year founded: 1989 asset size: $105 million (as of 12/31/06) granting: $89 million of which $17.7...
TRANSCRIPT
Year Founded: 1989
Asset Size: $105 Million (as of 12/31/06)
Granting: $89 Million of which $17.7 Million was granted in the last fiscal year
Annual Budget: $1.8 Million
Staff Size: 15
Our Mission: To encourage, support, and facilitate philanthropy in Orange County.
(as of January 2007)
The Big R’s That Lead to Results
Ambassador Program
Ambassador Program
MissionStatement
• To proactively introduce OCCF to friends, family, and colleagues in order to heighten philanthropy in Orange County.
• To help share the value and benefit of working with the Community Foundation.
2
Research & Recruit• Qualities of Ambassadors
• Who to ask
• Call from OCCF President
• Meet face-to-face if needed
• Written Invitation to Orientation
Ambassador Program
3
Respond with Resources• Tailor Approach to Each Ambassador’s Needs
• Respond to New Prospects
• Ambassador Handbook (Web Portal)
• Plan Ambassador Gatherings
Ambassador Program
4
Recognize Results• Ambassadors’ Testimonials in Marketing Materials
• Acknowledge Donor Referrals – milestones
• Business Card/Hat
In first year:
• 55 Ambassadors• 15 Gatherings • 168 New Prospects• ½ of New Funds
Ambassador Program
5
over past 6 months referred by Ambassadors
Review & Revise• Evaluations by Ambassadors
• Staff Debriefing
Ambassador Program
6
• Ambassadors as a Focus Group
Orange County Community Foundation � www.oc-cf.org � 949.553.4202
Marketing on a Budget
What a tiny (but mighty)
Community Foundation can do
to make itself known.
Shasta Regional Community Foundation Facts
Ø Founded in 2000 out of Grant and Resource Center
Ø Currently managing 85 funds
Ø Holding $7.2 million in total assets
Ø More than $800,000 in annual grants
Ø Cumulative grants made since 2000: $3.6 Million
Ø Annual Foundation Budget = $1.12 Million
Ø Annual Communications Budget = $27,200
Ø 4.2 Full Time Equivalents
Reaching Out
Examples of Marketing Activities:
• Working with Professional Advisors
• Using Real Estate Foundation as a tool
• Engaging in Community Activities
• Using grants to help increase visibility
• Created Cultural Trust
• Donor Events
Reaching Out
Professional Advisors• At least 2 meetings per month
• Hosting luncheons/meetings
• Special mailings
• Call PA’s for advice
• Community Foundation Desk in a Professional Advisor’s
Office
Reaching Out
• Formed in response to donors and the community
• Opportunity to engage Real Estate Professionals with Community Foundation via Board of Directors and committees
• Used as development tool
Real Estate Foundation
Reaching Out
Community Projects• Giving time and resources to help with an important community cause
• Examples
• Veterans Cemetery Endowment Fund
• Redding Historic Church
Reaching Out
• Board directed unrestricted grantmaking to support Community Events/ Performances/Celebrations
• Ten events were chosen for strategic, marketing related reasons
Community Celebration Grants
Photo courtesy of Jim Mark and theshastalaker.com
Reaching Out
• Launched in 2006 through Community Building Arts Initiative grants
• Collection of funds supporting arts and humanities
• Tool used to encourage the start of new arts/humanities funds and gifts to existing funds
The Cultural Trust
Future Prospects
• Regular radio program on local NPR affiliate “Sounds of Change”
• Opening Investment Committee meetings to Professional Advisors
• Working with Williams Group to update website and brochures
• Targeting High Net Worth Individuals