1
WHY?
Team-building around a common philanthropic interest
Share employee knowledge & skills with nonprofit community
Develop & implement CardConnect philanthropic strategy:
gifts of time, talent & treasure
 The non-profit sector yearns for business talent, energy, strategy & resources
time, talent, treasure
 Community-minded individuals in the for-profit sector seek personal & collective
community impact
make a difference, give where you live, think local/act global
 The PLAN: Meaningful experiences to engage in well-informed,
smart, sustainable short-term & long-term social investment
 The Aim: Caring, generous communities of people who think
deeply and act intentionally, thoughtfully, and strategically –
www.chescocf.org
together
2
WHEN?
Timing
1.5 hr mtgs
Topic
@CardConnect
1:00 Group
3:00 Group
4:30 Group
Kickoff in CardConnect Lobby
Tues., June 7 at 1 pm
MTG #1
OVERVIEW: Why Give, NPO Sector Overview, Due Diligence
DISCERN: Causes of Interest to Giving Circle Members
Month #1
Wed., July 6
-between mtgs-
Review Top Charities websites, Guidestar reports & IRS 990s
-between mtgs-
MTG #2
OVERVIEW: Discerning Strengths & Needs, Site Visit Checklist
DISCUSS & DECIDE: Prioritize & Choose Top Charities for Site Visits
Month #1
Thurs., July 21
MTG #3
Charity Site Visits
Month #2
Tues., Aug 2
MTG #4
OVERVIEW: Discern, Prioritize & Select
DISCUSS & DECIDE: Debrief on Site Visits. Decide Grant Awards.
Award Grants. Determine any next steps.
Month #2
Wed., Aug 17
What’s after the last Giving Circle gathering?
• The PLAN Adopts Giving Circle Nonprofit Grantees to Champion their cause for the next year.
• Join another Giving Circle if desired, re-up this one, or take a break.
3
RESOURCE LOGISTICS
Meeting Rooms, Food & Drink
1-5 Trainers/facilitators
(1 plenary space & 2-5 breakout spaces)
for 1, 3 & 4:30 groups
CardConnect will support group meetings
outside the office as well
Training/facilitation materials
Match employee contribution to Giving Circles:
Provide research on nonprofits in zip code
areas of interest to CardConnect employees
$100/employee to join as Giving Circle member
Up to $2,500/employee for Grantmaking Fund
CARDCONNECT GIVING CIRCLE MEMBER
 Visit https://chescocf.org/explore/family-individual-philanthropy/the-plan/giving-circles-cardconnect/
 Join The PLAN Giving Circle as a dues-paying member @$100/person/Giving Circle
CardConnect will sponsor 50% of each employee’s membership - $50/$50
 Participate in a Giving Circle for four 1.5 hr meetings over a couple/few months
+ brief on-line reading
 Think about how much of your own money you are willing to donate to your
Giving Circle Grant Pool at the Community Foundation
$250 - $2,500, as each individual member desires
CardConnect will match 100% of each employee’s donation
4
LN
Brooks
Campitelli
Chapman
Fazos
Gouger
Goyal
Hata
Katasani
Nathan
Nathen
Shanahan
Thomas
Gracia
Le
Marciano
Ryan
Shanahan
Starosciak
Full Name
City
St
Morgan Brooks / Group Leader
Philadelphia PA
Christina Campitelli
Glen Mills
PA
John Chapman
Stamford
CT
Vasilios Fazos
Philadelphia PA
David Gouger
West Chester PA
Rupali Goyal
West Chester PA
Rick Hata
Littleton
CO
Madhusudhana Katasani Cumming
