year founded: 1989 asset size: $105 million (as of 12/31/06) granting: $89 million of which $17.7...

Year Founded: 1989

Asset Size: $105 Million (as of 12/31/06)

Granting: $89 Million of which $17.7 Million was granted in the last fiscal year

Annual Budget: $1.8 Million

Staff Size: 15

Our Mission: To encourage, support, and facilitate philanthropy in Orange County.

(as of January 2007)

The Big R’s That Lead to Results

Ambassador Program

Ambassador Program

MissionStatement

• To proactively introduce OCCF to friends, family, and colleagues in order to heighten philanthropy in Orange County.

• To help share the value and benefit of working with the Community Foundation.

2

Research & Recruit• Qualities of Ambassadors

• Who to ask

• Call from OCCF President

• Meet face-to-face if needed

• Written Invitation to Orientation

Ambassador Program

3

Respond with Resources• Tailor Approach to Each Ambassador’s Needs

• Respond to New Prospects

• Ambassador Handbook (Web Portal)

• Plan Ambassador Gatherings

Ambassador Program

4

Recognize Results• Ambassadors’ Testimonials in Marketing Materials

• Acknowledge Donor Referrals – milestones

• Business Card/Hat

In first year:

• 55 Ambassadors• 15 Gatherings • 168 New Prospects• ½ of New Funds

Ambassador Program

5

over past 6 months referred by Ambassadors

Review & Revise• Evaluations by Ambassadors

• Staff Debriefing

Ambassador Program

6

• Ambassadors as a Focus Group

Orange County Community Foundation � www.oc-cf.org � 949.553.4202

Marketing on a Budget

What a tiny (but mighty)

Community Foundation can do

to make itself known.

Shasta Regional Community Foundation Facts

Ø Founded in 2000 out of Grant and Resource Center

Ø Currently managing 85 funds

Ø Holding $7.2 million in total assets

Ø More than $800,000 in annual grants

Ø Cumulative grants made since 2000: $3.6 Million

Ø Annual Foundation Budget = $1.12 Million

Ø Annual Communications Budget = $27,200

Ø 4.2 Full Time Equivalents

Reaching Out

Examples of Marketing Activities:

• Working with Professional Advisors

• Using Real Estate Foundation as a tool

• Engaging in Community Activities

• Using grants to help increase visibility

• Created Cultural Trust

• Donor Events

Reaching Out

Professional Advisors• At least 2 meetings per month

• Hosting luncheons/meetings

• Special mailings

• Call PA’s for advice

• Community Foundation Desk in a Professional Advisor’s

Office

Reaching Out

• Formed in response to donors and the community

• Opportunity to engage Real Estate Professionals with Community Foundation via Board of Directors and committees

• Used as development tool

Real Estate Foundation

Reaching Out

Community Projects• Giving time and resources to help with an important community cause

• Examples

• Veterans Cemetery Endowment Fund

• Redding Historic Church

Reaching Out

• Board directed unrestricted grantmaking to support Community Events/ Performances/Celebrations

• Ten events were chosen for strategic, marketing related reasons

Community Celebration Grants

Photo courtesy of Jim Mark and theshastalaker.com

Reaching Out

• Launched in 2006 through Community Building Arts Initiative grants

• Collection of funds supporting arts and humanities

• Tool used to encourage the start of new arts/humanities funds and gifts to existing funds

The Cultural Trust

Future Prospects

• Regular radio program on local NPR affiliate “Sounds of Change”

• Opening Investment Committee meetings to Professional Advisors

• Working with Williams Group to update website and brochures

• Targeting High Net Worth Individuals