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Corporate Engagement - Beyond Charity: A Focus on Social Partnerships Presented by: Cheryl Ennis Self, ACFRE November 19, 2013 1:00 2:30 p.m. Eastern Noon 1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain 10:00 11:30 a.m. Pacific 9:00 10:30 a.m. Alaska Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA 22203-4168 800-666-3863 (U.S. & Canada) • 866-837-1948 (Mexico) www.afpnet.org Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century

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Page 1: Corporate Engagement - Beyond Charity: A Focus on Social … · 2013-12-11  · 11/15/2013 2 Corporate Engagement Beyond Charity: A Focus on Social Partnerships Learning Objectives

Corporate Engagement - Beyond Charity: A Focus on

Social Partnerships

Presented by:

Cheryl Ennis Self, ACFRE

November 19, 2013

1:00 – 2:30 p.m. Eastern

Noon – 1:30 p.m. Central

11:00 a.m. – 12:30 p.m. Mountain

10:00 –11:30 a.m. Pacific

9:00 – 10:30 a.m. Alaska

Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA 22203-4168

800-666-3863 (U.S. & Canada) • 866-837-1948 (Mexico)

www.afpnet.org

Association of Fundraising Professionals

2013 WEB/AUDIOCONFERENCES

Educating Fundraisers in the 21st Century

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FOR SITE COORDINATOR ONLY:

FOLLOWING THE PROGRAM, PLEASE EMAIL COMPLETED ROSTER TO

mailto:[email protected] or FAX TO 781-723-0433

The Association of Fundraising Professionals

WEB/AUDIOCONFERENCE 2013

November 19, 2013

Cheryl Ennis Self, ACFRE

Corporate Engagement - Beyond Charity: A Focus on Social Partnerships

□ If an AFP Chapter is sponsoring this site, please check the box and list the name of the sponsoring AFP

Chapter: ____________________________________________________________

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SITE ROSTER

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Cheryl Ennis Self, ACFRE

Cheryl Ennis Self serves as Executive Director, Global Social Partnerships, World Vision. Ms. Self and her team are responsible for establishing and building long-term, global partnerships between World Vision and Fortune 100 corporations, plus engaging diverse stakeholders in complex, large-scale social partnerships. Founded in 1950, World Vision is a Christian relief and development organization dedicated to helping children, families and communities reach their full potential, by tackling the root causes of poverty and injustice. World Vision's core competencies globally include clean water and sanitation, education, agriculture and food security, healthcare, economic development and disaster mitigation/response. The organization serves all people regardless of religion, race, ethnicity, or gender. Globally, there are 45,000 World Vision staff members who serve the poor in nearly 100 countries. Ms. Self's prior roles at World Vision, beginning in 2001, include management of major donor, corporate and foundation development teams. Her previous experience includes service as National Director of Advancement at Prison Fellowship Ministries, Washington, DC, and Director of Corporate & Foundation Relations at the Stony Brook School, Long Island, NY. She began her career in sales and sales management in Manhattan. In 2013, The Association of Fundraising Professionals, the largest community of professional fundraisers in the world, awarded its highest professional certification, the Advanced Certified Fundraising Executive (ACFRE) to Ms. Self. Available only to senior-level fundraisers who have worked in the profession for 10 or more years, the ACFRE is a distinguished achievement earned by only 100 professionals since the inception of the program in 1992. Ms. Self holds a BA in French Language from Gettysburg College, PA, where she graduated cum laude

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11/15/2013

1

AFP Webinar

November 19, 2013

Corporate Engagement

Beyond Charity: A Focus on Social Partnerships

Presented by

Cheryl Ennis Self, ACFRE

Executive Director

Global Social Partnerships

WORLD VISION

1

Cheryl Ennis Self, ACFRE

Executive Director | Global Social Partnerships

WORLD VISION

Cheryl Ennis Self, ACFRE serves as Executive

Director, Global Social Partnerships, World Vision.

World Vision is a Christian relief and development

organization dedicated to helping children, families

and communities reach their full potential by

tackling the root causes of poverty and injustice.

Cheryl has served as a senior level manager and

fundraiser for approximately 15 years. In April

2013, she achieved her ACFRE certification.

