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 GIVING CIRCLES FACILITATOR & GROUP MEMBER GUIDE 1 GIVING CIRCLES FACILITATOR & GROUP MEMBER GUIDE 1

WHY? üTeam-building around a common philanthropic interest üShare employee knowledge & skills with nonprofit 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 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 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

www. chescocf. org 5 www. chescocf. org 5

Meeting #1 DISCERN - Why give? Why do you care? ü Why do you Meeting #1 DISCERN - Why give? Why do you care? ü Why do you give & volunteer? Why do you want to do more? ü What influenced you to start? ü To what degree have your friends, parents, and/or other family members been involved as community volunteers and donors? 6

Meeting #1 OVERVIEW - Why Give, NPO Sector Overview, Due Diligence Meeting #1 DISCERN Meeting #1 OVERVIEW - Why Give, NPO Sector Overview, Due Diligence Meeting #1 DISCERN - Causes of Interest to Giving Circle SESSION #1: Overview of NPO Sector, nationally and locally ü What’s a nonprofit? How many exist? What are the various types? (FOI, org phase/size) NP by State http: //www. guidestar. org/rxg/analyze-nonprofit-data/nonprofits-in-the-united-states. aspx NP $887. 3 Billion Economy http: //www. thenonprofittimes. com/news-articles/nonprofits-worth-887 -3 -billion-u-s-economy/ ü What are biggest similarities/differences between nonprofits & for-profits & governmental orgs? ü What are the biggest issues facing the nonprofit sector? 50 NP Statistics Courtesy of Blackbaud https: //www. slideshare. net/mobile/smaclaughlin/50 -fascinating-nonprofit-statistics ü Briefly, how can we tell if a nonprofit does good work? o Due Diligence Methods § website review, informal visit, formal site visits, proposal review, IRS 990 & audit review o Due Diligence Areas § Management & Administration § Fundraising § Programs & Services ü What nonprofits are nearby Card. Connect? 7

U. S. ECONOMY/TAX CODE Nonprofit sector Government sector For-profit business sector U. S. ECONOMY/TAX CODE Nonprofit sector Government sector For-profit business sector

NONPROFITS & CHARITIES Nonprofit Direct Service Organizations Private Foundations Company-Sponsored/ Operating Foundations Corporate Foundations NONPROFITS & CHARITIES Nonprofit Direct Service Organizations Private Foundations Company-Sponsored/ Operating Foundations Corporate Foundations Independent/ Family Foundations Public Foundations Community Foundations United Ways Arts Culture Education Social Service Human Welfare Health Conversion Funding Foundations Environment Scientific Religious Literary Public Safety Commercial Donor Advised Funds 9

501(c)(3) organizations are classified into ten major categories (nonprofit NTEE taxonomy) 1. Arts, culture 501(c)(3) organizations are classified into ten major categories (nonprofit NTEE taxonomy) 1. Arts, culture & humanities… museums, symphonies, orchestras, community theatres 2. Education & research… private colleges & universities, independent elementary & secondary schools, noncommercial research institutions 3. Environmental & animals… zoos, bird sanctuaries, wildlife organizations, land protection groups 4. Health services… hospitals, public clinics, nursing facilities 5. Human services… housing, shelter, sport and recreation programs, youth programs 6. International & foreign affairs… overseas relief & development assistance 7. Public & societal benefit…p rivate & community foundations, civil rights organizations, civic, social, & fraternal organizations 8. Religion…houses of worship & their related auxiliary services 9. Mutual/Membership Benefit… professional societies & associations, fraternal societies, pension & retirement funds 10. Unknown, Unclassified 10

