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1 Social Investing & Business: Social Investing & Business: Can you afford NOT to do it? Can you afford NOT to do it? Casey Rogers, Janis Minton Consulting Casey Rogers, Janis Minton Consulting Lee Schwing, CIO, CTO, & Senior IT Executive Lee Schwing, CIO, CTO, & Senior IT Executive IMPACT Roundtable Presentation IMPACT Roundtable Presentation July 10, 2009 July 10, 2009
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Social Investing Presentation Impact Roundtable

Jun 20, 2015

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Page 1: Social Investing Presentation Impact Roundtable

1

Social Investing & Business:Social Investing & Business:

Can you afford NOT to do it?Can you afford NOT to do it?

Casey Rogers, Janis Minton ConsultingCasey Rogers, Janis Minton Consulting

Lee Schwing, CIO, CTO, & Senior IT ExecutiveLee Schwing, CIO, CTO, & Senior IT Executive

IMPACT Roundtable PresentationIMPACT Roundtable Presentation

July 10, 2009July 10, 2009

Page 2: Social Investing Presentation Impact Roundtable

The Third SectorThe Third Sector

__ 501c3 501c3 –– Tax Exempt Organizations Tax Exempt Organizations

!! GrantseekingGrantseeking and and GrantmakingGrantmaking entities entities

__ Charity vs. Strategic PhilanthropyCharity vs. Strategic Philanthropy

!! Fill gapsFill gaps

!! Fund innovationFund innovation

__ Corporate Social InvestingCorporate Social Investing

!! Invest in community with benefit to corporationInvest in community with benefit to corporation

!! E.g., Aerospace & math and science curriculumE.g., Aerospace & math and science curriculum

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Page 3: Social Investing Presentation Impact Roundtable

What Social InvestorsWhat Social Investors

Should Look For:Should Look For:

__ Meeting a NeedMeeting a Need

__ Strong LeadershipStrong Leadership

__ Financially SoundFinancially Sound

__ Board Strength and CommitmentBoard Strength and Commitment

__ Measure ImpactMeasure Impact

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Page 4: Social Investing Presentation Impact Roundtable

Women for Women InternationalWomen for Women International

__ NEED: 1993 NEED: 1993 –– rape used as tool of war in Bosnia; rape used as tool of war in Bosnia;

women needed to rebuild their liveswomen needed to rebuild their lives

__ LEADERSHIP: LEADERSHIP: ZainabZainab SalbiSalbi

__ FINANCES: FY05 $12 M budget; 70% individuals,FINANCES: FY05 $12 M budget; 70% individuals,

20% grants, 10% program revenue20% grants, 10% program revenue

__ BOARD: Governing and Advisory (100% give)BOARD: Governing and Advisory (100% give)

__ IMPACT: $24 M loaned to 55,000 women in 10IMPACT: $24 M loaned to 55,000 women in 10

countries = 300,000 beneficiariescountries = 300,000 beneficiaries4

Page 5: Social Investing Presentation Impact Roundtable

IMPACTIMPACT

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Page 6: Social Investing Presentation Impact Roundtable

HereHere’’s What Matters:s What Matters:

How You Give, Not How MuchHow You Give, Not How Much

__ With every investment, there should be:With every investment, there should be:

!! Passion for the causePassion for the cause

!! Involvement with the organizationInvolvement with the organization

!! Desire to be educated about the issuesDesire to be educated about the issues

!! Willingness to be an advocateWillingness to be an advocate

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Page 7: Social Investing Presentation Impact Roundtable

A Closer Look: IndiaA Closer Look: India

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Page 8: Social Investing Presentation Impact Roundtable

Third Millennium

Awakening

Clean Water Project 2009Clean Water Project 2009

NimboliNimboli, India, India

Page 9: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 9

Mission StatementMission Statement

__Third Millennium Awakening (TMA) Third Millennium Awakening (TMA) is ais a501(c)3 nonprofit corporation dedicated to501(c)3 nonprofit corporation dedicated touplifting the quality of life in impoverisheduplifting the quality of life in impoverishedareas of the Thane District, Maharashtra State,areas of the Thane District, Maharashtra State,India.India.

__Our goal: Our goal: offer human and materialoffer human and materialresources to help alleviate the oppressiveresources to help alleviate the oppressiveburdens of hunger, poverty, and disease, and,burdens of hunger, poverty, and disease, and,in doing so, bring hope and inspiration toin doing so, bring hope and inspiration toindividuals and communities.individuals and communities.

