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Framing our work for investors Asia Pacific Regional Conference June 29, 2011

Learn how to align impact strategies with investor interests and frame them as investment products. Discover the principles of framing impact strategies and engage with donors to define the benefits they seek. Understand the unique abilities of United Way and how it can deliver value to the community.

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Framing our work for investors Asia Pacific Regional Conference June 29, 2011

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

  2. 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:

  3. 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 3

  4. 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 4

  5. 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 5

  6. 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 6

  7. 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 7

  8. 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?

  9. Thank you

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