PLAN

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Speaker: Al Etmanski, President, PLAN Partner, Social Innovation Generation (SiG)

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PLAN

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

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