Transcript United Way PowerPoint Presentation Template

Board Members Who Became Believers:
How they came to understand
Agenda
• Welcome
• Activity: Read profiles and discussion
• Review conclusions
• Meet the believers
• Activity: How to make believers in your community
• Believers Q & A
• Summary of learnings
• Comment on related resources
• Activity: Document ideas and complete Reflection Sheet
Board Members Who Became Believers
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The Work Of United Way
“WHAT”
Board Members Who Became Believers
“HOW”
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Board Members Who Became Believers
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Aardvark to Zephyr:
From Agency Allocations to Community Investments
United Way of Aardvark County
A traditional United Way
United Way of the Zephyr Region
One road to community impact
Recipients of Funds
• UW Aardvark allocates funds to:
• Family of agencies/programs
within broad goal areas
• UW Aardvark allocations to agencies
are based on:
• What they received last year,
changes in campaign
resources, program priority
rankings and proposals for
funding
• UW Zephyr invests funds in:
• Community-change strategies
• UW Zephyr invests in partner
agencies and others based on:
• Their roles in achieving these
strategies, return on
investments
Allocations/Investment Planning
• UW Aardvark started its planning with:
• Comprehensive communitywide needs assessment
Board Members Who Became Believers
• UW Zephyr started planning by:
• Engaging diverse community
stakeholders, partners, and
contributors to identify
significant community issues
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Aardvark to Zephyr:
From Agency Allocations to Community Investments
United Way of Aardvark County
A traditional United Way
United Way of the Zephyr Region
One road to community impact
Agency Relations
• UW Aardvark’s purpose as it relates to • UW Zephyr’s purpose is to:
agencies is:
• Improve lives
• To fund agencies
• UW Aardvark’s role as it relates to
• UW Zephyr’s role as it relates to
agencies is:
agencies is:
• Raising and distributing
• Funding agencies based on
funds to agencies
their role in achieving
strategies
Measurement
•
•
UW Aardvark’s focus on results is
limited to:
• Program outcome
measurement
UW Aardvark’s purpose for
measurement is:
• Monitoring agencies
Board Members Who Became Believers
• UW Zephyr’s focus on results
includes:
• Both program and community
outcomes are measured
• UW Zephyr’s purpose for
measurement is:
• Learning and improvement
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The Believers
• Christine Oberlink, Chair Elect, Board of Directors,
United Way of Palm Beach County
• Martin Torbert, Board member and Co-Chairperson,
Community Relations and Strategic Planning
Committee, Somerset County United Way
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United Way of Palm Beach County
Community profile
Palm Beach County population: 1.3 million
 United Way of Palm Beach County serves individuals and
families earning less than 60% of Annual Median County
Income or $31,400.
 13% of households earn less than $31,400.
 14.3% of families with children live in poverty -- earning
$14,000 for a family of two, and $21,200 for a family of four.
 Of these families, 47.9% are single-mother households.
 26% of Palm Beach County residents are seniors 60 years
of age and older. Of that population, 15% live below
poverty.
 18% of the total Palm Beach County population have a
disability.
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Prosperity Centers
Services
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VITA Program
Impact on County (2003 – 2006)
28,000 tax returns processed
$48 million returned to residents
$4 million saved in tax preparation fees (estimated)
$70+ million economic impact to county
– From a study by the University of Illinois at Chicago, Center for Urban &
Economic Development
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What convinced me
• Our Impact in the community.
• With Impact comes purpose.
• With purpose came focus.
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Somerset County United Way
Community profile
Somerset County New Jersey
• Total population of 315,000
• One of five most affluent counties in the nation with median
household income of $91,000
• Poverty rate of 4%
• Income needed to meet basic living expenses for families
with children estimated to be at least $40,000 (one child)
up to $60,000 (three children)
– 8,000 families with children in Somerset County have
incomes below that level
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What convinced me
“Today, the top 20% of households control nearly 85% of the
country’s wealth, while the share owned by the bottom 60%
has fallen to just over 4%! The nation’s poor and middle class
are working harder, yet they’re falling farther down the
economic ladder.”
–Brian Gallagher
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While giving to philanthropy has increased . . .
Billions of $
4.2%
320
283.05
280
295.02
259.02
229.71 231.08 231.54
240
236.28
202.74
200
162.99
139.10
160
1.0%
176.80
121.69
120
101.55
88.66
133.40 130.48
128.70 128.41
2000
2002
137.12
144.93 146.34
108.47
80
40
0
1996
1997
1998
Source: Giving USA 2007
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1999
2001
Current $
2003
2004
2005
2006
Inflation-Adjusted $
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. . . United Way campaigns have been flat . . .
Billions of $
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3.77
3.91
3.95
3.71
3.58
3.5
3.25
+0.4% +0.7%
3.59
+1.6%
3.63
3.61
3.69
3.40
3
2.5
2.07
2.12
2.19
2.26
2.27
-2.6%
2.23
2.06
2
-1.6%
1.95
1.91
1.86
1.83
2003
2004
2005
2006
1.5
1
1996
1997
1998
Source: UWA Research
Making the Case for Change
1999
2000
2001
Current $
2002
Inflation-Adjusted $
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. . . and giving to United Way campaigns as
a percentage of all philanthropy is falling
Percent
3.0
2.8
2.6
2.4
2.2
2.0
1.8
1.6
1.4
1.2
1.0
2.34
1996
2.09
2.02
1.86
1.70
1.71
1.60
1.52
1.39
1.28
1997 1998
1999 2000
2001 2002
2003 2004
1.26
2005 2006
Source: Giving USA 2007 and UWA Research
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What convinced me (Part II)
• Donor interests are shifting
• Donors want more control, more accountability for visible
results
• Traditional role doesn’t differentiate us in donors’ minds
• “One campaign for all” and middle-man role (We know
where your money will do the most good) no longer as
valued
- Making the Case for Change presentation
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Overall themes
• Speak to board members using research and metrics as your map
• Use the message that it’s evolution, not revolution (remove the
safety net), more about “building on the shoulders of giants”
• Over-communicate to citizens/agencies/board/government
• Strong board participation is needed to transform United Way into a
"general contractor" of measurable social issue solutions
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Related Resources
• Ogre Story
• The Dane County Transformation Diary
• Making the Case for Change
• Aardvark to Zephyr
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