The PLAN Giving Circles: Building Generous Communities for Meaningful Social Impact

1. GIVINGCIRCLES FACILITATOR &GROUP MEMBERGUIDE

2. Why? • Team-building around a common philanthropic interest • Share employee knowledge & skills with nonprofit community • Develop & implement CardConnect philanthropic strategy: gifts of time, talent & treasure • The non-profit sector yearns for business talent, energy, strategy & resourcestime, talent, treasure • Community-minded individuals in the for-profit sector seek personal & collective community impact make a difference, give where you live, think local/act global • The PLAN: Meaningful experiences to engage in well-informed, smart, sustainable short-term & long-term social investment • The Aim: Caring, generous communities of people who think deeply and act intentionally, thoughtfully, and strategically – • together www.chescocf.org

3. When?

4. Resource Logistics • Visit https://chescocf.org/explore/family-individual-philanthropy/the-plan/giving-circles-cardconnect/ • Join The PLAN Giving Circle as a dues-paying member @$100/person/Giving Circle CardConnect will sponsor 50% of each employee’s membership - $50/$50 • Participate in a Giving Circle for four 1.5 hr meetings over a couple/few months + brief on-line reading • Think about how much of your own money you are willing to donate to your Giving Circle Grant Pool at the Community Foundation $250 - $2,500, as each individual member desiresCardConnect will match 100% of each employee’s donation

5. www.chescocf.org

6. Why do you care? • Why do you give & volunteer? Why do you want to do more? • What influenced you to start? • To what degree have your friends, parents, and/or other family members been involved as community volunteers and donors?

7. SESSION #1: Overview of NPO Sector, nationally and locally • What’s a nonprofit? How many exist? What are the various types? (FOI, org phase/size) • NP by Statehttp://www.guidestar.org/rxg/analyze-nonprofit-data/nonprofits-in-the-united-states.aspx • NP $887.3 Billion Economyhttp://www.thenonprofittimes.com/news-articles/nonprofits-worth-887-3-billion-u-s-economy/ • What are biggest similarities/differences between nonprofits & for-profits & governmental orgs? • What are the biggest issues facing the nonprofit sector? • 50 NP Statistics Courtesy of Blackbaudhttps://www.slideshare.net/mobile/smaclaughlin/50-fascinating-nonprofit-statistics • Briefly, how can we tell if a nonprofit does good work? • Due Diligence Methods • website review, informal visit, formal site visits, proposal review, IRS 990 & audit review • Due Diligence Areas • Management & Administration • Fundraising • Programs & Services • What nonprofits are nearby CardConnect?

8. U.S. Economy/Tax Code

9. Nonprofits & Charities Nonprofit Direct Service Organizations Private Foundations Independent/ Family Foundations Company-Sponsored/ Corporate Foundations Operating Foundations Arts Culture Education Environment Social Service Human Welfare Health Scientific Religious Literary Public Safety Public Foundations CommercialDonor Advised Funds United Ways Health Conversion Funding Foundations Community Foundations

10. 501(c)(3) organizations are classified into ten major categories (nonprofit NTEE taxonomy) Arts, culture & humanities…museums, symphonies, orchestras, community theatres Education & research…private colleges & universities, independent elementary & secondary schools, noncommercial research institutions Environmental & animals…zoos, bird sanctuaries, wildlife organizations, land protection groups Health services…hospitals, public clinics, nursing facilities Human services…housing, shelter, sport and recreation programs, youth programs International & foreign affairs…overseas relief & development assistance Public & societal benefit…private & community foundations, civil rights organizations, civic, social, & fraternal organizations Religion…houses of worship & their related auxiliary services Mutual/Membership Benefit…professional societies & associations, fraternal societies, pension & retirement funds Unknown, Unclassified

