Key Messages & Brand Strategy + Naming & Visual Identity
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“We’ve received a lot of very positive feedback about our new image and name. We published our first newsletter as soon as the logo design was completed and sent out our first annual campaign. We’ve received compliments from the highest level of the County administration. Our Board of Directors is very pleased. The Taproot Foundation volunteer team approach is by far the highest level of volunteer benefit that I have encountered in my ten years as a development director.”
- Kathleen Alexander, Development Director, The Ravenswood Family Health Center
About Ravenswood Family Health Center
The Challenge
The Work
The Result
The Service Grant Team
About Thrive
The Challenge
The Work
The Result
The Service Grant Team
About HIV Law Project
The HIV Law Project provides free legal services and advocacy to low-income people living with HIV/AIDS. The HIV Law Project assists the most under-served and disenfranchised communities affected by the AIDS epidemic, including: people of color, women, gay, lesbian, bisexual and transgender people, recent and undocumented immigrants, the homeless, and injection drug-users. Since its founding in 1989, HIV Law has assisted HIV-positive clients in over 13,000 different cases. The HIV Law Project has played a significant role in the development and improvement of local, state, and national policies affecting HIV-positive persons, thereby indirectly assisting thousands more HIV-positive individuals throughout the country.
- Kathleen Alexander, Development Director, The Ravenswood Family Health Center
About Ravenswood Family Health Center
The Ravenswood Family Health Center was founded in 2001 as the South County Community Health Center. It offers integrated, comprehensive primary health services that link medical care, prevention, education, and community resources to address the needs of uninsured, underserved, and working poor in East Palo Alto, Belle Haven, North Fair Oaks, and East Redwood City.
The Ravenswood Family Health Center mission is to provide the highest quality of primary health services, delivered in a competent, caring and culturally sensitive manner, regardless of ability to pay. Patients at the clinic are of all ages, and a range of healthcare is provided from pediatrics to geriatrics. Many of the patients are uninsured; of the uninsured patients, at least 2 out of 3 have income less than 200% of the federal poverty level.
The Challenge
A young organization, the South County Community Health Center needed to determine how to best communicate with their community. A smart and strategic look at their brand was the key initial step in this process.
The Work
The Taproot Foundation awarded South County Community Health Center two Service Grants that resulted in a new brand, key messages, name and visual identity and had an estimated market value of $50,000. The Service Grant team worked closely with the staff of the clinic, and leveraged the range of branding, marketing and graphic design experience within their team to create a compelling new brand identity.
The team's approach was very collaborative and they met often both as a project team and with the client to determine the correct course of action. By thoroughly documenting the findings, analyses and progress throughout the project, they ensured that the team and nonprofit were on the same page about the strategic direction for the project. The team captured the clinic’s brand essence by looking at their functional and emotional benefits as well as the personality they conveyed. Once the strategy was defined, they went through a creation and approval process to identify the new name, logo, messages and tagline.
With the new name, tagline and positioning established, the Service Grant team set about developing a logo, tagline and collateral, including stationery, envelopes and business cards.
At the end of the project, the team made a final presentation to the clinic's Board that included recommendations about how to maintain the integrity of the brand over time and how to roll it out successfully to the employees, patients and community-at-large.
The team's approach was very collaborative and they met often both as a project team and with the client to determine the correct course of action. By thoroughly documenting the findings, analyses and progress throughout the project, they ensured that the team and nonprofit were on the same page about the strategic direction for the project. The team captured the clinic’s brand essence by looking at their functional and emotional benefits as well as the personality they conveyed. Once the strategy was defined, they went through a creation and approval process to identify the new name, logo, messages and tagline.
With the new name, tagline and positioning established, the Service Grant team set about developing a logo, tagline and collateral, including stationery, envelopes and business cards.
At the end of the project, the team made a final presentation to the clinic's Board that included recommendations about how to maintain the integrity of the brand over time and how to roll it out successfully to the employees, patients and community-at-large.
The Result
The two projects ended with presentations by the Service Grant Team to Ravenswood of a final brand identity documents containing the new name of the organization, positioning statement, brand logo, brand tagline, designs for envelopes, letterhead and business cards and a style guide.
The Service Grant Team
The engagement team included:
- Jennifer Holmstrom, formerly Manager, Plumtree Software and SGI, expert in client management
- Sean Denny, Senior Brand Strategist, The Loomis Group, expert in brand communications and project management
- Don Formanek, Manager, Charles Schwab & Co., expert in marketing and communication strategies
- Cyndi Darlington, Assistant Vice President of Marketing, Amtrak, expert in marketing, branding and copywriting
- Alice Shikina-Hoffman, Graphic Designer, StayWell, expert in graphic design for marketing collateral
- Peri Kabbani, Graphic Designer, Studio K Designs, expert in logo design and production
“The intense teamwork required by the project galvanized the internal team and advanced new leadership within our organization. Our new identity as Thrive has energized and engaged our current membership and has made our work more marketable to new members.”
- Pat Brown, Executive Director, Peninsula Conflict Resolution Center, former Chair of the Taproot Foundation Grant Steering Committee.
- Pat Brown, Executive Director, Peninsula Conflict Resolution Center, former Chair of the Taproot Foundation Grant Steering Committee.
About Thrive
Established in 2000, Thrive is a network of more than 100 nonprofit, business, government and community leaders who are working together to speak with a stronger, unified voice to help improve the quality of life in San Mateo County.
Thrive, as an alliance, represents the single voice of San Mateo County’s nonprofits and provides services that include: direct advocacy with local government, business and citizen communities, support with marketing communications, capacity building resources and networking opportunities.
