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Lives Impacted
  • Planning & Investment Committee

    • Joanna Henderson, Chair
    • Pat Ahern
    • Bonnie Nelson
    • Bob Stuart
    • Billy Smith
    • Suzanne Rogers
    • Nick Rhodes
    • Kim Nelson
    • Richard McNinch
    • Lenoir Young
    • Meri Battles
    • Doug Foreman
    • Susan Penn

  • Community Investment Team Structure and Volunteer Responsibilities

    Purpose

    The Community Investment Teams actively participate in supporting the Community Impact System vision by identifying needs, establishing strategies and applying resources to achieve results.  Their focus is on addressing the community’s most critical health and human service needs as identified by the Community Impact Agenda, and on creating positive community impact around those needs in the Community Investment Teams’ particular area of focus.

    Focus Areas

    The following Community Investment Teams have been established in alignment with the Community Impact Agenda created by the Vision Councils:

    • Education
    • Health
    • Financial Stability

    Key Responsibilities

    • Represent issue area expertise.
    • Review funding proposals from providers and make funding recommendations to the Planning and Investment Committee for programs that support the strategic actions in alignment with the Community Impact Agenda for the Teams issue area.  The teams shall follow a proposal review and funding recommendation process as established by the staff of United Way of the Cape Fear Area to ensure system-wide consistency.
    • Attend scheduled meetings

    Composition

    The Community Investment Teams should be comprised of diverse individuals who have skills needed to achieve impact.  This includes but is not limited to corporate stakeholders, individual donors, community constituents, specific issue area experts, and United Way of the Cape Fear

    Area Board of Directors.  Team members’ skills should include strategic planning, outcome measurement, community leadership and financial expertise.  Members should be representative of the region served by the United Way of the Cape Fear Area, and include residents of Pender, Brunswick, Columbus, and New Hanover Counties.  One member of each Community Investment Team will serve on the Planning and Investment Committee.

    Recruitment Process

    New members will be recruited by the United Way of the Cape Fear Area Board of Directors, Planning and Investment committee, and staff of United Way of the Cape Fear Area.
    All new members must and attend an orientation prior to serving on an Investment Team.
    Time Commitment:

    • Team training will be scheduled between March, 14th – 18th, 2016.  This meeting will last approximately 1.5 hours.
    • Each team member is responsible for reading and scoring each grant proposal submitted to their focus area. The individual grant review process could take up to an estimated 18 hours. (estimate based on 1 hour per grant review)
    • Up to 16 hours for team meetings which are scheduled between March 18th, 2016 and May 6th , 2016.

    Accountability

    United Way of the Cape Fear Area Planning and Investment Committee

    Conflict of Interest

    Team members are required to commit to and uphold the United Way of the Cape Fear Area Conflict of Interest Disclosure and Confidentiality policy as it relates to their responsibilities and actions as a Community Investment Team member.  Refer to Conflict of Interest Disclosure and Confidential Statement attached.

    Staff Support

    It is the responsibility of the United Way of the Cape Fear Area Board of Directors to ensure appropriate staffing to support the Community Investment Teams.  The President and the Executive Vice President shall serve as staff liaisons for the Investment Teams.

  • Planning and Investment Committee Structure and Volunteer Responsibilities

    Purpose

    The Planning and Investment Committee is the community impact system’s connection to the United Way of the Cape Fear Area Board of Directors.  Whereas the Vision Councils serve as the connection to the community, the Planning and Investment Committee connects the process to the governing structure of the United Way.

    Focus Areas

    The Planning and Investment Committee makes final funding recommendations to the United Way Board of Directors based on the Community Impact Agenda set by the Vision Councils and proposal reviews by the Community Investment Teams in the following areas:

    • Education
    • Health
    • Income

    Key Responsibilities

    • Develop Community Impact Agenda based on recommendations from the Vision Councils
    • Develop and implement policy and procedures of investment process
    • Maintain alignment of investments with our impact areas and indicators
    • Assess compliance of funded program partners
    • Make final funding recommendations to the United Way of the Cape Fear Area Board of Directors for programs that support the strategic actions in alignment with the Community Impact Agenda
    • Monitor, evaluate, and report overall investments to United Way of the Cape Fear Area Board of Directors

    Composition

    The Planning and Investment Committee should be comprised of diverse individuals who have

    skills needed to achieve impact.  This includes but is not limited to United Way of the Cape Fear Area Board Members, community investment team representatives, vision council representatives, and at-large community representatives.  Members’ skills should include strategic planning, outcome measurement, community leadership and financial expertise.  Members should be representative of the region served by the United Way of the Cape Fear Area, and include residents of Pender, Brunswick, Columbus, and New Hanover Counties.

    Recruitment Process

    New members will be recruited by the United Way of the Cape Fear Area Board of Directors, Planning and Investment committee, and staff of United Way of the Cape Fear Area.
    All new members must and attend an orientation prior to serving on the Planning and Investment Committee.

    Time Commitment

    The Planning and Investment Committee will meet monthly until process and required commitments are determined; then expected to meet quarterly.

    Accountability

    United Way of the Cape Fear Area Board of Directors

    Conflict of Interest

    Committee members are required to commit to and uphold the United Way of the Cape Fear Area Conflict of Interest Disclosure and Confidentiality policy as it relates to their responsibilities and actions as a Planning and Investment Committee member.  Refer to Conflict of Interest Disclosure and Confidential Statement attached.

    Staff Support

    It is the responsibility of the United Way of the Cape Fear Area Board of Directors to ensure appropriate staffing to support the Planning and Investment Committee.  The Vice President of Community Impact and the Community Service Coordinator shall serve as staff liaisons for the Planning and Investment Committee.