pushing the giving boundaries: keys to a successful global csr program

Pushing the Giving Boundaries:Keys to a Successful Global CSR Program

P U S H I N G T H E G I V I N G B O U N D A R I E S

Jennifer C. Weston-MurphyAssociate Manager, Corporate LeadershipCECP

This presentation corresponds with a

webinar! Watch it here:

https://vimeo.com/200057879

Pushing the Giving Boundaries: Keys to a Successful Global CSR Program


AGENDA

International Giving and Employee Engagement Trends

David Carrey, Global Exchange Manager, CECP

Vetting and Disbursements, Legal ComplicationsDonna Callejon, Chief Business Partnerships Officer,

GlobalGivingGary Carr, Chief Financial Officer, Good Done Great

Company Case Study: JabilLisa Allison, Sr. Manager, Social & Environmental

Responsibility, Jabil

Poll question! Tell us more about you…


Which top two pain points are you experiencing in managing your international program?• Identifying qualified charity partners and projects• Variability of cultural norms • Risk management in funding overseas organizations• Lack of local staffing • Cost of vetting and/or disbursement


• This presentation will be video recorded.

• Slides and link to video recording will be shared.

Before we begin…

Share your questions with us in the Questions box.


David CarreyGlobal Exchange ManagerCECP

International Giving and Employee Engagement Trends

International Giving Definition According to Giving In Numbers: 2016 Edition

INTERNATIONAL GIVING: All contributions made to benefit end recipients in all countries

outside of the company’s “domestic” or corporate headquarters country.

Giving Around the Globe

Giving Around the Globe: 2016 Edition Snapshot: Classic corporate societal engagement metrics by region including:

Total Giving as a % of Revenues

Total Giving per Employee

Average # of Full-Time Equivalents

% of International Givers

% having a Foundation

Matching Gifts and Volunteer Programs Offering

Regional focus on SDGs

Recommendations of Regional Employee Engagement Partners including: Charities Aid Foundation in South Africa

Huizeren in China

Service Grant Japan

iVolunteer in India

Voluntare in Latin America

Giving Around The Globe Key Regional Trends

Source: CECP company-reported dataset. 2015 Data

Europe 81% of surveyed European companies give internationally. Brexit may affect companies’ contributions as well as labor mobility

within the UK and continental Europe.

Asia 65% of surveyed Asian companies give

internationally. Pro bono most commonly offered domestic

volunteer program.

South Africa Few pro bono programs offered (~20%). Higher proportion of total giving to

education-related causes.

North America The median number of countries included in a

North America-based company’s portfolio is 12

Latin America 38% of Latin American companies offered

matching-gift programs 100% of surveyed companies report

having a foundation

Energy and Technology Industries Lead in International Giving

Source: CECP company-reported dataset. 2015 Data, N=272

International Giving as a Percentage of Total Giving by Industry, 2015

All Companies 19%Communications 16%

Consumer Discretionary 11%Consumer Staples 20%

Energy 30%Financials 17%

Health Care 15%Industrials 19%Materials 22%

Technology 23%Utilities 1%

Program Area Breakdown: Disaster Relief Stands Out, Receiving Large Allocation of International Giving

Source: CECP company-reported dataset. 2015 Data, N=272

International Giving, Program Area Breakdown, Average Percentages, 2015, N=92

Health & Social Services 23%Education: K-12 18%

Community & Economic Development 15%

Disaster Relief 13%Education: Higher 12%

Other 8%Environment 5%

Civic & Public Affairs 3%Culture & Arts 3%

*Compared to overall budgets, in which Disaster Relief represents only 2% of total giving, Disaster Relief is a top program area when it comes to international giving, with 13% of international giving allocated to this cause.

More Companies Offering International Employee Volunteer Programs

Source: CECP company-reported matched-dataset. 2013-2015 Data,, N=81

Change in Number of International Volunteer

Programs Offered, Three-Year Matched Set, 2013-2015,

Percentage of Companies, n=81

Decreased 23%

Same 33%

Increased 43%

*Between 2013 and 2015, more than 40% of companies increased the number of international volunteer programs they offered.

