Published on March 26, 2014
Integrating Strategic Philanthropy with your Corporate Citizenship Phasis Consulting Mar. 21, 2014
For Discussion • Evolution of Corporate Engagement • Terms • Stages of Philanthropy • Corporate Engagement in the New Economy • Case Studies 1. Oceanside 2. Village Brewery 3. SalesForce • Q&A
THE EVOLUTION OF CORPORATE SOCIAL ENGAGEMENT The Social Profit Eco-System Prepared for Phasis Consulting
Social Eco-System Traditional Corporate Giving Corporate Social Responsibility Corporate Citizenship
About Dexterity Ventures Inc. & Place2Give • Philanthropic Brokerage • 20 years of non-profit management • North America’s largest charity search engine • International client base
• What are we talking about when we say CSR, or Corporate Citizenship? • What role should your company play Community Economic Development? • Is the definition of sustainable and scalable the same in the charitable sector as it is the for-profit sector? • What is the responsibility of corporate funders to support innovation and risk-taking in the social profit marketplace? • What is your role within your company for influencing the decisions around corporate citizenship and corporate social responsibility? • What is the role of the investors in your company in the social profit investment space?
Definitions CommunityEconomicDevelopment Fundingv.Financing Blended Value SharedValue Social Impact Funding and Investing Social Return on Investment Strategic Philanthropy
Stages of Philanthropy 1. Volunteering Time 2. Donating In-Kind 3. Check-book Charity 4. Engaged Philanthropy 5. Strategic Philanthropy 6. Leaving a Legacy
The New Economy Eco-System Financial Targets Market Demands Gov’t Policies Shareholder Engagement Environment Employees Community
Approaches to Corporate Engagement United Way Traditional Retail Philanthropy Cause Marketing Integrated Giving and Business Development Corporate Citizenship
Strategic Philanthropy Is About Social Vision And Aligning That With Effective Social Partners
A Charitable Investment Portfolio • The process of identifying what you want to see society look like, and combining a variety of tools to achieve that vision: • buying power, • philanthropy, • networks, • government relations, • research & development • facilitated conversations • external resources
Case Study #1 - Oceanside
Strategic Priorities • What is my purpose for engaging in community? • What is the issue I am trying to solve? • How much time should I commit to this endeavour? • Who else should be involved? • How do I ensure that I see a return on my investment? • What are my reasons for making an investment in community? • What is my affinity towards the organization?
Case Study #2 – Village Brewery
Case Study #3 – SalesForce 1:1:1 Pledge
Suggested Reading • The Blue Sweater • The Hip Investor • Kickback • Giving 2.0 • PhilanthroCapitalism • Stanford Social Innovation Review • Harvard Business Review
Thank You Gena Rotstein, Advisor in Philanthropy 1-866-936-GIVE (4483) email@example.com www.dexterityconsulting.ca www.place2give.com @DexterityCon @Place2Give
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