You are on page 1of 183

CORPORATE PHILANTHROPY

RESOURCE GUIDE
Fall 2010

Profiles from leading organizations in the following categories:

Consultants
Membership Organizations
Philanthropy IT and General Resources
Intergovernmental Organizations
Academic Institutions
Venture Philanthropy
Philanthropy News Sources
About the Resource Guide

The Committee Encouraging Corporate Philanthropy (CECP) engages the public, private,
and independent sectors to help advance the case for corporate philanthropy. In keeping
with its mission, CECP in 2007 first embarked on an assessment of select organizations
that play important roles within the landscape of corporate philanthropy. Now, three years
later, CECP is pleased to present an updated edition of this free online publication.

This CECP Resource Guide is not intended to be exhaustive – it is a starting point to


serve as a tool for more strategic and effective corporate giving as well as to facilitate
effective partnerships across the three sectors. Information included in this guide was
provided directly by the represented organizations. Inclusion in this guide should not be
considered as an endorsement by CECP.

Requests for consideration or referrals for inclusion in this guide, as well as questions and updates,
can be emailed to: info@CorporatePhilanthropy.org with the subject line ―CECP Resource Guide.‖

This document is available for free download online at:


http://www.corporatephilanthropy.org/research/best-practices/resource-guide.html

About the Committee Encouraging Corporate Philanthropy

The Committee Encouraging Corporate Philanthropy (CECP) is the only international forum of
business leaders focused on corporate philanthropy. Membership includes more than 180 global
CEOs and chairpersons of companies that collectively account for more than 40% of reported
corporate giving in the United States.

Engaging with the public, private, and independent sectors, CECP members seek and create
opportunities to serve as corporate giving advocates, practitioners, educators, and spokespersons to
advance the case for philanthropy and to inspire other business leaders to make a lasting
commitment to community giving.

Courtney King, Communications Manager, CECP


212.825.1000, info@corporatephilanthropy.org

PAGE 1 : Corporate Philanthropy Resource Guide


CORPORATE PHILANTHROPY RESOURCE GUIDE

Table of Contents

CONSULTANTS

AccountAbility 5
APCO Worldwide 8
Bridgespan 12
The Catchpole Corporation 14
Cause Consulting 16
The Center for Effective Philanthropy (CEP) 18
Ceres 20
Changing Our World, Inc. 22
CAFAmerica 24
Comunitas 27
Cone 28
E-Philanthropy Solutions Inc. 30
Entrepreneurs Foundation 32
Fleishman-Hillard 34
The Foundation Center 37
FSG Social Impact Advisors 39
Global Business Network (GBN) 41
Global Philanthropic 43
LBG Associates 44
Louder Than Words, Inc. 47
Mission Measurement, LLC 49
National Philanthropic Trust 51
Oxford Analytica 52
Rockefeller Philanthropy Advisors 54
Strategic Philanthropy Advisors, LLC 56
Taproot Foundation 57
TCC Group 58
The Consulting Network 59
The Philanthropic Initiative (TPI) 61
True Impact LLC 63
Walker Information 65
Wellspring Consulting 67

MEMBERSHIP ORGANIZATIONS

ADMICAL 68
Association of Corporate Contributions Professionals (ACCP) 70
The Aspen Institute 72
Association of Fundraising Professionals 74
Business Civic Leadership Center 76
Business in the Community (BITC) 78
BSR (Business for Social Responsibility) 82
Business Roundtable 84
Canadian Business for Social Responsibility 85
Cause Marketing Forum 87
Committee Encouraging Corporate Philanthropy 88

PAGE 2 : Corporate Philanthropy Resource Guide


The Conference Board 91
Corporate Responsibility Officer (CR Magazine) 95
CSR Europe 97
European Foundation Centre 99
Forum of Regional Associations of Grantmakers 102
Independent Sector 103
Giving Institute: Leading Consultants to Non-Profits 105
Global Philanthropy Forum 106
Global Reporting Initiative (GRI) 107
Grantmakers for Effective Organizations 110
International Business Leaders Forum (IBLF) 112
International Society of Business, Economics, and Ethics (ISBEE) 114
LBG Research Institute 115
Net Impact 117
Worldwide Initiatives for Grantmaker Support 119

PHILANTHROPY INFORMATION TECHNOLOGY AND RESOURCES

Action Without Borders / Idealist.org 120


American Institute of Philanthropy 121
AngelPoints 122
Charity Navigator 124
CMO Council 127
GlobalGiving Foundation 129
GreenNonprofits.org 131
GuideStar 132
The JK Group, Inc. 133
National Committee for Responsive Philanthropy 135
NPower NY 136
People to People Fundraising 138
Points of Light 140
Public/Private Ventures (P/PV) 141
TechSoup Global 144
VolunteerMatch 148

INTERGOVERNMENTAL ORGANIZATIONS

International Finance Corporation 150


UN Global Compact 153

ACADEMIC INSTITUTIONS

Boston College Center for Corporate Citizenship 155


Center for Responsible Business 156
The Center on Philanthropy at Indiana University 158
Center for Social Innovation, 159
Stanford Graduate School of Business 159
Centre for Charitable Giving and Philanthropy 162
Yale School of Management Program on Social Enterprise 163

PAGE 3 : Corporate Philanthropy Resource Guide


VENTURE PHILANTHROPY

Acumen Fund 164


Echoing Green 166
Endeavor 168
European Venture Philanthropy Association (EVPA) 172
Venture Philanthropy Partners (VPP) 173

PHILANTHROPY NEWS SOURCES

3BL Media, LLC 175


Corporate Philanthropy Report 176
The Chronicle of Philanthropy 177
Philanthropy Journal 178
Philanthropy News Digest 179
Stanford Social Innovation Review 180

PAGE 4 : Corporate Philanthropy Resource Guide


AccountAbility
www.accountability.org

OVERVIEW
Mission AccountAbility is a leading international organisation providing
innovative solutions to the most pressing challenges in corporate
responsibility and sustainable development. Since 1995, we‘ve
been helping businesses, non-profits and governments embed
ethical, environmental and social accountability into their DNA. Our
unique value proposition brings together leading-edge research,
widely-recognised standards and strategic consulting services.
Type of organization Non-profit consultancy
Year of origin 1995
Headquarters location New York and London

International scope International leadership and members (in +20 countries)

Senior leadership Sunil A. Misser – Chief Executive Officer

Number of employees 35-40 employees

Target audience Businesses, NGOs, assurance service providers, civil society


organizations and research bodies
Size of membership / network Five offices: London, New York, Washington DC, Sao Paulo,
Beijing

SERVICES
Services and programs Research:
The AccountAbility Institute, AccountAbility‘s research arm,
conducts in-depth examinations of the most pressing global
sustainability issues, enabling the creation of innovative strategies
and impactful sustainability initiatives.

Focus areas of our research include:

Collaborative governance, strategic community investment,


responsible competitiveness, supply chains, climate change,
low-carbon innovation, water management.
Financial services, pharmaceuticals, energy and extractives,
information and communications technology, apparel and
footwear.
North America, European Union, Mid-East, G20, emerging
markets and developing world.

Standards:
AccountAbility's AA1000 series are principles-based standards to
help organizations become more accountable, responsible and
sustainable. They are used by a broad spectrum of organisations:

PAGE 5 : Corporate Philanthropy Resource Guide


multinational businesses, small and medium enterprises,
governments and civil societies. AccountAbility offers services
related to the implementation of the AA1000 series, as well as a
five-day training program to support their application.

