for impact’s presentation tool engagement tool kit...
TRANSCRIPT
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
For Impact | THE SUDDES GROUP
www.forimpact.org 614-352-2505
For Impact’s
presentation tooL ‘Kit’
THE MICROLENDING MARKETPLACE...
to MATCH LENDERS & BORROWERS...
addressing a $260 Billion MARKET GAP.
GlobeFunder
Story
MicroFinance
Story
Market (Demand)
Story
Dec ‘06
Mar ‘06
Investors
BorrowersMicro-Entrepreneurs
MFIMicroFinance Institutions
(Small Banks)
NGO NFPO NGO NFPO
No Access Globally
Developed World
U
ndeveloped World
No Access
$800 Billion US Market
Grameen-Yunus-Nobel
30 Year Old Market Sector
$20 Billion Loaned ex-US
100 Million Loans: 60-90% WOMEN
Borrowers
95% Payback
500 MILLION Micro-Entrepreneurs
$260 BILLION Capital demand
Growing at 15-30% annually
*No existing scalable
distribution model
20+ MFI Partners
Initial Demand: 20,000 Borrowers
10,000+ MFIs;
200 Largest Funded Fully
Market Driven
Interest Rates
(10%-40%)
How We Make Money
Borrower: Transaction Fee
Lender: Broker Fee
GlobeFunder: The Float
30%-80%
Interest Rates
on Loans Today
US Regulated Microfinance Institution
Online Global Lending Marketplace
and Social Network
$US
$US
$In
tl.
$Int
l.
Jul ‘06
Nov ‘06Mar ‘07
Apr ‘07
May ‘07
Jun ‘07
Business
Development
Technology
Development/
Market Analysis
GlobeFunder
Incorporated
Beta Platform
Launched
Fundraising
Begins
Market Development
India begins
US Legal Regulations
Filings Commenced
(KPMG, Pillsbury)
Office Opened
ND Business Plan
2nd Place
(234 Teams)
Development of
Platform Begins
Partners CSC,
Nexaweb, eDominate
& Elevation
Jul ‘07Internet Market
Campaign Explode
(ePrize)
Oct ‘07Platform
Launch in US
Dec ‘07Platform Launch
in India
A LEGACY SOCIETY
• Minimum $200,000 Planned Gift
• Use LEGACY/PLANNED GIFTS to reach
ENDOWMENT GOALS!
$15M
EXAMPLE EXAMPLE
$5M$2M$3M
$25M
$125M$50M
$5M$20M
$200M
PRESIDENT’S
CIRCLE
TOM
OR
RO
W
FO
RE
VE
R
TOD
AY
GOAL
EXAMPLE
PRIORITIESCAMPAIGN INITIATIVE
STUDENTS
FACULTY CAMPUS
3102033
300300300
1,000± Q.P.
3 x 3 x 3 = 300 Q.P. Days Weeks
Top 1,000
Qualified Prospects
33 Lead Investments 1 at $
2 at $
4 at $
8 at $
18 at $
33
LIFETIME RELATIONSHIPS/PARTICIPATION
• Alumni Office focuses on LIFETIME RELATIONSHIPS.
• ALUMNI OFFICE and DEVELOPMENT OFFICE focus
on PARTICIPATION.
• DEVELOPMENT FOCUS on one MEMBERSHIP/
LEADERSHIP SOCIETY at $1,000.
IDEAS
• HOLISTIC APPROACH
• Use of VOLUNTEERS
• Use of STUDENT CALL CENTERS
• Increased PARTICIPATION will GUARANTEE increased GIVING
• Not about “give what you can”/"every little bit helps”
• All about a COMMENSURATE INVESTMENT.
(Capacity, Relationship, etc.)
