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W e lc o m e to th e
C o r p o r a te F u n d r a is in g S e s s io n
“Ta k in g A d v a n ta g e o f E c o n o m ic
                    C hange”
 Is th e r e a p o s itiv e m e s s a g e fo r
                 fu n d r a is e r s ?

                M a r c h 2 6 th 2 0 0 9
S tructure of the S es s ion
•      In te r a c tiv e Q u e s tio n & A n s w e r
       p a n e l d is c u s s io n w ith 2 p a r ts .
•      P a r t 1 C h a r ity p a r tn e r s h ip s – a s
       p a r t o f C S R s tr a te g y /p r o g r a m m e
•      P a r t 2 P la n n in g ,
  c o m m u n ic a tin g , im p le m e n tin g
  a n d e v a lu a tin g c h a r ity p a r tn e r s h ip s
S tructure of the S es s ion
•       Case studies from Bank
        Scotland (Ireland) and
        Weightwatchers Ireland

•       Questions from the
        audience
Objectives
•   Show how our panel of
  r e p r e s e n ta tiv e s v ie w c o r p o r a te
  fu n d r a is in g in th e c u r r e n t
  e c o n o m ic c lim a te .
•       O u tlin e w h a t c o r p o r a te
  fu n d r a is e r s c a n d o to r e s p o n d
  p o s itiv e ly to c h a n g in g tim e s
Objectives
•  P r o v id e c o r p o r a te fu n d r a is e r s w ith
  a n in s ig h t in to h o w b u s in e s s e s
  a p p r o a c h th e ir c h a r ity p r o g r a m m e s ;
  th e b u s in e s s c a s e a n d th e v a lu e o f
  a s u c c e s s fu l c h a r ity p a r tn e r s h ip
  in c lu d in g m e a s u r a b le o u tc o m e s .
Business in the
     Community


 A non-profit organisation
   committed to promoting
corporate responsibility to top
         companies
Corporate Responsibility
               Respected in the
 Community        Community

               Respectful of the
 Environment      Environment

                Integrity in the
 Marketplace       supply chain
                  and customer
                     services

               A Great Place to
 Workplace           Work
Business
                   Commitment

55 Core
                               Innovate
Members                        Inspire
                               Lead


                               Tailored services
                    •Design & implement CSR programmes
                    •Measure & report performance
                    •Issue based research
                    •Profiling opportunities


            Structured programmes for social inclusion
500+
Companies
Business in the
         Community
BITCI advises on best practice in
strategic corporate community
involvement programmes.
    Financial giving/charity
•

    partnerships
    Employer supported volunteering
•

    Donation of resources.
•
Business in the
         Community
     41 companies are actively
•

    engaged in strategic community
    programmes
    Realisation for business is that
•

    making a real difference takes
    more than money .
    Best assets are their employees
•
Business in the
         Community
    Companies are moving
•

    away from the charity model of
    just cheque book giving to a
    strategy that embraces many
    components including employee
    engagement.
Business in the
           Community
Benefits of Employee Engagement
    Increased loyalty
•

    Staff morale and motivation
•

    Skill Development
•

    Staff retention
•
Examples of Community
    Involvement

• Employee Engagement

• Cause Related

• Charity of Choice

• Good Neighbour
Corporate Community Involvement




         R e a c h in g o u t to th e C o m m u n ity
Glanbia launches Avonmore fundraising
       challenge for Barretstown
AOL




Fettercairn Youth Horse Project
CR in a Recession
    Embedded CR rather than an add on.
•

    Reputation and customer choice key
•

    factors
    Business with a long term view and
•

    responsible practices will be better
    prepared to manage market
    uncertainty.
Q u e s tio n 1
G iv e n th e c u r r e n t c lim a te o f
d o o m a n d g lo o m , h o w h a s
   th e e c o n o m ic d o w n tu r n
a ffe c te d y o u r C S R s tr a te g y
    in r e la tio n to c h a r ita b le
                 g iv in g ?
Q u e s tio n 2

H o w d o y o u s e e a c h a r ity
 o f th e y e a r p r o g r a m m e
   s u p p o r tin g y o u r c o r e
   b u s in e s s o b je c tiv e s ?
Q u e s tio n 3

