GIVING CIRCLES FACILITATOR & GROUP MEMBER GUIDE 1
WHY? üTeam-building around a common philanthropic interest üShare employee knowledge & skills with nonprofit community üDevelop & implement Card. Connect philanthropic strategy: gifts of time, talent & treasure ü The non-profit sector yearns for business talent, energy, strategy & resources time, talent, treasure ü Community-minded individuals in the for-profit sector seek personal & collective community impact make a difference, give where you live, think local/act global ü The PLAN: Meaningful experiences to engage in well-informed, smart, sustainable short-term & long-term social investment ü The Aim: Caring, generous communities of people who think deeply and act intentionally, thoughtfully, and strategically – www. chescocf. org together 2
WHEN? 1. 5 hr mtgs Timing Topic @Card. Connect 1: 00 Group 3: 00 Group 4: 30 Group Kickoff in Card. Connect Lobby Tues. , June 7 at 1 pm MTG #1 OVERVIEW: Why Give, NPO Sector Overview, Due Diligence DISCERN: Causes of Interest to Giving Circle Members Month #1 Wed. , July 6 -between mtgs- Review Top Charities websites, Guidestar reports & IRS 990 s -between mtgs- MTG #2 OVERVIEW: Discerning Strengths & Needs, Site Visit Checklist DISCUSS & DECIDE: Prioritize & Choose Top Charities for Site Visits Month #1 Thurs. , July 21 MTG #3 Charity Site Visits Month #2 Tues. , Aug 2 MTG #4 OVERVIEW: Discern, Prioritize & Select DISCUSS & DECIDE: Debrief on Site Visits. Decide Grant Awards. Award Grants. Determine any next steps. Month #2 Wed. , Aug 17 What’s after the last Giving Circle gathering? • The PLAN Adopts Giving Circle Nonprofit Grantees to Champion their cause for the next year. • Join another Giving Circle if desired, re-up this one, or take a break. 3
RESOURCE LOGISTICS Meeting Rooms, Food & Drink (1 plenary space & 2 -5 breakout spaces) 1 -5 Trainers/facilitators for 1, 3 & 4: 30 groups Card. Connect will support group meetings outside the office as well Training/facilitation materials Match employee contribution to Giving Circles: Provide research on nonprofits in zip code areas of interest to Card. Connect employees $100/employee to join as Giving Circle member Up to $2, 500/employee for Grantmaking Fund CARDCONNECT GIVING CIRCLE MEMBER q Visit https: //chescocf. org/explore/family-individual-philanthropy/the-plan/giving-circles-cardconnect/ q Join The PLAN Giving Circle as a dues-paying member @$100/person/Giving Circle Card. Connect will sponsor 50% of each employee’s membership - $50/$50 q Participate in a Giving Circle for four 1. 5 hr meetings over a couple/few months + brief on-line reading q Think about how much of your own money you are willing to donate to your Giving Circle Grant Pool at the Community Foundation $250 - $2, 500, as each individual member desires Card. Connect will match 100% of each employee’s donation 4
5
Meeting #3 Site Visit #1: NPO Date, Time, Place - Charity Site Visits SITE VISIT CHECKLIST AIMS ü Develop relationship ü Understand day to day joys and sorrows ü Feel/see areas not captured in reading/online DISCERN: Performance, Challenges, Hopes & Dreams • Organizational history & track record • Constituents served • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Governance & executive leadership • Human resources: staff & volunteer • Relationships, partnerships & networks • External communications • Financial health Site Visit #2: NPO Date, Time, Place www. guidestar. org Email = info@chescocf. org pw=lincoln After site visit/s: Revisit charity’s website, www. guidestar. org & IRS 990 tax form. E-mail your site visit observation notes to karen@chescocf. org or beth@chescocf. org 6