The AccountAbility Principles Standard (AA1000APS) provides


a framework for an organization to identify, prioritise and
respond to its sustainability challenges.
The AccountAbility Assurance Standard (AP1000AS) provides
a methodology for assurance practitioners to evaluate the
nature and extent to which an organisation adheres to the
AccountAbility Principles.
The AccountAbility Stakeholder Engagement Standard
(AA1000SES) provides a framework to help organisations
ensure stakeholder engagement processes are robust and
deliver results.

Advisory Services:
AccountAbility consults with businesses, civil institutions,
government bodies, partnerships and multilateral organizations
to help them strengthen their approach to corporate responsibility,
sustainable development and governance. Through the
implementation of practical market-driven solutions, we help clients
increase revenue, manage risk, and enhance brand and reputation.

Main areas of service include:

Strategy and Governance: Our approach links and leverages


organisation-wide strategy and objectives, core competencies,
stakeholder expectations, peer benchmarking and emerging
risks and opportunities.
Strategic CR Initiatives and Programs: We apply our expertise
at the program level to plan, execute and manage initiatives to
accelerate progress toward the achievement of CR goals.
Reporting and Assurance: Our approach ensures accurate
mapping of stakeholders and their material issues to deliver a
powerful, audience-specific articulation of CR priorities and
detailed performance disclosure.
Stakeholder Engagement: We design and convene stakeholder
dialogues to better understand the interests and needs of all
parties, and apply this understanding in all key decisions.

Other services Partnership Governance & Accountability Framework – Framework


intended to help partnership brokers, managers, funders and
impacted stakeholders design, implement and assess the quality of
partnership governance and accountability.

Responsible Competitiveness Index -- Country-specific research on


the links between responsible business practices and the
competitiveness of over 80 countries.
Certified Sustainability Assurance Practitioner Program –

PAGE 6 : Corporate Philanthropy Resource Guide


Developed jointly by AccountAbility and IRCA, CSAP is the first
internationally-recognised professional qualification in the field of
sustainability assurance.
Research areas Collaborative governance
Strategic community investment
Responsible competitiveness
Supply chain management
Climate change and low-carbon innovation
Water management

In-house research team. Also collaborates with leading edge CR


organisations, consultancies, academic institutions and others on
research projects.
Differentiating features of AccountAbility is the only organisation in the CR and sustainable
organization development field to offer research, standards, and services – all
―under one roof.‖
Competitive advantages Global leadership in CR research and innovation, wide global
network of corporate citizenship experts and sole patent holder of
corporate accountability standards.
Recent news / developments New CEO as of May 2010
New Regional Heads appointed for Latin America, and Mid-
East Africa
New York office opened in April 2010
Climate Competitiveness Index 2010 – research report on how
countries are making progress towards a low-carbon, resource-
efficient Green Economy.

CONTACT
Point of contact London: Elizabeth Upton -- Elizabeth@accountability.org,
+44 (0) 20 7549 0400
New York:: Lori Parks – Lori@accountability.org +1 646-495-1624

PAGE 7 : Corporate Philanthropy Resource Guide


APCO Worldwide
www.apcoworldwide.com

OVERVIEW
Mission APCO‘s mission is to be the corporate affairs and communication
partner of choice for our clients and the employer of choice in our
industry. We are committed to using our strengths in research,
analysis, strategy and communication to increase understanding of
complex issues that affect our societies.

We do this by living up to our values in everything we do. As a


company, and as professionals, we value integrity, honesty,
transparency, mutual respect, accountability, cultural differences,
employee growth and continuous learning. Our values transcend
geographical boundaries and are embraced in every APCO office.

We hold ourselves accountable to our employees, clients,


shareholders and the societies in which we do business, and we aim
to measure ourselves against best practice standards of responsible
business that go beyond legal compliance. In addition, we strive to
raise the bar of best practice where we work and in everything we do.
Type of organization Global Communication Consultancy
Year of origin 1984
Headquarters location Washington, D.C.

International scope Offices in major media and financial capitals throughout the Americas,
Europe, the Middle East, Africa and Asia
Senior leadership Margery Kraus, Founder & CEO

Number of employees 550 employees


29 locations throughout the Americas, Europe, the Middle East, Africa
and Asia
Target audience APCO leverages international expertise to provide customized
solutions to meet the needs of multinational clients and addresses
clients‘ issues from an integrated communication and public affairs
perspective. Clients include corporations, governments, industry
associations and nonprofit organizations. Our clients include seven of
the top 10 companies on Fortune‘s Global 500.

SERVICES
Services and programs At APCO Worldwide we organize our talents and tools to meet client
needs, not the other way around. Clients come to us because we offer
truly integrated services. We work to develop a custom approach to
any challenge or opportunity our clients may face in the realms of
business, public opinion and government. APCO‘s services include:

PAGE 8 : Corporate Philanthropy Resource Guide


Business, Industry & Finance:
Branding & Positioning
Corporate Advisory & Market Entry
Executive & Board Communication
Financial Communication
Internal Communication
Marketing Communication
SM
Product Launch Navigator – APCO Pathfinder

Media & Public Opinion:


Community Relations
SM
Corporate Responsibility – CR3G
®
Creative Services – StudioAPCO
SM
Crisis Management – Crisis360
Issues Management
Litigation Communication
Media Relations & Spokesperson Training
®
Online Communication – APCO Online
®
Opinion Research – APCO Insight
®
Social Media – APCO Online
Stakeholder Mapping & Engagement
Strategic Philanthropy

Government & Public Policy:


Ally Development & Coalition Building
Antitrust & Competition
Business Diplomacy
Government Relations
Policy Research & Analysis
Trade & Investment Policy

http://www.apcoworldwide.com/content/services/index.aspx
SM
Other services Global Political Strategies (GPS), an executive service of APCO
Worldwide, brings together an international team of experienced
diplomats, policy advisors and business people to provide some of the
world‘s most dynamic organizations with the strategic insight and
forward-looking counsel they need to properly understand what‘s next
in their world. In short, it is a personal foreign affairs department with
experience drawn from developed and emerging markets around the
world. GPS specializes in:

political intelligence, risk assessment and problem solving


market entry and establishment
government systems for defense and security, communication
and public-service reform
government relations and coalition building
regulatory and treaty development
trade and investment policy
competition and antitrust issues
global positioning and reputation management
policy-making processes in key capitals and international
organizations
GPS works with clients‘ C-suite executives – those who are

PAGE 9 : Corporate Philanthropy Resource Guide


thinking through, shaping and setting the strategic goals of the
organization – to help navigate the future.
Research areas Business Diplomacy
A study conducted by APCO Worldwide (APCO) highlights the
American public‘s lofty expectations for businesses abroad. The
Global Business Diplomacy Study reveals a consensus that
business success brings with it an increased responsibility to
address global challenges. The study findings demonstrate the
American public‘s belief that global expansion necessitates a
greater emphasis on corporate responsibility, a renewed focus on
environmental and human rights and an expectation that
companies strive to be valued corporate citizens in the markets
hosting their operations. In fact, on a wide range of these
challenging topics, the American public expects more from
business than from the U.S. government.
http://www.apcoworldwide.com/content/pdfs/Business_Diplomacy
_Study2006.pdf
Corporate Responsibility
A survey conducted by APCO Worldwide shows the people most
likely to be listening are receptive and responsive to proactive
corporate social responsibility (CSR) communication and this
communication directly impacts behavior. The Global CSR
Survey sheds new light on the perceived value of CSR
communication, the role key stakeholders play in influencing and
working with companies on CSR and how CS communication
impacts consumer and investment behavior.
http://www.apcoworldwide.com/content/PDFs/Global_CSR_Study.p
df
Return on Reputation Indicator: State of the Retail Industry.
APCO Worldwide created a groundbreaking research-based
management tool called Return on Reputation Indicator that
takes a broader, more holistic, 360-degree view of reputation.
The State of the Retail Industry study provides deep insight into
the key issues and expectations that define the retail industry's
reputation, the key strengths and opportunities for enhancing
reputation, and how reputation can shape the operating
environment and drive business outcomes.
Differentiating features of Client service not only drives us, it defines us. At APCO Worldwide, we
organization address clients‘ interests and objectives through communication and
public affairs consulting that combines a global perspective with local
expertise to understand the issues, events and trends that impact
businesses and organizations around the world.