Establish a “$10K” ‘MEMBERSHIP’ GROUP
• $10,000 Minimum Investment
• Funds Innovative Projects within ANNUAL OPERATIONS
EDUCATION FUNDING MODEL
KT10.3.07a
LEGACY SOCIETY
LIFETIME RELATIONSHIPS
PARTICIPATION
PRIORITIESCAMPAIGN DRAFTPURPOSE
TRANSFORMING COLUMBUS:INSPIRING THE ENTREPRENEURS OF THE FUTURE
PRIORITIES
PLAN1,000 Day EXPANSION Plan2008-2011
Programs Urban Schools Initiative (Incremental)$1.0 MPlaces JA World (Incremental)$3.0 MPeople Deliver on Model (Incremental)$1.0 M (Incremental)$5.0 M
Experiential Learning
Schools
Business
JA BUSINESS MODEL
DREAMS
ATTITUDE
FINANCIAL
APTITUDE
LIFE
ENTREPREN
EURIA
L
SKILLS
Kids
Role Models
Junior Achievement
JA World
Junior Achievement
Entrepreneurs
Education
Kid’s WorldReal World
(Staff and Role Models)
*Current Operating Budget of $1.0 M/yr
PARTNERS
SPONSORS
MEMBERS
JACO PRIORITIES
100,000 Kids annually by 2011
The Urban Schools Initiative
‘JA Biz Town’ from 10,000 to 30,000 Kids!
C E N T R A L O H I O
SKILLS
TRANSFORMATION
PROJECTS
OPERATIONS
IMPACT
ACCELERATE
GROW
Engagement Tool Kit
www.forimpact.org | 614.352.2505fi_egagementtoolkit_020311
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
We change communities by providing the opportunity for every student to go to college.
To provide the finest liberal arts eduction in the country.
Ending Homelessness.
We help girls navigate the roadmap of life.
Restoring our community by transforming education.
Changing the lives of the visually impaired worldwide.
We spotlight issues that explore the Church in the World.
Transforming the aging experience.
Solving community homelessness in North San Diego County one family at a time.
Breaking the circle of poverty by changing the system.
Transforming culture through a classical Christian education.
Building a Monastery.
Transforming Columbus: Inspiring the entrepreneurs of the future.
Strong Healthy Kids, Strong Healthy Families, Strong Healthy Communities.
We provide the opportunity for disadvantaged women and children to transform their lives.
PURPOSE TRIGGER LIST
CASE FOR SUPPORT
pURpoSE TRIGGER lIST
2
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
PURPOSE/MESSAGE BUILDING PROCESS - ONE EXAMPLE
Setting GoalsFinancial Literacy
Citizenship
AspirationsRole Model
Budgeting
ToolsOpportunity
ImpactSelf Esteem
Dreams
Life Skills Attitude
Entrepreneurial Skills
NetworkingMarketing
Vision
HopeSelf-Confidence
Leadership
Passion
Education
Free Enterprise
Career Development
Education
Business
Kids
EntrepreneurshipDreams (Big Idea)
Attitude
Financial Literacy (Tactical)
DREAMS
ATTITUDE
FINANCIALLITERACY
LIFE
ENTREPREN
EURIA
L
SKILLS
SKIL
LS
CASE FOR SUPPORT
CASE FoR SUppoRT
3
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
pRIoRITIES TRIGGER lIST
4
Training
Services
Disaster Relief
Homes/Shelter
Education
Counseling & Support
Catholic Education
Catholic Charities
Ecclesiastical Ministry
Students
Faculty
Campus
Prevention Access
Crisis Response
Housing/Transition
Community
Curriculum
Program Delivery Experts
Youth Services
Career Development
Community Engagement
Homes,
Education
Healthy Families
PRIORITIES TRIGGER LIST
Impact Kids
Grow Biztown
Accelerate Urban Schools Initiative
Advise
Scholarships
Financial Literacy Programs
Editorial Expansion
Special Web Initiatives
Marketing & Outreach
Educational Experience
Student Life
Financial Stability
Meals
Home
Health & Wellness Programs
Career Planning
Coaching
Supervisor Training
Students
Teachers
Learning Experience,
R&D
Publishing
Delivery & Training
People
Programs
Places
Students
Teachers
Campus
Research Education
Service
Family
Community
Earth
Homes
Care
Support
Research Education
Advocacy
Kids
Programs
Places
CASE FOR SUPPORT
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
PLAN (Funding)“What do you want from me?”“How will you make this [project/goal] happen?”