Thrive, as an alliance, represents the single voice of San Mateo County’s nonprofits and provides services that include: direct advocacy with local government, business and citizen communities, support with marketing communications, capacity building resources and networking opportunities.
The Challenge
The San Mateo County Council of Nonprofits needed to find an identity that reflected its purpose of generating more visibility and voice for San Mateo County’s nonprofits. They needed to communicate with a broad range of audiences in order to achieve greater legitimacy among government, business and citizen decision makers in the county. They needed a brand that would help grow the organization but still remain relevant after self-sufficiency had been reached. They also needed a flexible platform for their member organizations to use in their own marketing efforts.
The Work
Taproot Foundation provided two grants that together resulted in a brand strategy, key messages, a new name and visual identity. The two projects combined were worth $100,000.
The team began by assessing Thrive’s audiences, members, competition and challenges. Interviews were conducted with members of the organization and stakeholders such as County Supervisors and State Assembly Members. The results of interviews informed a review of the organization’s situation, hopes for the future and a classic SWOT analysis of strengths, weaknesses, opportunities and threats. These findings helped refine the mission statement and synthesize the brand opportunity. Once the brand strategy was established, Taproot Foundation developed the key messages for Thrive and provided an organized process to help determine the most appropriate name.
After the alliance approved of the new name, Thrive, the team moved on to implement the new brand by developing a new logo, style guide, business cards, stationary, envelopes, presentation templates and fax cover sheets. The team also developed artwork to be used by member organizations in their marketing materials.
The team began by assessing Thrive’s audiences, members, competition and challenges. Interviews were conducted with members of the organization and stakeholders such as County Supervisors and State Assembly Members. The results of interviews informed a review of the organization’s situation, hopes for the future and a classic SWOT analysis of strengths, weaknesses, opportunities and threats. These findings helped refine the mission statement and synthesize the brand opportunity. Once the brand strategy was established, Taproot Foundation developed the key messages for Thrive and provided an organized process to help determine the most appropriate name.
After the alliance approved of the new name, Thrive, the team moved on to implement the new brand by developing a new logo, style guide, business cards, stationary, envelopes, presentation templates and fax cover sheets. The team also developed artwork to be used by member organizations in their marketing materials.
The Result
The new brand position of the organization has resulted in some positive and desired outcomes. Overall membership has increased and the existing members have become more engaged with Thrive. While meeting these measurable objective was a high priority, Thrive has also discovered some other unexpected results, which often happens with Taproot Foundation projects. The process of re-branding the organization has strengthened the leadership at Thrive. The volunteer team was also motivated by the success of the branding project and went on to grant a website project to Thrive, their third Service Grant.
The Service Grant Team
The engagement team included:
- Kathleen (Kathy) O’Leary, Partner, Tesla Design, Formerly Senior Director of Marketing, Oracle Corporation, extensive experience with engagement management
- Stephanie Johnstone, Account Manager, Intagio, expert in project management
- Axel Albin, Freelance Brand Strategist and Creative Director, expert in creative and branding strategies, as well as naming
- John Green, Director of Marketing and Product Development, Pacer, 10 years of marketing and branding experience
- Kyle Maxwell, Freelance Graphic Designer, expertise in type and image design
- Eric Blaisdell, Graphic Designer and Writer, Ames Research/NASA, expert in graphic design for print
“We were impressed with the seriousness with which [the Taproot Foundation team] approached our project. They took the time to learn about our history and work, spoke to our clients and friends, and listened to what we had to say. And now we have a brand that better reflects who we are and what we're trying to accomplish. It's a brand we're extremely proud of and very excited to launch - one we believe will resonate strongly with both our donor and client communities.”
- Tracy Welsh, Executive Director, HIV Law Project
- Tracy Welsh, Executive Director, HIV Law Project
About HIV Law Project
The HIV Law Project provides free legal services and advocacy to low-income people living with HIV/AIDS. The HIV Law Project assists the most under-served and disenfranchised communities affected by the AIDS epidemic, including: people of color, women, gay, lesbian, bisexual and transgender people, recent and undocumented immigrants, the homeless, and injection drug-users. Since its founding in 1989, HIV Law has assisted HIV-positive clients in over 13,000 different cases. The HIV Law Project has played a significant role in the development and improvement of local, state, and national policies affecting HIV-positive persons, thereby indirectly assisting thousands more HIV-positive individuals throughout the country.
The Challenge
Since its founding in 1989, the HIV Law Project saw the AIDS epidemic evolve and change shape and adapted its responses accordingly. It was successful in adding new areas to its original mission, such as advocacy and advocacy training, but largely remained known for what it was at its origin, when it shaped some key areas of response to the AIDS epidemic. At the same time, similar organizations expanded in number and in size, so that HIV Law’s uniqueness became less perceptible at a time when competition for funding dollars became ever more severe. With a new Executive Director and a renewed vision, the HIV Law Project decided to create a consistent brand image to be communicated in a coherent way to its audiences. They needed a strong identity to highlight the organization’s strengths and establish a clear brand perception to launch major high-dollar fundraising initiatives. Using a brand created 15 years ago, but facing new challenges in a more competitive environment, the HIV Law Project needed a new brand strategy; they asked the Taproot Foundation team to design one.
The Work
The Taproot Foundation put together a team of experts who worked closely with HIV Law Project’s management team to develop a new brand identity. The client was highly involved in the process; the project was followed by the organization’s board as well as by employees who participated in every key decision.
