Community Leadership Webinar January 26, 2011

1. Community Leadership Webinar January 26, 2011 Beyond Grantmaking:  Engaging Citizens in Building a Better Community

2. Welcome • Sixth Community Leadership Webinar • Moderated by Deborah A. Ellwood, Executive Director, CFLeads • 220+ registrants from 124 CFs

4. CFLeads Vision Community foundations take on challenging issues, engage citizens in cross-sector solutions, and marshal the resources to improve their communities and provide opportunity for all.

5. Community Leadership Definition and Outcome The community foundation is a catalyzing force that creates a better future for all by addressing the community’s most critical or persistent challenges, inclusively uniting people, institutions and resources, and producing significant, widely shared and lasting results. FIRST-LEVEL BUILDING BLOCKS The community foundation manifests the values, culture and will to exercise community leadership. A B The community foundation continuously builds the relationships to exercise community leadership. The community foundation accesses and develops the resources necessary to exercise community leadership. C The community foundation accesses and develops the understanding and skills to exercise community leadership. D SECOND-LEVEL BUILDING BLOCKS The community foundation is committed to effecting change that advances the common good. The community foundation is positioned to join with or convene those involved in, affected by or concerned about an issue. The community foundation’s internal information and implementation systems maximize its ability to influence community change. The community foundation actively learns about, with and for the community. The community foundation understands the processes that lead to community improvement: · community development · economic development · community organizing The community foundation is fundamentally committed and organized to increase opportunity, diverse participation and fairness. · cultural change · systems change The community foundation has the human resources to exercise community leadership. The community foundation engages and supports other community leaders. The community foundation stimulates dialogue, promotes understanding and builds consensus. The community foundation engages donors and other co-investors in community leadership work. The community foundation is a results-driven learning organization. The community foundation strategically crafts and acts on community leadership opportunities. The community foundation’s business model provides flexible financial resources to support community leadership efforts. The community foundation is humble, respectful and transparent. The community foundation engages in public policy to advance the common good. The community foundation evaluates the impact of its community leadership work.

6. Agenda Nancy Van MilligenPresident/CEO Community Foundation of Greater Dubuque Jeff YostPresident and CEO Nebraska Community Foundation Q & A

7. What is citizen engagement? • Expands opportunities for the public to shape their community’s future • Beyond professionals, civic leaders and special interests • Group action to identify issues and shape mutually acceptable solutions

8. Why citizen engagement matters  On the issue  In the community  For the community foundation

9. Community Engagement Nancy Van Milligen President/CEO Community Foundation of Greater Dubuque

10. History of our Community Foundation New community foundation – opened in 2003 My background – community development I didn’t know any better  Need for name recognition; desire to be seen as value-added

11. Why Community Engagement? Builds community foundation’s leadership role Value added/Community impact Empowers citizens/community Develops leadership Engages donors/builds funds Focuses attention on the issues – increases participation and helps us achieve outcomes $XXX billion in [County] $XXX,XXX per probated estate

12. Community Visioning Process Toolkit (on- and offline) that encouraged: Gather a group Brainstorm Submit your ideas Media Events

13. Outcomes 10 Best Ideas – all on their way Crescent City Community Health Center America’s River Phase II Library services expansion and more Increase in community participation and volunteerism Endowment fund growth Eight of ten ideas have endowment funds

14. Issue-Related Community Engagement

15. Community Engagement - How? Awareness: Where am I now? Vision: Where do I want to go? Transformation: What do I need to change to get there? Growth: What’s my next step? $XXX billion in [County] $XXX,XXX per probated estate

16. Engagement – Issue Related Partnership with Chamber Promoting a City Government initiative Funded by Knight Community Information Challenge grant Staff-intensive Website - Technology important; but also offline component Media and Guerilla Marketing Community Cafes and Events Lots of partnerships and moving parts

17. Lessons Learned Visioning and issue-engagement differences Reaching out to stakeholders Labor-intensive Reaching the hard to reach Engaging your board

18. Community Leadership: Engaging Citizens to Build Stronger Hometowns Presentation to CFLeads by Jeff Yost January 2011

19. Outline for Today’s Presentation • Why NCF Focuses on Building Community Leadership? • Strategy & Tactics • Affiliated Fund Success Stories

20. About Nebraska • Nebraska’s strengths • Civic capacity and hometown pride • Educational system • Work ethic • Nebraska’s challenges • Out-migration of middle-class youth • Lack of diversity in rural economy • Large geography/many frontier counties (80% of communities < 1,000 pop.)

