Transcript Alaska Giving Coaltion

Alaska Giving Coalition
The Alaska Giving Coalition

A loose affiliation of nonprofit organizations,
Alaska Funders, and individuals who are
interested in working together to grow
philanthropy in Alaska.
 The Coalition seeks to provide an opportunity to
grow giving in Alaska by coming together as a
group to do something larger than what any one
of our organizations or individuals can do alone.
 Our hope is that each organization will continue
to work actively in their own right on activities
that grow philanthropy and also come to the
table to work with the whole coalition collectively.
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AK Giving Coalition History to Present
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Spring 2005, Tracy Gary attended a Funders Group meeting
and discussed the topic of growing philanthropy in Alaska.
Two discussions stemmed from that meeting:
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At the same time:
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1) how or if to solidify the informal structure of the Funders Group
into a more formal structure
2) how to create a philanthropic effort across the state to grow
philanthropy.
Association of Fundraising Professionals, Alaska Chapter was
forming a taskforce to convene regarding a marketing campaign to
encourage and grow philanthropy
Foraker Group boards where continuing to look at its original and
on-going goal to grow philanthropy
Alaska Community Foundation was applying and subsequently
received funds to grow their capacity in an effort to grow
philanthropy.
Each of these organizations and many others have had a
positive impact on raising the level of professionalism, skills
and understanding of giving throughout Alaska.
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 It
was clear to all the groups that
a collaborative effort where other
groups and individuals were
invited “to the table” would yield a
more sustainable long-term effort
that could have multiple strategies
and one common goal to grow
giving in Alaska
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AK Giving Coalition History to Present

The Coalition was born. The initial invitation list consisted
of AFP, Foraker statewide Boards, Alaska Funders Group
and individual philanthropists.
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Task force committees were created and then recreated to
define recommendations for the full coalition.
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30 individuals have actively participated in the task force meetings.
Every reasonable effort will be made to expand the discussion to
various stakeholders and interested persons at pre, post and during
each meeting.
A website page was created off of the Foraker Group
website and a list serve was created.

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The invitation list was not intended to be exclusive, but simply an
effort to bring a first round of people into a collaborative discussion.
Currently nearly 200 people from across the state have signed up
to stay informed about the work of the Giving Coalition.
Laurie Wolf from the Foraker Group is staffing the process.
Jim Caldarola is the Chair of the process.
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Three goals of the coalition
The Coalition is committed to:
1.
2.
3.
Encouraging high levels of cash giving to
nonprofits
Encouraging more people to become
donors
Raising the level of awareness about the
power of giving for Alaska communities
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Focus on Cash Giving
 While
all forms of giving are important
including time, planned or estate and
inkind gifts,
 The
coalition agreed to focus on
cash giving only
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What the coalition is not…
The coalition is not about individual organization’s
strategies or tactics to raise money
 The coalition is not a funding entity
 Being a part of the coalition does not guarantee
you funding from any particular source
 Being a member of the coalition means that
you/your organization have a commitment to the
greater effort to create a culture of giving in
Alaska


There will be opportunities created by the coalition for
individual agencies to get involved and benefit from the
tools and messages of the coalition.
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The Task forces
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Branding: Create a sustained public relations
effort to act as an umbrella to all the activities
provided for the 3 market groups.
Youth
Nesters:
Active Community investors
Finance: committed to creating a tactical
development plan to drive the funding efforts for
the coalition (reactivation on 6/1/06)
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Progression of a donor through the
three target strategies
Youth: Learning about
community investment.
Learning about
philanthropy. Gaining skills
Nesters: people in the stage in
their life where they are putting
down roots in Alaska. Past
giving has been less than
strategic. Desire to get
connected to community and
take their giving to a more
strategic level
Community Investors: donors who are
interested in engaging in social
investment. Demands more accountability,
transparency and communication from
organizations
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Target strategies help to strengthen
nonprofits

