STEADY GOVERNANCE IN A YEAR OF CHANGE
• Maintained steady governance through significant uncertainty, staying closely engaged with timely questions, clear decisions, and transparent communication. • Strengthened leadership continuity by filling key committee roles and reinforcing the Executive Committee. • Completed a Board Self-Assessment to identify strengths and improvement priorities. • Implemented stronger onboarding processes for Board roles, including Board President, committee chairs, and a Board Buddy partnership to support and integrate new board members.
ADVANCING STRATEGIC & ORGANIZATIONAL DEVELOPMENT
• Successfully completed the organization’s three-year Strategic Plan on schedule. • Prepared for 2026 with an agile Operating Plan establishing clear priorities, anticipated headwinds, and alignment with measurable goals.
RESILIENCE, RISK PLANNING, AND RESPONSIBLE STEWARDSHIP
• Consolidated scenario planning and resilience work through the Crisis Management Committee by developing tiered responses, establishing early indicators, and setting decision triggers tied to federal policy uncertainty. • Led disciplined financial stewardship during revenue disruption, including board-level budget revision and clear decision thresholds to protect mission quality. • Reviewed and updated OCF’s reserves policy, reducing the reserve threshold from 12 months to 6 months to reflect a sustainable standard while maintaining responsibility. • Completed a comprehensive emergency succession plan for the Executive Director role. • Realized full Board participation and expanded relationship-based fundraising and outreach and leveraging community networks (e.g., bike races, Rotary, donor reconnection/new donor outreach) to provide over 70 scholarships for caring adults.
POSITIONING FOR 2026
• Advancing funding diversification by launching the One Circle Foundation Legacy Fund, an organization fund through the Marin Community Foundation, to establish an endowment that offers supporters a meaningful way to make lasting contributions, strengthening long-term sustainability, and deepening donor partnerships. • Committed to organizational capacity building, governance effectiveness, and agility through partnerships and grant-supported initiatives, including the annual in-person governance conference to strengthen board cohesion and the Board–Executive Director partnership to position the organization for ongoing stability and growth amid economic challenges.
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ONE CIRCLE FOUNDATION 2025 ANNUAL REPORT
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