  H o w d o e s y o u r c h a r ity o f
    th e y e a r p r o g r a m m e fit
   w ith in th e b r o a d e r C S R
p o lic y o f y o u r o r g a n is a tio n ?
Q u e s tio n 4
   T h e r e a r e m a n y w o r th y
c a u s e s in Ir e la n d w ith o v e r
 7 ,0 0 0 r e g is te r e d c h a r itie s .
     H ow do you go about
   s e le c tin g y o u r c h a r ity o f
                c h o ic e ?
C AS E S TUDY

B a n k o f S c o tla n d (Ir e la n d )
Rhona O’Connor

  Bank of Scotland Ire
A little about what we do
BoSI Charity




 National Grant Programme
 BoSI support a number of one year and multi
 year projects and initiatives throughout Ireland.
 These projects tend to be aligned towards
 improving the local Community and Financial
 Literacy.
BoSI Charity




   Community Action Programme
   The Community Action Programme supports
   projects with individual donations of up to
   €10,000 for community enhancement – For
   example Homelessness, Youth or Elderly
   focused Projects
BoSI Charity




  Matching Funds Programme
  BOSI match colleagues individual fundraising
  efforts € for € up to a maximum of €500 per
  individual per year for any eligible charity of
  their choice.
BoSI Charity

Volunteering Programme
  This programme provides encouragement, opportunities and
  support to colleagues who are donating their time to support
  the community in which they live. Colleagues who regularly
  volunteer in their own time can apply for funds to support a
  project in their chosen charity.
• Teams can volunteer to do work in the community as a team
  building exercise or Away Day.
• If individuals carry out volunteer work on a regular basis the
  Bank will pay their salary for one day and so they can work as
  a volunteer for their charity for this day.
BoSI Charity

               Charity of the Year
Our Aim – To raise €100,000 for our Charity of the Year
• The creation of a capital expenditure type project or
  programme. Not a contribution towards recurring
  expenditure.
• Proposal must show imagination or innovation and the ability
  to capture the attention of BOSI colleagues on whom we are
  reliant to raise €100,000.
• Proposal must include how BOSI colleagues could become
  involved nationally with charity either through volunteering or
  other means (in conjunction with the proposal or on-going
  activities).
BoSI Charity

The Proposal must contain
• Charity Name
• The purpose and goals of the organisation
• Define briefly the project the support is being sought for.
• How many people will potentially benefit as a result of the
  funding.
• What is the long term effect of the project.
• Is there a wider community impact.
• Is any further funding required for this project.
• Is the project sustainable.
BoSI Charity
The Challenge has to be embraced by the staff

Charity and Project must be one the staff relate to

This not an easy challenge and needs every one to get involved.

Senior Management must be seen to be involved and support the challenge

Regular Updates. Keep hype up!

Events are organised across the country to raise this money …. Salary
  Draw, Sponsored Walks, comedy nights, head shaves, BBQ, Slim in,
  copper coin collection … and lots more.
BoSI Charity




          €137,000
BoSI Charity
BoSI Charity
Q u e s tio n s fr o m th e
       a u d ie n c e
Q u e s tio n 5
H o w d o b o th o r g a n is a tio n s
  i.e . th e b u s in e s s a n d th e
    c h a r ity e n c o u r a g e a n d
m o tiv a te m a n a g e m e n t a n d
 s ta ff to s u p p o r t a c a u s e ?
Q u e s tio n 6
    H o w im p o r ta n t is s ta ff
in v o lv e m e n t in y o u r c h a r ity
            p ro g ra m m e ?
Q u e s tio n 7
A r e y o u r e q u ir e d to ju s tify
in v e s tm e n t in C S R /c h a r ity
p a r tn e r s h ip s a n d h o w c a n
c h a r itie s h e lp y o u d o th is ?
Q u e s tio n 8
     In y o u r o p in io n , h o w
im p o r ta n t is it to m a n a g e a
  c h a r ity ’s e x p e c ta tio n s ?
              A nd w hy?
Q u e s tio n 9
H o w d o s ta ff fe e l a b o u t th e
m o n e y th e y r a is e ? D o th e y
  k n o w e x a c tly w h e r e th e
         m oney goes?
Q u e s tio n 1 0
H o w d o y o u k n o w w h e th e r
 a c h a r ity p a r tn e r s h ip h a s
      b e e n s u c c e s s fu l?
Q u e s tio n s fr o m th e
       a u d ie n c e
A n y fin a l q u e s tio n s fr o m
  th e flo o r to th e p a n e l
T h a n k y o u to o u r p a n e l fo r
      ta k in g p a r t & to th e
       a u d ie n c e fo r y o u r
           p a r tic ip a tio n .

