Table of Contents
From the Executive Director ...................................................................
Mission ...................................................................................................
History....................................................................................................
Board of Directors ..................................................................................
Staff ........................................................................................................
Supporters and Collaborators ..................................................................
Annual Operating Budget (FY2011-2011) ..............................................
Revenue Sources.....................................................................................
Current Grants ........................................................................................
Services ..................................................................................................
Volunteer Corner ....................................................................................
Kosasa Foundation Grant........................................................................
Kent & Polli Smith Grant........................................................................
HMSA Grant ..........................................................................................
Tesoro Donation .....................................................................................
Strategic Plan Overview..........................................................................
Fund Development Plan..........................................................................
Keys to Success ......................................................................................
From The Executive Director
==============================================
Dear Friends,
This has been a "roller-coaster" year for Na Hoaloha - Neighbors Helping
Neighbors - which once again proved itself to be the "Little Engine That
Could."
In January 2012 our Volunteer Coordinator went on extended medical leave,
which left the Transportation Coordinator and Executive Director filling in to
cover her responsibilities. And finally in early September 2012, we were
informed that our Volunteer Coordinator will be moving to the Mainland to be
closer to family. Shortly thereafter, our Transportation Coordinator quit.
We are now at a crossroads, where Na Hoaloha gets to choose whether to
adopt a crisis or opportunity mode as we begin working with a
Development Consultant to create a fundraising plan and we begin to
interview several applicants for the Volunteer Coordinator position.
This year our volunteer count exceeded 180 volunteers who helped to serve
over 320 clients (and growing).
The good news is that we were awarded a series of foundation grants that
enabled us to cover the shortfall from our County funding. These included the
Hawaii Community Foundation ($75,000); Kosasa Foundation (ABC Stores $5,000); HMSA Foundation ($5,000); Atherton Foundation ($5,000), Kent &
Polli Smith Fund ($2,500); Tesoro Foundation ($1,000 in gas gift cards) and a
generous $5,000 donation from one of our clients, Robert Douglas.
We are very grateful for the continued and ongoing support of the Maui
County Office on Aging and the support of our Board of Directors and invite
you to join us in the next chapter of the Na Hoaloha "adventure."
Thank you all for helping Na Hoaloha make a positive difference in 2012.
Sincerely,
Gerri Shapiro, MS Ed., Executive Director
September 28, 2012
Mission
Neighbors Helping Neighbors
provides compassionate care to
seniors to help them to remain
independent and to enhance their
quality of life.
History
Background
Na Hoaloha (“loving friends”) was formed in 1995 wiith the help of
a Robert Wood Johnson Grant, and a dedicated group of
individuals, including Marie Smith, former President of AARP, a
Maui resident at that time.
The “Puka” People
Since its inception, the organization has focused its efforts on the “gap group”
-- people who fall through the “pukas” (holes) of the government service
system. Increasingly, however, we have been serving people who do qualify
for community services but are unable to receive them because of long wait
lists.
The "Little Engine That Could"
Because Na Hoaloha has been continuously under-funded and understaffed,
with frequent turnover in leadership, the newly formed 2006 Board of
Directors took it upon themselves to roll up their sleeves and run the
organization with no paid staff…each taking on a needed role such as staffing
the office, bookkeeping, recruiting volunteers, writing reports and grants, and
cleaning and painting the office…until County funding enabled them to pay off
their bills and fill two part-time positions in early 2007.
The Strength of Na Hoaloha
The strength of Na Hoaloha is in its volunteer base. When other agencies are
unable to hire someone to provide basic services to people in need, Na
Hoaloha has consistently been able to find a volunteer who will provide these
services “from the heart.”