Charity Site Visits Aug 2 & 3 Date Time Tues Aug 2 Nonprofit 9: 00 -10 at CC Address of Site Visit Crush Childhood Cancer meeting at Card. Connect Lobby, since npo has no site City St Zip of Site Visit West Conshohocken, PA 19428 Tues Aug 2 10: 30 -noon Cradles to Crayons 30 Clipper Rd Tues Aug 2 10: 30 -noon Main Line Animal Rescue 1149 Pike Springs Road (entrance on Rt. 113) Chester Springs, PA 19425 Tues Aug 2 2: 00 -3: 00 Tues Aug 2 3: 30 -4: 30 Theatre Horizon Wayne Art Center 401 De. Kalb St 413 Maplewood Ave. Fri. , Aug 5 2: 00 -2: 30 Theatre Horizon - Summer Camp Showcase 175 West Valley Forge Rd, Upper Merion Township Building King of Prussia, PA 19406 Tues Aug 2 1: 00 -3: 00 Radnor Conservancy Wed Aug 3 9: 30 -11: 00 French & Pickering Conservation Trust Sat July 30 & Aug date TBD Sun. , Aug 21 noon-3 Pet Showcase. Wags Rescue Francisvale Home for Smaller Animals 1: 00 Volunteer Orientation Website http: //www. crush-childhoodcancer. org/ EIN Email 47 -2178129 crushchildhoodcancer@gmail. co Samantha Paradise, Founder & Tracy m Paradise, Board member Name https: //www. cradlestocrayons. org/ 04 -3584367 shight@cradlestocrayons. org Susan Hight, Development Director http: //www. mlar. org/ 23 -3017210 volunteer@MLAR. org Norristown, PA 19401 http: //www. theatrehorizon. org/ 20 -3708656 Jenny@Theatre. Horizon. org Betsy Legnini, Dir Operations & Mimi Dubovec, Volunteer Coordinator Jennifer Pratt Johnson, Executive Director Wayne, PA 19087 http: //www. wayneart. org/ 23 -6392259 karenlouise@wayneart. org Karen Louise Fay Jennifer Pratt Johnson, Executive Jenny@Theatre. Horizon. org Director ggroebel@radnorconservancy. or g Gretchen Groebel, Executive Director 24 Louella Court Preserve at Warwick Furnace Farm, near the intersection of Warwick Furnace Rd & Valley Way Rd. Radnor, PA 19087 http: //www. theatrehorizon. org/ 20 -3708656 http: //www. radnorconservancy. org / 81 -0605339 Glenmoore, PA 19343 https: //frenchandpickering. org/ 23 -6429095 spainter@frenchandpickering. org. Sara Painter, Development Director Horsham, PA http: //www. wagsrescue. com/ 20 -5592729 roconnell@cardconnect. com 328 Upper Gulph Rd Radnor, PA 19087 http: //francisvalehome. org/ 23 -1413676 executivedirector@francisvaleho Dorothy M. Claeys, Exec Dir me. org Amy 7
Card. Connect – Desired Connections with NPOs TIME Nonprofit Crush Childhood Cancer Cradles to Crayons Theatre Horizon Wayne Art Center Radnor Conservancy French & Pickering Conservatio n Trust Wags Rescue* Main Line Animal Rescue Websit City St Zip Contact e http: //www. cru sh-childhoodcancer. org/ Attend Event TALENT Consulting Volunteer Committee Project TREASURE Board Give $: Buy Individual Service Giving Circle CC sponsor Raise $ Samantha Paradise, Founder & Tracy Paradise, Board member West https: //www. cr Susan Hight Conshohocken, adlestocrayons. Development org/ PA 19428 Director Norristown, PA http: //www. the atrehorizon. org/ 19401 Wayne, PA 19087 http: //www. wayne art. org/ Radnor, PA http: //www. rad norconservancy. 19087 org/ Jennifer Pratt Johnson Executive Director Karen Louise Fay, Director of Special Projects Gretchen Groebel Executive Director Sara Painter Glenmoore, PA https: //frencha ndpickering. org/ Development 19343 Director Horsham, PA http: //www. wa gsrescue. com/ Amy Betsy Legnini, Dir Operations Chester & http: //www. mla Springs, PA r. org/ Mimi Dubovec, 19425 Volunteer Coordinator 8
Meeting #4 - Debrief on Site Visits. Decide & Organize Desired Commitments of Time, Talent & Treasure Determine any next steps. Evaluate. Celebrate. Breakout #4: Debrief on Site Visits & Decide o Overall, what significant things did you notice about the programs, services, facilities and personnel? o o What for-profit / nonprofit similarities & differences did you notice? How does the nonprofit charity’s mode of operation compare to Card. Connect? o How organizationally healthy does the nonprofit seem? o o o Meeting important community need Reaching & serving constituents Strong leadership: staff & board Org vision, innovation & nimbleness Appropriate partnerships & alliances Fiscal health/need o What core values about the nonprofit resonates with: o o me, personally Card. Connect’s core values, key operating principles, corporate culture, target market & goals o Should we support/partner with this nonprofit? How? Why? o o Me, personally Card. Connect overall What’s next? v Events/Activities v Giving Circles: Volunteer/Participation Check in & De. Briefing / Break / Re-Up New Giving Circle 10