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Corporate Fundraising Session

  • 1. W e lc o m e to th e C o r p o r a te F u n d r a is in g S e s s io n “Ta k in g A d v a n ta g e o f E c o n o m ic C hange” Is th e r e a p o s itiv e m e s s a g e fo r fu n d r a is e r s ? M a r c h 2 6 th 2 0 0 9
  • 2. S tructure of the S es s ion • In te r a c tiv e Q u e s tio n & A n s w e r p a n e l d is c u s s io n w ith 2 p a r ts . • P a r t 1 C h a r ity p a r tn e r s h ip s – a s p a r t o f C S R s tr a te g y /p r o g r a m m e • P a r t 2 P la n n in g , c o m m u n ic a tin g , im p le m e n tin g a n d e v a lu a tin g c h a r ity p a r tn e r s h ip s
  • 3. S tructure of the S es s ion • Case studies from Bank Scotland (Ireland) and Weightwatchers Ireland • Questions from the audience
  • 4. Objectives •   Show how our panel of r e p r e s e n ta tiv e s v ie w c o r p o r a te fu n d r a is in g in th e c u r r e n t e c o n o m ic c lim a te . • O u tlin e w h a t c o r p o r a te fu n d r a is e r s c a n d o to r e s p o n d p o s itiv e ly to c h a n g in g tim e s
  • 5. Objectives •  P r o v id e c o r p o r a te fu n d r a is e r s w ith a n in s ig h t in to h o w b u s in e s s e s a p p r o a c h th e ir c h a r ity p r o g r a m m e s ; th e b u s in e s s c a s e a n d th e v a lu e o f a s u c c e s s fu l c h a r ity p a r tn e r s h ip in c lu d in g m e a s u r a b le o u tc o m e s .
  • 6. Business in the Community A non-profit organisation committed to promoting corporate responsibility to top companies
  • 7. Corporate Responsibility Respected in the Community Community Respectful of the Environment Environment Integrity in the Marketplace supply chain and customer services A Great Place to Workplace Work
  • 8. Business Commitment 55 Core Innovate Members Inspire Lead Tailored services •Design & implement CSR programmes •Measure & report performance •Issue based research •Profiling opportunities Structured programmes for social inclusion 500+ Companies
  • 9. Business in the Community BITCI advises on best practice in strategic corporate community involvement programmes. Financial giving/charity • partnerships Employer supported volunteering • Donation of resources. •
  • 10. Business in the Community 41 companies are actively • engaged in strategic community programmes Realisation for business is that • making a real difference takes more than money . Best assets are their employees •
  • 11. Business in the Community Companies are moving • away from the charity model of just cheque book giving to a strategy that embraces many components including employee engagement.
  • 12. Business in the Community Benefits of Employee Engagement Increased loyalty • Staff morale and motivation • Skill Development • Staff retention •
  • 13. Examples of Community Involvement • Employee Engagement • Cause Related • Charity of Choice • Good Neighbour
  • 14. Corporate Community Involvement R e a c h in g o u t to th e C o m m u n ity
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  • 16. Glanbia launches Avonmore fundraising challenge for Barretstown
  • 18. CR in a Recession Embedded CR rather than an add on. • Reputation and customer choice key • factors Business with a long term view and • responsible practices will be better prepared to manage market uncertainty.
  • 19. Q u e s tio n 1 G iv e n th e c u r r e n t c lim a te o f d o o m a n d g lo o m , h o w h a s th e e c o n o m ic d o w n tu r n a ffe c te d y o u r C S R s tr a te g y in r e la tio n to c h a r ita b le g iv in g ?
  • 20. Q u e s tio n 2 H o w d o y o u s e e a c h a r ity o f th e y e a r p r o g r a m m e s u p p o r tin g y o u r c o r e b u s in e s s o b je c tiv e s ?
  • 21. Q u e s tio n 3 H o w d o e s y o u r c h a r ity o f th e y e a r p r o g r a m m e fit w ith in th e b r o a d e r C S R p o lic y o f y o u r o r g a n is a tio n ?
  • 22. Q u e s tio n 4 T h e r e a r e m a n y w o r th y c a u s e s in Ir e la n d w ith o v e r 7 ,0 0 0 r e g is te r e d c h a r itie s . H ow do you go about s e le c tin g y o u r c h a r ity o f c h o ic e ?