Board of Directors
Officers
PRESIDENT
Sarah Shim (Director Kaunoa Senior Services Assisted Transportation Program)
Kaunoa Senior Services, 401 Alakapa Place, Paia, HI 96779
PHONE: 270-7944 HOME: 878-6555 (h)
CELL 281-1681
EMAIL: [email protected]
VICE PRESIDENT
Kathy Deknis (Director Home Health by Hale Makua)
3105 N. Nohu Loihi Way Kihei, HI 96753
PHONE: 244-3661 CELL: 344-9019 HOME: 874-8056 EMAIL: [email protected]
TREASURER
Joyce Afalla
(State of Department of Human Services Benefits Division)
2081 Helena Place Wailuku, HI 96793
PHONE: 984-8310 HOME: 244-4985 CELL: 281-5882
SECRETARY
Heather Greenwood (University of Hawaii-Manoa Cooperative Extension Agent – Intergeneration Programs)
310 Ka’ahumanu Ave., Bldg. 214 Kahului, HI 96732
PHONE: 244-3242 ext 226 CELL: 269-7396
EMAIL:
[email protected]
Directors
DIRECTOR
Cornelia A. Soberano (Social Worker; Co-Founder Maui Filipino Working Group; Moderator "Filipino Matters")
P.O. Box 2726, Wailuku, HI 96793
CELL: 298-3167 HOME: 214-5141 EMAIL: [email protected]
DIRECTOR
Daniel Deknis (Realtor, Premier Properties of Maui; 25 years managerial experience; Board member)
3105 N. Noho Loihi Way, Kihei, HI 96753
CELL: 344-9341 HOME: 874-8056 EMAIL: [email protected]
DIRECTOR
Paula Keele (Co-Owner/Office Manager, Keele Ohana Builders, Inc., MS Geronotology,
Co-coordinator/Master Trainer EnhanceFitness program for seniors)
312 Hololani Street, Pukalan, HI 96768
CELL: 870-5530 HOME: 572-2614 EMAIL: [email protected]
Staff
Carolyn Roback – “Office Wiz”
Former Administrator and Accounts Receivables at Valley Isle
Memorial Park, former Reservations Agent, Castle Resorts & Hotels
and a respected member of the Ka’ahumanu Society.
Gerri Shapiro – Executive Director
Gerri Shapiro worked as a Project Consultant with the
Maui Long Term Care Partnership, and served as an international
health educational consultant with the World Health Organization in
the Gilbert Islands, Central Pacific and with USAID to International
Development in Papua New Guinea and in Swaziland, Africa. She
also held the office of Secretary of the Na Hoaloha Board for
several years prior to being hired as Executive Director in 2008.
Nancy Welham – Volunteer Coordinator
Nancy was the former Director of Human Resources at Maui
Economic Concerns of the Community. Prior to that she was the
NovaNet/Computer Instructor at Na Hale O Wainee, the
Lahaina facility of MECC. She has also worked as a recruiter,
trainer, coach and manager in several human resource positions
and has served on many Boards and Service Committees.
Ali Carter - Transportation Coordinator
Ali comes to us with a diverse background as a Marketing Director
for a Maui-based architecture firm; a document portrait
photographer; a donation coordinator for Rotary; an estate manager
and a health information services administrator. For the past year
she been a valued addition to our staff serving as Transportation
Coordinator, matching volunteer drivers with clients in need of a
ride.
Supporters & Collaborators
Maui County Office on Aging
Kaunoa Assisted Transportation
Kaunoa Retired Senior Volunteer Program
Maui County Volunteer Center
Nadao & Mieko Yoshinaga Foundation
Hawaii Community Foundation
Kaiser Permanente Hawaii
Walmart Foundation
HMSA Foundation
Maui Electric Company
Tesoro Foundation
Young Brothers
Robert Douglas
AlohaCare Foundation
Kosasa Foundation
Ohana Healthcare
Atherton Foundation
Beverly Foundation
HMSA Foundation
G.N. Wilcox Trust
Sophie Russell Testamentary Trust
Hagar Family Foundation
Thomas J. Long Foundation
Frear Eleemosynary Trust
Kent and Polli Smith Fund
National Association of Eldercare Attorneys
Dowling Community Improvement Foundation
Hotel & Visitor Industry Charity Walk
Give Aloha Foodland Matching Fund
Mercedes Championship
Buzz’s Wharf Restaurant
Mercedes Championship
Ambrosia
Good Shepherd Episcopal Church
Ala Lani United Methodist Church
St. John’s Episcopal Church
St. Theresa Catholic Church
Christ the King Church
Kihei Lutheran Church
Unity Church of Maui
St. Anne’s Church
Na Hoaloha
Maui Interfaith Volunteer Caregivers
P.O. Box 3208 - Wailuku, HI 96793
Annual Operating Budget – (FY 2012 - 2013)
PROJECTED INCOME
Hawaii Community Foundation P.I.N.Grant
Maui County Office on Aging (FV/Telephone)
Maui County Office on Aging (respite)
Maui County Laulima County Grant
Maui County Volunteer Recognition County Grant
Kosasa Foundation
HMSA Foundation
Kent & Polli Smith Foundation
Total
75,000
69,700
60,000
10,000
5,000
5,000
5,000
2,500
$232,200
EXPENSES
Advertising
Bank charges
Computer Software
Consulting
Equipment
Healthy Aging Partnership
Membership & dues
Office Supplies
P.O. Box rent
Postage
Printing / Copying
Promotion / Publicity
Rent
Repairs
Tax Accounting / bookkeeping services
Training
Travel
Utilities
Volunteer Recognition
Website expenses
150
90
1,500
15,600
2,000
1,000
200
3,500
110
800
3,500
1,500
1,800
1,000
1,600
1,200
1,500
3,700
5,000
700
$51,200
INSURANCE
Board of Directors Liability Insurance
Health Insurance
Volunteer Liability Insurance
Worker’s Compensation Insurance
Temporary Disability Insurance
900
5,500
1100
1900
300
$9,700
Mileage Reimbursement
Adult Day Care Scholarships
Respite Reimbursement
21,000
28,000
28,700
$77,700
Payroll expenses
93,600
$93,600
TOTAL EXPENSES
$232,200
Revenue Sources
2012-2013
Total Revenue: $232,200
$75,000 - 32%
Hawaii Community Foundation
$69,700 - 30%
County Grant - Respite
$60,000 - 26%
County Grant - FV/ Telephone
$10,000 - 5%
County Grant - Laulima (staff support)
$5,000 - 2%
County Grant - Volunteer Recognition
$5,000 - 2%
AlohaCare Foundation Grant
$5,000 - 2%
HMSA Foundation Grant
$2,500 - 1%
Kent & Polli Smith Grant
Current Grants
*
Maui County Office on Aging - $129,700
Provides funding for friendly visits, telephone
reassurance and respite for family caregivers.
