Lutheran Service Agencies and Lutheran Foundation

1
Welcome

• Lutheran Service Agencies andLutheran Foundation
  
• of St. Louis
• Partnering for Effective Collaborations

2
Todays Purpose of Meeting

• Update LFB on Lutheran Services Project
• Define Collaboration Funding Goals and
  Objectives
• Transparency of funding opportunities for
  Lutheran Service Agencies seeking collaborative
  funding

3
Lutheran Services Project

• Engaging 200 Board members, staff members,
  volunteers and donors, from 6 agencies, in an
  Appreciative Quest to Strengthen Services and
  Maximize Resources. Focusing On
• Governance / Administration
• Voluntarism
• Communication
• Funding
• Personal Interviews 5 Mini-retreats Board
  Meetings and a 2 Day Summit
• Mapping Agency Strengths
• Discovering Collective Visions for Collaboration

4
Agencies Identified- Missions, Strengths
Collaborative Desires

• Friends of Moms
• Lutheran Ministry Agency
• Council of Lutheran Churches

• Lutheran Family and Children Services
• Good Samaritan
• Partners in Urban Ministry

5
Definition of Collaboration

• Collaboration is a mutually beneficial and well
  defined relationship entered into by two or more
  organizations to achieve a common goals.

6
Lutheran Foundation Board Definition

• Two or more working together -9
• Streamline duplication -6
• Working to reach a goal-6
• Impact /numbers reached-4
• Finding a common ground/purpose-4
• Clarification and communication of purpose-2
• Stewardship/ improvement-2

7
Collaborative Benefits, as Defined by the
Lutheran Foundation Board

• Reduce Redundancy -8
• Greater Impact of Services -5
• Resources will stretch further-5
• More Effective / Stronger Agencies - 4
• Better Understanding of Agencies - 1

8
Definitions introduced to Agencies -Collaborate

• Collaborate- a very positive form of working in
  association with others for some form of mutual
  benefit

9
Definitions introduced to Agencies -Collaboration

• A specific breed of collaboration, the type that
  attempts to build some strength or capacity
  greater than that present in the partners as
  independent organizations.
• Enhance each partners ability to achieve their
  desired business or financial results.
• Sustainable gains in the ability to achieve
  desired goals in the long run.

10
Def. introduced to Agencies -Collaborative
Advantage

• is achieved when something unusually creative is
  produced- that no organization could have
  produced on its own and when each organization,
  through the collaboration is able to achieve its
  own objectives better than it could alone

11
Distinguishing the forms of collaboration
12
LSA Collaborative Priorities
13
Any Areas of Collaboration Off Limits to
Further Discussions?

• Mergers (Good Sam)
• The answer to this question depends on the
  definition one gives to collaboration. If this
  term means organic merger then it will not happen
  for PIUM. If it means engaging in cooperative but
  non-binding joint ministries and events, then it
  is most likely this WILL happen (PIUM Board
  Member)
• The only merger with PIUM that I see making sense
  would be with CLC as we are similar. The other
  agencies we will gladly collaborate with when
  ever possible. (PIUM Staff)

14
LFB Experience with Successful Collaborations
15
Lutheran Foundation BoardWildest Dream of
Collaboration
16
Activity Fundraising Objective - To Increase
Donations and Stewardship

• Tools
• Grant Writing (Corporate, Foundation, Government)
• Annual Drives
• Special Events
• Planned Giving / Endowments
• Strategies
• Merger
• Alliance/Partnerships
• Shared Services

17
What Makes a Good Collaborative Partner, as
defined by the LFB

• Assets / Strengths -7
• Different Strengths / Financially Secure
• Same Vision / Goals 5
• Same Values -5
• Honesty / Trust -3
• Integrity/Ethics -2

18
LSA Summit Collaborative Topics

• Friday 200 p.m. until 330 p.m.
• 1. Joint Purchasing Opportunities (Supplies,
  Health Insurance)
• 2. Grant Writing -Corporate, Government, Family
  Foundations
• 3. Communications Inter Agency -Written,
  Electronic Oral Referrals, Agency
  Needs for Clients, etc
• 4. Non-Profit Governance - Board Trainings,
  Other Trainings, Annual Meeting of All
  Boards

19
LSA Summit Collaborative Topics

• Saturday 845 a.m. until 1000 a.m.
• Shared Staffing Development, HR, Clerical,
  Financial Outsourcing
• Facility Sharing and Satellite Offices
• External Communications - Electronic, Written
  Oral Donors and General Public
• Funding from Individuals / Special Events

20
LSA Summit Collaborative Topics

• Saturday 1030 a.m. until 1130 a.m.
• Voluntarism (Recruitment, Training, Cross
  Training on all agencies
• Funding Options for Partners Who Collaborate
• Conversations with Congregations
• Technology - Website, electronic billing,
  financial recordkeeping, statistical software

21
Well defined forms of collaboration from the LFB

• The actions ( in what areas)
• The forms (what forms)
• The outcomes or goals

22
Big Questions

• Impact
• Model of Sustainability
• Survival
• Reaching back to the congregations

23
Activity Lutheran Foundation Funding

• What Incentive Funding Opportunities can the
  Lutheran Foundation of St. Louis offer these
  agencies to encourage and sustain these
  collaborative efforts for the next three years?
  What are the actions, hopes, and requests you
  have to move this collaborative effort forward?

24
Lutheran Services Summit

• Concordia Lutheran Church Dining Hall
• Friday, September 12th (830 400)
• Saturday, September 13th (830 100)
• PLEASE COME!