mmt overview

an overview***

where we are and where we’re heading

From peddling coffee ona horse-drawn cartto an empire of 128Fred Meyer superstoresin Oregon, Washington, Idaho and Alaska.

When he died in 1978, Fred Meyer’s will established a charitable trust from his personal assets, valued at $120 million – creating the largest private foundation in PNW in 1982

• entrepreneur

• innovator

• risk-taker

• community-builder and supporter

• backer of local economic development, new businesses

• unorthodox

Fred G. Meyer:the man behind MMT

MMT’s mission: To invest in people, ideas and efforts

that deliver significant social benefit to Oregon and Clark County, Washington

MMT’s values:Stewardship

EntrepreneurshipService-driven

Leading by example

Over the past 26 years, MMT has made grants to help

in places like

Recent Changes –

2005: First operating planDecision to become national model of a regional foundation

What:Align our work more closely with our mission to invest in people, ideas and efforts that deliver significant social benefit to Oregon and Clark County,

Washington

Why:

To increase our social impact and outcomes

To give ourselves greater clarity of purpose

To continually learn and improve our work

Report to Meyer Memorial TrustApril 2007

3major strategies

Restructure giving to increase social impactS1

Willamette River Basin Restoration

Access to Affordable Housing

est. $12 mil over next 6 yrs2008-14

$9 mil over 7 yrs2007-14

Quality K-12Public

Education

$16.3 mil over 7 yrs2003-10

s1 Increase focus on critical issues facing

Oregon, starting with 3 initiatives

*Additional allocation in Affordable Housing expected 2009

• Focus more on capacity building

• Enhance and increase small grants program critical to grassroots & small organizations

• Outreach to underserved areas/groups (TWST)

• Share learning (events & connectipedia)

• Develop technical assistance grants program

s1 Work more intentionally to strengthen nonprofit sector

• Highest and best use of MMT capital and intellectual resources

• Stimulate proposals in critical areas by issuing RFPs

• Respond nimbly to emergencies and special opportunities

s1 Maximize returns and impact

Discussion

Evaluating Participation

Reflection Planning

Partnering ParticipationEvaluating

Reflection Discussion Planning

Partnering

s1 More emphasis on...

s2 Mission Investing

• Growth of MMT’s Program-Related Investments

MMT Awards 2000+

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$5

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00-01 01-02 02-03 03-04 04-05 05-06 06-07 07-08

Millions

Fiscal Year

Amount

PRI

Grants

Total

• MMT co-leading national 2% challenge

• more than 5% of MMT assets in MRI and growing

• sharing MRI study, implementation plan

A home of our ownsomeday?s3

Imagine the possibilities!

An appreciating assetFurthering our mission

Save lease costsA NPO learning center?Model for collaboration?

Incubate innovation?Green building

and more...