Community Shares of Colorado, Inc.

Strategic Priorities: 1. Exceeding Donor Expectations 2. Increase Value-Add and ROI for Member Nonprofits 3. Essential Value for Worksite Partners 4. Social Justice through Social Responsibility 5. Focused Organizational Infrastructure Investment Guiding Principles: Choice in Giving-we believe that individuals should decide what they wish to support Local Significance-we believe in the capacity and vitality of local nonprofit organizations that address issues of concern affecting Colorado Membership Diversity-we believe that including a broad spectrum of nonprofit organizations in our membership best serves our community Financial Clarity-we believe that organizational efficiency and financial accountability provide the level of integrity that donors seek.

Goal #1: Essential Value for Worksite Partners -Become the market leader in corporate philanthropy customer satisfaction -Become a preferred philanthropic solutions provider for employers -Deliver customized philanthropic solutions that reflect each employer’s brand and goals. -Increase average participation rates at existing worksites -Increase donation amounts at existing worksites -Needs assessment with current partners to identify and provide additional services in support of increased philanthropic support of local nonprofits. Goal #2: Increase Value-Add and ROI for Member Nonprofits -Enhance access to educational trainings and networking opportunities with other nonprofit members. -Increase visibility of member nonprofits work for social change; quantify and report value of visibility efforts to membership -Overall growth of annual Community Giving Campaign reach -Re-evaluate and update business acquisition program -Increase participation in ELI Groups. -Increase ELI peer-group offerings to include new subject areas as requested by nonprofit professionals. -Expand ELI program into new regions as requested by nonprofit professionals. Goal #3: Focused Organizational Infrastructure Investment -Ensure we are using the best technical infrastructure solutions across organization needs. -Develop streamlined processes for best practices across organization. -Prioritize collaboration across internal teams and community partners -Identify opportunities for acquiring a long-term solution for new or existing online giving platform -Receive insight from our top campaigns to provide a customer-centric needs assessment Goal #4: Social Justice through Social Responsibility -Introduce Social Justice concept to new/existing worksite partners -Continue to develop and pilot CSR Solutions of Colorado with community partners. -Enhance workplace giving foundation to become year-round strategic consultative partners in corporate philanthropy, employee volunteer engagement, and employee giving. -Elevate our role in CSR by branding our services as a CSR solution to corporate partners -Leverage existing strengths and relationships to increase Community Shares’ earned revenue income through expanded service offerings. Goal #5: Exceeding Donor Expectation -Align our services, fees, and distribution structure with changing donor expectations -Continually increase our value-add for donors while consistently and compellingly demonstrating our value proposition. -Expand opportunities for and engage individuals to connect to Community Shares and philanthropy, empower and celebrate everyday philanthropists -Expand monthly giving program for individual donors; Increase sponsorship funding; Increase number of fundraising events annually.

Community Shares continues to find new ways to be adaptive in the changing landscape of philanthropy and the dynamic field of workplace giving. Over the course of the last year, we have really seen how our Community Giving Program is truly a direct service to our partner worksites, individual donors, and nonprofit members. We track our success through continued increase in visibility and access for our member nonprofits to local workplace giving programs, funds raised for our member nonprofits, and helping increase their capacity by providing general operating support. We recognize that we provide a valuable service to our business partners and their employees who want to support their local community through our Community Giving Program. This became especially apparent when several of our worksite partners asked Community Shares to expand the Community Giving Program to include a corporate match for employee hours volunteered, or “dollars for doers”. One of our largest private campaigns made this request in honor of their 40th anniversary. We created the infrastructure to meet their need and are now working to expand this service to other businesses.

1) The Community Giving Campaign is our primary service to our member nonprofit organizations and Colorado’s “everyday” philanthropists. We reach an audience of more than 250,000 employees in more than 130 workplace giving campaigns. We foster community involvement by educating Coloradans about the importance of becoming a part of the local culture of giving. 2) The Building Community Program leverages Community Shares’ relationships with charities, donors, and businesses to increase community participation, education, volunteerism, and philanthropy across the state. Our newest collaboration is the Colorado Collaborative for Nonprofits. bringing long-term cost reduction and partnership opportunities for participating organizations whose missions are to strengthen the infrastructure of the Colorado nonprofit community. 3) The Nonprofit Sustainability Program is key to strengthening the nonprofit sector and creating sustainable, mission-focused organizations that can best utilize the funds we raise. • Our Executive Leadership Institute hosts 50+ nonprofit professionals who meet to discuss leadership issues on a confidential, peer-to-peer basis. Community Shares serves as fiscal manager for PFC, CShares of Cincinnati, and Denver Employee Volunteer Organization. We provide governance evaluation and technical support to our members.