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HomeMy WebLinkAboutCOM 0126.004 2002-2004 FRFDC.HOLSCHUH,M.D. ~,Gp.".x,~ Tcl: (80S)9G1-8264 Council Member ° Fax: /808 961-8912 ~Jie} l If y e r ~h oi'wi'M , HAWAl7 COUNTY COUNCIL County q/~ilawai'i llcnrui'i County 6uilclin~ 2J Aupani S/rce[ Hdo, Hawaii 96720 April 15, 2003 TO: James Y. Arakaki, Chair, and Council Members r~-'~ FROM: Fred C. Holschuh, M.D., Chair Human Services & Economic Development Committee SUBJECT: Comments on FY2003-04 Nonprofit Funding Recommendations For your reference and for those nonprofit agency representatives joining today's meeting of the Human Services and Economic Development Committee, [wish to circulate a copy of my remarks below and some attached material concerning S. Sanae Tokumura, ACFRE, APR, and her background in nonprofit fundraising work. Thank you for your consideration of this material. Good morning. Thank you all for being here today. Many thanks to my colleagues who took part in a site visit and the many interviews conducted over the course of two days and to the Finance Department for their review. [ want to especially thank the members of the nonprofit working group that attended all the interviews and worked to finalize the recommendations that are before you today. All the applicants have received my communication dated March 28, 2003 outlining our committee's funding recommendations. The working group was made up of Councilman Bob Jacobson, committee vice chair, and the following staff from the Legislative Auditor's Office: Susan Caseria, Donald Ikeda and Rory Flynn. A huge mahalo goes out to all the nonprofit agencies for the tremendous and valuable work they do in our community. Briefly, 1 wish to summarize the recommendations and comment on its rationale. Essentially, I am recommending status quo appropriations to those agencies and programs that have received county support in past years. In part, this is meant to contribute some measure of stability to our island's safety net. But, in proposing broad continuance of funding, I also wish to pave the way for change, much of it long overdue. Comm. No. 1 Ref. T~ras~nteo Ref. Dote APR j 5 2~U3 Our Council first adopted its grant-giving ordinance in 1982. Over the years that ordinance has been amended and the Council has greatly diversified its award of grants. Whereas HCEOC was once the primary beneficiary of the county's grant-giving, today a wide range of agencies and programs receive support. Today, I am recommending that our $900,000 allotment be dispersed among some 42 programs. These programs represent a broad spectrum of services -transportation, homeless and battered women shelters, drug treatment and intervention, youth recreation, elderly day care, our food bank, help for children and family members who are victims of violence, health prevention efforts aimed at AIDS and diabetes, residential and day care for the disabled, and many other programs. Throughout our many interviews with applicant agencies, we heard firsthand about the duress and urgency of health and social problems that beset our community. Foremost among these is the "ice (crystal methamphetamine) epidemic." The dimensions of this problem are staggering. We heard that Child Protective Services has taken custody of over 1,500 children on this island due to parental drug abuse. In whole or in part, some 10 programs address the ice issue through direct treatment or prevention work. These include BISAC, Bridge House, Kapiolani Child Protection, the Salvation Army, the YWCA Ekahi program, Boy's & Girl's Club, YMCA Youth-at-Risk program, and Family Support Services of West Hawaii. The sum of monies proposed to fund these programs totals $292,500. Still other programs provide services that, in part, attempt to "pick up the pieces" of all the damage associated with the ice problem. These include the Children's Justice Centers, Turning Point for Families, Bay Clinic, the SAVE program, Child & Family Service, and the Office of Social Ministries Care-A-Van. The sum of monies directed to these agencies totals $160,000. In short, over half of our $900,000 in nonprofit appropriations is committed to agencies and programs on the front lines of treatment, prevention and crisis care associated with ice users and their family members. The lesson in this is clear: our annual nonprofit budget, by itself, is not enough. That is why Mayor Kim's initiative to secure over $4 million in federal funding is a welcome development. That is why the efforts of our Police Department and Prosecutor's Office are so crucial. It is critical for us to tackle problems with a keen sense of our own limitations. The County of Hawaii has no Department