Fastest Growing International Volunteer Programs: Pro Bono Service, Flexible Scheduling, and Company-Wide Day of Service

Source: CECP company-reported matched-dataset. 2013-2015 Data,

Decision-Making and Role of Philanthropic Intermediaries in International Giving

Source: CECP company-reported dataset. 2015 Data,, N=272

CECP’s Global Exchange Network

Highlights of recent work developed by GX Partners: Trialogue’s CSI Handbook findings regarding Education

Dynamo Academy’s work on corporate societal engagement and entrepreneurship

Comunitas’s BISC findings regarding increasing total giving trends despite economic recession

Admical’s

= represents Global Exchange affiliate

Additional CECP Initiatives

• Strategic Investor Initiative

• S in ESG (Good Beyond Giving Pilot)

• Investing with Purpose

http://cecp.co/membership/strategic-investor-initiative.html

For questions or more information, reach out toDavid Carrey, Global Exchange Manager at:

[email protected]

mailto:[email protected]

Thank You


Donna CallejonChief Business Partnerships Officer,GlobalGiving

Global Vetting Considerations

CSR WebinarJanuary 2017

566,703 donors

16,013 projects

165 countries

The world is changing

INDIA

SYRIA

CUBA

Giving globally is complicated

CHINA

What type/level of vetting do you need?

Validation

Light

Medium

Deep

(GG Standard)

Type of Review

Tax/LegalCompliance

Programmatic

Impact

ReputationRisk

Is my goal impact? Parity across offices? Engagement? All of the above?

What is my risk tolerance? Does it differ by program? By scale of program?

Does tax deductibility matter? How much do I want to invest to have a global footprint? Do I have partners who can help me navigate safely & at a fair price?

Key considerations

Thank you!


Gary CarrCFO, Good Done Great

Solutions and available resources


Types of giving

1.From limitation … to customization … to

standardization

• A (very) short history of international disbursements

2. What do we control, and where do we need help?

• In-house versus out-source

3. What’s the complexity scale?

• US giving, US disbursement• US giving, international disbursement• Local giving, local disbursement

What are the issues?

• Cost• Local giving to local organizations

vs. US giving to NGOs• Tax exempt status of employee

gift• OFAC compliance• Equivalency determination versus

expenditure responsibility


What are the issues?

• Payment methods (ACH, wire,

check)• Control of bank accounts• Bank processing regulatory limits• Lack of standardization among

client “needs”


Disbursement footprint options


1.US Bank• Whose account?• Company or vendor?

2. International multi-

bank

3. International funds

processor

4. Use of charities

A word about cost

1. Cost points include

A. Engagement of the donor / grant selection

B. Banking

C. Processing disbursements (it’s more work than just banking)

D. Foreign exchange

E. Post-gift/grant management

2. Our best advice: Tough to control; can’t be fix-priced

• Which brings us back to the quest for standardization and program

guidelines …



Lisa AllisonSenior Manager,Social and Environmental ResponsibilityJabil

SOCIAL & ENVIRONMENTAL RESPONSIBILITYC O N N E C T IN G P E O P L E , P L AC E S & PA RT N E R S H I P S T O E M P OW E R P OS IT I V E C H AN G E

Jabil provides comprehensive electronics design and manufacturing product management services to global electronics and technology companies.

• World’s Third Largest Electronic Manufacturing Services Provider• Revenue $18.4 Billion (FY16)• 180,000 Employees• 100 Sites on Five Continents• 28 Countries

ABOUT JABIL

POSITIVELY IMPACTING COMMUNITIES | TIME AND TALENT

Jabil employees regularly devote their time and talents to causes with meaning to them, including health, education, youth engagement and the environment. Our efforts are decentralized, allowing sites to commit to causes most relevant to their employees and locale.

Employees volunteer more than 100,000 hours in their communities every year

More than 14,000 employees donate their time and talent to help others

Jabil Guadalajara employees and their families volunteer every year to plant trees as part of the Reforestation Program for the La Primavera Forest. A locally protected natural resource of 90,000 acres, the forest loses 1,000 acres annually to cattle and forest fires.

Supporting STEM programs is an important way some Jabil sites support youth in their communities. In Auburn Hills, Michigan, the site sponsors Lightening Robotics – a group of 130 students and 36 mentors from local companies, including Jabil.

In 2015 we conducted a global audit of community investments aiming to secure information for fulfilling GRI reporting requirements and support greater recognition of employees’ efforts. We found:

• About half of sites reported

• Top Causes:

• Children

• People with disabilities

• Underprivileged

• Disaster Relief

• Education

GLOBAL SOCIAL AUDIT

CHALLENGES

• Lack of standardized systems and process for collecting volunteer and giving data

• Site resources and expertise• Best practice sharing• Global community investment strategy

Thank you!