Giving in Numbers:

2015 Edition

**10th Anniversary** Presentation to:

Council on Michigan Foundations

Corporate BreakfastNovember 9, 2015

Photo sources throughout the presentation: Wikimedia commons

Carmen Perez

Director, Evaluation and Data Insights

CECP

cperez@cecp.co

Twitter: @CECPtweets

THE CEO FORCE

FOR GOOD

Giving in Numbers: Unparalleled Scope and Scale

3

271 Multi-Billion Dollar

Companies Responded

67 of Fortune 100

$8.3 trillion dollars in combined

2014 revenues

No other study compares to this reach on topics of corporate societal investment.

Topics

4

Context: State of the Industry

Strong & Stable Total Giving

Indicators of Growth

The Employee Factor

Topics

5

Context: State of the Industry

Strong & Stable Total Giving

Indicators of Growth

The Employee Factor

Resiliency & Elevation of the Role

6

Companies Continue to Make the Case for Contributions Team Staff

Despite Downturns in Total Corporate Employee Headcount

Team Size

Stayed the

Same or

Grew

Team

Size Decreased

65%

35%

Companies with Decrease in Headcount, n=57

76%50%

34%50%

Companies withIncrease in

Headcount, n=49

Companies with FlatHeadcount, n=16

Source: CECP Company-Reported Data, Giving in Numbers, 2012-2014, Matched Set Data, N=122

7

Companies that increased giving the most produced stronger financial

performance, 2012 to 2014

2%

9%

9%

14%

All Other Companies

Increased Total Giving by 10%+

Pre-Tax Profit Growth Rate - Median Revenue Growth Rate - Median

Giving

Growth

Purpose ↑ Performance ↑

Source: CECP Company-Reported Data, Giving in Numbers, 2012-2014, Matched Set Data, N=159

Mounting Proof of the Business Case

• 84%: business can pursue self interest while doing good (2014 Edelman Trust Barometer)

Business Expectations Rising

• 55% of consumers pay more if linked to societal impact (2014 Nielsen Global Survey)

Consumers Buying

• Millennials will make up 50% of workforce by 2024 (Gartner and Lynch)

Millennials Setting the Pace

• A dollar invested the value-weighted portfolio of a “high-sustainability firm” in 1993 would have been worth $22.60 by 2010, versus only $15.40 for a dollar invested in a more traditional firm. (Eccles, Serafeim, Ioannou, HBR)

Performance

Topics

9

Context: State of the Industry

Strong & Stable Total Giving

Indicators of Growth

The Employee Factor

How Many Companies Are Increasing Giving

1

0

Total Giving is Up For 56% of Companies From 2012 to 2014

Distribution of Companies by Changes in Total Giving Between 2012 and 2014

Tiers of Total

Giving Changes

Percent of

Companies

in Each

Tier

56%

10%11%

15%

8%

14%

18%

24%

< -25% -25% to-10%

-10% to-2%

Flat 2% to10%

10% to25%

> 25%

Source: CECP Company-Reported Data, Giving in Numbers, 2012-2014, Inflation Adjusted, Matched Set Data, N=200

Benchmarking Total Giving, 2014 Data

Source: CECP Company-Reported Data, Giving in Numbers, 2014

Strong and Stable Total Giving

Source: CECP Company-Reported Data, Giving in Numbers, 2014

20%

21%

30%

26%

All Companies(N=131)

Fortune 100(n=41)

International Giving as a % of Total Giving, 2014

Top Quartile Average

Giving Internationally

23%

37%

30%

48%

33%

35%

47%

33%

34%

16%

17%

10%

11%

13%

6%

10%

0% 20% 40% 60% 80% 100%

Approval Process ofGrants/Recipients

Contribution Budget

Priority Cause Areas

DataTracking & Reporting

Centralization of Decision Making, 2014

All Headquarters

Shared, with Majority Headquarters

Shared, with Majority Regional/Local

All Regional/Local

Percentage of

Companies

Note: Top Quartile refers to the minimum value to be in the top 25% of companies when sorted high to low.

Topics

1

4

Context: State of the Industry

Strong & Stable Total Giving

Indicators of Growth

The Employee Factor

Results Measurement Is On The Rise

More Companies Are Measuring Social Results

% of companies measuring outcomes or impacts on at least one grantNote: Matched-Set data, N=139.

All Companies

100%

78% 86%

19% 25%

% of companies measuring outcomes or impacts All Grants

2013 2014

Note: Matched-Set data, N=139.

Current Depth of Measuring Social Results: 2014

How many companies measure societal outcomes and/or impacts for only…

More companies

measure results just for

strategic programs,

compared to other ways

they limit their

measurement.