STATE OF THE SECTOR SURVEY NFF Survey Analyzer: Explore the data! In 2015 and STATE OF THE SECTOR SURVEY NFF Survey Analyzer: Explore the data! In 2015 and 2016, the social sector generated stories of both promising innovation and overwhelming challenges. The ALS Ice Bucket Challenge, raising $100+ million from 3 million donors, reminded us of the power of individual giving and social media. NYC’s largest human services agency reached the brink of bankruptcy after providing essential services for 80 years. Over 100, 000 clients suddenly faced a disruption in services, coming to the end of what was for many a decades-long relationship with the agency. NFF’s State of the Nonprofit Sector Survey focuses on the underlying causes of these dynamics by exploring the programmatic, financial, and operational issues facing nonprofits across the U. S. NFF launched the Survey in 2008, when economic crisis threatened the viability of many organizations. Seven years later, results from 5, 451 respondents show some indications of recovery, stabilization, and growth. Nonprofits are adding jobs, engaging in strategic conversations such as leadership succession planning, and looking to retain their workforce. Yet as they raise their sights from the focus on short-term crisis, many are confronting the troubling reality that current practices cannot sustain organizations in the long-term or meet the needs of the communities they serve now. Many nonprofits have stumbled out of crisis looking to make the necessary investments to secure their long-term future. And it is a hard road ahead. KEY FINDINGS Under-resourced communities are going without because nonprofits can't meet demand. Americans—particularly those in low-income communities—are still struggling to secure jobs, affordable housing, and healthcare. • 76% of nonprofits reported an increase in demand for services—the 7 th year that a majority have reported increases. • 52% couldn't meet demand—the third year in a row that more than half of nonprofits couldn't meet demand. • Of those who reported that they could not meet demand, 71% said that client needs go unmet when they can't provide services. Nonprofits identified critical needs in their communities, including: • 35% affordable housing • 26% youth development (such as after-school and mentoring programs) • 23% job availability; 16% job training • 21% access to healthcare • 19% access to strong, well-performing schools Recovery of the U. S. economy hasn't addressed the systemic and perpetual funding challenges facing nonprofits. While NFF sees some positive economic indicators, in many cases nonprofits are still hampered by insufficient funding and a lack of investment in long-term sustainability. • For some nonprofits, financial health indicators have improved: 47% ended 2014 with a surplus, the highest in the history of our survey. • However, 53% are reporting 3 months or less of cash-on-hand. • Nonprofits said that top challenges were: • Achieving long-term sustainability (32%) • The ability to offer competitive pay and/or retain staff (25%) • Raising funding that covers full costs (19%) Nonprofits are navigating a time of immense need and change, while pursuing ways to build long-term sustainability and viability. Nonprofits continue to prove their ability to survive and thrive in tough conditions. They are working to ensure their ability to meet community needs now and in the years to come. Here are some of the ways they are investing in their futures: • 51% collaborated with another organization to improve or increase services offered. • 44% hired staff for new positions. • 33% upgraded hardware or software to improve service or program delivery. • 29% conducted long-term strategic or financial planning.

 All data is the property of Giving USA 2015, the Annual Report on All data is the property of Giving USA 2015, the Annual Report on Philanthropy. http: //www. charitynavigator. org/index. cfm? bay=content. view&cpid=42#. Vu. Myhu. Ir. JD 8

ANNUAL REPORT ON PHILANTHROPY How big is the nonprofit sector? • Total giving to ANNUAL REPORT ON PHILANTHROPY How big is the nonprofit sector? • Total giving to charitable organizations was $358. 38 billion in 2014 (about 2% of GDP). • This is an increase of 7. 1% in current dollars and 5. 4% in inflation-adjusted dollars from 2013. • This is the 5 th straight year that giving has increased and the 1 st year to surpass the previous high-water mark of $355. 17 billion in 2007. Where are donations coming from? • Giving increased in every category of giver (foundation, corporation, bequest and individual). • As in previous years, the majority of that giving came from individuals. Individuals gave $258. 5 billion (72%) representing a 5. 7% increase over 2013 (4% when adjusted for inflation). • Giving by bequest was up 15. 5% in current dollars (or 13. 6% when adjusted for inflation) to $28. 1 billion. • Foundations gave $54 billion which represented an increase of 8. 2% (or 6. 5% when adjusted for inflation). • Corporations donated $17. 8 billion for an increase of 13. 7% (or 11. 9% when adjusted for inflation). • Historically, donations from individuals account for roughly 75% of all donations. If you add in gifts from bequests and family foundations, which are essentially gifts from individuals, this accounts for nearly 90% of all giving. In other words, the donating public, not big foundations or corporations, is responsible for the vast majority of annual donations. Where do the donations go? • Giving to Education charities was up 4. 9% (3. 2% inflation-adjusted) to $54. 6 billion. • Donations to Human Services charities were up 3. 6% (1. 9% inflation-adjusted) to $42. 1 billion. • Foundations saw an increase of 1. 8% (0. 1% inflation-adjusted) to $41. 5 billion. • Health charities experienced an increase of 5. 5% (3. 8% inflation-adjusted) to $30. 4 billion. • Charities that focus on the Environment / Animals saw an increase of 7% (5. 3% inflation-adjusted) to $10. 5 billion. • Public-Society Benefit charities saw an increase of 5. 1% (3. 4% inflation-adjusted) to $26. 3 billion. • Arts, Culture and Humanities saw an increase of 9. 2% (7. 4% inflation-adjusted) to $17. 2 billion. • Giving to International charities declined 2% (3. 6% inflation adjusted) to $15. 1 billion, due to fewer overseas disasters. • Historically, Religious groups have received the largest share of charitable donations. While this was still true in 2014, this was the first year since 2009 that it didn't decline or remain flat. With the 2. 5% increase (0. 9% inflation-adjusted) in donations this year, 32% of all donations ($114. 9 billion) went to Religious causes: people giving to their local place of worship. • The next largest sector was Education with 15% of all donations. All data is the property of Giving USA 2015, the Annual Report on Philanthropy. http: //www. charitynavigator. org/index. cfm? bay=content. view&cpid=42#. Vu. Myhu. Ir. JD 8