Set a Goal: “How much do you need?”
•Howmuchdoyouneed?
•Overwhattime?
•“FrameIt”
•PerPerson
•FortheProject?
•FortheVision?
Make a Simple Plan (Examples): “How Will You Get There?”
•FundingPyramid
•SimpleFundingPlan:10AngelInvestors@$100Keach(for$1M)
•OneBenefactor...(ToUnderwritetheProject)
Engage in Dialogue Around the Funding Plan: “What do you want from me?”
•ToUnderwritetheProject
•PartoftheVision(UseFundingPyramid)
$5 Million
1@$1M2@$500K4@$250K10@$100K20@$50K
CASE FOR SUPPORT
CASE FOR SUPPORTCASE FoR SUppoRT
5
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
PURPOSE
THE VISION: TO TRANSFORM COLUMBUS INSPIRING THE ENTREPRENEURS OF THE FUTURE
PRIORITIES
PLAN
‘10- ’11
ENTREPRENEURIAL INSTITUTE
• Community Hub
• Biz Incubation
• Entrepreneurial Academies
FUNDING
• SCHOOL SPONSORSHIPS
• BIZTOWN SPONSORSHIPS
• ENTREPRENEURIAL INSTITUTE
JA Presentation Tool 6.15.09
C E N T R A L O H I O
Education Business
DREAMS
ATTITUDE
FINANCIALLITERACY
LIFE
ENTREPREN
EURIA
L
SKILLS
Junior AchievementEntrepreneursKids
SKIL
LS
JACO PRIORITIES
100,000 Kids annually by 2011
The Urban Schools Initiative
‘JA Biz Town’ from 10,000 to 30,000 Kids!
CURRENT IMPACT
34,000 Students. 17 Counties.
2,000 Volunteers. 600 Classrooms.
10,000 Students to ‘JA Biz Town’ Annually.
IMPACT
ACCELERATE
GROW
19521919 2012+
‘08- ’09
ENGAGEMENT Tool EXAMplES
6
All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 6
The Abbey of New ClairvauxSacred Stones Project: Building a Monastery
Secular Community
MonasticCommunity
Spirituality
Community
PlaceVina, CA
One-of-a-Kind Project
anno Domini
529 Rule of Saint Benedict Is Written
1098 Beginning of Cistercian tradition - Citeaux, France
1115 St. Bernard Establishes Abbey in Clairvaux, France
1190- Santa Maria de Ovila monastery is Built - Trillo, Spain1220
1848 Founding of Gethsemani monastery - Kentucky
1931 William Randolph Hearst purchases Ovila Chapter House; ships stones to California
1955 28 monks from Gethsemani arrive in Vina and found Abbey of New Clairvaux
1955 Father Thomas sees the Sacred Stones in Golden Gate Park - A vision is born
1994 Fine Arts Museums of San Francisco awards Sacred Stones to the Abbey of New Clairvaux
2003 Restoration of 800-year-old Chapter House begins…
History
• the Chapter House will showcase the only example of original Cistercian Gothic architecture in North America.
• The Chapter House will be the oldest structure west of the Mississippi.
Funding TimelineChapter House Phase
Original Construction
Abbey of Santa Maria de Ovila
Trillo, Spain
1190-1220
Benefactor:
King Alphonso VIII
Purchase & Transportation
San FranciscoCalifornia
Benefactor:
William Randolph Hearst
Benefactors
Patrons
1190 A.D. Present Next 1000 Years
Restoration& Reconstruction
Abbey of New ClairvauxVina, California
LeadershipBenefactors
$7.7 Million
1931 2003+
St. Bernard Society
Church
Cloister
ArchivalLibrary
ChapterHouse
MonasticEnclosure
Entrance Plaza
Chapter House
DRAFT
ENGAGEMENT Tool EXAMplES
7
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
Chr
isti
an B
roth
ers Yakim
a Valley
• Faith in the Presence of God
• Concern for the Poor
• Respect for all Persons
• Quality Education
• Inclusive Community
Enter to Learn...Leave to Serve
2009 – 2010200 Students
20% At or Below the Federal Poverty Line
Enrollment
Visi
on 1
64
8 Vision 19
94
Campus VisionPhased Approach
Science Hall
Student Center
Library
Classroom Building
Performing Arts
Admin
$3.2M
$4.5M
$1.9M
$1.7M
$3.3M
$1.1M
*10% to project gifts for previous real estate expenses
Academic... Social... Spiritual...
