The View from the Other Side. Corporate Support on Cape Cod

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1 The View from the Other Side Corporate Support on Cape Cod

2 Moderator: Laura Hay, Campaign Director, MSPCA Cape Cod Panelists: Kara Boule, Marketing & Community Investment Manager, Nauset Disposal Beth Marcus, Business Manager/Owner, Cape Cod Beer Rana Murphy, Senior Vice President, Regional Manager, Eastern Bank

3 Eastern Bank Philanthropy Mission To contribute, in meaningful ways, to the health and vitality of the communities served by Eastern Bank. Our focus is to support organizations which are providing critical services that strengthen individuals and families in our communities.

4 Eastern Bank Charitable Foundation History Established in 1985 Funded exclusively by Eastern Bank $88 million Endowment Level 10% of Net Income committed to charity $4.5+ million Annual Foundation Community Support $2.2+ million Annual Event Sponsorships

5 Eastern Bank Charitable Foundation Giving Philosophy To make more smaller grants, rather than a few larger grants. To make grants to locally-based organizations in our geography, where there will be significant impact, rather than to larger or national institutions where the donation will be less meaningful Reach out to organizations within our market footprint, supporting them with unsolicited gifts. To be deliberate in our efforts to distribute gifts throughout the geography of the communities we serve. Support organizations with missions in line with our preferred orientation for giving.

6 Eastern Bank Charitable Foundation Our Giving Priorities Our goal is to support the underserved and the neediest members of our community. We work to ensure that all our neighbors are treated with dignity and have equal access to: Affordable Housing Civil Liberties Community Healthcare Economic Revitalization Education Access Human Services Strong Families Environment & Sustainability Workforce Development Youth Services

7 Eastern Bank Charitable Foundation How to Apply OR

8 Eastern Bank Charitable Foundation

9 Eastern Bank Charitable Foundation There are four Donation Categories: Community Grants Partnership Grants Targeted Grants Neighborhood Support

10 Eastern Bank Charitable Foundation Community Grants Organization must have 501(c)3 designation from the IRS Any amount up to $10,000 Allow 60 days for review process Reviewed every 30 days Examples: Event Sponsorships Program Support local food pantry

11 Eastern Bank Charitable Foundation Partnership Grants Organization must have 501(c)3 designation from the IRS $10,000 - $50,000 Grants due 8/1 with decisions in late November Once approved, ineligible for 3 full years Examples: Capital Campaign Increase capacity of successful programs Additional sites for successful programs

12 Eastern Bank Charitable Foundation Targeted Grants Targeted Grant category chosen by the Trustees of the Foundation each year. All grant requests must be within this category Organization must have 501(c)3 designation from the IRS $10,000 - $50,000 Grants due 3/1 with decisions in late May Examples: Capital Campaign Significant Project Support Ongoing Program Support

13 Eastern Bank Charitable Foundation Neighborhood Support For organizations WITHOUT 501(c)3 status from the IRS No minimum or maximum amount Average around $500 Allow 60 days for review process Reviewed every 30 days Examples: Chamber of Commerce Support Local Youth Sports Team Rotary Support

14 Eastern Bank Charitable Foundation Contact Information Laura Kurzrok Michael Rollins Cindy Ciman Hoeun Chum One Eastern Place, EP Market Street Lynn, MA Telephone Fax

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26 What we care about Superior Customer Service Well Maintained Equipment Helping to Grow Our Customers Businesses Our Environment Our Community + Giving Back

27 What the Cape Cod nonprofit community means to us o o o o Work to improve the lives of the people who live, work + play on Cape Cod Help those in our community who need assistance Partner with other organizations to improve quality of life on Cape Cod Economic + environmental sustainability

28 Giving Back + Community Investment o In 2015, Nauset Disposal donated to over 115 local organizations + events o Majority of donations are in-kind o Most cash sponsorships reserved for multi-year commitments

29 Moving Forward Employees selected areas to focus giving in 2017 Veterans Services Children s Services Basic Needs Environment We will continue to support many causes in the area, but will pay special attention to these areas

30 Charitable Giving Strategy Goals o Increase brand awareness throughout Cape Cod + SE MA o Reach prospective customers through sponsorships of events + donations to local nonprofits o Maintain existing charitable giving budget while increasing reach + exposure

31 In-Kind Donation + Sponsorship Considerations Do constituents live within our service area? Do they have a disposable income? What is their average age?

32 Corporate Sponsorship Wish List Help to build our brand visibility Corporate logo visible on all event collateral + marketing materials Recognize the generosity of the company Acknowledgement in press releases, on social media, web, public speeches Measure + share metrics Report showing advertising avenues, impressions, attendance after event is key in determining future sponsorships Kara Boulé, Marketing + Community Investment Manager kara@nausetdisposal.com p:

33 How to Request Support from Nauset Disposal Minimum of 30 days in advance Preferable method of in-kind asks is through our website Include date, type of equipment needed, any background information on organization and/or event, sponsorship benefits

Strategic Plan. Prepared by: Mesabi Range College Foundation Board Betsy Olivanti, Executive Director. Phone:

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