2. Welcome and Introductions
35%

3. Achieving your pledge
Ideas, plans, and progress so far

4. 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

5. 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.

6. 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…

7. 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

8. 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.

9. 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.

10. 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

11. 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.

12. J. Scott McCain