Fraternal Foundations Dont Just Give to Philanthropy

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Fraternal Foundations Dont Just Give to
Philanthropy

• We ARE Philanthropy

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Welcome to the Session WE ARE PHILANTHROPY!

• We talk about philanthropy a lot, but our members
  rarely equate us as such.
• Today were going to talk about getting back to
  basics and focus on how we can engage the
  heartstrings of our members, so they begin to see
  us as a part of their overall charitable giving.

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Lets talk about why other causes tend to WIN
over us

• Kids with cancer vs. scholarships for sorority
  girls
• Support of the organizations signature
  philanthropy
• Focus on the Fraternitys grant and educational
  initiatives
• Tend to fall lower in our members philanthropic
  priority lists
• Others?

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How do Fraternal Foundations win and become a
priority to our donors?

• Well address the following today
• We have the 501c3 status, what really does this
  mean and are we using it to the fullest
  potential?
• How to determine your priorities so that you
  become a priority to your members
• Tools to win how to become the organization
  we all set out to be

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Why am I the expert?

• Kappa Alpha Theta Foundation The Journey
• In and out of involvement with our signature
  philanthropy
• Signature philanthropy began to win and
  Foundation programs began to lose at risk
  homeless kids or Theta Foundation which would
  you choose?
• The A-Ha Moment We had to claim it to aim it

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It started going back to the basics. What is
PHILANTHROPY?

• Greek for To Love Mankind
• The act of donating money, goods, services, time
  and/or effort to support a socially beneficial
  cause, with a defined objective and with no
  financial or material reward to the donor
• Voluntary promotion of human welfare and/or
  giving by an individual or group to promote the
  common good
• QUESTIONS
• Do our members think these kinds of things when
  they think about us?
• Were often see more as the philanthropists
  than we are the philanthropy

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501c3 Status. Are we using this to its fullest
potential?

• According to the IRS 501c3 means
• Charitable and educational
• Relief of the poor, the distressed, or the
  underprivileged
• Advancement of education or science
• Lessening the burdens of government and
  neighborhood tensions eliminating prejudice and
  discrimination defending human and civil rights
  secured by law and combating community
  deterioration and juvenile delinquency
• QUESTION
• Are our donors thinking of us when they think of
  these things?

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Dont worry, your didnt enter a compliance
session

• Were here to discuss how this relates to
• Image
• How you treat yourself as an organization
• How you talk to your donors
• How you develop your core purposes (Vision,
  Mission and Values).

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4 Points to Winning

• You have to know where youve been to know where
  youre going.
• You have to be in touch with your ritual and the
  values that come with being a member of your
  organization. The Foundation is a manifestation,
  a tangible way to live values.
• You have to have the feedback of your members and
  supporters. Be relevant to todays needs.
• You have to share the philanthropic value and end
  result of what youre doing. How do your
  programs help show Love to Mankind (insert your
  definition of philanthropy here)

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You have to know where youve been to know where
youre going.

• Theta Case Study- pull the pieces from your
  history that
• will never change. Find that strong foundation
  to build on.
• united effort toward helping not only each other,
  but also those outside
• tax deductible and charitable gifts
• for those who do not have a local alum group
• the Theta way of linking human resources with
  financial resources to make an impact on todays
  needs
• Thetas of all ages putting ideals in action by
  helping human beings realize their fullest
  potential
• 100 cooperation from our members lending a hand
• investment in the future

Some concepts borrowed from Built To Last by Jim
Collins
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Ritual is everything.

• QUESTIONS
• What does your organization stand for?
• What values does the Foundation build its
  principles on?
• Thetas Answer
• We found it very easy to match the Fraternity
  values that mirrored the purpose of our
  existence
• Highest scholarship
• Widest influence for good
• Love

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Dont just SAY you live your ritual, show your
members how you ARE your ritual.

• So, if every program we have falls in to one of
  the three bucket
• Highest scholarship
• Widest influence for good
• Love
• We cant just say that a program falls in to a
  bucket or that we live our ritual or the
  Foundation is a manifestation of our values.
  We have to tell the story of how we bring
  benefit to mankind and furthers charitable
  educational initiatives as defined by the IRS.
  If we start talking philanthropic and 501c3
  language, then we become it. If you claim it,
  you can aim it!

