Giving Circles: What’s Now Learning Objectives Understanding Women’s Giving New trend in giving circles Why start 100 Women Who Care What works, what doesn’t, tips and tricks to successful Women’s Giving Circles

Have a Women’s Giving Circle Have it in the Development Plan Curious about it, but at this point have no plans to do it in the near future Getting to Know You Where are you with giving circles?

Why Women’s Giving Matters

Single women more likely to give and give higher amounts than male counter parts Single women are more likely than single men to give to nearly every charitable subsector Women tend to spread their giving across more organizations, while men tend to concentrate their giving Marriage has a positive impact on giving and majority of couples decide on charitable giving jointly Women volunteer more than men Women are more likely to engage in collaborative giving

Benefits of Giving Circles 1. Engage residents in philanthropy 2. Create or renew donor relationships 3. Provide funding to charitable causes 4. Establish endowments to meet future needs of community

Planned & Deferred Givers Major Givers Annual/Recurrent Givers Occasional Givers/Event Participants

Lifetime Value of a Donor Donor Retention rate = 46% That means on average, nonprofits are losing 54% of their donors Over last 10 years, donor retention rates average below 50% Need to be: cost-effective, goal- oriented, growth-focused

100 Women Who Care 100 Women Meet 4x a year 3 Nonprofits Vote for 1 Nonprofit to support

100 Women giving $100 To one Nonprofit Meet 4x a year =$40,000 to 4 Nonprofits + $10,000 to an endowment at your Community Foundation

100+ Women Who Care

Gifts to endowment: $161, New donors through giving circle: 247 Recaptured lapsed donors as a result of the giving circle: At least 10 years lapsed: 10 donors At least 5 years lapsed: 6 donors At least 3 years lapsed: 10 donors Total recaptured donors through giving circle: Women Who Care

GIFTS TO 18 AGENCIES GRAND TOTAL: $334,400

Big Brothers/Big Sisters Boys and Girls Club Cardinal Stage Company Community Kitchen Girl’s Inc. Jill’s House Meals on Wheels Middle Way House Monroe County CASA Mother Hubbard’s Cupboard My Sister’s Closet People and Animal Learning Services Stepping Stones Susie’s Place Visually Impaired Preschool Services Volunteers in Medicine 100+ Women Who Care Agencies Supported:

100+ Women Who Care

50+ Men Who Care

Gifts to endowment: $29, New donors through giving circle: 55 Recaptured lapsed donors as a result of the giving circle: At least 10 years lapsed: 3 donors At least 5 years lapsed: 7 donors At least 3 years lapsed: 3 donors Total recaptured donors through giving circle: Men Who Care

Wabash Valley Giving Circles

Managing a Giving Circle 1. Create membership tracking spreadsheet 2. Establish a timeline 3. Develop an online presence

MondayTuesdayWednesdayThursdayFriday Week 1 Set St. Comm. Meeting Create FB event/post membership update/ outstanding pledges Week 2 Set St. Comm. Meeting Share FB event Send media announcement Meet with St. Comm. Create FB event/post membership update/outstanding pledges Week 3 Remind members of meeting Invite potential members Share FB event Send media announcement Meet with St. Comm.

MondayTuesdayWednesdayThursdayFriday Week 4 Confirm St. Comm. Roles Create name tags/voting ballots members Post on FB Pack necessary materials HOLD MEETING Post on website/ FB members Process checks Log data from meeting Plan check presentation Week 5 Confirm St. Comm. Roles Create name tags/voting ballots members members – Check presentation and outstanding pledges Create FB / post Send media announcement Post on FB Pack necessary materials HOLD MEETING Post on website/ FB members Process checks Log data from meeting Plan check presentation Week 6 members – check pres. Hold check presentation Send press release Post on website/ FB members – Check presentation and outstanding pledges Create FB / post Send media announcement Week 7 members – check pres. Hold check presentation Send press release Post on website/ FB

Online Presence Facebook page – 100+ Women Who Care Vigo County100+ Women Who Care Vigo County Website – m/ m/

Montgomery County Community Foundation The Women’s Legacy Fund (WLF) brings women together to make a positive impact on our community. The WLF educates and inspires women to identify and fund innovative approaches to address community issues which affect women and their families.

