JULIETTE E. LIPPMAN PRESIDENT DONNY MACKENZIE INCOMING EXECUTIVE DIRECTOR

JULIETTE E. LIPPMAN PRESIDENT DONNY MACKENZIE INCOMING EXECUTIVE DIRECTOR

2 WHO IS THE FLORIDA BAR FOUNDATION?

2018-19 BOARD OF DIRECTORS 3» Officers» Juliette E. Lippman, President» Hala A. Sandridge, President-elect» Thomas Oldt, First Vice President» Stephen Senn, Second Vice President» Jewel White, Immediate Past President» Designated Directors» Michelle R. Suskauer, Florida Bar President» John M. Stewart, Florida Bar President-elect» Michael J. Higer, Florida Bar Immediate Past President» Hon. Edwin A. Scales III, Third District Court of Appeal» Anthony C. Musto, Florida Legal Services President» Hon. Reginald K. Whitehead, Ninth Judicial Circuit Court

2018-19 BOARD OF DIRECTORS 4» Public Members» Connie Bookman» Carlos Halley» George W. Tinsley, Sr.» Directors (Terms expire 2019)» Robert A. Butterworth» Gregory W. Coleman» Mayanne Downs» Paige A. Greenlee» Roberto Pardo» David C. Prather» Directors (Terms expire 2020)» Karen M. Buesing» John P. Cardillo» Carl J. Domino» Murray B. Silverstein» Daniel H. Thompson» Angela C. Vigil» Directors (Terms expire 2021)» Maria C. Gonzalez» John F. Harkness, Jr.» Hon. James E. C. Perry» Raymond P. Reid, Jr.» Ashley Sybesma» Hon. Suzanne Van Wyk

DONNY MACKENZIE Foundation President 2015-16 Holland and Knight Pro Bono MVP Partner President s Pro Bono Award winner, Fourth Judicial Circuit Florida Commission on Access to Civil Justice member Co-founder of the Campaign to Maintain Justice in Jacksonville 2016 Robert J. Beckham Equal Justice Award from Jacksonville Area Legal Aid Florida Justice Technology Center board member Florida Bar Grievance Committee for the Fourth Judicial Circuit B (chair 2014) Florida Rules of Judicial Administration Committee, Professionalism Committee Florida Pro Bono Legal Services Committee (chair, Rules subcommittee) Florida Rules of Civil Procedure Committee (chair 2002-2003) Florida Code and Rules of Evidence Committee (chair 2008-2009) JALA s Board of Directors (Chair 1998-2000) JALA s Guardian ad Litem and Pro Bono committees J.D. from Florida State University College of Law 5

6 Lou Ann Powell Donna Marino Jessica Brown Lushawn Phillips Deputy Director, CFO/COO Development Director Communications Director IOTA Manager 12 FULL-TIME STAFF MEMBERS Jessica McCabe Michelle Fonseca Maritza Ramirez Kate York, Esq. Executive Assistant Development Coordinator Office Manager Grants Program Officer Claud Nelson, Esq. Jasmine Lee-Gaumier Manuel Romero Emily Silva Pro Bono Program Officer Controller Grant & Office Administrator IOTA Remittance Specialist

7 STRATEGIC RESET What is it? How is it being implemented? How will we measure for success?

8 You need a new song, or a couple new verses, at least. The old pro bono, lawyers are going to do everything, lawyers are going to give all the money, does not work. It cannot work. The problem is too big. We have got to reach out to other people, other entities, other ways, in order to accomplish our goal. - Former Florida Bar Executive Director Jack Harkness

9 Strategic Reset Report thefloridabarfoundation.org/what-we-do/strategic-reset/

OBJECTIVES MAXIMIZE THE IMPACT AND EFFECTIVENESS OF CIVIL LEGAL ASSISTANCE PROVIDED TO LOW AND MODERATE INCOME INDIVIDUALS AND COMMUNITIES IN FLORIDA. Collaborations and partnerships will need to be built by grantees with other nonprofit and social services organizations. Sharing and adopting best practices will be key. Grantees will be expected to invest in technology, internal operations, and other systems to support their mission and programs.

OBJECTIVES EXPAND THE ROLE OF THE FOUNDATION AS AN EXPERT FACILITATOR OF EFFECTIVE CIVIL LEGAL ASSISTANCE FOR LOW AND MODERATE INCOME INDIVIDUALS AND COMMUNITIES IN FLORIDA. The Florida Bar Foundation has expertise and experience in grant applications, resource development, technology, and crisis communications which is shared with grantees. Expanding this role will require collaboration with strategic partners, developing and sharing the narrative, and expanding its communications program.

OBJECTIVES SERVE AS A CATALYST FOR BROAD-BASED, SYSTEMIC CHANGE AND INNOVATIVE SOLUTIONS TO REDUCE AND ELIMINATE THE JUSTICE GAP IN FLORIDA S CIVIL JUSTICE SYSTEM. Updating the delivery system to be client-centered, with measurable results is the goal. Rethinking the historical regional approach to a more targeted investment approach is underway. There are gaps in statewide advocacy that need to be addressed and filled. The Foundation will study those gaps and build plans to address them.

13 IMPLEMENTATION» Investment in technology Florida Pro Bono Matters Florida Name Change» Community partnerships and relationship building» Trainings and conference scholarships» Investment in public service lawyers Summer Fellows Equal Justice Works Fellows

14 HOW WILL WE MEASURE FOR SUCCESS? Phase 1: Develop System Map and Evaluation Framework Phase 2: Develop Assessment Metrics and Process Phase 3: Conduct Assessment Phase 4: Present Results and Develop Plan for Ongoing Assessment and Learning

CURRENT GRANTS 15

16 CURRENT GRANTS $6,371,839 $553,350 $1,467,000 $300,000 BOA Community Economic Development Initiative Grants Legal Aid Summer Fellowship Program & Equal Justice Works Fellows Children s Legal Services Grants Pro Bono Transformation and Innovation Grants

17 CURRENT GRANTS $1,080,000 $881,000 $862,288 $220,946 Improvements in the Administration of Justice Grants Florida Legal Aid Disaster Relief Grants Loan Repayment Assistance Program Law School Civil Legal Clinic Grants

18 HOW CAN I SUPPORT THE FOUNDATION?

19 Become a Foundation Fellow Legacy for Justice Tribute & Memorial Gifts Cy Pres Awards Planned Giving Take a Case www.floridapro- BonoMatters.org Emeritus Rule Kids Deserve Justice Plate Bridge to Bronze

20 FLORIDA PRO BONO MATTERS www.floridaprobonomatters.org Text: 407-988-2970» Set up your preferences» Search for a case by city» Search for a case by type

SECTION & DIVISION LIFETIME GIVING 21 Family Law Section Young Lawyers Division Trial Lawyers Section Business Law Section Criminal Law Section Real Property, Probate & Trust Law Section* Appellate Practice Law Section Solo and Small Firm Section Adminstrative Law Section Tax Section Health Law Section Workers' Compensation Section Alternative Dispute Resolution Section International Law Section City, County and Local Govenrment Law Section Young Lawyers Division-Law Student Division Government Lawyer Section $125,400 $100,000 $50,470 $50,000 $10,500 $2,500 $1,300 $1,250 $1,000 $1,000 $500 $250 $200 $20 $226,000 $300,000 $296,808 Note: * RPPTL reflects a $50,470 refund to FBF in past sponsor fees paid by the Foundation, rather than a direct section contribution.

Questions? 23

24 THANK YOU www.thefloridabarfoundation.org