of Health or Human Services. Kauai County and the City of County of Honolulu make no grant appropriations to nonprofit providers whatsoever. Why? Because these are state functions. Certainly, our charitable county grant-giving makes a contribution, but it is dwarfed by state spending and, more importantly, state responsibility. I propose that we are overdue for thinking strategically. That is why I have made four specific recommendations in my transmittal of funding recommendations. The first is this: that we identify those programs that are funded primarily through state purchase of service contracts and, if they are underfunded, make known our support for full and necessary funding by the Legislature. We can be advocates, not merely funders. The second is that we sponsor a training in fund-raising skills for the many agencies throughout our island. Specifically, I propose that we re-appropriate $2,000 from the $9,900 refunded by Kapiolani Medical Center in October last year for this purpose. Attached for your consideration is a bio and resume of our state's only certified nonprofit fundraising professional, S. Sanae Tokumura. She has assisted with major capital fund drives statewide, including the new Hilo Hospice. [think her dynamic leadership in the nonprofit sector could help many of our grantees to raise their fund-raising prospectus. Let's help them do that. Third. 1 propose that we solve a longstanding problem with respect to county funding of HCEOC transportation services. Half of their support comes from the Mass Transit Agency budget; the other half comes from an annual human services grant. I propose that all of HCOEC's budget should be located in the Mass Transit budget. We need to get this done by the 2004-OS budget. Our mass transit profile should fully reflect all transportation dollars in a mass transit budget. Finally, I invite my colleagues to consider an annual "pre-grant solicitation declaration of funding priorities." 1n any given year, we cannot be all things to all people. But we can retect on our priorities and announce our funding goals accordingly. At present, our nonprofit appropriations are essentially "boxed in." By ordinance, we have only $900,000 to give. But we can begin to think outside the box. To do so, we must, in fairness, not pull the rug out tiom those agencies long accustomed to our support. W e should, instead, orchestrate some transition and new focus to the support we can give. That is why I recommend the status quo recommendations before you today. And that is why I urge your consideration and support for those steps we can undertake to get outside the box. I welcome your input and that of all the agencies who so ably contribute to the health and welfare of this island. Thank you. FCH/rf Attachments S. Sanae Tokumura, ACFRE, APR 1279 Honokahua Street Honolulu, Hawaii 96825 Telephone;808-396-6070 Education: University of Hawaii at Manoa BA Degreas-Journtdism, Communication Graduation date--December, 1979 Kauai Community College Early admission--completed Freshman year in summer, 19'76 Kauai High School Graduation date-June, 1976 Wark E.rperience: OWNER Solid Concepts, Inc. April ]983-present VICIi PRESIDENT Development & Community Relations Child & Family Service May 1992-May 1993 DIRECTOR OF DEVELOPMENT AND PUBLIC RELATIONS Japanese Cultural Center of Hawaii March 1989-April ]992 SENIOR DEVELOPMENT OFFICER Kuakmi Heal[h System October 1981-Febm:uy 1989 Professional Credentials: Advanced Certified Fund Raising Executive (ACFRF) Accredited-Public Relations Society of America (APR) Pi~~fessional A.rsociarions: Association of Fundraising Professionals Aloha Chapter Board Member, ]99]-1996, 1998 to present Aloha Chapter Secretary, 1992-1994 Aloha Chapter Vice President, 1998, 1999 Association of Fundraising Professionals Foundation f or Philanthropy (National) Board Member, 2001-3003 Public Relations Society of America Hawaii Chapter Board Member, 199] 998 Honors, Societies & Awards: Family Service Association ]993 National Biennial Communications Award for 1993 Anneal Report and Quarterly Newsletter, Child & Fanuly Service Marshall of Arts & Sciences College, graduating class of December, 1979, University of Hawaii ut Manoa (UHM) Phi Kappa Phi (National Honor Society), UHM Kappa Tau Alpha (Journalism National Honor Society), UHM Society of Professional Journalists, Sigma Delta Chi (secretary during 1978-1979), UHM Honors Program (Upperclassman Honors Program), UHM Selected Studies Program (Underclassman Honors Program), UHM Phi Eta Sigma (National Freshman Honor Society), UIiM Work experience duties and references: See Attachment DUTIES OWNER, SOLID CONCEPTS, INC., formerly WORD ARRANGEMENTS Or