Creating a Blueprint for NCCF Affiliate Success. Why is this work necessary? To achieve greater...

Creating a Blueprint for NCCF Affiliate Success

Why is this work necessary?

To achieve greater impact in our local communities and together achieve greater collective impact across the state.

Growth and development of each affiliate is critical to success.

NCCF able to identify common needs for training and technical assistance among the affiliates.

Creating a Blueprint for Affiliate Success

The Road to Today

Futures Committee Conclusions

NCCF is committed to providing access to a local community foundation across the state, particularly in our rural communities. This access is primarily provided through the Foundation’s affiliates. The Futures Committee recognizes that the affiliates provide the Foundation with unique strength and opportunity, as well as unique challenges.

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Futures Committee Conclusions

The Committee is committed to the continued growth of the Foundation, and to ensuring its products and services are attractive to, and inclusive of, the changing demographics of the state it serves. The Committee also recognizes that the changing economic and donor climate necessitate a review of the Foundation’s underlying structure and economic model in order to ensure the Foundation is best positioned to deliver on its promise to its constituents.



NCCF Affiliate Impact Committee

Affiliate Impact Committee Purpose

To develop metrics to enable NCCF and its affiliates assess the effectiveness and financial health of NCCF’s affiliates.The “Blueprint for Affiliate Success” is the result of this focus.



NCCF Affiliate Impact Committee Work To Date

Affiliate “Listening Tours” (September, 2013)Presentation at Affiliate Mtg. (October, 2013)Meeting with Regional Associates (December, 2013)Affiliate Surveys Conducted (Dec, 2013-March, 2014)NCCF Financial Data analyzedFour meetings of the Committee



49 affiliate boards participated in survey exercises in all 8 regions.

Affiliate Impact Committee very pleased and appreciative with this response!

NCCF Affiliate Impact Committee Work to Date

10 9 8 7 6 5 4 3 2 1 00

5

10

15

20

25

30

35

Q3Q2bQ2aQ1

Overall Range of Responses

6.0

9.0

3.5

4.0

7.0

8.0

3.0

3.0

Red: Median Affiliate Score

Green: Affiliate Score

Affiliate Impact Committee strong recommendation - continue on path of continuous board engagement, education, and buy-in with local affiliate boards.

Shared the draft Blueprint/questions with 8 affiliates (one per region) and gathered additional feedback.

NCCF Affiliate Impact Committee Work to Date

Blueprint Feedback

Affiliate boards appreciated the opportunityProvided opportunity for discussion of key issues/rolesProvided additional opportunity for board educationHelped uncover potential new board leadersInspired questions about a variety of topics, but

particularly around NCCF financial structure



NCCF Financial Data Analysis


Revenues SummaryAdmin Fees 2,000,000 NCCF Endowment 670,000 Other 80,000 Total Revenues 2,750,000




NCCF Activities and Cost

NCCF Major Activities CostSupport & Grow Affiliate Boards 850,000 Administration of Grants & Scholarships 610,000 Donor Engagement 410,000 New Fund Development 330,000 Other Service Activities 60,000 Statewide Partnerships 60,000 Administration/Overhead 440,000 Total Annual Cost 2,750,000 Notes:Average Annual Cost Per Affiliate ($2,750,000/60) 46,000Average Fund Balance in “Family of Funds” Needed to Support Cost 4,200,000



$2.75M annual budget73% of revenue comes from fees (within national range

of 65%-75%) Operating Endowment provides majority of remaining

revenue9 affiliates are at or above “break even” in fee revenueNCCF needs additional infrastructure investments



Helps each affiliate assess where they are with 4 major areas of their work

Help affiliates create and track annual goalsHelp focus the work of the NCCF Regional Associate and

NCCF by identifying common needs across the network


Benchmark Questions As a Focus of Ongoing Planning

Implementation will take timeProvides a way to quantify effectiveness and

sustainability of affiliateRequires affiliate to take responsibility for its future

successRequires NCCF to ensure it uses its resources most

effectively/efficiently to ensure affiliate success



Key Success Indicators

Developing a strong and committed board that is representative of the community it serves

Inspiring and promoting local philanthropy to grow assets and the affiliate “Family of Funds”

Conducting an effective grantmaking program for greatest impact

Demonstrating leadership as a catalyst or convener for pressing community needs



What is the plan for moving forward?

Share Blueprint at Fall Regional Forums and get feedbackRefine benchmark questionsImplement Blueprint with questions in January 2015


Our Work Today

Spend 5 minutes alone reviewing the document and select the 1 question in each of the 4 major areas that could become the initial “benchmark questions” for your affiliate.

Share and record questions from each group, along with rationale as to why each is important.


Creating a Blueprint for NCCF Affiliate Success. Why is this work necessary? To achieve greater...

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