Card. Connect – Desired Connections Arts & Culture NPOs Theatre Horizon, Norristown Wayne Arts Center, Wayne Healthy, nimble small npo Robust, expanding, large npo Well-informed, well-connected, well-regarded staff who think strategically about business, partners, mission Same Unlikely encounters + social justice Creativity & social networks Talk backs, small performances, custom receptions Lots of receptions & social networks Free admission for low-income Norristown community members Main Line target market fully pays for services – classes, art, gift shop Fiscally lean Fiscally robust. Historic access to $$$ continues Eager for volunteers, sponsors, support Have plenty of volunteers; turn people away they have so many offers TIME Nonprofit Theatre Horizon Wayne Art Center City St Zip URL Norristown, PA http: //www. th eatrehorizon. o 19401 rg/ Wayne, PA 19087 http: //www. wayn eart. org/ Contact Jennifer Pratt Johnson Executive Director Karen Louise Fay, Director of Special Projects Attend Event Fall plays Visit Volunteer Usher Not really needed TALENT Consulting Committee Project Marketing Cyber. Tix Staff does/pays vendors Community Outreach Feedback Explore… TREASURE Give $: Individual Giving Circle CC sponsor Board Buy Service Not yet CC sponsor reception in Fall lobby for one of Help on event plays/buy plays + committee tix Giving Circle Matching gifts Not yet Holiday reception, CC sponsor, for esp. social Have enough Cook. Off in networking $ Culinary positioning Arts 11 Raise $
Card. Connect – Main Line Animal Rescue, Chester Springs Healthy, nimble small npo Desired Connections Animal NPOs Wags Rescue Small, grassroots start-up nonprofit Well-informed, well-connected, well-regarded staff who think strategically about business, partners, mission Animal advocacy & adoption Animal saving & adoption Lots of events & social networks & promotional opportunities Target market pays for services – medical treatment, adoptions Fiscally robust. Historic access to $$$ continues Eager for donations Eager for volunteers, sponsors, support TIME Nonprofit City St Zip URL Main Line Animal Rescue Chester http: //www. m Springs, PA lar. org/ 19425 Wags Rescue* Horsham, PA agsrescue. com http: //www. w / Contact Betsy Legnini, Dir Operations & Mimi Dubovec, Volunteer Coordinator Amy Attend Event Volunteer FR events Hands on 1: 1 CC Team Hands on 1: 1 TALENT Consulting Committee Project Explore TREASURE Board Buy Service Give $: Individual Giving Circle CC sponsor Raise $ Giving Circle /CC Matching Committee Adopt me! gifts involvement CC Sponsor x Giving Circle/CC Matching Gifts 12
Card. Connect – Desired Connections Human Svc NPOs Crush Childhood Cancer Cradles to Crayons Healthy, nimble small npo Robust, expanding, large npo Eager for volunteers, sponsors, support TIME Nonprofit Crush Childhood Cancer Cradles to Crayons City St Zip URL Contact http: //www. cr ush-childhoodcancer. org/ Attend Event Samantha Paradise, Founder & Tracy Paradise, Board member West https: //www. c Susan Hight Conshohocken, radlestocrayon Development s. org/ PA 19428 Director Volunteer Usher Visit Not really needed TALENT Consulting Committee Project Marketing Cyber. Tix Staff does/pays vendors Community Outreach Feedback Explore… TREASURE Give $: Individual Giving Circle CC sponsor Board Buy Service Not yet CC sponsor reception in Fall lobby for one of Help on event plays/buy plays + committee tix Giving Circle Matching gifts Not yet Holiday reception, CC sponsor, for esp. social Have enough Cook. Off in networking $ Culinary positioning Arts Raise $ 13