Clients value our ability to help them navigate the complex and often
converging worlds of business, industry and finance; media, public
opinion and society; and government and public policy. APCO helps
clients anticipate what‘s next and smartly manage reputational,
communication and business opportunities and challenges that affect
their organizations, products, services or brands.

Our diverse and hands-on global team of over 550 experts comes from
the environments clients need to reach – we are former elected
leaders, journalists, ambassadors, business and nonprofit executives,
government officials, market researchers, and communication and
Internet experts. APCO creates and implements strategic and tailored

PAGE 10 : Corporate Philanthropy Resource Guide


solutions to advance clients‘ objectives.

International Advisory Council


APCO Worldwide's International Advisory Council (IAC)
comprises more than 40 recognized global leaders, including
former elected politicians, leaders of business and industry,
academics at leading universities, world-class journalists and
editors, NGO and nonprofit pioneers, diplomats and policy
experts. All are top consultants with invaluable real-world
knowledge, individuals who understand the complex issues
clients face because they have encountered them – and
successfully conquered them – in their own careers.
Recent news / developments APCO Launches Reputation-Management Tool to Measure Impact of
Reputation on Key Business Outcomes (July 7, 2010)
http://www.apcoworldwide.com/content/news/press_releases2010
/ror_indicator0707.aspx

APCO Launches Corporate Responsibility Blog Shared Purpose (April


30, 2010)
http://sharedpurpose.virtualvantagepoints.com/

APCO Strengthens Support for Clinton Global Initiative at 2009


Meeting (September 25, 2009)
http://www.apcoworldwide.com/content/news/press_releases2009
/apco_cgi0909.aspx

CONTACT
Point of contact Ellen Mignoni
Senior Vice President
Washington, D.C.
202-778-1000 (Office)
202-466-6002 (Office Fax)
emignoni@apcoworldwide.com

Tara Greco
Vice President
Washington, D.C.
202-778-1000 (Office)
202-466-6002 (Office Fax)
tgreco@apcoworldwide.com

Visit our blog www.shared-purpose.com. Shared Purpose is a forum to


think about, discuss, and predict what‘s next for business and society.

PAGE 11 : Corporate Philanthropy Resource Guide


Bridgespan
www.bridgespangroup.org

OVERVIEW
Mission Bridgespan works to build a better world by strengthening the
ability of nonprofit organizations to achieve breakthrough results in
addressing society‘s most important challenges and opportunities.

Type of organization Nonprofit 501(c)(3) organization, Consultant


Year of origin 2000

Headquarters location Boston, Massachusetts


Offices in New York and San Francisco.
Senior leadership Thomas J. Tierney, Chairman and Co-founder
Jeffrey L. Bradach, Managing Partner and Co-founder
Board of Trustees and Advisory Board
Note: Bridgespan was founded under auspices of Bain &
Company, Inc.
Number of employees 175
Target audience Nonprofits and foundations; philanthropists, in-sector professionals,
and business executives interested in moving to mission-centric
roles.

SERVICES
Services and programs Consulting
Work centers around framing key questions, bringing data and
analysis to bear on those questions, facilitating values-based
discussion about important strategic and organizational
choices, and laying out an implementation plan that
encompasses the economic and organizational implications of
the plan. Focus on working with organizations addressing
issues of disadvantaged populations, environmental
degradation, and civic engagement; also, foundations.
Knowledge initiatives
Learning and sharing what works, prompting new thinking
about and tools for strategy and management, distributing
insights via media, website, publications, working sessions,
speaking engagements, symposia, and collaborations.
Other services Bridgestar
Seeks to help nonprofits attract, connect, and develop strong
leadership teams to strengthen overall performance of the
sector. Services include job board; talent-matching advisory
and search; ability to learn about board service and create or
connect to openings; robust knowledge base, including
Leadership Matters newsletter; role/function-based portals;
opportunities to share ideas and insights with peers; learning
events.
Research areas Case studies, articles and papers in leading publications, and
newsletters relating to issues of nonprofit strategy, capital, and

PAGE 12 : Corporate Philanthropy Resource Guide


talent.
Differentiating features of Access to leading-edge management thinking and tools from Bain
organization & Company; ―bridger‖ (moving from private to public sector) focus
of Bridgestar offers hiring organizations access to new pools of
talent from which to recruit leaders.
Recent news / New York office opened June 2007.
developments

CONTACT
Point of contact Jeffrey L. Bradach, Managing Partner and Co-founder
617 572-2833
Jeff.bradach@bridgespan.org

PAGE 13 : Corporate Philanthropy Resource Guide


The Catchpole Corporation
www.catchpole.com

OVERVIEW
Mission The Catchpole Corporation is the global leader in executive and
corporate visibility strategies for companies in all markets. We
provide counsel regarding organizations and forums with which
companies can engage regionally, nationally, and/or worldwide.
Type of organization Public relations consultant
Year of origin 1987
Headquarters location Wellesley, Massachusetts
International scope Catchpole regularly manages client executive visibility programs on
a global scale and researches organizations/events in all
geographic regions worldwide
Senior leadership Terry Catchpole, Chairman and CEO
Amy Scarlino, President and COO
Target audience Companies of all sizes and in all markets

SERVICES
Services and programs Executive Visibility Program:
Designed for companies eager to enhance the stature of
their company and its executives through strategic
organizational affiliations and speaking engagements.
Objective is to elevate company and leadership brands, as
well as to enhance a firm‘s thought leadership as regards
sustainable business practices and its global corporate
social responsibility (CSR) role.
Corporate Visibility Program:
Designed for companies eager to mount an aggressive
speaker program as an extension of their overall marketing
communications initiative. Objective is to implement an all-
inclusive, custom-crafted program that includes event
research and targeting; agenda development tracking; topic
abstract content development; speaker proposal
submission; securing quality engagements; and
engagement logistic tracking.
Other services Speakware Executive Online Research Service
Designed for corporate communications professionals to
use in managing executive visibility speaking programs for
their c-level executives, as well as in identifying non-
government organization partners for sustainability/CSR
initiatives. The service includes in-depth profiles of more
than 400 organizations and forums, from regional entities
such as the Detroit Economic Club to global leadership
programs such as those hosted by the World Economic
Forum.

PAGE 14 : Corporate Philanthropy Resource Guide


Speakware Event Research Service
Designed for companies that want a comprehensive event
research resource as a key component of their corporate
speaker program. The service includes access to top-line
information on approximately 2500 global events in more
than 100 market categories.

Speakware Custom Event Research Service


Designed for companies that want thorough, detailed
information on the most important events that draw their
target audiences. The service includes a custom event
collection that maps directly to a subscriber companies‘
business objectives, prepared on an exclusive basis by
Catchpole event experts.