DUE DILIGENCE AREAS Note: Briefly touch on today; more detail in next meeting Level DUE DILIGENCE AREAS Note: Briefly touch on today; more detail in next meeting Level 1: Basic Compliance 501 ( c ) ( 3) Level 2: Performance • Organizational history & track record • Constituents served • Governance & executive leadership • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Human resources: staff & volunteer • External communications • Relationships, partnerships & networks • Financial health 14

https: //chescocf. org/receive/find-active-grants/ https: //chescocf. org/receive/find-active-grants/

19406 = King of Prussia 19087 = Wayne/Chesterbrook 19460 = Phoenixville 19355 = Malvern/Devault 19406 = King of Prussia 19087 = Wayne/Chesterbrook 19460 = Phoenixville 19355 = Malvern/Devault 19401 = Norristown 19428= Conshohocken 19462 = Plymouth Meeting 19406 King of Prussia Nonprofits AAMGA Education Foundation Communities in Motion Crush Childhood Cancer Inc. Devereux Foundation Greater Phila Center for Community Corrections Hand Rehabilitation Foundation iheartgo Keystone Community Action, Inc. Keystone Community Hope King of Prussia Business Improvement District King of Prussia Volunteer Fire Company King of Prussia Youth Sports Fdtn Lafayette Ambulance & Rescue Squad, Inc Neighborhood Meals on Wheels Inc. Neph. Cure Kidney International PA Assistive Technology Foundation PA Coalition of Public Charter Schools Philadelphia Scholastic Rowing Association Ramsey Educational & Development Institute Reclaiming Yourself, Inc. The Arc Community Trust of Pennsylvania The Encampment Store The Friends of the Wanamaker Organ The Friends of Valley Forge Park The King of Prussia Rotary Club Foundation The Kintock Group, Inc. The Providence Forum Upper Merion Baseball Association Upper Merion Senior Service Center We The Taxpayers, inc. http: //www. unitedstateszipcodes. org/19406/ http: //www. charities. pa. gov/ 19087 Wayne Nonprofits Agora Institute for Civic Virtue & the Common Good Aids Alive, Inc Bringing Hope Home, Inc. Camp HOPE for Kids Conkerr Cancer, Inc. Cradle of Liberty Council 525 Boy Scouts Francisvale Home for Smaller Animals Friends of Radnor 284, Inc Great Guys Group, Inc. Helphopelive, Inc HOPE for Kids, Inc. Hope Worldwide, ltd JMV Art Preservation Foundation Junior Achievement of Delaware Valley Keystone Conservation Trust Luv 4 Logan Main Line School Night Association Main Line Senior Services, Inc. Mid-Atlantic Regional Catastrophic Injury Fund Mid-Atlantic Regional Transplant Fund Pals for Life Association Paoli 1, Inc. Pennsylvania Life Sciences Institute Peter's Place Radnor A Better Chance, Inc. Radnor Conservancy Radnor Educational Foundation Speak Up! The Chanticleer Foundation Upper Merion Park & Historic Foundation Wayne Art Center Wings Lacrosse Foundation Women's Resource Center 19460 Phoenixville Nonprofits Ann's Heart Inc. Association for the Colonial Theatre Barnstone Art For Kids Citizen Advocacy of Chester County Community Coalition DPD Deficiency Foundation French & Pickering Creeks Conservation Trust Health Care Access Historical Society of the Phoenixville Area Message Of Hope Foundation Mom's House of Greater Philadelphia Nourish, LLC Orion Communities, Inc. Phoenix Village Art Center Phoenixville Area Children's Learning Center Phoenixville Area Community Services Phoenixville Area Day Care Association. Phoenixville Area Ecomonic Development Corp Phoenixville Area Police Athletic League Phoenixville Area Positive Alternatives Phoenixville Area Time Bank Phoenixville Marian Youth Club Inc. Phoenixville Public Library Foundation Phoenixville Women's Outreach Schuylkill River Heritage Center at Phoenixville Senior Adult Activity Center of Phoenixville Area Stephanie's House, Inc. Stepping Stone Education Center of Phoenixville The Clinic The Good Samaritan Shelter, Inc. The Sparrow Fund 19355 Malvern Nonprofits Acting Antics, Inc. Amana Foundation American Millennium Society Amigos de Jesus, Inc. Assoc for the Advancement of Wound Care Baker Industries, Inc. Balfour Beatty Communities Foundation Delaware Valley Arts Consortium FAST FLICKS INC Fighting Back Scholarship Program, Inc Foundation For Catholic Education Friends of Troop #78, Inc. Gateway Horse. Works Girls Star, Inc. Great Valley Community Organization Greater Chester Valley Soccer Association Historic Sugartown IMC Charitable Foundation People's Light and Theatre Company Sending Experienced Retired Volunteers Everywhere Students Helping Students T-E Conestoga Football Association, Inc. The Foundation At Great Valley Thorncroft Therapeutic Horseback Riding TMA of Chester County Wings for Success, Inc. Youth Mentoring Partnership