The project started with a discovery phase that involved numerous interviews with the organization’s community partners, board members and current funders. Using market research, the team articulated the unique characteristics of the organization and its differences relative to other organizations active in the area. Based on these findings, the team worked closely with the organization to create a positioning statement and three distinct brand strategy options. Peter Dolchin, the Marketing Manager on the team, translated these brand ideas into a design brief; Chip Tolaney, the graphic designer, created three distinct approaches with several logos represented under each approach. A shortlist of ideas was presented and discussed with HIV Law’s Board of Directors; the brand identity and the logo that best reflected the organization were selected by the HIV Law project after input from its Board, its employees and its funders. A guide was developed to assist in implementing the new logo across the different applications. The new brand strategy that resulted from the project marked a key step in the organization’s development. The client was very interested not only in the result, but also in the process that led to this decision, which sparked discussions of critical issues for the organization.
The project started with a discovery phase that involved numerous interviews with the organization’s community partners, board members and current funders. Using market research, the team articulated the unique characteristics of the organization and its differences relative to other organizations active in the area. Based on these findings, the team worked closely with the organization to create a positioning statement and three distinct brand strategy options. Peter Dolchin, the Marketing Manager on the team, translated these brand ideas into a design brief; Chip Tolaney, the graphic designer, created three distinct approaches with several logos represented under each approach. A shortlist of ideas was presented and discussed with HIV Law’s Board of Directors; the brand identity and the logo that best reflected the organization were selected by the HIV Law project after input from its Board, its employees and its funders. A guide was developed to assist in implementing the new logo across the different applications. The new brand strategy that resulted from the project marked a key step in the organization’s development. The client was very interested not only in the result, but also in the process that led to this decision, which sparked discussions of critical issues for the organization.
The Result
The joint Taproot Foundation/HIV Law Project team developed a brand strategy as well as a consistent image reflecting the organization’s mission. The resulting logo will now be used on stationary, envelopes, business cards, posters, and marketing and fundraising collateral. For the first time, the HIV Law Project will present a unified, readily identifiable image in the community that will make the organization highly visible and attractive. Further, the new logo represents a professional appearance that will enhance the organization’s goals of creating and successfully implementing high-dollar fundraising initiatives.
The Service Grant Team
The engagement team included:
- Anne Olderog, Senior Director of Business Development, Wolff Olins, expert in brand strategy and client management
- Andrew Goldner, Attorney, expert in team management
- Peter Dolchin, Brand Valuation and Strategic Consultant, Interbrand Corporation, expertise in brand strategy and development
- Chip Tolaney, Graphic Designer, West Group, significant experience in design and logos for nonprofit organizations
“‘This is our panther!’ is how students and faculty alike have described the new logo developed for Eastside by the Taproot Foundation team of volunteers. This will establish a consistent image for our school out in the community. We’re huge fans of the Taproot Foundation.”
- Amy Lit, Development Director, Eastside College Preparatory School
About Eastside College Preparatory School
The Challenge
The Work
The Result
The Service Grant Team
- Amy Lit, Development Director, Eastside College Preparatory School
About Eastside College Preparatory School
Eastside provides students in East Palo Alto and eastern Menlo Park with a college preparatory secondary education in their own community. Eastside’s unique approach, requiring extraordinary dedication from both students and faculty, is geared toward one central mission: the enrollment of each and every Eastside graduate in a four-year college or university. Eastside is located in one of the Bay Area’s poorest and most underserved communities, where 65% of students drop out of high school; those who don’t are tracked into lower level courses, often putting college out of reach. Since its founding in 1996, 100% of Eastside graduates have enrolled in colleges and universities; of these students, more than 90% are the first in their families to attend college.
The Challenge
Since its founding in 1996, Eastside has lacked a consistent brand image, defined by a logo, to use in all its student-focused activities, especially athletics. The school mascot, a panther, was portrayed in a variety of conflicting styles. A unified logo was needed for all athletic clothing, the school newspaper, and other materials that would establish a clear presence for the school in the community.
The Work
The Taproot Foundation team pooled their talents to develop a new logo for Eastside based on their mascot, the panther. Using market research, the team discovered how a new logo could be used and reported findings. They developed a brand strategy that would enable Eastside to develop a consistent image that would be readily identifiable in the community, and that would reinforce the Eastside mission to prepare students for college. Numerous drafts were produced and through a process of elimination, one was selected. The logo and name were refined, and a guide was developed to assist in implementing the new logo.
The Result
The new panther logo will now be used on jackets, t-shirts, banners, and all sorts of other items used by Eastside students, parents, faculty and volunteers. For the first time, Eastside will present a unified, readily identifiable image in the community that will make the school more visible and attractive. Further, the new logo adds to the collegiate experience provided to the Eastside students, helping them to prepare for the culture of college life.
The Service Grant Team
The engagement team included:
- Genny Jacks, Business Planning Consultant, expert in engagement management
- Marc Allyn, Creative Services Manager, Clarent Corp., over 15 year experience in the marketing industry, expertise in project management, marketing, branding and design
- Kevin Heney, Marketing and Design Consultant, over 15 years experience in creative services and strategic brand management
- Nico Tuason, Product Manager, Gorilla Genomics, expert in marketing strategies
- Joe O Hehir, Graphic Design Consultant, expertise in identity and print design
- Ben Pearson, Graphic Design Consultant, logo branding expert
“The impact of Taproot Foundation's Service Grant, brand and logo work, will enable Operation Access to effectively transcend our mission to our constituents through refinement of our mission statement and the development of a new brand identity. It will define who we are and differentiate our work from other non-profits. Working with the six Taproot Foundation volunteers was wonderful. Why? The team was dynamic and fluid, extremely professional, and organized (e.g., work plan, time line, frequent communications). I could not have asked for a better marketing team! They put their heart and soul into the work.”
