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Private Sector,
                                                                Non-Profit
                                                                  Impact
                                                                  Project SM


                        Non-Profit Organization
                                  and
   International Performance Group, Ltd.

                        The Private-Sector,
                      Non-Profit Impact Project



Copyright © 1996-2013 International Performance Group, Ltd.

                                                                     SD-
                                                                      1
Private Sector,
                                                      Non-Profit
                                                        Impact
                                                        Project SM



Make the Greatest Positive Social Impact
               … Ever!
This is IPG’s Mission Statement; no if’s, and’s or but’s!




                                                            SD-
                                                             2
Private Sector,
                                                    Non-Profit
                                                      Impact

      International Performance Group
                                                      Project SM




     is Pleased to Introduce our Newest
         International Social Initiative

  Freshly Designed to Drive Significant Social Change by
 Combining the Best Private Sector Companies (PS Co’s),
Non-Profit Organizations (NPO’s) and the Creative Team of
          International Performance Group (IPG)




                                                         SD-
                                                          3
Private Sector,
                                                                   Non-Profit
                                                                     Impact
                                                                     Project SM
     Overview – Non-Profit Organization (NPO)

    Realities of Social Responsibility

    Optimizing NPO’s Upside
   How It Works (New Donation Channel, Not a Replacement)
    – The Process
    – Pre-Implementation
    – Post-Implementation

    The Results
    – Multi-year donation model
    – Target Minimum from PS Co Partner: $750,000 over 5 years

    Creating PS Co Partner Surplus Profits

    Getting Started

                                                                        SD-
                                                                         4
Private Sector,
                                                                       Non-Profit
                                                                         Impact
                                                                         Project SM

            Realities of Social Responsibility

    Corporate donation requests continue to grow
    – Many traditional donation models are “tired and stretched”
   Numerous small donations cost more to process
   Employees & volunteers are pressed to do more with less
   Non-Profits are often unable to provide badly needed
    services due to a lack of funds:
    – Geographical reach boundaries
    – Maximum capacity of people helped per day / month / year limits
    – Dedicated, full-time staff for excellent Programs need to be hired




                                                                            SD-
                                                                             5
Private Sector,
                                                                       Non-Profit
                                                                         Impact
                                                                         Project SM

               Optimizing NPO’s Upside

    Increases your large donations
    – Target Minimum: $750,000 over 5 years, per PS Co Partner unique project
   Decreases your overhead costs for each donation
   IPG does the majority of the work with the PS Co Partner
   NPO is the primary relationship manager with the PS Co
    Partner
   IPG works on a contingent-performance model
    – This mitigates PS Co Partner’s normal fixed consulting fee expense risks




                                                                            SD-
                                                                             6
Private Sector,
                                                                          Non-Profit
                                                                            Impact

                How It Works – The Process                                  Project SM


                (New Donation Channel, Not a Replacement)


    IPG provides training and support to NPO

    IPG helps NPO identify potential PS Co Partners
    – Create excellent PR opportunities
    – Focus on effectiveness and efficiencies (vs. people reduction)
    – Align projects to complement and accelerate current initiatives
   NPO introduces the PS, NP Impact Project to potential PS
    Co Partner Divisions, Functional areas, Geographical
    locations, etc.
   NPO and IPG meet jointly with potential PS Co Partners
    – These meetings are to introduce the PS, NP Impact Project opportunities to
      the potential PS Co Partners

                                                                               SD-
                                                                                7
Private Sector,
                                                                        Non-Profit
                                                                          Impact

                  How It Works – The Process                              Project SM


                  (New Donation Channel, Not a Replacement)


