United Way of Lake & Sumter Counties Thanks . . . Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Introductions to the United Way Team Julie Eckenrode, Administrative Assistant Tim Bachman, Volunteer Specialist David Nebel, Grant Writer Rhonda Boice, Bookkeeper Barbara Crewell, Community Services Director Michelle Purl, VP of Resource Development Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter had a 10.2% increase in our campaign last year, thanks to the hard work of your United Way Team! Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

New Additions to the United Way Team Joanne Lepold, Case Manager for Family Emergency Services Dr. Angelo Cruzsein, Mission United Director Michelle Dean, Master Teacher Anessa Hunt, Assistant Director of Resource Development Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Who is this guy? Started working at age 6 pumping gas, picking cotton, and chopping tobacco in the foothills of SC Worked after school in a saw mill in Middle School Worked through High School & College in a cotton mill (2nd shift) First generation High School & College Graduate Intern as Maximum Security prison chaplain Pastor of churches in NY, SC, GA, FL for 35 years Hospice chaplain in Lake & Sumter Counties 5 yrs Moved to Lake County in 1998 Dr. Alan Holden Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

The Changing World of Non-Profits United Way Definitions Objectives: The Changing World of Non-Profits United Way Definitions United Way Branding Requirements United Way of Lake and Sumter’s Strategic Funding Priorities for 2017-2018 Review the 6-Step Grant Process Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Leadership is the process of bringing a new and generally un-welcomed reality to an individual, organization, or setting and helping them successfully adapt to it.” --Rony Heifetz Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

The World of Non-Profits has CHANGED! Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Funders, philanthropists, and grant-makers expect non-profits to operate like a business and produce a ROI (Return on Investment) or measureable outcomes. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

LOGIC MODEL Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair LOGIC MODEL

Non-profits that deliver community impact will receive funding. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

So, Are Non-Profit Organizations Really Businesses? Non-Profits make up 5.4% of the Gross National Product (GNP). The Non-Profit Industry is one of the largest industries in the US, contributing $887.3 Billion to the US economy. (Non-Profit Times, Oct 26, 2014) So, YES, Non-Profit Organizations are Businesses! Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Non-Profit Business Model Confusion Who is your customer? Who are your suppliers? Who is your target market? Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties envisions a community united to create better opportunities for all. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Improve the quality of life and build a stronger community by leveraging resources and uniting community partners to impact education, income and health. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

The DONOR is Our Customer. At United Way, The DONOR is Our Customer. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

At United Way, Our Target Market is the ALICE population. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Community Impact Business. United Way of Lake and Sumter is in the Community Impact Business. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS Internal Programs Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS Is Exploring Adding a New Program For Our Military Veterans! Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Contracts with Partners to Deliver Community Outcomes United Way Contracts with Partners to Deliver Community Outcomes Outside our Internal Programs. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Data-driven Strategic Funding Program Specifications Program Outcome Metrics Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way Definitions Partner Funded Program Letter of Agreement MOUs and Letters of Support Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way Branding Requirements Agencies of Funded Programs are required to display the United Way of Lake and Sumter Counties’ logo on their website, newsletters, promotional materials, and on the site of the funded program. The Letter of Agreement will be much more specific about this in the next grant cycle. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

The following information can be found at our website: www.uwls.org/our-work/grants Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 1 - Attend Annual Partners Meeting This meeting is mandatory to be eligible for funding. Step 2 – Certification (deadline August 31) Required documentation: Letter of Determination & Certified/Affidavit Financial Statement Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 3 – Online Application (deadline September 30) a. Only one application per FEIN b. Grants range between $10,000 to $50,000 c. Average Grant is between $10,000 to $25,000 d. Grant will fund only up to 75% of program e. Fund only 50% of direct program salaries, but not benefits, taxes, overhead, or building expenses. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 3 – Online Application (deadline September 30) WARNING: The online application platform closes promptly at 5 pm on September 30. UWLS will not accept hand-delivered, paper applications. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 4 – Committee Review Committee is made up of UWLS staff, board members, and community members. Each application is given a score. The highest scoring applications go to the top of the pile for funding. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 5 – Board Decision and Notification The Board of Directors meet on the second Thursday of December to vote on the Review Committee’s recommendations. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 5 – Board Decision and Notification Funded Program agencies will be notified and will receive a Letter of Agreement to sign and return to UWLS by January 5. Failure to return the LOA by Jan 5 will result in a forfeiture of grant. Unfunded Program Partners may schedule an appointment with Dr. Holden to explore other ways UWLS can assist. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

UWLS 6-Step Grant Process: Step 6 – Collaboration and Verification Funded program agencies file quarterly reports due on March 31, June 30, September 30, and December 31. Funded program agencies meet quarterly at UWLS for collaboration on April 18, July 18, October 17, and January 16 at 3 pm. Annual site visits by UW staff and Committee members. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ So, what are United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2018? Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2018 Education: Goal #1: Increase Reading & Math Skills in Elementary School Children Goal #2: Promote Academic Achievement in Middle & High School Youth Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Education Program for Reading & Math Skills for Elementary School Children Must Provide: Books and Tutoring Reading & Math Program must use a United Way approved third-party testing vendor to demonstrate pre- & post-test improvements. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Education Program for Middle & High School must promote academic achievement by providing: In-school or after-school tutoring Increase school attendance STEAM programs Exposure to post-high school opportunities Outcomes: on-grade promotion; increased attendance; and reduced behavioral referrals. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Income Stability Program Goal: Reduce barriers to financial stability. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Reduce barriers to financial stability by: Providing GED classes; & Job skills training; & Money management courses; Or Programs to allow the pursuit of job skills training or continued employment. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Income Programs must Measure Outcomes by: # of GED graduates; Certificates of Job Skills training and employment; More money saved after training than before; or # of people retaining employment or pursuing education. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Health Goal: Improve the general health of the population through improved dental health and hygiene. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Improve the dental health of the ALICE population by: Dental hygiene instruction by dental professional; Provide dental screenings & tools for dental hygiene; and Provide dental correction after completion of educational & prevention courses. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

United Way of Lake and Sumter Counties’ Strategic Funding Priorities for 2017-18 Dental Programs must Measure Outcomes by: Pre- & post-test of educational courses; Pre- & post-screenings (including x-rays) to document improvement; # of patients needing and receiving corrective dental work; # of patients who completed program during the grant cycle. Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Non-Profit Organizations Commandments for Non-Profit Organizations Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Commandment 1, a.k.a. The Golden Rule “He that hath the gold, maketh the rules.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt provide what thy funder requireth.” Commandment 2: “Thou shalt provide what thy funder requireth.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt not speak ill of thy funder.” Commandment 3: “Thou shalt not speak ill of thy funder.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Remember the deadlines, to keep them.” Commandment 4: “Remember the deadlines, to keep them.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt inform program workers of the requirements of thy grant.” Commandment 5: “Thou shalt inform program workers of the requirements of thy grant.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt measure and report outcomes, not just outputs.” Commandment 6: “Thou shalt measure and report outcomes, not just outputs.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt be accountable.” Commandment 7: “Thou shalt be accountable.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt not speak ill of other non-profits.” Commandment 8: “Thou shalt not speak ill of other non-profits.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt not steal another non-profit’s donors.” Commandment 9: “Thou shalt not steal another non-profit’s donors.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

“Thou shalt say ‘Thank you’ over and over and over.” Commandment 10: “Thou shalt say ‘Thank you’ over and over and over.” Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair

Post flip chart papers for: Expectations Administration (SWOT) Board & Volunteer Development Marketing Community Involvement Resource Development Programs 8 am: Welcome by Alan or board chair