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

Corporate Social Responsibility

Corporate Citizenship

Com

mun

ity E

cono

mic

Dev

elop

men

t Funding v. Financing

Blended ValueShared Value

Social Impact Funding and Investing

Social Return on Investment

Social business and social enterprise

Sustainability

Scalablity

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 EngagementEnvironment

Employees

Community

Approaches to Corporate Engagement

United Way Traditional

Retail PhilanthropyCause 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)

gena@dexterityconsulting.ca

www.dexterityconsulting.ca

www.place2give.com

@DexterityCon @Place2Give