HAWAII Provide hands-on, full scope consultation including major gift solicitation assistance and training, development infrastructure assessments, recommendations, implementation, and complete campaign feasibility studies for non-profit organizations. Write, edit, design and produce all collateral necessary to support annual, capital and special campaigns. Also provide full-scope public relations consultation and hands-on assistance for non-profits and for-profit corporations. VICE PRHSIDENT FOR DEVELOPMENT AND COMMUNITY RELATIONS, CHILD R FAMILY SERVICE Conceptualized, designed, staffed and supervised tri-pwpuse new division for this nearly 100-year- old private non-profit. Division eventually employed seven professionals and was responsible for all public relations, annual and capital fund raising, and volunteer recruionent and special events for 29 separate statewide programs including several subsidiaries. Was responsible for supplementing $li million annual budget with private annual funding and creating favorable community opinion toward that goal by educating various constituencies of programs' benefits. Measured iu[ernal and external publics' opinions, advised president/board to re-direct agency's methods/mission accommodate perceived needs. Conceptualized, planned and implemented special events to achieve fund raising and public awareness goals. Provided consultation for $9 million capital campaign. Designed and edited all newsletters, annual reports, brochures, news releases and all other vehicles of information for public consumption. Conceptualized, planned and implemented major statewide volunteer recniitment/utilization program. DIRECTOR OP DEVELOPMENT ANll PUBLIC RELATIONS, JAPANESE CULTURAL CENTER ON HAWAII Responsible for conceptualization, design, implementation and supervision of statewide capital campaign to raise major portion of capital to construct multi-million dollar cultural preservation facility in Honolulu. Revived initial $5 million campaign which had been stalled a[ $3.5 million. Balance raised in tour months with no dedicated staff. Began and completed $5 million additional campaign immediately after completion of rejuvenated campaign. Began and completed additional $5 million immediately after completion of $10 million total goal. Eventually raised $16.5 million within three years. Created and implemented public relations strategy ro support campaign. Designed permanent donor recognition program. Designed, wrote and produced all campaign materials including ? 30-page 2-color semi-annual magazine-format newsletter, all brochures, letterhead, business cards, multi- media annual report and all necessary advertising and special projects. Conceptualized logo. Wrote all speeches for organization's representatives. Coordinated and preserved local and neighbor island presentations to enlist statewide cooperation. Designed and coordinated all special events such as facility groundbreaking, annual membership banquets and statewide children's art competitions. SENIOR DEVELOPMENT OFFICER, KUAKINI HEALTH SYSTEM Was responsible for all personal solicitation of major special gifts, including deferred gifts. Assisted in management of transition to foundation status (KE). Coordinated KF major donor recognition program, including planning and implementing special events and projects designed to encourage further community support. Responsible for increasing donor base, which by December, 1988, resulted in an average increase of monthly contributions by 400 percent A LIST OF REFERENCES W lLL BE PROVIDED UPON REQUEST. ~rrx*rrn~~, I_'-~~ I IUN~ )IC CAI IU 151 REI f HONG] 111 U. H:A~X'dll 9GH'S ~I~hl h.Pl IUNf il.{1 i80fii +`)o-u0'0 ;,.,vy„y i INC. PRIMARY S1;RVICES Development Audits Case Development Comprehensive Long Range Development Plans (Including Direct Mail, Special Events, Major and Special Gifts, Grantsmanship, Capital Campaigns and Planned Giving) Capital and Annual Campaign Feasibility Studies Campaign Planning, Management, Post-Campaign Development Grantwriting Executive Recrui[ment and Training Volunteer and Staff Training Public Relations Counsel, Planning and Implementation Press Releases, Media Relations Collateral Development Qncluding Annual Reports, Broclmres, Newsletters) ~~7 J L"`~ HUNUI~AI IUd S'I'RFI--' I HONUI 111 U, I IdA~.'dll 968_ rFl LPHCINhJ P.AX ~flUFI ~`o-oU~U _,'ii!s.