Speakware Events News Alert


Designed for companies that need continual updates on
events in their key markets. The service includes updates
of critical event deadline information, as well as call for
papers URLs.

Differentiating features of Catchpole is the only global agency that focuses exclusively on
organization executive and corporate visibility speaking programs, counseling
client companies on the most effective strategies as regards
organizational affiliation and speaking forum participation.
Competitive advantages Catchpole understands the dynamics that drive a successful
speaker program and has an outstanding track record of producing
results that advance client companies‘ business objectives.
Catchpole has developed superb working relationships with
conference managers, based upon our understanding of the unique
makeup of each conference and what is needed to add value to the
agenda development process in terms of quality speakers and
topics. Through its grasp of the essentials in a successful corporate
speaker program and a successful conference agenda, Catchpole
is able to leverage clients‘ thought leadership resources and deliver
quality speakers and compelling topics to conference mangers,
adding value to their agenda and establishing a mutually beneficial
partnership with positive outcomes for all parties.

CONTACT
Point of contact Terry Catchpole
terry@catchpole.com
781.489.6114

PAGE 15 : Corporate Philanthropy Resource Guide


Cause Consulting
www.causeconsulting.com

OVERVIEW
Mission Cause Consulting integrates corporate citizenship, philanthropy,
marketing, and business disciplines to help companies meet a
range of business and social objectives. We work with Fortune 500
companies to help them simultaneously strengthen business and
impact society.
Type of organization Business and Corporate Citizenship Strategy Firm
Year of origin 2005

Headquarters location Boston


International scope We design and execute programs for our US-based international
clients in Europe, Asia and Latin America..
Senior leadership Mark Feldman, Principal and Managing Director
Nikki Korn, Principal
Number of employees Five senior full-time employees supported by a network of
specialists

SERVICES
Services and programs Corporate Citizenship/Strategic Philanthropy Strategy
We guide clients on their citizenship journeys and provide counsel
on a range of issues including philanthropy, environmental
sustainability, employee practices, supply chain, and governance.

Signature Program Development and Enhancement


We create citizenship, strategic philanthropy, community relations,
employee volunteerism, cause-related marketing, and sponsorship
programs. We develop proprietary, branded initiatives and identify
ownable issues and partnerships.

Positioning, Branding, and Marketing/Communications


We brand, package, and communicate citizenship programs in
compelling ways. We develop and implement integrated marketing
and communications plans for internal and external audiences.

Stakeholder Engagement
We use the power of citizenship programs to strengthen
relationships with key stakeholders. We map and prioritize
audiences, facilitate communications, forge alliances, create
volunteer initiatives, and track results.
Differentiating features of Cause Consulting is a team of seasoned, senior professionals.
organization We are driven by our values: curious, courageous and caring.
We bring social innovation to program development and
execution enabling clients to scale for real and lasting impact.
We partner with our clients to create and grow acclaimed

PAGE 16 : Corporate Philanthropy Resource Guide


programs such as:
o Adobe Youth Voices
o AMD Changing the Game
o ARAMARK Building Community
o Fidelity Future Stage
o Samuel Adams Brewing the American Dream
Recent news / developments Cause Consulting ranks #3 among corporate responsibility firms
by Corporate Responsibility magazine
http://www.thecro.com/files/CRTOP10.pdf.
Our client, the Boston Beer Company, won the 2010 CECP
Excellence Award in Corporate Philanthropy for its Samuel
Adams Brewing the American Dream program.

CONTACT
Point of contact Mark Feldman
268 Newbury Street
Boston, MA 02116
mfeldman@causeconsulting.com
Tel.: 617.266.0700

PAGE 17 : Corporate Philanthropy Resource Guide


The Center for Effective
Philanthropy (CEP)
www.effectivephilanthropy.org

OVERVIEW
Mission The mission of the Center for Effective Philanthropy (CEP) is to
provide data and create insight so philanthropic funders can better
define, assess, and improve their effectiveness and impact
Type of organization Nonprofit research and educational organization
Year of origin 2001

Headquarters location Cambridge, Massachusetts

Senior leadership Phil Buchanan, President


Stephen Heintz, Chair of Board
Number of employees 30 on staff
Target audience Foundation CEOs, trustees, senior executives, and program staff
Size of membership / network CEP focuses on the largest private, community, and corporate
foundations in the US and abroad. To date, more than 200
foundations have used CEP‘s assessment tools.
Membership fee, if applicable None; CEP is funded through mix of foundation grant funding and
earned revenue from assessment tools and programming.

SERVICES
Services and programs CEP offers research, assessment tools, and programming to
improve foundation effectiveness. CEP‘s research and
programming focuses on funder-grantee relationships, developing
strategy, assessing performance, optimizing governance, and
managing operations. Assessment tools include:
®
1. The Grantee Perception Report (GPR)
Provides comparative data on grantee perceptions of foundation
performance on a variety of dimensions
2. The Applicant Perception Report
Companion to the GPR, which provides comparative data from
surveys of declined applicants
3. The Comparative Board Report (CBR)
The only board self-assessment tool that includes comparative data
gathered through large-scale research on foundation boards
4. The Staff Perception Report (SPR)
Explores foundation staff members‘ perceptions of foundation
effectiveness and hob satisfaction on a comparative basis
5. The Donor Perception Report (DPR)
Explores, on a comparative basis, donors‘ perceptions of the
community foundations to which they contribute
6. The Stakeholder Perception Report (STAR)
Generates insights about foundation performance based on the
perceptions of stakeholders a foundation may seek to influence as
part of its strategy—including peer foundations, elected officials, and
the media

PAGE 18 : Corporate Philanthropy Resource Guide


7. Beneficiary Perception Report (BPR)
Provides feedback and insights from a funder‘s ultimate
beneficiaries—the people whose lives it seeks to affect
8. The Operational Benchmarking Report (OBR)
Provides comparative data, relative to a selected group of
foundations, on aspects of foundation operations
9. The Multidimensional Assessment Process
Provides foundations with an integrated assessment of performance
based on comparative data from a variety of sources, including
grantees, declined applicants, foundation staff, and foundation board
members
Other services Case studies and research issue papers; Bi-annual national
conferences and regional seminars, webinars; Online Strategy Self-
Assessment
Research areas Initiatives related to foundation effectiveness, including funder-
grantee relationships, developing strategy, assessing performance,
optimizing governance, and managing operations.
Differentiating features of CEP is the only organization developing comparative data to
organization enable higher-performing foundations.
Competitive advantages CEP‘s large-scale, comparative data sets on various aspects of
foundation performance inform research and assessment tools that
help foundations to increase their effectiveness.

