Post on 15-Dec-2015
transcript
Creating a Blueprint for NCCF Affiliate Success
Why is this work necessary?
To achieve greater impact in our local communities and together achieve greater collective impact across the state.
Growth and development of each affiliate is critical to success.
NCCF able to identify common needs for training and technical assistance among the affiliates.
Creating a Blueprint for Affiliate Success
The Road to Today
Futures Committee Conclusions
NCCF is committed to providing access to a local community foundation across the state, particularly in our rural communities. This access is primarily provided through the Foundation’s affiliates. The Futures Committee recognizes that the affiliates provide the Foundation with unique strength and opportunity, as well as unique challenges.
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Futures Committee Conclusions
The Committee is committed to the continued growth of the Foundation, and to ensuring its products and services are attractive to, and inclusive of, the changing demographics of the state it serves. The Committee also recognizes that the changing economic and donor climate necessitate a review of the Foundation’s underlying structure and economic model in order to ensure the Foundation is best positioned to deliver on its promise to its constituents.
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NCCF Affiliate Impact Committee
Affiliate Impact Committee Purpose
To develop metrics to enable NCCF and its affiliates assess the effectiveness and financial health of NCCF’s affiliates.The “Blueprint for Affiliate Success” is the result of this focus.
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NCCF Affiliate Impact Committee Work To Date
Affiliate “Listening Tours” (September, 2013)Presentation at Affiliate Mtg. (October, 2013)Meeting with Regional Associates (December, 2013)Affiliate Surveys Conducted (Dec, 2013-March, 2014)NCCF Financial Data analyzedFour meetings of the Committee
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49 affiliate boards participated in survey exercises in all 8 regions.
Affiliate Impact Committee very pleased and appreciative with this response!
NCCF Affiliate Impact Committee Work to Date
10 9 8 7 6 5 4 3 2 1 00
5
10
15
20
25
30
35
Q3Q2bQ2aQ1
Overall Range of Responses
6.0
9.0
3.5
4.0
7.0
8.0
3.0
3.0
Red: Median Affiliate Score
Green: Affiliate Score
Affiliate Impact Committee strong recommendation - continue on path of continuous board engagement, education, and buy-in with local affiliate boards.
Shared the draft Blueprint/questions with 8 affiliates (one per region) and gathered additional feedback.
NCCF Affiliate Impact Committee Work to Date
Blueprint Feedback
Affiliate boards appreciated the opportunityProvided opportunity for discussion of key issues/rolesProvided additional opportunity for board educationHelped uncover potential new board leadersInspired questions about a variety of topics, but
particularly around NCCF financial structure
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NCCF Financial Data Analysis
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Revenues SummaryAdmin Fees 2,000,000 NCCF Endowment 670,000 Other 80,000 Total Revenues 2,750,000
NCCF Financial Data Analysis
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NCCF Activities and Cost
NCCF Major Activities CostSupport & Grow Affiliate Boards 850,000 Administration of Grants & Scholarships 610,000 Donor Engagement 410,000 New Fund Development 330,000 Other Service Activities 60,000 Statewide Partnerships 60,000 Administration/Overhead 440,000 Total Annual Cost 2,750,000 Notes:Average Annual Cost Per Affiliate ($2,750,000/60) 46,000Average Fund Balance in “Family of Funds” Needed to Support Cost 4,200,000
NCCF Financial Data Analysis
$2.75M annual budget73% of revenue comes from fees (within national range
of 65%-75%) Operating Endowment provides majority of remaining
revenue9 affiliates are at or above “break even” in fee revenueNCCF needs additional infrastructure investments
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Helps each affiliate assess where they are with 4 major areas of their work
Help affiliates create and track annual goalsHelp focus the work of the NCCF Regional Associate and
NCCF by identifying common needs across the network
Creating a Blueprint for Affiliate Success
Benchmark Questions As a Focus of Ongoing Planning
Implementation will take timeProvides a way to quantify effectiveness and
sustainability of affiliateRequires affiliate to take responsibility for its future
successRequires NCCF to ensure it uses its resources most
effectively/efficiently to ensure affiliate success
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Key Success Indicators
Developing a strong and committed board that is representative of the community it serves
Inspiring and promoting local philanthropy to grow assets and the affiliate “Family of Funds”
Conducting an effective grantmaking program for greatest impact
Demonstrating leadership as a catalyst or convener for pressing community needs
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What is the plan for moving forward?
Share Blueprint at Fall Regional Forums and get feedbackRefine benchmark questionsImplement Blueprint with questions in January 2015
Creating a Blueprint for Affiliate Success
Our Work Today
Spend 5 minutes alone reviewing the document and select the 1 question in each of the 4 major areas that could become the initial “benchmark questions” for your affiliate.
Share and record questions from each group, along with rationale as to why each is important.
Creating a Blueprint for Affiliate Success