missoula community foundation · 2020-02-26 · additionally, community foundations are important...
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MissoulaCommunityFoundation
StrategicFramework2020
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TABLEOFCONTENTS:
WHATISACOMMUNITYFOUNDATION? 3
WHOWEARE 4
GUIDINGOURWORK:MISSION,VISION,VALUES 5MISSION 5VISION 5VALUE 5
LOOKINGAHEAD:MissoulaCommunityFoundation2.0 6HOWWEWORK 8FOCUSAREAS 9OURROLES 11MEASURINGOURPROGRESS 12FundManagementandAccreditation 12EnhancingourExistingPrograms 12GrowingourImpact 12
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WHATISACOMMUNITYFOUNDATION?
CommunityFoundationsareonthecuttingedgeoftoday’sphilanthropy.Theyprovideawayforeventhesmallestfinancialdonortomakealastingdifferenceinthecommunitiestheylove,whileallowinglike-mindedinvestorstopooltheirresources–creatingagreaterfinancialimpactthantheycouldalone.
Communityfoundationsworkwithindividuals,families,businesses,andorganizationstocreatepermanentcharitablefundsthathelpimprovecommunities.Theyinvestandadministerthesefunds.
Additionally,communityfoundationsareimportantpartnersinbuildingandstrengtheningcommunity,bringingtogetherpeopleandorganizationsthatwanttomakeadifferencewithintheircity,county,state,andbeyond.Theyaretax-exemptpubliccharitiesthathelpguidephilanthropyandarecommittedtoimprovingthequalityoflifeintheareastheyserve.
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WHOWEARE
In2000,theMissoulianleda‘Celebrate2000’campaigntogivebacktotheMissoulacommunity.Thisresultedinapermanentendowmentof$45,000forMissoulatolaunchwhatwasthencalledCelebrateMissoula.TodayCelebrateMissoulaistheMissoulaCommunityFoundation.Duringtheinitial‘Celebrate2000’campaign,theMissoulianalsogiftedanother$25,000tobegivenoutinsmallgrants.Overtheyears,MissoulaCommunityFoundationhasfundedprojectssuchasthebenchesstructuresSilverPark,theprojectorfortheNorthMissoulaOutdoorCinema,andthebridgeatthefishingpondnearBancroftandSouthwestHiggins.Since2000,wehavegrantedout$155,000fromtheearningofourendowmenttoareanonprofits.
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• In2007,CelebrateMissoulahireditsfirststaffperson.• In2009,CelebrateMissoulamergedwithWesternMontanaCommunityFoundationtobecomeMissoulaCommunityFoundation.
• In2011,MissoulaCommunityFoundationlauncheditsScholarshipFund.Sincethenwe’vegranted42scholarshipstoMissoulahighschoolseniors.
• In2013,welaunchedtheMissoulaProjectforNonprofitExcellence(MPNE),whichhasdelivered$195,000worthofintensecapacitybuildingservicesto17areanonprofits.
• In2014,welaunchedMissoulaGives,anannual,26-hourcampaignthatcelebratesourcommunity.Ourplatformhashelpedraise$1.7millionfortheregion’snonprofits.Withmorethan160nonprofitsparticipatingand2,330donors.
Weareveryproudofourprogramsandthefundsthatwehavedispersed.Todaywehavetwostaffmembersandourendowmentisvaluedat$390,000.
GUIDINGOURWORK:MISSION,VISION,VALUES
MISSIONEnhancecommunityvitalitybyinspiringcommunitygivingandstrengtheningnonprofits
VISIONAthriving,unique,andengagedcommunity
VALUECommunityDriven.Webelievethatpeoplecomefirst;welistentoourcommunity,partners,nonprofits,anddonorstoinformourwork.
Integrity.Anabidingpledgetotrust,honesty,professionalism,civility,andrespect.Wesafeguardourdonors’intentinperpetuity.
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Innovation.Wewanttoapproachourworkwithanopenmind,invitingnewideasandpioneeringpractices.Wedemonstratecreativity,resourcefulness,andingenuityinachievingcommunitygood.
Impactful.Wewantourworktobeimpactful,tobeapartnerinshapingandinfluencing,andmakingalastingdifferenceinMissoula,thecommunityweserve.
Equity.Webelievethatequityisattheheartofallwedo,webelieveitshoulddriveourdecisions,ourprogramsandfunding,andiskeyincreatingathrivingcommunity.
