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United Way Strategies Partial or Full Loss of Allocations Funding

United Way Strategies Partial or Full Loss of Allocations Funding

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Page 1: United Way Strategies Partial or Full Loss of Allocations Funding

United Way Strategies

Partial or Full Loss of Allocations Funding

Page 2: United Way Strategies Partial or Full Loss of Allocations Funding

United Way’s Inclusiveness Policy Process

Inclusiveness Policy ApprovedInclusiveness Policy States: Direct Their Community Fund Dollars to Agencies

That: Share Their View of Inclusion

Participate in a Dialogue about Agency’s Policies and Practices

Agency Must Participate in Meaningful Growth and Change

Within 18 months, They Will Determine What Action to Take to Make Their Vision a Reality

Page 3: United Way Strategies Partial or Full Loss of Allocations Funding

Council’s Response

Informed Executive Committee/Board of the Issue and Anticipated Outcome Loss of Funding Termination of Relationship with United Way

Communicated to the United Way that We Did Not and Would Not Meet the Requirements of the Inclusiveness Policy We Will Not Allow Atheists or Avowed

Homosexuals to Be Leaders or Members in the Traditional Programs

Page 4: United Way Strategies Partial or Full Loss of Allocations Funding

Council’s Response

Educated Executive Committee/Board of BSA’s/Council’s Policies and PracticesTalking Points

Who We AreWhat We DoHow We Do ItPolicies

Page 5: United Way Strategies Partial or Full Loss of Allocations Funding

Talking Points

Who We AreTraditional ProgramsLearning for LifeClient Base

What We DoOutcomes of Traditional Scouting

Learn the Value of Respect for All PeopleOutcomes of Learning for Life

Page 6: United Way Strategies Partial or Full Loss of Allocations Funding

Talking Points

How We Do ItAdult Leader Application Process for

Traditional ProgramsAuthority to Conduct a Criminal Background

CheckSubscribe to the Declaration of Religious

PrincipleBSA Does Not Ask for or Seek Information

About One’s Sexual Orientation

Page 7: United Way Strategies Partial or Full Loss of Allocations Funding

Talking Points

How We Do It Adult Leader Application Process for Learning for

Life No Criminal Background Check Is Conducted No Requirement to Subscribe to the Declaration of

Religious Principle

Policies Avowed Homosexuals Are not Allowed to Serve

as Leaders or Members in the Traditional Programs

Page 8: United Way Strategies Partial or Full Loss of Allocations Funding

Council’s Response

Participated in the United Way’s Process

Dialogue Discuss How Their Inclusiveness Policy

Affected Our PartnershipSeek Common Ground Consistent With the

Basic Principles of Both Organizations

Page 9: United Way Strategies Partial or Full Loss of Allocations Funding

Dialogue With United Way

We Informed Them of Our Policies and Practices Who We Are, What We Do and How We

Do ItProvided Facts

Nationwide - No Youth Member Removed for Sexual Orientation

Would Not Discuss Feelings

Page 10: United Way Strategies Partial or Full Loss of Allocations Funding

Dialogue With United Way

They Wanted to Talk About Feelings

Their Definition of Common Ground Wanted the Council to “Take a Stand Against the

National Council” Be an Agent of Change of the National BSA

Membership Policy

Future Funding was Dependent on Meaningful Growth in the Area of Inclusion

Page 11: United Way Strategies Partial or Full Loss of Allocations Funding

Results of Dialogue

Future Funding was Dependent on:The Council Providing a “Statement of Fact

and Intent”Annually, We Meet Their Requirement of

Meaningful Growth and Change

Our Future Relationship Would Be Determined by the United Way Application Process in Fall 2003

Page 12: United Way Strategies Partial or Full Loss of Allocations Funding

Results of Dialogue

We Determined that We Would Not Meet Their Demands for Funding

The Relationship Would Be Terminated in Fall 2003

Their Funding Would End in June 2004

Page 13: United Way Strategies Partial or Full Loss of Allocations Funding

Strategies Immediately Implemented

in Preparation of Funding Loss Prioritized Council Expenses

Began Direct Contacts With Major Corporations and Donors to Request Additional Support

Began Developing a Prospect Mailing List

Increased Plans to Build Positive Relationships With the Communities in the Council

Page 14: United Way Strategies Partial or Full Loss of Allocations Funding

Strategies Immediately Implemented

in Preparation of Funding Loss Applied to be Included in the Combined Federal Campaign

Submitting Foundation Proposals for the Needed Amounts to Support the Scouting Program that Lacks Funding

