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  • 1. BOARDOF GOVERNORS FUELING A WORLD OF OPPORTUNITY

2. Our Governors A community of supporters who are committed to Opportunity International and those we serve Support us with a minimum gift of $5,000 annually Serve as trailblazers for our work to personal and professional networks 2 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 3. Donor Cultivation Best Practices Streamline communication Increasingly personalize and tailor treatment based on levels of commitment and interest Connect emotionally and reinforce impact with metrics Provide opportunity for interactive engagement Leverage your greatest asset by engaging donors to become ambassadors for your cause 3 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 4. 2013 Focus: More Personalized Donor Experience Current Treatment: Invitation to join linked to $5,000+ level and perceived obligations of Board All Governors receive the same level of treatment regardless of giving levels Updated Treatment: No longer Board of Governor Any donor giving $5,000+ annually will be invited to receive Governor treatment Presented with ways to engage Treatment increasingly personalized as giving increases Stronger link to client impact Improved donor experience for retention and growth 4 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 5. Streamline Communication and Cultivation One Team across Donor Experience, Annual Giving, and Online Moving From Silos to Unified Processes Separate Communication to Coordinated Communication Clear and Efficient Donor Cultivation 5 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 6. ENHANCE DONOR EXPERIENCE 6 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 7. Profile for Tailored Experience, Increased Relevance Identify key areas of interest, such as region, business, gender Deliver customized communication based on interest, desired frequency and preferred channel Acknowledge priority relationships and establish relevant recognition programs 7 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 8. Deliver Impact Through Authentic Connections Connect through multiple points of engagement for donors and clients Deliver you over there and hand-to-hand experiences Focus on quality over quantity Monitor and measure success through annual impact study and analysis 8 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 9. ENLIST GOVERNORS FOR BOLD GROWTH AND GREATER IMPACT 9 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 10. Elite Circle of Outreach Enlist High Value Donors as Trailblazer Governors Criteria: $10K+ donors with capacity to give $100K each Look to Board, Governors, Ambassadors first Have network/willing to actively recruit friends Goals: Target 25 to raise $2.5 million Recruit 10 friends each with a minimum capacity of $25K 10 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 11. Leverage Corporate Connections Identify and enlist corporate connections to fulfill and add to funding pipeline Leverage relationships Board, Governors, Ambassadors first Target Audience: C-suite introductions Fortune 500 Companies 11 | BOARD OF GOVERNERS | OPPORTUNITY INTERNATIONAL | MARCH 2013 12. Speakers Bureau The right keynote speaker can make or break an event Meets defined goals and objectives of the event Customized to audience personality and demographic Inspirational personalities from diverse fields Foremost business minds from Fortune 500 companies Dynamic women leaders Subject Matter Experts and International Visitors Authors, vanguard thought-leaders, celebrities and sports personalities High-profile Governors and Ambassadors Self select, willing and qualified Media interviews and podium speaking opportunities Support and speaking points provided as needed 12 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 13. CREATE PURPOSED EVENTS TO DEEPEN CONNECTION 13 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 14. The Vicki Road Show July 2013 Houston Dallas Atlanta Charlotte Raleigh DC Vicki goes on the road to share the outcomes of the BCG work with major donors in key markets. NYC St. Louis Minneapolis Silicon Valley Orange County Los Angeles 14 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 15. Regional Summits Fall 2013 Four Mini-summits Chicago, September 26 Silicon Valley, October 9 Atlanta, October 31 Minneapolis, November 14 50 75 Governors and prospects per market Consistent format Lunch, breakouts, dinner and keynote 15 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 16. National Summit 2014 Major fundraising focus Designed to deepen commitment of our donors Inspirational Raise brand awareness Provide educational opportunities High-profile speakers 300 donors and new prospects 2-day, potentially Florida 16 