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Get feedback from your constituency.

• Keeps you relevant
• Many times your supporters say it better than you
  can ours sure did
• Theta should be an internationally renowned
  organization providing service all around the
  world. Sisters could work together in far away
  places, expanding their horizons while spreading
  the noble ideals of Theta to all they come in
  contact with.
• Theta should stand out from other sororities as a
  premier group of outstanding women leaders of
  tomorrow, poised to make a difference in our
  world today.

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So, all in all, what did we research to best
align ourselves with PHILANTHROPY?

• History of the founding of the foundation. What
  were the original goals and objectives, what was
  timeless and what needed to be updated to address
  todays needs.
• A look back at various PR and development surveys
  over the years (we had enough data, we didnt
  conduct a new one). Pulled out compelling
  thoughts and needs as it related to the
  Foundation.
• Ritual and values of the Fraternity. What do we
  as Thetas stand for and how does that manifest
  through our foundation do your programs fit in
  values buckets?

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Old Theta Foundation Vision, Mission, Values

• Vision Kappa Alpha Theta is the organization
  that provides the finest and most rewarding
  membership experience.
• Mission The Kappa Alpha Theta Foundation
  strengthens and empowers members through
  philanthropy and education.
• Core Purpose Support members to learn, grow and
  excel
• Core Values Personal Excellence, Friendship /
  Sisterhood, Scholarship, Service, Leadership
• QUESTION
• Is this inspiring? Philanthropic (as weve
  defined it)?

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It started to snowball when we asked ourselves
one question

• What would the Theta Foundation have to achieve
  in order for us to not exist any more?

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Your Answers?

• Thetas Answer
• Every Theta would have access to every
  opportunity, have all educational endeavors open
  to her and never want for anything in her attempt
  to make the world a better place.

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New Vision, Mission and Values

• Vision
• Giving every Theta every opportunity to make a
  difference.
• Mission
• Linking members with resources to help them
  reach their fullest potential and make a
  difference in the world.
• Values
• Highest scholarship, widest influence for good
  and love.

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The Second A-Ha Moment

• In the end, we realized that we are here to help
  THETAS make the world a better place! It wasnt
  our place to tell them what philanthropy to give
  to, or what leadership program to attend, but
  rather for them to share with us the skills they
  need to accomplish THEIR dreams on the way to
  changing the world and we are the resource that
  is here to help them.
• We decided, we ARE philanthropy.

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How Do We Communicate We Are Philanthropy

• In the past, we shared statistics
• Now, we tell stories

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In some case it takes a village, but sometimes it
only takes one Theta.

• Meet Breann

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How the shift in thinking has helped

• It helped define and clarify our purpose for our
  members
• It is easy to communicate and get whereas
  before, folks only seemed to understand
  scholarships
• Some of the things our women are doing have
  knocked our socks off why would we tell them
  what to do when they have the expertise and
  dreams of their own?
• It has become a bit of litmus test for funding
  criteria and scholarship applications. We
  measure everything against our three values
• It also allows us to stay relevant as the needs
  of the world and its communities change

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Were more than a pass through to other
charities

• When given the resources, our members can make a
  difference
• Meet Allison
• Meet Anne

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Are these new programs?

• No, in fact, I think our trustees were surprised
  to find out the kind of information we were
  getting when we followed up with our scholarship
  and grant recipients to see how they made a
  difference.
• We took the things weve always been doing and
  share how they are now making a difference.

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In closing

• You have to know where youve been to know where
  youre going.
• You have to be in touch with your ritual and the
  values that come with being a member of your
  organization. The Foundation is a manifestation,
  a tangible way to live values.
• You have to have the feedback of your members and
  supporters. Be relevant to todays needs.
• You have to share the philanthropic value and end
  result of what youre doing. How do your
  programs help show Love to Mankind (insert your
  definition of philanthropy here)

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QUESTIONS

• ?