- Betty Hong, Executive Director, Operation Access
About Operation Access
The Challenge
The Work
The Result
The Service Grant Team
- Betty Hong, Executive Director, Operation Access
About Operation Access
Operation Access (OA), founded in 1993 by two San Francisco surgeons, is a nonprofit organization that depends solely on private donations and foundations for support. Donations fund basic agency operations, support outreach to clinics, private hospitals and social service providers, and help expand interpretive services and materials development for OA's ethnically diverse, uninsured clients.
Operation Access was founded to:
Operation Access was founded to:
- Increase access to specialty surgical services for the uninsured in the San Francisco/Bay Area region
- Alleviate the overtaxing of the public health system in serving at-risk populations by pooling resources with the private health sector
- Facilitate volunteerism among healthcare professionals for improving the health status of the disadvantaged
- Replicate an effective public/private volunteer partnership in serving the needs of the uninsured communities across California and the nation
The Challenge
Facing ever-increasing competition for donors and volunteers, OA needed to enhance its brand image in order to provide greater visibility and appeal to its varied constituents. To meet this challenge, OA required a clear and compelling brand identity as well as a memorable mission statement, logo and tagline that accurately represented the organization’s purpose.
The Work
The Taproot Foundation awarded OA with a Brand Strategy and Visual Identity Service Grant with an estimated market value of $30,000. The Service Grant team worked closely with Betty Hong, Executive Director of Operation Access, and leveraged the range of branding, marketing and graphic design experience within their team to create a compelling brand identity.
The Service Grant team first interviewed several individuals from a cross-section of constituent groups, including OA staff, medical volunteers, community-based organizations, foundations, donors, and hospital executives to gather information on the OA brand. They then developed and presented OA with a summary of key findings, a proposed mission statement and proposed brand values that would form the core of the remaining brand elements.
The chosen mission statement, “Operation Access believes that access to healthcare is everyone’s right. Our mission is to bring together volunteers from both the public and private sectors to provide life-enhancing surgeries for the uninsured in the greater San Francisco Bay Area”, succinctly describes Operation Access’ important role in providing healthcare to the uninsured. The chosen brand values: community, compassion, hope, volunteerism and collaboration emphasize its audience and the ways in which it achieves its mission.
With the brand values established, the Service Grant team set about developing a logo, tagline and collateral, including stationery, envelopes and business cards.
The Service Grant team first interviewed several individuals from a cross-section of constituent groups, including OA staff, medical volunteers, community-based organizations, foundations, donors, and hospital executives to gather information on the OA brand. They then developed and presented OA with a summary of key findings, a proposed mission statement and proposed brand values that would form the core of the remaining brand elements.
The chosen mission statement, “Operation Access believes that access to healthcare is everyone’s right. Our mission is to bring together volunteers from both the public and private sectors to provide life-enhancing surgeries for the uninsured in the greater San Francisco Bay Area”, succinctly describes Operation Access’ important role in providing healthcare to the uninsured. The chosen brand values: community, compassion, hope, volunteerism and collaboration emphasize its audience and the ways in which it achieves its mission.
With the brand values established, the Service Grant team set about developing a logo, tagline and collateral, including stationery, envelopes and business cards.
The Result
The project lasted five months, and ended with the Service Grant Team presenting OA with a final brand identity document containing an organizational mission statement, positioning statement, brand logo, brand tagline, collateral designs for envelopes, letterhead and business cards and a style guide.
The Service Grant Team
The engagement team included:
- Julie Cullinane-Smith, Strategy Consultant, Towers Perrin, expert in client management
- Elizabeth Borden, Freelance Brand Strategist, extensive experience in project management
- Eric Chang, Independent Marketing Consultant, over 10 years of marketing and brand strategy experience
- Danielle Maze, New Haven Unified School District, expert in marketing communications
- Shadi Afifi, Freelance Graphic Designer, 7+ years of experience in creating graphic design for print
- Jenny Kolcun, Art Director, Dimension Data, identity design expert
"As a unique organization that brings together two worlds -- the theatre and therapeutic services -- we've struggled for years to articulate what we do. The brochure that the Taproot Foundation team created tells our story in a clear and compelling way, and the distinctive look really captures 'the face of ENACT'. This wonderful new marketing tool will allow us to capture the attention of our key constituents, deliver more programs into the public school system and demonstrate the effectiveness of our work to funders."
-Diana Feldman, Executive Director, ENACT
About ENACT
The Challenge
The Work
The Result
The Service Grant Team
-Diana Feldman, Executive Director, ENACT
About ENACT
ENACT was founded in 1987 by Diana Feldman, whose vision was to use drama-in-education to teach social and emotional skills and conflict resolution to underserved students in New York City public schools. ENACT specializes in programs for children, but also offers parallel and supporting programs for teachers, administrators and parents. Programs are customized to meet the needs of each specific school.
The Challenge
ENACT had recently worked with a consultant to update their mission statement and goals for the future. They needed a new brochure to reflect those changes and to better communicate their areas of expertise to potential funding sources and clients. They also needed to revise the language of their brochure to interface more successfully with changes in both the structure and the focus of the New York City school system, and to make clear what separated them from other similar sounding programs. The design of the existing brochure was in need of an overhaul, both to make it more up-to-date, and to make it stand out from the brochures of other educational programs.
The Work
The Taproot Foundation team created an eight-page brochure for ENACT with a pocket in the back, giving ENACT the opportunity to add additional, customized information for funding sources or clients. The team also designed the stationary that would be used for such additional information. In addition, the Taproot Foundation team created a one-page summary of the organization that is faxable and can be used as a cheaper alternative at conventions. The value of this work is estimated at $25,000.
From a design standpoint, the challenge for the team was to update the image of ENACT while preserving their previous identity, which was familiar to repeat clients and funding sources. The team wanted to create a design that reflected how ENACT helps children to discover their true potential. There was a great deal of information to include, yet the team wanted to create a document that was easy to read and visually appealing. The Taproot Foundation team worked closely with the Executive Director and her staff in a series of meetings to refine both the design and the text.
