IMPACT A N N U A L M E E T I N G

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1 IMPACT A N N U A L M E E T I N G

2 WELCOME TO NYC!

3 R E F L E C T I O N O N 2 5 Y E A R S O F S U M M E R S E A R C H : W e l c o m e h o m e

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5 All happy families resemble one another, each unhappy family is unhappy in its own way. Leo Tolstoy

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8 The holidays are coming

9 Watch this video here

10 Topics to cover today CARE student selection, capitol, boys COURAGE millennials and today s colleges, new brain research COMMITMENT communication patterns, safety

11 S U M M E R S E A R C H

12 Role playing for donors S U M M E R S E A R C H

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15 Sasha Watch this video here

16 T h a n k y o u. To learn more about Summer Search, please visit summersearch.org 16

17 2015 Summer Search Sizzle Reel Watch this video here

18 B U I L D I N G O U R F O U N D A T I O N F O R N E X T 2 5 Y E A R S O F I M P A C T

19 Your data suggest a strong automatic preference for European American compared to African American.

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21 When The Media Treats White Suspects And Killers Better Than Black Victims White suspect: Black victim:

22 #iftheygunnedmedown What photo would they use?

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24 M A L E S O F C O L O R : C h a n g i n g t h e N a r r a t i v e

25 Keynote: Changing the Narrative Shawn Dove, CEO, Campaign for Black Male Achievement Shawn has served as CEO for the Campaign for Black Male Achievement (CBMA) since January He joined the Open Society Foundations (OSF) in May 2008 to launch and lead the Campaign for Black Male Achievement. He created the Institute for Black Male Achievement (BMA), which is a national network designed to strengthen the infrastructure and impact of the BMA field. Before joining OSF, Shawn served as Director of Youth Ministries for First Baptist Church of Lincoln Gardens. He also served as Vice President for MENTOR/National Mentoring Partnership, where he was responsible for the leadership and management of The Mentoring Partnership of New York (MPNY).

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29 Flame On!

30 Nothing Changes Until Someone Becomes Obsessed!

31 What Winning Looks Like?

32 What Winning Looks Like?

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34 Leaders imagine an inspiring future and strive to shape it rather than passively watching the future happen around them. Heroes extract gold from the opportunities at hand rather than waiting for golden opportunities to be handed to them. Chris Lowney, Heroic Leadership

35 T h a n k Y o u. To learn more about Summer Search, please visit summersearch.org

36 Panel Discussion: Changing the Narrative Panelists: Kendyl Cherry Summer Search NYC Parent Cyrus Garrett Executive Director, NYC Young Men s Initiative Donald Ruff Director of Strategic Partnerships & College Planning, Eagle Academy Foundation Summer Search Referral Partner Robin White NYC Area Manager of External Affairs, AT&T Moderated By: Jabali Sawicki Instructional Designer, Zearn Summer Search Alumnus and National Board Member

37 U P D A T E S F R O M T H E A L U M N I N E T W O R K

38 Alumni Data & Communications Alumni Professional Data Records Employment Data 1127 Industry 993 LinkedIn Profile

39 Alumni on Boards in 2015 Sasha Kovriga San Francisco and National Jabali Sawicki National Niles Lichtenstein San Francisco Bao-Tram Do Seattle Alex Constantin New York City Antonio Gutierrez Boston Hermese Velasquez Boston Denise Bekler Boston Board of Overseers Alejandro Heredia-Santoyo Boston Board of Overseers Eliot Enriquez North Bay In 2014, five alumni served on the national and local boards.

40 Alumni Philanthropy Donors Dollars $140,000 $120,000 $123, $100, $80,000 $60,000 $40,000 $61, $20, $0 FY14 FY15 FY14 FY15

41 FY16 A Look Forward Formalize employment data collection; launch pilot partnership with LinkedIn. Host events in our local sites, building on the momentum of the Alumni Summit & Leadership Conference, with a focus on hard & soft leadership skills. Increase alumni philanthropy both donors and dollars through the Alumni Donor Society. Co-create the next 3 year vision statement for the Alumni Network, in partnership with alumni, board members, and staff.

42 F U N D I N G O U R F U T U R E : W h a t s N e x t f o r D e v e l o p m e n t

43 Two years ago

44 Building A Culture Of Philanthropy 1. Fundraising 2. Volunteer Leadership 3. Staff and Infrastructure

45 4 Elements To Funding Growth 1. Acquire donors 2. Retain and renew them 3. Upgrade donors 4. Secure a planned gift to perpetuate the donor s support into the future

46 What is Planned Giving?

47 Planned giving: Is a major gift made in lifetime or at death as part of a donor s overall financial and estate planning. Enables donors to make larger gifts than they could make from their income alone. Is about relationships, not technical tax planning expertise. Is an opportunity to tap into the $41 trillion intergenerational wealth transfer forecast by 2050.* *

48 Planned giving is NOT: A trade-off for present fundraising efforts. It elevates current conversations with donors, resulting in larger blended gifts. We need all wheels turning. Limited to deferred revenue.

49 TOP 10%? TOP 1%?

50 1 S U M M E R S E A R C H

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52 Donor benefits Maximize giving; satisfaction of investing in a worthy cause Tax savings Income Capital gains Estate/gift Combine charitable goals with financial planning

53 Benefits To The Organization Planned gifts tend to be large gifts May be used as a basis for future financial planning Often leads to increased future gifts through donor s additional estate and charitable planning Frequently have promotional value

54 Start simple. Layer as we go. Stock gifts Bequests Retirement plans, IRA distributions

55 So Now What? 1. Case for Support: link to Strategic Plan 2. Education Leadership, Board, staff Annual Meeting 2015: Funding Our Future 3. Gift Acceptance Policy Board-approved 4. Marketing Develop prospect list Design Bequest Intention Form Promote planned giving through donor testimonials; leverage existing materials S U M M E R S E A R C H

56 Introducing: The Summit Society

57 Planned giving is a marathon, Not a sprint!

58 T h a n k Y o u. To learn more about Summer Search, please visit summersearch.org

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60 T R A N S I T I O N T O B R E A K O U T S E S S I O N S : ( T a k e e s c a l a t o r u p t o l o b b y l e v e l, t h e n t a k e e l e v a t o r s u p t o y o u r f l o o r ) 24 th Floor Room 2418/2419: Summer Experiences: Walking in the Shoes of Our Students 29 th Floor Room 2906: Deep Dive on Our Core Program 29 th Floor Room 2909/2910: Board on Fire: Seattle s Best Practices for Fundraising