Alaska Giving Coalition: Reporting document for task force recommendations

Task force name: Community Investors

Members: Victor Mollozzi, Elizabeth Miller, Marcia Hastings, Dave Hillemeyer, Terry Horton, Robyne

Connection to overall goals 1-3:Increase the level of giving (social investment) and increase the number of donors making a strategic investment

Goal: / 1% Club model ( Model encourages individual donors to increase philanthropy in our community. Specifically to enlist people to a new standard of giving- to contribute 1% or more of net worth annually, or 5% of income, whichever is greater, to the tax-deductible cause(s) of their choice.
Theory of Change / Every donor can become a philanthropist if inspired by the impact and provided the tools to look at their own investment capacity. if current donors are asked to “test themselves” against the 1% of net worth or 5% of income, whichever is greater then AND the organization facilitates this discussion in such a way as to foster on-going donor development, accountability, and transparency THEN the donor is more likely to increase their charitable gifts to an organization/community.
Target audience / 1. Current donors who have the capacity to increase their investment.
2. Nonprofit organizations who have the capacity to engage in donor development.
Secondary Audience /
  1. people who have not yet made a social investment in their communities but want to make an impact with their gift(s).
  2. nonprofit organizations who do not yet have the capacity to engage in donor development, but want to start to make the transition.

Success year 1- outcome and how will we know it? / Outcome: community investors are asking critical questions about their investment and demanding results from the nonprofits they partner with.
and primary audience nonprofits including (AFP, Foraker Group, Community Foundation(s), United Way(s), Planned Giving Association) believe in the 1% model as “the standard” and are willing to utilize the language.
Success year 5: / Donors think of themselves as community investors- have a personal commitment and responsibilities to where they live.
____% increase in number of nonprofits using the tools
Success year 10+: / Sustained lasting effect on society by increased social investment and return on that investment.
1% is the standard.
Deliverables year 1-3: / Outputs:
  • Design Alaska model of 1% Club.- whole package
  • Create the tools for “testing” for individual donors
  • create tool kit for nonprofits to help frame and communicate their impact in terms of social investment, accountability, transparency
  • Website up and running
  • Launch materials on web by no later than January 2007
  • Create a process for coalition partners to gain access to materials (“pay to play” structure that meets a modest budget)
  • create a report back measurement tool to measure impact
  • decide which individual philanthropy measurements to utilize as a benchmark for tracking success in year 5-10+
  • outreach to the estate planning/legal/investment community regarding model as a “standard.”
____# of nonprofits sign on to use the materials in the process of talking to their donors
Major action steps: / See deliverables list
Timeline: ideal implementation
date/month/year / Announcement as part of Philanthropy Day. Full roll out of this strategy: 1st quarter of 2007.
Likely collaborators: /
  • Foraker Group (training of nonprofit boards/ED and dev. professionals)
  • AFP- training of dev. professionals
  • Community Foundation(s) – working directly with donors and related organizations
  • United Way(s) - working directly with donors and related organizations
  • Arch Dioceses working directly with donors and related organizations

Start-up Cost: / Material design, printing, website, copy written materials purchase (?)
On-going expenses: /
  • Funding the collaborators to do TA
  • Website enhancements
  • coordination

Human capacity needs: /
  • Coordination, technical assistance provided by collaborators
  • Material design

Technology needs: /
  • Report back mechanisms
  • Download –password protected- access and full access capabilities

Watch out for: /
  • Measures we can hold ourselves accountable to
  • Cultural competency statewide- defining the word “philanthropy”
  • Elite factor