Card. Connect – Desired Connections Environmental NPOs Radnor Conservancy French & Pickering Conservation Trust ? Solid, seasoned staff & Board ? Expanding initiatives in land preservation; creativity & growth Fiscally lean Fiscally sound; historic access to significant donor base Not quite sure of how to use volunteers Eager for volunteers, sponsors, support TIME Nonprofit Radnor Conservancy French & Pickering Conservatio n Trust City St Zip URL Radnor, PA http: //www. ra dnorconservan 19087 cy. org/ Contact Attend Event Volunteer TALENT Consulting Committee Project Gretchen Groebel Executive Director Sara Painter Glenmoore, PA https: //french andpickering. o Development 19343 rg/ Director TREASURE Board Buy Service Give $: Individual Giving Circle CC sponsor Raise $ CC sponsor, for social networking positioning Explore Not yet Visit Hands on 1: 1 Small teams CC Team Explore… Not yet 14
ADOPT A NONPROFIT/CHAMPION THE CAUSE: BENEFITS TO THE grantees are adopted by THE PLAN As Giving Circles award grants, the nonprofit ADOPTED NONPROFIT as a whole. Benefits to the adopted nonprofit include, but are not limited to… BENEFIT Value Promote on-site at Community Foundation & Card. Connect Giving Circle networking events. Priceless Promote the nonprofit’s fundraising events to Card. Connect Giving Circle members, so they purchase tickets &/or donate Priceless Purchase an advertisement or sponsor 1 of the nonprofit’s events annually $TBD Award an unrestricted grant, for the nonprofit to use where it is needed most $TBD Volunteers from Card. Connect help with hands-on needs & volunteer days Priceless In-kind contribution drives organized by Card. Connect Giving Circle members, for tangible goods needed priceless Enroll @4 staff & 8 Board members in these Community Foundation events: • Board of Trustees Institute (Oct) • Legacy Awards/Annual Meeting (Nov) • Sweet Charity (March) $250 Priceless $1, 000 • Nonprofit Fundraising Workshops (monthly) $350/year/person • Peer Group for Executive Director (quarterly) $150/year/person • Peer Group for Development Director (quarterly) $150/year/person • Peer Group for Planned Giving Staff/Volunteers (quarterly) $150/year/person • Board Café Chats Priceless 15
Proposed Session #5, 6, 7 - Report back / Recruit newcomers / Involve / Celebrate September Lunch Meet Up – Plenary – Wed. 9/21/16 AIMS: o In plenary, for each Giving Circle to share info on nonprofits selected, why, and opportunities for individual & Card. Connect involvement o To recruit additional Card. Connect personnel to participate in the next phase as volunteers & givers to the selected nonprofits o Animals o Arts/Culture o Environment o Youth October – Giving Circle Meetings – Wed. , 10/19/16 o In individual Giving Circles meetings, for each Giving Circle member to discuss their volunteering experience to date, questions/ideas + to solidify each Giving Circle’s $ gifting aims, in time for November holiday season November Lunch Meet Up – Plenary – Wed. , 11/30/16 o o Invite all Card. Connect Giving Circle nonprofit grantees to lunch reception in Card. Connect lobby, to present CC matching gift checks, and meet/greet CC employees Grantees can have materials at tables & do a 20 minute panel on nonprofit/for-profit partnerships, hopes & dreams, etc. 16
WRAP UP: GIVING CIRCLES To what degree did we meet our Giving Circle Goals? q Increase your knowledge about philanthropy, nonprofits and the community q Influence you to give more strategically q Increase your engagement in civic activities outside of the Giving Circle q Amplify your charitable giving and your connections in the community q INTERESTING & FUN How can we improve our next round of Giving Circles? 17
Скачать презентацию GIVING CIRCLES FACILITATOR GROUP MEMBER GUIDE 1
15a74071fa591ea2118eb59056e399f2.ppt