Asia Pacific Regional Meeting: How to Garner Resources from the US for your United Way

1. Asia Pacific Regional Meeting: How to Garner Resources from the US for your United Way June 30, 2011

2. International Donor Advised Giving (IDAG) Mission and Purpose • Assist U.S. donors interested in supporting international philanthropy • Promote and nourish the work of United Ways outside the U.S. • Meet the most rigorous international grant making due diligence standards • Full grant-making service for foundations, corporations and individuals that wish to donate outside the US

3. Questions for Participants • Who is the largest donor to IDAG? • a. Citi Foundation b. Cargill c. Moneygram • How many grants did IDAG give to Asia Pacific members in 2010? • a. 25 b. 40 c. 13 • What percentage of IDAG grants went the Asia Pacific region in 2010? • a. 20% b. 45% c. 30% • Which U.S. donor has a particular interest in funding income projects in Asia? • a. Moneygram b. Citi Foundation c. Amgen

4. Questions for Participants • How many grants does IDAG process each year? • a. 450 b. 650 c. 950 • What are the areas of interest for IDAG donors in Asia in 2010? • a. Income b. Education c. Human/Social Services • How many languages does the IDAG staff speak? • a. 10 b. 7 c. 4

5. Benefits of IDAG for U.S. Donors • Tax deduction of gifts for U.S. donors • Donor avoids entanglement in legal compliance and administrative procedures • Tailored, diverse approaches to international grant making • Multilingual, multicultural staff • Detailed reporting and evaluation to include in CSR annual report and PR materials (VERY IMPORTANT) • Access to network of 40+ United Ways outside the U.S.

6. IDAG Grants by Region2010 Grand Total: $28.1 million Total to Asia: $12.6 million (45%) 3

7. How IDAG Promotes Members to Donors • 1) In 2010: Brochure, Calendar. In 2011: E-cards, E-Signatures and World Map. These will highlight the work of our United Ways. We will need photos/permissions and success stories to include in these promotional materials. • 2) Google Earth. We would like to place all United Way members on Google Earth. We need your permission, however. • 3) Please re-sign your IDAG documentation on July 1st of each year. This will ensure that all of our United Ways are on the same schedule, and we won’t need to request information for an entire year. • 4) Add us to your listservs, newsletter transmissions, etc. • 5) Website re-vamp is complete. • 6) Please view our IDAG webinar, if you haven’t already: http://uwa.acrobat.com/p48753264/

8. Increasing Resources for Social Investment: Discussion • What are your programming priorities—education, income, health, environment, etc? • Are you open to receiving funds outside of your priority areas? • Are you interested in implementing disaster programming? • Who are your top 5 US-based donors? • Which US-based companies that operate in your area have you already approached and which would you like to approach? How can we (IDAG and GCL) work best with you to make this happen? • What suggestions do you have for increasing US-based interest in your UW? Are there expatriates (US citizens living abroad) in your countries that want to give to your UWs and want a tax deduction from the US? (US embassy officials, Peace Corps, corporate leaders, etc).

9. Opportunities to Explore • Citi Foundation – income, micro-finance, financial literacy • Met Life – Program grants around UW’s priorities • Cargill – health, education, human and social services • General Mills – health and human and social services • Bank of New York Mellon – human and social services, preparing youth for work, income-related training • FedEx – environment, public safety, human and social services, education and disaster assistance • Caterpillar – education, capacity building • Target – education • Prudential – disaster assistance • Avery Dennison – education and sustainability • GM and Ford - potential possibilities

10. Questions? Thank you! Contact: Kendra Davis, Director, IDAG Phone: 703-519-0092; ext. 114 kendra.davis@unitedway.org