CONTACT
Point of contact Alyse d‘Amico; alysed@effectivephilanthropy.org
Vice President, Programming, Communications and Development
617-492-0800, ext. 206

PAGE 19 : Corporate Philanthropy Resource Guide


Ceres
www.ceres.org

OVERVIEW
Mission Integrating sustainability into capital markets for the health of the
planet and its people.
Type of organization 501 (c) (3) Non-Profit organization focused on tackling large scale
sustainability challenges with a disposition towards environmentally
focused issues
Year of origin 1989
Headquarters location Boston, Massachusetts

International scope Collaboration with the European based Institutional Investors


Group on Climate Change (IIGCC) to organize the bi-annual
Investor Summit on Climate Risk
Senior leadership President: Mindy S. Lubber JD, MBA
Director of Electric Power Programs: Dan Bakal
Senior Director of Corporate Programs: Andrea Moffat
Co-Director of Policy Program: Chris Fox
Director of Investor Programs: Christopher P. Davis
Co-Director of Policy Program: Anne Kelly
Director of Oil & Insurance Programs: Andrew Logan
Board Member: Jack Ehnes, CEO CalSTRS
Board Member: Anne Stausboll, CEO CalPERS
Number of employees 50
Target audience Environmentalists, investors, policy makers, corporate leaders,
shareholders, employees, consumers and sustainability advocates
Size of membership / network Ceres is Compromised of 3 Core Networks:
The Investor Network on Climate Risk (INCR) which is
comprised of asset managers and investors whose assets
combine to nearly $10 trillion dollars
The Ceres Coalition which includes 70 NGOs and 80
institutional investors
The Ceres Company Network which is comprised of 80
corporations, 30 of whom are in the Fortune 500

SERVICES
Services and programs The Ceres Coalition promotes sustainability by influencing
companies and the capital markets to incorporate
environmental and social challenges into their decision-making
by bridging the voice of stakeholders to corporate leaders
Ceres companies are able to achieve competitive advantages
by integrating environmental and social performance into their
business strategies. They understand that environmental and
social issues pose potential risks for their businesses and are
committed to addressing them.
The Ceres Industry sector brings investors and environmental
experts together to work with companies and industries on
solutions to a range of environmental problems. Ceres is

PAGE 20 : Corporate Philanthropy Resource Guide


coordinating dialogues on climate change in the electric power
sector, working with oil companies to protect biodiversity and
address climate change, supporting regional efforts to address
climate change in the Northeast U.S. and Canada, and working
with the insurance sector to adequately assess environmental
risks.
Other services Business for Innovative Climate & Energy Policy (BICEP)
Investor Network on Climate Risk (INCR)
Research areas Energy use
Water scarcity
Natural resource use
Global Climate change
Corporate and market risk exposure
Differentiating features of The Ceres coalition of investors, environmentalists, and other
organization public interest groups is the largest of its kind in North America.
The coalition promotes sustainability by influencing companies
and capital markets to incorporate environmental and social
challenges into their decision-making. By leveraging the
collective power of investors and other key stakeholders, Ceres
has achieved dramatic results
Recipient of numerous awards including the 2006 Skoll Award
for Social Entrepreneurship and the Fast Company/Monitor
Group Social Capitalist award, and was named one of the 100
most influential players in the corporate governance movement
by Directorship Magazine.
Launched the Global Reporting Initiative (GRI), now the de-facto
international standard used by over 1,300 companies for
corporate reporting on environmental, social and economic
performance
Co-host of the bi-annual Investor Summit on Climate Risk that
brings together hundreds of investors and corporate leaders
from around the world with over $22 trillion in combined assets.
Participants discuss with leading policymakers, investors, and
business leaders on how to manage the risks and seize the
economic opportunities presented by climate change
st
Recent news / developments Publication of the 21 Century Electric Utility report which
st
identifies key elements of a 21 century electric utility business
model and makes specific recommendations to utilities as they
transition to a low-carbon future
st
Publication of the 21 Century Corporation report that serves
as a vision and practical guide for integrating sustainability into
the DNA of business. The report analyzes the drivers, risks
and opportunities involved in making the shift to sustainability,
and details strategies and results from companies who are
taking on these challenges
Publication of the Oil Sands Report which examines the
environmental and social risks associated with development of
the Canadian Oil Sands

CONTACT
Point of contact Jessica Halverson, Senior Manager, Development
halverson@ceres.org

PAGE 21 : Corporate Philanthropy Resource Guide


Changing Our World, Inc.
www.changingourworld.com

OVERVIEW
Mission Changing Our World is a trusted philanthropy and fundraising
consulting firm that provides expertise and individualized solutions,
helping nonprofits create strong relationships with donors and
enabling grantmakers and corporations to invest their resources
wisely.
Type of organization Consultancy
Year of origin 1999
Headquarters location New York, NY
Regional offices: Atlanta, Boston, Dallas, Los Angeles, Sarasota
and D.C.
International scope Office in London, UK

Senior leadership Mike Hoffman, Chairman & CEO


Chris Watson, President
Number of employees 100+

Target audience Corporations, nonprofits, foundations, and philanthropists

SERVICES
Services and programs We are comprised of three areas of practice:

Corporate Social Engagement


Help corporate clients plan and implement focused and
strategic community involvement programs designed to create
sustainable impacts no matter what the social cause area – we
are experts in translating business strategy into social change.
Fundraising
Offer full-service fundraising consulting to nonprofit
organizations, specializing in capital campaigns, feasibility
studies, strategic planning and other major gift efforts.
Interactive Services
Create and execute successful online strategies that raise
money and build communities by integrating social media,
digital storytelling, email marketing, and website development
for nonprofit organizations.

Other services Corporate Social Engagement services include strategic planning,


program design & implementation, employee engagement &
volunteerism, cause-related marketing, nonprofit partnership
development, measurement and grants management.
Research areas Benchmarking and best practices; data analysis for all economic
and social sectors and philanthropy types; in-depth economic,
social, and philanthropic trend forecasting and analysis generated
in renowned research department led by Dr. Susan Raymond

PAGE 22 : Corporate Philanthropy Resource Guide


Differentiating features of In providing consulting services both to nonprofits and to
organization philanthropies, Changing Our World brings an unparalleled
perspective of the sector to each of our client engagements – a
perspective that enables the firm to offer organizations of all sizes
the strategy and expertise they need to succeed.
Competitive advantages Changing Our World consultants keenly understand both planning
and implementation. Members of the Corporate Social
Engagement group are skilled at creating practical plans, crafting
tactics for implementation, and serving as partners in that
implementation.

Additionally, as a member of Omnicom Group [NYSE: OMC], the


world's largest and most diversified communications company,
Changing Our World can access communications, public relations,
and branding expertise to assist its clients in taking their fundraising
and philanthropic initiatives successfully into broader public realms.

CONTACT
Point of contact Cori Cunningham, Senior Managing Director
646.264.2666, ccunningham@changingourworld.com
nd th
220 East 42 Street, 5 Floor
New York, NY 10017

PAGE 23 : Corporate Philanthropy Resource Guide


CAFAmerica
www.cafamerica.org

OVERVIEW
Mission Charities Aid Foundation America (CAFAmerica) works to change
the culture of giving by making it safe, easy and effective for
everyone to give globally. Our mission is to help US donors make
strategic and focused philanthropic decisions which have a lasting
impact on the needs of the global communities they support.

CAFAmerica‘s solutions eliminate barriers to global giving and


facilitate tax effective, cross-border gifts. Through safe and secure
international grant making and expert advice and analysis about
foreign nonprofits and societal issues, we are your first choice for
international giving.
Type of organization Facilitate and support US donations to international charities;
CAFAmerica is a US 501(c)3 nonprofit
Year of origin 1992

Headquarters location Alexandria, VA


International scope Foreign nonprofit organizations representing any issue located
anywhere in the world that CAFAmerica is legally able to make
grants. Since 2001, CAFAmerica has granted over $150 million in
over 75 countries.

CAFAmerica is a member of the CAF International Network, which


spans six continents, with partner offices in the United Kingdom,
Australia, Bulgaria, India, Russia, South Africa, and Brazil.
Senior leadership Susan Saxon-Harrold, CEO
Janet C. Boyd, Board President
Number of employees 10 at CAFAmerica; over 500 in CAF International Network
Target audience US-based donors (corporations, foundations, individuals and
families) interested in making tax efficient donations to foreign
nonprofits – including due diligence and grantmaking.