Page 10: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 10

TMA HQ in IndiaTMA HQ in India

Nimboli VillageThane District

Maharashtra State

Page 11: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 11

Best PracticesBest Practices

__ Needs assessmentNeeds assessment

__ Project planProject plan

!! Use of local resourcesUse of local resources

!! Education of villagersEducation of villagers

!! Evaluation of projectEvaluation of project

__ SustainabilitySustainability

Page 12: Social Investing Presentation Impact Roundtable

NEEDS ASSESSMENTNEEDS ASSESSMENT

Third Millennium Awakening at TMASeva.org 12

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Third Millennium Awakening at TMASeva.org 13

Needs AssessmentNeeds Assessment

__ 21% of communicable diseases in India are21% of communicable diseases in India are

related to unsafe drinking water.related to unsafe drinking water.

__ In India, diarrhea alone causes more than 1600In India, diarrhea alone causes more than 1600

deaths each day and approximately 400,000deaths each day and approximately 400,000

deaths in children under 5 each year.deaths in children under 5 each year.

__ Doctors (both private and governmental) in theDoctors (both private and governmental) in the

NimboliNimboli area confirmed that diarrhea and other area confirmed that diarrhea and other

waterborne disease run rampant throughout thewaterborne disease run rampant throughout the

countryside.countryside.

Page 14: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 14

Providing Pure Water HelpsProviding Pure Water Helps……

__ Decrease infant mortalityDecrease infant mortality——giving babies agiving babies a

chance to grow up.chance to grow up.

__ Increase school attendanceIncrease school attendance——helping childrenhelping children

escape from poverty.escape from poverty.

__ Enable adults to maintain jobsEnable adults to maintain jobs——providingproviding

adequate income for families.adequate income for families.

__ Reduce incidence of diarrhea inReduce incidence of diarrhea in

elderselders——preventing untimely deathspreventing untimely deaths

Page 15: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 15

NimboliNimboli Sources of Drinking Water Sources of Drinking Water

__ Tap water availableTap water available

for 1 hour dailyfor 1 hour daily

__ The riverThe river

__ Contaminated wellsContaminated wells

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PROJECT PLANPROJECT PLAN

Third Millennium Awakening at TMASeva.org 16

Page 17: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 17

Project PlanProject Plan

Three-pronged project plan:Three-pronged project plan:

__ Educate villagers on importance of cleanEducate villagers on importance of clean

drinking water and good hygienedrinking water and good hygiene

__ Provide Provide biosandbiosand water filters to families and water filters to families and

institutionsinstitutions

__ Conduct pre and post surveys to determineConduct pre and post surveys to determine

effectiveness of programeffectiveness of program

Page 18: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 18

EducationEducation

TMA provides education on clean water andTMA provides education on clean water and

hygiene at the individual and group levels.hygiene at the individual and group levels.

__Flyers are distributed discussing the importance ofFlyers are distributed discussing the importance of

drinking clean water.drinking clean water.

__Meetings are held with groups of villagers toMeetings are held with groups of villagers to

provide information on the importance of pure waterprovide information on the importance of pure water

and good hygiene.and good hygiene.

__At least one member of a family receiving a filter isAt least one member of a family receiving a filter is

instructed on filter use and maintenance as well asinstructed on filter use and maintenance as well as

proper water storage.proper water storage.

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Third Millennium Awakening at TMASeva.org 19

BiosandBiosand Water Filter Water Filter

__ Appropriate for home useAppropriate for home use

__ Locally produced usingLocally produced using

materials that are readilymaterials that are readily

availableavailable

__ Inexpensive to make and costInexpensive to make and cost

nothing to operatenothing to operate

__ Require very little maintenanceRequire very little maintenance

__ Highly effective at eliminatingHighly effective at eliminating

water impuritieswater impurities

Page 20: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 20

BiosandBiosand Water Filter Water Filter

The filter is simply aconcrete container,

enclosing layers of sandand gravel which trap

and eliminate sediments,pathogens and otherimpurities from the

water.

Page 21: Social Investing Presentation Impact Roundtable

Production of FiltersProduction of Filters

__ ManufacturedManufactured

locally withlocally with

materials that arematerials that are

readily available.readily available.

__ All employees areAll employees are

residents of theresidents of the

NimboliNimboli area. area.

