3. Mission: Community Foundation of Ogden Valley is
to improve the lives of Ogden Valley residents and
visitors through philanthropic leadership and
community service
Purpose: To elevate philanthropic giving, nonprofit
organizations in general and overall volunteerism in
our community.
Organizational Mission
4. •The issue is the eventual burnout of founding board
members who continue to carry much of the
organization’s burden.
Case Study Problem
5. SWOT Analysis
Comparison with other community foundations
990 review
Annual report review
Community Foundation of Ogden Valley website
www.boardsource.org
www.Foundationcenter.org
www.independentsector.org
Case Methodology
To provide the following set of recommendations, the following methods and
data were utilized:
6. Board
•Board Committees –
limit # and clarify roles
•Board succession –
recruitment sources and
board # cap
•Board member
requirements – create
board member
agreement
•Mission – strategic plan
and clarify change
•Grant
Making/Accountability –
strengthen NPO’s
w/reporting guidelines
and capacity building
•Operations – new
business model
w/reciprocal benefit/fees
to invest in infrastructure
Recommendations
7. Staffing
•Hire a Director/ED ($35-
$40K)
•Campus Compact Intern
($5,000)
•NPO/Interns
(free/college credit)
•Charge an
Administration Fee % of
amount processed for
that NPO
•Audit (externally done)
•Physical Space
•Verify IRS has proper
documentation
Recommendations
8. Events/$
•Develop a yearly giving
plan
•Annual Event – Fancy
Flannel Affair
•Endowment for
sustainable funding
•Develop giving levels for
sponsorships/naming/etc
•Set a specific giving
amount for designated
•Empower NPO’s to do
their own fundraising.
•Grant proposals for
CFOV.
•Develop a NPO proposal
vetting process with
reporting requirements.
Recommendations
9. 1. Clarification of mission
and strategic plan
(guiding for the future).
2. Refining relationships
with currently funded
nonprofits and
reciprocal benefit (ROI)
.
3. Build organizational
capacity by capping the
level of matching gifts
(in total) they give out.
Next Steps
10. Biggest strength and opportunity is your organization
has a huge talent pool and strong relationships with
the community at-large .
Do not be afraid to invest in your organization so it
can sustain itself into the future.
This case study was great for this team because we
were able to actually see the whole picture and
actually design a plan.
Conclusions
11. Founded in 1948 in response to workforce
need for young nonprofit professionals
Mission: strengthen the social sector with a
talented, prepared workforce
Build capacity for the sector by improving
quality of the workforce
More info:
www.NonprofitLeadershipAlliance.org
About the Nonprofit Leadership Alliance
12. Thank You
2015 Alliance Management Institute Case Studies Sponsored By
Nonprofit Partner of the Year Award Sponsor Campus Program Excellence Award Sponsor
Student Health Break Sponsor
Tote Bag Sponsor
Utah Sponsors
Printing Sponsor
Exhibiting Sponsors
