ABOUT TAPROOT FOUNDATION

Most organizations tackling social problems don’t have access to the marketing, design, technology, management or strategic planning resources they need to succeed. Without this talent, few are able to have their intended impact on critical issues like the environment, health, and education.

Taproot is a nonprofit organization that makes business talent available to organizations working to improve society.

We engage the nation’s millions of business professionals in pro bono services both through our award-winning programs and by partnering with companies to develop their pro bono programs. One day, we envision all organizations with promising solutions will be equipped to successfully take on urgent social challenges.

OUR MISSION Our mission is to lead, mobilize and engage professionals in pro bono service that drives social change.

Lead NatIONaLLy by actINg LOcaLLy While working to expand the impact of pro bono services nationally by leading the pro bono movement, we concentrate our efforts for social impact within five metro areas where we have offices: Chicago, Los Angeles, New York City, San Francisco Bay Area, and Washington, D.C. We currently operate three core practices that increase nonprofits’ access to pro bono services. Through these programs we provide millions of dollars in services each year.

ff ServicefGrantfProGramOur signature Service Grant program operates in five cities and, since its inception in 2001, has engaged professionals in over 986,700 hours of pro bono service on more than 1,800 projects.

ff adviSoryfServiceSWith our Advisory Services and leadership resources, we support companies and organizations in designing and developing their own customized, high-impact pro bono programs for their employees and communities. We apply expertise garnered through our Service Grant program to design innovative solutions to best meet our corporate clients’ business needs while ensuring their employees make a meaningful impact in their communities.

ff movementfBUiLdinGWe partner with leading companies, foundations, universities, governments, coalitions, and associations across the country to host convenings and run campaigns to bring the pro bono service ethic to bear for progress on issues facing our cities and society. We provide thought leadership in social innovation and capacity building in the areas of marketing, human resources, management, and information technology.

oFFiceS

BAY AreA466 Geary Street, Suite 200San Francisco, CA 94102

NeW YOrk CiTY40 Worth Street, Suite 601New York, NY 10013

ChiCAGO205 W. randolph St., Suite 1220Chicago, iL 60606

LOS ANGeLeS1000 North Alameda Street, Suite 224Los Angeles, CA 90012

WAShiNGTON, D.C.1612 k St. NW, Suite 505Washington, D.C. 20006

WHy taPROOt?

A “taproot” is the core root of a plant. it gathers nutrients from lateral roots and delivers them to a plant to enable it to flourish.

We see ourselves as a taproot for the nonprofit sector, drawing nutrients from the community and delivering them to nonprofits to enable them to thrive.

LeArN MOre ATwww.taprootfoundation.org

FoLLoWfUSfonLine

SERVICE GRANTSBY THE NUMBERS:

SINCE 2001,

f Taproot has awarded about 1,800 Service Grants to nonprofits nationwide

f Taproot has delivered more than $85.4 million in pro bono services through the Service Grant program

f Taproot has successfully engaged 5,300 business professionals in pro bono service

f Taproot has delivered more than 986,700 hours of pro bono service to local nonprofits

IN 2010,

f Taproot awarded 356 Service Grants to nonprofits nationwide

f Taproot delivered more than $19.2 million in pro bono services through the Service Grant program

f Taproot has almost 3,000 active pro bono consultants serving in San Francisco, New York City, Chicago, Los Angeles, and Washington, D.C.

Data last updated April 2011.

Taproot Foundation mobilizes teams of business professionals to produce quality, high-impact pro bono work for nonprofit community grantees through its signature Service Grant program. At the end of the project, nonprofit clients are left with an infrastructure-building deliverable valued at an estimated $45,000 or more.

PRO BONO CONSULTANTS Each pro bono consulting team, made up of 4-6 members, is assembled from a pool of carefully screened professionals, who each have a minimum of 3-5 years experience in the fields of marketing, human resources, strategic management, design, or information technology. Taproot’s Service Grant engagement lasts an average of six months with each consultant contributing 3-5 hours a week.

NONPROFIT GRANTEES Each nonprofit Service Grant recipient is selected through a competitive application process and vetted for readiness and project scope. Taproot has engaged in many years of research, inquiry, and continuous improvement to ensure our Service Grant projects’ impact and success. Taproot has four grant rounds each year, with application deadlines falling on the first of March, June, September, and December.