~-;INC. THE SOLIll CONCEPTS, INC. MISSION Solid Concepts, Inc. declares the possibility that all well-run, well-represented non-profits who sincerely seek commm~ity betterment and who provide what the community truly needs will meet with continued resources provided by that community. PRINCIPLES Underlying every segment of work, whether capita] or annual campaign, training session, special event or executive recruitment, Solid Concepts, ]nc. operates on some basic principles: L Anon-profit organization with excellent programs which benefit the community is like an individual with friendship and gifts to offer. In order to continue offering these gifts, an organization must be sustained by the community's friendship and gifts. 2. People give gifts to people, therefore, anon-profit organization must have afore, apersonality- must be a presence in order for the community to relate and give to it like a friend. (Identity, Mission) 3. In order to maintain that reciprocal friendship, tike all other friendships, there must be constant communication-a give and take of information, ideas, opinions-and time spent together. Resources must be allocated so that staff and budget are not overstretched. The organisation and its leaders must be long distance runners, not sprinters. (Planning) 4. An organization's employees and volunteers are all parts of this face and personality. All employees, not only development staff, must be aware of the above principles, and must know their organization inside out, or at least know who to refer questions to. They should be proud of their organization because they know how much it does and how welt it does it, and it should show. In effect, all employees and volunteers are involved with fund raising and be coordinated toward that end. (Case) 5. Al] events, newsletters, annual reports and celebrations provide dialogue from the organization to die public. There must also be a wa}' that the public can initiate dialogue with the organization. When you want good friendships, you don't only talk and talk and tallc. You must also listen. To have a good fund raising environment, you need to fast listen, listen and listen to what your friend is saying. (Public Relations, Research) 6. Solid Concepts, Inc. principal S. Sanae Tokumura, ACPRE, APR, is a "Kauai girl" and proud of it. She believes [hat there is a special "loco[" language and culture on each of our islands which requires attention and respect in all areas of fund development. 7. Hffective fund raising is the result of honest evaluation of the organization's fund raising infrastructure, the creation of adequate infrastructure, evaluation of the available resources in the community, continued communication for education of those resources and the methodical solicitation of [hose available resources in a steadily rising cycle. (Communication, Solicitation) 8. All activities regarding solicitation of support for the organization must be conducted with volunteers and staff who are educated of the mission of the organization and inspired because of that mission. All materials used for education must inspire a positive image for the organization and make a positive and powerful impact on its intended audience. i ~ I_'-'~~II[)NUI:~1 Il i.AtiCREEf IIIINCILUI Ii, H.~A~'VI19G82~ •'fhl bPl ll)NC/P{~, Iri081 i~e~-GO"U it~~y;,~ ~ f y ;INC. Tokmnura Bio S. Sanae Tokumura, ACFRE, AYR, is fund raising and public relations consultant, founder and president of the tirm Solid Concepts, Inc. Sanae is a strong advocate for responsible fund raising and public relations practice in America. With 20 years experience in both fund raising and public relations, Tokumura is nationally advance-certified (ACFRE) in fund raising through the Association of Fandraising Professionals (AFP), tbrmerly National Society of Fnnd Raising Executives. She is the 47st ACFRE in the United States and the only ACFRE in Hawaii. She is also nationally accredited (APR) in the practice of public relations through the Public Relations Society of America (PRSA). She has been an active board member oY the AFP Aloha Chapter for over ]0 years. An early interest in humanitarian concerns led Tokumura from a news reporting career to the non-profit fund raising field, in which she utilizes research, objective- setting and evaluative procedures to plan and execute annual and capital campaigns supported by full-scope public relations programs. Her uniyue approach to non- profit fund raising involves a holistic "diagnosis" of the organization's systems and dynamics and amulti-level "treatment of symptoms" while obtaining the non- profit's fund raising goals. Sanae has served as instructor for AFP's First and Survey Courses, speaks ut local and international conferences on fundraising and authored the MajorGiving chapter of the curriculum for small non-profits fur The Fund Raising School at The Center on Philanthropy ut Indiana University. She serves on the local AFP board and the national AFP H'oundation for Philanthropy board. She is originally from Kauai.