December 7, 2012

Agenda

• Welcome 8:30-8:45am

– Introductions

– Board, Staff and Committee Structure and Relationships

– Where to Find Information

• UWATX Overview

– Mission and Vision 8:45-9:00am

– Partnerships

– Overarching Strategic Objectives

• Building Philanthropy – What we do 9:00-9:15am

– Employee Giving Campaigns

– Leadership Giving

– Hands On Central Texas

• Run Strategic Programs – What we do 9:15-9:30am

– Success By 6

– Target Graduation

– Financial Opportunity

– Navigation Center

• UWATX Infrastructure 9:30-9:50am

– Funding Trends

– FY 2013 Budget

• Next Steps 9:50-10:00am

Roles and Functions

President

VP Finance &

Planning

Employee

Giving Marketing

Hands on

Central Texas

VP, Brand

and

Marketing

Board of

Directors

VP, Resource

Development

Role/Title

Function

Leadership

Giving

Grants

Human

Resources

Accounting

Pledge

Processing

Information

Technology

VP, Strategic

Programs

Navigation

Center

Success By 6

Target

Graduation

Financial

Opportunity

Facilities

Roles & Functions aligned w/ Board Committees

President

VP, Finance &

Planning

Employee

Giving

Strategic

Programs

VP, Strategic

Programs

VP, Resource

Development

Staff

Lead

Leadership

Giving

Accounting

Information

Technology

Board

Committee

Board of

Directors

Governance

Committee

Finance

Function

Information

Technology

Audit

Director,

Systems &

Technology Resource

Development

Results

Accountability

Committee

VP, Brand &

Marketing

Marketing

Marketing

Leadership

Councils

New Business

Council

Website - 2012

5

Overview

Our Vision

Greater Austin is a resilient, innovative, philanthropic, creative and thriving community for all.

Our Mission

We inspire, lead and unite an eclectic community of philanthropists including individuals, nonprofits, business, and government to overcome barriers to economic opportunities

and ensure Greater Austin continues to thrive.

Corporate Partners

Agency Partners

Strategic Objectives

• Raise $5.5 million in dollars to UWATX – $340 thousand increase year over year

•

• Fundamental funding shift: Raise $ First – Implement solutions to resolve cash flow issues

– Create an operating reserve/policy

•

• Increase brand awareness and relevancy – Drive inbound traffic and conversions

– Support goal of increased dollars to UWATX

•

• Operationalize the Community Impact agenda – Build processes to better manage program performance

– Refine program strategies to increase impact

What we do

Building Philanthropy: Employee Campaign

Building Philanthropy: Employee Campaign

Why we do it

Why we do it

Goals

New Business

Ex: H-E-B

Ex: H-E-B

Ex: Texas Gas

Ex: State Auto

Ex: 3M

Building Philanthropy: Individual Engagement

Affinity Groups

• Women’s Leadership Council

• Young Leadership Society

• Tocqueville Society

• Loyal Contributor

Women’s Leadership Council

Strategies

Building Philanthropy

Hands on Central Texas

• Mission: Unite volunteers with community

projects to fuel further action and inspire

individuals to stay involved in our community.

What we do

Strategic Programs

• Our unique value proposition: – Experts on staff

– Researching and investing in evidence-based programs

– Promoting professional development / training

– Setting standards

– Reducing duplication and encouraging collaboration, and best practice sharing

– Focused on results; test, measure, analyze

– Continue and strengthen what works; discontinue what doesn’t

– Accountability with ourselves and partners

Strategic Programs: Success By 6

Samsung Grant

$1M

Why is early childhood important?

Why is early childhood important?

Why is early childhood important?

Ready Health Services

Ready Community

Results

Results

What we do

Strategic Programs: Target Graduation

The Need

What We Do

What

• Long term impact

• Sustainability

How

By creating and coordinating systems based in

research to positively impact middle school

students’ performance and development.

Program Strategies

Middle School Matters

Positively change the trajectories of three middle

schools.

Webb Mendez Decker

Coordination

Coordination Graphic

Results

Program Strategies

Out-of-School Time

Students spend the majority of their waking hours

outside of school. This time needs to be of better

quality.

YPQ Assessment & Training Options

Results

Materials!

What we do

Strategic Programs: Financial Opportunity

Mission Empowering families with the knowledge and tools to

become financially stable

The Need

Results

What We Do

Empower working poor families and individuals

with the knowledge and tools to become financially

stable.

Year One (FY 13):

• Earned Income Tax Credit

• Bank On

• Learn Where You Earn

• Client-focused Financial Empowerment

• Alignment with Navigation Center

Programs

Bank On Central Texas

Unbanked individuals and families spend hundreds

of dollars a year in check-cashing fees. Bank On

helps them keep more of their money.

Results

Programs

Client-focused Financial Empowerment Pilot

Training direct service providers to address the

financial stability of their clients.

– Financial instability is often the cause, if not

the primary backdrop, of why people seek

social services.

Programs

Learn Where You Earn

An initiative developed to partner with local

employers to provide financial education in the

workplace.

Studies show

employees are

more productive

at work when they

feel more

financially

empowered.

What we do

Strategic Programs: Navigation Center

Mission

• Connection to social/human services

• Disaster response

• Connecting to healthcare services- Central

Health

Results

Results

Results

Moving Forward

• Expanding access to health care, basic needs

and transportation assistance through

community partnerships

• Utilize data and trends to clarify the barriers in

getting our callers basic needs met.

The Navigators