From a design standpoint, the challenge for the team was to update the image of ENACT while preserving their previous identity, which was familiar to repeat clients and funding sources. The team wanted to create a design that reflected how ENACT helps children to discover their true potential. There was a great deal of information to include, yet the team wanted to create a document that was easy to read and visually appealing. The Taproot Foundation team worked closely with the Executive Director and her staff in a series of meetings to refine both the design and the text.
The Result
The project took a total of four months. Volunteer photographers were found to document the work of ENACT and to ensure that they had the proper legal releases. The team spent a lot of time refining the design of the brochure, but everyone agrees it was worth it; the final design is elegant and distinctive. The text and the design deliver a unified message. The team expects that its efforts will be rewarded with additional funding and clients for ENACT.
The Service Grant Team
The engagement team included:
- Joe Fay, Vice President of Marketing & Communications, American Lung Association, over 20 years of marketing and branding experience, expert in client engagements
- Victoria Westhead, Freelance Production Manager, 15 years of project management experience
- Fanny Krivoy, Creative Director, Renegade Marketing Group, expert in print visual design creation and implementation
- Ian Hodder, Freelance Copywriter / Copy editor, 14 years of writing experience
- Nae Hayakawa, Freelance Art Director, 20 years of graphic design experience
- Amy Hecht, Creative Director, Brown Stone Studio, expert in graphic design for print media
"We have found it difficult to get in through the door although we have a great story to tell. The new Per Scholas brochure created with our team and Taproot Foundation’s team will be of enormous help, and we have had very positive feedback from it. We know that this will be a key part of impressing corporations with our professional image and allowing us to come in and tell them about our recycling offer and nonprofit mission.”
- Plinio Ayala, Executive Director, Per Scholas
About Per Scholas
The Challenge
The Work
The Service Grant Team
- Plinio Ayala, Executive Director, Per Scholas
About Per Scholas
Per Scholas was founded in 1995 with an intended focus of providing schools in under-privileged areas with information technology, but has developed into providing personal computers to underserved communities. To date, it has provided more than 30,000 new and fully reconditioned computers to families and households through partnerships with nonprofit organizations in more than 25 states. Per Scholas also trains students in computer maintenance and helps them find jobs: over 600 students have been given 15 weeks of rigorous computer training tailored to employer needs. Per Scholas offers companies an outlet for their end of life computer equipment, and then reconditions those computers.
The Challenge
In order to feed all of its good work in communities and with students, Per Scholas needs a reliable and constant flow of high-quality end of life computer equipment for recycling or reconditioning. They compete with a number of slick commercial organizations who offer to take machinery away for free. Because of its nonprofit status, and because of its environmental quality, Per Scholas appears on the surface to be financially uncompetitive. The challenge was getting in the door to busy executives; once they heard Per Scholas’ mission and benefits, they were far more likely to give Per Scholas their recycling ‘business.’ The more computers donated to Per Scholas, the more low-income families, schools or non-profit organizations would benefit from access to technology. Because Per Scholas did not have significant marketing resources, they asked the Taproot Foundation to create a professional brochure – a Trojan horse in paper form that would get them in the door to senior managers in corporate organizations and give them a chance to tell the Per Scholas story.
The Work
The Taproot Foundation awarded Per Scholas a Brochure grant to translate the Per Scholas brand into a brochure geared at the recycling market.
A group from Per Scholas worked closely with the Taproot Foundation team to develop the brochure. The project was led by the Vice-President of Marketing; the Executive Director, the Recycling Manager and the Director of Development were closely involved. The project started with a discovery phase that determined the style of the brochure needed for its target audience – businesses with a substantial number of computers to be donated. Based on the requirements formulated by the team, two alternatives were presented, and one was chosen.
In addition to developing the brochure design and copy, the Taproot Foundation team consulted with Per Scholas to help develop letters that would accompany the brochure, as well as process recommendations to make sure the brochure yielded the best results.
In addition to developing the brochure design and copy, the Taproot Foundation team consulted with Per Scholas to help develop letters that would accompany the brochure, as well as process recommendations to make sure the brochure yielded the best results.
The Service Grant Team
The engagement team included:
- Anne Olderog, Head of Strategy, Clark McDowall, expertise in managing client relationships
- Chris De Maria, Partner, Reaction Consulting, expert in team management and marketing
- Kimberly Oliver, Studio Account Executive, Design Within Reach, extensive marketing and branding experience
- Ramona Liberoff, Planning Director, M&C Saatchi New York, expert in strategic marketing and writing copy for marketing materials
- William McMillian, Graphic Designer, McMillian Design, experienced print designer
- Noble Cumming, Freelance Graphic Designer, expertise in graphic design for print publications
"Our Taproot Foundation Service Grant provided us with much more than a brochure. It taught us how to tell our story and gave us the confidence to promote our organization in the community. As a result of our work with the Taproot Foundation, our individual donor campaign was 50% more effective than last year."
- Teri Sideikas, Development Director, CATS
About Community Awareness & Treatment Services
The Challenge
The Work
The Result
The Service Grant Team
- Teri Sideikas, Development Director, CATS
About Community Awareness & Treatment Services
Community Awareness and Treatment Services (CATS) is a San Francisco based nonprofit that has been serving the most ‘at risk’ local homeless populations for over 25 years through a continuum of HIV/AIDS, alcohol and substance abuse outreach and treatment programs.
