A 360-Degree View of Corporate-Nonprofit PartnershipsSeptember 25, 2013

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Who are we?

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Mazarine TreyzWild Woman Fundraising@wildwomanfundwildwomanfundraising.com

Amanda LenaghanCharles Schwab Foundation@papeamandaaboutschwab.com

Desiree AdawayThe Adaway Group@desireeadawaydesireeadaway.com

Agenda

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• Intros

• Finding & Establishing Partnerships

• Pro Bono & Skilled Volunteering

• Increasing the Breadth & Depth of Partnerships

Intros

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A 360 Degree View of Nonprofit Corporate PartnershipsA Dialogue with: Mazarine Treyz, Desiree Adaway, Shari Ilsen, and Amanda Lenagan #vmlearn

You are Smart for Coming Here Today

Volunteers give 10x as much as non-volunteers

And corporate volunteers can give so much more than the average donor.

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Corporate Volunteers can

Get you sponsorships

Get you cause marketing partnerships

Become board members

Get you access to a LOT of people who can do Dollars for Doers programs.

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Desiree Adaway

Principal of The Adaway Group

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Charles Schwab Foundation

Helping individuals and families achieve lifelong financial well-being through education, volunteerism and advocacy.

MISSION

EDUCATE ADVOCATE VOLUNTEER

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Finding & Establishing Partnerships

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Finding Partnerships

Volunteermatch.org

Idealist.org

Campus2Careers.com

AARP: Create the Good

Book of Lists (Most Charitable Companies)

Foundation Center Database

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Do you want corporate board members?

Look at companies that support sister nonprofits. Connect with the HR department, CSR.

Finding Partnerships

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What companies are physically closest to you?

What are you offering in exchange for the company's help?What type of help do you need?

How flexible are you about scheduling?

What resources above and beyond people are you hoping to get?

Establishing Partnerships

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A less than successful partnership

Bottom Line: We didn't communicate enough beforehand with individual volunteers about what the volunteering day would look like.

I thought we were going tohave a phone-a-thon!

I thought we weregoing to do

some tutoring?!

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Critical Steps to Partnership Building• Partnership requires vulnerability. When partners create a safe space

for its members to be vulnerable, it can reach a deeper level of success.

• There are no cookie-cutter methods for partnership-building. Each partnership is unique in its needs, its members, and its context. If you forget that, your partnership will never live up to its full potential.

• A partnership is made up of individuals and you can’t treat them all the same. Each member carries his/her own stories, baggage, limitations, giftedness, and uniqueness.

• Effective partnership building is based on meeting common needs. This means that each partner has to be willing to articulate his or her needs and be welcoming to others’ needs.

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Critical Steps to Partnership Building cont.• Effective partners ask the right questions and believe in

holding deep and meaningful conversations - even if they are difficult. Growth and positive change require new conversations and deeper inquiry.

• Effective partnerships do not ignore conflicts. With individuals come differences and with differences, eventually, come conflicts. A strong partnership will honor the differences and find effective ways of working through the conflicts.

• In partnerships, leadership is shared. Once members become engage in a partnership, leadership becomes the responsibility of every member.

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Partnership Lifecycle

MaturingMaintain Adapt Grow Phase-Out Terminate

RealizationProduce Sell Deliver

DesignDescribe Define Develop Implement

InitiationSelf-Analysis Criteria Definition Evaluation

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Partnership that Leverages each Partner’s Strengths

• True partnership that leverages the core strengths of Schwab and BGCA

• Co-designed program and curriculum; Schwab employees’ financial acumen leveraged through volunteerism

• 10 year program has served 500,000 teens in 1,700 Clubs

• Proven effective by rigorous third-party evaluation

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Pro Bono & Skilled Volunteering

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Skilled Volunteering Provides Multitude of Benefits

VOLUNTEER

• Financial literacy programs leverage employees’ core expertise• Pro bono service allows employees to do what they do best in a new environment• Board service provides opportunities for leadership and networking

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Pro-Bono Partnerships

A.Use email networks of people who match the profile of your ideal volunteer, for example, female lawyers

B.Remind through emails, follow up consistently

C.Highlight the high level nature of the role

D.Talk about networking opportunities in the role

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Pro Bono and Skilled Volunteering

Evaluate

•Evaluate the position, partnership, and work on a regular basis.

•Make changes as necessary.

Build Relationships

•Give the volunteer ownership over the work.

•Recognize the work of the volunteer.

Find the Perfect Match

• Advertise appropriately.

• Match skills, desires, and interests with the position.

• Don’t forget to look at personality type.

Set Expectations

• Share job plans.• Have honest

discussions about the work and working relationships.

Define the Work

• Think both inside and outside of the box/office.

• Create clear, concise, detailed job descriptions.

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Increasing the Breadth & Depth of Partnerships

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Increasing the Depth: Finding Virtual Partnerships

Globalgiving.org (focuses on finding virtual corporate partners)

Koodonation.com (for Canada)

SkillsforChange.com

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Want more?

If you are a nonprofit and would like to get started with corporate volunteering programs, please go to:

http://wildwomanfundraising.com/upcoming/vol-signup

I'll give you 1)A checklist to get ready for corporate volunteering success, 2)A worksheet to help you match people with pro-bono and skilled volunteering, and 3)A comprehensive list of companies that have good corporate volunteer programs. #vmlearn

Advice for Working with Virtual Volunteers

• Become familiar with the dynamics of online culture and understand how virtual volunteers fit in with your organizational culture.

• Why not let volunteers talk with one another? Create an online discussion group for your current volunteers. This will create a sense of team, provide a forum for ongoing feedback, and encourage collaboration among participants.

• Educate staff and key volunteers about virtual volunteering. Help everyone understand why virtual volunteering should be/will be implemented in your organization.

• Provide vision.

• Virtual volunteering is an educational process. Resistance may exist because of a lack of understanding. Be aware of the changing needs of your working environment and how virtual volunteering can meet those needs. #vmlearn

Increasing the Breadth & Depth of Employee Volunteering

Hands-On Board ServiceSkills-based & Pro Bono Service

Breadth of Involvement

Depth of Involvement

Hands-on and large scale volunteering provides exposure to nonprofits and your mission; deep mission connection often leads to high-impact pro bono and board opportunities.

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Questions?

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Mazarine TreyzWild Woman Fundraising@wildwomanfundwildwomanfundraising.com

Amanda LenaghanCharles Schwab Foundation@papeamandaaboutschwab.com

Desiree AdawayThe Adaway Group@desireeadawaydesireeadaway.com

Next Month:The Overhead Myth

http://learn.volunteermatch.org

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October 16, 2013