19406 = King of Prussia 19087 = Wayne/Chesterbrook 19460 = Phoenixville 19355 = Malvern/Devault 19406 = King of Prussia 19087 = Wayne/Chesterbrook 19460 = Phoenixville 19355 = Malvern/Devault 19401 = Norristown 19428= Conshohocken 19462 = Plymouth Meeting 19401 Norristown Nonprofits Accion Comunal Latino Americano de Montgomery County Central Montgo MH/MR Center Circle Lodge, Inc. Developmental Enterprises Corporation East Norriton Little League First Light Project Gaudenzia, Inc. Genesis Housing Corporation Hopeworx, Inc Interfaith Hospitality Network of the Main Line Kitty Cottage Adoption Center Legal Aid of SE PA Literacy Council of Norristown Montgomery Child Advocacy Project Mont. Co Association for the Blind Mont. Co Community Action Development Commission Mont. Co Opportunities Industrialization Center Norristown Arts Council Norristown Educational Theatre Norristown Hose Company Norristown Police Foundation Norristown Zoological Society Partners for Families Patrician Society of Central Norristown Principled Warrior Foundation Professional Care Management Institute Project Twenty 1 Senior Adult Activity Center of Mont. Co St. Augustine Academy The Historical Society of Mont. Co Theatre Horizon, Inc. Verdi Band of Norristown Inc Victim Services Center of Mont. Co Volunteers In Action of Norristown State Hospital http: //www. unitedstateszipcodes. org/19406/ http: //www. charities. pa. gov/ 19428 Conshohocken Nonprofits American Society for Testing and Materials Children's Cancer Research Foundation Colonial Neighborhood Council Cradles to Crayons Dragonfly Forest Macula Vision Research Foundation Montgomery County Library and Information Network Consortium Montgomery County Society for the Prevention of Cruelty to Animals Our Closet Philadelphia Freedom Valley YMCA Plymouth Fire Company No. 1 The Gold Challenge Cup Foundation Inc Whitemarsh Community Art Center Wilt Chamberlain Memorial Fund, Inc. Women Golfers Give Back 19462 Plymouth Meeting Nonprofits Caring Friends Home Care Eastern Pennsylvania Youth Soccer Assoc Emergency Care Research Institute For Pete's Sake Cancer Respite Foundation Friends Life Care From the Heart Inc Harmonville Fire Company No. 1 Intervention Associates Kencrest Centers Let Go. . . Let Peace Come In Foundation Lu Lu Shriners Philadelphia City Rowing, Inc. Plymouth Township Parks Recreation and Facilities Fund Steven's Supporters, Inc. The Education Foundation of Electrical Assn Of Phila. . Whitemarsh Institute

