Welcome and Introductions 35%

Achieving your pledge Ideas, plans, and progress so far

Options to Achieve Your Pledge $10,000 corporate gift. Payments can be annual or monthly ($833). Corporate Gift Only 21 employees donate $20/month=$5,040. Corporate match of $5,040. Employee Giving + Corporate Match Portion of sales from product or service. Percentage of sales from product or service. Portion of Sales Corporate gift $3,500, 15 employees donate $20/month ($3,600), and portion of sales/fundraisers $2,900. Combined Effort

United Way as administrator United Way will vet projects and provide a shortlist of recommended investments. $1M pledge partners will select investments from the shortlist (projects with outcomes and targets). United Way will manage financial contributions, receipting, reporting and accountability with funded partners, and will communicate results at least twice a year. Customized opportunities can be co-created, such as employee volunteer opportunities, lunch and learn sessions, or tours of initiatives.

Governance, rules, decision making How will we decide (majority rules?) Would we consider investing in more than 1 strategy Within 1 strategy, investing in different projects? Minimum investment…

United Way Screening process Owen Green Chaired UW redesign committee and Investment Committee Successful projects demonstrate: Measureable difference of immediate and long term social benefit and improvements Sound understanding of the community Building on existing assets and builds organizational resilience Flexibility and innovation Collaboration and optimizes partnerships

United Way Vetting and Accountability Step 1 UW issues annual call for proposals. Applications are reviewed by an independent team of volunteers in a 3-step process including adapted Business Model Canvas and interviews. Step 2 Team of volunteers recommend investments to the United Way board of directors. Step 3 UW conducts an organizational assessment to identify strengths and opportunities for development with each successful non-profit and signs a contract that sets targeted outcomes. Step 4 $1M pledge participants select where to direct their investments from a subset of vetted projects with targeted outcomes. UW protects investments by providing guidance and development opportunities to each of these projects. Step 5 Funded partners provide 6 and 12 month progress reports to UW and UW shares with $1M pledge participants.

Investment Strategies Improve Educational Outcomes: (2017 results) 100% of 75 children improved or maintained their numeracy over the summer. 90% of 88 children with year round support demonstrated appropriate classroom behaviour (report card). 83% of 207 children built leadership and responsibility, team work skills 75% of children/teens who go to the TRC and SJ Boys and Girls Club have PSE plans.

The Other Why Be a part of a network of progressive, socially conscious business leaders Brand your business as one that is socially responsible Optimize your investments in your community while investing in business development See the results and impact of your charitable giving Business promotion potential: CBC Huddle Telegraph Journal Boiling Point podcast

The How Together network members pledge $1 Million dollars over 10 years. Customize your pledge to optimize your experience and benefit (e.g., corporate gift, % of sales, involve customers, involve employees) Reps from each member collaborate to better understand the issues and select project(s) for investment and other forms of support (technical expertise, employee volunteerism) Reps reconvene at 6 and 12 months to review and discuss progress and determine whether to continue with current investments or to modify.

J. Scott McCain