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Private Sector, Non-Profit Impact Project SM SD-1 V 13.2.a Goals For Life and International Performance Group, Ltd. The Private-Sector, Non-Profit Impact Project Copyright © 1996-2013 International Performance Group, Ltd.

IPG-Goals-For-Life-Fundraising-2013-02-a

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This is a short fundraising presentation designed by International Performance Group, Ltd. (IPG) for the Non-Profit Goals For Life (GFL). The presentation focuses on IPG's new Private Sector, Non-Profit Impact Project that is a collaborative effort to increase the Operating Profits at the Private Sector Company Partners of GFL in order to enable them to send a donation stream to GFL and their work with at-risk youth. IPG Contact: Jim Roncevich - [email protected] - 303.549.5051

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Page 1: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-1V 13.2.a

Goals For Lifeand

International Performance Group, Ltd.

The Private-Sector,Non-Profit Impact Project

Copyright © 1996-2013 International Performance Group, Ltd.

Page 2: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-2V 13.2.a

International Performance Groupis 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 ofInternational Performance Group, Ltd. (IPG)

Page 3: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-3V 13.2.a

Overview – Goals For Life (GFL)

Realities of Social Responsibility Optimizing GFL’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 each PS Co Partner: $750,000 over 5

years

Creating PS Co Partner Surplus Profits Getting Started

Page 4: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-4V 13.2.a

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

Page 5: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-5V 13.2.a

Optimizing GFL’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 GFL is the primary relationship manager with the PS Co

Partner IPG works on a contingent-performance model

– This mitigates the PS Co Partner’s normal fixed consulting fee expense

risks (e.g. 6 or 7 figure retainers, regardless of the results, are often

charged)

Page 6: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-6V 13.2.a

How It Works – The Process(New Donation Channel, Not a Replacement)

IPG provides training and support to GFL IPG helps GFL 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

GFL introduces the PS, NP Impact Project to potential

PS Co Partner Divisions, Functional areas,

Geographical locations, etc. GFL 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

Page 7: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-7V 13.2.a

How It Works – The Process(New Donation Channel, Not a Replacement)

GFL and IPG jointly present to potential PS Co Partners– These are to secure agreements for assessments or projects– GFL 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 GFL 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% - GFL: 25% - IPG: 25%• Year #2: PS Co: 80% - GFL: 20% - IPG: 0%• Year #3: PS Co: 85% - GFL: 15% - IPG: 0%• Year #4: PS Co: 90% - GFL: 10% - IPG: 0%• Year #5: PS Co: 95% - GFL: 5% - IPG: 0%

Page 8: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-8V 13.2.a

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

GFL and IPG jointly deliver the Assessment results– GFL presents to the PS Co Partner, specifically what GFL will do with

the new forecasted Donation Streams

Page 9: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-9V 13.2.a

How It Works – Post-Implementation

25%50% 25%Year #1

Year #2

Year #3

Year #4

Year #5

Year #6+

- 0 -

- 0 -

- 0 -

- 0 -

80% 20%

85%

90%

95%

15%

10%

5%

PS Co GFL IPG

- 0 -98% 2%

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 GFL and IPG. The new Operating Profit increases are recommended to be allocated as follows: (GFL is free to negotiate a higher /

different donation stream with the PS Co Partner)

Page 10: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-10V 13.2.a

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 GFL

25%Year #1

Year #2

Year #3

Year #4

Year #5

Year #6+

20%

15%

10%

5%

2%

$250,000

$200,000

$150,000

$100,000

$50,000

$20,000

$250,000

$450,000

$600,000

$700,000

$750,000

$770,000

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

$2,500,000

$4,500,000

$6,000,000

$7,000,000

$7,500,000

$7,700,000

Page 11: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-11V 13.2.a

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

Page 12: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-12V 13.2.a

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• [email protected] – 720.990.0235

– Jim Roncevich - President• [email protected] – 303.549.5051

– Izabela Lundberg – Chief Distribution Officer• [email protected] – 720.371-3688

– Tom Cotner – Chief Marketing Officer• [email protected] – 303.968.9095

Page 13: IPG-Goals-For-Life-Fundraising-2013-02-a

Private Sector,

Non-ProfitImpact

Project SM

SD-13V 13.2.a

Thank you – Next Steps

“It is always the start

that requires the greatest effort.”

James Cash Penney