SERVICES
Services and programs We enable Americans to give safely, knowledgeably and securely
overseas through a variety of solutions, and offer international grant
making and advisory services:
Donor Advised Fund (DAF) -- A convenient and simple way to tax
effectively support and manage global philanthropic initiatives and
programs. The DAF is designed to support ongoing, high volume
philanthropic programs which require fund management services.
Matching Donor Advised Fund (MDAF) -- Designed to support
corporate international programs. The MDAF provides the flexibility
to manage an international matched giving program of any type or
size. It simultaneously ensures that employees are empowered to

PAGE 24 : Corporate Philanthropy Resource Guide


invest in the philanthropic causes closest to them with the
confidence of full support from their employer, and strengthens a
company‘s image. By establishing a MDAF at CAFAmerica,
corporations can tax effectively support the international
philanthropic goals of their employees, matching employee
contributions and/or volunteer time.
Single Donor Advised Gift (DAG) -- Single gifts allow donors to
make a smaller number of grants, on a schedule or as desired, and
are a great resource for companies to support a variety of causes.
Donors can make tax effective single contributions to CAFAmerica
and recommend that grants be made to foreign nonprofits.
CAFAmerica can also recommend a nonprofit that fits a donor‘s
interests and philanthropic goals.
Research and Advisory Services -- CAFAmerica provides expert
advice and analysis about foreign nonprofits, societal/regional
issues, and global giving strategies. From examining the feasibility
of a giving strategy in a particular region to identifying potential
nonprofit recipients, from coordinating global cross-border giving to
managing programs on the ground, research and advisory services
are the first step to an effective and comprehensive global
philanthropic program.
‘Friends of’ Charity Fund -- With this Fund, foreign nonprofits can
launch and maintain a US fundraising appeal and accept tax
deductible donations of any size from any US donors. Establishing a
‗Friends of‘ Charity Fund on behalf of a foreign nonprofit is a great
way to put them on the right path to a sustainable, long-term US
fundraising program.
Research areas Global philanthropic issues, legal and tax infrastructure related to
international philanthropy
Differentiating features of CAFAmerica‘s global giving solutions complement a corporation‘s
organization domestic charitable giving by providing the international component
to its grantmaking:
Solutions for global growth -- CAFAmerica‘s solutions are
particularly suited to US corporations with growing overseas
presence that require an international giving or employee
matching strategy.
Relieves administrative burden -- Our staff carries out the
foreign nonprofit due diligence, processing, reconciliation and
distribution of donations, as well as provides monthly status
reports.
Secure grant making -- CAFAmerica‘s due diligence and
general review process ensures the highest level of safety and
―risk-based‖ grant making.
Flexible grant making -- Contributions can be made to any
charitable organization working on any issue in the world where
it is legally feasible under US laws and regulations. The
CAFAmerica DAF & MDAF allow for contributions of any size at
any time, making contributing convenient for corporations and
their employees.
Convenient and seamless service -- We help corporations
achieve their vision with a suite of global giving solutions

PAGE 25 : Corporate Philanthropy Resource Guide


designed to meet their needs at competitive prices.
Responsible, knowledgeable and responsive staff -- Our
staff responds quickly and draws on many years of collective
experience to fulfill grant making needs.
International presence -- Donors receive access to trusted
expertise via the regional CAF offices and a group of
international consultants.
Recent news / developments Website: www.cafamerica.org
CAFAmerica issue briefs now available on our website under
―Resources-Publications‖ (ex: HIV/AIDS, Empowering Women)

CONTACT
Point of contact Denise Simpson, Director of Donor Advised Giving
denise@cafamerica.org p. 703-549-8931

PAGE 26 : Corporate Philanthropy Resource Guide


Comunitas
www.comunitas.org.br
www.bisc.org.br

OVERVIEW
Mission Comunitas is a civil society organization which works for the
advancement and strengthening of democracy and civil society in
contemporary Brazil. Developing new dynamics of social
participation, encouraging innovative projects and putting them in
practice with the help of various social agents – such are the
scopes of Comunitas, which also provides advice for companies
and civil institutions.
Type of organization Not for Profit

Year of origin 1995


Headquarters location São Paulo – Brazil

International scope Partner of CECP

Senior leadership Renata de Camargo Nascimento

Number of employees 4

Size of membership / network 21 of the largest Brazilian enterprises

Membership fee, if applicable

SERVICES
Services and programs The BISC (Corporate Social Investment Benchmark) is the main
project developed by the organization, which is released annually.
Comunitas also promotes an annual meeting with the partner
CEOs.
Other services Strengthen the Social Responsibility dialogue among the most
relevant leaders in Brazil, thought the establishment of Best
Practices and Advocacy Committees.
Research areas Corporate Social Responsibility
Differentiating features of The intersectoral approach
organization

Competitive advantages

Recent news / developments


Other information

CONTACT
Point of contact Helena Hypólito (helena@comunitas.org.br)

PAGE 27 : Corporate Philanthropy Resource Guide


Cone
www.coneinc.com

OVERVIEW
Mission Cone is an award-winning strategy and communications agency.
Our goal is to develop innovative programs that respond to the
needs and passions of consumers. We help build and
communicate authentic, credible and relevant brands to engage
stakeholders, build awareness, enhance reputation and drive
customer loyalty and trust.
Type of organization Strategy and communications agency

Year of origin 1980


Headquarters location Boston, Massachusetts

Senior leadership Jens Bang, Chief Executive Officer


Bill Fleishman, President
Number of employees 95 employees
Target audience Fortune 500 corporations and national nonprofits
Size of membership / network Member of the Omnicom Group

SERVICES
Services and programs Cause Branding
Strategic philanthropy, cause branding and promotions,
employee volunteerism, public-private partnerships
Corporate Responsibility
CR strategy, stakeholder engagement, CR communications,
CR reporting
Nonprofit Marketing
Brand strategy and positioning, partnership assessment,
fundraising and awareness campaigns, organizational
development
Brand Marketing
New product launches, product revitalizations, special events,
influencer outreach, new media
Crisis Prevention & Management
Risk assessment, risk management, issue research,
monitoring and analysis, crisis preparedness plans, drills and
trainings
Other services Media Services
Messaging, media trainings and strategic media relations
New Media
New media strategies and programs
Creative
Brand identity, collateral, web design, packaging, logos, video
Research areas Tracking industry trends and ongoing research on consumer,

PAGE 28 : Corporate Philanthropy Resource Guide


employee and corporate attitudes towards companies' and
nonprofits‘ involvement with social and environmental issues;
nonprofit branding; new media trends
Differentiating features of Unique combination of five core competencies that help
organization organizations create stakeholder loyalty and long-term relationships
Competitive advantages Cone is a mid-sized agency with a blue-chip roster. Clients receive
the intimacy of a mid-sized agency, which means ongoing, frequent
access to senior staff, while enjoying the bench strength of the
largest agencies, which means access to seasoned practitioners
with decades of experience in varied industries on both the agency
and client side.
Recent news / developments Cone released its 2010 Shared Responsibility Study and POV
which highlights the intersection of Cause Branding and Corporate
Responsibility as the future of responsible business.

Cone formally launched its Nonprofit Marketing discipline with


services designed to help nonprofits strengthen their brands and
drive awareness and funds.