Mission
A Holistic Learning Environment
Operations:
Tuition
Fundraising
Christian Brothers
Earned Income
$975K
$350K
$425K
$50K
FutureLegacy Society/Planned Giving Membership @ $200,000+
Every Membership funds one student in perpetuity*
TuitionCommunity
Earned Income
Hop Ranch $50K / Year Equivalent to $1M Annuity6+ Students / year
Foundation Fund a Student - $9000 Shamrock Circle - $1000 Broad Participation Cost / Student = $9500/Student
Full Tuition = $6500 + 200 (Registration Fee)
1 1 24 8
16
$1,000,000$750,000$500,000$250,000$100,000
@@@@@
Student Center Current Phase
$1.8M
Revenue: $1.8M
• Academic Excellence!
• College Prep - 90% go on to post secondary education
• Small class sizes - focus on the individual
• Safe/secure learning environment
• 100% participation in campus ministry and activities to serve the poor
• Extraordinary science opportunities
• 90% participation in athletics and performing arts
*
=====
$1,000,000$750,000
$1,000,000$1,000,000
$800,000$4,550,000
FundingCampusPlan_120409
8
ENGAGEMENT Tool EXAMplES
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
ENGAGEMENT Tool EXAMplES
Copyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org �
ProgramsEducation 2005-06 Impact
Programs
Permanent Housing Annual Impact
12 Units 12 Women
19 Children
We provide the opportunityfor disadvantaged women and childrento Transform their Lives.
2006 - 15th Anniversary 287 Lora Avenue | Youngstown, OH 44504-1714 | P- 330-744-3147 | F - 330-744-3991www.beatitudehouseonline.org | [email protected]
Obstacles to permanent housing
No Driver’s LicenseNo High School Diploma/GEDNo Savings Utility DebtOther DebtsNo CarDomestic ViolencePhysical Health ProblemsMental Health ProblemsChild with DisabilityNo Health Insurance
1000-Day Priorities
Cornerstone Society
Health
Homes
Education
Legacy Society
Homes$2.7 M
Affording Dignity Breaking the Cycle Strengthening the Community
2006
IMPA
CT
1990 1995 2000
Time line
Funding Plan
Health & WellnessFamily EnrichmentDomestic Violence Counseling
Workplace SkillsLife SkillsGED/College Access
Education$1.4 M
HealthyFamilies$1.4 M
Youngstown - 12 Units
21 Women
61 Children
5 Unit Expansion$1.2 M
Warren - 7 Units
17 Women
41 Children
Transitional Housing Annual Impact90% of those who complete the housing program
never return to homelessness.
$22/Day ($8030/Year) per person
provides a home for an individual, including
counseling, case management and child advocacy.
Potter’s WheelFounded
Sr. Margaret Scheetz decides to help Homeless women and Children
First Buildingat 1515, 1st Families
287 Lora Obtained
Beatitude presence requested in Warren
Child AdvocacyProgram Added
A House of BlessingWarren location
Permanent SupportiveHousing Opens
# Level1 $ 1,000,0002 $ 500,0003 $ 250,0005 $ 100,00010 $ 50,00015 $ 25,00025 $10,000
177 Women and 46 Children impacted.100 women had major accomplishments in education.22 women obtained a high school diploma or a GED.63 attended a post-secondary education program.13 completed a post-secondary education program.
Beatitude House served 421 women and children in 2006.
DraFt
9
Family House
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
Copyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org �
THE MICROFINANCE LENDING ENGINE...to MATCH LENDERS & BORROWERS... addressing a $40 Billion MARKET GAP.
