Partner Guide

Welcome to Union Capital We’re so glad you’re with us!

Partner Guide Shavonne Herrington Director of Partnerships shavonne.herrington@unioncapital.org

Table of Contents Welcome Letter from Shavonne.......................................................... 1 More about Union Capital...................................................................... 2 What does being a Partner mean........................................................ 3 Ways we can work together................................................................. 4 Hiring a Network Coordinator.......................................................... 5 Hosting a Partner Day and/or Night.............................................. 6 Banner Ad in the UC App and Tabling............................................. 7 Helpful Documents................................................................................ 8 Union Capital One Pager.................................................................

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Network Coordinator Contract...................................................... 11 UCB Promotion and Sponsorship Info Sheet............................. 13 UC Partnership Tiers........................................................................ 15 UC Outreach Tiers............................................................................. 16

Welcome Letter from Shavonne Herrington

Dear partner, Welcome to Union Capital! We're thrilled to have you join our network of community-minded organizations working together to strengthen our communities.

As the Director of Partnerships, I'm excited to introduce you to the many ways we can collaborate to expand our impact. This welcome packet provides an overview of Union Capital's mission and the benefits of our partnership.

Inside, you'll find: • An introduction to Union Capital's mission and approach • Details on what it means to be a Union Capital partner • Break down of the different UC Partnerships • Various ways we can work together • Helpful documents like our one-pager and partnership tiers We believe that by combining our strengths, we can create more opportunities for community engagement and individual growth. Whether you're looking to expand your reach, host collaborative events, or connect with our network of engaged community members, we're here to support you. We welcome new ideas to engage with community members, let’s learn from each other.

Welcome aboard! We're excited for the positive change we'll create together.

Warm regards,

Shavonne Herrington Shavonne Herrington Director of Partnerships

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More about Union Capital

Watch the story of Union Capital: Here

The Mission Our mission is to transform social capital into opportunity by rewarding community engagement. We combine technology and relationship-building to strengthen community networks, build social capital, and create new pathways of opportunity for individuals and communities.

Learn more about what we do on our website: https://unioncapital.org/what-we-do

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What does being a Partner mean Being a partner means supporting Union Capital while also receiving support from our organization's staff and members.

Expand your organization's reach by connecting your network with ours, enhancing community engagement in your events and services.

We provide physical spaces for connection, offer leadership development opportunities, and foster community relationships. Our members can participate to earn points that convert into dollars, increasing community capital.

Community members earn double points for engaging with your organization's events and services.

For events where you desire high attendance, we'll collaborate to recruit members as attendees and volunteers.

We have the capacity to conduct outreach to members across the Boston area.

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Ways we can work together We're thrilled to begin working with you to help your organization thrive! This welcome packet outlines various ways for you to engage with our work.

What we can accomplish together: Collaborate on community events and workshops Hire a network coordinator Share your resources and events with our member network (through email blasts, surveys, and banner ads)

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We are open to new ideas on ways we can work together. The more we grow together, the more we can help the community!

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Ways we can work together

Hiring a Network Coordinator Hiring a Network Coordinator is an excellent way to strengthen community connections between partners. A Network Coordinator can be someone actively involved in Union Capital's operations, enabling them to connect effectively with members of your organization. We will train and provide a stipend to the Network Coordinator to enhance the member experience.

With support from the UC team, the Network Coordinator will: Share information about UC and membership opportunities at your organization's events and workshops Join a strong team of community members promoting UC Work collaboratively to build lasting relationships We also offer: Leadership and professional development training Support for events and workshops the Network Coordinator wishes to host This approach helps create a cohesive network that benefits all partners involved.

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Ways we can work together

Have a Partner Day and/or Night We'll help plan a partner event where your organization can showcase the excellent resources and services you provide to the community. The event options include: A 2-hour session via Zoom or in-person A 4-hour "Partner Day" on a Saturday Partner Events typically attract: 30+ attendees for in-person events 100+ participants for Zoom events We'll manage all event logistics, including: Creating promotional flyers Arranging childcare Providing food (for in-person events) For in-person events, we'll collaborate with you to secure a suitable community space. This comprehensive support ensures a successful event that highlights your organization's contributions to the community.

