Peter Beard and Ann Fox United Way Worldwide 29 June 2011 Asia Pacific Regional Conference

1. Peter Beard and Ann Fox United Way Worldwide 29 June 2011 Asia Pacific Regional Conference Thinking About Community Impact and Framing It for Investors

2. Topics Community Impact starts with Community United Way’s approach to improving lives Illustrating “changes in community conditions” The elements of “community impact” Final thoughts

3. Community Impact starts with Community What kind of community do you want? • Why is that important? • How is that different from the way things are now?

4. Your Community: Most important issues Given what we just said, what are the 2-3 most important issues or concerns for you when it comes to your community as it relates to addressing income disparity?

5. Aspirations for the Asia Pacific region Given your aspirations for your community, describe what you would like to see the Asia Pacific region addressing income disparity?

6. Working collectively in Asia Pacific region When you think about what we’ve talked about, what are the kinds of things that could be done in the Asia Pacific region that would make a difference in addressing income disparity?

7. Topics Community Impact starts with Community United Way’s approach to improving lives Illustrating “changes in community conditions” The elements of “community impact” Final thoughts

8. Mission of the United Way System To improve lives by mobilizing the caring power of communities

9. Advancing theCommon Good Creating the opportunities for a good life for all

10. Building Blocks for a Good Life • A quality education that leads to a stable job • Enough income to support a family through retirement • Good health

11. support services for individuals and families Mobilizing communities that  improve lives of program clients financial resources of businesses and employees United Way’s Traditional Approach to Improving Lives to  DIRECT IMPACT

12. Many Problems in Our Communities are Getting Worse e.g.: • Children and families in poverty • Low-birthweight babies • Disparities in school readiness, school achievement • Lack of affordable housing • Lack of access to health care

13. people, relationships, expertise, money create lasting changes in community conditions of community populations  Mobilizing communities improve lives support services for individuals and families of program clients financial resources of businesses and employees New Model for Improving Lives Emphasizes a Community-level Approach COMMUNITY IMPACT  to that   DIRECT IMPACT

14. Note Pursuing community impact… • doesnot mean that we will discontinue all support for direct services • does mean that increasingly we will emphasize strategies for creating lasting changes in community conditions

15. United Way Business Framework How United Ways will grow resources to fuel the community impact model Develop & implement impact strategies that improve lives Segment, prioritize, and understand interests of investors and build ongoing relationships with them Frame strategies as investment products and connect them to investor interests/aspirations Framing Impact Strategies as Investment Products 2011 15

16. Peter Beard, Senior Vice President, Impact Priorities UWW Community Impact Leadership & Learning 29 June 2011 Asia Pacific Regional Conference Thinking About Community Impact

17. Topics United Way’s approach to improving lives Illustrating “changes in community conditions” The elements of “community impact” Pathways for moving to community impact Final thoughts

18. Direct impact approach Program clients Improving Lives

19. approach Systems Community Organizations Neighborhoods Community population Personal networks impact Improving Lives

20. create lasting changes in community conditions Mobilizing communities that to improve lives   Community Impact is . . . Not United Way Alone

21. Topics United Way’s approach to improving lives Illustrating “changes in community conditions” The elements of “community impact” Final thoughts

22. Operate as an integrated and aligned organization Have the right skills, competencies & leadership How United Way Works What will it take to become a United Way mobilizing for community impact? Engage and align with the community Create & deepen relationships with individuals& institutions Develop strategies and focus actions Mobilize resources Align and execute on plans and strategies Measure, evaluate & communicate results If we wish to be effective, we will need to: 22

23. Mobilizing communities . . . to identify pressing community issues, agree on priorities, create partnerships, develop change strategies, activate needed resources • For example: • Meet with neighborhood residents to identify their concerns • Convene strategic partners to develop a plan • Link investors with the efforts

24. Priority community issue: Help lower-income working families achieve financial stability Framework for Financial Stability Stable, adequate financial resources Affordable housing Stable, adequate income Savings and assets to cover unexpected expenses Manageable expenses Family-sustaining employment Income supports 24

25. Changes in Community Conditions that can Improve Lives • Target outcome • Workers laid off in company closings gain family-sustaining employment • Strategies • Increase enrollment in education and job training programs • Create new jobs that provide family-sustaining income • Approaches • Organizations, Systems, Neighborhoods, Personal Networks

26. Mobilizing communities create lasting changes in community conditions to  • For example: • Local businesses provide regular and varied apprenticeship opportunities for workers laid-off in company closings • Neighborhood residents and churches support an NGO to run a micro-finance revolving loan fund to make small loans to start-up businesses

27. Mobilizing communities that  improve lives create lasting changes in community conditions to  • For example: • Workers laid off in company closings develop marketable technical and educational skills • Residents of neighborhoods are employed by local businesses