GlobeFunder Story
Microfinance Story
Market (Demand) Story
Feb ‘07 Dec ‘07Feb ‘06 Beta Funding Plan16 Advisor - Investors$50,000 Investment ( 1 Unit)1% Equity / Ownership in GlobeFunder$800,000 Beta ‘Angel’ Funding
Start-Up
BetaScale
T h e O p p o r t u n i t y
Investors BorrowersMicro-Entrepreneurs
Investor Loans
Social Loans
MFIMicro-Finance Institution
NGO NFPO NGO NFPO
No AccessDeveloped World Undeveloped World
No Access
Grameen-Yunus-Nobel
25 Year: Legitimate Debt Sector
$10 Billion Loaned to Date
100 Million Loans: 60-90% WOMEN
97% Payback
500 MILLION Micro-Entrepreneurs
$50 BILLION Capital demand
Growing at 15-30% annually
*No existing scalable distribution model
Investment: $25,000 Cash+ 2 Years / Time / Effort
People - $250,000Legal - $250,000Technology - $300,000
GlobeFunder LiveMFI Partners In SystemLoans Fulfilled
BETA INVESTOR PORTAL
NEXT GENERATIONFINANCIAL PORTAL
Investment: $800,000 Investment: $6,000,000
6 Current MFI Partners(Kenya, Mexico, Armenia, Morocco)
Initial Demand: 3,000 Borrowers
(2 Weeks)
VISION: To create a global community of investors... helping micro-entrepreneurs.
10,000 MFIs;200 Do Bulk of Lending
$
Market Driven Interest Rates
GlobeFunder RevenueBorrower: Transaction FeeLender: Broker FeeGlobe Funder: The Float
DraFt
moDeL
ENGAGEMENT Tool EXAMplES
10
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
ENGAGEMENT Tool EXAMplES
11
� All information Copyright © 2000-2009 For Impact | The Suddes Group
The Community
“Whatever hurts my brother, hurts me.”
“STUDENTS”
“TEACHERS”“LEARNING
EXPERIENCE”
547 1857 1868 1972 2007 20121974
Purpose
Priorities
Plan
Inner City Young Men Rule of St. Benedict Transforming Lives
DRAFT v. 1.0
How you can help... NOW:
1. CHAMPION ...Our School
2. INVITE ...others to ENGAGE
3. INVEST ... with a COMMENSURATE COMMITMENT
LEADINVESTMENTS
LEGACY SOCIETY
“TOMORROW”
“FOREVER”
“TODAY”
$19 M
$35 M
$3.5 M
$3 MANNUAL OPERATIONS
PRIORITY INITIATIVES
• Tuition Aid • Residence Life • Counseling and Guidance
• Experiential Learning Trips • Learning Environment • Service & Outreach
• Core Learning Programs • Religion • Arts & Athletics
• Leadership • 95% of Graduates go to College
• Stability • Tradition
• Meet 100% of Financial Need • Demand Excellence
For Impact High School
All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 10
LeadershipGifts
LeDucLeadership Society
Hatlen Society
CHanGinG tHe LiveS of tHe viSuaLLy impaireD worLDwiDe
we teaCH inDepenDenCetHrouGH inDepenDent LivinG
tranSforminG tHeLivinG SKiLLS Center
tuition (public)+
Community Support (private)+
franchise fees
funDinG moDeL
DRAFT13 August 08
whole Life Curriculum
independentapartment
Living
Students
1. HQ + independent living “Campus” $2.8 m $26.8 m
2. Bay area international model $300 K
3. franchise our model - Seed money $630 K
(internationaL)HatLen Center for tHe BLinD
DraFt
ENGAGEMENT Tool EXAMplES
12
All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 11
Cancer Prevention for Kids.
Physical Nutrition Tobacco Obesity
Bladder • •
Breast • • • •
Colon/Rectal • • • •
Esophageal •
Head & Neck •
Kidney • • •
Lung • •
Ovarian • •
Prostate • • • •
Stomach •
Uterine • • •
150K
50K
50K
100K $ 1,125 - Leadership Society
$ 5,000 - Visionary
$ 10,000 - Angel
$ 50,000 - Benefactor
“Half of all cancer deaths are caused by lifestyle choices like smoking, physical inactivity, and poor diet.” - American Cancer Society
Road of Life is the only organization in the US focused exclusively on cancer preventionfor kids.
