2013 WEB/AUDIOCONFERENCES. Corporate Engagement - Beyond Charity: A Focus on Social Partnerships

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1 Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century Corporate Engagement - Beyond Charity: A Focus on Social Partnerships Presented by: Cheryl Ennis Self, ACFRE November 19, :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 (U.S. & Canada) (Mexico)

2 SITE ROSTER FOR SITE COORDINATOR ONLY: FOLLOWING THE PROGRAM, PLEASE COMPLETED ROSTER TO or FAX TO 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: Site Coordinator/Registrant (the name of the person to whom the site is registered): Location (City) (State/Province) Total number of participants at this site Please Print Clearly NAME: ADDRESS: MEMBER (Y/N)

3 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 Ms. Self holds a BA in French Language from Gettysburg College, PA, where she graduated cum laude

4 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 1

5 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 One Corporation s Voice 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,

6 Corporate Social Responsibility (CSR) A commitment to improve community well-being through discretionary business practices and contributions of corporate resources. 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) 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

7 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

8 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. Source: Giving USA 2013, The Annual Report on Philanthropy for the Year 2012 Data Tables. Giving USA Foundation, Twelve Aspects of Corporate Engagement Social Partnerships 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 Other: Advocacy, Cause-Related Marketing, Innovation 10 5

9 One-to-One Partnership Corp + NGO HOW THEY ENGAGE» Consulting» Volunteerism» Vision Trip» Employee Matching Gifts 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» Financial Support» Produce to Give» Vision Trips» 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. 11 One-to-One Multi-Dimensional Partnerships Corp + NGO HOW THEY ENGAGE» Produce to Give» Volunteerism» Kit Build Events» Financial Support» Raising Awareness 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 HOW THEY ENGAGE» Financial Support» Disaster Relief» Volunteerism» Kit Build Events» Employee Matching Gifts Since 2005 Walmart has supported disaster rebuilding of temporary/semipermanent 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 6

10 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 7

11 Convergence Thinking Convergence of: Issues Interests Solutions Source: Convergence Economy: Rethinking International Development in a Converging World (Accenture, 2011). 15 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 8

12 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. 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 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, Copyright Booz Allen Hamilton. 17 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 9

13 Partners and Roles Private Partners Two primary corporate sponsors Initiators, Finance, Publicity Other corporate partners in India Internal Team-building Celebrity Endorsements Public Partners National government Systemic Oversight Provincial governments in India Local Leadership Social/NGO Partners NGO Convener and External Team-building NGO Implementation Lead and Fundraising Multiple NGO partners Programmatic Expertise 19 Challenges 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 20 10

14 Impact and Results 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 Questions? Cheryl Ennis Self, ACFRE cself@worldvision.org 22 11

15 Coming Next. December 11th, :00 2:30 p.m. ET Accountability and Ethics Can Make or Break Your Organization Jim Greenfield, ACFRE, FAHP For a listing of the 2013 AFP Web/Audioconference Series, please visit our website at in the professional development section. 12

16 CERTIFICATE OF PARTICIPATION I was a participant in the AFP Webconference held November 19, :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.

17 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: 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 WOULD YOU PARTICIPATE IN ANOTHER VIRTUAL SEMINAR? YES NO WHAT WAS YOUR OVERALL IMPRESSION OF THE EVENT AND THE VIRTUAL SEMINAR FORMAT? ANY ADDITIONAL COMMENTS? NAME (OPTIONAL): SITE LOCATION: YOUR FEEDBACK IS IMPORTANT! YOU MAY COMPLETE AN ELECTRONIC EVALUATION AT

18 Association of Fundraising Professionals 2013 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century 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 JULY 10, 2013, WEDNESDAY The Anatomy of Engaging 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 ** FEBRUARY 21, 2013, THURSDAY What Great Boards Do at Their Board Meetings And What They Don t Do! Simone Joyaux, ACFRE AUGUST 8, 2013, THURSDAY Developing a Multichannel Grateful Patient Program to Identify Major Donor Prospects Timothy Logan, ACFRE and Brian Hervey, CFRE MARCH 7, 2013, THURSDAY Analyze and Identify: Three Steps to Understanding Your Prospects and Supporters Michael Quevli AUGUST 21, 2013, WEDNESDAY How to Incorporate Online Giving Into Your Annual Fund And Track it Valerie Lambert 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 Ted Hart, ACFRE ** 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 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 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!

19 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 July 10, 2013 Mike Snusz: The Anatomy of Engaging 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 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 This order is for [ ] Live Event, [ ] Download, [ ] CD ($8.95 for shipping in the U.S., $20 for International orders) Four ways to register: Webconferences 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 site per session; $295 (U.S.) per nonmember site per session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time! Online: Fax: Phone: Mail: Peach New Media, 1100 Circle 75 Parkway, Suite 900, Atlanta, GA Please print clearly (especially the address) Name Member ID# Title Organization [ ] My Site is sponsored by an AFP Chapter Chapter Name Street Address City State/Province Zip/Postal Code Country Phone Fax Can t make a Webconference? Purchase the recorded session as a download or on CD. Call or visit our website at (Payment must accompany registration and must be paid in U.S. funds) Method of payment (check one): [ ] Check enclosed payable to Peach New Media [ ] MasterCard [ ] VISA [ ] AMEX [ ] Discover Card # CVV Code Exp. Signature 3-digit code on back of card Billing Address: City State Zip