Sample deck to help you think through messaging to corporate executives to make the case for a Corporate Foundation

Proposed Philanthropy Program

Call to action

• In relation to our size, xxx is significantly behind the curve in establishing a meaningful corporate giving program - OR – Because we are in the start-up phase of our company, now is the time to build community relations programs into our company for lasting impact

• It is imperative to initiate this program now if we want it to be part of the culture of xxxx (Note: It is very difficult to add a new, lasting cultural value when the employee base reaches 1,000+)

• We believe this program is important to the company, our brand, employees and the community. It allows us to be good corporate citizens

• The resources within xxx are now significant enough to make an impact on the community in which we work

Vision and mission for the philanthropy program

• xxx is an inspiring and great place to work. It’s time to make a difference in the community

• Our initial recommendation for the xx Philanthropy Program is as follows:– Integrating service into our culture– Demonstrating good corporate citizenship– Focusing our social impact into clear program

areas through product donation and cash grant programs

Insert Benchmark Data Here

Primary Areas of Commitment & Benefit

• Corporate Level = Impact – Product and Cash Grants

• Application process, reviewed by employee steering committee

• Employee Level = Employee Morale– Various levels of participation available

• Steering Committee or Councils• All employees can help choose area of focus via Intranet or

Survey– 6 days per year PTO to volunteer at charity of choice

• Manager tracks• Choose your own or do it w/ larger department company

» Steering committee organizes regular opportunities• Employee based grants – Dollars for Doers and Community Action

Team grants

Product grants Amount Unit Total

xxx $250 200 $50K

xxxx $75 400 $30K

Cash grants

External grants $10K 5 $50K

Employee matching grants $500 200 $100K

Operations

Headcount $100K

Startup fees $25K

Total $355K

Year 1: Resources needed

Item Amount Unit Total

Product grants

xxx $599 200 $120K

xxxx $149 400 $60K

Volunteer services $50 2500 $125K

Cash grants

External grants $10K 5 $50K

Matching grants $500 200 $100K

Total $454K

Year 1: Benefits provided to community

Funding options

• Endowment model– $375K/yr x 10 years, + headcount– Advantages

• Self-sustaining after 10 years• Predictable funding stream for Foundation

• Profit model– ~$235K/yr ongoing (% of net profits) + headcount– Advantages

• Much lower yearly cost• Contingent upon profitability of company

•Announce program to employees

•Solicit employee feedback on focus area 7/6

Increase cash grants amount

•Implement long-term financial & operating models

•Enhance volunteer efforts and team activities

•Finalize operating & financial models (endowment vs. yearly funding) in time for ’07 budgets

•Hire Resource (could be done any time during year one)

•Launch grants program around product donation

•Implement matching gifts program

•Create Employee Based Steering Committee

•Locate community partners for volunteer programs

Executive/ Corporate Commitment6/7

Year One Year Two

•Finalize year one financial model

•Begin to create necessary forms, procedures6/30

1st fundraiser (auction) 7/8

Phased Approach

Near term goals

• June 7– Secure corporate commitment to program– Alignment on program plan and budget

• July 6– Announce Philanthropy Program at company all-hands meeting – Solicit interest in Steering Committee– Determine area of focus (thru 7/15)

• July 30– Announce area of focus – Announce/solicit participation in 1st volunteer activity options