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A 360-Degree View of
Corporate-Nonprofit
Partnerships
September 25, 2013
#vmlearn
Who are we?
2
#vmlearn
Mazarine Treyz
Wild Woman Fundraising
@wildwomanfund
wildwomanfundraising.com
Amanda Lenaghan
Charles Schwab
Foundation
@papeamanda
aboutschwab.com
Desiree Adaway
The Adaway Group
@desireeadaway
desireeadaway.com
Agenda
3
#vmlearn
• Intros
• Finding & Establishing Partnerships
• Pro Bono & Skilled Volunteering
• Increasing the Breadth & Depth of
Partnerships
Intros
4
#vmlearn
A Dialogue with: Mazarine Treyz, Desiree Adaway, Shari
Ilsen, and Amanda Lenagan
#vmlearn
Volunteers give 10x as
much as non-
volunteers
And corporate volunteers
can give so much more than
the average donor.
#vmlearn
Get you sponsorships
Get you cause
marketing partnerships
Become board
members
Get you access to a
LOT of people who can
do Dollars for Doers
programs.
#vmlearn
Desiree Adaway
Principal of The Adaway Group
#vmlearn
Charles Schwab Foundation
Helping individuals and families achieve
lifelong financial well-being through
education, volunteerism and advocacy.
MISSION
EDUCATE ADVOCATE VOLUNTEER
#vmlearn
Finding &
Establishing
Partnerships
10
#vmlearn
Volunteermatch.org
Idealist.org
Campus2Careers.com
AARP: Create the Good
Book of Lists (Most Charitable
Companies)
Foundation Center Database
#vmlearn
Do you want corporate board
members?
Look at companies that support
sister nonprofits. Connect with the
HR department, CSR.
#vmlearn
What companies are physically
closest to you?
What are you offering in exchange
for the company's help?
What type of help do you need?
How flexible are you about
scheduling?
What resources above and beyond people are you hoping to get?
#vmlearn
Bottom Line: We didn't communicate enough beforehand with individual
volunteers about what the volunteering day would look like.
I thought we were going to
have a phone-a-thon!
I thought we were
going to do
some tutoring?!
#vmlearn
Critical Steps to Partnership
Building
• Partnership requires vulnerability. When partners create a safe space
for its members to be vulnerable, it can reach a deeper level of success.
• There are no cookie-cutter methods for partnership-building.
Each partnership is unique in its needs, its members, and its context. If you
forget that, your partnership will never live up to its full potential.
• A partnership is made up of individuals and you can’t treat them
all the same. Each member carries his/her own
stories, baggage, limitations, giftedness, and uniqueness.
• Effective partnership building is based on meeting common
needs. This means that each partner has to be willing to articulate his or
her needs and be welcoming to others’ needs.
#vmlearn
Critical Steps to Partnership
Building cont.
• Effective partners ask the right questions and believe in
holding deep and meaningful conversations - even if they are difficult.
Growth and positive change require new conversations and deeper
inquiry.
• Effective partnerships do not ignore conflicts. With individuals
come differences and with differences, eventually, come conflicts. A
strong partnership will honor the differences and find effective ways of
working through the conflicts.
• In partnerships, leadership is shared. Once members become
engage in a partnership, leadership becomes the responsibility of every
member.
#vmlearn
Partnership Lifecycle
Maturing
Maintain Adapt Grow Phase-Out Terminate
Realization
Produce Sell Deliver
Design
Describe Define Develop Implement
Initiation
Self-Analysis Criteria Definition Evaluation
#vmlearn
Partnership that Leverages each Partner’s Strengths
• True partnership that leverages
the core strengths of Schwab
and BGCA
• Co-designed program and
curriculum; Schwab employees’
financial acumen leveraged
through volunteerism
• 10 year program has served
500,000 teens in 1,700 Clubs
• Proven effective by rigorous
third-party evaluation
#vmlearn
Pro Bono & Skilled
Volunteering
19
#vmlearn
Skilled Volunteering Provides Multitude of Benefits
VOLUNTEER
• Financial literacy programs leverage employees’ core expertise
• Pro bono service allows employees to do what they do best in a new environment
• Board service provides opportunities for leadership and networking
#vmlearn
A.Use email networks of people who
match the profile of your ideal
volunteer, for example, female
lawyers
B.Remind through emails, follow up
consistently
C.Highlight the high level nature of the
role
D.Talk about networking opportunities in
the role
#vmlearn
Pro Bono and Skilled
Volunteering
Evaluate
•Evaluate the
position, partnership, and
work on a regular basis.
•Make changes as necessary.
Build
Relationships
•Give the volunteer
ownership over the work.
