1. Strategic Partners Advancing the Common Good ~ United Way and You June 1, 2009

2. 2 Objectives 1.Participants will increase their knowledge about United Ways community impact work. 2.Participants will identify and exchange information that will enable strategic partnerships. 3.Participants will increase skills to strengthen their partnerships with United Way.

3. 3 Agenda 1.What changes are occurring in the United Way system? 2.What are you experiencing locally? 3.How can you position 2-1-1 /I&R as a strategic asset with your United Way? 4.What do you need / want out of the relationship? 5.How do you reach strategic agreements?

4. 4

5. 5 United Way Changes Transformation: from Transactional to Community Impact Advancing the Common Good framework 10 year goals for income, education and health Live United campaign and system mobilization United Way Worldwide

6. 6 Point of view United Ways should be engaging with the four sectors to solve problems – the government (when appropriate), businesses, NGOs, and residents United Ways should be generating financial resources and other resources to support approaches that create community changes People have immediate needs, but only addressing immediate needs will not lead to large-scale results and lasting change United Ways should be working with partners on education, income, and health issues – defined differently in each region, country, or community

7. 7 United Way mobilizes NGOs, businesses, government leaders, and ordinary citizens to: Use knowledge to CREATE A COMMUNITY PLAN for addressing the root causes of education, income, and health issues GENERATE RESOURCES to execute plan MEASURE progress, COMMUNICATE with the community, and REFINE work as needed BUILD KNOWLEDGE through research and community engagement and dialogue IMPLEMENT the agenda for change with community partners

8. 8 United Ways are in many different places Transactional Resources In; Resources Out Focused on Program Results Doing Community Change Projects A Community Change Organization GLOBAL UNITED WAY CONTINUUM

9. 9 United Way. Advancing the Common Good Education Helping children & youth achieve their potential Readiness to achieve in school Academic achievement Productive & engaged youth Increased income Increased savings Assets gained and sustained Maternal health and infant well-being Basic health care coverage and prevention Healthy youth and adults Creating the opportunities for a better life for all by focusing on: Community & Volunteer Engagement 2-1-1 Community Investment Public Policy Resource Generation Income Promoting financial stability and independence Health Improving peoples health Inclusion & Partnerships Standards of Excellence Relationship Building / Mobilization Mission: To mobilize the caring power of communities to improve lives by advancing the common good.

10. 10 10 year goals for the common good Education: Helping children and youth achieve their potential Goal: Cut in half the number of youths who drop out of high school Target: By 2018, 87% of high school seniors will graduate on time, up from 74% in 2006

11. 11 10 year goals for the common good Income: Promoting Financial Stability and Independence Among Working Families Goal: Cut in half the number of low-income working families who are financially unstable. Target: By 2018, 82% of families with one or two parents working 50 or more weeks during the previous year, and incomes less than 250% of the federal poverty level will spend less than 40 % of their income on housing, up from 64% in 2006.

12. 12 10 year goals for the common good Health: Improving Peoples Health Goal: Increase by one-third the number of youth and adults who are healthy and avoid risky behaviors. Targets: By 2018, 45% of youth and 47% of adults will be healthy and avoid risky behaviors, up from 34% of youth and 35% of adults in 2005.

13. 13

14. 14 United Way. Advancing the Common Good Education Helping children & youth achieve their potential Creating the opportunities for a better life for all by focusing on: Community & Volunteer Engagement 2-1-1 Community Investment Public Policy Resource Generation Income Promoting financial stability and independence Health Improving peoples health Inclusion & Partnerships Standards of Excellence Relationship Building / Mobilization Individuals and Organizations LIVE UNITED: Give, Advocate, Volunteer Mission: To mobilize the caring power of communities to improve lives by advancing the common good.

15. 15 United Way Worldwide On May 13, 2009 United Way of America membership voted to join United Way Worldwide. UWA staff now merges with UWI staff as UWW staff. A new UWW board is forming. United Ways of many names around the world in in 46 countries will be affiliating with UWW. Goals will remain the same, but targets in countries may vary.

16. 16 2007 CIPS Survey Community Impact Practices Survey Where does 2-1-1 fit into your impact work? Mission Research Planning Relationship Building Education Income Health Disaster Volunteer Engagement

17. 17 What do others say about where 2-1-1 fits into their community impact agenda? It doesnt…Not at all No specific fit Only nominally Not high A separate initiative Its a program Its a state function Under review Has not been discussed to this point

18. 18 How can 2-1-1s / I&R and UWs become strategic assets for each other? How do we facilitate an: enduring productive strategic partnership between UWs and 2-1-1s / I&Rs?

19. 19 How 2-1-1 fits into UW Initiatives Key Principles United Way and 2-1-1 are mutually reinforcing Both work to support the health & human service system to be impactful, responsive & efficient Both are vital to local efforts to address existing and emerging community needs Both benefit from understanding the unique roles they can play in each others domain

20. 20 Crucial Conversations and Agreements – What are ten elements of effective agreements? 1 2 3 4 5 6 7 8 9 10 with appreciation to Stewart L. Levine, author of The Book of Agreement

21. 21 What 2-1-1 can do for United Way initiatives 2-1-1 provides a tangible portal to UW work, highlighting successes including successful relationships and can: Identify and classify existing community resources in the areas of Health, Income & Education Provide detailed reports on the level of requests for resources related to Health, Income & Education Cross promote specific United Way initiatives as they related to callers needs and requests Target callers, by specific demographics or topics, for supplemental surveying or follow-up Introduce UW to ethnic and faith-based groups which might inform their objectives

22. 22 What United Way can do to support 2-1-1 Invite or include 2-1-1 representatives to serve on United Way committees or task forces related to initiative work Support and fund specific enhancements to 2-1-1 capacity for data mining, analysis and research (some 2-1-1s may not currently have the right skills set or technology) Promote 2-1-1 consistently as the number to call for more information around initiatives (with prior communication and agreed upon expectations) Collaboratively advocate for 2-1-1 support in the public sector (local, state & federal) for dedicated funding

23. 23 Strengthening the relationship and building trust United Way and 2-1-1 need each other, but the benefits are not automatic The importance of trust, honesty, patience and forgiveness Keep the ultimate beneficiary – the community – at the forefront of discussions Remember: Nothing is impossible for those who dont have to do it! (This applies to everybody!)

24. 24 Resources www.liveunited.orgwww.liveunited.org www.liveunited.org/211 http://liveunited.org/goals/cg_income.cfm http://liveunited.org/goals/cg_education.cfm http://liveunited.org/goals/cg_health.cfm Common Good Forecaster: Exploring the Impact of Education in your Community www.measureofamerica.org Stewart L. Levine,Esq. – publications www.ResolutionWorks.org

25. 25 Contacts Linda Daily, Director 2-1-1 United Way of America 703.836.7112 x 474 Linda.Daily@uwa.unitedway.org Tino Paz, Manager 2-1-1 United Way of America 407.673.2003 Tino.Paz@uwa.unitedway.org

26. Thank you