28. Caution We would not pursue these or other changes in community conditions because they seem like “a good idea” We would pursue them because careful analysis shows that they are an important part of a broader strategy for improving lives 28

29. Improved lives Targeted changes in community conditions Community plan for action Working Together to Change the Community C o m m u n i t y a s s e t s / p a r t n e r s / i n v e s t o r s Neighborhood Businesses Neighborhood Residents NGOs Faith community United Way

30. United Way of San Antonio & Bexar County • Initiative goal and strategy • Improved educational outcomes in 6 at-risk schools through re-engaged, enriched parental involvement led by Women’s Leadership • Results in the community • Increased parental involvement at all 6 at-risk schools; volunteer hours – 21,764; • Student attendance – 3/6 schools with attendance awards; • Academic - Math scores improved in 5/6 schools; grade retention down in all 6 • Magnet for New Resources: • Women’s Leadership Giving: 130% Increase • IBM: $287k Gift • Community Campaign: Participation and Giving is up • National Promise Neighborhood Planning Grant (DOE) 30

31. United Way for Southeastern Michigan • Initiative goal and strategy • Community goal: Graduate more than 80 percent of students from the region’s high schools by making school leadership accountable, partnering with educational intermediaries, and clustering target schools. • Results in the community • Chronic absences reduced by 25 percent in the first year of the program; • Projected graduation rates increase of 7 – 20% for class of 2013 • Magnet for New Resources: • GM Foundation made a $27.1 million five-year commitment after release of 1st year results; • Program has also increased donations from the AT&T Foundation, Ford Motor Company Fund, the Skillman Foundation. 31

32. Topics United Way’s approach to improving lives Illustrating “changes in community conditions” The elements of “community impact” Pathways for moving to community impact Final thoughts

33. Community Impact ... • Is not just about improving lives of clients of United Way-funded programs • Isabout improving lives of people affected by pressing community issues • Is not about relying only on the NGOs • Is about mobilizing neighborhoods, personal networks, organizations, and systems • Is not just the job of certain United Way functions (e.g., fund distribution, community building) • Is the business of the entire organization

34. Systems Neighborhoods Organizations Community population Personal networks Measuring community impact is about tracking the extent to which . . . • Intended results are achieved for the population of concern • Targeted community changes take place

35. Measuring community impact is not about . . . • Adding up program outcomes • Monitoring broad community indicators

36. Not United Way Alone“Mobilizing the Caring Power of Communities” Engage and align with the community Create and deepen relationships with individuals and institutions Develop strategies and focus actions Mobilize resources Align and execute on plans and strategies Measure, evaluate and communicate results 36

37. Framing our work for investorsAsia Pacific Regional ConferenceJune 29, 2011 Ann Y. Fox VP, Individual Giving United Way Worldwide

38. Operate as an integrated and aligned organization Have the right skills, competencies & leadership How United Way Works What will it take to become a United Way mobilizing for community impact? Engage and align with the community Create & deepen relationships with individuals& institutions Develop strategies and focus actions Mobilize resources Align and execute on plans and strategies Measure, evaluate & communicate results If we wish to be effective, we will need to:

39. United Way Business Framework How United Ways will grow resources to fuel the community impact model Develop & implement impact strategies that improve lives Segment, prioritize, and understand interests of investors and build ongoing relationships with them Frame strategies as investment products and connect them to investor interests/aspirations Framing Impact Strategies as Investment Products 2011 39

40. United Way Business Framework You can’t set impact strategies without an eye to investor interests You can’t simply respond to investor interests without an eye to the needs of the community Products should be developed with both impact strategies and investor interests in mind The stool must have 3 legs. Products Impact Strategies Investor Interests Framing Impact Strategies as Investment Products 2011 40

41. Principles of Framing Impact Strategies as Investment Products • Start with impact strategies needed to drive change in a focus area. • Set impact strategies with an eye to investor interests. • Only sell issues or goals that you have strategies to support. • Only sell a strategy you believe will work. • Not every impact strategy, or its components, is a product that can be sold. • Be prepared to show results Framing Impact Strategies as Investment Products 2011 41

42. Activity: Imagine Yourself as a Donor What kinds of things do you want to hear about from your United Way contact ? ??? ??? Framing Impact Strategies as Investment Products 2011 42

43. Investor Discovery Visits Can Help Us Define Benefits Personalmotives: human drivers of decisions; e.g., greater control, approval, recognition Learn investor motivation. Why would it matter to them? Altruistic motives: desire to help others through philanthropy Taskmotives: performance-focused reasons; e.g., increased quality, effectiveness or output; decreased costs Framing Impact Strategies as Investment Products 2011 43

44. Why United Way? What are your United Way’s unique abilities to deliver value to the community? What are the specific roles your United Way will lend to the effort? How are the potential roles aligned with your United Way’s competencies and mission?

45. Thank you