The Challenge
Facing major government budget cuts, CATS needed to appeal to new funding sources including foundations and individual donors. To meet this challenge, they required clear and compelling marketing collateral that could be used for fundraising and educating the community. CATS’ existing marketing materials were outdated and did not reflect the organization’s mission or communicate their comprehensive network of treatment services. CATS asked the Taproot Foundation to help them build a core marketing tool to serve as the basis of their communications strategy.
The Work
The Taproot Foundation awarded CATS a print Brochure Service Grant with an estimated value of $15,000 to assist the organization in its marketing efforts. The Service Grant team worked closely with CATS and leveraged the range of marketing and advertising experience within their team to create a high-impact brochure.
The Service Grant team developed and presented CATS with a choice of three creative directions and messaging treatments to help them tell their story. The chosen messaging "We reach farther to reach more" emphasizes the breadth and extent of CATS’ range of treatment services. Once creative direction was determined, the Service Grant team worked to further develop the layout, imagery, and creative copy. The team conducted a series of in-depth interviews with CATS staff and clients to help the organization build a testimonials library that the organization could also use for future marketing efforts.
Printed material assumed a friendly and unified tone. The CATS mission and impact was brought to life through a compelling design and narrative framework. CATS’ network of services was set in an easily comprehensible graphic. The team worked closely with CATS throughout the final design and revision process and assisted in the selection and management of a local printer.
The Service Grant team developed and presented CATS with a choice of three creative directions and messaging treatments to help them tell their story. The chosen messaging "We reach farther to reach more" emphasizes the breadth and extent of CATS’ range of treatment services. Once creative direction was determined, the Service Grant team worked to further develop the layout, imagery, and creative copy. The team conducted a series of in-depth interviews with CATS staff and clients to help the organization build a testimonials library that the organization could also use for future marketing efforts.
Printed material assumed a friendly and unified tone. The CATS mission and impact was brought to life through a compelling design and narrative framework. CATS’ network of services was set in an easily comprehensible graphic. The team worked closely with CATS throughout the final design and revision process and assisted in the selection and management of a local printer.
The Result
Three months after project kick-off, the Service Grant team delivered a print ready brochure to CATS.
The Service Grant Team
The engagement team included:
- Gail Villafuerte, Senior Content Manager, McKinsey & Co., expert in client management
- Rebecca Rozanski, Account Supervisor, BARC Communications, expert in project management and marketing
- Tim Bremner, Art Director, FCB, graphic design expert
- Pepa Reimann, Design Director, FutureBrand, expert in design and layout
- Juliana Cobb, Copywriter, Publicis Dialog, expertise in crafting language for marketing materials
"This was a 100% positive experience. It is so great to have professional quality work performed free for non-profits. Taproot Foundation absolutely delivered what it promised."
- Annabrooke Temple, Director, GAAP
About General Assistance Advocacy Project
The Challenge
The Work
The Result
The Service Grant Team
- Annabrooke Temple, Director, GAAP
About General Assistance Advocacy Project
General Assistance Advocacy Project (GAAP), founded in 1985, helps homeless people, people who are in danger of becoming homeless, and other similarly “at-risk” populations to gain access to public benefits. Over 200 people a day use their legal assistance “drop-in clinic”, which is staffed by volunteer law students and is the only one of its kind in San Francisco.
The Challenge
With funding becoming much harder to come by in a tough economy, GAAP needed a way to make sure that their work would be noticed by new prospective funders. A professional brochure could give foundations, corporations and individuals a better idea of GAAP’s work, successes and need than the required proposal materials alone. They had produced a brochure many years ago, but it was outdated and unusable. With their fundraising energy spent securing funding for core operations, they had neither the time, know-how nor resources to produce a brochure – on their own or with an outside firm. Taproot Foundation offered GAAP the opportunity to receive the help they needed.
The Work
GAAP was awarded a print Brochure Service Grant by the Taproot Foundation. The Taproot Foundation put together a team of four volunteers with project management, marketing, copy writing and graphic design experience to produce an informative, effective, high-quality print piece.
The team met with GAAP’s director, Annabrooke Temple, to create messages and creative direction for the brochure. The team’s approach was to address GAAP’s successes and efficiency in providing services. The brochure would also illustrate how GAAP helps people move from homelessness to life off the streets, from poverty to self-sufficiency.
After the creative direction was set, the Service Grant team met weekly, generated copy and produced design options for the brochure. The team involved Temple in the project to ensure the proper direction and consistency with GAAP’s goals. A design selection was finalized, and messaging and images were refined. A theme of “transitions” emerged out of this process, with design elements depicting the steps from homelessness to life off the streets. Even with the busy schedules of each of the team members and GAAP’s director, the project ran smoothly throughout and produced a highly professional result in time for the holiday season.
The team met with GAAP’s director, Annabrooke Temple, to create messages and creative direction for the brochure. The team’s approach was to address GAAP’s successes and efficiency in providing services. The brochure would also illustrate how GAAP helps people move from homelessness to life off the streets, from poverty to self-sufficiency.
After the creative direction was set, the Service Grant team met weekly, generated copy and produced design options for the brochure. The team involved Temple in the project to ensure the proper direction and consistency with GAAP’s goals. A design selection was finalized, and messaging and images were refined. A theme of “transitions” emerged out of this process, with design elements depicting the steps from homelessness to life off the streets. Even with the busy schedules of each of the team members and GAAP’s director, the project ran smoothly throughout and produced a highly professional result in time for the holiday season.
The Result
The Taproot Foundation team delivered print-ready film and files for a two-color, trifold brochure. They even worked with a local non-profit printer to keep costs low for GAAP while ensuring a great final printed result.