2

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2

Corporate Engagement

Beyond Charity: A Focus on Social Partnerships

Learning Objectives

1. To understand why and how corporations donate

resources.

2. To differentiate between types of partnerships with

corporations.

3. To review emerging trends that lead to the creation

and implementation of Social Partnerships in the

field of international aid and development.

3

The Coca-Cola Company is a local business on a global scale.

As our business has expanded over the years, so has our community

support grown to create and support projects most relevant to local

communities around the globe. We are committed to investing our

time, expertise and resources to help develop and maintain vibrant,

sustainable and local communities.

At the Coca-Cola Foundation, we help keep that commitment every

day by partnering with organizations around the globe to support

initiatives and programs that respond in a meaningful way to

community needs and priorities.

The Coca-Cola Foundation Website, 2013

One Corporation’s Voice

4

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3

Corporate Social Responsibility (CSR)

• Key word here is: discretionary

• Community well-being

• Operating in a manner that meets or exceeds the

ethical, legal, commercial and public expectations

that society has of business (BSR)

A commitment to improve community well-being through discretionary

business practices and contributions of corporate resources.

Source: Corporate Social Responsibility: Doing the Most Good for Your Company and Your Cause, by Philip Kotler and Nancy

Lee, John Wiley & Sons, c. 2005, page 3.

5

Traditional Approach of Corporate Giving

Prior to the 1990’s:

• Fulfilling an obligation to “do good to look good”

• Fixed annual budget

• Short-term commitments

• Avoid issues linked to core business products

• Avoid controversial issues

Source: Corporate Social Responsibility: Doing the Most Good for Your Company and Your Cause, by Philip Kotler and Nancy

Lee, John Wiley & Sons, c. 2005, page 8.

6

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Corporate Giving - Early 1990’s

• Strategic approach to issues supported by the corporation

• Fit with corporate values, supports business goals, and core

products/markets

• Model reflects increased desire for “doing well by doing good”

• Implement programs “doing all we can to do the most good,

not just some good”

Source: Corporate Social Responsibility: Doing the Most Good for Your Company and Your Cause, by Philip Kotler and Nancy

Lee, John Wiley & Sons, c. 2005, page 9.

7

Why do corporations give

away resources?

• Increased sales and market share

• Strengthened brand awareness and position

• Enhanced corporate image and clout

• Increased ability to attract, motivate and retain employees

• Decreased operating costs through partnerships

• Increased appeal to investors and financial analysts

Source: Corporate Social Responsibility: Doing the Most Good for Your Company and Your Cause, by Philip Kotler and Nancy

Lee, John Wiley & Sons, c. 2005, page 10-11.

8

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Snapshot of Corporate Giving

• In 2011, corporations gave 5.3% of all US charitable

dollars, which equals $16.18 billion.

• In 2012, corporations gave 5.7% of all US charitable

dollars, which equals $18.15 billion.

9

Source: Giving USA 2013, The Annual Report on Philanthropy for the Year 2012 Data Tables. Giving USA Foundation, 2013.

Twelve Aspects of Corporate Engagement

Public Private

Large Cash Grant

Expertise & Consulting

Site Visit or Vision Trip

Employee Workplace Giving & Matching Gifts

Publicity – Media

Event Sponsorship

Gift-in-Kind

Employee Volunteerism

Social Partnerships

10

Other: Advocacy, Cause-Related Marketing, Innovation

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6

• World Vision Zambia and a

team of Intel volunteers set up

a completely solar-powered

computer lab.

• More than 309 secondary

school students now have

access to computers.

HOW THEY ENGAGE

» Consulting

» Volunteerism

» Vision Trip

» Employee Matching Gifts

• Since 2004, World Vision has

helped distribute hundreds of

millions of liters of clean water

in 22 countries.

• World Vision has hosted P&G

staff on field visits from 10

different countries.

HOW THEY ENGAGE

» Financial Support

» Produce to Give

» Vision Trips

» Employee Matching

Gifts

One-to-One Partnership – Corp + NGO

11

One-to-One Multi-Dimensional Partnerships – Corp + NGO

• For every pair of TOMS shoes

and apparel purchased, a pair of

shoes is donated to a child in

need.

• World Vision is the #1 distributor of

TOMS shoes and has distributed

hundreds of thousands of pairs

of in 14 countries since 2009.

