1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director

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33 Why Did the Decline Slow? Community Impact Investing What Can Reverse the Trend?

4 THE CASE FOR MOVING FROM ANNUAL CAMPAIGNS TO IMPACT INVESTING

55 What we care about has changed Dollars Raised Annual Campaign Measured by activity – “how many companies participated” About numbers funded, not movement of outcomes Legacy gets in the way of innovation First 95% of campaign has become almost automatic Remaining 5% of campaign remains most challenging

66 Annual Campaign Annual Issue Based Focus on # Served Number of Programs Supported Losing momentum with donors who can give other ways Multi-Year Commitments Outcome Based Measures Impact on those Served (SROI) Trendlines Improved Gaining momentum with donors who want to see impact Impact Investing

7 CULTURAL CHALLENGES AND POTENTIAL THREATS

88 What are risks need to be addressed? Leaving the Cocoon of Traditional Campaign

99 What are risks need to be addressed? Shift in Capacity Needs

10 What are risks need to be addressed? Managing Expectations on Timelines

11 PATH TO CHANGE

12 BABY STEPS: Program Side: Convene leaders and hire a few new program staff Agree on outcomes and form collaboratives around priorities R&D Side: Incremental gains in campaign target collaborative work Keep annual commitment

13 GIANT STEPS: Program Side: Focus work on outcomes and take clear accountability with partners for impact Focus on facilitating networks to use data analytics led and provided by staff R&D Side: Build multi-year products for investors – renewable based on achieving goals

14 Transition Continuum “Partnerships move at the speed of trust.”

15 Bottom Line: Community Impact investing Is About Moving Dials

16 Questions? Jeff Edmondson