The Service Grant Team
The engagement team included:
- T Hardy Jackson, Managing Principal and Founder, Accevero Group, extensive experience in engagement management and project leadership
- Jason Stokes, Public Relations Writer, MPEG Village, expert in marketing and PR
- Steve Caramia, Graphic Designer, Caramia Design, brochure layout and design expert
- Bryan Stillman, Freelance Copy Writer, expertise in writing copy for marketing materials
“The Taproot Foundation crew has given us an integrated database that has huge potential to help us raise more money by building better relationships with our volunteers and donors. The database provides structure that will reduce the labor needed to produce events. For the first time, we have tracking mechanisms for money, donors, events, and accounting.”
- Martha Auld, Project Leader, Marin Breast Cancer Council
About Marin Breast Cancer Council
The Challenge
The Work
The Result
The Service Grant Team
- Martha Auld, Project Leader, Marin Breast Cancer Council
About Marin Breast Cancer Council
In just eight years, the Marin Breast Cancer Council has raised and distributed over $1,200,000 to Marin and Bay Area organizations that provide emotional, educational, and non-medical care to women with breast cancer. An all-volunteer organization, MBCC raises the majority of funds through two signature events each year; “Stepping Out to Celebrate Life” is a gala black-tie fundraising event featuring an evening of dinner, music, auctions and a fashion show featuring models who are breast cancer survivors. The second, Rally for the Cause, is a fun-filled day of tennis, highlighted by a luncheon, silent auction and tennis exhibition match.
The Challenge
MBCC volunteers were interacting with hundreds of individuals, businesses and organizations in their fundraising events. Yet there was no vehicle to capture and coordinate all this data on fundraising and granting efforts, volunteer placement, and event activities. With no paid staff or office, the volunteers at MBCC needed an internet-based vehicle to capture and share information about their events, donors and fellow volunteers.
The Work
The Taproot Foundation volunteers examined the MBCC’s data management needs, and researched available web-based software solutions. They recommended DonorPerfect, a popular online donor tracking service, as the ideal solution to meet MBCC’s needs. Its reliable, user-friendly interface was suitable for volunteers to use. Taproot Foundation volunteers then assisted MBCC volunteers to load their existing data into DonorPerfect, and learn how to use the new database.
The Result
The online database is providing a much more integrated process to execute the organization’s fundraising activities. For the first time, MBCC has a single place accessible to all their volunteers, where they can capture all of their data on their donors, sponsors, volunteers and events.
The Service Grant Team
The engagement team included:
- Alexandra Murphy, Project Manager / Business Analyst, Digital Island, expert in managing client relationship
- Adam Stock, formerly VP of Product Marketing, Auctiva Corporation, 10+ years of project management and marketing experience
- Joshua Lindberg, Research Specialist, Cushman & Wakefield, expert on data systems
“Our new website has become an integrated part of our agency. Online donations on the site increased from $2,000 total last year to receiving $19,500 this past December alone. We have also added the component to allow volunteers to sign-up for jobs and send us their information online. Our new website allows us to get our information out in our community and beyond in a way we have not been able to do before!”
- Marsha Eddleman, Development Director, Samaritan House
About Samaritan House
The Challenge
The Work
The Result
The Service Grant Team
- Marsha Eddleman, Development Director, Samaritan House
About Samaritan House
Founded in 1974, Samaritan House is a community-based nonprofit organization with 30 years of experience in meeting the needs of low-income residents of San Mateo County, California. Samaritan House offers an integrated course of programs including individual case management, emergency assistance, food, clothing, shelter, education, counseling, medical care, dental care, and holiday assistance - all provided free of charge to over 12,000 residents each year. These integrated services are provided to help each client regain self-sufficiency. Their widely acclaimed free health clinics in San Mateo and Redwood City utilize volunteer medical professionals to provide essential health services to 8,000 uninsured people annually. The clinics have helped reduce the number of uninsured patients seeking routine health services at local emergency rooms, thus freeing emergency room resources for their intended purpose and saving the hospitals money.
The Challenge
According to the Chronicle of Philanthropy, nonprofits have seen a greater than 40% surge in online giving in the past year. The website that Samaritan House was using was five years old, had a confusing layout, and lacked the functionality necessary to adequately support this new and highly effective form of fundraising. Engaging the organization’s 3,000 volunteers was cumbersome, and not supported by the website. Samaritan House had also recently implemented a new branding image, which was not yet reflected on their website.
The Work
The Taproot Foundation team of five professionals assessed the Samaritan House’s needs for a highly functional and interactive website through extensive interviews with staff and volunteer leaders. They designed a site architecture for the new site that anticipated even greater functionality as use of the website expanded. The Taproot Foundation team then worked on the design of the site and assembled content in consultation with Samaritan House staff. After all this groundwork had been properly laid, the Taproot Foundation team worked diligently to implement the website according to plan. All during the project, team members made sure to provide Samaritan House staff with opportunities to develop new web management skills, to ensure the organization’s own self-sufficiency after the project was completed.
The Result
The new website has current information on the organization, enhanced online donation capabilities, and user friendly information for volunteers. Samaritan House now has a vehicle through which it can participate in the surge taking place in online philanthropy. The graphics have a contemporary look, and reflect the branding image recently developed for Samaritan House. The project was a “fantastic learning experience” for staff members who learned new skills in website design, production and maintenance. The new site was launched in May 2004, just three weeks behind an ambitious six month schedule. Feedback concerning the new site has been fantastic, as constituents have commented on the improved design and usability of the site.
