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Charitable Foundation Strategic Plan

LEADERSHIP RESOURCES Bakersfield Association of REALTORS® Charitable Foundation STRATEGIC PLAN 2019

Vision Statement

REALTORS®, Affiliates and friends building a stronger community through caring, serving and giving.

Statement of Purpose

The purpose of our Foundation is to strengthen relationships and enhance the quality of life for those who live, learn, work and play in our community.

Values

1 Homeownership n Housing for All – Collaboration with other Community Organizations n Critical Housing Issues v Affordable Housing v Down Payment Assistance n Transitional Housing v Veterans Housing v Temporary Homeless Shelter v Emancipated Youth

2 Education n Collaboration with other

Organizations n Pathway to Homeownership v First-time home buyers v Down payment assitance v Credit Counseling v Mortgage Products v Fair Housing / Diversity n Scholarships – Institutions of higher learning – real estate related courses v Essays - How has home ownership impacted your life?

3 Civic Engagement n Community Service – Advocating/Support of Member Volunteerism n Collaboration with other 501(c) (3) Organizations n Advocacy efforts protecting private property rights n Voter Registration Advocacy

4 Safe Communities n Collaboration with Law Enforcement – Crime/Fraud Prevention n Fire safety collaborations n Quality of Life – community image/branding enhancements n Safe zones for children

5. Healthy Families n Benefits/value of homeownership n Youth programs n Counseling collaboratives n Elder Care n Health and Safety Awareness

How We Give

n Housing related needs n Non-real estate relate (e.g. needs of organizations supporting one of our five stated values) n College Scholarships n In-kind Contributions BARCF Messaging n Clear and direct n Communicating our values: REALTORS® provide leadership, guidance, supportive, lift you up Grant Application Process n Twice yearly – January/February and June/July (may be modified as our corpus grows and more funds are available n Eligibility requirements/ qualifications - Application details relevant to our decision-making process – Staff to present a compilation of relevant details for Directors consideration at next meeting (e.g. purpose, matching fund program, reporting back how funds utilized)

Building Our Corpus – The Ask – Discussion for next meeting n Individual donations n Ticketed events n Corporate donations n Grants