OWCF Champion Orientation Slides 2010 21 07

Champion Orientation

• Welcome and introductions• Values and Principles• Champion Best Practices• How the Champion Program Works• Fundraising• Goal Setting• What happens next• Q&A

Agenda

Values and Principles

Our Core Values • We value the knowledge and experience of local communities

• We believe that access to good nutrition, healthcare,

education and safety are fundamental rights of every child • We recognize that the well being of children is linked to the

well being of their mothers and that economic and social opportunities for women are essential for the welfare of children.

• We believe that every individual living in the United States can make a difference to the well-being of the world’s children through their actions. Individuals can be inspired to take action through education, practical examples and through a network of support services and like-minded individuals.

Values in Action

• Promoting the Rights of Vulnerable Children• Empowering Mothers• A focus on grassroots efforts• Partnership based on trust – flexible funding• Respect for our donors, volunteers and supporters• Empowering individuals in the United States to make a difference

Champion Best Practices

Champion Best Practices

Please welcome our Champions:• Rob and Kai – Bocas School Project, Bocas del Toro, Panama• Arthi – Hospital for Hope (Jagrita Vihara) Jharkhand, India

Bocas School Project

Mothers cooking lunch for the students


Bocas’ transportation


A one room school serving 30 students


A single classroom for all ages – the classes face different directions


Students heading home from English class

Hospital for Hope

Villagers in rural Jharkhand, India

Hospital for Hope

A child benefitting from the work of Jagriti Vihara

Hospital for Hope

A family in rural Jharkhand, India

Hospital for Hope

Mother and son at the existing clinic

How the Champion Program Works

Project RequirementsFor a project to be considered it must meet the following

requirements:• Serves children or their caregivers directly• Children’s lives are transformed – the project has a real impact• The project is either:

– Run by an established, well run grassroots/CBO/or equivalent organization with stable leadership, board of directors and financial history

– Or run by a grassroots group running a clear necessary program addressing an urgent, obvious need not being met by another organization in the community

• Wants and does not have an American fiscal sponsor and wants to raise money in the US

Project Requirements

We also consider these factors when vetting a project:• Easy to communicate with, accessible, responsive• Measurable objectives• Has a plan, timeline and ability to execute objectives• Understands and is able to do business with OWCF• Track record of success• Ability to provide stories, images and other materials• We are able to provide value other than just fiscal sponsorship

Champion Requirements

For a Champion to be consider they must meet the following requirements:

• US resident (must live here at least part time)• The project must meet requirements• Willing to fundraise• Value alignment• Agree to terms of the Champion Agreement• Not impose personal agenda and goals on project• Wants more than fiscal sponsor• Be an ambassador for OWCF

Champion Requirements

Other factors we consider include:• Has visited and has a relationship with project• Attitude of reciprocity• Responsive, accessible• Has fundraising ideas• Access to a network• Cultural sensitivity• Willing to participate in the Champion Community• Minimum 3 year commitment• Realistic goals• Willing or able to do future site visits or has access to people that

could visit

What we won’t do

• Programs focused on adults • Programs without a child-centered focus• American programming for overseas groups• Individuals with a project• Projects with another US sponsor• Capital projects without a plan for sustainability• Projects too burdensome for our staff to manage• Child sponsorship• Projects that only indirectly benefit children

Communications/Reporting Processes

Champion

Project

Execution of Legal Agreements

Annual Champion Report

Champion

OWCF sends report template to Champion at end of calendar year; Report is due by mid-January.

Annual Grant Reports

Champion

Project

OWCF sends report template to Champion to forward to Project for completion; First report is due 13 mos after Grant Agreement is signed and every 12 mos after that.

OWCF sends all legal documents to Champion. Champion completes Champion Agreement and sends back. Champion forwards Grant Agreement and Certificate of Authorization to Project who completes and sends back to OWCF.

Disbursements (4 x yr.)

