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From Charity to Investment: Re-imagining the United Way CampaignJeff Edmondson, Managing Director

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Why Did the Decline Slow?

Community ImpactInvesting

What Can Reverse the Trend?

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THE CASE FOR MOVING FROM ANNUAL CAMPAIGNS TO

IMPACT INVESTING

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What we care about has changed

Dollars Raised

Annual Campaign

• Measured by activity – “how many companies participated”

• About numbers funded, not movement of outcomes

• Legacy gets in the way of innovation

First 95% of campaign has become almost

automatic

Remaining 5% of campaign remains most challenging

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Annual Campaign

Annual

Issue Based

Focus on # Served

Number of Programs Supported

Losing momentum with donors who

can give other ways

Multi-Year Commitments

Outcome Based

Measures Impact onthose Served (SROI)

Trendlines Improved

Gaining momentum with donors who

want to see impact

Impact Investing

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CULTURAL CHALLENGES AND POTENTIAL THREATS

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What are risks need to be addressed?Leaving the Cocoon of Traditional Campaign

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What are risks need to be addressed?

Shift in Capacity Needs

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What are risks need to be addressed?

Managing Expectations on Timelines

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PATH TO CHANGE

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BABY STEPS:

Program Side:• Convene leaders and hire a few new program staff• Agree on outcomes and form

collaboratives around priorities

R&D Side:• Incremental gains in campaign

target collaborative work• Keep annual commitment

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GIANT STEPS:

Program Side:• Focus work on outcomes and take clear

accountability with partners for impact• Focus on facilitating networks to use data

analytics led and provided by staff

R&D Side:• Build multi-year products for investors –

renewable based on achieving goals

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Transition Continuum

“Partnerships move at the speed

of trust.”

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Bottom Line: Community Impact investing

Is About Moving Dials

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Questions? Jeff Edmondsonedmondsonj@strivetogether.org