21. Population Loss of 10% or more 1980-2008

22. Government Needs a Partner • Most small town infrastructure and services provided by local governments • Discretionary federal domestic investment is declining and will decline further • Communities have to have other sources of opportunity capital to compete • Lack of budget discretion has impacted leadership development for locally elected officials

24. “To give, you must first believe. Belief must drive the mission, the cause, the community. Therefore, to grow philanthropy in rural America, we must first believe in the future of rural America.” To Give You Must First Believe

25. Intergenerational Transfer of WealthAn Unprecedented Opportunity “Millionaires in the Millennium”Havens & Schervish, 1999, Boston College“Wealth in Nebraska”Nebraska Community Foundation, 2002

27. County-Based Transfer of Wealth

28. Transfer of Wealth: A Unique Opportunity • To build philanthropy and endowments • To prove that capital is not the limiting resource to community development • To achieve sustainability (by using Asset Based Community Development) • To break out of a cycle of dependency

29. 6,000 Students from 44 Schools Say • 80% rate hometown good place to live • 87% plan on going to college • 51% picture themselves living in or near their hometown (if a career opportunity is available) • 44% interested in owning their own business someday • 45% interested in taking an entrepreneurship class • 12% say their hometown is too small to return

30. NCF Philosophy • Maximize local control • Do not replace local capacity; all services from “NCF mothership” must add-value • Build capacity by empowering local leaders NCF is a community development organization using philanthropy as a tool

31. Leadership Development • Effective leadership development can’t occur in the abstract • Effective leadership development must occur on a real-time basis involving decisions that matter • Reflection is critical to helping leaders evolve and become more effective

32. Leadership Development & Community Philanthropy:The Combustion Engine Metaphor • It takes a sparkplug to start the engine • It takes more cylinders to make the engine go faster

33. NCF Priorities • Inspire, train and assist affiliated fund leaders • Minimize administrative burden on affiliated fund leaders • Help community-based affiliated funds build unrestricted endowments • Help community-based affiliated funds make grants for long-term community and economic impact

34. NCF Tactics • Affiliated Fund Action Planning • Mission, Vision, Values • Maximize Community Engagement • Leadership Succession • Education/Training of Affiliated Fund Leaders • Peer Learning • Best Practices • Do Good, Don’t Just Feel Good • Build Habit of Giving to Tap Transfer of Wealth

36. NCF System Seeks to Engage Everyone Number of Contributions per Fiscal Year Fiscal Year 2010 • 7,794 gifts to 139 affiliated funds • 1,796 gifts from first time donors

37. Building Assets for Vibrant Communities

38. Endowment for What? Now that you have an endowment, what difference is that going to make in the future of your hometown? These new assets must be invested in ways to build a better future for your hometown!

39. Impact Grantmaking • Non-traditional scholarships • High-quality affordable child care • Small business development & transition • Scholarships with a social compact • Build leadership with a purpose • Value-added curriculum for K-12 schools • Engage youth

40. Success in Shickley • Population – 376 • More than half the households in the school district give • Granted more than $100,000 in last 15 years

41. Impact Grantmaking

42. Shickley Community Foundation Fund 10-Year Community Transfer of Wealth $13,602,000 5% of 10-Year Community Transfer of Wealth $680,000 Total Endowment & Expectancies $1,903,146 Sep 2010 Achieved nearly three times their 5% of 10-Year Community TOW And they’re not stopping!

43. Shickley Community Foundation Fund Endowment Goals • December 2013 – $3.5 million • December 2020 – $8 million • December 2030 – $12 million $540,000 every year to reinvest in their community

44. McCook Community Foundation Fund Number of Contributions per Year Results • 2,082 gifts in five years • Assets = $1.2 million ($200,000 in 2006) • 12 Expectancies = $2.3mm • Reinvested $600,000 in last five years

45. Success Story:Holt County, Nebraska Stuart Atkinson Emmet O’Neill Inman Page Ewing Amelia Chambers

47. Holt County Success Story • County-wide public-private partnership • $1.7 million endowed + 10 planned gifts • Hired full-time business coach • 20 new/expanded businesses have created or retained 110 jobs • 70 graduates of leadership class • 11 new families

48. Common Threads among Community Fund Success Stories • Broad base of committed leadership • 100% of FAC gives time, talent & treasure • Using fundraising catalysts to get started • Building “habit of giving” with many donors • Affiliated Fund acting as community partner • Celebrating impact & success

49. Citizen Engagement Approaches • Visioning and planning • Grantmaking – affiliate funds, giving circles, advisory committees • Leadership development • Advocacy • Community organizing • Diversity and identity funds • Civility projects • Issue forums • Voter registration

50. Why citizen engagement matters  On the issue • Better, more lasting outcomes • Legitimacy and sticking power • System and policy level solutions  In the community • More active, informed, optimistic • Social capital • New leaders  For the community foundation • Deeper connections with donors • Better understanding of community • Leveraged grantmaking • RESULTS! • Solutions more likely to be implemented • Legitimacy • Potential to leverage grantmaking • Builds community confidence and trusting relationships