sosi discussion & habitat affiliate benefits

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Attendees will receive slides and other resources via email after the web conference

2013 Capacity Building Webinar Series

SOSI Discussion &Habitat Affiliate Benefits

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2013 Capacity Building Webinar Series

• Monthly web conference hosted by HFH-MN for affiliates.

• Web conferences will be the last Wednesday of each month from 11am-12:15pm

• Upcoming topics:

– April 24 – Volunteer Recruitment and Retention

– May 29 – Finding Qualified Families

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How to Participate

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Goals for Today

1. Help Minnesota affiliates understand the purpose, timeline and details of SOSI

2. Provide a forum for dialogue with peers and with HFHI

3. Highlight opportunities to build a stronger connection with HFHI

Small = < 50,000

Medium = 50,000-

249,999

Large = 250,000-749,999

Very Large = > 750,000

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Today’s Panelist

Sue HendersonVice President, U.S. and CanadaHabitat for Humanity International

Before joining HFHI in 2008,

Henderson was a partner with a

regional law firm based in Atlanta,

where she specialized in commercial

real estate transactions. She is a

graduate of the University of Georgia

and Georgetown University Law

Center.

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“SO-SI” or “Saucy”?

Stewardship and

Organizational

Sustainability

Initiative (SOSI) is a

new cost-sharing

program from HFHI

that will require all

affiliates to pay annual

fees to support HFHI

operations. Fees are

based on GSA

[email protected]

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How Did We Get Here?

U.S. SOSI Timeline: Where Are We Now?

2011 2012 2013

May: Larry briefs U.S. Council on proposed International SOSI during meeting in Atlanta.

May: During meeting in Park City, Utah, Larry informs U.S. Council of IBOD approval of International SOSI.

March: International SOSI approved by HFHI Board of Directors.

September: At meeting in Atlanta, Larry makes case to U.S. Council for U.S. SOSI; basic fee structure discussed.

November: U.S. Office staff make detailed U.S. SOSI proposal to task force (U.S. Council plus representatives of Finance/RD & Policy committees.)

January: In-depth discussion of proposed U.S. SOSI occurs during U.S. Council meeting in Atlanta, with presentation of questions developed by task force.

February: Webinar introduces proposed U.S. SOSI to affiliates. Creation and content of webinar shaped by task force questions. Mailbox activated for questions/comments.

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SOSI Process is Just Beginning

U.S. SOSI Timeline: What Happens Next?

2013

March: National Conference/Q&A on U.S. SOSI at Executive Forum.

September: U.S. Council meets to review comments received to date.

May: U.S. Council to meet in Atlanta for further SOSI discussion.

March-June: Finance/RD and Policy committees will work with HFHI staff on final details and draft SOSI policy.

January: First U.S. SOSI payment due.

2014

July: Draft U.S. SOSI policy posted for 75-day comment period.

75-day comment period

November: Final policy published.

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HFHI Strategic Plan 2014-2018

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GOAL: BUILD A SUSTAINABLE ORGANIZATION

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Habitat & Change

Habitat has always been in a huge process of change, and there’s a tough side of change but there are also all the benefits of change.

– Jonathan Reckford

“We’re not going to change Habitat – it is what it is.”

– 2013 Affiliate Conference attendee

Habitat was never designed to be

an organization. It was designed

to be a movement… but we’ve

evolved into a very complex

organization.

--Jonathan Reckford

What are your thoughts about Habitat and change?

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Why are fees based on geographic service area population?

Minnesota Affiliates

• 14 small

• 14 medium*

• 1 large

• 1 very large

*Red River Valley & LaCrosse are multi-state service areas; both “medium”

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SMALL MEDIUM

Affiliate Name

Affiliate City Anywhere

State USA GSA Population

Affiliate Partner ID # 0000 - 0000 GSA Population Category

New Recycle Rehab Repair

$13,968 3.21 1.56 0.17 0.43 1.05 $3,811

HFHI Dollars Distributed $113 Million

HFHI Gift-In-Kind Product Value Distributed $33 Million

Public Service Announcements Value $60 Million

$1,200

$500

$750

$1,000

$1,200

$4,650

$9,318

$13,968

[email protected]

For questions or clarification, please contact the Affiliate Support Center:

1-877-HFHI-HELP, 1-877-434-4435

Thank you for your continued service to your community.

SubTotal

Grand Total

GIK Value Distributed to Your Affiliate

The Home Depot Foundation

US/Canada Softwood Lumber Agreement

International

Giving - Tithe

Habitat for Humanity International DISBURSEMENTS

HUD Capacity Building Grant 2008

Nissan Sponsorship

Direct Transfer Value to Affiliate

From HFHI in FY2012Total

OVERALL HFHI TRANSFERS TO All U.S. AFFILIATES $113 Million HFHI Dollars

Distributed by GSA Population

in FY 2012

State Farm

HFH of Small Town ABC

*DRAFT Uses Averages of ALL SMALL GSA Affiliates, For Discussion Purposes Only*

FY12 Families Served By Your Affiliate(Reflects Average of All U.S. Small Affiliates in FY12)

FY12 Program Funds Distributed To Your Affiliate(Programs below are an example of what 1 Small affiliate might receive)

Small

< 50,000

AFFILIATE BENEFIT SUMMARY

Program Funds Distributed To Your Affiliate

Median Average

Very Large $127,329 $707,994Large (250,000 - 749,999) $62,710 $265,925

Medium (50,000 - 249,000) $13,277 $35,898Small $4,643 $17,637Other (Merged or Withdrew) - -

FY12 HFHI Dollars

Transfer to Affiliates

(not including GIK & PSA)

Geographic Service Area

Population Legend

(> 750,000)

(< 50,000)

“This report may not include all financial transactions between HFHI and the affiliate. It is not intended to be used other than between the two organizations.”

