Area 7Area 7Finance/FundraisingFinance/Fundraising

Break-out SessionBreak-out Session

October 2009October 2009

10.31/09 2

Finance / Fundraising Break-out SessionFinance / Fundraising Break-out Session

• Welcome / Session FocusWelcome / Session FocusJim WilsonJim Wilson

• Building a Council Fundraising PlanBuilding a Council Fundraising PlanCraig PolandCraig Poland

• BreakBreakAllAll

• Asset/Property Task ForceAsset/Property Task ForceJim / CraigJim / Craig

• Questions / DiscussionsQuestions / DiscussionsAllAll

What We’d Like to Do This Afternoon…..What We’d Like to Do This Afternoon…..

….Is Talk the Importance of Finance to a Council;

….Is Remind You of Some Key Finance Areas;

….Is Address Some Challenges and Issues;

….Is Share Some Best Practices;

….And Prepare for Solid 2010!!!

While Attempting to Address Any Concerns/Questions

10/31/09, 4

So, How Important is So, How Important is Finance?Finance?

On How Many of My 34Charts This Morning Did I

Refer to One of the “F” Words – Finance or Fundraising?

5/22/08, 5

5/22/08, 6

Regional Volunteer Committee StructureRegional Director

(McChesney)

AreaDirectors

Regional President

Wilson

Regional Executive VP

Smith

VP, Council Solutions

Lenrow/Borchard

Program Impact

Cline/Borchard

Membership Initiatives

Grogg/Shepard

LeadershipDevelopment

Schroeder/Fullman

Finance Impact

Landi/Poland

Alumni Relationships NESA/Scholarships

Berg/Fullman

EndowmentDussing/Gardner

VP, Outdoor Adventure

Barbieri/Fullman

2010 JamboreeKriebel/Wiley

Outdoor Program Support

Bast/Fullman/Shepard

Order of the Arrow

Bain/Fullman

VP, MarketingSadock/Poland

Media Solutions

Oscarson/Poland

100th AnniversaryWest/Shepard

Good Turn for America

Sloan/Shepard

Special Committees

NominatingClark/Borchard

Trust FundSantoro/Borchard

MembershipStandards

Braxton/Borchard

Ad Hoc Committees

InternationalPyfer/Wiley

Learning for Life

Palmer/Shepard

Awards & Recognitions

Kernan/Kadel

Area Presidents

Regional Commissioner

Butler

Area Commissioners

Volunteers and Staff Advisors

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Area Organization Structure

AreaDirector

AreaPresident

VP, Administration/

Leadership

CouncilLiaisons

Charter Review Chair

Key Leadership Forum Chair

VP, Council Solutions

Program Support Chair

Leadership Development

YLT/Wood Badge Chair

Membership Chair

FinanceChair

Endowment Chair

VP, Outdoor Adventure

National and International

Jamborees Chair

Outdoor Program Support/Camp

Visitations Chair

Order of the Arrow

Section Advisor

VP, Marketing

100th

Anniversary Chair

Good Turn for America Chair

Ad Hoc Task Forces / Groups

(As Req’d)

Area Commissioner

Goals (Sort and Long Term)• More Centennial Quality Units, Districts, Councils, Areas, and Regions • Membership, membership, membership! (Youth and adults) • Retention, retention, retention! (Youth, adults, and units)• Financial stability and funding of councils and programs • Getting “Scouting is a Business” message across to leadership teams

Priorities• Marketing/Communications for successful councils• Best Council practices in Membership and Finance• Adult volunteer recruitment and retention• Commissioner Service focus• 2010 Celebration plans and ideas• Council Facilities and Asset Task Force results • Tracking and trends for councils (10 year window)• Region-wide Key 3 leadership focus and concept buy-in• Charter Review process and importance

10/31/09, 8

NER Goals & PrioritiesNER Goals & Priorities

HighlightsHighlights / Challenges / Challenges

• Financial Market Impacts Being Felt by Local Councils• May Not Be a Great as Initially Forecast, But Still There• Benefit/Need of Having Large Endowment with Prudent

Asset Allocation Model & Reasonable Spending Policy Being Understood

• Tough Business Decisions Need to Be (and Are Being) Made• Council Mergings, Where Most Appropriate• Closing of Several Historic and Aging Scout Camps

• Council Property/Asset Management Issues Being Addressed

• Reduced Emphasis on LFL Membership Accounting• LFL Should Not Be Considered “Discretionary”

10/31/09 10

Council Performance - Myths or Facts ?Council Performance - Myths or Facts ?

