Asia Pacific Regional Conference
June 29, 2011
Ann Y. Fox
VP, Individual Giving
United Way Worldwide

What will it take to become a United Way mobilizing for community impact?
Engage and align with the community
Create & deepen relationships with individuals & institutions
Develop strategies and focus actions
Mobilize resources
If we wish to be effective, we will need to:
Align and execute on plans and strategies
Measure, evaluate & communicate results
Operate as an integrated and aligned organization
Have the right skills, competencies
& leadership

How United Ways will grow resources to fuel the community impact model
Develop & implement impact strategies that improve lives
Segment, prioritize, and understand interests of investors and build ongoing relationships with them
Frame strategies as investment products and connect them to investor interests/aspirations
Framing Impact Strategies as Investment Products 2011 3

• You can’t set impact strategies without an eye to investor interests
• You can’t simply respond to investor interests without an eye to the needs of the community
• Products should be developed with both impact strategies and investor interests in mind
Products
The stool must have 3 legs.
Impact Strategies
Framing Impact Strategies as Investment Products 2011
Investor Interests
4

• Start with impact strategies needed to drive change in a focus area.
• Set impact strategies with an eye to investor interests.
• Only sell issues or goals that you have strategies to support.
• Only sell a strategy you believe will work.
• Not every impact strategy, or its components, is a product that can be sold.
• Be prepared to show results
Framing Impact Strategies as Investment Products 2011 5

Activity: Imagine Yourself as a Donor
What kinds of things do you want to hear about from your United Way contact ?
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Framing Impact Strategies as Investment Products 2011 6

Learn investor motivation. Why would it matter to them?
Altruistic motives: desire to help others through philanthropy
Task motives: performance-focused reasons; e.g., increased quality, effectiveness or output; decreased costs
Personal motives: human drivers of decisions; e.g., greater control, approval, recognition
Framing Impact Strategies as Investment Products 2011 7

What are your United Way’s unique abilities to deliver value to the community?
What are the specific roles your United Way will lend to the effort?
How are the potential roles aligned with your United Way’s competencies and mission?