Social Investing Presentation Impact Roundtable
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Transcript of Social Investing Presentation Impact Roundtable
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Social Investing & Business:Social Investing & Business:
Can you afford NOT to do it?Can you afford NOT to do it?
Casey Rogers, Janis Minton ConsultingCasey Rogers, Janis Minton Consulting
Lee Schwing, CIO, CTO, & Senior IT ExecutiveLee Schwing, CIO, CTO, & Senior IT Executive
IMPACT Roundtable PresentationIMPACT Roundtable Presentation
July 10, 2009July 10, 2009
The Third SectorThe Third Sector
__ 501c3 501c3 –– Tax Exempt Organizations Tax Exempt Organizations
!! GrantseekingGrantseeking and and GrantmakingGrantmaking entities entities
__ Charity vs. Strategic PhilanthropyCharity vs. Strategic Philanthropy
!! Fill gapsFill gaps
!! Fund innovationFund innovation
__ Corporate Social InvestingCorporate Social Investing
!! Invest in community with benefit to corporationInvest in community with benefit to corporation
!! E.g., Aerospace & math and science curriculumE.g., Aerospace & math and science curriculum
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What Social InvestorsWhat Social Investors
Should Look For:Should Look For:
__ Meeting a NeedMeeting a Need
__ Strong LeadershipStrong Leadership
__ Financially SoundFinancially Sound
__ Board Strength and CommitmentBoard Strength and Commitment
__ Measure ImpactMeasure Impact
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Women for Women InternationalWomen for Women International
__ NEED: 1993 NEED: 1993 –– rape used as tool of war in Bosnia; rape used as tool of war in Bosnia;
women needed to rebuild their liveswomen needed to rebuild their lives
__ LEADERSHIP: LEADERSHIP: ZainabZainab SalbiSalbi
__ FINANCES: FY05 $12 M budget; 70% individuals,FINANCES: FY05 $12 M budget; 70% individuals,
20% grants, 10% program revenue20% grants, 10% program revenue
__ BOARD: Governing and Advisory (100% give)BOARD: Governing and Advisory (100% give)
__ IMPACT: $24 M loaned to 55,000 women in 10IMPACT: $24 M loaned to 55,000 women in 10
countries = 300,000 beneficiariescountries = 300,000 beneficiaries4
IMPACTIMPACT
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HereHere’’s What Matters:s What Matters:
How You Give, Not How MuchHow You Give, Not How Much
__ With every investment, there should be:With every investment, there should be:
!! Passion for the causePassion for the cause
!! Involvement with the organizationInvolvement with the organization
!! Desire to be educated about the issuesDesire to be educated about the issues
!! Willingness to be an advocateWillingness to be an advocate
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A Closer Look: IndiaA Closer Look: India
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Third Millennium
Awakening
Clean Water Project 2009Clean Water Project 2009
NimboliNimboli, India, India
Third Millennium Awakening at TMASeva.org 9
Mission StatementMission Statement
__Third Millennium Awakening (TMA) Third Millennium Awakening (TMA) is ais a501(c)3 nonprofit corporation dedicated to501(c)3 nonprofit corporation dedicated touplifting the quality of life in impoverisheduplifting the quality of life in impoverishedareas of the Thane District, Maharashtra State,areas of the Thane District, Maharashtra State,India.India.
__Our goal: Our goal: offer human and materialoffer human and materialresources to help alleviate the oppressiveresources to help alleviate the oppressiveburdens of hunger, poverty, and disease, and,burdens of hunger, poverty, and disease, and,in doing so, bring hope and inspiration toin doing so, bring hope and inspiration toindividuals and communities.individuals and communities.
Third Millennium Awakening at TMASeva.org 10
TMA HQ in IndiaTMA HQ in India
Nimboli VillageThane District
Maharashtra State
Third Millennium Awakening at TMASeva.org 11
Best PracticesBest Practices
__ Needs assessmentNeeds assessment
__ Project planProject plan
!! Use of local resourcesUse of local resources
!! Education of villagersEducation of villagers
!! Evaluation of projectEvaluation of project
__ SustainabilitySustainability
NEEDS ASSESSMENTNEEDS ASSESSMENT
Third Millennium Awakening at TMASeva.org 12
Third Millennium Awakening at TMASeva.org 13
Needs AssessmentNeeds Assessment
__ 21% of communicable diseases in India are21% of communicable diseases in India are
related to unsafe drinking water.related to unsafe drinking water.