To be eligible for a Service Grant, nonprofits must:

f Be classified as a 501(c)3 f Work within the issue areas of arts, education, environment, health, or social

services f Have at least three full-time employees and a budget over $350,000 f Be headquartered in one of our service areas: Chicago, Los Angeles, New

York City, San Francisco Bay Area, or Washington, D.C. area f Commit to a minimum of six months to complete the Service Grant

engagement

SERVICE GRANT TYPES Taproot currently offers 14 types of Service Grants from the following practices:

MARKETING f Key Messaging & Brand Strategy f Naming & Visual Identity f Visual Identity & Brand Strategy f Brochure f Annual Report

STRATEGY MANAGEMENT f Competitor/Collaborator Analysis f Financial Analysis f Strategic Planning Prep f Strategic Scorecard

LEADERSHIP DEVELOPMENT AND STRATEGIC HUMAN RESOURCES

f Performance Management f HR Capacity Build f Strategic Staff Development f Board Recruitment

INFORMATION TECHNOLOGY f Website

FOR MEDIA INQUIRIES,e-mail pr@taprootfoundation.orgcall (212) 522-6799visit www.taprootfoundation.org

ADVISORY SERVICESSERVICES DELIVERED

ff STRATEGYfSETTING•fProgram visioning•fImplementation strategy

ff ASSESSMENTfANDfRECOMMENDATIONS•fNonprofit needs•fSkill feasibility•fProject recommendations

ff PROGRAMfDESIGN•fProject scoping•fProject tools, templates, and

best practices•fProgram management

system design and best practices

ff IMPLEMENTATIONfSUPPORT•fPartner outreach•fPartner intake and vetting•fTroubleshooting•fEvaluation support

The Taproot Foundation counsels and supports companies in designing anddeveloping high-impact pro bono programs for its employees and community. By leveraging years of insight from original research and our award-winning Service Grant Program, Taproot is uniquely positioned to create innovative corporate programs that are aligned with companies’ culture, brand, and philanthropic and strategic business objectives.

As the leader in the pro bono service field, Taproot’s Advisory Services helps companies develop customized programs that based on where they are todayand where they’d like to be in the future.

KEY TOOLS AND SUPPORT Taproot designs its advisory engagements to provide real value in the following ways:

UNDERSTANDINGfTHEfPOTENTIALfFORfIMPACTTaproot catalogs employees’ core competencies and the top needs of community partners, and then presents strategic recommendations for pro bono service models to impact the community.

DESIGNfTHATfISfACTION-ORIENTEDTaproot works with companies on pro bono service initiatives that meet themat their level of capability. From a basic program framework to a robust, ready-to-scale program, Taproot makes sure every client hits the ground running.

CUSTOMIZEDfPROGRAMfSUPPORTTaproot tailors every consulting engagement to provide the right level of hands-on support and guidance. Scoped pilot projects ready for gradual implementation, templates and training for program managers, or programintegration design—whether companies have limited resources or a fully dedicated department, Taproot’s work addresses their resources and needs.

CLIENT ROSTER

FOR MEDIA INQUIRIES,e-mailfpr@taprootfoundation.orgcallf(212)f522-6799visitfwww.taprootfoundation.org

MOVEMENT BUILDINGTaproot Foundation has evolved into a thought leader in the pro bono movement, uniting passionate professionals, corporations, nonprofits, professional services firms, trade associations, universities, and government agencies around social change. Through years of direct experience initiating and scoping projects, Taproot has the relevant insight to help countless others strategically implement the pro bono ethic in their own organizations.

Check out our tools and research, and contact us for additional information on how to access any of these resources.