19406 = King of Prussia 19087 = Wayne/Chesterbrook 19460 = Phoenixville 19355 = Malvern/Devault 19406 = King of Prussia 19087 = Wayne/Chesterbrook 19460 = Phoenixville 19355 = Malvern/Devault 19401 = Norristown 19428= Conshohocken 19462 = Plymouth Meeting 19406 King of Prussia Nonprofits Communities in Motion Crush Childhood Cancer Inc. Keystone Community Action, Inc. Keystone Community Hope King of Prussia Youth Sports Fdtn PA Coalition of Public Charter Schools The Friends of Valley Forge Park Upper Merion Baseball Association 19087 Wayne Nonprofits Bringing Hope Home, Inc. Camp HOPE for Kids Francisvale Home for Smaller Animals Great Guys Group, Inc. Helphopelive, Inc HOPE for Kids, Inc. JMV Art Preservation Foundation Junior Achievement of Delaware Valley Keystone Conservation Trust Pals for Life Association Peter's Place Radnor A Better Chance, Inc. Radnor Conservancy Radnor Educational Foundation Speak Up! The Chanticleer Foundation Upper Merion Park & Historic Foundation Wayne Art Center http: //www. unitedstateszipcodes. org/19406/ http: //www. charities. pa. gov/ 19460 Phoenixville Nonprofits Association for the Colonial Theatre Barnstone Art For Kids French & Pickering Creeks Conservation Trust Mom's House of Greater Philadelphia Nourish Phoenix Village Art Center Phoenixville Area Children's Learning Center Phoenixville Area Community Services Phoenixville Area Day Care Association. Phoenixville Area Police Athletic League Phoenixville Area Positive Alternatives Schuylkill River Heritage Center at Phoenixville 19401 Norristown Nonprofits Accion Comunal Latino Americano de Montgomery County East Norriton Little League Interfaith Hospitality Network of the Main Line Legal Aid of SE PA Literacy Council of Norristown Montgomery Child Advocacy Project Mont. Co Opportunities Industrialization Center Norristown Arts Council Norristown Educational Theatre Norristown Zoological Society Theatre Horizon, Inc. 19428 Conshohocken Nonprofits Children's Cancer Research Foundation Stepping Stone Education Center of Phoenixville Cradles to Crayons Dragonfly Forest 19355 Malvern Nonprofits Delaware Valley Arts Consortium Montgomery County Society for the Prevention of Cruelty to Animals Girls Star, Inc. Our Closet Historic Sugartown Philadelphia Freedom Valley YMCA People's Light and Theatre Company Whitemarsh Community Art Center Students Helping Students Thorncroft Therapeutic Horseback Riding Youth Mentoring Partnership 19462 Plymouth Meeting Nonprofits From the Heart Inc Philadelphia City Rowing, Inc. Plymouth Township Parks Recreation and Facilities Fund Kids Young artists/inner city Animals Environment Research at www. guidestar. org Email = [email protected] org pw=lincoln

Meeting #1 DISCERN - Discuss Causes of Interest to Giving Circle Members MEETING #1: Meeting #1 DISCERN - Discuss Causes of Interest to Giving Circle Members MEETING #1: Discuss Causes of Interest to Giving Circle Members ü Consider the variety of nonprofit causes: - arts/culture, education, environment/animals, health, human services, and religion. What resonates most with you? What do you care about, and why? If you could make the world better in small steps, what would you do first? How do you choose? ü Are there specific local nonprofits that you would like to learn more about through this Giving Circle? Which ones? Why? ü What are a few local nonprofits that are of interest to this group as a whole? 19

TO DO By Meeting #2 Online: Review Top Charity websites discussed by your Giving TO DO By Meeting #2 Online: Review Top Charity websites discussed by your Giving Circle Review Guidestar reports & IRS 990 s @ www. guidestar. org “HOMEWORK” to do between meetings 1 & 2: ü Research a few charities mentioned by the group • Stop in and visit the sites, casually Research at www. guidestar. org • Website review; add yourself to their e-mail list • Take a look at the charity’s review, disclosures & IRS 990 Tax Form on www. guidestar. org Email = [email protected] org pw=lincoln 20

