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Funder Focus: Marlene Deboisbriand and the United Way of Canada

May 6, 2002
by Nicole Zummach

This month in our continuing series of interviews with some of Canada's leading funders, we feature the United Way of Canada, one of the country's oldest and most recognized charitable institutions. CharityVillage spoke with acting president Marlene Deboisbriand about some of their recent initiatives and how the national office is working with local chapters in order to improve services and strengthen communities across Canada.

CharityVillage: Perhaps you could begin by explaining the structure of the United Way in Canada.

Marlene Deboisbriand: We are not like a lot of national organizations. Our action happens at the local level and each of our 124 United Ways/Centraides are completely locally autonomous. We are like a federation; we do provide some leadership and lots of services to our members but we really don't have provincial or even regional structures. The relationship with local United Ways is direct to the national office and those local chapters vary widely in size and numbers.

If I were going to take the two opposite ends of the scale, the largest United Way in Canada is the United Way of Greater Toronto. Last year they raised more than $70 million. That is a big United Way with about 100 staff, thousands of volunteers and amazing community support. At the other end we have a United Way in Slave Lake that raises $18,000 a year. It has no staff and no office. A few volunteers get together in the fall, raise some money and allocate it to the agencies in the community and then almost literally go away until the next fall. The range is amazing, people think of United Way as being 'the big charity' but in fact, there are probably 30-35 that have no staff at all. I think it is important to note that because in some small communities it really is a grassroots, close to the ground organization.

CV: What role does the national office play, given that each United Way is autonomous?


MD: We are a registered charity with a 24-member national board that is made up of volunteers from local boards across the country. There is also a policy board that focuses on policy issues of United Way Canada and the United Way movement. For example, we might establish cost of fundraising policies or the statement of principles for the rights of donors. Those are policy level issues that the national board grapples with and takes position on. In addition, we provide a very wide range of services to our members, including training and conferences for volunteering staff, and we do a lot of federal relations and a bit of provincial government relations from the national office.

CV: Does the national office help local chapters build capacity, and in turn, do local chapters help their member agencies build capacity?

MD:
I think the answer is yes, depending on the definition we give to 'building capacity'. For example, we have a fairly sophisticated intranet for our member United Ways and all of the training, conferences, and resource materials help them build capacity of their volunteers and staff. It's not a funding capacity relationship but it is very much a building capacity relationship. At the local levels there are a wide range of relationships between local United Ways and there member agencies but in essence, although mostly seen as a funder of local agencies, in that role of funder there is often additional support given to agencies beyond dollars.

CV: What are you doing to promote transparency and accountability at the national level?

MD: We've take a greater role in the last four or five years in really looking at how, as important players in the nonprofit world, we have a responsibility to be accountable and transparent not just to our donors, but to all of our stakeholders. We take that very seriously. The statement of principles for donor's rights was passed about four years ago at one of our annual general meetings and at our most recent annual general meeting we passed a new membership agreement that was adopted by our members. It's a pretty extensive list of roles and responsibilities for both the local and the national levels and includes an ethical framework on how to operate, a piece on 'the cost of fundraising', transparency in terms of the cost of fundraising, etc.

CV: What do you think is the United Way's greatest strength - the secret of its success and longevity?

MD: I think the number one thing would be the United Way's depth of knowledge of community. Because they are on the ground, operating right at the grass roots level, they know the community and the agencies, the donors, the leaders and the labour people, the teachers and principals. I think another strength is that we are seen as a very neutral player in terms of community. We have the ability to bring together people from academia, from the corporate world, from the labour community, the social services world, and health services to look at community issues. I don't think a lot of organizations can do that but I believe we do it really well. Sometimes we come in as a low-key convener and sometimes we actually lead the discussion on issues. It depends on the capacity of the United Way, the community, who the other players are, and everyone else's capacity.

Another strength is our ability to continue to be both innovative and accountable. I use those two words jointly because sometimes people think of innovation as risk-taking. There is an element of that but we are very careful because of the accountability piece that comes with it. I think we are able to innovate while maintaining accountability.

CV: What are you doing right now to move forward and stay innovative?

