u.me.we campaign draft

A $30 Million Campaign

To change the lives of over 2000 children and their families

Will fund Ubuntu Education Fund from FY12 through FY15

Will transform the Ubuntu Centre into a world-class health and education campus

could transform the lives of over 2,000 vulnerable children and their families

and Ubuntu – a story of hope “I was just another township child, going nowhere. Then Ubuntu found me.

They nurtured me. Counseled me. Educated me. Now I’m a student at

Rhodes University, one of South Africa’s finest educational institutions.

I might become a journalist. I might become a poet. Whichever career

path I choose, the decision will be mine. Because Ubuntu gave me the

most precious thing of all: the gift of choice.”

but, this is mycommunity

Health crisis

40% of community is HIV-positive

In 2009, ~28% of pregnant mothers in province were HIV-positive

1 in 4 girls are abused by age of 18

Children suffer from diarrhea, pneumonia, severe malnutrition, and mental health issues related totrauma

All of Ubuntu’s children are abused and/or lost parents/caregivers to HIV/AIDS

Education crisis

Physical abuse by teachers is rampant and often goes unreported

The national government declared a state of emergency for the province's department of education

Study done by JET Education services showed average teacher scored 67% on math and 55% on English assessments for grade 6

0 of 1,042 children assessed by Kip McGrath Education Consultants could do math at their current grade level in our area

Social crisis

Unemployment rate hovers around 80%

Lack of sanitation, insufficient water, and consistent electricity Inadequate housing— average of 8 people living in one room home

Every child is directly infected or affected by HIV

Children are exposed to rampant alcoholism, sex, and violence at young age

Child-headed households are a growing issue

Highly unsafe, unstable home 1 (76%) HIV infected or a!ected (100%)

Reading behind correct age level2 (100%) 1 or more years older than correct age for grade (42%)

Fits description

Does not fit description

A snapshot of our clients

SOURCE: Analysis by McKinsey & Company

1 Defined as home which is not secure against intrusion of persons or the elements, is highly unhygienic, and requires significant support to progress 2 As measured on Kip McGrath proficiency assessments

broke the mold Ignoring the traditional development models, we redefined the concept

of “going to scale.” Rather than expand geographically, Ubuntu drew

a seven-kilometer radius through a community of 400,000 people.

We built an integrated system of medical, educational, and social

interventions to ensure that an orphaned or vulnerable child could

succeed in the worlds of higher education and employment.

Internal achievements

2,000 children enrolled in Ubuntu’s cradle-to career program

132 students enrolled in university on full scholarships

$6.5 million capital campaign completed

25,000 ft Ubuntu Centre opened in Zwide Township

Launched BUILD program to create a transformative HR department focused on developing new leaders within the organization

Engaged in partnership with McKinsey and Company to assess Ubuntu’s impact and develop a model for quantifying success

External recognition

Ubuntu was highlighted at the 2006, 2009, 2010 and 2011 Clinton Global Initiatives

Jacob Lief, Ubuntu Co-Founder and President was recognized by the World Economic Forum as a 2010 Young Global Leader

Jacob was selected as an Aspen Global Fellow through the Aspen Institute

Banks Gwaxula, Ubuntu Co-Founder and Senior Advisor, was named 2010 Herald General Motors Citizen of the Year – the highest civic award in Port Elizabeth

recent achievements and recognition

can see our innovationIn September 2010, we opened the Ubuntu Centre. From the

outside, the Centre is spectacular. But what goes on inside, is even

more impressive. The Pediatric HIV Clinic and Pharmacy literally

save lives. Families and individuals receive life-changing counseling.

The Education Wing transforms vulnerable children into confident

scholars. The Theatre is a platform for children to act out their hopes

and dreams. The Centre is our home. It enables us to provide our

comprehensive intervention model under one roof.

The Ubuntu Centre

and my teamcreated the Ubuntu model for community development

Clients

Health

Stab

ility

Individualised cradle-career care

BUILDing a sustainable institution

Integrated clientservices

Based in the community

Scale in impact through depth, not breadth

1

2

3

4

5

Core principles

Core service areas

Tailored support services targeted to specific needs of client Individual development plans for optimal progress

Providing clients with health,education and household stability interventions

Committed to building institutional capacitySta! “grow with Ubuntu”

Long-term development strategy with deep community rootsEnsuring people are at the center of their own development

Ubuntu’s highly e!ective and innovative model is built on 5 core principles…

Investing in sta! development through training, upskilling and mentoring

Focused on changing lives, not just touching lives

the Ubuntu model

From cradle... ... to career

Health support EducationHousehold Stability

Ubuntu's Impact

24

52 57

76

92

4

8 0

3

20

4

2

39

4

1

47

1

0

72

4

100%

Significantly o! track

Slightly o! track

On track

Years with Ubuntu

Ubuntu's model stabilizes clients health over time

Percent

96%

92%

94%

of Ubuntu clients are adhering to their HIV drug regimen compared to 57% adherence rate Port Elizabeth and 75% adherence rate in South Africa

of Ubuntu clients are adherent to TB Treatment, compared to 56% in Eastern Cape Province

of TB treatment is successful, vs 41% in Eastern Cape, 76% in SA, 80% global


Ubuntu's ImpactUbuntu clients on treatment for HIV and TB are far more adherent than those who do not have Ubuntu support