HOW THEY ENGAGE

» Produce to Give

» Volunteerism

» Kit Build Events

» Financial Support

» Raising Awareness

• Since 2005 Walmart has supported

disaster rebuilding of temporary/semi-

permanent housing and business

restoration efforts in Brazil, Chile,

China, Guatemala, and Mexico

• Walmart Women’s Economic

Empowerment Initiative (WEEI) with

World Vision in El Salvador and

Honduras.

12

HOW THEY ENGAGE

» Financial Support

» Disaster Relief

» Volunteerism

» Kit Build Events

» Employee Matching

Gifts

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7

Public Private Partnerships

Public Private Partnership - A government service or private

business venture which is funded and operated through a

partnership of government and one or more private sector

companies. (PPP, P3)

• Fulfills public tasks that are also good

for business

• More market-oriented approach

• Efficiency of private sector

13

Emerging Trends in the Last Decade

• Strategic engagement of corporations to address

complex development challenges

• Corporate value creation for both shareholders and

society

• Emergence of multi-stakeholder alliances to

collaborate on a more systemic level

• Cross-sector convergence

Convergence Economy: Rethinking International Development in a Converging World (Accenture, 2011)

14

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Convergence Thinking

Convergence of:

15

• Issues

• Interests

• Solutions

Source: Convergence Economy: Rethinking International Development in a Converging World (Accenture, 2011)

.

Social Partnership

A Social Partnership is a collaboration of multiple

partners representing each of three sectors: public,

private and social services (NGO) for the purpose of

fulfilling a social goal.

• Long-term nature

• Opening new fields of finance and action

• Resource-generating instrument

• Emphasis on outputs and impact – not

on stereotypical roles

• Importance of enabling technology

• Innovation

16

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Definition of a Megacommunity

A Megacommunity is any large ongoing sphere of mutual

interest where governments, corporations, NGO’s, and

other partners intersect over time.

Source: Megacommunities: How Leaders of Government, Business and Non-Profits Can Tackle Today’s Global Challenges

Together: Mark Gerencser, Reginal Van Lee, Fernando Napolitano, and Christopher Kelly, PALGRAVE MACMILLAN, 2008.

Copyright Booz Allen Hamilton.

17

• Partners recognize that the problems they face are more complex

than they can solve alone

• Partners remain interdependent because common interests compel

them to work together

• Partners do not need to compromise their unique priorities

Example of a

Social Partnership

Launched in 2012 by Coca-Cola India and NDTV, the Support My

School campaign is an initiative to convert hundreds of rural schools

in India into healthy and active learning environments with clean

water, improved sanitation, enhanced sporting facilities, new

technology and teacher training.

18

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10

Partners and Roles

19

Public Partners

Private Partners

Social/NGO Partners

• NGO Convener and External Team-building

• NGO Implementation Lead and Fundraising

• Multiple NGO partners – Programmatic Expertise

• Two primary corporate sponsors – Initiators, Finance, Publicity

• Other corporate partners in India – Internal Team-building

• Celebrity Endorsements

• National government – Systemic Oversight

• Provincial governments in India – Local Leadership

Challenges

20

• Leadership of many with a light touch

• Internal and external consensus building

• Communications – frequency, medium, language, time zones

• Full mapping of stakeholders, across borders

• Defining working structure – the role of “roles”

• Articulating guiding principles

• Defining, monitoring and measuring progress

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11

Impact and Results

21

• A spirit of inclusiveness, adaptability and passion.

• Power of combining organizational strengths while maintaining distinctiveness

• “Principle of shared value” – need to think differently and ultimately what is

good for society is also good for business.

• Longer-term impact – now in year three.

• Hundreds of schools improved, student attendance improved, girls staying in

school longer, happier teachers and parents

• Vision to reach 1,000 schools by 2015 -16.

Questions?

Cheryl Ennis Self, [email protected]

22

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12

For a listing of the 2013 AFP Web/Audioconference Series, please visit our

website at www.afpnet.org in the professional development section.

Coming Next….