LOOKINGAHEAD:MissoulaCommunityFoundation2.0
In2019,thestaffandboardoftheMissoulaCommunityFoundationdecidedtolookinwardandthinkabouthowtheorganizationcouldbemoreimpactful,doabetterjobofgrowingphilanthropyinourcommunity,andcreateamoresustainableoperatingmodelforusmovingforward.
Weconductedresearchoncommunityphilanthropy,growingendowments,andcommunityfoundationoperations.Wedidascanofourcommunityandtheexistingresearch.Weheldstakeholderinterviewsacrossthecommunityandinterviewedourboardandstaff.Welearnedafewthings.
• Between1970andtodayrelianceonnon-laborincomehasincreased150%,thegreatestincreaseswereingovernmentfundedprogramsliketheSupplementalNutritionalAssistanceProgram(SNAP)andSocialSecurity.
• Ourunemploymentrateislowat3.4%.• Thelargestpopulationgrowthis65+.• Thecosttocareforouragingisincreasing.• Thereisagrowinggapbetweenincomeandhousingcosts.• Thenumberofhomelessyouthisincreasing.
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• Wehavethehighestjobgrowthinthestate.
• Ourcommunityhascometogethertobringbackourrivers,preserveopenspace,andsupportartsandculture.
• Ourfarmers’marketacceptsanddoublesSNAPbenefits.
Ourcommunitycares.Wearegenerousandwestandupforwhatwebelievein.
Aftercompilingallofourresearchandthedatawecollectedwesawclearlythatweneededtocreateanewstrategicframeworktohelpguideourwork.
CommunityphilanthropyhaschangedsignificantlysinceFrederickGofffirstcoinedtheterm,“CommunityChest”inClevelandOhioin1914.GofffoundedtheClevelandCommunityFoundationwitha$45,000donation.Hisideawassimple,acommunitychest(yesMonopoly!)forthefuture
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needsoftheClevelandcommunity.Asof2013,theFoundationhadaccepted$975millioningiftswithamarketvalueof$2.1billion.TheFoundationgrants$85millionannually.This‘chest’hasallowedthecommunitytofundandaddressmanyofCleveland’schallengesincludingeducation,affordablehousing,civilrights,neighborhoodrevitalization,women’srightsandartsandculture.
AttheMissoulaCommunityFoundationwewantthiskindofinvestmentinMissoula.Werecognizethatthisisanambitiousgoal,butfeelthatthedatasupportsthisshiftandweknowtheimpactofthiswillbesignificant.
Inawealthstudytransfer,commissionedbytheMontanaCommunityFoundation,by2060$14.26billionwillbetransferredfromonegenerationtothenextinMissoulaCounty.IftheMissoulaCommunityFoundationcouldcapturejustfivepercentofthesefunds,itwouldamountto$712.9million.Thiscouldtranslatetoanannualpayoutof$35.7milliontofundwhateverMissoula’sfuturechallengesmightbe.Thisrepresentsahugeopportunityforourcommunity.
HOWWEWORK
InordertobemoresustainableandtakealeadershiproleinaddressingtheneedsofMissoulawecreatedanewbusinessmodeltosupportourwork.WewanttogrowthephilanthropicpoolfortheneedsofMissoula.Wewanttohelpthehardworkingnonprofitsinourcommunityfulfilltheirmissions.Tothisend,wewillnolongeroperateasanaffiliateoftheMontanaCommunityFoundationandwillbegintomanageourownfunds.
Thiswillallowlocalestablishmentofdonoradvisedfunds,deferredgiftsannuities,fieldofinterestfunds,andunrestrictedgifts.Localmanagmentofthesefundswillallowustofocusontheneedsofourcommunityandcapturemorelegacygiftsbyprovidingexpertisetodonorsandtothenonprofitcommunity.
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FOCUSAREAS
Empoweredbyallwelearnedin2019,weidentifiedseveralareasthatwillallowustofocusonneed,opportunityandimpact.
Education:Educationisagatewaytoanimprovedfuture.Wewanttoimproveaccesstolifelongeducation,focusingonK-12,secondaryeducation,andopportunitiesfornonprofits.EducationisanintegralpartofMissoulaCommunityFoundation’swork.
ThroughourMissoulaProjectforNonprofitExcellence(MPNE)program,wehavehelpedidentifycapacitybuildingprojectsandfundedworktoenableareanonprofitstomoreeffectivelydeliverontheirmission.Thisworkisoftenanoverlookedfundingareathatsupportsthevitalnonprofitinfrastructureinourcommunity.