Page 15: United Way Strategies Partial or Full Loss of Allocations Funding

United Way Funding Considerations

Total United Way Funding is 9 Percent of Budget

Currently, a Full Donor Choice United Way

2003 Allocation ($157,000) was a Decrease of 20 Percent from Prior Year ($197,000)

2003 Designated Contributions ($130,000) Was an Increase of 14 Percent from Prior Year ($114,000)

Page 16: United Way Strategies Partial or Full Loss of Allocations Funding

United Way Funding Considerations

Mix of United Way FundingDesignated Contributions Are 42 Percent

Do Not Receive Names and Addresses of DonorsCommunity Investment Fund Is 58 Percent

Inclusiveness Policy Affects this Fund

United Way Is Implementing Strategies to Decrease Designated ContributionsTheir Goal Is to Eliminate Designated

Contributions

Page 17: United Way Strategies Partial or Full Loss of Allocations Funding

Relationship Exit Strategy Options

Reapply for Membership and Attempt to Position the Council to Extend Funding from United Way as Long as Possible Use Executive Board Resources to

Leverage Continued United Way Support for This Membership Period

Reapply for Membership and Expect the Application to Be Rejected (Kicked Out)

Page 18: United Way Strategies Partial or Full Loss of Allocations Funding

Relationship Exit Strategy Options

Acknowledge That the Relationship Should End Because United Way Has Changed Their Mission and Purpose Propose a Mutually Beneficial Phase-OutGo Public!

Inform Supporters and Stakeholders of the Phase-Out, Reasons for It, and Need to Replace United Way Funding

Page 19: United Way Strategies Partial or Full Loss of Allocations Funding

Pros of a Phase-Out Strategy

Receive Funding Past the Expected Time of the Termination of the Relationship

Increase Designated and Direct Contributions Because of United Way’s Inclusiveness Policy

Take High Ground and Not Risk the Press Reporting That the Council Compromised or Changed to Continue to Get United Way Funding

Page 20: United Way Strategies Partial or Full Loss of Allocations Funding

Pros of a Phase-Out Strategy

Avoid a Public Battle and Negative Press Coverage Creating an Environment: Where High-Profile Corporate and Public Leaders

Would Distance Themselves from Serving on the Executive Board, etc.

Affect Decisions of Some Potential Chartered Partners and Families Not to Join Scouting

Avoid Forcing Board Members and Donors Who Support Both Organizations to Have to Choose One Organization Over the Other

Page 21: United Way Strategies Partial or Full Loss of Allocations Funding

Pros of a Phase-Out Strategy

Puts Council in a Stronger Position for the Public Battle If the United Way Rejects the Proposed Mutually Beneficial Phase-Out

Denies the Gay Movement the Opportunity to Claim the “BSA Being Kicked Out of United Way” as a Victory for Them

Page 22: United Way Strategies Partial or Full Loss of Allocations Funding

Cons of a Phase-Out Strategy

Do Not Have a Public Battle in the Press to Use as a Means to Rally Support

Page 23: United Way Strategies Partial or Full Loss of Allocations Funding

Phase-Out Terms

Guaranteed Funding for an Agreed Upon Time (1-3 years)

Included as a Donor-Designated Agency Indefinitely

Annually, Receive the Names and Addresses of Donors Who Designate to BSA 42 Percent of Our United Way Funding is Donor

Designated Currently, We Don’t Get This Information

Page 24: United Way Strategies Partial or Full Loss of Allocations Funding

Phase-Out Terms

Can Inform Supporters and Stakeholders of the Phase-Out and Inform Them That They Can Continue to Support BSA by Designating Through United Way or Giving Directly

Page 25: United Way Strategies Partial or Full Loss of Allocations Funding

Immediate Action Plan

Increase 2004 FOS (29 Percent) to Make Up the United Way Funding Loss Theme: “Be Prepared” Rallying Cry Is to Support BSA Who Has Stayed

True to Its Principles and Will Not Kowtow to United Way Pressures to Change

Contact Corporations to Be Listed in Their Employee In-House Charitable Giving CampaignDevelop Public Relations Plan

Page 26: United Way Strategies Partial or Full Loss of Allocations Funding

Public Relations Plan

Phase-Out of Relationship Press Releases Editorial Pages in Community Newspapers Direct Mail E-mail

Kicked Out of United Way Press Releases Ad in Newspaper Editorial Pages in Community Newspapers Develop Radio Spots Direct Mail, E-mail, etc.

Page 27: United Way Strategies Partial or Full Loss of Allocations Funding

Capitol Area Council’s Plan

Go for the Phase-Out

Be Prepared for the Kick-Out