1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing...
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Transcript of 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing...
![Page 1: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/1.jpg)
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From Charity to Investment: Re-imagining the United Way CampaignJeff Edmondson, Managing Director
![Page 2: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/2.jpg)
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![Page 3: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/3.jpg)
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Why Did the Decline Slow?
Community ImpactInvesting
What Can Reverse the Trend?
![Page 4: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/4.jpg)
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THE CASE FOR MOVING FROM ANNUAL CAMPAIGNS TO
IMPACT INVESTING
![Page 5: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/5.jpg)
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What we care about has changed
Dollars Raised
Annual Campaign
• Measured by activity – “how many companies participated”
• About numbers funded, not movement of outcomes
• Legacy gets in the way of innovation
First 95% of campaign has become almost
automatic
Remaining 5% of campaign remains most challenging
![Page 6: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/6.jpg)
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Annual Campaign
Annual
Issue Based
Focus on # Served
Number of Programs Supported
Losing momentum with donors who
can give other ways
Multi-Year Commitments
Outcome Based
Measures Impact onthose Served (SROI)
Trendlines Improved
Gaining momentum with donors who
want to see impact
Impact Investing
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CULTURAL CHALLENGES AND POTENTIAL THREATS
![Page 8: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/8.jpg)
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What are risks need to be addressed?Leaving the Cocoon of Traditional Campaign
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What are risks need to be addressed?
Shift in Capacity Needs
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What are risks need to be addressed?
Managing Expectations on Timelines
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PATH TO CHANGE
![Page 12: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/12.jpg)
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BABY STEPS:
Program Side:• Convene leaders and hire a few new program staff• Agree on outcomes and form
collaboratives around priorities
R&D Side:• Incremental gains in campaign
target collaborative work• Keep annual commitment
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GIANT STEPS:
Program Side:• Focus work on outcomes and take clear
accountability with partners for impact• Focus on facilitating networks to use data
analytics led and provided by staff
R&D Side:• Build multi-year products for investors –
renewable based on achieving goals
![Page 14: 1 From Charity to Investment: Re-imagining the United Way Campaign Jeff Edmondson, Managing Director.](https://reader036.fdocuments.us/reader036/viewer/2022070400/56649ebc5503460f94bc478b/html5/thumbnails/14.jpg)
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Transition Continuum
“Partnerships move at the speed
of trust.”
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Bottom Line: Community Impact investing
Is About Moving Dials