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From Charity to Investment: Re-imagining the United Way CampaignJeff Edmondson, Managing Director
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Why Did the Decline Slow?
Community ImpactInvesting
What Can Reverse the Trend?
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THE CASE FOR MOVING FROM ANNUAL CAMPAIGNS TO
IMPACT INVESTING
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What we care about has changed
Dollars Raised
Annual Campaign
• Measured by activity – “how many companies participated”
• About numbers funded, not movement of outcomes
• Legacy gets in the way of innovation
First 95% of campaign has become almost
automatic
Remaining 5% of campaign remains most challenging
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Annual Campaign
Annual
Issue Based
Focus on # Served
Number of Programs Supported
Losing momentum with donors who
can give other ways
Multi-Year Commitments
Outcome Based
Measures Impact onthose Served (SROI)
Trendlines Improved
Gaining momentum with donors who
want to see impact
Impact Investing
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CULTURAL CHALLENGES AND POTENTIAL THREATS
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What are risks need to be addressed?Leaving the Cocoon of Traditional Campaign
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What are risks need to be addressed?
Shift in Capacity Needs
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What are risks need to be addressed?
Managing Expectations on Timelines
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PATH TO CHANGE
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BABY STEPS:
Program Side:• Convene leaders and hire a few new program staff• Agree on outcomes and form
collaboratives around priorities
R&D Side:• Incremental gains in campaign
target collaborative work• Keep annual commitment
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GIANT STEPS:
Program Side:• Focus work on outcomes and take clear
accountability with partners for impact• Focus on facilitating networks to use data
analytics led and provided by staff
R&D Side:• Build multi-year products for investors –
renewable based on achieving goals
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Transition Continuum
“Partnerships move at the speed
of trust.”
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Bottom Line: Community Impact investing
Is About Moving Dials
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Questions? Jeff [email protected]
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