TOOLS ff TaprootfBlueprintfSeries

We want to make it simple and manageable for you to harness the power of pro bono. This series of guides brings together our latest tools, research, and best practices so you can implement pro bono programs in any sector and achieve enduring impact.

ff BusinessfValuefFlashcardsCurious about the benefits of pro bono programs? This customizable presentation contains data and talking points to help communicate the benefits of pro bono service.

ff CompetenciesfMapThis Map enables you to explore 76 types of pro bono projects needed by nonprofits, the occupations required, and the viability of each project type.

ff ProfBonofMarketfMapCurious about the other pro bono efforts in your field? What are the current trends? Who is leading the effort? This map provides a deep dive into the state of pro bono for each player within the marketplace.

ff ProfBonofStandardsfandfValuationfToolHow do you consistently value your pro bono contribution? These standards help professionalize the field by ensuring consistent reporting on the value of services delivered to recipient organizations.

ff HourfTrackingfandfValuationfToolInterested in tracking pro bono efforts and determining the value of your pro bono efforts? This comprehensive tracking tool will allow employees or volunteers to not only track the number of hours they contribute but also determine accurate dollar valuations at the conclusion of project work.

RESEARCH ff MakingfProfBonofWork:f8fProvenfModelsfforfCommunityfandfBusinessfImpactfwhitepaperEach organization is unique, and each pro bono program should be too. There are numerous models for successful pro bono programs. This white paper offers eight models of programs with examples by leading companies, allowing readers to imagine a model that would best suit their organization.

ff CorporatefCommunityfEngagementfSpectrumFrom financial support to hands-on volunteering to pro bono service, your philanthropic contributions to the community can be made in many ways. How is your existing giving structured? How does pro bono service fit into your overall portfolio? This simple chart shows various ways to support nonprofits and see what makes pro bono service so unique.

ff EmployeefEngagementfandfImpactfSustainabilityThis diagram charts various methods of employee engagement and the corresponding sustainability of service impact. It is useful when considering how to structure a volunteerism portfolio.

ff BoardfServicefHubBased on surveys from more than 250 professionals, our studies show the value of having marketing and human resources professionals on nonprofit boards and the critical expertise they can bring to an organization.

FOR MEDIA INQUIRIES,e-mailfpr@taprootfoundation.orgcallf(212)f522-6799visitfwww.taprootfoundation.org

WHY PRO BONO?

WHAT ARE THE BENEFITS OF PRO BONO SERVICE ? PROFESSIONAL DEVELOPMENTff Expandfyourfrésuméfandfprofessionalfportfolioff Maintainfandfsharpenfyourfprofessionalfskillsff Developfmanagerialfandfteam-buildingfskillsff Growfyourfexpertisefbyfusingfprofessionalfskillsfinfafnewfwayff Enjoyfincreasedfautonomyfandfcreativityfonfprojectsff Buildfyourfprofessionalfnetworkff Experiencefnewfstyles,fmethods,fandftoolsfforfprojectfmanagementff Learnfaboutfdifferentfprofessionsfandfrolesfthroughfcollaborativefprojects

SOCIAL ENGAGEMENTff Makefafpositivefdifferencefinfyourfcommunityff Engagefdirectlyfwithflocalfandfpressingfcommunityfissuesff Createflasting,ftangiblefimpactfwithfcapacity-buildingfprojectsff Getfaffirsthandflookfatfthefinnerfoperationsfoffthefnonprofitfsectorff Befpartfofftheflargerfprofbonofmovementff Setfanfexamplefoffservicefforfotherfprofessionals

PERSONAL INCENTIVEff Winfrecognitionfandfrespectffromfprofessionalfpeersff Joinfanfelitefcommunityfoffaward-winningfconsultantsff Gainfpositivefpublicfexposurefforfyourselffandfyourfcompanyfthroughfafvarietyfoffmediafchannels,fincludingfTaproot’sfWebfsite

ff Servefasfafrolefmodelfforfchildren,ffriends,fandffamilyff Makefnewffriends

WHAT IS THE DOLLAR VALUE OF PRO BONO? Thisfdatafdeterminesfthefdollarfvaluationfoffeachfhourfoffdonatedfprofbonofservice.fThesefvaluesfbelowfarefbasedfuponfcurrentfU.S.fsalaryfdatafadjustedftofaccountfforfgeographicfdifferencesfandftypicalffeefdiscountingfpractices.

