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GIVING CIRCLES FACILITATOR & GROUP MEMBER GUIDE

Join a giving circle to build community, share skills, and implement philanthropic strategies. Participate in meaningful meetings and engage in social investment. Develop relationships and understand nonprofit organizations for strategic giving. Email: info@chescocf.org

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GIVING CIRCLES FACILITATOR & GROUP MEMBER GUIDE

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  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. 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 • Organizational vision & strategy • Plans, initiatives, outcomes, evaluation • Governance & executive leadership • Human resources: staff & volunteer • Relationships, partnerships & networks • External communications • 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 karen@chescocf.org or beth@chescocf.org

  6. Charity Site Visits Aug 2 & 3

  7. CardConnect – Desired Connections with NPOs

  8. Breakout #4: Debrief on Site Visits & Decide • Overall, what significant things did you notice about the programs, services, facilities and personnel? • What for-profit / nonprofit similarities & differences did you notice? • How does the nonprofit charity’s mode of operation compare to CardConnect? • How organizationally healthy does the nonprofit seem? • Meeting important community need • Reaching & serving constituents • Strong leadership: staff & board • Org vision, innovation & nimbleness • Appropriate partnerships & alliances • Fiscal health/need • What core values about the nonprofit resonates with: • me, personally • CardConnect’s core values, key operating principles, corporate culture, target market & goals • Should we support/partner with this nonprofit? How? Why? • Me, personally • CardConnect overall • What’s next? • Events/Activities • Giving Circles: Volunteer/Participation Check in & DeBriefing / Break / Re-Up New Giving Circle

  9. CardConnect – Desired Connections Arts & Culture NPOs

  10. CardConnect – Desired Connections Animal NPOs

  11. CardConnect – Desired Connections Human Svc NPOs

  12. CardConnect – Desired Connections Environmental NPOs

  13. 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…

  14. September Lunch Meet Up – Plenary – Wed. 9/21/16 • AIMS: • In plenary, for each Giving Circle to share info on nonprofits selected, why, and opportunities for individual & CardConnect involvement • To recruit additional CardConnect personnel to participate in the next phase as volunteers & givers to the selected nonprofits • Animals • Arts/Culture • Environment • Youth • October – Giving Circle Meetings – Wed., 10/19/16 • In individual Giving Circles meetings, for each Giving Circle member to discuss their volunteering experience to date, questions/ideas + to solidify each Giving Circle’s $ gifting aims, in time for November holiday season • November Lunch Meet Up – Plenary – Wed., 11/30/16 • Invite all CardConnect Giving Circle nonprofit grantees to lunch reception in CardConnect lobby, to present CC matching gift checks, and meet/greet CC employees • Grantees can have materials at tables & do a 20 minute panel on nonprofit/for-profit partnerships, hopes & dreams, etc.

  15. 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?

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