GA
Robert Nathan / Group Leader
Bryn Mawr PA
Kevin Nathen
Huntingdon Valley
PA
Patrick Shanahan
Wayne
PA
Michael Thomas
Brideport
PA
Miguel Gracia
West Chester PA
James Le / Group Leader North Wales PA
Abe Marciano
Bala Cynwyd PA
Jack Ryan
tbd
CA
Jeffrey Shanahan
Devon
PA
Michael Starosciak
Philadelphia PA
Zip Email
19104 [email protected]
19342 [email protected]
06902 [email protected]
19111 [email protected]
19380 [email protected]
19382 [email protected]
80124 [email protected]
30040 [email protected]
19010 [email protected]
19006 [email protected]
19087 [email protected]
19405 [email protected]
19380 [email protected]
19454 [email protected]
19004 [email protected]
tbd [email protected]
19333 [email protected]
19127 [email protected]
White
Ames
Arnold
Axinn
Bintner
Ferguson
Grecco
Greisiger
Palo
Warnken
Cao
Trembeth
Ireland
Larsen
McCullough
Motz
Chelsea White
Carter Ames
Kelly Arnold
Josh Axinn/ Group Leader
John Bintner
Gerren Ferguson
Angelo Grecco
Samantha Greisiger
Ryan Palo
Matthew Warnken
Lina Cao
Patrick Trembeth
Jen Ireland / Group Leader
Alec Larsen
Thomas McCullough
Michael Motz
Wilmington DE
North Wales PA
Norristown PA
ConshohockenPA
Philadelphia PA
Philadelphia PA
Bryn Mawr PA
ConshohockenPA
Glen Mills
PA
tbd
PA
Philadelphia PA
Aldan
PA
Phoenixville PA
Oreland
PA
Yardley
PA
West Chester PA
19810
19454
19401
19428
19148
19122
19010
19428
19342
19104
19018
19460
19075
19067
19380
[email protected]
Stevning
Taggart
Toogood
Bradley
Collins
Giannoumis
Havlisch
Huczko
O'Connell
Pisano
Stahl
Aceto
Farren
Fiorentino
Ralo
Johnny Stevning
Highlands Ranch
CO
Rush Taggart
Valley Forge PA
Shane Toogood
Secane
PA
Robert Bradley
Audubon
PA
Michael Collins
Media
PA
Lou Giannoumis
Warminster PA
Taylor Havlisch
Philadelphia PA
Ryan Huczko
Philadelphia PA
Robert O'Connell
Lansdale
PA
Laura Pisano
Norristown PA
Timothy Stahl / Group Leader
Holbrook
NY
Nicholas Aceto
Wayne
PA
Sean Farren
Springfield PA
Cory Fiorentino
Quakertown PA
Chelsea Palo
Glen Mills
PA
80130
19481
19018
19403
19063
18974
19146
19115
19446
19401
11741
19087
19064
19581
19342
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Time
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
1:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
3:00
4:30
4:30
4:30
4:30
4:30
4:30
4:30
4:30
4:30
4:30
4:30
4:30
Cause
Nonprofit Charity to Research/Consider Website
Kids
Barnstone Art for Kids
Kids
Camp HOPE for Kids
Kids
Cradles to Crayons
Kids
Crush Childhood Cancer
Kids
DragonFly Forest
Kids
Junior Achievement
Kids
Mom’s House of Phoenixville
Kids
Peter’s Place
http://speakup.org/
Kids
SpeakUp
Kids
Youth Mentoring Partnership
Kids
Kids
Young artist/inner
Accioncity
Communal Latino Americano de Montgomery County
Young artist/inner
Youth city
Mentoring Partnership
Young artist/inner
Phoenixville
city Area Police Athletic League
Young artist/inner
Phoenixville
city Area Positive Alternatives
Young artist/inner
Phoenix
cityVillage Art Center
Young artist/inner
Theatre
cityHorizon
city st zip
Phoenixville, PA 19460
Schwenksville, PA 19473
West Conshohocken, PA 19428
King of Prussia, PA 19406
Conshohocken, PA 19428
Wayne, PA 19087
Phoenixville, PA 19460
Radnor, PA 19087