11. STATE OF THE SECTOR SURVEYNFF Survey Analyzer: Explore the data!  • In 2015 and 2016, the social sector generated stories of both promising innovation and overwhelming challenges. The ALS Ice Bucket Challenge, raising $100+ million from 3 million donors, reminded us of the power of individual giving and social media. • NYC’s largest human services agency reached the brink of bankruptcy after providing essential services for 80 years. Over 100,000 clients suddenly faced a disruption in services, coming to the end of what was for many a decades-long relationship with the agency. • NFF’s State of the Nonprofit Sector Survey focuses on the underlying causes of these dynamics by exploring the programmatic, financial, and operational issues facing nonprofits across the U.S. NFF launched the Survey in 2008, when economic crisis threatened the viability of many organizations. Seven years later, results from 5,451 respondents show some indications of recovery, stabilization, and growth. Nonprofits are adding jobs, engaging in strategic conversations such as leadership succession planning, and looking to retain their workforce. Yet as they raise their sights from the focus on short-term crisis, many are confronting the troubling reality that current practices cannot sustain organizations in the long-term or meet the needs of the communities they serve now. Many nonprofits have stumbled out of crisis looking to make the necessary investments to secure their long-term future. And it is a hard road ahead. • KEY FINDINGS • Under-resourced communities are going without because nonprofits can't meet demand.  Americans—particularly those in low-income communities—are still struggling to secure jobs, affordable housing, and healthcare.  • 76% of nonprofits reported an increase in demand for services—the 7th year that a majority have reported increases. • 52% couldn't meet demand—the third year in a row that more than half of nonprofits couldn't meet demand. • Of those who reported that they could not meet demand, 71% said that client needs go unmet when they can't provide services. • Nonprofits identified critical needs in their communities, including: • 35% affordable housing • 26% youth development (such as after-school and mentoring programs) • 23% job availability; 16% job training  • 21% access to healthcare • 19% access to strong, well-performing schools • Recovery of the U.S. economy hasn't addressed the systemic and perpetual funding challenges facing nonprofits. While NFF sees some positive economic indicators, in many cases nonprofits are still hampered by insufficient funding and a lack of investment in long-term sustainability.  • For some nonprofits, financial health indicators have improved: 47% ended 2014 with a surplus, the highest in the history of our survey. • However, 53% are reporting 3 months or less of cash-on-hand. • Nonprofits said that top challenges were: • Achieving long-term sustainability (32%) • The ability to offer competitive pay and/or retain staff (25%) • Raising funding that covers full costs (19%) • Nonprofits are navigating a time of immense need and change, while pursuing ways to build long-term sustainability and viability. Nonprofits continue to prove their ability to survive and thrive in tough conditions. They are working to ensure their ability to meet community needs now and in the years to come. Here are some of the ways they are investing in their futures: • 51% collaborated with another organization to improve or increase services offered. • 44% hired staff for new positions. • 33% upgraded hardware or software to improve service or program delivery.  • 29% conducted long-term strategic or financial planning. 

12. All data is the property ofGiving USA 2015, the Annual Report on Philanthropy. http://www.charitynavigator.org/index.cfm?bay=content.view&cpid=42#.VuMyhuIrJD8

13. ANNUAL REPORT ON PHILANTHROPY • How big is the nonprofit sector? • Total giving to charitable organizations was $358.38 billion in 2014 (about 2% of GDP). • This is an increase of 7.1% in current dollars and 5.4% in inflation-adjusted dollars from 2013. • This is the 5th straight year that giving has increased and the 1st year to surpass the previous high-water mark of $355.17 billion in 2007. • Where are donations coming from? • Giving increased in every category of giver (foundation, corporation, bequest and individual).  • As in previous years, the majority of that giving came from individuals. Individuals gave $258.5 billion (72%) representing a 5.7% increase over 2013 (4% when adjusted for inflation).   • Giving by bequest was up 15.5% in current dollars (or 13.6% when adjusted for inflation) to $28.1 billion. • Foundations gave $54 billion which represented an increase of 8.2% (or 6.5% when adjusted for inflation). • Corporations donated $17.8 billion for an increase of 13.7% (or 11.9% when adjusted for inflation). • Historically, donations from individuals account for roughly 75% of all donations. If you add in gifts from bequests and family foundations, which are essentially gifts from individuals, this accounts for nearly 90% of all giving. In other words, the donating public, not big foundations or corporations, is responsible for the vast majority of annual donations. • Where do the donations go? • Giving to Education charities was up 4.9% (3.2% inflation-adjusted) to $54.6 billion. • Donations to Human Services charities were up 3.6% (1.9% inflation-adjusted) to $42.1 billion. • Foundations saw an increase of 1.8% (0.1% inflation-adjusted) to $41.5 billion. • Health charities experienced an increase of 5.5% (3.8% inflation-adjusted) to $30.4 billion. • Charities that focus on the Environment / Animals saw an increase of 7% (5.3% inflation-adjusted) to $10.5 billion. • Public-Society Benefit charities saw an increase of 5.1% (3.4% inflation-adjusted) to $26.3 billion. • Arts, Culture and Humanities saw an increase of 9.2% (7.4% inflation-adjusted) to $17.2 billion. • Giving to International charities declined 2% (3.6% inflation adjusted) to $15.1 billion, due to fewer overseas disasters. • Historically, Religious groups have received the largest share of charitable donations. While this was still true in 2014, this was the first year since 2009 that it didn't decline or remain flat.  With the 2.5% increase (0.9% inflation-adjusted) in donations this year, 32% of all donations ($114.9 billion) went to Religious causes: people giving to their local place of worship.  • The next largest sector was Education with 15% of all donations. • All data is the property of Giving USA 2015,the Annual Report on Philanthropy. http://www.charitynavigator.org/index.cfm?bay=content.view&cpid=42#.VuMyhuIrJD8

14. Due Diligence Areas • Note: Briefly touch on today; more detail in next meeting • Level 1: Basic Compliance 501 ( c ) ( 3) • Level 2: Performance • Organizational history & track record • Constituents served • Governance & executive leadership • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Human resources: staff & volunteer • External communications • Relationships, partnerships & networks • Financial health