*
Laulima Grant – County of Maui - $10,000
This one year Laulima (“Share The Work”) grant is to provide
additional staff time for recruiting, matching and training
volunteer caregivers.
*
Volunteer Recognition Grant – County of Maui - $5,000
This one year $5,000 grant provides funds for Na Hoaloha
to honor our volunteers through a gala Volunteer
Recognition luncheon including a luncheon, entertainment,
flowers, certificates of appreciation, photo I.D. badges.
*
Hawaii Community Foundation - $75,000
This grant covers adult day care scholarships, respite, transportation
and in-home care services for elders.
*
Kosasa Foundation - $5,000
The grant helps us support the Aloha Cruisers assisted transportation
program.
*
HMSA Foundation - $5,000
The grant helps us support the Aloha Cruisers assisted transportation
program.
*
Kent & Polli Smith Grant - $2,500
The grant helps us support the Aloha Cruisers assisted transportation
program.
Services
►
friendly visits
►
accompany to doctor
►
telephone reassurance
►
shopping
►
transportation
►
help with bills & records
►
respite care
►
yard work & gardening
►
light housekeeping
►
meal preparation
►
minor home repairs
►
letter writing
►
helping in the office
►
errands
August 5, 2012
Kosasa Foundation Grant - $5,000
Kent & Polly Smith
Grant
January 15, 2012
Grant
June 20, 2012
Fund Development Plan
Objectives and Activities
1. Develop direct mail piece for Na
Hoaloha’s first end-of-year appeal
-
-
Edit draft appeal and help with layout and
production of direct mail
Develop and segment mailing list – may
include targeted letters for volunteers and
family members
Oversee printing and production of letters for
quality and accuracy
Develop direct mail plan for years 1-3
including acknowledgement plan
Present appeal to board and seek support
with emails, phone solicitations,
acknowledgements
Timing
Draft 1Oct 15, 2012
Final Draft and
plan for printing in
place –
Nov 15, 2012
-
Develop written guidelines for colors, font,
logo use and placement for all agency
material
Provide suggestions to improve professional
image and donor usability of website
Train staff on branding guidelines
Direct Mail
Letter
Direct Mail List
(about 300)
Letters mailed Dec 7, 2012
Branding
Guidelines
2. Create branding guidelines
-
Deliverable
Draft of branding
guidelines by
Nov 15, 2012
Final draft Dec 31, 2012
3. Draft broad 3-Year fund development
strategy and plan for 2013-2015
-
-
-
Meet with board to get their feedback/ideas
Identify board training, board development
and board policies, such as a "give-get"
policy
Draft broad plan including revenue goals for
fundraising that can be implemented by
existing staff and volunteers
All plans to consider Executive Director
transition in 2 years
If November or December board meetings
are postponed, final draft will be completed
by Jan 31
Draft 1 for board
review Nov 22, 2012
Final draft Dec 31, 2012 (or
Jan 31, 2013)
Fund
Development
Plan
1.
Adequate & Diverse Funding




2.
County
Private Donors
Businesses
Grants
Volunteers
 Recruit
 Train
 Match
 Retain
3.
Offer Quality service
4.
Respected Reputation in the Community
 Accountability
 Transparency
 Success in meeting Mission
 Being the best at what we do
5.
Networking and Collaboration
 Internal
 External