• Increasing the total # of youth in Scouting equals strong membership health

• A balanced annual operating budget equals strong financial health

• Larger Councils (Members and budget) are more likely to be successful

• Better and more camping facilities leads to increased camp attendance

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Council Performance - Myths or Facts ?Council Performance - Myths or Facts ?

• A 1:3 commissioner to unit ratio equals better unit retention

• Most council camping facilities have a positive impact to the council budget

• Councils with higher percentages of trained leaders have higher youth retention

• Effective Boards have low turnover rates

What Appears to Be WorkingWhat Appears to Be Working

• Empowering Council Leadership Model with Full Engagement of Volunteers

• Realistic and Grounded Strategic and Business Plans with Focused Discipline on Key Performance Indicators

• Effective Internal and External Communication Strategies

• Unit Health Focused Business Model

Traps to AvoidTraps to Avoid

• Borrowing Before Building

• Managing the Structure – Not the Results

• Scout Executive Dominated Decision-Making Process

• High Camping Facility Subsidies

• Poor Staff to Total Available Youth Ratios

• Protecting the Status Quo

• Gimmick-based Fundraising

A Couple of QuestionsA Couple of Questions• How many of you plan to attend (would like an invitation)

to the Gala 2010 event?– Black Tie, Feb 9, 2010, National Building Museum, Wash, DC

• Does anyone still need a 2010 NSJ position?

• How many know of Northern Tier High Adventure Base?– The 3rd, and lesser known, National HAB facility– Need to let Councils know of there is available space– 2nd Annual Wilderness Fishing Invitational, 6-10 Sep 2010

• What about the BSA Commingled Endowment Fund, LP?

• And what other “big deals” do we need to address?

10/31/09, 15

OK, So Let’s Talk Some Key OK, So Let’s Talk Some Key Finance Areas, and Some Finance Areas, and Some Challenges and Issues!!Challenges and Issues!!

There’s Good News and There’s Good News and There’s Bad News!There’s Bad News!

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The Good News!!The Good News!!• There are NO Councils in Area 7 That Still Need to

Complete and File a 2008 Council Audit

• Councils Have Held Some Great Fundraising Events Across the Region and Area

• Council Leadership Teams are Getting The Message That Scouting is a Business

• The National Finance Impact Team Is Putting Out Some Great Helps for Councils

• Updated website – www/scouting.org/finance impact• Finance Impact e-letter• Key Indicators Report• Local Council Accounting Manual• 2010 FOC Campaign Manager’s Manual• Financially Sustainable Council Plan Training and Support• Capital Campaign Feasibility Study Capability

10/31/09, 17

The Bad (Or The Bad (Or Not-So-GoodNot-So-Good) News!!) News!!

• The Economy and Current Financial Markets are Unstable

• Of the Nine Area 7 Councils, Today’s Data Would Suggest that 7 of the 9 will Have a Year-end Deficit

• A Stoplight Chart of Key Financial Indicators Projects Far Too Many Issues for Area 7 Councils

• Council Leadership Teams are Not Taking Advantage of National/Regional/Area Financial Support and Assistance

OK, That’s Enough Bad News!!

5/22/08, 18

Key Financial Indicators SummaryNER Area 7

5/22/08, 19

2009 Year-End Operating Surplus/Deficit ReportFrom Data as of 28 August 2009

10/31/09, 20

OK, So What Can We Do to OK, So What Can We Do to Ensure Our Councils Are Ensure Our Councils Are Financially Stable AND Financially Stable AND

Viable??Viable??

Any Ideas??

10/31/09, 21

Questions?? Comments??Discussion??