15. https://chescocf.org/receive/find-active-grants/

16. http://www.unitedstateszipcodes.org/19406/ http://www.charities.pa.gov/ 19406 = King of Prussia19087 = Wayne/Chesterbrook19460 = Phoenixville19355 = Malvern/Devault19401 = Norristown19428= Conshohocken19462 = Plymouth Meeting

17. http://www.unitedstateszipcodes.org/19406/ http://www.charities.pa.gov/ 19406 = King of Prussia19087 = Wayne/Chesterbrook19460 = Phoenixville19355 = Malvern/Devault19401 = Norristown19428= Conshohocken19462 = Plymouth Meeting

18. http://www.unitedstateszipcodes.org/19406/ http://www.charities.pa.gov/ Kids Young artists/inner city Animals Environment 19406 = King of Prussia19087 = Wayne/Chesterbrook19460 = Phoenixville19355 = Malvern/Devault19401 = Norristown19428= Conshohocken19462 = Plymouth Meeting Research at www.guidestar.org Email = info@chescocf.org pw=lincoln

19. MEETING #1: Discuss Causes of Interest to Giving Circle Members • Consider the variety of nonprofit causes: • - arts/culture, education, environment/animals, health, human services, and religion. • What resonates most with you? What do you care about, and why? • If you could make the world better in small steps, what would you do first? • How do you choose? • Are there specific local nonprofits that you would like to learn more about through this Giving Circle? Which ones? Why? • What are a few local nonprofits that are of interest to this group as a whole?

20. “HOMEWORK” to do between meetings 1 & 2: • Research a few charities mentioned by the group • Stop in and visit the sites, casually • Website review; add yourself to their e-mail list • Take a look at the charity’s review, disclosures & IRS 990 Tax Form on www.guidestar.org • Email = info@chescocf.org • pw=lincoln Research at www.guidestar.org

22. SESSION #2: Discerning Nonprofit Strengths & Needs, Site Visit Checklist • What should we look for on our site visits? • Performance, Challenges, Hopes & Dreams • How can we tell if a nonprofit does good work? • Management/Administration • Fundraising • Programs & Services

23. Site Visit Checklist • AIMS • Develop relationship • Understand day to day joys and sorrows • Feel/see areas not captured in reading/online • DISCERN: Performance, Challenges, Hopes & Dreams • Organizational history & track record • Constituents served • Governance & executive leadership • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Human resources: staff & volunteer • External communications • Relationships, partnerships & networks • Financial health

24. SESSION #2: Discuss, Prioritize & Choose Top Charities for Site Visits • What are the top local charities that interest you? Make the case for why other members of the Giving Circle should consider making a site visit to the charity, and consider them for a grant. • Based on everyone’s input, what 2 charities does this group select for its site visits?

26. Site Visit Checklist • AIMS • Develop relationship • Understand day to day joys and sorrows • Feel/see areas not captured in reading/online • DISCERN: Performance, Challenges, Hopes & Dreams • Organizational history & track record • Constituents served • Governance & executive leadership • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Human resources: staff & volunteer • External communications • Relationships, partnerships & networks • Financial health www.guidestar.org Email = info@chescocf.org pw=lincoln After site visit/s: Revisit charity’s website, www.guidestar.org & IRS 990 tax form. E-mail your site visit observation notes to hailey@chescocf.org

28. Breakout #4: Debrief on Site Visits & Decide • Overall, what significant things did you notice on the site visits, about the programs, services, facilities and personnel you met? • What were the for-profit / nonprofit similarities & differences you noticed? • How does the nonprofit charity’s mode of operation compare to CardConnect? • How do we decide which charity/ies should receive our grant award? • Decide grant allocation: % to NP A, % to NP B, % to Giving Circle Endowment • Decide who/how to notify grantee(s) • Direct CCCF Business Affairs to process Giving Circle Fund grant award check(s) • Direct CCCF Advancement to publicize in newspapers, website, LinkedIn & Facebook • Decide next steps with NP A, NP B • The CCCF PLAN adopts the nonprofit & champions its cause; encourage others to attend events & volunteer • What’s next? • CCCF events • Giving Circles: Break / Re-Join / Re-Up New Giving Circle

29. Grant Decision Criteria

30. ADOPT A Nonprofit/CHAMPION THE CAUSE: Benefits to the Adopted Nonprofit As Giving Circles award grants, the nonprofit grantees are adopted by THE PLAN as a whole. Benefits to the adopted nonprofit include, but are not limited to…

31. Wrap Up: Giving Circles • To what degree did we meet our Giving Circle Goals? • Increase your knowledge about philanthropy, nonprofits and the community • Influence you to give more strategically • Increase your engagement in civic activities outside of the Giving Circle • Amplify your charitable giving and your connections in the community • INTERESTING & FUN • How can we improve our next round of Giving Circles?

32. Giving Circle: NOTES & TO DOs