  • 23. C AS E S TUDY B a n k o f S c o tla n d (Ir e la n d )
  • 24. Rhona O’Connor Bank of Scotland Ire A little about what we do
  • 25. BoSI Charity National Grant Programme BoSI support a number of one year and multi year projects and initiatives throughout Ireland. These projects tend to be aligned towards improving the local Community and Financial Literacy.
  • 26. BoSI Charity Community Action Programme The Community Action Programme supports projects with individual donations of up to €10,000 for community enhancement – For example Homelessness, Youth or Elderly focused Projects
  • 27. BoSI Charity Matching Funds Programme BOSI match colleagues individual fundraising efforts € for € up to a maximum of €500 per individual per year for any eligible charity of their choice.
  • 28. BoSI Charity Volunteering Programme This programme provides encouragement, opportunities and support to colleagues who are donating their time to support the community in which they live. Colleagues who regularly volunteer in their own time can apply for funds to support a project in their chosen charity. • Teams can volunteer to do work in the community as a team building exercise or Away Day. • If individuals carry out volunteer work on a regular basis the Bank will pay their salary for one day and so they can work as a volunteer for their charity for this day.
  • 29. BoSI Charity Charity of the Year Our Aim – To raise €100,000 for our Charity of the Year • The creation of a capital expenditure type project or programme. Not a contribution towards recurring expenditure. • Proposal must show imagination or innovation and the ability to capture the attention of BOSI colleagues on whom we are reliant to raise €100,000. • Proposal must include how BOSI colleagues could become involved nationally with charity either through volunteering or other means (in conjunction with the proposal or on-going activities).
  • 30. BoSI Charity The Proposal must contain • Charity Name • The purpose and goals of the organisation • Define briefly the project the support is being sought for. • How many people will potentially benefit as a result of the funding. • What is the long term effect of the project. • Is there a wider community impact. • Is any further funding required for this project. • Is the project sustainable.
  • 31. BoSI Charity The Challenge has to be embraced by the staff Charity and Project must be one the staff relate to This not an easy challenge and needs every one to get involved. Senior Management must be seen to be involved and support the challenge Regular Updates. Keep hype up! Events are organised across the country to raise this money …. Salary Draw, Sponsored Walks, comedy nights, head shaves, BBQ, Slim in, copper coin collection … and lots more.
  • 32. BoSI Charity €137,000
  • 35. Q u e s tio n s fr o m th e a u d ie n c e
  • 36. Q u e s tio n 5 H o w d o b o th o r g a n is a tio n s i.e . th e b u s in e s s a n d th e c h a r ity e n c o u r a g e a n d m o tiv a te m a n a g e m e n t a n d s ta ff to s u p p o r t a c a u s e ?
  • 37. Q u e s tio n 6 H o w im p o r ta n t is s ta ff in v o lv e m e n t in y o u r c h a r ity p ro g ra m m e ?
  • 38. Q u e s tio n 7 A r e y o u r e q u ir e d to ju s tify in v e s tm e n t in C S R /c h a r ity p a r tn e r s h ip s a n d h o w c a n c h a r itie s h e lp y o u d o th is ?
  • 39. Q u e s tio n 8 In y o u r o p in io n , h o w im p o r ta n t is it to m a n a g e a c h a r ity ’s e x p e c ta tio n s ? A nd w hy?
  • 40. Q u e s tio n 9 H o w d o s ta ff fe e l a b o u t th e m o n e y th e y r a is e ? D o th e y k n o w e x a c tly w h e r e th e m oney goes?
  • 41. Q u e s tio n 1 0 H o w d o y o u k n o w w h e th e r a c h a r ity p a r tn e r s h ip h a s b e e n s u c c e s s fu l?
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  • 50. Q u e s tio n s fr o m th e a u d ie n c e
  • 51. A n y fin a l q u e s tio n s fr o m th e flo o r to th e p a n e l
  • 52. T h a n k y o u to o u r p a n e l fo r ta k in g p a r t & to th e a u d ie n c e fo r y o u r p a r tic ip a tio n .