RESOLVE: Let s raise money together! presented by Sheryl Barlage at National Conference on Ending Homelessness 2014
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1 RESOLVE: Let s raise money together! presented by Sheryl Barlage at National Conference on Ending Homelessness 2014
2 We Will Cover Session Objectives Origins of RESOLVE Building the Campaign What We ve Learned You Can Do It! Two Success Factors
3 The Situation Calgary had the fastest growing homeless population in Canada Something had to be done!
4 Government of Alberta investment Visionary Leadership 4 Calgary homeless-serving affordable housing agencies Objectives of debt-free rental housing to sustain low rents Collective Vision
5 Collective Vision Feasibility Study Audacious Goal Calgary s Campaign Environment Scaling Costs Better Approach 17 Interviews
6 90% supportive but not a philanthropic priority The Results Time for private sector to step up $300-$150 Million too high Collaboration is critical Anchored in 10 Year Plan
7 Centralized or decentralized structure Partner resources inventory Discovery & Discussion Evaluation participation by operating budget Pre-agreement on outcomes by individual organizations
8 Timeline Summary Year Plan launched RESOLVE planned and launched Year Plan Achieved Jan 2010 CHF Development Plan Nov2010 Collaborative Concept Jan Jun 2011 Feasibility Study Jul 2012 Hire RESOLVE Executive Director Jan 2012 MOU signed Jul 2012 Jan 2013 Final Entry Date
9 Nine Partners
10 Database management Name/theme Readiness Leadership Building the Foundation Finding the Path Tracking and reporting Communication Document infrastructure Infrastructure Undesignated allocation Staffing/administration Donor recognition strategy & implementation Accountability & stewardship Case Events and donor event planning Confidentiality/FOIP Organizational structure Accounting/legal/ investment firms MOU
11 4 months A Binding Agreement 3 agencies 5 lawyers 1 Campaign Director 1 Fundraising Counsel 1 CA
12 Oversight
13 Steering Committee Executive Director Sheryl Barlage Senior Manager of Communications Amy Hurst Director of Major Gifts Richard Deschenes Major Gifts Manager Karen Marinucci Major Gifts Manager Maryann Fraser Executive Assistant and Operations Coordinator Catherine Kovacs Manager of Campaign Services Alex Laidlaw Communications Coordinator Megan Eichhorn Stewardship Officer Jackie Lewis Lead Gifts Manager Michele Chiasson- Suart Lead Gifts Manager Mary Ann Steen & Linna Morgan Campaign Administrator Gillian James Prospect Researcher Janet Speers Systems Coordinator Kristi Dryden Communications Coordinator TBD Administrative Coordinator Fay Sze-To Beth Frank Suzanne Wilton Colleen Donahue The Development Group Ken Kempcke ZGM V Strategies Communications Fund Development Operations Campaign Services
14 Collebitition
15 Remember the Collective Impact
16 Partner Guidelines Relationships, Relationships, Relationships Internal Competition New Leaders, New Directions Community Confusion Rogue Fundraising Rogue Partners
17 Internal Champions Risk Management Navigating the Path Leadership Changes Economic Downturns Unanticipated Events Timing Philanthropic Environment
18 Score Card Metrics Measuring Success Quiet Phase Awareness Volunteer & Community Engagement Infrastructure Maintained Collaborative Spirit Collective Impact
19 Gift Chart & Gift Tracker
20 Capacity Building Fundraising Audit Stewardship Plan Sharing donors Donor and Campaign Impact Intellectual Property Ongoing collaboration
21 New best practices for campaign Agencies current fundraising activity What We Learned Communications & PR needs are different Steering Committee ad-hoc groups Unspecified GA Fiscal Agent Exit strategies
22 Visionary leadership You Can Do It! Success Factor #1 Collective vision Consideration of individual agency goals Clear case linked through collective impact Willingness to work for greater good
23 Goal and structure to agree on You Can Do It! Success Factor #2 Prepare to compromise Celebrate successes together and share the challenges Respect and accommodate the differences Ideal goal and number of Partners
24 RESOLVE Campaign QUESTIONS? Presented by Sheryl Barlage (403) resolvecampaign.com
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