Collaborate with different partners in a themed night, like the Health Night and Housing Night! Through these interactive 6 nights, you can partner with our other partners!

Ways we can work together

Banner Ad in the UC App A clickable banner ad is an excellent way to promote your upcoming training sessions or community input surveys to our UCB network.

Here's an example of a banner ad:

Tabling Another way we can work together is through tabling at each other’s events to spread the mission of our organizations!

Tabling is an easy way for the both of us to share our mission with different audiences!

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Helpful Documents

Union Capital One Pager Pages 9-10

Network Coordinator Contract Pages 11-12

UCB Promotion and Sponsorship Info Sheet Pages 13-14

UC Partnership Tiers Page 15

UC Outreach Tiers Page 16

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Growing Networks, Connecting Communities We Create

LEADERSHIP TRAINING

UC REWARDS APP

PHYSICAL SPACES

To Share

RESOURCES

RELATIONSHIPS

REWARDS

That Result In

INDIVIDUAL OPPORTUNITY ADVANCEMENT

NEW LEADERSHIP INITIATIVES Our Mission

CONNECTED, ENGAGED, RESILIENT COMMUNITIES

Union Capital transforms social capital into opportunity by rewarding community engagement.

Union Capital Members have...

INVESTED MORE THAN

1,300,000 h o u r s

strengthening our community

Visit www.unioncapital.org to learn how to become a member, donate, or join us for an upcoming Network Night!

SOCIAL

How to Get Involved

facebook.com/unioncapitalboston @UCBoston youtube.com/@UCBoston www.unioncapital.org info@unioncapital.org

CORE TEAM: Elsa Flores —East Boston Network Manager Diana Garcia —Network Manager

Semhar Habtehans — Network Support Administrator Shavonne Herrington — Director of Partnerships

BOARD OF DIRECTORS: Nikki Barnes — Chair Executive Director of KIPP Massachusetts Melanie Nevin — Vice-Chair Counsel at Takeda Pharmaceuticals U.S.A., Inc. Brian Hale — Treasurer Technology Consultant Catherine Owens — Clerk Artist Tracye’ B. Booth — Board Member Dudley Street Neighborhood Initiative Board of Directors/Co-Chair Sustainability Committee Sheena Collier — Board Member Founder & CEO of The Collier Connection

Dennis Hicks — Director of Leadership

Eric Leslie — Founder/Lead Organizer Roberto (Tito) Martinez — Director of Springfield Jalina Suggs — Director of Boston Charles B Green III — Board Member Associate Director — Retail Operations at Boston Medical Center-Morrison Health Care Joshua Griffin — Board Member Prinicipal at Webster Equity Partners Michael Kincade, Sr. — Board Member Director of Diversity Recruitment, Massachusetts Alzheimer’s Disease Research Center Maria Ligus — Board Member Executive Director, New North Citizen’s Council Tariana V. Little — Board Member CEO at EmVision Productions Claudia Osorio — Board Member UCB Member Christian Putnam — Board Member Client Relationship Executive, PwC