St. Davids, PA 19087
Malvern, PA 19355
Young artist/inner
Waynecity
Art Center
Animals
Francisvale Home for Smaller Animals
Animals
Thorncroft Therapeutic Horseback Riding
Animals
Montgomery County SPCA
Animals
Animals
Animals
Animals
Animals
Animals
Pals for Life Association
Animals
Animals
EnvironmentChanticleer Foundation
EnvironmentFrench & Pickering Conservation Trust
EnvironmentGreener Partners
EnvironmentKeystone Conservation Trust
EnvironmentRadnor Conservancy
EnvironmentSchuylkill River Heritage Center
EnvironmentNatural Lands Trust
Animals
Pals for Life Association
Animals
Dogs Home for PA
Animals
All for Paws Rescue
http://www.all4pawsrescue.com/
Animals
Animals
Montgomery County SPCA
Animals
Wags
Animals
Main Line Animal Rescue
Animals
Thorncroft Therapeutic Horseback Riding
Animals
Francisvale Home for Smaller Animals
Animals
Animals
Animals
Main Line Animal Rescue
Wayne, PA 19087
Radnor, PA 19087
Malvern, PA 19355
Conshohocken, PA 19428
Norristown, PA 19401
Malvern, PA 19355
Phoenixville, PA 19460
Phoenixville, PA 19460
Phoenixville, PA 19460
Norristown, PA 19401
Wayne, PA 19087
Wayne, PA 19087
Phoenixville, PA 19460
Collegeville, PA 19426
Radnor, PA 19087
Radnor, PA 19087
Phoenixville, PA. 19460
Media, PA 19063
Wayne, PA 19087
Paoli, PA 19301
Chester Springs, PA 19425
Conshohocken, PA 19428
Horsham, PA 19044
Chester Springs, PA 19425
Malvern, PA 19355
Radnor, PA 19087
5
Horsham, PA 19044
Meeting #3
Site Visit #1: NPO
Date, Time, Place
-
Charity Site Visits
SITE VISIT CHECKLIST
AIMS
 Develop relationship
 Understand day to day joys and sorrows
 Feel/see areas not captured in reading/online
DISCERN: Performance, Challenges, Hopes & Dreams
• Organizational history & track record
• Constituents served
• Organizational vision & strategy
• Plans, initiatives, outcomes, evaluation
• Governance & executive leadership
• Human resources: staff & volunteer
• Relationships, partnerships & networks
• External communications
• Financial health
Site Visit #2: NPO
Date, Time, Place
www.guidestar.org
Email = [email protected]
pw=lincoln
After site visit/s: Revisit charity’s website, www.guidestar.org & IRS 990 tax form.
E-mail your site visit observation notes to [email protected] or [email protected]
6
Charity Site Visits
Aug 2 & 3
Date
Time
Tues Aug 2
9:00-10 at CC
Nonprofit
Address of Site Visit
Crush Childhood Cancer
meeting at CardConnect Lobby,
since npo has no site
City St Zip of Site Visit
http://www.crush-childhoodcancer.org/
West Conshohocken, PA
19428
Tues Aug 2
10:30-noon
Cradles to Crayons
30 Clipper Rd
Tues Aug 2
10:30-noon
Main Line Animal Rescue
1149 Pike Springs Road (entrance
on Rt. 113)
Chester Springs, PA 19425
Tues Aug 2
2:00-3:00
Tues Aug 2
3:30-4:30
Theatre Horizon
Wayne Art Center
401 DeKalb St
413 Maplewood Ave.
Fri., Aug 5
2:00-2:30
Theatre Horizon - Summer
Camp Showcase
175 West Valley Forge Rd, Upper
Merion Township Building
King of Prussia, PA 19406
Tues Aug 2
1:00-3:00
Radnor Conservancy
Wed Aug 3
9:30-11:00
French & Pickering
Conservation Trust
Sat July 30 & Aug
date TBD
Sun., Aug 21
24 Louella Court
Preserve at Warwick Furnace
Farm, near the intersection of
Warwick Furnace Rd & Valley
Way Rd.
