NONPROFIT RESEARCH,

PHILANTHROPIC CONSULTING AND

FAMILY PLANNING REPORTS - OH MY!

WHAT TOOLS, REPORTS AND SUMMARY FRAMEWORKS ARE YOU

USING TO REPORT BACK TO YOUR DONORS?

January 22, 2014

• You can hear us, but we cannot hear you.

• Please use the “chat” function on the right side of your screen to submit

questions as they occur to you. The presenters can see all the questions, and the moderator will respond as possible during the program.

• We may address some questions as they come in, but generally plan to collect the questions and answer them in the Q&A section after all the presentations.

• If we don’t get to your question or you think of a question that doesn’t get addressed, please email it to Jennifer Southard, jsouthard@mainecf.org and we will respond to you after the program.

• For technical questions during the program, please contact Andrea Nemitz at the Maine Community Foundation: anemitz@mainecf.org or 1-877-700-6800 ext. 2202

WEBINAR LOGISTICS

• Welcome and introductions

• Speakers

– Laura Winter, Oregon

– Kate Lyda, Denver

– Kim Wright, Seattle

• Questions & Answers

• AdNet: a look at what’s ahead

WEBINAR OVERVIEW

TODAY’S PRESENTERS:

MODERATOR: Jen Southard, Maine Community Foundation

• 10 years in the CF field

Laura Winter, The Oregon Community Foundation

• 25 years in the CF field

Kate Lyda, The Denver Foundation

• 2 years in the CF Field

Kim Wright, The Seattle Foundation

• 6 years in the CF Field

• CF Asset Size: $1.5 billion

• Number of Funds: 1700 charitable funds

• Year Founded: 1973

• Number of Donor Services staff: 13 FTE

THE OREGON

COMMUNITY FOUNDATION

Communication to Donors:

Advised Funds in Action

An Advised Fund Overview

Advised Funds Update

Life Cycle of Advised Funds

Bonus

Donor Engagement Guidelines

THE OREGON

COMMUNITY FOUNDATION

ADVISED FUNDS

IN ACTION

ADVISED FUNDS

OVERVIEW

ADVISED FUNDS

OVERVIEW

ADVISED FUNDS

UPDATE

LIFE CYCLE OF

AN OCF ADVISED

FUND

BONUS: DONOR ENGAGEMENT

GUIDELINES

1 – 5 Years 5 – 10 Years 10 – 15 Years 15 – 20 Years

Philanthropic Services Year 1: donor orientation

Using the Donor Handbook, discuss

grantmaking basics and OCF

services including online tools

Year 5: review of fund activity to

date, sharing a grantmaking

overview report

Year 10: invite to donor social for

funds “older” than ten years;

President and Board Chair to thank

donors for their giving

Year 20: invite to another donor

social

Review of fund activity to date,

sharing a grantmaking overview

Family Philanthropy Plan for family engagement or

involvement of successor advisors

Continued sharing and engagement

of family in philanthropic vision

Assessment of successor advisors

as part of the fund agreement

Consider participation of

family/successor advisors in donor

events

Legacy Planning Review fund agreement, clarify

donor expectations

Seamlessly continue long-term

relationship discussion initiated by

development staff

Discuss making additions to the

fund

Allow development staff an

opportunity to reconnect, discuss

investments, other pools, value of a

permanent fund, other

opportunities

Formal review of the fund

agreement

Evaluate donor expectations of the

legacy plan

Discuss the long-term value of a

permanent fund

Assess the size of the fund,

determine if a donor (family) one-

on-one with the President is

appropriate

Pursue any estate planning matters

Program Services Determine grantmaking areas of

interest

Support connections to nonprofits

of interest

Identify charitable goals and develop

a plan for achieving those goals

In clarifying charitable goals, create

a mission statement

Evaluate effectiveness of grant

suggestions shared

Offer opportunities to plan or

participate in a site visit

Discuss access to research on

community issues and needs

Include support of OCF in

grantmaking conversation

Assess achievement of charitable

goals to date and revisit the

dialogue about grantmaking strategy

Ensure donor awareness of OCF

expertise and resources in the

community

Civic Leadership Gauge donor interest in events and

forums

Introduction to GOSW

Begin conversation about OCF’s

funding priorities and role in the

community

Evaluate possible volunteering

opportunities

Determine donor willingness to

host event

Share in-depth information about

OCF’s initiatives

Review donor interest in

attending/participating in donor

forums and educational events

Consider invitation to participate in

regional leadership events

Reevaluate donor willingness to

host an OCF event

Revisit conversation about OCF’s

current priorities and initiatives

•CF Asset Size: $650 million

•Number of Funds: 1000

•Year Founded: 1925

• Number of Donor Services staff: 10

THE DENVER FOUNDATION

We inspire people and mobilize resources to strengthen our community

What’s standard?

Portfolio manager, weekly grants, quarterly statements, educational series, publications, networking with other philanthropists

THE DENVER FOUNDATION

What’s custom?

Family meetings, periodic fund reviews, personalized

research, personalized recommendations, support for site

visits, proposal/application process development &

management

DONOR COMMUNICATIONS

ANNUAL FUND REVIEW

ANNUAL FUND REVIEW

ANNUAL FUND REVIEW

•CF Asset Size: $700+ million

•Number of Funds: 1200+

•Year Founded: 1946

• Number of Donor Services staff: 7 FTE

THE SEATTLE FOUNDATION

Communication to Donors:

Personalized Strategic Philanthropy Session

Facilitators Agenda

Session Summary

Nonprofit Research Report

Superbowl Champions

THE SEATTLE FOUNDATION

THE SEATTLE FOUNDATION

GIVING WITH GOALS™

A values-based approach to make philanthropy a more powerful and rewarding experience

• Personalized

• Straightforward

• Engaging

• Impactful

• Satisfying

GIVING WITH GOALS ™

STRATEGIC

PHILANTHROPY

AGENDA

SIMPLIFY GIVING

STRATEGIC PHILANTHROPY AGENDA

Values: Values can influence decision making and feed the creation of goals for giving.