    NPO and IPG jointly present to potential PS Co Partners
    – These are to secure agreements for assessments or projects
    – NPO will present specific plans for the Forecasted, New Donations
    – IPG will present specific plans for identifying and delivering New Operating
      Profits, in collaboration with PS Co Partners
   Important for the NPO and IPG to Communicate
    – PS Co Partners need to understand; IPG reduces their risks by using a
      performance-contingency model. Only allocating New Operating Profits:
        •   Year #1:   PS Co: 50%   -   NPO:   25%   -   IPG:   25%
        •   Year #2:   PS Co: 80%   -   NPO:   20%   -   IPG:    0%
        •   Year #3:   PS Co: 85%   -   NPO:   15%   -   IPG:    0%
        •   Year #4:   PS Co: 90%   -   NPO:   10%   -   IPG:    0%
        •   Year #5:   PS Co: 95%   -   NPO:    5%   -   IPG:    0%


                                                                             SD-
                                                                              8
Private Sector,
                                                                        Non-Profit
                                                                          Impact
                                                                          Project SM
          How It Works – Pre-Implementation

    PS Co Partner and IPG agree to complete a 4-week
    Assessment
    – Focus will only be on potential Operating Profit Increase areas selected
      by the PS Co Partner and agreed to by IPG.
       • PS Co Partner’s investment is only $5-25k (below market value)
       • This initial assessment fee is reimbursable if the PS Co Partner
          moves forward with a contingent-performance based agreement

    PS Co Partner and IPG complete the Assessment
    – IPG identifies and forecasts New Operating Profit increase potential

    NPO and IPG jointly deliver the Assessment results
    – NPO presents to the PS Co Partner, specifically what NPO will do with
      your share of the new forecasted Operating Profits
                                                                             SD-
                                                                              9
Private Sector,
                                                                                  Non-Profit
                                                                                    Impact
                                                                                    Project SM
          How It Works – Post-Implementation
    After implementation of agreed upon performance enhancements at the PS Co
 Partner, a new Scoreboard Report is produced each month by the PS Co Partner and
shared with NPO and IPG. The new Operating Profit increases are recommended to be
       allocated as follows: (NPO’s can be increased at the discretion of PS Co Partner)

                            PS Co             NPO                IPG
                Year #1      50%               25%               25%


                Year #2      80%               20%               -0-


                Year #3      85%               15%               -0-


                Year #4      90%               10%               -0-


                Year #5      95%               5%                -0-


                Year #6+     98%               2%                -0-


                                                                                       SD-
                                                                                        10
Private Sector,
                                                                          Non-Profit
                                                                            Impact
                                                                            Project SM
                            The Results
    Below is an example of the Targeted Minimum Donation Amounts Per $1M of
             New Operating Profits Increased at PS Co Partner, by IPG in
                   collaboration with the PS Co Partner and NPO

           %          Annual Amt     Cumulative Amt       Cumulative Amt (if $10M)

Year #1    25%         $250,000         $250,000                 $2,500,000


Year #2    20%         $200,000         $450,000                 $4,500,000


Year #3    15%         $150,000         $600,000                 $6,000,000


Year #4    10%         $100,000         $700,000                 $7,000,000


Year #5    5%           $50,000         $750,000                 $7,500,000


Year #6+   2%           $20,000         $770,000                 $7,700,000


                                                                               SD-
                                                                                11
Private Sector,
                                                        Non-Profit
                                                          Impact
                                                          Project SM
     Creating Surplus Profits – IPG Target Areas

    Improving process effectiveness and efficiency
   Reducing distribution / selling expenses

    Improving product mixes for improved margins
   Elevating client service levels
   Increasing top-tier employee acquisition and retention

    Ultimately; Increasing Operating Profits per:
    –   Distributor
    –   Client
    –   Employee
    –   Revenue & Expense Dollar



                                                             SD-
                                                              12
Private Sector,
                                                                      Non-Profit
                                                                        Impact
                                                                        Project SM