noon-3 Pet
ShowcaseWags Rescue
Francisvale Home for
Smaller Animals - Volunteer
1:00Orientation
328 Upper Gulph Rd
Website
EIN
Email
47-2178129
[email protected] Samantha Paradise, Founder & Tracy
m
Paradise, Board member
Name
https://www.cradlestocrayons.org/ 04-3584367
[email protected]
Susan Hight, Development Director
http://www.mlar.org/
23-3017210
[email protected]
Norristown, PA 19401
http://www.theatrehorizon.org/
20-3708656
[email protected]
Betsy Legnini, Dir Operations & Mimi
Dubovec, Volunteer Coordinator
Jennifer Pratt Johnson, Executive
Director
Wayne, PA 19087
http://www.wayneart.org/
23-6392259
[email protected]
Karen Louise Fay
Radnor, PA 19087
http://www.theatrehorizon.org/
20-3708656
http://www.radnorconservancy.org
/
81-0605339
Jennifer Pratt Johnson, Executive
[email protected]
Director
[email protected]
g
Gretchen Groebel, Executive Director
Glenmoore, PA 19343
https://frenchandpickering.org/
23-6429095
[email protected] Sara Painter, Development Director
Horsham, PA
http://www.wagsrescue.com/
20-5592729
[email protected]
Radnor, PA 19087
http://francisvalehome.org/
23-1413676
executivedirector@francisvaleho
me.org
Dorothy M. Claeys, Exec Dir
Amy
7
CardConnect – Desired Connections with NPOs
TIME
Nonprofit
Crush
Childhood
Cancer
Cradles to
Crayons
Theatre
Horizon
Wayne Art
Center
City St Zip Website Contact
http://www.cru
sh-childhoodcancer.org/
Attend
Event
TALENT
Consulting
Volunteer
Committee
Project
TREASURE
Board
Give $:
Buy
Individual
Service Giving Circle
CC sponsor
Raise $
Samantha
Paradise,
Founder &
Tracy Paradise,
Board member
West
https://www.cra Susan Hight
Conshohocken, dlestocrayons.or Development
g/
PA 19428
Director
Norristown, PA http://www.the
atrehorizon.org/
19401
Wayne, PA
19087
http://www.wayne
art.org/
Jennifer Pratt
Johnson
Executive
Director
Karen Louise
Fay,
Director of
Special
Projects
Gretchen
Groebel
Executive
Director
Radnor
Radnor, PA http://www.rad
norconservancy.
org/
Conservancy 19087
French &
Sara Painter
Pickering Glenmoore, PA https://frenchan Development
dpickering.org/
Director
Conservation 19343
Trust
Wags
http://www.wa
Horsham, PA gsrescue.com/
Amy
Rescue*
Main Line
Animal
Rescue
Chester
Springs, PA
19425
Betsy Legnini,
Dir Operations
&
http://www.mla
r.org/
Mimi Dubovec,
Volunteer
Coordinator
8
Meeting #4
-
Debrief on Site Visits.
Decide & Organize Desired Commitments of Time, Talent & Treasure
Determine any next steps. Evaluate. Celebrate.
Breakout #4: Debrief on Site Visits & Decide
o
Overall, what significant things did you notice about the programs, services, facilities and personnel?
o
o
What for-profit / nonprofit similarities & differences did you notice?
How does the nonprofit charity’s mode of operation compare to CardConnect?
o
How organizationally healthy does the nonprofit seem?
o
o
o
o
o
o
Meeting important community need
Reaching & serving constituents
Strong leadership: staff & board
Org vision, innovation & nimbleness
Appropriate partnerships & alliances
Fiscal health/need
o What core values about the nonprofit resonates with:
o
o
me, personally
CardConnect’s core values, key operating principles, corporate culture, target market & goals
o Should we support/partner with this nonprofit? How? Why?
o
o
Me, personally
CardConnect overall
What’s next?
