united way strategies partial or full loss of allocations funding
TRANSCRIPT
United Way Strategies
Partial or Full Loss of Allocations Funding
United Way’s Inclusiveness Policy Process
Inclusiveness Policy ApprovedInclusiveness Policy States: Direct Their Community Fund Dollars to Agencies
That: Share Their View of Inclusion
Participate in a Dialogue about Agency’s Policies and Practices
Agency Must Participate in Meaningful Growth and Change
Within 18 months, They Will Determine What Action to Take to Make Their Vision a Reality
Council’s Response
Informed Executive Committee/Board of the Issue and Anticipated Outcome Loss of Funding Termination of Relationship with United Way
Communicated to the United Way that We Did Not and Would Not Meet the Requirements of the Inclusiveness Policy We Will Not Allow Atheists or Avowed
Homosexuals to Be Leaders or Members in the Traditional Programs
Council’s Response
Educated Executive Committee/Board of BSA’s/Council’s Policies and PracticesTalking Points
Who We AreWhat We DoHow We Do ItPolicies
Talking Points
Who We AreTraditional ProgramsLearning for LifeClient Base
What We DoOutcomes of Traditional Scouting
Learn the Value of Respect for All PeopleOutcomes of Learning for Life
Talking Points
How We Do ItAdult Leader Application Process for
Traditional ProgramsAuthority to Conduct a Criminal Background
CheckSubscribe to the Declaration of Religious
PrincipleBSA Does Not Ask for or Seek Information
About One’s Sexual Orientation
Talking Points
How We Do It Adult Leader Application Process for Learning for
Life No Criminal Background Check Is Conducted No Requirement to Subscribe to the Declaration of
Religious Principle
Policies Avowed Homosexuals Are not Allowed to Serve
as Leaders or Members in the Traditional Programs
Council’s Response
Participated in the United Way’s Process
Dialogue Discuss How Their Inclusiveness Policy
Affected Our PartnershipSeek Common Ground Consistent With the
Basic Principles of Both Organizations
Dialogue With United Way
We Informed Them of Our Policies and Practices Who We Are, What We Do and How We
Do ItProvided Facts
Nationwide - No Youth Member Removed for Sexual Orientation
Would Not Discuss Feelings
Dialogue With United Way
They Wanted to Talk About Feelings
Their Definition of Common Ground Wanted the Council to “Take a Stand Against the
National Council” Be an Agent of Change of the National BSA
Membership Policy
Future Funding was Dependent on Meaningful Growth in the Area of Inclusion
Results of Dialogue
Future Funding was Dependent on:The Council Providing a “Statement of Fact
and Intent”Annually, We Meet Their Requirement of
Meaningful Growth and Change
Our Future Relationship Would Be Determined by the United Way Application Process in Fall 2003
Results of Dialogue
We Determined that We Would Not Meet Their Demands for Funding
The Relationship Would Be Terminated in Fall 2003
Their Funding Would End in June 2004
Strategies Immediately Implemented
in Preparation of Funding Loss Prioritized Council Expenses
Began Direct Contacts With Major Corporations and Donors to Request Additional Support
Began Developing a Prospect Mailing List
Increased Plans to Build Positive Relationships With the Communities in the Council
Strategies Immediately Implemented
in Preparation of Funding Loss Applied to be Included in the Combined Federal Campaign
Submitting Foundation Proposals for the Needed Amounts to Support the Scouting Program that Lacks Funding
United Way Funding Considerations
Total United Way Funding is 9 Percent of Budget
Currently, a Full Donor Choice United Way
2003 Allocation ($157,000) was a Decrease of 20 Percent from Prior Year ($197,000)
2003 Designated Contributions ($130,000) Was an Increase of 14 Percent from Prior Year ($114,000)
United Way Funding Considerations
Mix of United Way FundingDesignated Contributions Are 42 Percent
Do Not Receive Names and Addresses of DonorsCommunity Investment Fund Is 58 Percent
Inclusiveness Policy Affects this Fund
United Way Is Implementing Strategies to Decrease Designated ContributionsTheir Goal Is to Eliminate Designated
Contributions
Relationship Exit Strategy Options
Reapply for Membership and Attempt to Position the Council to Extend Funding from United Way as Long as Possible Use Executive Board Resources to
Leverage Continued United Way Support for This Membership Period
Reapply for Membership and Expect the Application to Be Rejected (Kicked Out)
Relationship Exit Strategy Options
Acknowledge That the Relationship Should End Because United Way Has Changed Their Mission and Purpose Propose a Mutually Beneficial Phase-OutGo Public!
Inform Supporters and Stakeholders of the Phase-Out, Reasons for It, and Need to Replace United Way Funding
Pros of a Phase-Out Strategy
Receive Funding Past the Expected Time of the Termination of the Relationship
Increase Designated and Direct Contributions Because of United Way’s Inclusiveness Policy
Take High Ground and Not Risk the Press Reporting That the Council Compromised or Changed to Continue to Get United Way Funding
Pros of a Phase-Out Strategy
Avoid a Public Battle and Negative Press Coverage Creating an Environment: Where High-Profile Corporate and Public Leaders
Would Distance Themselves from Serving on the Executive Board, etc.
Affect Decisions of Some Potential Chartered Partners and Families Not to Join Scouting
Avoid Forcing Board Members and Donors Who Support Both Organizations to Have to Choose One Organization Over the Other
Pros of a Phase-Out Strategy
Puts Council in a Stronger Position for the Public Battle If the United Way Rejects the Proposed Mutually Beneficial Phase-Out
Denies the Gay Movement the Opportunity to Claim the “BSA Being Kicked Out of United Way” as a Victory for Them
Cons of a Phase-Out Strategy
Do Not Have a Public Battle in the Press to Use as a Means to Rally Support
Phase-Out Terms
Guaranteed Funding for an Agreed Upon Time (1-3 years)
Included as a Donor-Designated Agency Indefinitely
Annually, Receive the Names and Addresses of Donors Who Designate to BSA 42 Percent of Our United Way Funding is Donor
Designated Currently, We Don’t Get This Information
Phase-Out Terms
Can Inform Supporters and Stakeholders of the Phase-Out and Inform Them That They Can Continue to Support BSA by Designating Through United Way or Giving Directly
Immediate Action Plan
Increase 2004 FOS (29 Percent) to Make Up the United Way Funding Loss Theme: “Be Prepared” Rallying Cry Is to Support BSA Who Has Stayed
True to Its Principles and Will Not Kowtow to United Way Pressures to Change
Contact Corporations to Be Listed in Their Employee In-House Charitable Giving CampaignDevelop Public Relations Plan
Public Relations Plan
Phase-Out of Relationship Press Releases Editorial Pages in Community Newspapers Direct Mail E-mail
Kicked Out of United Way Press Releases Ad in Newspaper Editorial Pages in Community Newspapers Develop Radio Spots Direct Mail, E-mail, etc.
Capitol Area Council’s Plan
Go for the Phase-Out
Be Prepared for the Kick-Out