Year Founded: 1989 Asset Size: $105 Million (as of 12/31/06) Granting: $89 Million of which $17.7 Million was granted in the last fiscal year Annual Budget: $1.8 Million Staff Size: 15 Our Mission: To encourage, support, and facilitate philanthropy in Orange County. (as of January 2007)
The Big R’s That Lead to Results Ambassador Program
Mission Statement To proactively introduce OCCF to friends, family, and colleagues in order to heighten philanthropy in Orange County. To help share the value and benefit of working with the Community Foundation. 2
Research & Recruit Qualities of Ambassadors Who to ask Call from OCCF President Meet face-to-face if needed Written Invitation to Orientation Ambassador Program 3
Respond with Resources Tailor Approach to Each Ambassador’s Needs Respond to New Prospects Ambassador Handbook (Web Portal) Plan Ambassador Gatherings Ambassador Program 4
Recognize Results Ambassadors’ Testimonials in Marketing Materials Acknowledge Donor Referrals – milestones Business Card/Hat In first year: 55 Ambassadors 15 Gatherings 168 New Prospects ½ of New Funds Ambassador Program 5 over past 6 months referred by Ambassadors
Review & Revise Evaluations by Ambassadors Staff Debriefing Ambassador Program 6 Ambassadors as a Focus Group Orange County Community Foundation
Marketing on a Budget What a tiny (but mighty) Community Foundation can do to make itself known.
Shasta Regional Community Foundation Facts Ø Founded in 2000 out of Grant and Resource Center Ø Currently managing 85 funds Ø Holding $7.2 million in total assets Ø More than $800,000 in annual grants Ø Cumulative grants made since 2000: $3.6 Million Ø Annual Foundation Budget = $1.12 Million Ø Annual Communications Budget = $27,200 Ø 4.2 Full Time Equivalents
Reaching Out Examples of Marketing Activities: Working with Professional Advisors Using Real Estate Foundation as a tool Engaging in Community Activities Using grants to help increase visibility Created Cultural Trust Donor Events
Reaching Out Professional Advisors At least 2 meetings per month Hosting luncheons/meetings Special mailings Call PA’s for advice Community Foundation Desk in a Professional Advisor’s Office
Reaching Out Formed in response to donors and the community Opportunity to engage Real Estate Professionals with Community Foundation via Board of Directors and committees Used as development tool Real Estate Foundation
Reaching Out Community Projects Giving time and resources to help with an important community cause Examples Veterans Cemetery Endowment Fund Redding Historic Church
Reaching Out Board directed unrestricted grantmaking to support Community Events/ Performances/Celebrations Ten events were chosen for strategic, marketing related reasons Community Celebration Grants Photo courtesy of Jim Mark and theshastalaker.com
Reaching Out Launched in 2006 through Community Building Arts Initiative grants Collection of funds supporting arts and humanities Tool used to encourage the start of new arts/humanities funds and gifts to existing funds The Cultural Trust
Future Prospects Regular radio program on local NPR affiliate “Sounds of Change” Opening Investment Committee meetings to Professional Advisors Working with Williams Group to update website and brochures Targeting High Net Worth Individuals