“Capacity building helps organizations obtain, improve, and retain the skills, knowledge, tools, equipment and other resources needed to do their jobs competently or to a greater capacity”
- Julie Osborne MPNE Advisory Committee
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Movingforward,wewillexpandourexpertisetobearesourcefordonorstomaximizetheirgivingimpactandtononprofitstoincreasetheirplannedgiving.
ArtsandCulture:Missoulaiswhatsomepeoplecalla‘citytown’.Smallenoughtoseeyourneighborsatthegrocerystore,butbigenoughtooffersignificantopportunitiesinartsandculture.Aswegrowthereisaconcernthatwelosethesethingsthatmakeourcommunityspecial.Wewanttoenhanceappreciationoftheartsandparticipationinculturalexperiences.
MissoulaCommunityFoundationhaslongsupportedtheartsandcultureintheMissoulacommunity.Wehaveseveralorganizationsthatwefiscallysponsor:OpenA.I.R.,TellUsSomething,PreserveHistoricMissoula,andLakeMissoulaOldTime.WehavealsohadorganizationssuchasARTSMissoula,TheRoxy,andotherentitiesparticipateinourMissoulaProjectforNonprofitExcellence.
Movingforwardwewillcontinuetodothiswork,butwilllooktobuildfundsandinitiativesdrivenbydonorsandcommunityneeds.
CommunityCare:Wecareforourcommunityandsodomanyofthepeoplethatlivehere.Wewanttocreatefundsthatreflectthegenerosityandcarethatisevidentinthisplacewecallhome.Severaloftheareasthatwereidentifiedinourresearchandstakeholderinterviewswereaffordablehousing,mentalhealth,addiction,andaging.
Donorsmaybepassionateaboutaffordablehousing,agingpopulations,orpublicspaces.Inthatcasewemaywanttocreateafundfor:
• Onetimefundforindividualsincrisis• Addressingaginginplace• Publicspaceprojects
Aswegrowwewanttoserveourdonorsandaddressourchallengesasacommunity.Asourvaluesstate,wewanttobeCommunityDriven.
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OURROLES
Asweworkinthesefocusareas,wewillplaythreemajorrolesinthiswork.
Funder:AsweworktobuildfundsfocusedontheMissoulacommunitywewillpursuecivicandphilanthropicfundsthatreflecttheintersectionofdonorinterestandMissoulaneeds.Asafunderwewilltakein,manage,grantandmeasureimpactoffunds.
Managingourownfundswillallowustomorecloselyworkwithdonors,tobeavoicefortheirinterests,andworkattheintersectionofdonorpassionandcommunityneed.
Connector:Wewillconnectdonorstocausestheycareabout.Wewillconnectnonprofitstofunders.Wewillconnectoutsidefunderstoourcommunity.Wewillconnectnonprofitstotheresourcestheyneedtobesuccessful.
MissoulaCommunityFoundationisanadvocatefortheneedsofourcommunityandwillworktoincreasethecapacityofthosedoinggoodworkinourcommunity.
Educator:Wewillhelpeducatedonorsaboutthemechanismsforcharitablegiving.Wewillprovideeducationtononprofitstomoreeffectivelyfulfilltheirmissionsandstrengthentheirwork.Wewillhelpeducatethecommunityonissues,trendsanddata.
Ineachoftheseroleswewillbefocusedonourmissionandvisionforourcommunity.Wewillworktoengagethecommunityinaconstructivewaytohelpaddressproblemsfromthegroundup.
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MEASURINGOURPROGRESS
Aclearworkplanwillbeapprovedbytheboardandusedtomeasureourworkmovingforward.Someofourprioritiesin2020include:
FundManagementandAccreditation WewillworktowardmeetingthestandardsrequiredtoapplyforcertificationforaccreditationbyNationalStandardsforUSCommunityFoundations.Thisaccreditationshowsourcommitmentofintegritytoourdonors,community,andthepublic.
EnhancingourExistingProgramsWewillcontinuetodeliverandstrengthenourexistingprograms.ThisincludesMissoulaGives,MPNE,MissoulaCommunityFoundationScholarshipProgram,FiscalSponsorships,andWomen’sGivingCircleofMissoulaCounty.Westrivetobeefficient,innovative,andimpactful.
GrowingourImpactIn2019weidentifiedthefocusareasofEducation,Arts&Culture,andCommunityCare.In2020wewillreachouttothosedoingimportantworkinthoseareas.Wewilllearnwhatisneededandworkwithdonorstodevelopfundstofurtherenhancetheworkbeingdone