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TARSHA WHITAKER CALLOWAYDirector, Executive Engagement and IntegrationAmerican Cancer Society

Executive Engagement:The 3-Tiered Approach to Success

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Executive Engagement: Multi-dimensional Engagement PlatformGoing beyond the executive level to deliver successful fundraising initiatives

Executive Engagement & Corporate Citizenship

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Realizing six “success factors” for executive level engagement

Deploying an engagement model to create a sustainable corporate partnerships

Integrating the strengths of a nonprofit leader to build sustainable collaborations

Leveraging multi-dimensional opportunities through collaborations for successful outcome

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Giving increased for 64% of companies since the end of Great Recession, but growth has slowed in recent years.

2010-2011 2011-2012 2012-2013

+21 +17

+6

Percentage change in median giving for companies giving at least 10% more in 2013 than 2010*

*CEPC. The Conference Board. Giving in Numbers 2014 Report

Investing in community is good for business.

Service companies are giving more non cash.

Pro bono service increase

EXECUTIVES

*Almost 60% of companies have an executive leading corporate

citizenship – a 74% increase over what was reported in 2010

*Majority of business executives believe corporate citizenship

contributes to company success, return value to shareholder,

require additional investment

*2014 BOSTON COLLEGE CENTER FOR CORPORATE CITIZENSHIP

*By investing in corporate citizenship, executives are

meeting challenges and differentiating their companies

*Executives want to be responsible leaders working to create the world in which we

want to business and want to live

EXECUTIVESThey want to be involved in corporate citizenship and want to impact change!

What are CEOs and executives actually saying….“Our belief is that corporate philanthropy expands the business. If you do the right thing, you expand the capabilities of your customer base, business and society.” -Ivan Seidenberg, Chairman and CEO, Verizon Communications Inc.

“Through philanthropy, we can develop new innovation, models, and programs that can be brought to scale by government.” -Ron Williams, Chairman and CEO, Aetna

We all have to get personally involved and contribute to sustainable solutions—not any one group can do it alone.” -Bill Weldon, Chairman and CEO, Johnson & Johnson

CEOs agree that direct engagement in social issues and corporate citizenship critical

SOURCE: CECP Board of Boards CEO conference

What do you think is the appropriate role of a corporate executive in solving a social problem and getting personally involved in philanthropy?

50%

5%

42%

3%

Part of the Solution: Collaborate in problem solving without seeking a leadership role

Drive the Solution: Take leadership and ownership over getting results

Fund the Solution: Primarily contribute cash/resources

Invest Pragmatically: Address a social problem only if it connects directly to shareholder value

Do Not Engage: Business should have a negligible role in solving social problems 0%

"More will be expected from market leaders and globally successful companies, and those companies who are most involved will be most successful, creating an upward spiral."

–Mike Duke, President and Chief Executive Officer, Wal-Mart Stores, Inc.

“No capitalism without character”

Success Factors

Exclusive Membership

Collaboration

Contribution of In-Kind Services

Direct Involvement

Long Term

High-Profile Non-Profit

Brand

Exclusive opportunity and well defined requirements and the ‘ask’. Participation are often by invitation only or via meeting minimum company size and/or revenue minimums. Most require a minimum financial investment or mission delivery commitment.

BECOME THE CONVENER FOR PHILANTHROPHIC COLLABOATION

Atlanta

CEOCOUNCIL

Collaboration with all stakeholders affected by the mission of the organization. Pursuit of partnership in industries whose goals are closely aligned with the nonprofit’s mission. As a result, many projects are directly funded and implemented by member companies rather than the nonprofit itself.

Direct executive involvement in developing high-impact initiatives that achieve both business and mission goals. Creating a unique and innovative projects that have high level social impact

Contribution of in-kind services, rather than direct dollars. The nonprofit serves as a deal broker or collaborator. Funds do not “pass through” the nonprofit, yet they get credit for mission impact.

Multi-year, multi-million dollar, long team “investment projects” that include multiple collaborators (companies, governments, and other nonprofits) to achieve impact on a large scale.

High-profile nonprofit brands or cause branding platforms that increase visibility.

What is your value…

A well defined description of why organization both needs and merits philanthropic support.

Success Factors

Exclusive Membership

Collaboration

Contribution of In-Kind Services

Direct Involvement

Long Term

High-Profile Non-Profit

Brand

22

UNITED WAY

WALMART

$3.6MVALUE

Economy One Corporation

National Disability Institute

90 Local United Way VITA

Campaigns

Real-world examples of sustainable value creation partnerships that is executive led

23

UNITED WAY

WALMART

$520,000

VALUE

Partners in Health

Zanmi Lasante (GLOBAL)

Bringham & Women’s Hospital

Dana Farber Cancer Institute

Mass General Hospital

Real-world examples of sustainable value creation partnerships that is executive led

*Estimated revenue

$70K*VALUE2013

Real-world examples of sustainable value creation partnerships that is executive led

Corporate PartnersA collective body through CEOs Against Cancer

$150K*VALUE2014

$400K*VALUE

1Q2015

Leverage executive relationships to maximize corporate support and external market penetration

Executive Engagement

Corporate Support

Employee Involvement

Collaboration ModelLeverage executive relationships to maximize corporate support and external market penetration

MAJOR GIFTS

ADVOCACY

SPONSORSHIPS

CAUSE MARKETING

EMPLOYEE ENGAGEMENT

DISTINGUISHED EVENTS

EVENTS

MISSION

AFFINITY GROUPS

EXECUTIVE ENGAGEMENT

Realizing six “success factors” for executive level engagement

Deploying an engagement model to create a sustainable corporate partnerships

Integrating the strengths of a nonprofit leader to build sustainable collaborations

Leveraging multi-dimensional opportunities through collaborations for successful outcome

POWERED BY:

POWERED BY:

Executive Engagement & Corporate Citizenship

#NPPROLeadership

Tarsha Whitaker Calloway, MS, MBADirector Executive Engagement & IntegrationAmerican Cancer Society, Inc.