__ In India, diarrhea alone causes more than 1600In India, diarrhea alone causes more than 1600
deaths each day and approximately 400,000deaths each day and approximately 400,000
deaths in children under 5 each year.deaths in children under 5 each year.
__ Doctors (both private and governmental) in theDoctors (both private and governmental) in the
NimboliNimboli area confirmed that diarrhea and other area confirmed that diarrhea and other
waterborne disease run rampant throughout thewaterborne disease run rampant throughout the
countryside.countryside.
Third Millennium Awakening at TMASeva.org 14
Providing Pure Water HelpsProviding Pure Water Helps……
__ Decrease infant mortalityDecrease infant mortality——giving babies agiving babies a
chance to grow up.chance to grow up.
__ Increase school attendanceIncrease school attendance——helping childrenhelping children
escape from poverty.escape from poverty.
__ Enable adults to maintain jobsEnable adults to maintain jobs——providingproviding
adequate income for families.adequate income for families.
__ Reduce incidence of diarrhea inReduce incidence of diarrhea in
elderselders——preventing untimely deathspreventing untimely deaths
Third Millennium Awakening at TMASeva.org 15
NimboliNimboli Sources of Drinking Water Sources of Drinking Water
__ Tap water availableTap water available
for 1 hour dailyfor 1 hour daily
__ The riverThe river
__ Contaminated wellsContaminated wells
PROJECT PLANPROJECT PLAN
Third Millennium Awakening at TMASeva.org 16
Third Millennium Awakening at TMASeva.org 17
Project PlanProject Plan
Three-pronged project plan:Three-pronged project plan:
__ Educate villagers on importance of cleanEducate villagers on importance of clean
drinking water and good hygienedrinking water and good hygiene
__ Provide Provide biosandbiosand water filters to families and water filters to families and
institutionsinstitutions
__ Conduct pre and post surveys to determineConduct pre and post surveys to determine
effectiveness of programeffectiveness of program
Third Millennium Awakening at TMASeva.org 18
EducationEducation
TMA provides education on clean water andTMA provides education on clean water and
hygiene at the individual and group levels.hygiene at the individual and group levels.
__Flyers are distributed discussing the importance ofFlyers are distributed discussing the importance of
drinking clean water.drinking clean water.
__Meetings are held with groups of villagers toMeetings are held with groups of villagers to
provide information on the importance of pure waterprovide information on the importance of pure water
and good hygiene.and good hygiene.
__At least one member of a family receiving a filter isAt least one member of a family receiving a filter is
instructed on filter use and maintenance as well asinstructed on filter use and maintenance as well as
proper water storage.proper water storage.
Third Millennium Awakening at TMASeva.org 19
BiosandBiosand Water Filter Water Filter
__ Appropriate for home useAppropriate for home use
__ Locally produced usingLocally produced using
materials that are readilymaterials that are readily
availableavailable
__ Inexpensive to make and costInexpensive to make and cost
nothing to operatenothing to operate
__ Require very little maintenanceRequire very little maintenance
__ Highly effective at eliminatingHighly effective at eliminating
water impuritieswater impurities
Third Millennium Awakening at TMASeva.org 20
BiosandBiosand Water Filter Water Filter
The filter is simply aconcrete container,
enclosing layers of sandand gravel which trap
and eliminate sediments,pathogens and otherimpurities from the
water.
Production of FiltersProduction of Filters
__ ManufacturedManufactured
locally withlocally with
materials that arematerials that are
readily available.readily available.
__ All employees areAll employees are
residents of theresidents of the
NimboliNimboli area. area.