                           Getting Started

    Scheduling the next meeting with IPG

    Link to the http://www.ipgl.com/ IPG website now

    Corporate Leadership Team’s Direct Contact Information
    – International Performance Group, Ltd.
        • 7475 West Fifth Avenue – Suite 150 – Lakewood, CO 80226
    – Michael Anthony – Chief Executive Officer
        • manthony@ipgl.com – 720.990.0235
    – Jim Roncevich - President
        • jroncevich@ipgl.com – 303.549.5051
    – Izabela Lundberg – Chief Distribution Officer
        • ilundberg@ipgl.com – 720.371-3688
    – Tom Cotner – Sr. Advisor & Interim Chief Marketing Officer
        • tcotner@ipgl.com – 303.968.9095

                                                                           SD-
                                                                            13
Private Sector,
                                    Non-Profit
                                      Impact
                                      Project SM

        Thank you – Next Steps




      “It is always the start
that requires the greatest effort.”

       James Cash Penney



                                         SD-
                                          14

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IPG Private Sector, Non-Profit Impact Project Fundraising 2013 02-b

  • 1. Private Sector, Non-Profit Impact Project SM Non-Profit Organization and International Performance Group, Ltd. The Private-Sector, Non-Profit Impact Project Copyright © 1996-2013 International Performance Group, Ltd. SD- 1
  • 2. Private Sector, Non-Profit Impact Project SM Make the Greatest Positive Social Impact … Ever! This is IPG’s Mission Statement; no if’s, and’s or but’s! SD- 2
  • 3. Private Sector, Non-Profit Impact International Performance Group Project SM is Pleased to Introduce our Newest International Social Initiative Freshly Designed to Drive Significant Social Change by Combining the Best Private Sector Companies (PS Co’s), Non-Profit Organizations (NPO’s) and the Creative Team of International Performance Group (IPG) SD- 3
  • 4. Private Sector, Non-Profit Impact Project SM Overview – Non-Profit Organization (NPO)  Realities of Social Responsibility  Optimizing NPO’s Upside  How It Works (New Donation Channel, Not a Replacement) – The Process – Pre-Implementation – Post-Implementation  The Results – Multi-year donation model – Target Minimum from PS Co Partner: $750,000 over 5 years  Creating PS Co Partner Surplus Profits  Getting Started SD- 4
  • 5. Private Sector, Non-Profit Impact Project SM Realities of Social Responsibility  Corporate donation requests continue to grow – Many traditional donation models are “tired and stretched”  Numerous small donations cost more to process  Employees & volunteers are pressed to do more with less  Non-Profits are often unable to provide badly needed services due to a lack of funds: – Geographical reach boundaries – Maximum capacity of people helped per day / month / year limits – Dedicated, full-time staff for excellent Programs need to be hired SD- 5
  • 6. Private Sector, Non-Profit Impact Project SM Optimizing NPO’s Upside  Increases your large donations – Target Minimum: $750,000 over 5 years, per PS Co Partner unique project  Decreases your overhead costs for each donation  IPG does the majority of the work with the PS Co Partner  NPO is the primary relationship manager with the PS Co Partner  IPG works on a contingent-performance model – This mitigates PS Co Partner’s normal fixed consulting fee expense risks SD- 6
  • 7. Private Sector, Non-Profit Impact How It Works – The Process Project SM (New Donation Channel, Not a Replacement)  IPG provides training and support to NPO  IPG helps NPO identify potential PS Co Partners – Create excellent PR opportunities – Focus on effectiveness and efficiencies (vs. people reduction) – Align projects to complement and accelerate current initiatives  NPO introduces the PS, NP Impact Project to potential PS Co Partner Divisions, Functional areas, Geographical locations, etc.  NPO and IPG meet jointly with potential PS Co Partners – These meetings are to introduce the PS, NP Impact Project opportunities to the potential PS Co Partners SD- 7