CONTACT
Point of contact Jens Bang
CEO
617-939-8324
jbang@coneinc.com

PAGE 29 : Corporate Philanthropy Resource Guide


E-Philanthropy Solutions Inc. EPS
www.ephilanthropy-solutions.com

OVERVIEW
Mission E-Philanthropy Solutions Inc. conducts design and implementation
of strategic technology and business processes, enabling
grantmakers to maximize time available for their core mission:
strategic philanthropy
Type of organization Consulting Firm
Year of origin 2001

Headquarters location Ossining, NY


International scope Yes

Senior leadership Kieran Murray


President
Number of employees 3
Target audience Large Corporations and Private Foundations

SERVICES
Services and programs Strategic Technology:
Project Management
Technology Assessments
Requirements Development
Business Case Development
Data Modeling
Data Conversion
Database Design
System Design
Systems Integration
Implementation Assistance
Web Design
Business Process:
Business Process Design
Process Re-Engineering
Needs Assessments
Requirements Development
Organizational Design
Communication Strategies
Audit and Tax Compliance
Outsourcing
Training
Other services Program Strategy Development

PAGE 30 : Corporate Philanthropy Resource Guide


Research areas Web 2.0, Grants Management Process Engineering
Differentiating features of 21 years of extensive technology and business process design and
organization development experience, and 13 years of Foundation and Corporate
Philanthropy management experience.
Recent news / developments E-Philanthropy Solutions is the only technology consulting firm in the
philanthropic space to have implemented and\or evaluated all of the
major grants, volunteerism and scholarship management
software\solutions providers offerings in the past 2 years for actual
clients. E-Philanthropy Solutions is and has always been committed
to providing fair and non bias counsel to its clients.

CONTACT
Point of contact Kieran Murray – President
(914) 945-0200
kmurray@ephilanthropy-solutions.com

PAGE 31 : Corporate Philanthropy Resource Guide


Entrepreneurs Foundation
www.efnational.org

OVERVIEW
Mission To engage companies in corporate citizenship and philanthropic
efforts so that new and leveraged resources are generated for
community benefit.
Type of organization Non profit consultancy
Year of origin 1998

Headquarters location Silicon Valley


International scope US, Israel, Canada

Senior leadership Diane Solinger, Executive Director


Number of employees 15+
Target audience Companies of all sizes, Corporate citizenship professionals
Size of membership / network 550 companies, 350 venture capitalists
Membership fee, if applicable Fee for service or equity based

SERVICES
Services and programs Entrepreneurs Foundation (EF) is a nonprofit consulting firm
providing strategic advisory services, tactical support and
outsourced staffing for the creation, implementation or enhancement
of corporate citizenship programs. Over 880 companies have
engaged with EF in the creation and development of their citizenship
programs.

EF is available for a variety of services including:

Develop, create and enhance corporate strategy and mission for


philanthropy, citizenship and community involvement programs.

Develop corporate infrastructure, policies, framework and


procedures to support overall programs.

Provide benchmarking and trends along with studies and best


practices on citizenship and CSR

Create guidelines and focus areas for corporate and employee


giving programs

Offer expertise, secure and coordinate employee volunteer


programs, skilled volunteering programs, including non-profit board
matching programs

Offer and implement framework for in-kind and product donation


program development

PAGE 32 : Corporate Philanthropy Resource Guide


Develop marketing programs for internal and external audiences
that tie back to corporate strategy and greater marketing
Other services Companies can utilize EF to fully outsource all corporate
philanthropic and community involvement programs from project
based work to staffing for companies of any size.
Research areas Corporate Citizenship Trends
Differentiating features of EF works with companies of all sizes to provide strategic and tactical
organization support as they develop, enhance and/or create their citizenship efforts.
Being engaged with EF provides companies access to a network of
corporate citizenship professionals, numerous learning opportunities while
also helping companies to navigate the overall citizenship landscape
Competitive advantages As EF has worked with companies at all stages of development we are able
to create a customized offering that fits the culture of each company.
Furthermore, we have the resources available to help companies implement
these programs on both a tactical and strategic level.

CONTACT
Point of contact Dipti Pratt, Marketing Director 650-575-2202 dpratt@efbayarea.org

PAGE 33 : Corporate Philanthropy Resource Guide


Fleishman-Hillard
www.fleishman.com

OVERVIEW
Mission Fleishman-Hillard delivers successful communications campaigns
that deliver on performance impact and results.

Type of organization Public Relations, Public Affairs and Marketing Communications


company
Year of origin 1946
Headquarters location St. Louis, Missouri

International scope 80 owned offices globally

Senior leadership John D. Graham, Chairman


David T. Senay, President and CEO
Note: Fleishman-Hillard is a wholly owned subsidiary of Omnicom
Group, Inc.

SERVICES
Services and programs PR, Public Affairs and Marketing Communications services in
broad range of 24 Practice Groups and 14 Specialty Areas.

Services include:
Media relations
Messaging
Reputation management
Executive positioning
Thought leadership
Digital and social media
Media training
Program development in areas including:
o Corporate philanthropy and foundation support
o Cause marketing
o Community engagement
o Sustainability
Other services Signature Philanthropy Program Development
Build reputation by creating a program that connects
philanthropy, cause and/or community-based efforts into a
comprehensive approach
Program components include:
o Developing focus for giving activities
o Integrating internal and external outreach initiatives
o Leveraging philanthropy to build positive corporate
reputation
o Reaching and leveraging stakeholders
o Highlighting thought leadership

Board Mapping
Assessment tool identifies existing and potential strategic

PAGE 34 : Corporate Philanthropy Resource Guide


relationships with key influencers via not-for-profit and
community boards
Evaluation includes:
o Analysis of current position
o Evaluation of opportunity areas
o Assessment of employees‘ understanding of
bottom line and willingness to participate in
initiatives
o Identification of key issues and top interests
o Aligning involvement with strategic targets

Community Engagement Model


Leverage community outreach activities to help build
positive brand reputation
Step-by-step process includes:
o Aligning all corporate citizenship activities with
business priorities
o Showcasing community leadership
o Prioritizing civic involvement
o Strengthening ties with key influencers
o Increasing executive visibility
o Conducting proactive media outreach

Charity Mapping
A research-based, integrated approach to identifying and
maximizing a strategic charity partnership
Process includes:
o Articulating the mission
o Identifying objectives
o Outlining screening criteria
o Determining categories
o Conducting research

Innovation Sessions
Ideation tool brought to you by FH Innovation, a practice
group made up of more than 100 professionals worldwide
Sessions are based on your needs and can help you:
 Identify your brand‘s foundation and develop
messaging and proof points
 Develop a unique selling proposition
 Create hundreds of relevant and actionable ideas
 Learn to identify and manage ―unsolvable‖
business challenges
 Mapping programs against internal and external
stakeholders
Differentiating Features Commitment to client service
Measuring impact on business goals
Delivering results
Global reach and coordination
Ability to leverage and integrate new technologies
Competitive Advantages Practice Group Approach
Communications teams are selected from more than 30
different practice groups across all geographic regions
Matches each professional‘s strengths against your needs

PAGE 35 : Corporate Philanthropy Resource Guide


Gives you access to the counsel of the most experienced
practitioners in various industries, disciplines, and target
audiences
Sampling of practice groups includes:
o Reputation management
o Social impact marketing
o Sustainability
o Digital
o Global aid
o Internal communications
o Innovation

Global Reach and Coordination


Network of more than 80 offices worldwide,
Conducts business in more than 20 languages in 28
countries
Member of Omnicom‘s family of more than 200 companies,
which allows us to collaborate with advertising and
specialty companies to solve client issues