The Giving Coalition is just as much about raising
the level of awareness about giving in Alaska as it
is about nonprofits improving their
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Accountability (solid governance/leadership)
Transparency of information (financial & mission impact)
Communications with donors (impact and recognition)
Each effort of the coalition will include tools to help
nonprofits build a culture within their organization to
have sustainable relationships with donors.
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Goals for this Meeting
 The
taskforce groups have worked hard
for the last many months to research the
best approaches to grow giving in Alaska
 This meeting is an opportunity to hear their
recommendations and add your thoughts
and ideas for strengthening these
strategies
 The goal at the end of day two is to move
these recommendations into strategic
action.
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Agenda
 Day
1: Building Common Ground
 Day 2: Strategic Discussion and Decisions
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Introductions
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Lessons Learned: Tracy Gary
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5 Frames for our Discussions
Coalition Values
 (1)
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Inclusion:
Everyone can be a philanthropist
The coalition will be about choice and making
philanthropy accessible
There is a place at the table for everyone as a
donor
It is about your commitment and responsibility
to give back to your community
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5 Frames for our Discussions
Coalition Values
 (2)
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Urban/rural inclusion:
Our state is enriched by our diversity of urban
and rural
There are differences in culture
The coalition efforts must be culturally
competent and relevant
We must define and use common language
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5 Frames for our Discussions
Coalition Values
 (3)
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Collaborations:
We are working from a model of abundance
not limitation
• The potential for philanthropic growth is unlimited.
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The efforts of the coalition are for the greater
good, not for a single organizational gain
Giving is good. It isn’t about where you give
its about why you give
Its about opportunities. Our job in the
coalition is to create opportunities for social
investment. Give through an organization, not
to one
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5 Frames for our Discussions
Coalition Values
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(4) Community impact:
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The coalitions work is long-term
Creating a culture of giving is the long term outcome
Imagine the community impact if we could raise the
level of awareness and increase the level of personal
investment in communities
Imagine successful public private partnerships
Imagine increased individual responsibility to the
things they care about
Nonprofit sector has a responsibility to the donor
community and to the mission and impact our
organizations have on community.
• Nonprofits need to show a high level of accountability,
transparency and open communication.
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5 Frames for our Discussions
Coalition Values
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(5) Sustainability:
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The coalitions work is long-term.
To be sustainable…
 The coalition must have “enough”
unrestricted dollars to both launch
and sustain the goals and activities
of the coalition.
 There must be a level of human
capacity both in term of coordination,
implementation and leadership to
facilitate the efforts of the coalition.
There must be trust, transparency
and communication to form a
balance between and among the
partners.
 The coalition must Focus its efforts
on creating a culture of giving and
not “drift.”
 Collaboration is essential to success
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Human Capacity
Unrestricted
Dollars
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Collaboration
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© The Foraker Group
Small Group Round-Robin
 Groups:
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Inclusion
Urban/rural inclusion
Collaborations
Community impact
Sustainability
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Key Challenges
Ideas
Resources
Strengths
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Report Back Observations
Wrap Up
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Day 2
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Introductions
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Three goals of the coalition
The Coalition is committed to:
1.
2.
3.
Encouraging high levels of cash giving to
nonprofits
Encouraging more people to become
donors
Raising the level of awareness about the
power of giving for Alaska communities
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Focus on Cash Giving
 While
all forms of giving are important
including time, planned or estate and
inkind gifts,
 The
coalition agreed to focus on
cash giving only
7/18/2015
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What the coalition is not…
The coalition is not about individual organization’s
strategies or tactics to raise money
 The coalition is not a funding entity
 Being a part of the coalition does not guarantee
you funding from any particular source
 Being a member of the coalition means that
you/your organization have a commitment to the
greater effort to create a culture of giving in
Alaska


There will be opportunities created by the coalition for
individual agencies to get involved and benefit from the
tools and messages of the coalition.
7/18/2015
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The Task forces