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 17. Customized Insight/Fundraising Trips Identify market need (e.g. education, agriculture) Establish fundraising goal Identify donor prospects with matching interest Target donors with higher capacity to give Use as opportunity for stretch giving Customize invitations 17 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 18. ROLL OUT CALL-TO-ACTION CAMPAIGNS 18 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 19. Invest in One Year-Round Strategy Invest In One (Woman, Child, Family: Woman As Catalyst) One-To-One Investing In People And Potential For Better Futures One Woman (Mothers Day) One Child (Back-to-school) One Family (Holiday) In Progress Concept Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec EVERGREEN PUSH PERIODS 19 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 20. Calling Women to Action The Womens Opportunity Network is a community of dynamic women Trailblazers including corporate leaders, entrepreneurs, and philanthropists who share a commitment to a sustainable cycle of success for determined women everywhere. 20 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 21. WON Levels of Engagement 21 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 Express interest in womens issues Discoverers Give an annual gift of $150 to fund a loan Supporters Give annual gift of $1,500 to fund a trust group Raise visibility of the cause at speaking engagements Host salon events & help open doors for corporate cause marketing Champions 22. Developing our Community 22 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 Thank you and intro message Education on client impact Profile for personalized involvement Initial Engagement Spring Campaign ~ Invest in One, Honor Mom Fall Campaign ~ Invest in One Child Winter Campaign ~ Invest in One Family Campaign Involvement Host salon events Local podiums and media Formation of personal network Trust Groups Local Fundraising 23. Staying Connected 23 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 Bi-monthly Emails Educational spotlights Videos on clients & womens issues WON Landing Page Interactive sharing Member & client photo collage w/their stories of inspiration Womens Opportunity Network Invest in One. Empower Many. 24. DEVELOP STREAMLINED RECOGNITION STRATEGY 24 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 25. Tiered Governor Engagement Annual Giving Communication Education Recognition $5,000-24,999 Quarterly newsletters Highlight videos w/stories from field and link to additional resources Upselling to greater giving by highlighting benefits Quarterly SME webcasts Online Library and Tools Social media Briefing calls to give insights to online efforts, media, mailings, & talking points Acknowledged in Annual Report & Online giving page Giving anniversary celebrated $25K-99,999 + Tie giving to specific impact Interest/engagement phone survey Live webcam and Skype Conversations Semi-annual CEO Report Participate in follow-up call + Annual webinar w/global leadership Invitation to guest blog Access leadership blog Attend small group webcasts/calls w/leadership + Personalized card & phone call to celebrate giving anniversary Recognition event with leadership Optional spotlight story in newsletter $100K+ + Impact report on individuals giving delivered by key leader + Personal investment orientation/consultation + Recognition plaque in preferred country bank 25 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 26. Governor Archetypes KARA $15K DONOR Engaged online in push periods Active locally in WON chapter Tweets/Active blogger Takes advantage of quarterly webcast Gets newsletter Listed in our Annual Report Hosts small events BOB $50K DONOR Very focused on Agriculture Receives Impact feedback Engages his network as Trailblazer Speakers Bureau Thought Leader Enjoys CEO Webcasts CAROL $150K DONOR Enjoys CEO Webcasts Initiates HNW Trust Group Gets Investment Advice Meets with Execs, Country CEOs on impact Leads tailored Insight Trip Leverages Corporate ties 26 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 27. CELEBRATING THE IMPACT OF OPPORTUNITY 27 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 28. Shared Vision. Shared Goals. Maintaining and [re]engaging current Governors Growing the community by migrating mid-level donors to major 25% Increasing impact of giving migrating intro-level Governors up the pipeline 20% Nurturing major donors ($25K+) to push them up the pipeline 12% Enhance the Lives of Those We Serve By. . . 28 | BOARD OF GOVERNORS | OPPORTUNITY INTERNATIONAL | MARCH 2013 29. Next Steps Key Governor/Influencer consultations by new Governor Chair Pilot WON chapter model as Governor pipeline initiative/ATL Redesigned newsletter formatted, written, delivered Populate online