Affiliate Name

Affiliate City Anywhere

State USA GSA Population

Affiliate Partner ID # 0000 - 0000 GSA Population Category

New Recycle Rehab Repair

$32,438 6.3 2.8 0.2 0.6 2.7 $9,542

HFHI Dollars Distributed $113 Million

HFHI Gift-In-Kind Product Value Distributed $33 Million

Public Service Announcements Value $60 Million

$2,500

$300

$3,000

$500

$1,000

$1,000

$5,000

$13,300

$19,138

$32,438

[email protected]

PG&E Corporation

HFH of Medium Town ABC

50,000-249,999

Medium

*DRAFT Uses Averages of ALL MEDIUM GSA Affiliates, For Discussion Purposes Only*

Thrivent Financial for Lutherans

US/Canada Softwood Lumber Agreement

International

Giving - Tithe

Habitat for Humanity International DISBURSEMENTS

Citigroup Foundation

Direct Transfer Value to Affiliate

From HFHI in FY2012Total

Bank of America Foundation - House Building

OVERALL HFHI TRANSFERS TO All U.S. AFFILIATES $113 Million HFHI Dollars

Distributed by GSA Population

in FY 2012

FY12 Families Served By Your Affiliate(Reflects Average of ALL U.S. Medium Affiliates in FY12)

FY12 Program Funds Distributed To Your Affiliate(Programs below are an example of what 1 Medium affiliate might receive)

HUD SHOP Fund

Lowes Corporation

SubTotal

Grand Total

GIK Value Distributed to Your Affiliate

For questions or clarification, please contact the Affiliate Support Center:

1-877-HFHI-HELP, 1-877-434-4435

Thank you for your continued service to your community.

AFFILIATE BENEFIT SUMMARY

Program Funds Distributed To Your Affiliate

Median Average

Very Large $127,329 $707,994Large (250,000 - 749,999) $62,710 $265,925

Medium (50,000 - 249,000) $13,277 $35,898Small $4,643 $17,637Other (Merged or Withdrew) - -

FY12 HFHI Dollars

Transfer to Affiliates

(not including GIK & PSA)

Geographic Service Area

Population Legend

(> 750,000)

(< 50,000)

“This report may not in clude all financial tr ansactions between HFHI and th e affiliate. I t is not in tended to be used other th an between th e tw o organizations.”

10.7%

23%

Large = 12.7%

Very Large = 11.1%

13968 32438

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What about 990s?

• Could 990s and assets be used to determine fees instead?

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Will HFHI stop fundraising in my community?

No.

“We actually want to do

more fundraising, not less.”

--Jonathan Reckford

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“If I pay this fee, I’ll have to reduce my tithe.”

• Tithe funds go directly for the support of our international program.

• HFHI does not take a cut.

• We are a long way from 10%.

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How can I get the most “bang for my buck?”• Affiliate Sample Database

• My.Habitat

• Affiliate Support Center

• HabitatLearns.org

• New Affiliate Leader Orientation

• ACCES

• Training conference calls

• BuildBrand Store

• Habitat Store Online

• Habitat World

• US Office News

• Crisis Communication Support

• PhotoNet

• Global Village

• SSOs

• Advocacy & Gov’t Relations

• Online donation tool

• ABWK

• Youth United

• Cars for Homes

• Cost Share Consultancy

• Disaster Response

• Gifts in Kind

• Church Relations

• Group insurance

• NRI

• ReStore Support

• Veteran’s Build

• Women Build

• Construction Technologies

• Disaster Corps

• Legal Services

• Marketing and BRAND support

• MPAR

• Quality Assurance

• Crisis Intervention & Support

• Tithe

• AmeriCorps/VISTA

• Org. Dev. Consultants

• Collegiate Challenge

• FUNDING RESOURCES

• Recognition

• Coming soon – outcome evaluation tools!

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SOSI Resources

• My.Habitat.Org

• http://my.habitat.org/kc/home/sosi

– Webinar Recording

– Executive Forum Notes

– Affiliate Benefit Summaries

– Frequently Asked Questions & Answers

– And More!

http://my.habitat.org/kc/home/sosi





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2013 OLE Conference is April 16-17

2013 OLE Conference will feature presentations & exhibits from 10 HFHI staff

Register by April 2 to be eligible to win a Keurig MINI Plus coffee machine!

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Next Webinar

April 24 – In honor of National Volunteer Week, we will focus this web conference on volunteer recruitment and retention.

Register today!

https://cc.readytalk.com/r/xzqcdj7hcj28

https://cc.readytalk.com/r/xzqcdj7hcj28

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Thanks to Sue Henderson for joining us today!

Please take a moment to complete the brief survey as

you exit the web conference.

THANK YOU!

sosi discussion & habitat affiliate benefits

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