Presentation given at the NC/SC Library Fundraising Summit on May 15, 2015 in Charlotte, NC entitled "The Strategic Advantage." Presentation provided attendees with valuable information related to the strategic advantages of establishing an endowment for long-term organizational sustainability.

1. The
Strategic Advantage
Library Fundraising Summit
Charlotte, North Carolina
May 15, 2015
Developed and Facilitated By:

2. The Big Picture
1,561,780+ Tax-Exempt (Nonprofits)
966,711– Public Charities
98,671 – Private Foundations
496,398 – Other 501-c’s
$1.5 Trillion in
Revenue
13 Million
Employees
61 Million
Volunteers5.5% of GDP
9% of
Economy’s
Wages
10% of Jobs

3. 2013 contributions: $335.17 billion by source of
contributions
(in billions of dollars – all figures are rounded)
SLIDE CAN’T BE DUPLICATED –
SOURCE: GIVING USA

4. Economic Engine in the Social Sectors*
American
Cancer
Society
Special
Olympics
Small Local
Church
Teach
For America
Charitable
Donations &
Private
Grants
High
Low
Business Revenue
Low High
Nature
Conservancy
Mega
Church
Girl Scouts
Local Council
NYC
Opera
Harvard
College
Private
Schools
Share our Strength
Boys & Girls
Clubs
Charter Schools
K-12 Public
Schools
NASA
EPA
NYPD
Mayo
Clinic
Red
Cross
Goodwill
Industries
UC
Berkeley
Northwestern
Memorial
Hospital
I
II III
IV
*Jim Collins- Good To Great
and the Social Sectors

5. Cycle of Sustainable Performance
Funders/Donors
who provide
opportunities
and rewards to
Organizations
who deliver
value at an
economic cost
to
Beneficiaries
whose benefits
provide
psychological
and other
returns to
-Robert M. Sheehan Jr., Mission Impact

6. The Stages of Development
Forming
 Transition from individual to member status; explore boundaries of group.
 Testing the leader’s guidance both formally and informally
Storming
 Difficult time for a team; resist collaborating with other team members.
 Groups debate about the approach and actions they need to take.
Norming
 Members reconcile competing loyalties and responsibilities.
 Team ground rules (or “norms”) are accepted; Begin to assist one another.
Performing
 Members have discovered/accepted each other’s strengths and
weaknesses.
 Relationships and expectations are clear.

7. The Stages of Development
Performance
Time
FORMING
STORMING
NORMING
PERFORMING

8. The Stages of Development
Performance
Time
FORMING
STORMING
NORMING
PERFORMING

9. Strategic Direction
VISION
MISSION
VALUES VALUES

10. NEXT STEPS

11. Thank You.
@charlesweathers
www.weathersgroup.com
803.400.1991 (Ph) * info@weathersgroup.com