Preventable Cancers
Other Chronic DiseasesType II DiabetesChildhood ObesityHeart Disease
AdultsChildren
Treatment
Detection
Prevention
Children
R&D
Publishing Delivery& Training
Web(Open Source)
Evaluation CurriculumDevelopment
CampsAfter
SchoolSchools
CurriculumAdvisory
Board
Opportunity
Vision 2015: Ability to impact every child in the nation.
2007 Funding Plan
Physical ActivityNutrition
Tobacco Prevention
10,000 Children in 2007
450KCampaign390K
Grants220KVISTA
E a r n e d I n c o m e
$1.2M
EducationNafisah Abdul-RahimRob LucasRyan JolleyBrad ToddAnne RodgersJenna HeuringBeth Shapiro, M. EdMandy Berlin, M. Ed.Carol FalkMike GrossJamie ColeJeffrey Ferezan MBAKate Lewicki M.EdMatt Youngner
DraFt
ENGAGEMENT Tool EXAMplES
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All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 13
TO
MO
RR
OW
FO
RE
VE
R
TOD
AY
STUDENT LIFE
SUPPORT OUR FUNDING INITIATIVES
JOIN THE TOWER SOCIETY
JOIN THE PRESIDENT’S CIRCLE
INVEST IN THE ANNUAL FUND
IMMEDIATE PROJECTS • Rickey • Ross • Lilly • Summer Science
EDUCATIONALEXPERIENCE
FINANCIALSTABILITY
DRAFT
PARTICIPATION
LIFETIME RELATIONSHIPS
OWU PT 15July08
LEGACY
“PRESIDENT’S CIRCLE”
ANNUAL FUND
TODAY. TOMORROW. FOREVER.
PLAN
PRIORITIES
How You Can Help: 1. CHAMPION... OWU.
2. INVITE... others to ENGAGE.
3. INVEST... with a COMMENSURATE COMMITMENT.
EXAMPLES: • Scholarship & Financial Aid
• Professorships
• Academic Programs
• Facilities
• Campus Improvement
PRIORITIES
PURPOSE
EDUCATING OUR STUDENTS FOR LEADERSHIP & SERVICE
NEW LEADERSHIP
THE MESSAGE: RIGOR. RELATIONSHIPS. REAL WORLD.
THE STORY:
POISED FOR GREATNESSLIBERAL ARTS TRADITION
(1842)
SampleUniversity
ENGAGEMENT Tool EXAMplES
14
All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 14
Transforming CulTure...
one sTudenT aT a Time
Legacy Society
$4 M
Well educated, articulate
young Men & Women
Resourcefulness
& Purpose
Moral integrity
christian character
prioriTy iniTiaTives
plan
purpose
ViSion 2010PRioRitieS
$15 M
oaKSeducation
fund$540 K
The meThod
classical teaching Methods
School culture
& Values
Heritage
trivium
tools
family
environment
Vision
christ-centered
Biblical Worldview
integration
Spiritual foundation
sTudenTs • Smaller classroom Size • tuition assistance • Recruitment & Retention
TeaChers • compensation & Benefits • Staff development • educational advancement
Campus • Permanent Home • Learning environment • growth & development
$600 K
1 @ $1.5m
2 @ $1.0m
4 @ $500K
12 @ $250K
15 @ $100K
$400 K
$14 m
DraFt
ENGAGEMENT Tool EXAMplES
15
All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 12
The VisionAspiration: To Provide the FINEST LIBERAL ARTS EDUCATION in the Country.
Drawing upon the adventurous spirit of the Rocky Mountain West, we challenge students, one course at a time, to develop those habits of intellect and imagination that will preparethem for learning and leadership throughout their lives.