Champion

Project

OWCF sends disbursement form to Champion 4x year. You should discuss the project’s needs, complete the form and return to OWCF. We send funds directly to the project

Communications

Other Channels of Champion Communication• Yahoo Group for Champions- ideas/info sharing• 1:1 check-ins by phone, at least every 6 mos.• Bi-annual ‘Champion Day’- next one in September• Champions can always call or email anytime

Donations Received for Champion Projects

Check

Cash

Credit Card

Credit Card donation made via OWCF’s website or other

online sites such as Facebook

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Payment Method ChampionNotified

Donor Gift Acknowledged

Entered into Giftworks (donor database)

Donor and gift entered into Giftworks. Donor’s project preference indicated.

Donor sent acknowledgement letter from OWCF.


Championnotified via monthly report from OWCF.


Championnotified via monthly report from OWCF.

OWCF receives statement indicating donor’s project preference. Enters donor and gift into Giftworks.

Donor receives email receipt from Groundspring.org.

Champion notified via monthly donation report from OWCF.

OWCF coordinates stock/fund transfer and enters into Giftworks after transfer takes place.



In Kind donation of equipment, supplies, etc is made; form completed and turned in to OWCF.




Oth

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Site Visit

• Set expectations and goals• How can your visit benefit your fundraising?

– Stories– Pictures– Metrics

• Can you find out about new priorities?• What can you learn about the community?• How can you improve communications?• Be aware of your role

Stories, Photos and Videos

• Sharing your project with the world• Explaining the need and projecting the solution• Stories are a great way to communicate

– About the children– About the organization itself– About the community

• Ask permission!– Gather names– Think about captions and credit

• The more info you get the more widely you can use your images

Fundraising

Fundraising

• People give when they are asked• Explain the problem and explain how your project solves it• Explain your need – simply• This is your “Case for Support”

– Practice with a friend– Feel comfortable answering questions about your project

• Know that people want to help• Tell the story of a single child• Then explain why this is a good investment• Break your goal into achievable mini-goals• Focus on big asks first

Fundraising

• People will give again if they are thanked and kept up to date on your project

• There’s no need to do it alone • Plan! Think through your fundraising year

– Are there holidays you can use to fundraise around– Are there events where you can promote your project – What networks do you have access to

• Donating yourself? Make it a challenge grant• Matching funds from companies

Some simple ideas

• Progressive dinner• Multi-family yard sale• Host a house party• “Second Collection” • Sell your frequent flyer miles• Have a raffle• Give talks about your project – alumni, clubs, work• Write a letter asking for donations to everyone in your address

book• Tell your story to the local newspaper• Ask for a specific amount – just higher than you think they can

give

Fundraising

• Keep it simple• Do it with confidence• Have a “can do” attitude• Have empathy• Focus• Be passionate!

Goal Setting

Goal Setting

• Personal objective• Project goal• Fundraising goal• Break it down

– Networking– Communication– Fundraising

• Plan in advance• Small, achievable bits• Plan to say thank you too!

What happens next?

What happens next?

• Your Letter of Intent• The Champion Interview• Reference check• Application from Project• Application Review and Committee Approval• Board Approval• Due Diligence• Champion and Project Agreements

Approved by Project Committee

Project Approval Process

Initial Screenby OWCF employeeInquiry Decline

Suggest alternative funder, if appropriate

Doesn’t fit criteria

Fits criteria

Send OWCF’s Letter of Inquiry (LOI) and Champion Packet / Invite to Champion Orientation Meeting

•Sent to Project Committee members•Champion invited to make a 15 minute presentation at the meeting •Committee runs reference checks on Champion (30 day review)

LOI Received from Prospective Champion

Project Committee PresentationDecline Suggest alternative funder, if appropriate

Approved by Project Committee

Request Completed Application Form from Project

Board Approval

Champion receives:• Orientation to OWCF Operations• Agreement to be signed• OWCF begins accepting donations

OWCF develops direct relationship with Project; signs legal agreements

From:• Prospective Champion

Decline Suggest alternative funder, if appropriate

Project Committee MeetingApplication reviewed•Final form sent to Project; Due

diligence and reference checks done (30 day review)•Prospective Champion sends email introducing OWCF to project contact in the field



Project Approved

Any Questions?

Documents

OWCF Champion Orientation Slides 2010 21 07