  • 8. Private Sector, Non-Profit Impact How It Works – The Process Project SM (New Donation Channel, Not a Replacement)  NPO and IPG jointly present to potential PS Co Partners – These are to secure agreements for assessments or projects – NPO will present specific plans for the Forecasted, New Donations – IPG will present specific plans for identifying and delivering New Operating Profits, in collaboration with PS Co Partners  Important for the NPO and IPG to Communicate – PS Co Partners need to understand; IPG reduces their risks by using a performance-contingency model. Only allocating New Operating Profits: • Year #1: PS Co: 50% - NPO: 25% - IPG: 25% • Year #2: PS Co: 80% - NPO: 20% - IPG: 0% • Year #3: PS Co: 85% - NPO: 15% - IPG: 0% • Year #4: PS Co: 90% - NPO: 10% - IPG: 0% • Year #5: PS Co: 95% - NPO: 5% - IPG: 0% SD- 8
  • 9. Private Sector, Non-Profit Impact Project SM How It Works – Pre-Implementation  PS Co Partner and IPG agree to complete a 4-week Assessment – Focus will only be on potential Operating Profit Increase areas selected by the PS Co Partner and agreed to by IPG. • PS Co Partner’s investment is only $5-25k (below market value) • This initial assessment fee is reimbursable if the PS Co Partner moves forward with a contingent-performance based agreement  PS Co Partner and IPG complete the Assessment – IPG identifies and forecasts New Operating Profit increase potential  NPO and IPG jointly deliver the Assessment results – NPO presents to the PS Co Partner, specifically what NPO will do with your share of the new forecasted Operating Profits SD- 9
  • 10. Private Sector, Non-Profit Impact Project SM How It Works – Post-Implementation After implementation of agreed upon performance enhancements at the PS Co Partner, a new Scoreboard Report is produced each month by the PS Co Partner and shared with NPO and IPG. The new Operating Profit increases are recommended to be allocated as follows: (NPO’s can be increased at the discretion of PS Co Partner) PS Co NPO IPG Year #1 50% 25% 25% Year #2 80% 20% -0- Year #3 85% 15% -0- Year #4 90% 10% -0- Year #5 95% 5% -0- Year #6+ 98% 2% -0- SD- 10
  • 11. Private Sector, Non-Profit Impact Project SM The Results Below is an example of the Targeted Minimum Donation Amounts Per $1M of New Operating Profits Increased at PS Co Partner, by IPG in collaboration with the PS Co Partner and NPO % Annual Amt Cumulative Amt Cumulative Amt (if $10M) Year #1 25% $250,000 $250,000 $2,500,000 Year #2 20% $200,000 $450,000 $4,500,000 Year #3 15% $150,000 $600,000 $6,000,000 Year #4 10% $100,000 $700,000 $7,000,000 Year #5 5% $50,000 $750,000 $7,500,000 Year #6+ 2% $20,000 $770,000 $7,700,000 SD- 11
  • 12. Private Sector, Non-Profit Impact Project SM Creating Surplus Profits – IPG Target Areas  Improving process effectiveness and efficiency  Reducing distribution / selling expenses  Improving product mixes for improved margins  Elevating client service levels  Increasing top-tier employee acquisition and retention  Ultimately; Increasing Operating Profits per: – Distributor – Client – Employee – Revenue & Expense Dollar SD- 12
  • 13. Private Sector, Non-Profit Impact Project SM Getting Started  Scheduling the next meeting with IPG  Link to the http://www.ipgl.com/ IPG website now  Corporate Leadership Team’s Direct Contact Information – International Performance Group, Ltd. • 7475 West Fifth Avenue – Suite 150 – Lakewood, CO 80226 – Michael Anthony – Chief Executive Officer • manthony@ipgl.com – 720.990.0235 – Jim Roncevich - President • jroncevich@ipgl.com – 303.549.5051 – Izabela Lundberg – Chief Distribution Officer • ilundberg@ipgl.com – 720.371-3688 – Tom Cotner – Sr. Advisor & Interim Chief Marketing Officer • tcotner@ipgl.com – 303.968.9095 SD- 13
  • 14. Private Sector, Non-Profit Impact Project SM Thank you – Next Steps “It is always the start that requires the greatest effort.” James Cash Penney SD- 14

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