The Service Grant Team
The engagement team included:
- Kathleen (Kathy) O’Leary, Partner, Tesla Design, Formerly Senior Director of Marketing, Oracle Corporation, extensive experience with engagement management
- Jane Tsai, Senior Group Marketing Manager, Oracle, expert in developing marketing campaigns and leading teams
- Mark MacCollin, Web Producer, Scuba Holdings, expertise in designing and creating web sites
- Andrea Leggett, Marketing Strategist, SPL Worldgroup, marketing and positioning expert
- Carl Yoshihara, Graphic Designer and Web Developer, Publishing Power, Inc., expert in coding websites
“Groundwork's new website has already proven effective in attracting college student prospects to join our AmeriCorps program and to pursue other employment opportunities at Groundwork. The presentation of the job opportunities is thoroughly informative, professional, and presents the Groundwork organizational culture in a very positive light. I had a very positive experience working with the service grant team and would recommend the program to other non-profit colleagues. The project leader and supporting staff handled our project as though we were a paying client and maintained a very high degree of professionalism and timeliness throughout the engagement. Groundwork appreciates the effort put forth by the group.”
– Rich Souto, Associate Executive Director, Finance & Operations, Groundwork
About Groundwork
The Challenge
The Work
The Result
The Service Grant Team
– Rich Souto, Associate Executive Director, Finance & Operations, Groundwork
About Groundwork
Founded in 2002, Groundwork identifies small neighborhoods in Brooklyn, New York -- typically public housing developments and the blocks that surround them -- and provides high-quality educational programs and support services to the families who live there. Just two years after being founded, Groundwork was serving over 400 youth and hundreds of adults at three campuses in East New York, Brooklyn.
Groundwork offers after-school and summer programs to give children the skills and confidence they need to become engaged, educated citizens. The work experience and college preparation programs teach teenagers to become leaders, while guiding them to success in academics and in life. Finally, programs for adults offer parents the resources they need to support their families and build organized community power.
The Challenge
College students are a key part of Groundwork's after-school and summer programs and Groundwork wanted to use the internet to help recruit this group. However, the website had not been updated since it was created in 2002. Also, the application process involved downloading an application from the site, printing and filling it out, and faxing it in – a process that was cumbersome, unreliable, and hard to scale, given Groundwork’s growth. Groundwork wanted to be able to process more applications, and be more selective in their recruiting.
The Work
The Taproot Foundation awarded Groundwork with an Advanced Website Service Grant, with an estimated market value of $35,000. The team of Taproot Foundation volunteers interviewed key members of Groundwork to understand the current application process, and how to improve it. The team designed an online application form, which would email completed applications to the recruiting manager. With a new visual design and site architecture, Groundwork was able to give the site a fresh, friendly look, and present a professional presence to partners and funders.
The Result
The new Groundwork website, which launched in September 2004, contains updated information on Groundwork’s mission, programs and employment positions, while highlighting Groundwork’s close partnership with AmeriCorps. The new online application form for college students streamlines the application process and makes it much easier to manage. An online video clip showcasing Groundwork staff and kids provides a personal look into the Groundwork programs.
The Service Grant Team
The engagement team included:
- Ingrid Michelsen, Global Director of Advertising Strategy, Reuters, expert in online strategies and engagement management
- Xavier Fan, Information Architect, CXO Systems, expert in project management, web design and development
- Pirco Wolfframm, Adjunct Assistant Professor in visual communication and graphic design, Pratt Institute, expert in website visual design
- Stephen Musgrave, Freelance Website Engineer, expert in coding websites
- Brent Rivera, Freelance Marketing Communications Specialist, expert in copywriting/editing
"Our new website will allow us to reach a wide audience that we could only have accomplished with the expertise of our grant team. In addition to creating a beautiful, informative and interactive website, the team's insight during the process was critical in developing the most effective website for IFR."
– Natasha Benjamin, Program Officer, IFR
About Institute for Fisheries Resources
The Challenge
The Work
The Result
The Service Grant Team
– Natasha Benjamin, Program Officer, IFR
About Institute for Fisheries Resources
Founded in 1992, IFR's mission is to protect and restore fish populations and the human economies that depend on them. By establishing alliances among fishing men and women, government agencies, and concerned citizens, IFR unites resource stakeholders, protects fish populations, and restores aquatic habitats.
The Challenge
As an organization, IFR has always focused on sharing its knowledge with the community at large. To ensure success, IFR required an effective website that would facilitate this information sharing on a large-scale. Given its limited funding for marketing and technology infrastructure, IFR hadn't updated their existing site since it was created five years prior. More importantly, IFR found that their online presence didn't reflect their organization professionally. Rather than being a tool that would strengthen their programs, the website had become an embarrassment they wanted to hide.
The Work
The Taproot Foundation awarded IFR with an Advanced Website Service Grant with an estimated market value of $25,000. A team of Taproot Foundation volunteers was assembled to collaborate with IFR to build a new website that could showcase IFR's programs and educational content. Before work began, project goals were discussed. It was agreed that the content and design needed to represent the high quality of IFR’s programs. Furthermore, the project team wanted to provide rapid, user-friendly functionality for members of the community who wished to find information on the site. Throughout the project’s construction phase, the volunteer team documented project milestones and provided hands-on education to ensure the IFR team would be able to add new content — allowing website to remain fresh and current.
The Result
The new IFR website is composed of 15 pages that include information about the organization’s programs and mission, related news/events, as well as suggestions for home activism. Additionally, it provides clear instructions for individuals who wish to show their support by donating, and contains a sign-up form for IFR’s email newsletter.
The Service Grant Team
The engagement team included:
- Jennifer Evans, certified Project Management Professional, expertise in client management
- Uei Lam, Freelance Web Developer and Implementer, extensive experience with project management
- David Yoakum, Partner, Stanbery Publishing, expert in marketing communications
- Shawn Collins, Freelance Visual Designer and Web Developer, 10+ years of experience in designing and coding websites
- Brent Jordheim, Freelance Writer, expertise in developing copy for websites
- Karen Llagas, Data Management Analyst, iQuantic Buck
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