Branding: Create a sustained public relations
effort to act as an umbrella to all the activities
provided for the 3 market groups.
Youth
Nesters:
Active Community investors
Finance: committed to creating a tactical
development plan to drive the funding efforts for
the coalition (reactivation on 6/1/06)
7/18/2015
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Progression of a donor through the
three target strategies
Youth: Learning about
community investment.
Learning about
philanthropy. Gaining skills
Nesters: people in the stage in
their life where they are putting
down roots in Alaska. Past
giving has been less than
strategic. Desire to get
connected to community and
take their giving to a more
strategic level
Community Investors: donors who are
interested in engaging in social
investment. Demands more accountability,
transparency and communication from
organizations
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Target strategies help to strengthen
nonprofits

The Giving Coalition is just as much about raising
the level of awareness about giving in Alaska as it
is about nonprofits improving their




Accountability (solid governance/leadership)
Transparency of information (financial & mission impact)
Communications with donors (impact and recognition)
Each effort of the coalition will include tools to help
nonprofits build a culture within their organization to
have sustainable relationships with donors.
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Task force Presentations
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Youth
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Youth Taskforce Goal:
To increase philanthropic knowledge,
experience/skills and behavior among Alaska’s
youth,
so they may become adults who understand and
appreciate philanthropy as a core democratic
value and are empowered to engage in civic life.
To strengthen Alaska’s nonprofit sector by
equipping more youth to become active
participants—as donors, volunteer leaders and
professional staff--in the work of nonprofit
organizations in communities statewide.
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Youth Taskforce
Core Recommendations:
Initiate use of Learning to Give curriculum in
Alaska middle schools
Establish new Youth Advisory Councils
(YAC’s) in communities throughout the state
– Finding partners
– Creating curriculum/tool kits
– Facilitate training
– Networking opportunities for statewide
participants
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Components of a YAC
Young people who promote philanthropy & improve the
quality of life for youth in their area through a giving
process.
Increases knowledge
– Defining philanthropy and fund development
– History and role of the nonprofit sector in the US and in
community
– The ethics of the philanthropic sector and fund development
Build Skills
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How to be a good volunteer
How to implement a community service project
How to serve on a board
How to raise philanthropic dollars and how to give it away
How to be a community decision makers or take philanthropic
action
Create/foster an Attitude
– Commitment to volunteering, raising money, donating money
– Commitment to engaging in civic life for the common good
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Components of a YAC
Share/Build community values
– Caring about he unknown “other” or common good
– Willingness to share resources, serve as steward of
resources and ask for volunteer and financial help for
worthy causes
– Motivation to act to improve the world through
appropriate citizen action, to voice opinions and
engage in civil discussion
– Determine their own life long giving of time, talents
and treasures for the common good
Examples already in use:
– Homer Foundation, Bethel Community Service’s
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Members of a YAC
A group of young people who bring a unique
perspective to youth related grant making
Young people who know community issues that
affect youth
Members issue “requests for proposals” that
address issues that affect youth
Members evaluate the proposals they receive
and work together to make group decisions
about which programs to fund
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About Learning to Give
Started in 1997
K-12 curriculum lessons, units and materials on
philanthropy
Written, field tested, implemented and disseminated by
The Council of Michigan Foundations and 13 collaborating
leaders in education, volunteerism,nonprofit leadership
Lessons, units and materials contain both academic
content about philanthropy and skill development activities
which involve students in giving and serving their
communities
Endorsements include from:
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–
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American Federation of Teachers
--Council on Foundations
Center for Civic Education
--Independent Sector
Assoc. of Fundraising Professionals
--National Middle School Assoc.
Educators for Social Responsibility
--National School Boards Assoc.
National Assoc. of Secondary School Principals
Assoc. for Supervision and Curriculum Development
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The Learning to Give: major components
A teacher-based and grassroots effort which increases
authenticity
Curriculum infused into the core academic content
courses
Teaching both about philanthropy (academic content) and
philanthropy (personal commitment
Utilization of computer technology for communication on
many levels
Access to all materials by all educators without copyright
concerns
Local advisors with ties to state and national networks
