1. Funding Strategies for Community Level Organizations

2. Environment Most competition ever at all levels - 5,000 licensed charities in NC - Church based preschool raising $ - UNC at Chapel Hill 4 Billion dollar campaign Worst economic situation in many years

3. Traditional sources such as United Ways under significant pressure Many corporations are focusing on funding issues/areas that help strengthen their brand Generational changes in charitable behavior Technology – On-line giving Environment, cont.

4. Keys for Success Donor Relationship Management 1.Do you know your donors? 2.Do your donors still perceive you as valuable? 3.Do you have a competitive advantage? 4.Can you deliver more to our community? 5.Do you have strengths that can be leveraged?

5. Segmentation Identification and treatment of donors and prospects based on demographic or psychographic similarities Designed to generally understand and identify characteristics of donors Can be as simple or complex as you can imagine Predicated on the idea that all customers and prospects aren’t created equal

6. Leadership Who do you involve? What do you ask from your volunteers? How strategic is your approach? How do you recognize your leadership? Plaques are nice - you can do better!

7. Agenda for Lasting Change Supporting Health Community Goals: ✓ Prevention: ___ children in priority and underserved populations engaged in healthy behaviors ✓ Access: Increase access to primary health services for ___ persons in priority populations

8. Moving from “one size fits all” transactions to personalized relationships Engage in year-round interactions Creating Lifelong Relationships

9. ■ Know your funder! ■ Volunteer! ■ Conduct a United Way Campaign! ■ Fund “Points of Convergence” - Google story ■ Outputs – outcomes – Impact! ■ Relationships Matter! Relationship with Local United Ways

10. Education Helping children & youth achieve their potential Creating the opportunities for a good life for all by focusing on: Income Promoting financial stability & independence Health Improving people’s health Advancing the Common Good Advancing the Common Good What United Way Does Community and Volunteer Engagement 2-1-1 Resource Generation Inclusion Partnerships Community Investment Public Policy Donor Relationships How United Way Works – The Standards of Excellence

11. Next Steps Review – Volunteer involvement, recruitment, and recognition. Do you have the right people involved? Review – Organizational materials and website. Do they convey the right message? Develop and/or Review – Strategic direction/plan – Is it taking you where you need to go? Steal, Copy, Plagiarize the best thinking, products and ideas from other local Healthy Carolinians organizations! There are no entitlements!

12. Thank you! Questions? Issues? Concerns?