V O L U N T E E R C A N A D A B É N É V O L E S C A N A D A

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Our Vision Involved Canadians. Resilient communities. A vibrant Canada. Our Mission To provide leadership in strengthening citizen engagement and to serve as a catalyst for voluntary action. 2

Overview 1. Definitions, Stats & Trends 2. Best Practices 3. The Future of Employee Volunteering 4. Resources 3

Term Employee Volunteer Program Corporate Social Responsibility (CSR) Definition A planned, managed effort that seeks to motivate and enable employees to effectively volunteer under the sponsorship and leadership of the employer. A concept whereby organizations consider the interests of society by taking responsibility for the impact of their activities on customers, employees, shareholders, communities and the environment in all aspects of their operations. 4

5

Important Steps: Step 1 Talk to your people Step 2 Build your case Step 3 Set objectives Step 4 Write policies / guidelines Step 5 Allocate resources Step 6 Gain support Step 7 Measure results 6

Education & Awareness Involvement Engagement 7

Education & Awareness Employees become aware of the socio-economic and environmental issues locally 8

Education & Awareness Communication In-House Portals, Onboarding, Webinars, Employee Development, Recognition Infrastructure Grants Management, Volunteer Portals, Policies & Procedures, Foundational Documentation 9

Involvement Employees are provided access, opportunity and support to get involved. They understand the impacts and the role they can play 10

Involvement Focus Areas Arts, Education, Sports, Literacy Traditional Volunteerism Focused on strategy, Volunteer Days, Team Builds, Volunteer Release Time, Ecosystem Engagement Employee Driven Committees, Local Grant Teams, Fundraising Matching Gifts Corporate Matching, Volunteer Service Grants 11

Engagement Employees demonstrate active and committed involvement in making a sustainable difference 12

Engagement Community Service Learning & Leadership Board Placements, Talent & Learning Development Talent & Technology Program Skills-based Volunteerism 13

Trends: Aligned & strategic involvement Incorporated into employee development plans Common-ground Partnerships & Collaborations Alignment of Community Investment with Community Involvement Global Volunteering 14

Leadership: Volunteer Canada Corporate Council on Volunteering Imagine Canada Caring Company Program Conference Board of Canada Community Investment Council Peer to Peer: Centre for Excellence in Corporate Community Involvement LBG Canada Performance Measurement & Benchmarking GetInvolved.ca 15

Investors Group Employees in Action 16

For Investors Group, our long heritage of grassroots involvement, corporate funding, and project initiation by many of our people has created a strong corporate culture of caring for our communities. We have a long history of attracting people who are ambitious and people who care for those they serve, which translates into a deep interest in community needs. When you combine these characteristics, you end up with a strong sustainable focus on corporate citizenship. 17

Employees in Action (EIA) Steering Committee Community Outreach Committee Community Projects Fund Committee Social Committee United Way Committee Workplace Safety and Health Committee Québec EIA Support 18

Employees In Action Volunteer Program Community Outreach Committee Sponsors activities and events that give employees an opportunity to give back to the community. Community Projects Fund Committee Manages three funds Community Projects Fund Getting Started Fund Employee Teams Fund Social Committee Organizes activities and events for employees (and in some cases their friends and families) 19

Employees In Action Volunteer Program United Way Committee Encourages and supports employees in getting involved in their community. Every fall, the committee sponsors activities and events to raise awareness around United Way and encourage donations Workplace Health and Safety Committee Committed to providing a head office work environment that supports the safety, health, and well being of its employees Québec Committee Same Committee structure in place at Québec head office 20

Volunteer Support Program Program Facts Began in 1993 In 2011, provided 199 grants totaling more than $189,000.00 Eligibility Criteria Employees, Advisors, Associates, Assistants, Directors, Retirees and Immediate Family Registered Canadian charity Minimum 25 hours volunteered/year Minimum 6 months volunteering with charity Maximum of $3,000 grant Ontario 43% Health 26% Midwest 9% BC 19% Quebec 14% Atlantic 8% Alberta 7% Social Services 38% Program Timeline Date January April 30 Activity Program opens Application deadline Education & Youth 8% Civic 19% Amateur Sport 3% Arts & Culture 6% June/July Committee meeting July/August Grants Awarded 21

Community Sport Volunteer Program Created in partnership with True Sport Foundation to provide financial assistance to community-based sports groups and organizations in which employees/advisors are involved in as active volunteers Launched in June 2010 Provides grants of $500 Québec 9% At lant ic 5% BC 17% Albert a 4% Runs all year long Simple online application process 50 hours/year minimum Ont ario 38% Midwest 27% Over 230 grants provided since inception, totalling more than $115,000 22

Volunteer Recognition Employees Quarterly Employee Volunteer Award Annual Employee Volunteer Award - Benefits include:» Donation to charity of choice» Personalized award plaque» Article in electronic employee bulletin» Article in company magazine» Article in annual reports (Corporate Citizenship & Employees In Action)» Feature on Corporate website» Invitation to annual volunteer celebration event President s Volunteer Celebration 23

Volunteer Recognition Employees Lunches/special events for EIA Committee co-chairs Individual EIA Committees hold their own recognition windups Templated certificates of appreciation provided to EIA Committee co-chairs to present to Committee members Business cards provided to EIA Committee co-chairs Exclusive Corporate ticket offers to EIA Committees to a wide range of events Corporate Facebook page feature stories Volunteer t-shirts provided to event volunteers Opportunities for EIA co-chairs to present to a variety of audiences, including CEO, Senior Executive management and townhall meetings Department heads are informed of employee volunteer s contributions 24

Volunteer Recognition Advisors/Field Management Annual Award for Advisors Bi-annual Award for Field Directors Benefits Include: $25,000 fund will be established in the name of the recipient through the Investors Group Charitable Giving Program with the annual grants directed to the charity or charities of the winners' choice Podium recognition at national conference Personalized plaque Name displayed on a plaque at head office Congratulatory announcement in the Advisor s/division Director's local paper and announcement to clients Corporate magazine article and corporate email announcement Participation in choosing the next two years' winners Article in electronic employee bulletin Article in annual report (Corporate Citizenship) Recipient Nominators/Top 10 Award Finalists receive donation to charity or charities of their choice 25

Looking Ahead Monitor employee, volunteer and EIA Committee feedback Explore ways in which employee involvement opportunities can be customized to the differing interests and situations of employees Identify and deal with any gaps in employee involvement offering Strive to maintain employee involvement offering that is both impactful and meaningful to employees Conduct employee involvement program strategy review with Volunteer Canada 26

Additional Information Volunteer Canada www.volunteer.ca Imagine Canada www.imaginecanada.ca Boston College Centre for Corporate Citizenship www.bcccc.net Points of Light Institute: www.pointsoflight.org 27