un causedirect pres 16122015 draft 2

ETHICAL CROWDFUNDING – why doing good is actually good for business Patrick Vieljeux, CEO & Founder , Carmen Romero, Chief Innovation Officer OSI Geneva Forum @ United Nations Geneva, Switzerland Wed. December 16, 2016

Our Values – 4 Es: Empathy

Ethical Behaviour Empowerment

Efficiency Twitter: #causedirectchangemakers @causedirect @romero_carmen @PatrickVieljeux

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Beyond Giving. B e y o n d g i v i n g

Agenda

-‐  1-‐minute interview

-‐  The story of Causedirect.org

-‐  Registration: 5 easy steps

-‐  Becoming a Certified B-‐Corporation

-‐  Now

-‐  The Future

-‐  Causedirect’s 2020 Goals

-‐  A few final words

-‐  Q&A

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-‐ 1-‐minute interview " Question 1: What is your uniqueness?

" Question 2: What was your childhood dream?

" Discussing answers

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-‐ The story of Causedirect.org

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-‐ Registration : 5 Easy Steps

1. Create your online log in details www.causedirect.org

2. Fill in the self assessment ques=onnaire – 25 ques=ons: good governance and best prac=ce

3. Add your PayPal account details

4. Send addi=onal documents: latest audited reports, etc.

5. Create your online page for all to see and start receiving dona=ons!

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-‐ Becoming a Certified B Corporation

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-‐ Now

Vital Stats: 80 Projects in 35 countries 4 companies registered in 2015 300,000 employees engaged in 2015

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-‐ The Future

CauseCash TM

Vital Stats: 200+ Projects by the end of 2016 20+ companies registered in 2016 600,000 employees engaged in 2016 10+ Million USD raised in 2016 100,000+ donors in 2016

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-‐ Causedirect’s 2020 Goals

Goal 1: Causedirect is the leading funding plaTorm for impact projects. Goal 2: Causedirect has created a standard of ethical crowdfunding around the world. Goal 3: Causedirect is leading conversa=ons globally with Public, Private and Government en==es around harnessing private wealth towards the greater good. Goal 4: Causedirect is the reference tool for corporate social engagement.

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-‐ A few final words

You can all make a difference in your life and in your work environment. You are all leaders. You have to find your uniqueness and make it work for you. Be Fearless. Be the change you want to see.

May the force be with you : )

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-‐ Q&A

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Patrick Vieljeux: Chief Executive Officer and Founder

Patrick worked for 20 years in the hedge fund industry in London, New York and Zurich. Until recently, Patrick advised emerging start-‐ups on developing alternative fund management activities by sharing the fruit of his extensive marketing expertise with clients. In 2012, after loosing both his parents to a cancer and as the father of two boys, one of them handicapped, he sought more purpose in life and looked for ways to help people help others. That’s how Causedirect was born in order to put his rich professional experience in support of sustainable projects around the world. Patrick studied economy and international finance at the University of Paris Dauphine where he obtained his Master’s degree. Patrick now lives in Geneva.

Carmen Romero von Banga: Chief Innovation Officer

Carmen has worked in private/investment banking & private equity. Between 1998-‐2010, Carmen has created, structured and implemented projects in the areas of social innova=on and enterprise, youth educa=on and job crea=on, corporate/UHNWI philanthropy & corporate CSR ini=a=ves worldwide. Since 2011, Carmen is a Business Mentor with the Cherie Blair Founda=on for Women in Business. Since June 2014, Carmen serves as a Business Coach with Ashoka in Switzerland. Carmen is an ac=ve advocate in maeers of women's empowerment, sustainability, and educa=on. She sits on the Board of The Non Violence Project Founda=on www.nonviolence.com and is a Trustee of www.eartheeduca=onproject.org. . Carmen has been recently named Chair of the Advisory Board of the Poverty Museum ini4ated by Prof. Muhammad Yunus, 2006 Nobel Peace Prize. Carmen is a published author, writer and public speaker She graduated in Finance and Banking. Born in Geneva, she has lived/worked in Asia, Europe and La=n America..

Contact Details

The team

Causedirect Sàrl Swiss-‐based non profit organiza4on with charitable status n°IDE CHE-‐336.057.832 22 Rue Merle d’Aubigné 1207 Geneva, Switzerland www.causedirect.org

Patrick Vieljeux | Founder & CEO Email: [email protected] Mobile: +41 79 205 66 86

Carmen Romero | CIO Email: [email protected] Mobile: +41 78 888 79 68 Twitter: @romero_carmen

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-‐ Causedirect.org "  What we do at Causedirect.

"  What we are planning for the future. Universities. Ashoka.

Vision " A global community of social changemakers committed to creating positive lasting impact.

Mission "   To connect social impact projects with global corporations, empowering their employees to go beyond giving

and to become social change makers.

What we do "   A unique ready to use solution allowing corporations and their employees to express their social engagement

via a grant matching tool. In 2016: introducing mentoring. In 2017: volunteering. Social, human and financial capital.

Our differences "   The only not-‐for-‐profit organisation to apply ethical crowdfunding principles in the corporate environment.

"   The only not-‐for-‐profit organisation that reinvests annual surplus back into the causes it serves.

"   We are called Causedirect because all donations are given directly to causes by donors.

"   The most rigorous and robust selection process of social impact projects based on good governance and best practice.

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-‐ B-‐Corp

"  What is a B-‐Corp? www.bcorporation.net A benefit corpora4on or B-‐corpora4on -‐ =

"  For-‐profit corporate en=ty "  POSITIVE IMPACT on SOCIETY and the ENVIRONMENT in addi=on to.

"  B corps differ from tradi=onal corpora=ons in: PURPOSE, ACCOUNTABILITY, and TRANSPARENCY, but not in taxa=on.

"  1,400 B Corps in 42 countries and over 120 industries, including Ben & Jerry’s, Patagonia, Kickstarter, and Seventh Genera=on.

"  SOCIAL CHANGE "  REDEFINE SUCCESS " Causedirect.org: a Certfied B-‐Corporation (Causedirect’s score: 147/200 -‐ average

companies is 90).

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un causedirect pres 16122015 draft 2

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