® The Funding Model & Revenue Share Lindy Ettin, Unit Services Associate Director

® Agenda What is the Funding Model? The Role of the President in Relation to the Funding Model How to use your Revenue Share Funds Q & A

® What is the Funding Model? National Provides R/BCs with: Operating Funds – i.e. Revenue Share Pays Rent and Manages Leases Pays Staff Salaries and Helps with Staff Management, Hiring etc. Removed the Burden of Administrative Fundraising Re-Focus on Raising Money for the Extraordinary Work of Hadassah Needs Based Model Submit Annual Plan Quarterly Revenue Share Request

® Revenue Share Funds Revenue Share Allocation Based on R/BC Grassroots Fundraising Performance Funds are to be used be for operating expenses R/BC use funds for their operating expenses R/BC provide funds to their units for operating expenses Event funding is not part of operating expenses Funds are available quarterly Approved Offices and Staff costs are paid by National These operating expenses are separate from the Revenue Share Allocation With all operating expenses covered, all fundraising dollars should be remitted to National for full fundraising credit

® The Role of the Presidents Manage the Operating Requirements for Region/Big Chapter Plan Prioritize Estimate costs Gather the Operating Expenses for your Chapters/Groups Understand the Chapter/Groups operating requirements Help Chapters/Groups to budget and plan Balance All Requirements to work within your Revenue Share Allocation Ensure that the Quarterly Revenue Share Requests are Submitted to National on Time

® 2015 Revenue Share Allocation 2015 Revenue Share Allocation based on 2013 Actuals 2015 Allocation is 32% of 2013 Grassroots Fundraising 2014 Allocation was 33.2% of 2013 Grassroots Fundraising Net Request Should Remain within Allocation

® Guidelines for Allowable Revenue Share Expenses: R/BCs Regions and Big Chapters – Operational Funds: Travel to units by Presidents and Area Advisors R/BC Conferences/Meetings/Trainings: Includes travel to the conferences/meetings for members of the R/BC Boards R/BCs are encouraged to consider hosting conferences/meetings via webinar to save on travel expenses Includes hotel rooms (double occupancy) for members of the R/BC Boards if overnight stay is required Participants should be paying a reasonable couvert to cover some of the expenses R/BC Conference Calls R/BC Speakers R/BC Supplies R/BC Mailings R/BC administrative expenses in approved offices (utilities, internet connections, etc.) At the discretion of R/BC, subvent members to Conferences & Convention Those subvented should be required to follow guidelines set by Presidents Discretionary funds for Presidents use Attendance at community or coalition partner events that include Hadassah in the program or on the agenda

® Membership, Fundraising, Programming and Education Events should be self-sustaining

® Guidelines for Allowable Revenue Share Expenses: Chapter/Group Chapters and Groups – Operational Funds: Chapter/Group Board Meetings/Trainings/Events Chapter/Group Trainings Chapter/Group Mailings Chapter administrative expenses in approved offices (utilities, internet connections, etc.) At the discretion of Chapters/Group and in consultation with R/BC leadership, subvent members to Conferences/Convention In order to receive Revenue Share Chapters/Groups can: Submit an annual plan/operating budget – (Blueprint training materials) Bank statement Have a meeting or conference call with the R/BC President/Treasurer If the Chapter/Group is not requesting Revenue Share, why? Do they have a bank account? Are they fully self sustaining? Are they using fundraising money to cover their expenses?

® Fundraising Events should make a profit while covering all costs. Membership, Programming and Educational Events when held separately from Fundraising should attempt to be self-sustaining.

® Revenue Share Requests The Annual Plan and Revenue Share Request form includes: Tab 1: R/BC Annual Plan Activities Tab 2: R/BC Operating Expenses Tab 3: Chapter or Group Funding Requests to R/BC Tab 4: Summary and Revenue Share Request Tab 5: Evaluation Requests are broken down by quarter Revenue Share is calculated automatically

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® Important Reminders: Do’s & Don’ts Do’s Include Cash On Hand Balance & Bank Statement Balance on Tab 4 Include Actual Disbursements to Chapters/Groups & Compliance Status on Tab 3 Quarterly Indicate Units with no Bank Accounts Indicate Units Not Requesting Revenue Share Identify Changes to the Annual Plan with Different Colors Submit Quarterly Requests to Resource Chair for Review

® Important Reminders: Do’s & Don’ts Don’ts Do Not List Fundraising Profits as Income Do Not Duplicate Expenses on the Activity & Operating Budget Tabs (1 & 2) Do Not Make Changes to Prior Qtrs. Only Able to Change Current or Upcoming Qtrs Do Not Delete Lines on the Excel Forms

® Challenges with Revenue Share Education problem The Revenue Share is still not entirely well understood Introduced a lot of new concepts:  Revenue Share Allocation  Operating (Administrative) Expenses  Return on Investment  Self-sustaining  3-months of usual/customary expenses Some Chapters are unwilling to work within the model  Trust Factor  Micro-management Factor  Difficult to know how many Chapters fall into this category What’s Next…

® Don’t Hesitate to Contact: Anita Levy, Revenue Share Project Manager OR Lindy Ettin, Unit Services Associate Director

® Questions?