BY THE NUMBERS:

Skills-basedfvolunteerismf(whichfincludesfactivitiesfsuchfasfgeneralfoperationsfsupport,fmanagementfconsultation,fandfsoftwarefsystemsfdevelopment)fcanfbefmore than 400%fthefdollarfvaluefofftraditionalfvolunteerfactivitiesf(i.e.ffoodfpreparation,fsorting,fserving,fcleaning).

Skills-basedfvolunteeringfresultsfinfthree timesfasfmuchfjob-relatedfskillsfgainfandf22% morefnewfinternalfrelationships.

12% more skilled/profbonofvolunteersffoundftheirfexperiencef“extremely”forf“very”fsatisfying.

Source: Points of Light Institute/HandsOn Network ROI Study by True Impact LLC, 2010

MARKETING,fADVERTISING,f

PR$80 $100 $150

ACCOUNTING,fFINANCIALfSERVICES

$90 $135 $200

ARCHITECTURE,fENGINEERING,fCONSTRUCTION

$75 $100 $145

STRATEGICfCONSULTING,f

ORGANIZATIONALffDESIGN,ffHR,fITfSERVICES

$100 $150 $225

ROUNDEDfAVERAGEfFORfSERVICES:f

$120Infabsencefoffemployeefskillfareafdatafandfinternalfbillingfrates,fCECPfrecommendsfusingfanfestimatefoff$120fperfhourfforfprofbonofservicefprojects.fThisfisfbasedfonfafroundedfaveragefbillingfratefforfmid-levelfemployeesfacrossfdisciplines.

CreatedfinfpartnershipfwithfCECPfWellesleyfHillsfGroup,fLLC

SKILLLEVEL

ENTRYLEVEL

MIDLEVEL EXECUTIVE

LEADERSHIP

FOR MEDIA INQUIRIES,e-mail pr@taprootfoundation.orgcall (212) 522-6799visit www.taprootfoundation.org

BOARD OF DIRECTORS f Sylvia Reynolds, Chair

Chief Marketing Officer, Wells Fargo f Tracy Barba

Vice President of Marketing and Director of Consulting Services, Duarte, Inc. (ret.)

f Caroline Barlerin Head of Global Volunteering and Pro Bono Services, Hewlett-Packard

f Gari Ann Douglass Chief Operating Officer/Chief Financial Officer, 3ality Digital

f Tom Eddington Consultant, Hewitt Associates (ret.)

f Jane Freeman Chief Financial Officer, Scientific Learning (ret.)

f Evan Hochberg National Director of Community Involvement, Deloitte Services LP

f Aaron Hurst President & Founder, Taproot Foundation

f Stephen Kirmse Managing Director, JPMorgan Chase & Co. Inc. (ret.)

f Dr. Antoinette La Belle* Managing Director, Lehman Brothers (ret.)

EXECuTIvE mAnAgEmEnT TEAm f Aaron Hurst

President & Founder f Robert Acton

Executive Director, New York City f Cheryl Barth

Vice President and CFO f Joel Bashevkin

Executive Director, San Francisco

f Sandra Lamb President & CEO, Lamb Advisors

f Esther Lardent President & CEO, Pro Bono Institute

f Nancy Murphy Vice President, Special Initiatives, GEO

f Betsy Neville Senior Managing Director, Practice Leader - Corporate Communications, FD Chicago

f Roberto Orci President, Acento

f Julian Posada President, Chicago Fire

f John Rudolph CEO, Bug Music

f Wendi Sturgis Vice President, North America Account Management, Yahoo!

f Chan Suh CEO, Broome Crosby Ltd. and Founder, Agency.com

f Akihiko (Kiko) Washington Senior Vice President, Worldwide Human Resources, Warner Bros.

* Emeritus Board

f Ann Burroughs Executive Director, Los Angeles

f Megan Kashner Executive Director, Chicago and Washington, D.C.

f Simone Pero Vice President, External Affairs

f Laura Weiss Vice President, Service Innovation

AARON HURSTPRESIDENT & FOUNDER, TAPROOT FOUNDATION

Aaron Hurst is a globally recognized social innovator and leading architect of the growing pro bono services movement.