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Meeting #2 OVERVIEW - Discerning Strengths & Needs, Site Visit Checklist Meeting #2 DISCUSS Meeting #2 OVERVIEW - Discerning Strengths & Needs, Site Visit Checklist Meeting #2 DISCUSS & DECIDE - Prioritize & Choose Top Charities for Site Visits SESSION #2: Discerning Nonprofit Strengths & Needs, Site Visit Checklist ü What should we look for on our site visits? Performance, Challenges, Hopes & Dreams ü How can we tell if a nonprofit does good work? Management/Administration Fundraising Programs & Services 22

SITE VISIT CHECKLIST AIMS ü Develop relationship ü Understand day to day joys and 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 • Governance & executive leadership • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Human resources: staff & volunteer • External communications • Relationships, partnerships & networks • Financial health 23

Meeting #2 DISCUSS - Prioritize & Choose Top Charities for Site Visits SESSION #2: Meeting #2 DISCUSS - Prioritize & Choose Top Charities for Site Visits SESSION #2: Discuss, Prioritize & Choose Top Charities for Site Visits ü What are the top local charities that interest you? Make the case for why other members of the Giving Circle should consider making a site visit to the charity, and consider them for a grant. ü Based on everyone’s input, what 2 charities does this group select for its site visits? 24

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Meeting #3 - Charity Site Visits Site Visit #1: NPO Date, Time, Place Site Meeting #3 - Charity Site Visits Site Visit #1: NPO Date, Time, Place Site Visit #2: NPO Date, Time, Place 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 • Governance & executive leadership • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Human resources: staff & volunteer • External communications www. guidestar. org • Relationships, partnerships & networks Email = [email protected] org • Financial health 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 [email protected] org 26

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Meeting #4 - Debrief on Site Visits. Decide & Arrange for Grant Awards. Determine Meeting #4 - Debrief on Site Visits. Decide & Arrange for Grant Awards. Determine any next steps. Evaluate. Celebrate. Breakout #4: Debrief on Site Visits & Decide o Overall, what significant things did you notice on the site visits, about the programs, services, facilities and personnel you met? o What were the for-profit / nonprofit similarities & differences you noticed? o How does the nonprofit charity’s mode of operation compare to Card. Connect? o How do we decide which charity/ies should receive our grant award? ü Decide grant allocation: % to NP A, % to NP B, % to Giving Circle Endowment ü ü Decide who/how to notify grantee(s) Direct CCCF Business Affairs to process Giving Circle Fund grant award check(s) Direct CCCF Advancement to publicize in newspapers, website, Linked. In & Facebook Decide next steps with NP A, NP B ü The CCCF PLAN adopts the nonprofit & champions its cause; encourage others to attend events & volunteer What’s next? v CCCF events v Giving Circles: Break / Re-Join / Re-Up New Giving Circle 28

GRANT DECISION CRITERIA Criteria Yes Maybe No Important community need NPO is using substantiated, GRANT DECISION CRITERIA Criteria Yes Maybe No Important community need NPO is using substantiated, effective methods to solve a clear and compelling unmet need NPO has identified a compelling need; methods/services may be somewhat ineffective NPO is duplicative of other NPOS and is not meeting unique need &/or Methods/services are ineffective Reaching & serving constituents well NPO has capacity to reach and serve constituents well, with a proven track record of high quality services NPO has the potential, but NPO does not exhibit sufficient is in need of certain evidence of outreach nor service qualifications Strong leadership: staff & board Org vision, innovation & nimbleness Appropriate partnerships & alliances Fiscal health/need AWARD GRANT? 29

ADOPT A NONPROFIT/CHAMPION THE CAUSE: BENEFITS TO THE ADOPTED NONPROFIT As Giving Circles award ADOPT A NONPROFIT/CHAMPION THE CAUSE: BENEFITS TO THE ADOPTED NONPROFIT As Giving Circles award grants, the nonprofit grantees are adopted by THE PLAN as a whole. Benefits to the adopted nonprofit include, but are not limited to… BENEFIT Value Promote on-site at Community Foundation & The PLAN networking events. Priceless Promote the nonprofit’s fundraising events to The PLAN 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 The PLAN membership, to help with hands-on needs & volunteer days Priceless Possible in-kind contribution drives organized by The PLAN 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 30

WRAP UP: GIVING CIRCLES To what degree did we meet our Giving Circle Goals? 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? 31

GIVING CIRCLE: NOTES & TO DOS 32 GIVING CIRCLE: NOTES & TO DOS 32