•Recognize the work of the
volunteer.
Find the
Perfect Match
•Advertise
appropriately.
•Match
skills, desires, an
d interests with
the position.
•Don’t forget to
look at
personality type.
Set
Expectations
•Share job plans.
•Have honest
discussions
about the work
and working
relationships.
Define the
Work
•Think both inside
and outside of
the box/office.
•Create
clear, concise, de
tailed job
descriptions.
#vmlearn
Increasing the
Breadth & Depth of
Partnerships
23
#vmlearn
Globalgiving.org (focuses
on finding virtual
corporate partners)
Koodonation.com (for
Canada)
SkillsforChange.com
#vmlearn
If you are a nonprofit and would like to get started with
corporate volunteering programs, please go to:
http://wildwomanfundraising.com/upcoming/vol-signup
I'll give you
1)A checklist to get ready for corporate volunteering
success,
2)A worksheet to help you match people with pro-bono and
skilled volunteering, and
3)A comprehensive list of companies that have good
corporate volunteer programs.
#vmlearn
Advice for Working with Virtual
Volunteers
• Become familiar with the dynamics of online culture and
understand how virtual volunteers fit in with your organizational
culture.
• Why not let volunteers talk with one another? Create an
online discussion group for your current volunteers. This will create a
sense of team, provide a forum for ongoing feedback, and encourage
collaboration among participants.
• Educate staff and key volunteers about virtual
volunteering. Help everyone understand why virtual volunteering
should be/will be implemented in your organization.
• Provide vision.
• Virtual volunteering is an educational process. Resistance
may exist because of a lack of understanding. Be aware of the changing
needs of your working environment and how virtual volunteering can
meet those needs. #vmlearn
Increasing the Breadth & Depth of Employee Volunteering
Hands-On Board ServiceSkills-based & Pro Bono Service
Breadth of Involvement
Depth of Involvement
Hands-on and large scale volunteering provides exposure to nonprofits and your mission;
deep mission connection often leads to high-impact pro bono and board opportunities.
#vmlearn
Questions?
28
#vmlearn
Mazarine Treyz
Wild Woman Fundraising
@wildwomanfund
wildwomanfundraising.com
Amanda Lenaghan
Charles Schwab
Foundation
@papeamanda
aboutschwab.com
Desiree Adaway
The Adaway Group
@desireeadaway
desireeadaway.com
Next Month:
The Overhead Myth
http://learn.volunteermatch.org
#vmlearn
October 16, 2013

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Nonprofit Insights: A 360-Degree View of Corporate-Nonprofit Partnerships

  • 1. A 360-Degree View of Corporate-Nonprofit Partnerships September 25, 2013 #vmlearn
  • 2. Who are we? 2 #vmlearn Mazarine Treyz Wild Woman Fundraising @wildwomanfund wildwomanfundraising.com Amanda Lenaghan Charles Schwab Foundation @papeamanda aboutschwab.com Desiree Adaway The Adaway Group @desireeadaway desireeadaway.com
  • 3. Agenda 3 #vmlearn • Intros • Finding & Establishing Partnerships • Pro Bono & Skilled Volunteering • Increasing the Breadth & Depth of Partnerships
  • 5. A Dialogue with: Mazarine Treyz, Desiree Adaway, Shari Ilsen, and Amanda Lenagan #vmlearn
  • 6. Volunteers give 10x as much as non- volunteers And corporate volunteers can give so much more than the average donor. #vmlearn
  • 7. Get you sponsorships Get you cause marketing partnerships Become board members Get you access to a LOT of people who can do Dollars for Doers programs. #vmlearn
  • 8. Desiree Adaway Principal of The Adaway Group #vmlearn
  • 9. Charles Schwab Foundation Helping individuals and families achieve lifelong financial well-being through education, volunteerism and advocacy. MISSION EDUCATE ADVOCATE VOLUNTEER #vmlearn
  • 11. Volunteermatch.org Idealist.org Campus2Careers.com AARP: Create the Good Book of Lists (Most Charitable Companies) Foundation Center Database #vmlearn
  • 12. Do you want corporate board members? Look at companies that support sister nonprofits. Connect with the HR department, CSR. #vmlearn
  • 13. What companies are physically closest to you? What are you offering in exchange for the company's help? What type of help do you need? How flexible are you about scheduling? What resources above and beyond people are you hoping to get? #vmlearn
  • 14. Bottom Line: We didn't communicate enough beforehand with individual volunteers about what the volunteering day would look like. I thought we were going to have a phone-a-thon! I thought we were going to do some tutoring?! #vmlearn
  • 15. Critical Steps to Partnership Building • Partnership requires vulnerability. When partners create a safe space for its members to be vulnerable, it can reach a deeper level of success. • There are no cookie-cutter methods for partnership-building. Each partnership is unique in its needs, its members, and its context. If you forget that, your partnership will never live up to its full potential. • A partnership is made up of individuals and you can’t treat them all the same. Each member carries his/her own stories, baggage, limitations, giftedness, and uniqueness. • Effective partnership building is based on meeting common needs. This means that each partner has to be willing to articulate his or her needs and be welcoming to others’ needs. #vmlearn