Goal: identify shared values and a common ground for giving

Interest Areas: Given a community’s many issues and needs, it can be challenging to

determine where you want to focus your philanthropy.

Goal: identify issue areas with greatest consensus and begin to highlight

a focus for giving and an introduction to strategies for giving

Levels of Impact:

Goal: identify the “who” and the “how” of your philanthropy

Community:

Goal: identify the community(s) you want to support through your philanthropy

Philanthropic Goal:

Goal: identify the change you would like to see from your philanthropy

Strategies for Giving:

Goal: identify approaches and best practices to help you achieve impact

Implementation: Identify effective organizations - The Seattle Foundation can help!

Next Steps: Evaluation and Assessment, Legacy, and Increased Giving

Additional Activities:

Money Messages - (21/64 cards)

Picture Your Legacy - (21/64 cards)

Levels of Impact: The Who – ex. Hungry people

Individual – Holiday gift baskets for low-

income families

Community – Farmers markets in

underserved areas

System – tax breaks for mini-marts

selling fresh produce

The How – ex. Polluted water/sick fish

Intervention – Pull the sick fish out of a

dirty stream

Prevention – Clean the stream of the

pollutants

Policy Change – Go upstream and

prevent the stream from being polluted

SIMPLIFY GIVING

EXERCISE: VALUES AND MOTIVATIONS

Family

THE SEATTLE FOUNDATION

GIVING WITH GOALS™

REPORT BACK TO DONORS: WENDY AND PAUL

STRATEGIC PLANNING GOALS

Better organize our giving and create a plan that will highlight and encourage us to give/do more.

EARLIEST MEMORIES OF GIVING

Wendy: I have a very clear vision of my Boston family’s upbringing. My earliest philanthropic memories center on my Granny’s

values of helping those who were less fortunate. I vividly remember my Granny writing checks, while doing her “desk time” and

responding to mail solicitations for support. I share my Granny’s beliefs about giving—that you should be very generous when you

have been so blessed.

Wendy’s Top Values

Note Value Overlap with Paul

Compassion Family and compassion

are core

Helping

Loyalty

Responsibility

Courage Paul also Included

Justice

Wendy’s Giving Mantra: I pursue what is fair and morally right, namely to share and give to others. I am drawn to opportunities in my

local community that infuse dignity and compassion.

MOTIVATIONAL VALUES EXERCISE

Wendy’s Bottom values: spirituality,

recognition, innovation, personal growth,

opportunity, pleasure

Paul’s Bottom values: recognition, power,

spiritual growth, loyalty, obligation, tradition

Observation: Although this exercise didn’t clearly highlight a lot of overlap in top motivational values, your values do greatly complement

each other. You share an altruistic approach to giving that is motivated by clear goals for achieving both personal and community impact.

The off-set in top and bottom values is not a negative in this instance, but rather showcases your complementary values as a couple.

THE SEATTLE FOUNDATION

GIVING WITH GOALS™

REPORT BACK TO DONORS

Preferred Level of Impact: Currently, your investments have been primarily focused on building the capacity of service delivery organizations within communities, but you have expressed an interest in influencing systems and policy within Seattle’s education system. Analyzing your giving from the past three years, the majority of your giving (53%) has gone to investments within Education and Arts & Culture. Based on our discussions, you identified Arts Education as the specific area within the education system that you’d like to focus on. While you expressed a desire to make a significant change on a systems level, your philanthropy has felt most rewarding when you have seen the actual impact on people. You are most inspired when you can connect with others.

Community/ Organizational

Individuals

Systems/Policy change

Use Language that speaks to the donor

THE SEATTLE FOUNDATION

GIVING WITH GOALS™

NONPROFIT RESEARCH

Organization: Mary’s Place www.marysplaceseattle.org

Mary's Place is a drop-in day center for homeless women and is the only day

center in King County that welcomes women with children. Mary's Place

empowers and equips women with the tools to move out of homelessness.

$10,000 recommended grant amount Budget approximately $425,000

Site Visit scheduled for December 20th 11:00am

Specific funding opportunities at Mary’s Place:

Mary’s Place is about to open their first emergency overnight shelter for women

and children. While evening meals will be provided by volunteers as much as

possible, they are in need of funds for buying food for breakfasts.

BECU donated funds for a van for transporting the women and children to other

shelters when space is not available. They are now in need of funds to hire a

driver for about 20 hours per week, at a rate of $11/hour.

Current funding needs at the day center are for hiring additional employment and

housing staff. Whenever possible, they hire formerly homeless women and pay

$13/hour.

GO SEAHAWKS!

The Advancement Network (AdNet) is the networking and professional development

resource for community foundation professionals serving in fund development, philanthropic advisor and donor services roles.

Membership ($125 per person) includes: • Invitation to participate in AdNet annual conference • Professional development webinars • Opportunity to provide volunteer leadership to the AdNet steering committee and

support AdNet programs and services • Eligibility to vote annually for AdNet Steering Committee officers and members

Upcoming events: • Quarterly webinars – ideas under consideration: running successful campaigns;

strategies and approaches to securing large gifts • AdNet Conference tentative dates: October 18-19, 2014 in Cleveland

A LOOK AT WHAT’S AHEAD www.adnetcf.org

What do you want to see from AdNet in 2014 that would make your membership

meaningful to the work that you do?

Please email Lisa Jolley:

LJolley@columbusfoundation.org

A LOOK AT WHAT’S AHEAD

www.adnetcf.org