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DRAFT 9/8/03 10:30 PM. Micro-Finance: Empowering Women and Persons with Disabilities Toward Economic Security. By: Ani K. Kazarian Research Scholar, The C.A.K.E. Foundation United Nations 56th Annual DPI/NGO Conference September 9th, 2003. Outline of Presentation. I. Background

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By ani k kazarian research scholar the c a k e foundation

DRAFT

9/8/03

10:30 PM

Micro-Finance: Empowering Women and Persons with Disabilities Toward Economic Security

By: Ani K. Kazarian Research Scholar, The C.A.K.E. Foundation

United Nations 56th Annual DPI/NGO Conference

September 9th, 2003


By ani k kazarian research scholar the c a k e foundation

Outline of Presentation

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices


By ani k kazarian research scholar the c a k e foundation

I. Background

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

I. Background


By ani k kazarian research scholar the c a k e foundation

Ani K. Kazarian Background

  • Research Scholar of The C.A.K.E. Foundation

  • Several years as team member

  • Focus - NIS/Global benchmarking and best practices

  • High school senior at The Lincoln School

I. Background


By ani k kazarian research scholar the c a k e foundation

The Charles & Agnes Kazarian Eternal (C.A.K.E.) Foundation

  • 501(c)(3) non-profit, operating foundation, established in 1998

  • Foundation assets approaching $20 million

  • Areas of focus: education, technology, and healthcare

  • Lead sponsor of Community Micro-Finance

  • Other initiatives include: Japonica Intersectoral, language software program, and public sector benchmarking publications

I. Background


By ani k kazarian research scholar the c a k e foundation

II. Overview

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

II. Overview


By ani k kazarian research scholar the c a k e foundation

Community Micro-Finance: Mission

“Providing financial and social support services to women and individuals with disabilities of Armenian heritage”

II. Overview


By ani k kazarian research scholar the c a k e foundation

Our Situation Assessment

  • Armenian women are a driving force for change, yet have a much higher unemployment rate than men

  • Individuals with disabilities are largely neglected if not shunned

  • Micro-finance supplemented by social support services strengthens democracy and free enterprise

II. Overview


By ani k kazarian research scholar the c a k e foundation

C.A.K.E.’s Community Micro-Finance Initiative

  • Provide financial and social support services to women and individuals with disabilities of Armenian heritage

  • Create a network of leading U.S. and Armenian providers

  • Manage metrics to increase effectiveness of funding

  • Develop a model that can be replicated globally

II. Overview


By ani k kazarian research scholar the c a k e foundation

Key Team Members

  • C.A.K.E.

  • Outreach Partner(s)

  • Paul V. Sherlock Center on Disabilities

  • Micro-finance Provider(s)

  • Healthcare and Rehabilitative Services Coordinator

II. Overview


By ani k kazarian research scholar the c a k e foundation

III. Process Steps

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Six Process Steps

  • Established New Philanthropy Benchmarking as framework

  • Requested 4 customized Executive Briefs

  • Reviewed relevant research literature

  • Met with industry professionals

  • Conducted due-diligence on Micro-finance providers

  • Currently drafting letter agreements

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Established “New Philanthropy Benchmarking”as Framework

  • New Philanthropy Benchmarking: Wisdom for the Passionate (NPB)- To learn more go to www.unitedu.com/NPB.html - Available at Amazon and Barnes & Noble, etc.

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Requested 4 Customized Executive Briefs

  • Requested 4 Executive Briefs from Japonica Intersectoral

  • Costs 10% of a comparable work product

  • Received in a fraction of the time to alternatives (3 to 4 weeks)

  • Can be found at www.japonicaintersectoral.com

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Example Resources from Literature Reviewed

  • Consultative Group to Assist the Poorest (CGAP)

  • Rating Agencies

  • USAID

  • UN/UNDP

  • World Bank

  • Women’s World Banking (WWB)

  • Micro-finance bulletins and trade journals

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Meetings with Industry Professionals: Select Examples

  • USAID

  • UNDP

  • Planet Finance rating agency - Paris

  • Paul V. Sherlock Center on Disabilities

  • NIS Regional Organizations - Yerevan, Moscow, Kiev

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Due-Diligence of Micro-Finance Providers

  • Identified and researched 5 prospective candidates

  • Selected top candidates had benchmark transparency- each had extensive rating profiles

  • Conducted two day on-site due-diligence

  • Performed extensive reference checkings

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Drafting Letter Agreements with Providers and Partners

  • Outreach Partner(s)

  • Paul V. Sherlock Center on Disabilities

  • Micro-finance provider(s)

  • Healthcare and rehabilitative services coordinator

III. Process Steps


By ani k kazarian research scholar the c a k e foundation

Team Member Roles

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

Global Micro-Finance Guiding Principle

“Credit without DISCIPLINE is nothing but charity. Charity in the name of credit will destroy the poor, not help them.”

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

Key Team Members

  • C.A.K.E.

  • Outreach Partner(s)

  • Paul V. Sherlock Center on Disabilities

  • Micro-finance Provider(s)

  • Healthcare and Rehabilitative Services Coordinator

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

C.A.K.E.’s Role

  • Oversight management

  • Coordinates funding

  • Continuously researches benchmarking and best practices

  • Minimize unintended consequences

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

Outreach Partner(s)’ Role

  • Develop marketing / PR strategy

  • Utilize member network

  • Initial screening of candidate

  • Allocate seed capital grants

  • Supplement business development services

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

Paul V. Sherlock Center on Disabilities’ Role

  • Internationally recognized benchmark

  • Provide training to local social service professionals

  • Improve business development programs

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

Micro-Finance Provider’s Role

  • Develop affinity group loan products- entrepreneurs- students- employers of target group

  • Process loans

  • Coordinate business development services- business plans- classes and workshops

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

Healthcare and Rehabilitative Services Coordinator’s Role

  • Coordinator of specialist providers

  • Suggest candidates

  • Provide assistive devices and rehabilitative services

  • Provide occasional medical treatment

IV. Team Member Roles


By ani k kazarian research scholar the c a k e foundation

V. Appendices

I. Background

II. Overview

III. Process Steps

IV. Team Member Roles

V. Appendices

V. Appendices


By ani k kazarian research scholar the c a k e foundation

Appendix A

  • Executive Summary

  • www.charmo.com/cmf_exec_summary.html

V. Appendices


By ani k kazarian research scholar the c a k e foundation

Appendix B

  • Two day due-diligence agenda

  • www.charmo.com/cmf_materials.html

V. Appendices


By ani k kazarian research scholar the c a k e foundation

Micro-Finance: Empowering Women and Persons with Disabilities Toward Economic Security

By: Ani K. Kazarian Research Scholar, The C.A.K.E. Foundation

United Nations 56th Annual DPI/NGO Conference

September 9th, 2003


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