December 11th, 2013

1:00 – 2:30 p.m. ET

Accountability and Ethics Can Make

or Break Your Organization

Jim Greenfield, ACFRE, FAHP

Page 16: Corporate Engagement - Beyond Charity: A Focus on Social … · 2013-12-11  · 11/15/2013 2 Corporate Engagement Beyond Charity: A Focus on Social Partnerships Learning Objectives

CERTIFICATE OF PARTICIPATION

I was a participant in the AFP Webconference held

November 19, 2013

1:00 – 2:30 PM Eastern

Corporate Engagement - Beyond Charity:

A Focus on Social Partnerships

Presented by:

Cheryl Ennis Self, ACFRE

Full participation in this session is applicable for 1.5 points in Category 1.B – Education

of the CFRE International application for initial certification and/or recertification.

Signed__________________________________________________________

This is for your records only.

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Association of Fundraising Professionals

November 19, 2013

Corporate Engagement - Beyond Charity: A Focus on Social Partnerships

You may use this form to capture your immediate impressions.

Please complete the evaluation online by November 26, 2013 at:

http://www.surveymonkey.com/s/D8NRHBY EXCELLENT AVERAGE POOR

(7) (6) (5) (4) (3) (2) (1)

1. OVERALL RATING

2. CONTENT

3. HANDOUTS

4. AUDIO QUALITY

5. EASE OF REGISTRATION

6. SIMILARITY OF ACTUAL PROGRAM

VERSUS ADVERTISED CONTENT

7. VALUE

PRESENTER: OVERALL EFFECTIVENESS

8. Cheryl Ennis Self, ACFRE

MY SITE PARTICIPATED AS: A WEBCONFERENCE AN AUDIOCONFERENCE YES NO

WOULD YOU PARTICIPATE IN ANOTHER VIRTUAL SEMINAR?

WHAT WAS YOUR OVERALL IMPRESSION OF THE EVENT AND THE VIRTUAL SEMINAR FORMAT? ANY ADDITIONAL COMMENTS?

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YOUR FEEDBACK IS IMPORTANT! YOU MAY COMPLETE AN ELECTRONIC EVALUATION AT

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JANUARY 24, 2013, THURSDAY

Transformational Gifts: Using Philanthropic Planning To Partner with Prospects and Advisors Brian Sagrestano, JD, CFRE

FEBRUARY 5, 2013, TUESDAY

Writing a Fabulous Case for Donor Support Tom Ahern

** FEBRUARY 21, 2013, THURSDAY

What Great Boards Do at Their Board Meetings – And What They Don’t Do! Simone Joyaux, ACFRE

MARCH 7, 2013, THURSDAY

Analyze and Identify: Three Steps to Understanding Your Prospects and Supporters Michael Quevli

• MARCH 19, 2013, TUESDAY

Raising Support from Millennials: How to Raise Support from Younger Donors Derrick Feldmann

APRIL 11, 2013, THURSDAY

Digging Deeper for Lifetime Value Allison Porter and Rick Malchow

APRIL 23, 2013, TUESDAY

The Power of Planning: Building a Strategic and Long-Term Development Plan Andrea McManus, CFRE

MAY 8, 2013, WEDNESDAY

Doing Well While Doing Good: Advancing Your Career in Professional Fundraising Adam Burk, CFRE

** MAY 23, 2013, THURSDAY

Navigating Change: The Three Stages of Board

Engagement Robbe Healey, MBA, NHA, ACFRE

JUNE 6, 2013, THURSDAY

6 Steps to Creating a Written Fundraising Plan Sandy Rees, CFRE

JUNE 18, 2013, TUESDAY

Online Success Strategies, Tools & Trade Secrets - 101 Ted Hart, ACFRE

JULY 10, 2013, WEDNESDAY

The Anatomy of Engaging Email Campaigns Mike Snusz

JULY 24, 2013, WEDNESDAY

What’s Wrong with Your Fundraising and How You Can Fix It Linda Lysakowski, ACFRE and Ellen Bristol

AUGUST 8, 2013, THURSDAY

Developing a Multichannel Grateful Patient Program to Identify Major Donor Prospects Timothy Logan, ACFRE and Brian Hervey, CFRE