College of education involvement from pre-service
teachers to master’s degree students
Multiple dimensions, networks, and strategies for
dissemination
Website: www.learningtogive.org
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Target Audience
Primary Target Audience
– Alaska middle- and high-school students
– Community organizations that serve as program
“hosts”
Secondary Target audience
– Alaska adults (family members, teachers, and others)
and peers in the lives of participating students
– Non-profit organizations statewide
– Prospective funders and grantees
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Deliverables Year 1-3
Coordinating Group representing youth and communitybased organizations throughout the state
Consultation with Association of Fundraising
Professionals’ Youth In Philanthropy Task Force and
current Learning to Give curriculum users nationwide
Consultation with current YAC (participants and hosting
organizations) in Alaska and nationwide.
Presentation development and resource materials for
delivery to prospective participating organizations in
urban and rural Alaska communities
Training and evaluation plan for identified curriculum
presenters and YAC hosting organizations
Coordinate with existing trainers for YAC curriculum
delivery
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Theory of Change- Youth
Alaska youths who learn why and how to
practice philanthropy will become thoughtful
adult donors of time, talent and treasure in
Alaska (and other) communities.
As more Alaska youths become educated about
philanthropy’s important role in society,
peripherally so will the adults in their lives.
Across the state, a greater number of Alaska
citizens will become part of the tradition of
private citizens working for the common good.
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Nesters
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Nesters Taskforce Goal:
 Utilize giving circles as a way to engage
25-45 year old Alaskans in more strategic
philanthropy.
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Target Audience
 Target audience
 Alaskans aged 25-35 who are already making
donations at some level, but who are not
making significant or strategic donations.
 Secondary Audience
 Nonprofit organizations which could benefit
from giving circles – particularly in the “handoff” from giving circle to donor cultivation.
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Components of a Giving Circle
 Increases knowledge
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Community issues/concerns
Nonprofit response to issues/concerns
Public and private partnerships engaged in social investment
Defining philanthropy and fund development
The ethics of the philanthropic sector and fund development
 Build Skills
 How to serve as part of a team
 How to raise philanthropic dollars and how to give it away
 How to be a community decision makers or take philanthropic
action
 Create/foster an Attitude
 Commitment to raising money, donating money
 Commitment to engaging in civic life for the common good
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Components of a Giving Circle
 Share/Build community values
 Caring about he unknown “other” or common
good
 Willingness to share resources, serve as
steward of resources and ask for volunteer
and financial help for worthy causes
 Motivation to act to improve the world through
appropriate citizen action, to voice opinions
and engage in civil discussion
 Determine their own life long giving of time,
talents and treasures for the common good
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What is a Giving Circle?
 A group of people who come together
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around a common issue/concern
Diverse ability to financially participate
Interested in being more strategic in their
annual giving
Interested in meeting new people
Interested in learning about the
issue/concern in a more in-depth manner
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Task force role in Giving Circles
 Establish Giving Circles in communities
throughout the state
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Defining issue groups
Finding leaders
Creating curriculum/tool kits
Facilitate training
Networking opportunities for all participants
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Success in Year 1
 Establish a task force to
 promote giving circles to individuals
 Educate nonprofit community about the role of
giving circles
 Develop a “trainer” or “mentor” curriculum to
support giving circles,
 Pilot at least three giving circles
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Theory of Change- Nesters
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For 25-35 year olds, giving circles based on
interest areas help people to “discover their
passion” and start to identify the community
programs and issues that really matter to them
and start building a habit of giving.
For 35-45 year olds, giving circles can
encourage people to “support their passion” –
the research and discussion that precedes
decisions about which organizations to
support, and the larger gifts made possible by
giving circles help teach the value of strategic
philanthropy.
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Active Community Investors
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Community Investors
Taskforce Goal
Promote the 1% Club model in Alaska
(www.onepercentclub.org)
 Encourage individual donors to increase
philanthropy in their community
 Specifically to enlist people to a new standard of
giving– to contribute 1% or more of net worth annually, or