 Events/Activities
 Giving Circles: Volunteer/Participation Check in & DeBriefing / Break / Re-Up New Giving Circle
10
CardConnect –
Desired Connections
Arts & Culture NPOs
Theatre Horizon, Norristown
Wayne Arts Center, Wayne
Healthy, nimble small npo
Robust, expanding, large npo
Well-informed, well-connected, well-regarded staff who think
strategically about business, partners, mission
 Same
Unlikely encounters + social justice
Creativity & social networks
Talk backs, small performances, custom receptions
Lots of receptions & social networks
Free admission for low-income Norristown community members
Main Line target market fully pays for services – classes, art, gift shop
Fiscally lean
Fiscally robust. Historic access to $$$ continues
Eager for volunteers, sponsors, support
Have plenty of volunteers; turn people away they have so many offers
TIME
Nonprofit
Theatre
Horizon
Wayne Art
Center
City St Zip
URL
Norristown, PA http://www.th
eatrehorizon.o
19401
rg/
Wayne, PA
19087
http://www.wayn
eart.org/
Contact
Jennifer Pratt
Johnson
Executive
Director
Karen Louise
Fay,
Director of
Special Projects
Attend
Event
Fall plays
Visit
Volunteer
Usher
Not really
needed
TALENT
Consulting
Committee
Project
Marketing
CyberTix
Staff
does/pays
vendors
Community
Outreach
Feedback
Explore…
TREASURE
Board
Buy
Service
Give $:
Individual
Giving Circle
CC sponsor
Raise $
Not yet
CC sponsor
reception in
Fall
lobby for one of Help on event
plays/buy
plays +
committee
tix
Giving Circle
Matching gifts
Not yet
Holiday
reception, CC sponsor, for
esp.
social
Have enough
CookOff in networking
$
Culinary
positioning
Arts
11
CardConnect –
Desired Connections
Animal NPOs
Main Line Animal Rescue, Chester Springs
Wags Rescue
Healthy, nimble small npo
Small, grassroots start-up nonprofit
Well-informed, well-connected, well-regarded staff who think
strategically about business, partners, mission
Animal advocacy & adoption
Animal saving & adoption
Lots of events & social networks & promotional opportunities
Target market pays for services – medical treatment, adoptions
Fiscally robust. Historic access to $$$ continues
Eager for donations
Eager for volunteers, sponsors, support
Eager for volunteers, sponsors, support
TIME
Nonprofit
Main Line
Animal
Rescue
Wags
Rescue*
City St Zip
Chester
Springs, PA
19425
URL
Contact
http://www.ml
ar.org/
Betsy Legnini,
Dir Operations
&
Mimi Dubovec,
Volunteer
Coordinator
http://www.w
Horsham, PA agsrescue.com
/
Amy
Attend
Event
Volunteer
FR events
Hands on 1:1
CC Team
Hands on 1:1
TALENT
Consulting
Committee
Project
Explore
TREASURE
Board
Buy
Service
Give $:
Individual
Giving Circle
CC sponsor
Giving Circle
/CC Matching
Adopt me!
gifts
CC Sponsor x
Raise $
Committee
involvement
Giving Circle/CC
Matching Gifts
12
CardConnect –
Desired Connections
Human Svc NPOs
Crush Childhood Cancer
Cradles to Crayons
Healthy, nimble small npo
Robust, expanding, large npo
Eager for volunteers, sponsors, support
Eager for volunteers, sponsors, support
TIME
Nonprofit
Crush
Childhood
Cancer
Cradles to
Crayons
City St Zip
URL
Contact
http://www.cr
ush-childhoodcancer.org/
Samantha
Paradise,
Founder &
Tracy Paradise,
Board member
West
https://www.c Susan Hight
Conshohocken, radlestocrayon Development
s.org/
PA 19428
Director
Attend
Event
Volunteer
Usher
Visit
Not really
needed
TALENT
Consulting
Committee
Project
Marketing
CyberTix
Staff
does/pays
vendors
Community
Outreach
Feedback
Explore…
TREASURE
Board
Buy
Service
Give $:
Individual
Giving Circle
CC sponsor
Raise $
Not yet
CC sponsor
reception in
Fall
lobby for one of Help on event
plays/buy
plays +
committee
tix
Giving Circle
Matching gifts
Not yet
Holiday
reception, CC sponsor, for
esp.
social
Have enough
CookOff in networking
$
Culinary
positioning
Arts
13
CardConnect –
Desired Connections
Environmental NPOs
Radnor Conservancy
French & Pickering Conservation Trust
?
