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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
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.
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?