Third Millennium Awakening at TMASeva.org 21
Production of FiltersProduction of Filters
Third Millennium Awakening at TMASeva.org 22
Third Millennium Awakening at TMASeva.org 23
Distribution of Filters
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Water Filter FamiliesWater Filter Families
Nimboli, IndiaThird Millennium Awakening at TMASeva.org
Third Millennium Awakening at TMASeva.org 25
Measuring Impact of ProjectMeasuring Impact of Project
__ Pre and post surveys are conducted askingPre and post surveys are conducted asking
questions about health (pre & post) andquestions about health (pre & post) and
filter use (post only).filter use (post only).
__ Analysis of data on first 70 filters indicatedAnalysis of data on first 70 filters indicated
a significant decrease in the incidence ofa significant decrease in the incidence of
diarrhea and other waterborne diseases.diarrhea and other waterborne diseases.
Third Millennium Awakening at TMASeva.org 26
Responses to Clean DrinkingResponses to Clean Drinking
WaterWater
__ River water is always muddy and dirty butRiver water is always muddy and dirty but
after after filterizationfilterization, water convert into safe,, water convert into safe,
crystal clear like mirrorcrystal clear like mirror……
__ We get clean, clear, sweet, chilled, pureWe get clean, clear, sweet, chilled, pureand safe water as compared to publicand safe water as compared to public
outdoor tap and river water.outdoor tap and river water.
__ Filter is like round oFilter is like round o’’clock doctor who saveclock doctor who save
us from waterborne disease.us from waterborne disease.
SUSTAINABILITYSUSTAINABILITY
Third Millennium Awakening at TMASeva.org 27
Fire Mountain Retreat CenterFire Mountain Retreat Center
Third Millennium Awakening at TMASeva.org28
In 2007-2008, TMA built the Fire Mountain RetreatIn 2007-2008, TMA built the Fire Mountain Retreat
Center in Center in NimboliNimboli India. The Center has space for India. The Center has space for
30 people in its main building while a small house30 people in its main building while a small house
can be used for the group leader.can be used for the group leader.
The jewel of the Retreat Center is a geodesicThe jewel of the Retreat Center is a geodesic
dome thatdome that’’s useful for meetings, s useful for meetings, HathaHatha Yoga Yoga
practice, and meditations. Proceeds from centerpractice, and meditations. Proceeds from center
rentals will be used to fund TMA projects.rentals will be used to fund TMA projects.
Two-Story Main BuildingTwo-Story Main Building
Third Millennium Awakening at TMASeva.org29
Geodesic Dome forGeodesic Dome for
MeetingsMeetings
Third Millennium Awakening at TMASeva.org 30
Small House forSmall House for
Group LeaderGroup Leader
You can help themYou can help them……
Reach us atReach us at……..
Website: Website: tmaseva.orgtmaseva.org
e-Mail: [email protected]@tmaseva.com
Third Millennium Awakening at TMASeva.org 31
A Closer Look: Los AngelesA Closer Look: Los Angeles
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Homeboy IndustriesHomeboy Industries
__ NEED: 1992; NEED: 1992; ““Jobs Not JailJobs Not Jail””
__ LEADERSHIP: Fr. Greg BoyleLEADERSHIP: Fr. Greg Boyle
__ FINANCES: FY08 budget $9 M; 65%FINANCES: FY08 budget $9 M; 65%
individuals and grants, 25% earned income,individuals and grants, 25% earned income,
10% other10% other
__ BOARD: Business and communityBOARD: Business and community
__ IMPACT: 12,000 served annually, 2/3 gangIMPACT: 12,000 served annually, 2/3 gang
involved; jobs, mental health services, involved; jobs, mental health services, tatootatoo
removal, etc.removal, etc. 33
The Third Sector: 2009The Third Sector: 2009
__ Downsizing staff/services; needs increaseDownsizing staff/services; needs increase
__ Loss of foundation assets; giving decreasesLoss of foundation assets; giving decreases
__ Mergers and some non-profits closing their doorsMergers and some non-profits closing their doors
__ Time for innovationTime for innovation34
Responding to Social NeedsResponding to Social Needs
in the Current Climatein the Current Climate
__ CommunicateCommunicate
__ Be CreativeBe Creative
__ Power of the IndividualPower of the Individual
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Thank YouThank You
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Contact Information:
_ Casey Rogers:[email protected], 310-829-4771
_ Lee Schwing:[email protected], 310-569-7108