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Headwaters Foundation A Journey of Evolution

Headwaters Foundation A Journey of Evolution. Brenda Solorzano, CEO Headwaters Foundation Cutting Edge Philanthropy Forum Bringing Community Voice to the Table May 24, 2019. Our Vision & Mission.

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Headwaters Foundation A Journey of Evolution

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  1. Headwaters Foundation A Journey of Evolution Brenda Solorzano, CEO Headwaters Foundation Cutting Edge Philanthropy Forum Bringing Community Voice to the Table May 24, 2019

  2. Our Vision & Mission Our vision is a western Montana where all people, especially the most vulnerable among us, are healthy and thriving.  Our mission is to work side-by-side with Western Montanans to improve the health of our communities www.Headwatersmt.org

  3. Our Strategic Focus • Social Determinants of Health: • Early Childhood & Resilient Parenting • Behavioral Health of Children & Families • Housing for Children & Families • Food Security for Children & Families • School Wellness • Youth Development

  4. Our Approach • Headwaters Commitments • Put Community in the “Driver Seat” • Leverage Community Strengths • Spur Community Collaboration • Learn with our Communities • Break down the philanthropic power structure

  5. Our Timeline • Bylaws Adopted • Community Board Members Seated • Investment Approach Developed • CEO Recruitment Launched • Strategic Plan Adopted • Grantmaking Programs Launched (Aug) • Communications and Branding Launched OUR LAUNCH OUR FORMATION 2015 2017 • CEO Hired • Stakeholder Conversations • Community Meetings • Research and Analysis • Strategic Planning • Team Hired • Culture and Systems set OUR BIRTH OUR START-UP 2016 2018 • Community Medical Center Sold • AG Approves Foundation Creation • Initial Trustees Seated

  6. Our Contentious Start

  7. Our Re- Start • Community Board Members that reflect the region • Hold actions until CEO with philanthropic experience brought on board • Prioritize community input into the Board’s strategic planning process • Board open to learning about philanthropy

  8. Funding Approaches Charity Responsive Partially Strategic Strategic

  9. Grantmaker and Changemaker • Grantmaking • Community Organizing • Capacity Building • Convening • Policy Influence • Knowledge Sharing

  10. Bending Philanthropic Power Traditional Philanthropy • Gatekeeper • Lack Transparency • Confusing and Complicated Process • Months to receive funding • Nonresponsive • Burden on Nonprofits • Compliance Focused TBP PRINCIPLES • Provide general operating support • Transparent and Responsive Communication • Solicit and Act on Feedback • Simplify and streamline; • Support beyond the check

  11. Our Process for Strategic Plan Development Research 4 2 3 1 Community Input Scenario Development Board Decision Focus Groups with Subject Matter Experts Literature and Internet Research Community Health Assessments Identify Possible Foundation Roles Conduct SWOT Analysis of research finding Community townhall meetingsto identify funding ideas and approaches Develop Possible Scenarios 600 Cups of Coffee with Nonprofit Leaders Community survey Board determines vision, mission & values Board Decides Program Focus Board Approves Strategic Plan, workplan, Indicators & Budget

  12. Our Grant Programs Policy & Influence Strategic Initiatives GO! Grants Sponsorships Supporting Events that Build the Resiliency of Children and Families in Western Montana (SDOH) (2%) Lifting the Voice of Montana’s Children & Families on SDOH issues (13%) Zero to Five American Indian (75%) Building the Resiliency of Children and Families in Rural Montana (SDOH) (10%)

  13. Board Grant Approval APPROVED AT QUARTERLY BOARD MEETINGS APPROVED VIA STRATEGIC WORKPLAN

  14. Our GO! Grants GO! Grants Building the Resiliency of Children and Families in Rural Montana (SDOH)

  15. Our Lessons to Date

  16. Imagine a healthy and thriving Western Montana. Imagine resilient families, supported children. Imagine game-changing community collaborations. Imagine anew kind of philanthropy. Learn more at: www.headwatersmt.org

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