Source: CECP Company-Reported Data, Giving in Numbers, 2014, N=165

Companies Using Grantee Results Data

Three most popular uses of data reported to companies by grantees

and/or nonprofit partners (N=179)

84%

70%

91%

Decide which

grantees/partner to

fund

Demonstrate

outcomes to internal

stakeholders

Report publicly

giving

achievements

Source: CECP Company-Reported Data, Giving in Numbers, 2014, N=179

Measurement Support Companies Offer to Grantees

No

support

(5 out of

10)

In-

kind

(1 out

of 10)

Cash

(2 out

of 10)

Cash +

In-kind

(2 out

of 10)

CECP Asked Corporate Societal Investment Professional….

“What are the types of support companies offer grantees to measure results?”

On average, out of 10 companies, they offer:

Source: CECP Company-Reported Data, Giving in Numbers, 2014, N=177

CECP Asked Corporate Societal Investment Professionals…

Are your departments “doing good” that is

not counted in Total Giving?

49%

42%

9%

Yes, there are manyexamples.

Maybe, there are someexamples.

No, there are not manyexamples.

2015 Summit

Attendees

Voted

Cultivating Cases: Good Beyond Giving

Note: CECP Summit audience polling question on 5/19/2015. Vendor: Ubiquis.

Topics

2

0

Context: State of the Industry

Strong & Stable Total Giving

Indicators of Growth

The Employee Factor

The Employee Factor: 2014 Engagement Snapshot

2

1Source: CECP Company-Reported Data, Giving in Numbers, 2014, N=271

Jessica Rodell

Associate Professor

University of Georgia

22

University of Georgia Study Links Volunteering To Job

Performance Through Increased Meaningfulness

Employee Volunteering Offerings in 2014

2

3

Paid-Release Time Was Offered by the Highest Number of Companies in 2014

60% 59%56%

54% 53%50%

48%

6%

34%36%

20%

30%33%

20%

14%

5%

Paid-ReleaseTime

EmployeeVolunteerAwards

Dollars forDoers

CompanyWide Day

FlexibleScheduling

Pro BonoService

BoardLeadership

VolunteerSabbatical

Domestic (HQ Country) International (All Other Countries)

Source: CECP Company-Reported Data, Giving in Numbers, 2014, N=221

Giving in Numbers survey asks respondents to pick their 3 most successful programs.

How Many

Companies

Offered the

Program in 2014

Voted

Successful

80%Picked it as

most

successful

68%Picked it

as most

successful

65%Picked it

as most

successful

The Votes Are In: Top 3 Most Successful Programs

Source: CECP Company-Reported Data, Giving in Numbers, 2014 Data. Domestic Volunteer Programs.

Number of Hours Varies Based on Program Offerings

Pro Bono

2014 Avg. Hours 134,000

Company-Wide Day

Pro Bono

& 238,0002014 Avg. Hours

Company-Wide Day

167,0002014 Avg. Hours

Source: CECP Company-Reported Data, Giving in Numbers, 2014 Data, N=220. See more on page 18 of Giving in Numbers.

Co

mp

an

ies C

ate

go

rized

Based

on

Pro

gra

m O

fferi

ng

s

University of Southampton Study Says Social Incentives

are Linked to Productivity Increases

2014 Shows: Matching Gifts Are Standard Practice

Energy

100% Offering

13.4% of CashUtilities

100% Offering

7.5% of Cash

Financials

96% Offering

16.2% of Cash

Health Care

90% Offering

13.3% of Cash

Source: CECP Company-Reported Data, Giving in Numbers, 2014 Data, N=271 (percentage of companies) & n=243

(median percentage). See more on page 23.

14.8%Matching/Total Cash

9.7%Matching/Total Cash

$1.2 Mill.Median Total Matching

$2.0 Mill.Median Total Matching

Companies that limit eligible

nonprofit orgs, 54%

Companies where eligible nonprofit orgs are not limited,

46%

Higher

Median

Higher

Percent

Employee Matching Programs With Open

Organization Eligibility Use Larger Budgets

Open

Eligibility

Match

Limited

Eligibility

Match

Source: CECP Company-Reported Data, Giving in Numbers, 2014 Data, N=100.

22

14

11.5

4

7

7

8

8

10

8.8

29

2014 Median Corporate Contributions FTEs, by Industry

8

Source: CECP Company-Reported Data, Giving in Numbers, 2014 Data

Summary

3

0

Context: State of the Industry

14%

Strong & Stable Total Giving

0.13%

Indicators of Growth

18%

The Employee Factor

33%

Revenue Growth Rate, Giving Increasers

Rev. Benchmark, Michigan Companies

Growth Rate for Measuring Companies

Avg. Vol. Participation, Midwest Companies

Next Steps

• Compare your company’s work to the

trends in the report

• Contact CECP for custom

benchmarking

• Let your team know:

• Survey open: January 2016

• Survey deadline: March 31, 2016

• New definition: total giving recipients meet

Global Guide criteria cecp.co/global1. Formally Organized

2. Charitable Purpose

3. Never Distribute Profits Contact: CPerez@cecp.co