W e lc o m e to th e

C o r p o r a t e 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 h a n g e ”

I s th e r e a p o s i t iv 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 t h 2 0 0 9

S tructure of the S ess ion• I n t e r a c t iv e Q u e s t io n & A n s w e r

p a n e l d is c u s s io n w i t h 2 p a r t s .

• P a r t 1 C h a r i t y p a r t n e r s h ip s – a s p a r t o f C S R s t r a t e 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 t in g , im p le m e n t in g a n d e v a lu a t in g c h a r i t y p a r t n e r s h ip s

S tructure of the S ess ion

• Case studies from Bank Scotland (Ireland) and Weightwatchers Ireland

• Questions from the

audience

Objectives•   S h o w h o w o u r p a n e l o f r e p r e s e n ta t iv e s v ie w c o r p o r a t e 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 l im a te .

• O u t l in 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 i t iv e ly to c h a n g in g t im e s

Objectives•  P r o v id e c o r p o r a t e fu n d r a is e r s w i t h a n in s ig h t in t o h o w b u s in e s s e s a p p r o a c h th e i r c h a r i t y 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 f u l c h a r i t y p a r t n e r s h ip in c lu d in g m e a s u r a b le o u t c o m e s .

Business in the Community

A non-profit organisation committed to promoting

corporate responsibility to top companies

Community Respected in the Community

Environment Respectful of the Environment

Marketplace Integrity in the supply chain and customer

services

Workplace A Great Place to Work

Corporate Responsibility

InnovateInspire Lead

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

Structured programmes for social inclusion

Business Commitment

500+ Companies

55 CoreMembers

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

Business in the Community

Benefits of Employee Engagement • Increased loyalty• Staff morale and motivation• Skill Development• Staff retention

• Employee Engagement

• Cause Related

• Charity of Choice

• Good Neighbour

Examples of Community Involvement

R e a c h in g o u t t o th e C o m m u n i t y

Corporate Community Involvement

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 t io n 1G iv e n th e c u r r e n t c l im 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 f f e c t e d y o u r C S R s t r a t e g y in r e la t io n to c h a r i t a b le

g iv in g ?

Q u e s t io n 2

H o w d o y o u s e e a c h a r i t y o f th e y e a r p r o g r a m m e s u p p o r t in g y o u r c o r e b u s in e s s o b je c t iv e s ?

Q u e s t io n 3

H o w d o e s y o u r c h a r i t y o f t h e y e a r p r o g r a m m e f i t w i t h in t h e b r o a d e r C S R

p o l ic y o f y o u r o r g a n is a t io n ?

Q u e s t io n 4T h e r e a r e m a n y w o r t h y

c a u s e s in I r e la n d w i t h o v e r 7 ,0 0 0 r e g is t e r e d c h a r i t ie s .

H o w d o y o u g o a b o u t s e le c t in g y o u r c h a r i t y o f

c h o ic e ?

CAS E S TUDY

B a n k o f S c o t la n d (I r e la n d )

Rhona O’Connor

Bank of Scotland IreA little about what we do

BoSI Charity

National Grant ProgrammeBoSI 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 ProgrammeThe 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 ProgrammeBOSI 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 ProgrammeThis 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 YearOur 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 CharityThe 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 t io n s f r o m th e a u d ie n c e

Q u e s t io n 5H o w d o b o th o r g a n is a t io n s i.e . th e b u s in e s s a n d th e c h a r i t y e n c o u r a g e a n d

m o t iv a t e m a n a g e m e n t a n d s ta f f t o s u p p o r t a c a u s e ?

Q u e s t io n 6H o w im p o r t a n t is s ta f f

in v o lv e m e n t in y o u r c h a r i t y p r o g r a m m e ?

Q u e s t io n 7A r e y o u r e q u i r e d to ju s t i f y in v e s tm e n t in C S R /c h a r i t y p a r t n e r s h ip s a n d h o w c a n c h a r i t ie s h e lp y o u d o th is ?

Q u e s t io n 8 In y o u r o p in io n , h o w

im p o r t a n t is i t t o m a n a g e a c h a r i t y ’s e x p e c t a t io n s ?

A n d w h y ?

Q u e s t io n 9H o w d o s ta f f f e 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 t ly w h e r e th e

m o n e y g o e s ?

Q u e s t io n 1 0H o w d o y o u k n o w w h e th e r a c h a r i t y p a r t n e r s h ip h a s

b e e n s u c c e s s f u l?

Q u e s t io n s f r o m th e a u d ie n c e

A n y f in a l q u e s t io n s f r o m th e f lo o r t o th e p a n e l

T h a n k y o u to o u r p a n e l f o 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 t ic ip a t io n .