Transcript Framing our work
Framing our work for investors
Asia Pacific Regional Conference June 29, 2011 Ann Y. Fox VP, Individual Giving United Way Worldwide
How United Way Works
What will it take to become a United Way mobilizing for community impact?
Engage and align with the community Create & deepen relationships with individuals & institutions Develop strategies and focus actions Mobilize resources
If we wish to be effective, we will need to:
Align and execute on plans and strategies Measure, evaluate & communicate results Operate as an integrated and aligned organization Have the right skills, competencies & leadership
United Way Business Framework
How United Ways will grow resources to fuel the community impact model
Develop & implement
impact strategies
that improve lives Segment, prioritize, and understand
interests of investors
and build ongoing relationships with them Frame strategies as
investment products
and connect them to investor interests/aspirations Framing Impact Strategies as Investment Products 2011 3
United Way Business Framework
• You can’t set impact strategies without an eye to investor interests • You can’t simply respond to investor interests without an eye to the needs of the community • Products should be developed with both impact strategies and investor interests in mind Products The stool must have 3 legs.
Impact Strategies Framing Impact Strategies as Investment Products 2011 Investor Interests 4
Principles of Framing Impact Strategies as Investment Products
• Start with impact strategies needed to drive change in a focus area. • Set impact strategies with an eye to investor interests.
• Only sell issues or goals that you have strategies to support.
• Only sell a strategy you believe will work.
• Not every impact strategy, or its components, is a product that can be sold.
• Be prepared to show results Framing Impact Strategies as Investment Products 2011 5
Activity: Imagine Yourself as a Donor What kinds of things do you want to hear about from your United Way contact ?
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Framing Impact Strategies as Investment Products 2011 6
Investor Discovery Visits Can Help Us Define Benefits
Learn investor motivation.
Why would it matter to them?
Altruistic motives:
through philanthropy desire to help others
Task motives:
performance-focused reasons; e.g., increased quality, effectiveness or output; decreased costs
Personal motives:
human drivers of decisions; e.g., greater control, approval, recognition Framing Impact Strategies as Investment Products 2011 7
Why United Way?
What are your United Way’s unique abilities to deliver value to the community?
What are the specific roles your United Way will lend to the effort?
How are the potential roles aligned with your United Way’s competencies and mission?