Women’s Legacy Fund Membership Membership - $300 $200 – for granting $100 – for Women’s Legacy Fund endowment To encourage young women or women with limited income to participate, there is a reduced membership fee of $150.

Women’s Legacy Fund by the Numbers YearAmount Members 2008$12, $10, $10, $11, $14, $12, $15, $13, $67,102.11* 45 *Includes a bequest

Women’s Legacy Fund Grant-Making The membership holds three meetings a year. Educational meeting—to learn about and discuss issues affecting women and children in our community Finalist organizations present grant proposals and funding is determined Annual meeting – report back from organizations who have received funding

Endowment Math The Women’s Legacy Fund Endowment gifts to MCCF beginning in Dec 2001$149, Income gifts to MCCF$70, Grants awarded to 16 nonprofits$72, Current value of fund April 30, 2016$166,919.84

Children and their families come to the ranch to help care for and interact with the horses in a loving environment in order to nurture healing and growth for both horse and person. A grant to Achaius Ranch was given to support a summer intern to expand the training given to children and families in caring for and interacting with the horses. Achaius Ranch provides refuge for neglected, abused, and unwanted horses.

The Athenas is an after school program for at- risk girls at our local high school. The programs offered emphasize confidence, character, nutrition, exercise and self-worth.

Johnson County Community Foundation

YEAR ONE Johnson County resident experienced 100 Women Who Care in a different community Recruited 3 women, including Executive Director of Johnson County Community Foundation to start December 2015 Kick Off 100 Women Who Care 60 Women attended First Quarter Event: 48 members Second Quarter Event: 74 members

Communication Word of Mouth Webpages on JCCF website Facebook Page Google Gmail account Local Newspaper/Magazines Logo and Branding

Engage Residents in Philanthropy 698 residents in the Wabash Valley have participated POPULATION ClayApprox. 27,000 SullivanApprox. 21,000 VigoApprox. 110,000

Engage Residents in Philanthropy Average Retention Rate Average % New Members Each Year 100+ WWC Vigo77%16% Guys Who Give65%10% 100 WWC Clay86%12% Total76%12%

Create/Renew Donor Relationships New Donors Renewed Donors (10 Yrs.) Renewed Donors (5 Yrs.) Renewed Donors (3 Yrs.) 100+ WWC Vigo Guys Who Give WWC Clay WWC Sullivan Total

Provide Funding to Charitable Causes More than $400,000 has been awarded to charitable causes in the Wabash Valley

Establish Endowments $217,800 in unrestricted endowments $57,700 in donor advised endowments

Recruiting and Retaining Members Establish a strong and diverse Steering Committee Utilize all forms of media Communicate to members regularly

Year Total membership for the Year Retained from previous year Percent of retention Year One161 Year Two % Year Three % Year Four % Year Five % 100+ Women Who Care

91Members participated all five years 23Members participated for four years 58Members participated for three years 67Members participated for two years 98Participated for the first year only 337Total 100+ Women Who Care

Year Total membership for the Year Retained from previous year Percent of retention Year One71 Year Two745983% Year Three261926% 50+ Men Who Care

14Members participated for three years 36Members participated for two years 8Participated for the first year only 58Total 50+ Men Who Care

100+ Women Who Care

100+Women Who Care 50+ Men Who Care

Governance Original foursome served as “founding coordinators” At Kick Off Luncheon, gave survey asking who wanted to be on steering committee Steering Committee formed of founding coordinator and 7 other women who brought expertise including marketing, bookkeeping, legal, networks, etc. Meet quarterly immediately following check presentation

Women’s Legacy Fund Governance

Questions??

Thank You!