1 Calculated as share of clients on treatment who are fully adherent to treatment; non-adherent clients became adherent within 1 year

75

57PE average

Ubuntu 96 1

-21%

-39%

SA average

ART adherence Percent

Ubuntu clients are more adherent than comparators Clients are above the threshold required to keep viral load at undetectable levels

Ubuntu clients are more adherent than comparators Clients are kept from developing resistant strains through Ubuntu s intensive support

53

Ubuntu

Eastern Cape

92

TB treatment adherence Percent


72

35

37%

Community 2 Ubuntu clients 1

Ubuntu clients see a matric pass rate which is significantly better than average at their schools

Matric pass rate Percent

Ubuntu's Impact72% of our clients have passed the secondary school matriculation exam, compared to 35% of students in schools that our clients attend

1 % of Ubuntu clients in 2009 passing matric2 Weighted average of schools (from which Ubuntu clients are drawn) pass rates excluding Ubuntu clients


Ubuntu's students have a pass rate which isbetter than anyschool from whichit’s clients are drawn

Ubuntu's ImpactUbuntu’s clients make a full year’s worth of progress in a year, as opposed to other students in the community who progressat only 0.5 years gain in a year

1 Assuming client joins Ubuntu at age 10, at same starting point as other student (reading age of 5)


0.5

1.0

Non-Ubuntu students in community

Ubuntu clients

-0.5

Average gains made by students in 1 school year for English proficiency Years

Ubuntu client accelerates ahead of student who is not with Ubuntu, achieving greater academic success1 Progress from age 10 to age 18

0 1 2 3 4 5 6 7 8 9

10 11 12 13

10 11 12 13 14 15 16 17 18

Age

Reading age

Other geographies cost 1.5-4 times as much to raise a child than to raise an Ubuntu child


1 Cost of raising child from age 0-22, including four years of university education 2 Programme cost divided over no. of clients accessing activity/service + cost to raise a child in SA in low-income family 3 Modeled bottom-up using assumptions of middle-income family 4 Taken top-down for middle-income cost to raise a child in London, including university tuition fees of £9k p.a. 5 Taken top-down for middle income cost to raise a child in US, including private university 6 R7.868 – 1$ US

Total cost per child1 $’0006

55

USA 5 London4 Johannesburg 3

35

Ubuntu

35

130

190

320

190

310

500

1.5x

2.5x

2.4x

3.9x

Middle-income families

Private college

Public college

Cost to raise

Programme cost2

Scholarship

Cost of Raising an Ubuntu Child

A child raised through Ubuntu has a significant positive impact on South Africa over their lifetime


Net lifetime contribution/(cost) to society excluding Ubuntu cost $’0001, Real 2010

-9

197

Not Ubuntu client

195

-2

Ubuntu client

Mandla

Not Ubuntu client, in Zwide HIV+ Non-adherent to ART Doesn’t get a job Receives an RDP house at age 25 Gets TB 3 times Lives to 35 Has 1 child by age 24, for whom he receives child support grants

Thuli

Ubuntu client in Zwide HIV+ Adherent to ART University degree – BCom Accounts Starts working age 22 Pays for own home Stays safe from TB Lives to 50 Supports own children Pays tax Increases earnings rapidly in 20s, tapering o! by 40

1 R7.868 – 1$ US

Cost of Raising an Ubuntu Child

Cost of raising an Ubuntu child is small relative to benefit of having an Ubuntu child in society


195

55

114 35

90 9

204

Net benefit to society of UEF child

Ubuntu’s model of depth rather than breadth leads to creation of $114k per client for society

If a donor invests $1 with Ubuntu (including the scholarship programme), a net gain for society of $2.20 occurs, while for that $1, the client will earn $8.70 in real terms over their lifetime

Cost/benefit comparison $’0001

Net cost to society of non-UEF child

Lifetime cost of Ubuntu support

Net value creation from investing in Ubuntu

Lifetime cost of Ubuntu scholarship programme

1 R7.868 – 1$ US *Illustrative model

Cost of Raising an Ubuntu Child*

Ubuntu’s theory of change guides how we think about measuring impact

Inputs Activities Outputs Intermediate Outcomes

High quality, skilled staff (largely local)

Anchor facility in Zwide with holistic high-quality services

Motivated clients

Education: ECD, ASP, Scholarships

Health: both physical (clinical care and nutrition for clients & their families) and psycho-social support for clients and families

Facilitate access to gov’t services

Client who have completed educational programmes

Client & families receiving care & treatment

Homes that are safe and monitored

Clients who receive government services due them

Healthy individual

Stable household/ environment

Educational progress

– ECD

– Primary2

– Secondary

– Post-Secondary (University, Technical college, or Learnerships)

Ultimate Outcomes

Our ‘north star’ is developing clients into healthy adults with stable jobs

Deliver

impact…

We do not measure success by the number of classes taught or meals served, but rather by the number of lives that have fundamentally been changed.

