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 –
  • OWCF Champion Orientation Slides 2010 21 07

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