pushing the giving boundaries: keys to a successful global csr program
TRANSCRIPT
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Pushing the Giving Boundaries:Keys to a Successful Global CSR Program
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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
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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
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
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Poll question! Tell us more about you…
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
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
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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
• 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.
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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
David CarreyGlobal Exchange ManagerCECP
International Giving and Employee Engagement Trends
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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.
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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
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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
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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%
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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.
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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.
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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,
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Decision-Making and Role of Philanthropic Intermediaries in International Giving
Source: CECP company-reported dataset. 2015 Data,, N=272
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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
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Additional CECP Initiatives
• Strategic Investor Initiative
• S in ESG (Good Beyond Giving Pilot)
• Investing with Purpose
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For questions or more information, reach out toDavid Carrey, Global Exchange Manager at:
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Thank You
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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
Donna CallejonChief Business Partnerships Officer,GlobalGiving
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Global Vetting Considerations
CSR WebinarJanuary 2017
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566,703 donors
16,013 projects
165 countries
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The world is changing
INDIA
SYRIA
CUBA
Giving globally is complicated
CHINA
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What type/level of vetting do you need?
Validation
Light
Medium
Deep
(GG Standard)
Type of Review
Tax/LegalCompliance
Programmatic
Impact
ReputationRisk
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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
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Thank you!
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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
Gary CarrCFO, Good Done Great
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Solutions and available resources
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
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
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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
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
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What are the issues?
• Payment methods (ACH, wire,
check)• Control of bank accounts• Bank processing regulatory limits• Lack of standardization among
client “needs”
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
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Disbursement footprint options
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
1.US Bank• Whose account?• Company or vendor?
2. International multi-
bank
3. International funds
processor
4. Use of charities
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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 …
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
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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
Lisa AllisonSenior Manager,Social and Environmental ResponsibilityJabil
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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
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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
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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.
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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
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CHALLENGES
• Lack of standardized systems and process for collecting volunteer and giving data
• Site resources and expertise• Best practice sharing• Global community investment strategy
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Thank you!