– Ubuntu Education Fund

1 Ubuntu primary and ECD programmes presently ramping up


HealthDevelop the province’s leading HIV health clinic for vulnerable children and their caregivers:

Increase access to life-saving medicine for HIV-positive children and their caregivers. Ensure HIV-positive pregnant women have access to drugs that prevent transmission of the virus to their children. Provide access to HIV testing for our children and their families.Ensure each child in our program is regularly seen by a doctor.

SustainabilityInvest in Ubuntu’s institutional capacity to ensure we develop into a truly sustainable organization:

Create a foundation of systems, policies and protocols to further strengthen our HR department and inculcate our unique management culture.Empower our team and ensure succession planning by further developing and training our sta!.Re-brand Ubuntu and launch a digital platform to further mobilize a community of global supporters.Complete physical upgrades and renovations of the Ubuntu Centre to transform the complex into a world-class health and education campus.

campaign objectivestransforming the lives of over 2,000 children and their families

Education: Pre-school —Grade 12Provide intensive, high-quality education from early childhood through grade 12 to ensure access to university and employment:

Improve school attendance.Improve academic performance.Provide after-school and weekend programing as well as holiday camps to ensure our children are both safe and are learning during non-school hours.Improve students’ level of life skills and self-confidence. Increase the number of vulnerable children graduating from high school and university.Ensure our students secure employment upon graduating.

Education: University & Training ProgramsStrengthen our university scholarship program:

Ensure our high school counseling program prepares students to make informed decisions about their future.Provide over 100 scholarships per year.Provide financial, emotional, social, and medical support for our children throughout university.Ensure students are paired with peer mentors from their communities to assist with di"cult life choices.

Household stabilityStrengthen our household stability initiative providing comprehensive social, medical and nutritional interventions in all our children’s homes:

Ensure the homes of our children are healthy, clean, safe and TB-free.Improve food security for vulnerable households.Decrease levels of transactional sex for girls in vulnerable households.Ensure all child-headed households are secure and have adequate resources to adequately support the family.

$8,000,000

$7,000,000

$6,000,000

$5,000,000

$4,000,000

$3,000,000

$2,000,000

$1,000,000

$0

External Relations

Upgrade of Campus Infrastructure

Household Stability

University Scholarships

Pediatric Clinic

Program Management & Staff Development (BUILD)

Education

FY12 FY13 FY14 FY15

Programs

$30,000,000

$25,000,000

$20,000,000

$15,000,000

$10,000,000

$5,000,000

$0

...and transform the Ubuntu Centre into a world-class health and education campus

FY12

FY13

FY14

FY15

Financials

campaign will provide financial stability...

have mobilized a growing network of supporters

Kevin Bacon and Kyra Sedgwick “Ubuntu marries best practices from the business world and the NGO world. It is accountable to the people it serves, its donors, and its staff. And it retains its youthful idealism – the belief that challenges are meant to be overcome and that one small group of people can make a difference in the future of a nation.”

Andrew Rolfe“As Chairman of Ubuntu's Board of Directors, I am conscious that we need to pursue our philanthropic mission with tough, goal-oriented operational practices. The executive team's management discipline leads to remarkable, tangible results. I invest because I can see our impact.”

Dr. Frank Lipman “I advise my patients on how to get well and stay healthy. I believe in providing holistic wellness. Children in the townships of Port Elizabeth deserve the same standard of care. These children can only thrive when they are looked after in every aspect of their lives. The Ubuntu model is based on the premise that health, education, and stability are all necessary for a child to prosper. This is why it works.”

Ciko Thomas “I grew up in the township where the Ubuntu Centre now stands. I understand the poverty that these children must overcome. This is why I dedicate my time to helping Ubuntu. I know that defeating poverty requires hard work and that our children have astonishing potential. As an entrepreneur, I found my pathway to success. With our help, these children will find theirs. I see the proof every day in Port Elizabeth.”

President Bill Clinton“Zethu lost both her parents to AIDS and had to raise her two young siblings. Ubuntu helped Zethu to stay in school and work through her emotional and financial issues. Zethu passed along the gift by creating a support group for 10 younger orphaned girls.”

Archbishop Desmond Tutu “Ubuntu helps children reclaim some of the freedom and the joy that comes from knowing that you have someone to rely on, someone to help you face the difficult tasks, listen to your deepest fears, share in the pleasure of learning and revel in the delight of play."

Donna Karan“ I am a proud supporter of Ubuntu. Jacob and Banks have taken Ubuntu from a simple desire to improve township children’s access to education to an internationally recognized model of successful community development."

Hugh Masekela “I was so proud to play at the Ubuntu Center. Today’s world could use the spirit of ubuntu. Maybe we can re-teach the world what it is really that a human being should do to make the world a better place to live in. If we are not in tune with the community we live in, we are not with the program.”

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Healthy Bodies + Inspired Minds = Bright Futures

u.me.we campaign draft

Documents

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