with the organization ! Desire to be educated about the issues ! Willingness to be an advocate 6
  7. 7. A Closer Look: India 7
  8. 8. Third Millennium Awakening Clean Water Project 2009 Nimboli, India
  9. 9. Mission Statement _Third Millennium Awakening (TMA) is a 501(c)3 nonprofit corporation dedicated to uplifting the quality of life in impoverished areas of the Thane District, Maharashtra State, India. _Our goal: offer human and material resources to help alleviate the oppressive burdens of hunger, poverty, and disease, and, in doing so, bring hope and inspiration to individuals and communities. Third Millennium Awakening at TMASeva.org 9
  10. 10. TMA HQ in India Nimboli Village Thane District Maharashtra State Third Millennium Awakening at TMASeva.org 10
  11. 11. Best Practices _ Needs assessment _ Project plan ! Use of local resources ! Education of villagers ! Evaluation of project _ Sustainability Third Millennium Awakening at TMASeva.org 11
  12. 12. NEEDS ASSESSMENT Third Millennium Awakening at TMASeva.org 12
  13. 13. Needs Assessment _ 21% of communicable diseases in India are related to unsafe drinking water. _ In India, diarrhea alone causes more than 1600 deaths each day and approximately 400,000 deaths in children under 5 each year. _ Doctors (both private and governmental) in the Nimboli area confirmed that diarrhea and other waterborne disease run rampant throughout the countryside. Third Millennium Awakening at TMASeva.org 13
  14. 14. Providing Pure Water Helps… _ Decrease infant mortality—giving babies a chance to grow up. _ Increase school attendance—helping children escape from poverty. _ Enable adults to maintain jobs—providing adequate income for families. _ Reduce incidence of diarrhea in elders—preventing untimely deaths Third Millennium Awakening at TMASeva.org 14
  15. 15. Nimboli Sources of Drinking Water _ Tap water available for 1 hour daily _ The river _ Contaminated wells Third Millennium Awakening at TMASeva.org 15
  16. 16. PROJECT PLAN Third Millennium Awakening at TMASeva.org 16
  17. 17. Project Plan Three-pronged project plan: _ Educate villagers on importance of clean drinking water and good hygiene _ Provide biosand water filters to families and institutions _ Conduct pre and post surveys to determine effectiveness of program Third Millennium Awakening at TMASeva.org 17
  18. 18. Education TMA provides education on clean water and hygiene at the individual and group levels. _Flyers are distributed discussing the importance of drinking clean water. _Meetings are held with groups of villagers to provide information on the importance of pure water and good hygiene. _At least one member of a family receiving a filter is instructed on filter use and maintenance as well as proper water storage. Third Millennium Awakening at TMASeva.org 18
  19. 19. Biosand Water Filter _ Appropriate for home use _ Locally produced using materials that are readily available _ Inexpensive to make and cost nothing to operate _ Require very little maintenance _ Highly effective at eliminating water impurities Third Millennium Awakening at TMASeva.org 19
  20. 20. Biosand Water Filter The filter is simply a concrete container, enclosing layers of sand and gravel which trap and eliminate sediments, pathogens and other impurities from the water. Third Millennium Awakening at TMASeva.org 20
  21. 21. Production of Filters _ Manufactured locally with materials that are readily available. _ All employees are residents of the Nimboli area. Third Millennium Awakening at TMASeva.org 21
  22. 22. Production of Filters Third Millennium Awakening at TMASeva.org 22
  23. 23. Distribution of Filters Third Millennium Awakening at TMASeva.org 23
  24. 24. Water Filter Families Third Millennium Awakening at TMASeva.org Nimboli, India 24
  25. 25. Measuring Impact of Project _ Pre and post surveys are conducted asking questions about health (pre & post) and filter use (post only). _ Analysis of data on first 70 filters indicated a significant decrease in the incidence of diarrhea and other waterborne diseases. Third Millennium Awakening at TMASeva.org 25
  26. 26. Responses to Clean Drinking Water _ River water is always muddy and dirty but after filterization, water convert into safe, crystal clear like mirror… _ We get clean, clear, sweet, chilled, pure and safe water as compared to public outdoor tap and river water. _ Filter is like round o’clock doctor who save us from waterborne disease. Third Millennium Awakening at TMASeva.org 26
  27. 27. SUSTAINABILITY Third Millennium Awakening at TMASeva.org 27
  28. 28. Fire Mountain Retreat Center In 2007-2008, TMA built the Fire Mountain Retreat Center in Nimboli India. The Center has space for 30 people in its main building while a small house can be used for the group leader. The jewel of the Retreat Center is a geodesic dome that’s useful for meetings, Hatha Yoga practice, and meditations. Proceeds from center rentals will be used to fund TMA projects. 28 Third Millennium Awakening at TMASeva.org
  29. 29. Two-Story Main Building 29 Third Millennium Awakening at TMASeva.org
  30. 30. Geodesic Dome for Meetings Small House for Group Leader Third Millennium Awakening at TMASeva.org 30
  31. 31. You can help them… Reach us at…. Website: tmaseva.org e-Mail: info@tmaseva.com Third Millennium Awakening at TMASeva.org 31
  32. 32. A Closer Look: Los Angeles 32
  33. 33. Homeboy Industries _ NEED: 1992; “Jobs Not Jail” _ LEADERSHIP: Fr. Greg Boyle _ FINANCES: FY08 budget $9 M; 65% individuals and grants, 25% earned income, 10% other _ BOARD: Business and community _ IMPACT: 12,000 served annually, 2/3 gang involved; jobs, mental health services, tatoo removal, etc. 33
  34. 34. The Third Sector: 2009 _ Downsizing staff/services; needs increase _ Loss of foundation assets; giving decreases _ Mergers and some non-profits closing their doors _ Time for innovation 34
  35. 35. Responding to Social Needs in the Current Climate _ Communicate _ Be Creative _ Power of the Individual 35
  36. 36. Thank You 36
  37. 37. Contact Information: _ Casey Rogers: crogers@janisminton.com, 310-829-4771 _ Lee Schwing: lee.schwing@gmail.com, 310-569-7108

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