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Funding Mechanisms for Sustainability

Funding Mechanisms for Sustainability. Don Harker Wallowa Resources & Blits Consulting Martin Goebel Sustainable Northwest. Outline. A few building blocks of ecoregional conservation Governance in different collaboration stages Critical aspects of funding

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Funding Mechanisms for Sustainability

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  1. Funding Mechanisms for Sustainability Don Harker Wallowa Resources & Blits Consulting Martin Goebel Sustainable Northwest

  2. Outline A few building blocks of ecoregional conservation Governance in different collaboration stages Critical aspects of funding One “hyper-innovative” funding idea Three group exercises

  3. Caveats…. We have no definitive answers or formulas We come with ideas We want to engage you to discuss the nature of collaboratives (and governance) in relation to funding Over the coming weeks/months we want to better document promising funding schemes and ideas with you Is there an innovation partnership?

  4. Key Questions for Ecoregional Conservation • What do we need to do? • Why do we need to do it? • Who will do it? • How can we fund what we need to do? • Will the new system be sustainable?

  5. Basic Building Blocks in Eco-regional Conservation • System definition (ecoregion or landscape) • Collaborative structures development • System assessment (baseline) • Goal development • Strategy development (scenario planning) • Partner and resource mobilization • Steward and eco-business project implementation • Monitoring • Learning • Re-assessment • Re-investment

  6. Enabling Conditions for Ecoregional Conservation Enabling Condition 1: Clearly defined and understood ecoregion Enabling Condition 2: Strong, diverse local, regional and national leadership, constituencies and collaborative decision-making structures Enabling Condition 3: Clearly defined and achievable goals Enabling Condition 4: Institutional capacity to implement ecoregional governance and management Enabling Condition 5: Value stream capture infrastructure Enabling Condition 6: Strong, active learning networks, monitoring and knowledge development Enabling Condition 7: Financial resources for ecoregional projects, businesses and system support Enabling Condition 8: Supportive national, state and local policies

  7. What we have now… Economy Environment Community

  8. Environment Premise: “The economy is a wholly-owned subsidiary of the environment.” --Theodore Roosevelt IV Community/ Equity Economy

  9. Levels of Eco-regional Governance(and organization) Traditional Collaborative Integrative Systemic Funding Sustainability Ecoregional Impact

  10. Operational Characteristics

  11. Ideal—Integrative and Systemic Eco-regional Conservation Supports Economy; Economy Support Eco-regional Conservation

  12. Categories and Examples of Funding Sources/Mechanisms(from traditional to innovative) • Foundations (private/community) • Government (budgets, Farm Bill, ODFW, special legislation, OWEB, bond measures, Portland OSD) • Individuals (large and small) • Nonprofit organizations (place-based, regional & national) • Corporations (Walmart, Coca Cola, Patagonia) • Ecosystem services (operational and capital offset, USE) • Collective websites (Shade Fund, Global Giving, Kiva) • Hyper-innovative (e.g., Values Market, social media, watershed trusts)

  13. All about collaborative funding through relationships… Government Non-Profit Business

  14. Who are the Philanthropists? Source: Giving USA Foundation™- AAFRC Trust for Philanthropy/Giving USA 2005

  15. Where does the money go? Source: Giving USA Foundation™- AAFRC Trust for Philanthropy/Giving USA 2005

  16. Philanthropy and Impact

  17. Funding Characteristics

  18. Motivation Worksheet Motivations include fear, love, money, power, recognition, fame, legacy, future generations well being, self-interest MarketsGovernmentCivil Society

  19. Charitable Funds Community Foundations Values Market Advised Fund (one in each institution) Sponsoring Financial Institutions Values Market Individuals Foundations Corporations Invested Funds Coordination, management, performance & feedback General Sustainable Development Fund Eco-regional Funds Designated Eco-region Invested Funds Sponsoring Financial Institutions Community Collab’s/Alliances/Consortia Participating Nonprofits, Community Development Corporations, Community Foundations Working on Sustainable Community Development and eco-regional conservation Invested Funds Businesses Government Civic Groups Individuals Foundations Sponsoring Financial Institutions

  20. Capital Aggregation Donations/Investments Performance Values Market Eco-regional Strategies Sustainable Development Outcomes (Environmental & Economic) Performance Feedback Values Market™ – How does it work? Donors/Investors • Individuals • Community Fdns. • Private Foundations • Family Foundations • Funder’s Networks • Charitable Funds

  21. Mesoamerican Reef Protection Model o Reef Health s Tourism s s Fish Diversity o Reef Knowledge s s Fishing s s Local Economy Coral Diversity s Habitat Protecting Behavior s s s Habitat Quality s s s s Reef Protecting Attitudes Reef Friendly Development Water Temperature Stability s s Water quality s s Water Protecting Behavior s s Climate Stability Reef Friendly Agriculture/Forestry s

  22. Values Market Eco-regional Conservation Geography Partners Issues Strategies Projects Resources needed Searchable

  23. Social Media Content Managed Website Facebook (74%) You Tube (47%) Twitter (43%) MySpace (26%) Other social media Flickr Linkedin Apps

  24. Social Media • Enables nonprofits to: • Streamline and improve communications • Develop responsive, audience specific communication • Connect on a deeper level • Focus on relationships • Provide “valuable” points of connection • Build community • Leverage every communication opportunity

  25. It really is all about change through new “systemic” relationships… Government Business Non-Profit

  26. Society • Healthy ecosystems • Vital and resilient communities • Diverse sustainable economies Phase 2 10-20+ Years Farming & Ranching Fisheries Forestry Environment Env. Ser. Energy Economy Com. Dev. Train & Edu. Tourism SEF ELF Policy Public Outreach Compact for Landscape Conservation Sustainable Communities / Enterprises Phase 1 3-10 Years Sustainable Landscape Collab’s/Consortia Economy Environment Sustainable Enterprise $ Env. CPR $ Education & Leadership Dev. Pol.Anal. / Field Tours Document & Disseminate Models Media / Civic Journalism Events / Forums Society

  27. Group Exercises Motivations to support ecoregional conservation by sector Funding mechanisms Design hyper-innovative funding system

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