  • 16. Critical Steps to Partnership Building cont. • Effective partners ask the right questions and believe in holding deep and meaningful conversations - even if they are difficult. Growth and positive change require new conversations and deeper inquiry. • Effective partnerships do not ignore conflicts. With individuals come differences and with differences, eventually, come conflicts. A strong partnership will honor the differences and find effective ways of working through the conflicts. • In partnerships, leadership is shared. Once members become engage in a partnership, leadership becomes the responsibility of every member. #vmlearn
  • 17. Partnership Lifecycle Maturing Maintain Adapt Grow Phase-Out Terminate Realization Produce Sell Deliver Design Describe Define Develop Implement Initiation Self-Analysis Criteria Definition Evaluation #vmlearn
  • 18. Partnership that Leverages each Partner’s Strengths • True partnership that leverages the core strengths of Schwab and BGCA • Co-designed program and curriculum; Schwab employees’ financial acumen leveraged through volunteerism • 10 year program has served 500,000 teens in 1,700 Clubs • Proven effective by rigorous third-party evaluation #vmlearn
  • 19. Pro Bono & Skilled Volunteering 19 #vmlearn
  • 20. Skilled Volunteering Provides Multitude of Benefits VOLUNTEER • Financial literacy programs leverage employees’ core expertise • Pro bono service allows employees to do what they do best in a new environment • Board service provides opportunities for leadership and networking #vmlearn
  • 21. A.Use email networks of people who match the profile of your ideal volunteer, for example, female lawyers B.Remind through emails, follow up consistently C.Highlight the high level nature of the role D.Talk about networking opportunities in the role #vmlearn
  • 22. Pro Bono and Skilled Volunteering Evaluate •Evaluate the position, partnership, and work on a regular basis. •Make changes as necessary. Build Relationships •Give the volunteer ownership over the work. •Recognize the work of the volunteer. Find the Perfect Match •Advertise appropriately. •Match skills, desires, an d interests with the position. •Don’t forget to look at personality type. Set Expectations •Share job plans. •Have honest discussions about the work and working relationships. Define the Work •Think both inside and outside of the box/office. •Create clear, concise, de tailed job descriptions. #vmlearn
  • 23. Increasing the Breadth & Depth of Partnerships 23 #vmlearn
  • 24. Globalgiving.org (focuses on finding virtual corporate partners) Koodonation.com (for Canada) SkillsforChange.com #vmlearn
  • 25. If you are a nonprofit and would like to get started with corporate volunteering programs, please go to: http://wildwomanfundraising.com/upcoming/vol-signup I'll give you 1)A checklist to get ready for corporate volunteering success, 2)A worksheet to help you match people with pro-bono and skilled volunteering, and 3)A comprehensive list of companies that have good corporate volunteer programs. #vmlearn
  • 26. Advice for Working with Virtual Volunteers • Become familiar with the dynamics of online culture and understand how virtual volunteers fit in with your organizational culture. • Why not let volunteers talk with one another? Create an online discussion group for your current volunteers. This will create a sense of team, provide a forum for ongoing feedback, and encourage collaboration among participants. • Educate staff and key volunteers about virtual volunteering. Help everyone understand why virtual volunteering should be/will be implemented in your organization. • Provide vision. • Virtual volunteering is an educational process. Resistance may exist because of a lack of understanding. Be aware of the changing needs of your working environment and how virtual volunteering can meet those needs. #vmlearn
  • 27. Increasing the Breadth & Depth of Employee Volunteering Hands-On Board ServiceSkills-based & Pro Bono Service Breadth of Involvement Depth of Involvement Hands-on and large scale volunteering provides exposure to nonprofits and your mission; deep mission connection often leads to high-impact pro bono and board opportunities. #vmlearn
  • 28. Questions? 28 #vmlearn Mazarine Treyz Wild Woman Fundraising @wildwomanfund wildwomanfundraising.com Amanda Lenaghan Charles Schwab Foundation @papeamanda aboutschwab.com Desiree Adaway The Adaway Group @desireeadaway desireeadaway.com
  • 29. Next Month: The Overhead Myth http://learn.volunteermatch.org #vmlearn October 16, 2013