1. Invest It Forward Michelle Noguchi, VP Campaigns & Engagement
2019 SMG Symposium
Invest It Forward
Michelle Noguchi, VP Campaigns & Engagement

2. Invest It Forward™ Overview
Demand for corporate community engagement continues to grow, and with that, so has Invest It Forward. We toast five years of IIF network collaboration.
We continue to mature and refine together – using data and the “MatchMe” site to:
expand relationships with individual volunteers and our partner firms
support our SMG teachers and students
deepen engagement and financial capability in our own communities and states!

3. Invest It Forward™ Keeping Current – Trends in the Field
Skills-based volunteering is the fastest growing type of corporate volunteer program (CECP)
Creating scale through volunteer ambassador programs is a shared challenge for firms & non profits alike (Benevity)
Value of Volunteer Time Rose 3% in Average now of $25.43; DC now has the highest state rate in the US (Points of Light)
Companies in the Financial Sector saw a jump to 28% volunteer participation among their employees this past year, outpacing all other sectors such as energy 10%, healthcare 6%, and even IT 18% (Your Cause)

4. Invest It Forward™ How Do These Influence US?
Afford THE gateway to broader corporate engagement
Build Ambassadors across companies & sectors (Business, Government & Other Community Based Groups)
Create a new donor pipeline (Individually & Institutionally)
Feed leadership, e.g. Board of Directors
Expand your network. We continue our firm expansion at HQ, Regional & Local Levels!

5. Invest It Forward™ Since Our Launch in April 2014
Invest It Forward has recruited and retained
more than 11,000 discreet volunteers.
These volunteers engaged in more than
14,000 discreet activities as:
classroom guest speakers firm field trip hosts for students & teachers
special event/award speakers
teacher PD and workshop collaborators
newsletter and content editors
and InvestWrite judges!

6. Invest It Forward™ Developments & Considerations
Automated proximity mailer, triggered 4x this spring
Scheduler addition to teacher request; 3 dates/times for your volunteer’s consideration
In absence of a registered local volunteer, cold outreach across Edward Jones, LPL and Raymond James 2x this spring
These enhancements brought about a 96% match rate; and significantly expedited the match process
Considerations
Increasing teacher response; closing the fulfillment gap
Developing our own IIF ambassadors by firm/by state.
Expanding firm hosted activity (field trips/awards/workshops) outside of the tri-state area.

7. Invest It Forward™ Questions
Are you registered as a state administrator yet?
Are you aware of the firms/volunteers/schools/teachers in your state taking advantage of IIF?
Have you introduced yourself to your registered volunteers? Added them to your newsletter mailings, invited them to your award ceremonies, etc…
How can I help you develop and expand IIF in your state?
What single action might you commit now to advance IIF in the new school year?

8. Invest It Forward™ Spring’s Social Media Push!