AUGUST 21, 2013, WEDNESDAY

How to Incorporate Online Giving Into Your Annual Fund … And Track it

Valerie Lambert

** SEPTEMBER 10, 2013, TUESDAY - CANCELLED

The Shifting World of Business and Community Jocelyne Daw

SEPTEMBER 25, 2013, WEDNESDAY

90 Minutes to Social and Mobile Fundraising Success Claire Kerr

OCTOBER 10, 2013, THURSDAY

Annual Fund and Major Gifts Partnerships: Pipeline Management and Donor Michael Delzotti, CFRE and Chris Kasavich, MBA, CFRE

OCTOBER 23, 2013, WEDNESDAY

The Latest and Greatest in Fundraising from Around the

Globe Penelope Cagney, CFRE

NOVEMBER 7, 2013, THURSDAY

Effective Campaigns: The Design, Content and Delivery of Effective Email Campaigns Derrick Feldmann

NOVEMBER 19, 2013, TUESDAY

Corporate Engagement – Beyond Charity: A Focus on Social Partnerships Cheryl Self, ACFRE

** DECEMBER 11, 2013, WEDNESDAY

Accountability and Ethics Can Make or Break Your Organization Jim Greenfield, ACFRE, FAHP

Association of Fundraising Professionals

2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21st Century

CFRE Approved Continuing Education Provider *Please note each Web/Audioconference session offers CFRE points!

** Denotes ACFRE credit

Web/Audioconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central

11:00 a.m.–12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska

FEES: $159 (U.S.) per member session; $295 (U.S.) per nonmember session

Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time!

Page 19: Corporate Engagement - Beyond Charity: A Focus on Social … · 2013-12-11  · 11/15/2013 2 Corporate Engagement Beyond Charity: A Focus on Social Partnerships Learning Objectives

AFP 2013 WEB/AUDIOCONFERENCE SERIES

January 24, 2013 Brian Sagrestano: Transformational Gifts: Using Philanthropic Planning to Partner with Prospects and Advisors

February 5, 2013 Tom Ahern: Writing a Fabulous Case for Donor Support

February 21, 2013 Simone Joyaux: What Great Boards Do at Their Board Meetings – And What They Don’t Do!

March 7, 2013 Michael Quevli: Analyze and Identify: Three Steps to Understanding Your Prospects and Supporters

March 19, 2013 Derrick Feldmann: Raising Support from Millennials: How to Raise Support from Younger Donors

April 11, 2013 Allison Porter and Rick Malchow: Digging Deeper for Lifetime Value

April 23, 2013 Andrea McManus: The Power of Planning: Building a Strategic and Long-Term Development Plan

May 8, 2013 Adam Burk: Doing Well While Doing Good: Advancing Your Career in Professional Fundraising

May 23, 2013 Robbe Healey: Navigating Change: The Three Stages of Board Engagement

June 6, 2013 Sandy Rees: 6 Steps to Creating a Written Fundraising Plan

June 18, 2013 Ted Hart: Online Success Strategies, Tools & Trade Secrets - 101

July 10, 2013 Mike Snusz: The Anatomy of Engaging Email Campaigns

July 24, 2013 Linda Lysakowski and Ellen Bristol: What’s Wrong with Your Fundraising and How You Can Fix It

August 8, 2013 Timothy Logan and Brian Hervey: Developing a Multichannel Grateful Patient Program to Identify Major Donor

Prospects

August 21, 2013 Valerie Lambert: How to Incorporate Online Giving Into Your Annual Fund… And Track It

September 10, 2013 Jocelyne Daw: The Shifting World of Business and Community CANCELLED

September 25, 2013 Claire Kerr: 90 Minutes to Social and Mobile Fundraising Success

October 10, 2013 Michael Delzotti, CFRE and Chris Kasavich, MBA, CFRE: Annual Fund and Major Gifts Partnerships: Pipeline

Management and Donor

October 23, 2013 Penelope Cagney, CFRE: The Latest and Greatest in Fundraising from Around the Globe

November 7, 2013 Derrick Feldmann: Effective Campaigns: The Design, Content and Delivery of Effective Email Campaigns

November 19, 2013 Cheryl Self, ACFRE: Corporate Engagement – Beyond Charity: A Focus on Social Partnerships

December 11, 2013 Jim Greenfield: Accountability and Ethics Can Make or Break Your Organization

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FEES: $159 (U.S.) per member site per session; $295 (U.S.) per nonmember site per session

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