COLORADO COLLEGE
A UNIQUEEXPERIENCE
LEARNING LOCATION LEADERSHIP
INVESTMENT IMPACT
NOWVISION
201020071874
The PrioritiesSTUDENTS
FACULTY CAMPUS
The PlanHow you can help... NOW:
• CHAMPION ...Colorado College
• INVITE ...others to ENGAGE
• INVEST ... with a COMMENSURATE COMMITMENT
TOMORROW
FOREVER
TODAY
LEADINVESTMENT
PRIORITYINITIATIVES
VISION 2010
LEGACY SOCIETY
PRESIDENTS CIRCLE
1874 SOCIETY
DRAFT
ENGAGEMENT Tool EXAMplES
COLLEGE• 1874 •
COLLEGE
16
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
[DRAFT]
• Respect For Human Potential• Accept All Who Want to Attend• Focus on Outcomes vs. Input
University of ‘opportUnity’Any One. Any Time. Any Place.
Accessible. Affordable. Flexible.
• Learners & Families
• Employers
• Community
toDAy’s
iMpACt
OUR UNIQUE BUSINESS MODEL
THE BEST OF
Social Sector
FRANKLIN UNIVERSITY
THE BEST OF
Private Sector
LEaRNER PROFILE
• 32: Average Age• 85% Working Full Time• 26% Ethnic Minorities• 55% Female• 3% International
* _ _% Online Credit Hours
teACHers spACes
LeArners
Main Campus• Regional
• National• International
• Virtual
[110309] cf
[DRAFT]
OppOrtunity Funds
Priorities
LeGACY
oPPortUNitY FUNDs
MeMorABLe eXPerieNCes
LiFetiMe reLAtioNsHiPs
TO
DaY
fo
rev
er T
OM
OR
ROW2X:
DoUBLe tHe NUMBer oF LeArNers BY 2015
DeveLopMent GrowtH
enroLLMent GrowtH&
sCALe & GroW
w PRIORITIES
w PURPOSE
w PLAN
to provide: HiGH QUALity... professionAL eDUCAtion... at a reAsonABLe Cost.... and a GreAt vALUe... to BroADest possiBLe GroUp of LeArners.
ENGAGEMENT Tool EXAMplES
SCHOOL
SCHOOL
17
All information Copyright © 2011 For Impact | The Suddes Group forimpact.org
ENGAGEMENT Tool EXAMplES
Copyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 15
Vision Cards
(Where The Money Goes)
We Do We do it We Do It
(DEVELOP) (To BUILD) (Through Our)
SPIRIT
MIND
BODY
Strong, Healthy KIDS
Strong, Healthy FAMILIES
Strong, Healthy COMMUNITIES
What... Why... How...
PEOPLE
PROGRAMS
PLACES
We Do We do it We Do It
(DEVELOP) (To BUILD) (Through Our)
SPIRIT
MIND
BODY
Strong, Healthy KIDS
Strong, Healthy FAMILIES
Strong, Healthy COMMUNITIES
What... Why... How...
PEOPLE
PROGRAMS
PLACES
We Do We do it We Do It
(DEVELOP) (To BUILD) (Through Our)
SPIRIT
MIND
BODY
Strong, Healthy KIDS
Strong, Healthy FAMILIES
Strong, Healthy COMMUNITIES
What... Why... How...
PEOPLE
PROGRAMS
PLACES
What... Why... How...
Cures
Smoke Free Kids
Clean Air
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All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgCopyright © 2001–2009 For Impact | The Suddes Group www.forimpact.org 16
A LEGACY SOCIETY
• Minimum $200,000 Planned Gift • Use LEGACY/PLANNED GIFTS to reach ENDOWMENT GOALS!
$15M
EXAMPLE EXAMPLE
$5M$2M$3M
$25M
$125M$50M
$5M$20M
$200M
PRESIDENT’SCIRCLE
TOM
OR
RO
W
FO
RE
VE
R
TOD
AY
GOAL
EXAMPLE
PRIORITIES CAMPAIGN INITIATIVE
STUDENTS
FACULTY CAMPUS
3102033
300300300
1,000± Q.P.