Union Capital • 31 Heath St. Boston, MA 02130 • 774-478-7121

Network Coordinator Contract Revised August 2023

Our Network Coordinators serve as partner representatives in order to: ● Invite new members to join the UCB Network and sign up for the UCB App ● Participate in and help lead Partner Organization events and meetings, when needed and applicable ● Participate in the following annual UCB Network Coordinator gatherings ○ Network Coordinator meetings (4) ○ Connect & Share bi-monthly meetings (6) ○ Bi-annual retreats (Jan/Feb and September) ● Help facilitate and lead Network Nights (in-person or virtual) ● Lead Table Talks at Network Nights about issues, interests, skills or problemsolving ● Participate in a Network Coordinator Subcommittee group ● Support UCB members with the App, connecting with UCB events, accessing information, resources, and each other, including additional outreach projects ● Design and model UCB values and practices: trust, inclusivity, and building genuine connections 10-15 Hours per Month Commitment: 1. Sign-up new members for the UCB App: 1 hour (even if it doesn’t take an hour) 2. Help host Network Nights (Virtual = 2.5 hours, In-person = 3 hours) 3. Facilitate or organize at least one Table Talk per quarter at Network Night: 1 hour prep bonus 4. Recruit new members for UCB at partner organization events = hours tracked for each event - report hours on Helper Helper 5. Attend and lead partner organization events and meetings = hours tracked for each event - report hours on Helper Helper 6. Administrative and community projects, such as check-in with and stay in communication with members after joining (as needed) = hours tracked for each contact - report hours on Helper Helper Hours can be earned from a combination of these categories

If I am unable to fulfill the responsibilities of the Network Coordinator role I will work with my Core Team Point of Contact to make an Action Plan together. I understand that my efforts are vital for the success of families in Union Capital, for the success of our Partner Organization missions, and for the success of our organization.

Fellowship stipend of $1,000 distributed quarterly on March 31, June 30, September 30, and December 31 ($4,000 annually) With my name and signature, I commit to doing my best to fulfill the responsibilities of the Network Coordinator role: NAME:

SIGNATURE:

DATE:

Promotion

Details

Cost

UCB App Banner Ad

Exclusive home screen banner advertisement at ucbapp.org. Averaging over 1,250 active users per month (details on following page)

One month - $1,000 Annual - $10,000

One-time Event Curation, Promotion and Turnout

UCB will plan, host, and turnout 100+ members for either an in-person or digital event, training, program onsite, at UCB, or on Zoom

$2,500

Digital survey/sign-up action with points awarded

4,000+ UCB members incentivized to sign-up for services, complete surveys, attend events, improve corporate community impact and engagement metrics. Surveys and $2,500 data collected through the UCB App to track engagement and impact

One-time digital promotion for product/service/event (via e-mails, texts, social media)

Promotional outreach and materials sent to UCB’s 4,000+ members via email and text, as well as social media posts to 7,000 supporters and partners.

Resource Fair sponsor (inperson and virtual)

Join UCB’s Resource Fair with 250+ attendees and a captive audience to share your resources. Priority tabling or timeslot plus additional presentation time provided. Logo on promotional materials, social media, emails to 4,000+ $5,000 members, 7,000 supporters and partners.

• Next Virtual Resource Fair – Saturday, March 25, 2023 • Next In-Person Fair – Saturday, May 6, 2023

Discounted for workshop series

$1,000

www.ucbapp.org Guest login: guest@unioncapitalboston.com Password: community11

Monthly User Data:

Union Capital Annual Member Partnership 1st Tier

2nd Tier

3rd Tier

4th Tier

$7,500

$15,000

$20,000

$25,000

1

2

3

4

50-75+

75-150+

150-250+

250+

Double Points & Promotion of all Events

ü

ü

ü

ü

Targeted recruitment, outreach, surveys

ü 4 per year

ü 6 per year

ü 8 per year

ü 10 per year

Virtual or In-Person Partner Nights

ü 1 per year

ü 2 per year

ü 4 per year

ü 6 per year

Annual Fee Network Coordinator(s) New UC Members

Union Capital Annual Outreach Partnership 1st Tier

2nd Tier

3rd Tier

4th Tier

$5,000

$10,000

$15,000

$20,000

ü

ü

ü

ü

UC App: Homepage Banner Ad

1 month

2 months

3 months

4 months

E-blast recruitment, outreach, surveys to entire UC Network

4 per year

6 per year

8 per year

10 per year

Virtual or In-Person Partner Nights

1 per year

2 per year

4 per year

6 per year

Annual Fee UC App: Double Points Event postings (unlimited)