Aaron’s career is dedicated to challenging and empowering the public and private sectors as well as individuals and organizations to drive our collective social, environmental and economic progress. He is the founder of the Taproot Foundation—a nonprofit organization building a national pro bono marketplace and leading the global service movement—and is a creative force behind the conception of the national Billion + Change initiative and the Service Enterprise model.

Launched in 2001, the Taproot Foundation has served more than 1,300 nonprofit organizations through its award-winning Service Grant program, which has touched the lives of nearly 19 million people across our country. Taproot has recruited more than 10,000 business professionals as pro bono consultants, making it the largest nonprofit consulting firm in the country for the past five years. With support from over 100 local and national foundations, and through partnerships with more than two dozen global corporations, such as Deloitte LP, Gap Inc., and Wells Fargo, their presence continues to grow worldwide. Under Aaron’s leadership, the Taproot Foundation has pioneered a new field in community investment and continually breaks new ground through its signature and catalytic programs designed for the emerging global pro bono marketplace.

Widely known for his thought-leadership in civic engagement, nonprofit management and corporate social responsibility, Aaron is both an Ashoka and Draper Richards Kaplan Foundation fellow. He has also been formally recognized as a leading social innovator by the Aspen Institute, Social Venture Network, Fast Company, Commonwealth Club, the Manhattan Institute, the State of California, and the Alliance for Nonprofit Management. In 2009, he received the LSA Humanitarian Service Award, the highest honor bestowed on University of Michigan alumni.

An entrepreneur since 16, Aaron began his career as a social innovator at the University of Michigan, where he designed and led an educational program for local correctional facilities, subsequently becoming the first student to receive the Michigan Campus Compact Award. Upon graduating, he worked in inner-city education in Chicago before landing in Silicon Valley as an early employee at two venture-backed social venture companies.

Aaron currently sits on the International Advisory Board of Directors of CiYuan, a three-year initiative to increase social investment in China, and serves on the boards of Reimagining Service and BoardSource. He has co-authored the children’s book Mommy and Daddy Do It Pro Bono with his wife, Kara Hurst, and is a featured blogger for The Huffington Post.

Aaron, Kara, and their two children live in Brooklyn.

FOR MEDIA INQUIRIES,e-mail pr@taprootfoundation.orgcall (212) 522-6799visit www.taprootfoundation.org

2001

DECEMBER Aaron Hurst launches the Taproot Foundation in San Francisco.

DECEMBER Taproot receives its first pro bono consultant application.

OCTOBER Draper Richards Foundation awards Taproot a fellowship for social entrepreneurship.

OCTOBER Taproot opens its Bay Area office in San Francisco.

NOVEMBER Taproot acquires involveX, a Bay Area volunteer and donor education organization.

LEARN MORE ATwww.taprootfoundation.org

HISTORY OF TAPROOT

2002

2003

2004

2005

2006

2007

2008

2009

2010

AUGUST First Service Grant awarded to Community Awareness & Treatment Services (CATS) in San Francisco.

FEBRUARY Taproot opens its second office in New York City.

Taproot receives its 1,000th pro bono consultant application.

AUGUST Ashoka awards Aaron Hurst a global fellowship for social entrepreneruship.

FEBRUARY Taproot launches its third office in Chicago.

APRIL Taproot hosts the inaugural Pro Bono Awards to celebrate the expansion of the pro bono ethic in the business community.

APRIL Taproot receives its 10,000th pro bono consultant application.

FEBRUARY A Billion + Change campaign launches with $400 million in pledges of pro bono service from corporations across the country.

MARCH Taproot launches its fourth office in Washington, D.C.

APRILTaproot co-hosts the Pro Bono Roundtable in Chicago with 30 corporations participating.

FALL Taproot launches its fifth office in Los Angeles.

SPRING Taproot launches an Advisory Services practice to help corporations build and scale their own pro bono programs.

JANUARY Taproot hosts a summit in Chicago on pro bono service for professional schools and universities.

FEBRUARY Taproot celebrates its 1,000th Service Grant project.

APRIL Taproot coins the term “Service Enterprise.”

MAY Taproot receives the prestigious CaliforniaVolunteers’ Spotlight Award from Gov. Arnold Schwarzenegger.

JULY Taproot unveils a new strategic plan and a refreshed brand and visual identity.