MD: There are actually a couple of projects that are just starting up in various communities that I think are very innovative and promising. One project is called Success by Six. It is an initiative often lead by United Way, not always but often, where the players who care about little kids, ages 0 to 6, come together and look at their individual assets and what they can bring to the table, sometimes its money but not always. They look at how they can coordinate and mobilize a community around the importance of investing in young children.

A lot of research has been done in the last decade or so about the importance of the first six years of life, and a child's development nutritionally, physiologically, and physically, and how they are all interlinked. Often times in communities there are a lot of great programs being offered on all of those fronts but they are not interlinked. There are a number of United Ways in the United States that have very successful Success by Six programs and in Canada it is a growing innovative initiative that United Ways are starting to really pay attention to and to see some successes locally.

The other initiative I wanted to tell you about is 211. If you think of 911, which is the emergency number that everybody knows, 211 is a three-digit number that people can dial to get all kinds of information and referrals. About a year and a half ago the United Way of Canada, Inform Canada, which is the national network of information and referral agencies across the country, Community Information Toronto, and United Way of Toronto went forth to the CRTC with an application to get use of the 211 number and we were successful. It will be launched as a pilot project in Toronto within the next few months and we hope that in the long term there will be 211 coverage across the country.

So, for example, I might dial 211 because I have an elderly parent that I care for and I am going on vacation for two weeks. I want to make sure that there is someone there to check up on my mom. They would refer me to an agency that would be able to do that. Again, it’s about that neutral table and bringing together a number of partners. We are not taking anyone’s place, we are just systemizing or coordinating the services and providing Canadians with much better access to information and services.

CV: Tell me about your Strategic Alignment initiative. Why do you feel it is necessary and what do you hope will be achieved?

MD: We are locally autonomous, we are close to the community, close to the services, close to the donors, and we've operated as 124 independent chapter units and that has worked well. However, in a world where globalization is pushing, and where centralization is happening, that often become a challenge to our ways of operating. I will give you an example that occurred around September 11th. We played a key role in the events that followed the disaster in terms of our fundraising ability. We had a number of corporations that called us and wanted to solicit their employees in their own workplace and then send money to the September 11th Fund. As a Canadian donor if you send money to the States, you can't get a charitable receipt but we had discussions with CCRA on September 12th and they agreed to give special permission because of the nature of the events. If the money came to United Way Canada we could transfer it to United Way of America and give our donors Canadian charitable receipts because we are a sister organization. We immediately sent a message to all 124 United Ways saying, 'if you are undertaking any fundraising, or if any of your donors call and want to forward any money to the September 11th Fund you can do that and issue receipts, send us the money and we'll forward it to the States'.

We had branches that wanted to do that and other United Ways said, 'no, that's the job of the Red Cross'. We had branches of companies getting corporate-wide agreement to do fundraising in their branch, wanting to send money to their local United Way and some of the United Ways were taking it and the one next door was saying no. So we need to find a way to harmonize some of our practices and it is going to be challenging because the local boards feel very strongly about their roles. However, many of our key partners in the corporate world and others are encouraging us to think about how we can be a little more the same.

Another area that has pushed us on this is technology, particularly some of the recent developments like on-line auctions or solicitation through e-mail. You get an e-mail address and it has nothing to do with geography, yet the United Way system is totally set up around geography and postal codes. It is hugely challenging for us, so on a number of fronts we need to bring our movement together and look at how we can align some of our strategies. In essence that's what strategic alignment will try and achieve in the next year or so.

CV: Keeping this in mind, do you see the national office evolving to play a bigger role in aligning and coordinating the different chapters?

MD: Will the United Way of Canada role evolve and change? If strategic alignment does what it is supposed to do the answer should be 'yes'. But the second piece, will it have a bigger role, I leave that as a question mark for now because what we want to do in this strategic alignment process is to look at how as a movement we can have better coordination. Sometimes that might be by United Way Canada taking a more active coordination role. I am not sure that will always be the answer though. Sometimes it's United Way of Toronto taking a bigger role, or United Way of Victoria taking a bigger role. We don't want to limit our thinking to a centralized type of model. We need to keep those doors open and look at what will be the best way to be efficient and deliver good services.

Marlene Deboisbriand has been with the United Way for more than 20 years. She is the Chief Operating Officer and Senior Vice President of the United Way of Canada and is currently its acting president. For more information about the United Way of Canada, visit: www.unitedway.ca.

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