Third Millennium Awakening at TMASeva.org 21

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Production of FiltersProduction of Filters

Third Millennium Awakening at TMASeva.org 22

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Third Millennium Awakening at TMASeva.org 23

Distribution of Filters

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Water Filter FamiliesWater Filter Families

Nimboli, IndiaThird Millennium Awakening at TMASeva.org

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Third Millennium Awakening at TMASeva.org 25

Measuring Impact of ProjectMeasuring Impact of Project

__ Pre and post surveys are conducted askingPre and post surveys are conducted asking

questions about health (pre & post) andquestions about health (pre & post) and

filter use (post only).filter use (post only).

__ Analysis of data on first 70 filters indicatedAnalysis of data on first 70 filters indicated

a significant decrease in the incidence ofa significant decrease in the incidence of

diarrhea and other waterborne diseases.diarrhea and other waterborne diseases.

Page 26: Social Investing Presentation Impact Roundtable

Third Millennium Awakening at TMASeva.org 26

Responses to Clean DrinkingResponses to Clean Drinking

WaterWater

__ River water is always muddy and dirty butRiver water is always muddy and dirty but

after after filterizationfilterization, water convert into safe,, water convert into safe,

crystal clear like mirrorcrystal clear like mirror……

__ We get clean, clear, sweet, chilled, pureWe get clean, clear, sweet, chilled, pureand safe water as compared to publicand safe water as compared to public

outdoor tap and river water.outdoor tap and river water.

__ Filter is like round oFilter is like round o’’clock doctor who saveclock doctor who save

us from waterborne disease.us from waterborne disease.

Page 27: Social Investing Presentation Impact Roundtable

SUSTAINABILITYSUSTAINABILITY

Third Millennium Awakening at TMASeva.org 27

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Fire Mountain Retreat CenterFire Mountain Retreat Center

Third Millennium Awakening at TMASeva.org28

In 2007-2008, TMA built the Fire Mountain RetreatIn 2007-2008, TMA built the Fire Mountain Retreat

Center in Center in NimboliNimboli India. The Center has space for India. The Center has space for

30 people in its main building while a small house30 people in its main building while a small house

can be used for the group leader.can be used for the group leader.

The jewel of the Retreat Center is a geodesicThe jewel of the Retreat Center is a geodesic

dome thatdome that’’s useful for meetings, s useful for meetings, HathaHatha Yoga Yoga

practice, and meditations. Proceeds from centerpractice, and meditations. Proceeds from center

rentals will be used to fund TMA projects.rentals will be used to fund TMA projects.

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Two-Story Main BuildingTwo-Story Main Building

Third Millennium Awakening at TMASeva.org29

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Geodesic Dome forGeodesic Dome for

MeetingsMeetings

Third Millennium Awakening at TMASeva.org 30

Small House forSmall House for

Group LeaderGroup Leader

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You can help themYou can help them……

Reach us atReach us at……..

Website: Website: tmaseva.orgtmaseva.org

e-Mail: [email protected]@tmaseva.com

Third Millennium Awakening at TMASeva.org 31

Page 32: Social Investing Presentation Impact Roundtable

A Closer Look: Los AngelesA Closer Look: Los Angeles

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Homeboy IndustriesHomeboy Industries

__ NEED: 1992; NEED: 1992; ““Jobs Not JailJobs Not Jail””

__ LEADERSHIP: Fr. Greg BoyleLEADERSHIP: Fr. Greg Boyle

__ FINANCES: FY08 budget $9 M; 65%FINANCES: FY08 budget $9 M; 65%

individuals and grants, 25% earned income,individuals and grants, 25% earned income,

10% other10% other

__ BOARD: Business and communityBOARD: Business and community

__ IMPACT: 12,000 served annually, 2/3 gangIMPACT: 12,000 served annually, 2/3 gang

involved; jobs, mental health services, involved; jobs, mental health services, tatootatoo

removal, etc.removal, etc. 33

Page 34: Social Investing Presentation Impact Roundtable

The Third Sector: 2009The Third Sector: 2009

__ Downsizing staff/services; needs increaseDownsizing staff/services; needs increase

__ Loss of foundation assets; giving decreasesLoss of foundation assets; giving decreases

__ Mergers and some non-profits closing their doorsMergers and some non-profits closing their doors

__ Time for innovationTime for innovation34

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Responding to Social NeedsResponding to Social Needs

in the Current Climatein the Current Climate

__ CommunicateCommunicate

__ Be CreativeBe Creative

__ Power of the IndividualPower of the Individual

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Page 36: Social Investing Presentation Impact Roundtable

Thank YouThank You

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Page 37: Social Investing Presentation Impact Roundtable

Contact Information:

_ Casey Rogers:[email protected], 310-829-4771

_ Lee Schwing:[email protected], 310-569-7108