1. Title slide option 1 Subtitle Presenter, etc The Transformational Partnership CEO, CDO and Board Leaders Karen E. Osborne The Osborne Group, Inc.

2. Partnership Continuum* *Cowan Global 1. Co-existence 2. Co-operation 3. Co-ordination 4. Collaboration 5. Co-ownership

3. Culture of Philanthropy “Everyone understands, believes in, embraces and acts on his/her responsibilities in philanthropy, engagement and stewardship in a donor-centered, professional and ethical manner.”* *The Osborne Group, Inc.

4. Inspired, Joyous, Generous Investment* *The Osborne Group, Inc.

5. “All In” Ernie Ludy, Founder Medstat The Osborne Group, Inc.

6. The Tarnside Curve of Involvement * Developed by Patrick Boggen, Tarnside Consulting, UK High INVESTMENT INVOLVEMENT High Awareness Interest Engagement Commitment Ownership Taking Personal Responsibility

7. Stewardship* “Customer Service is the new marketing and retention is the new acquisition” Joe Connelly, WSJ 1. Thank you 2. Spending as agreed, transparency, prudence 3. Documentation 4. Recognition 5. Communicating and experiencing IMPACT *The Osborne Group, Inc.

8. “WOWING” Investors and Partners Personal Fresh Unexpected Above and beyond Timely Authentic The Osborne Group, Inc.

10. Clarity of Roles and Responsibilities

11. Big Ideas Beget BIG Investments

12. Passions, motivations, values Aspirations Style Blind spots Strengths Weaknesses Preferences Philanthropic Profile Knowledge and Insight (Self & Them) The Osborne Group, Inc.

13. Must Have – 100% Very Important – 40% to 75% Helpful – One or two individuals Strategically Composed Board* *The Osborne Group, Inc.

15. Making it Happen Honest assessment A joyful experience Clarity Training and support Confidence Metrics and reporting Great internal stewardship The Osborne Group, Inc.

16. Like us on Visit us: www.theosbornegroup.com for free podcasts, blog posts, videos and tools Contact us: mail@theosbornegroup.com 914-428- 7777mail@theosbornegroup.com Follow us on Twitter @kareneosborne, @bobosborne17 Connect on LinkedIn Karen Osborne, Laurel McCombs, Yolanda Rahman and Robert Osborne, Jr. This presentation is the copyrighted property of The Osborne Group, Inc. (TOG) It cannot be used, copied, sold or given away without written permission from TOG