– 5% of income,
– whichever is greater,
– to the tax-deductible cause(s) of their choice.
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Components of 1% Club

Increases knowledge
– Strengthen connection to individual organizations where they are
an investor
– Impact of their giving

Build Skills
–
–
–
–
–

How to be a good volunteer
How to implement a community service project
How to serve on a board
How to raise philanthropic dollars and how to give it away
How to be a community decision makers or take philanthropic
action
Create/foster an Attitude
– Commitment to volunteering, raising money, donating money
– Commitment to engaging in civic life for the common good
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Components of 1% Club
 Share/Build
community values
– Caring about he unknown “other” or common
good
– Willingness to share resources, serve as
steward of resources and ask for volunteer
and financial help for worthy causes
– Motivation to act to improve the world through
appropriate citizen action, to voice opinions
and engage in civil discussion
– Determine their own life long giving of time,
talents and treasures for the common good
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Target Audience

Target audience
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–

Current donors who have the capacity to increase
their investment.
Nonprofit organizations who have the capacity to
engage in donor development.
Secondary Audience
–
–
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People who have not yet made a social investment
in their communities but want to make an impact
with their gift(s).
Nonprofit organizations who do not yet have the
capacity to engage in donor development, but want
to start to make the transition.
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1% Members
 Are
committed givers who are actively
concerned about the quality of life in their
community
 Come from diverse backgrounds
 Engaged to use their wealth to improve or
enrich their communities and the world.
 Find great personal reward in giving back–
social investors
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Why 1%?
 Members
find that the 1% pledge of net
worth (including surplus income and
earning assets) is a very manageable
guideline - or benchmark -for giving
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Why 1% Model?
 Studies
show the potential for Alaska
donors to give is untapped. This model
has proven to be successful with Alaska
donors in helping them increase their
social investments.
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Who distributes the money?
 You
do.
 The One Percent Club does not collect or
distribute donations.
 Instead, we provide tools and resources
so donors can make informed decisions
about the charities they give to.
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Success in Year 1: Outcome
 community
investors are asking
critical questions about their
investment and demanding results
from the nonprofits they partner with.
 Primary audience nonprofits including
(AFP, Foraker Group, Community
Foundation(s), United Way(s),
Planned Giving Association) believe
in the 1% model as “the standard”
and are willing to utilize the language.
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Success in Year I: Outputs

Design Alaska model of 1% Club.- whole package
– Create the tools for “testing” for individual donors
– create tool kit for nonprofits to help frame and communicate
their impact in terms of social investment, accountability,
transparency




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
Launch materials on web by no later than January 2007
Create a process for coalition partners to gain access to
materials (“pay to play” structure that meets a modest
budget)
Create a report back measurement tool to measure
impact
Decide which individual philanthropy measurements to
utilize as a benchmark for tracking success in year 5-10+
Outreach to the estate planning/legal/investment
community regarding model as a “standard.”
____# of nonprofits sign on to use the materials in the
process of talking to their donors
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Theory of Change
Every donor can become a philanthropist if
inspired by the impact and provided the tools to
look at their own investment capacity.
 If current donors are asked to “test themselves”
against the 1% of net worth or 5% of income,
whichever is greater then AND the organization
facilitates this discussion in such a way as to
foster on-going donor development,
accountability, and transparency
 THEN the donor is more likely to increase their
charitable gifts to an organization/community.