3 x 3 x 3 = 300 Q.P. Days Weeks
Top 1,000 Qualified Prospects
33 Lead Investments 1 at $ 2 at $ 4 at $ 8 at $ 18 at $ 33
LIFETIME RELATIONSHIPS/PARTICIPATION
• Alumni Office focuses on LIFETIME RELATIONSHIPS. • ALUMNI OFFICE and DEVELOPMENT OFFICE focus on PARTICIPATION. • DEVELOPMENT FOCUS on one MEMBERSHIP/ LEADERSHIP SOCIETY at $1,000.
IDEAS
• HOLISTIC APPROACH• Use of VOLUNTEERS• Use of STUDENT CALL CENTERS• Increased PARTICIPATION will GUARANTEE increased GIVING • Not about “give what you can”/"every little bit helps”• All about a COMMENSURATE INVESTMENT. (Capacity, Relationship, etc.)
Establish a “$10K” ‘MEMBERSHIP’ GROUP
• $10,000 Minimum Investment • Funds Innovative Projects within ANNUAL OPERATIONS
EDUCATION FUNDING MODEL
KT10.3.07a
LEGACY SOCIETY
LIFETIME RELATIONSHIPS
PARTICIPATION
PRIORITIESCAMPAIGN
EXaMPLE FUndinG ModELENGAGEMENT Tool EXAMplES
19
All information Copyright © 2011 For Impact | The Suddes Group forimpact.orgAll information Copyright © 2010 For Impact | The Suddes Group forimpact.org
Roch
est
er
Con
tin
uu
m O
f C
are
Fu
nd
ing M
od
el
An
d 1
000 D
ay F
un
din
g P
lan
Tod
ay
Pro
gra
ms
(An
nu
al)
C
urre
nt
Futu
re
B&
G
$
1 . 1 M
$
1 .4
M
CC
R&R
$2.
7M
$4
. 3M
*CC
R&R
Fixe
d C
ost I
ncre
ases
By
$
30K
w/
Mov
e.
• $
160
K R
ent/
Uti
litie
s/Et
c.
• M
inus
$13
0K
In C
ost-
Savi
ngs
B
y C
onso
lidat
ing
Thr
ee
Lo
cati
ons
* C
CR&
R To
Rec
eive
Add
itio
nal
$1.6
M In
Ann
ual F
eder
al
Fund
ing
On
ly If
MO
ve
- For
Ea
rly
Hea
d St
art.
Fore
ver
Legacy S
ocie
ty/E
nd
ow
men
t
Goa
l: 30
Mem
bers
Ove
r N
ext 1
00
0 D
ays
* “P
rote
cts
Prog
ram
s”
* Pl
anne
d G
ifts
To P
rote
ct A
nnua
l
Com
mit
men
ts
* U
sed
To B
uild
End
owm
ent
* Fo
cus
On
Boys
And
Gir
ls C
lub
Roc
hest
er_F
undi
ngP
lan_
5131
0
Tom
orr
ow
Sin
gle
Sit
e, 2x C
ap
acit
yH
eart
Of
Th
e C
om
mu
nit
y
Goa
l: $
7.0
M3
— 5
Yr.
Com
mit
men
ts
• $
4.0
0M L
ead
Fund
ers
1 @
$1
. 0 M
2 @
$7
50K
3 @
$ 50
0 K
4 @
$2
5 0K
• $
1 .0
0M L
ocal
Eco
nom
ic D
evel
opm
ent
‘Ins
urin
g O
ur F
utur
e @
5%
’
• $
0. 7
5M C
omm
itte
d Fr
om B
oard
+
• $
0.5
0M F
ound
atio
n Su
ppor
t O
utsi
de M
n
• $
0.5
0M I
n-K
ind
• $
1 .0
0M N
ew M
arke
t Tax
Cre
dit
* D
oes
Not
Incl
ude
Poss
ible
Fed
eral
Fun
ding
Sup
port
If $
6.0
M r
ais
ed
to e
xp
an
d s
erv
ices
then
we l
evera
ge
an
ad
dit
ion
al
$5.2
M i
n g
overn
men
t fu
nd
ing.
[DRAFT
]
ENGAGEMENT Tool EXAMplES
20