1
From Charity to Investment: Re-imagining the United Way CampaignJeff Edmondson, Managing Director
22
33
Why Did the Decline Slow?
Community ImpactInvesting
What Can Reverse the Trend?
4
THE CASE FOR MOVING FROM ANNUAL CAMPAIGNS TO
IMPACT INVESTING
55
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
66
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
7
CULTURAL CHALLENGES AND POTENTIAL THREATS
88
What are risks need to be addressed?Leaving the Cocoon of Traditional Campaign
99
What are risks need to be addressed?
Shift in Capacity Needs
1010
What are risks need to be addressed?
Managing Expectations on Timelines
11
PATH TO CHANGE
1212
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
1313
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
1414
Transition Continuum
“Partnerships move at the speed
of trust.”
1515
Bottom Line: Community Impact investing
Is About Moving Dials