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Taskforce Breakout Groups
 Walk
with your interest to the
taskforce group.
 Assignment:
Hear more of the details
 Brainstorm key points of

• Inclusion, urban/rural, collaborations,
community impact
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Report Back Observations
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Lunch and funding the Coalition
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Roll Out of Marketing Brand for the
Coalition
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Branding Committee Report
Core values of the brand
 Empowerment
 Choice
 Social
investment
 Strategic
 Accessible
 Giving through not to an organization
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Give for Alaska Brand
 Simple,
easy to understand directive
 Speaks to each of the target markets
while maintaining the integrity of the
overall message
 Independent spirit of Alaskans
 More about giving for a cause, rather
than to an organization.
 Versatile
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Theory of Change
 Creates
a model of abundance within the
nonprofit community – all community
investment is powerful
 Nonprofit community can present a unified
message and invite donors to be strategic
in their giving
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Year 1 Outcomes
 Buy-in
and excitement from coalition
members
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Year 1 Outputs
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
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Identify marketing partner to create logo, brand,
collateral material
Web site with integrated pages for target
audiences
Print, radio & TV PSAs
Create guidelines for the brand
Create process for partners to gain access to the
brand
Create measurement tool for benchmarking and
evaluation
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Year 5 Success
 Brand
recognition by X% of the public and
X% of nonprofit professionals
 Larger organizations have utilized the
brand
 Website is the hub of best practices for
meeting the three goals of the coalition
(more donors, more dollars, greater
awareness)
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74
Year 10 Success
 Decrease
the level of perceived
competition amongst nonprofits
 Measurable impact in individual giving
participation rates
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75
Marketing Tactics
Implementation
 Traditional

Print, radio, television
 New


media
media
Internet, electronic media
www.giveforalaska.org
 Guerilla

Lower cost, word of mouth
7/18/2015
The Giving Coalition 2006
77
Target Market: Youth
7/18/2015
The Giving Coalition 2006
78
Give for Alaska YACs
 Traditional



Media
Celebrate the kids
Noted philanthropists share their stories
Media
7/18/2015
The Giving Coalition 2006
79
Give for Alaska YACs
New Media
 Connecting kids, facilitate conversation
amongst YACs
 ‘Share Your Story’ on the web site
 Blogs
7/18/2015
The Giving Coalition 2006
80
Give for Alaska YACs
 Guerilla
Tactics
T-shirts – giveaways

Think Alaska Grown
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The Giving Coalition 2006
81
Target Market: Nesters
Give for Alaska Circles
 Traditional



Media
Collateral material for developing circles
Check presentation
Testimonial PSAs
7/18/2015
The Giving Coalition 2006
83
Give for Alaska Circles
 New



Media
Seed 4-5 giving circles online
Discussion boards
blogs
7/18/2015
The Giving Coalition 2006
84
Give for Alaska Circles
 Guerilla


Home Parties
Coffee houses
7/18/2015
The Giving Coalition 2006
85
Target Market: Active
Community Investors
7/18/2015
The Giving Coalition 2006
86
Give 1% for Alaska
 Traditional





Media
Print ads: Alaska Business Journal, Chamber
Newsletters
Public Radio PSAs
Radio Interviews – speaker’s bureau
Education material for financial planners
Self assessment
7/18/2015
The Giving Coalition 2006
87
Give 1% for Alaska
 New


Media
Interactive self assessment tool
Downloadable “what to ask before investing”
7/18/2015
The Giving Coalition 2006
88
Start Up Costs
Brand/collateral material
Web design by Foraker
Web domain names
Printing
Postage
PSA production
APRN PSAs
Print/TV/Radio PSA
Coordination (staff)
7/18/2015
The Giving Coalition 2006
$20,000
$7,000
$300
$10,000
$2,000
$10,000
$10,000
donated
?
89
On-going Annual Expenses
Web maintenance
Printing
Postage
APRN PSAs
coordination (staff)
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The Giving Coalition 2006
$3,000
$5,000
$2,000
$10,000
?
90
Give for Alaska
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The Giving Coalition 2006
91
Taskforce Breakout Groups
 Walk
with your interest to the
taskforce group.
 Assignment:
Using the brand
 Create 6 month action plan

• Identify personal commitments
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92
Report Back Observations
7/18/2015
The Giving Coalition 2006
93
Wrap Up – Check in - Next Steps
7/18/2015
The Giving Coalition 2006
94