Solid, seasoned staff & Board
?
Expanding initiatives in land preservation; creativity & growth
Fiscally lean
Fiscally sound; historic access to significant donor base
Not quite sure of how to use volunteers
Eager for volunteers, sponsors, support
TIME
Nonprofit
City St Zip
URL
Contact
Radnor
Conservancy
Radnor, PA
19087
http://www.ra
dnorconservan
cy.org/
Gretchen
Groebel
Executive
Director
French &
https://french
Pickering Glenmoore, PA andpickering.o
19343
rg/
Conservation
Trust
Sara Painter
Development
Director
Attend
Event
Volunteer
TALENT
Consulting
Committee
Project
TREASURE
Board
Buy
Service
Give $:
Individual
Giving Circle
CC sponsor
Raise $
CC sponsor, for
social
networking
positioning
Explore
Not yet
Visit
Hands on 1:1
Small teams
CC Team
Explore…
Explore…
Not yet
14
ADOPT A NONPROFIT/CHAMPION THE CAUSE:
BENEFITS TO THE ADOPTED NONPROFIT
As Giving Circles award grants, the nonprofit grantees are adopted by THE PLAN as a whole.
Benefits to the adopted nonprofit include, but are not limited to…
BENEFIT
Value
Promote on-site at Community Foundation & CardConnect Giving Circle networking events.
Priceless
Promote the nonprofit’s fundraising events to CardConnect Giving Circle members, so they purchase tickets
&/or donate
Priceless
Purchase an advertisement or sponsor 1 of the nonprofit’s events annually
$TBD
Award an unrestricted grant, for the nonprofit to use where it is needed most
$TBD
Volunteers from CardConnect help with hands-on needs & volunteer days
Priceless
In-kind contribution drives organized by CardConnect Giving Circle members, for tangible goods needed
priceless
Enroll @4 staff & 8 Board members in these Community Foundation events:
• Board of Trustees Institute (Oct)
• Legacy Awards/Annual Meeting (Nov)
• Sweet Charity (March)
$250
Priceless
$1,000
• Nonprofit Fundraising Workshops (monthly)
$350/year/person
• Peer Group for Executive Director (quarterly)
$150/year/person
• Peer Group for Development Director (quarterly)
$150/year/person
• Peer Group for Planned Giving Staff/Volunteers (quarterly)
$150/year/person
• Board Café Chats
Priceless
15
Proposed
Session #5, 6, 7
-
Report back / Recruit newcomers / Involve / Celebrate
September Lunch Meet Up – Plenary – Wed. 9/21/16
AIMS:
o In plenary, for each Giving Circle to share info on nonprofits selected, why, and opportunities for
individual & CardConnect involvement
o To recruit additional CardConnect personnel to participate in the next phase as volunteers & givers
to the selected nonprofits
o Animals
o Arts/Culture
o Environment
o Youth
October – Giving Circle Meetings – Wed., 10/19/16
o
In individual Giving Circles meetings, for each Giving Circle member to discuss their volunteering
experience to date, questions/ideas + to solidify each Giving Circle’s $ gifting aims, in time for
November holiday season
November Lunch Meet Up – Plenary – Wed., 11/30/16
o
o
Invite all CardConnect Giving Circle nonprofit grantees to lunch reception in CardConnect lobby, to
present CC matching gift checks, and meet/greet CC employees
Grantees can have materials at tables & do a 20 minute panel on nonprofit/for-profit partnerships,
hopes & dreams, etc.
16
WRAP UP: GIVING CIRCLES
To what degree did we meet our Giving Circle Goals?
 Increase your knowledge about philanthropy, nonprofits and the
community
 Influence you to give more strategically
 Increase your engagement in civic activities outside of the Giving Circle
 Amplify your charitable giving and your connections in the community
 INTERESTING & FUN
How can we improve our next round of Giving Circles?
17