FH International Advisory Board


Brings together an array of distinguished thought leaders
from the private and public sectors
Advisers offer strategic counsel internally and externally,
and can be asked to:
o Author op-ed pieces
o Serve as guest speakers at events
o Participate in planning meetings — in person, via
video, or through calls to decision makers
Research areas Competitive analysis and scoring
Comprehensive evaluation and measurement
Online access to articles, podcasts, case studies, blogs

CONTACT
Point of contact Lisa Claybon
312-751-3516
lisa.claybon@fleishman.com

Marjorie Benzkofer
312-751-3513
Marjorie.benzkofer@fleishman.com

PAGE 36 : Corporate Philanthropy Resource Guide


The Foundation Center
www.foundationcenter.org

OVERVIEW
Mission The mission of the Foundation Center is to strengthen the nonprofit
sector by advancing knowledge about U.S. philanthropy.
Type of Organization Nonprofit philanthropy services consultancy

Year of origin 1956


Headquarters location New York, NY
Field offices in Atlanta, Cleveland, Washington DC, San Francisco
Senior leadership Brad Smith, President
M. Christine DeVita, Chairman of the Board
Number of employees 131
Target audience Foundations, Nonprofit grantseekers
Also serves researchers, policymakers, media, and the general
public
Size of membership / network Approximately 550 foundations and corporations provide support.

SERVICES
Services and programs Foundation Directory Online
Electronic database with information on nearly 100,000
currently active grantmakers and over 2 million grants
Publisher
Annually publishes dozens of directories, guides, research
reports, and books on nonprofit management
Library/Learning Centers
Free access to print and electronic publications in 5
professionally-staffed Center locations rand in 450 funding
information centers known as Cooperating Collections across
the U.S. and internationally; Knowledgeable staff
Training & Education
Full curriculum of free and affordable classes—classroom and
online—cover the funding research process, proposal writing,
grantmakers and their giving, and related topics.
Research
Original research on foundations and their giving. FC Stats
has thousands of data tables covering foundations and their
giving
Philanthropy News Digest
Online daily news service, with RFPs, jobs, book reviews, and
interviews with leaders in the field.
Philanthropy In/Sight: Google Maps-based application combines
Center data with an array of socio-economic indicators helps
grantmakers plan the future direction of their programs

PAGE 37 : Corporate Philanthropy Resource Guide


PubHub
Searchable online collection of thousands of reports published
by foundations and nonprofit organizations
Glasspockets.org
Web portal highlighting foundation transparency practices
Research areas Funding trends reports provide the latest data available on every
aspect of U.S. foundation philanthropy; special topic reports
around specific areas of foundation funding and practice
Differentiating features of Over 50 years of service
organization ―Most comprehensive database of U.S. grantmakers and their
grants‖
Recent news / developments Current President joined the Center in 2008
Priorities
• Assume a leadership position on issues of transparency and
accountability in the use of private wealth for public good.
(glasspockets.org)
• Produce knowledge about the ―what‖ of philanthropy in terms of
its impact on the most critical issues facing society
(foundationcenter.org/gainknowledge/research/
specialtrends.html)
• Provide a more global view of philanthropy.
(philanthropyinsight.org)
• Provide affinity groups, regional associations of grantmakers,
and donor collaboratives with the data infrastructure and
services they need to be more strategic and increase their
impact. (foundationcenter.org/educationexcellence/)
• ―Level the playing field‖ by ensuring that under-resourced
nonprofits are getting the training and information they need to
access foundation grants. (foundationcenter.org/collections/)
• Marshal the Foundation Center‘s diverse resources to help
nonprofits and foundations respond to the global economic
crisis. (foundationcenter.org/focus/economy/)

CONTACT
Point of contact Cheryl Loe, Communications Project Manager
(212) 620-4230
communications@foundationcenter.org

PAGE 38 : Corporate Philanthropy Resource Guide


FSG Social Impact Advisors
www.fsg-impact.org

OVERVIEW
Mission FSG is a nonprofit consulting firm specializing in research, strategy
and evaluation. We help corporation, foundations and nonprofits--
individually and collectively--achieve greater social impact by
working with them to develop more effective solutions to major
social and environmental challenges.
Type of organization 501(c)(3) nonprofit organization

Year of origin 1999


Headquarters location Boston
Offices in Geneva (Switzerland), San Francisco, Seattle,
Washington DC
International scope FSG works globally with clients across the Americas, Europe and
Asia
Senior leadership Mark Kramer, Founder & Managing Director
Michael Porter, Founder & Senior Advisor
Number of employees 70
Target audience Corporations, Foundations, Nonprofits, Governmental
Organizations
Size of membership / network FSG has completed nearly 400 consulting engagements since
inception and attracts over 40,000 unique website visitors annually.

SERVICES
Services and programs Discovering better ways to solve social problems by providing
consulting services in Strategy, Evaluation, and Organizational
change. FSG's Services include:

-Strategy Consulting
-Implementation
-Research
-Evaluation
-Organizational Change
-Coalition-Building
Research areas FSG's areas of expertise include:

-Corporations and Society/CSR


-Community Philanthropy
-Education & Youth
-Environment
-Evaluation
-Global Development

PAGE 39 : Corporate Philanthropy Resource Guide


-Global Health
-Social Investing
Differentiating features of Dedication to creating shared value for corporations and society
organization built on the work of co-founders Mark Kramer and Michael Porter of
Harvard Business School. Seminal publications in Harvard
Business Review, Stanford Social Innovation Review, and frequent
cites in mainstream, academic and online media. Representative
clients include the Bill & Melinda Gates Foundation, GE, Merck,
Nestle, Pfizer, Shell, Target and UBS.
Competitive advantages FSG's team of consultants combines world class expertise in
corporate strategy development with deep knowledge and on-the-
ground experience in social issues.
Recent news / developments Opened office in Washington DC. Cosponsoring conferences with
Stanford University on cross-sector collaboration and with Harvard
University on agricultural development. Publications on Catalytic
Philanthropy and Collective Impact.
www.fsg-impact.org

CONTACT
Point of contact Eastern US:
John Kania 617-357-4000 x111, john.kania@fsg-impact.org
20 Park Plaza Suite 320, Boston, MA 02116

Western US:
Fay Hanleybrown 206-624-6745, fay.hanleybrown@fsg-impact.org
216 First Avenue South, Suite 460 Seattle, WA 98104

Europe:
Marc Pfitzer +41-22-718-0300, Marc.Pfitzer@fsg-impact.org
Rue de Chantepoulet 25
CH-1201 Geneva

PAGE 40 : Corporate Philanthropy Resource Guide


Global Business Network (GBN)
A member of the Monitor Group
www.gbn.com

OVERVIEW
Mission As the world's foremost scenario consultancy, Global Business
Network (GBN), a member of Monitor, has collaborated with hundreds
of the world's leading corporate, nonprofit, and governmental
organizations to explore emerging uncertainties, understand rising risks
and opportunities, innovate and develop robust, adaptive strategies for
the future.
Type of organization Scenario and strategy consultancy

Year of origin 1987

Headquarters location San Francisco, CA

Senior leadership Andrew Blau and Nick Turner, co-presidents


Note: GBN became a member of the Monitor Group in 2000

Number of employees 25
Target audience Organizations striving to master and manage uncertainty and shape the
future: Global corporations across sectors; local, state, national,
international government entities; non-profit and membership
organizations; foundations and philanthropic organizations
Size of membership / network Network of more than 200 scenarists and thought leaders

SERVICES
Services and programs Consulting, research, and training services that uniquely apply the
concepts of scenario thinking—long-view, outside-in, multi-
perspective—to critical business challenges in:
Strategy
Innovation
Risk
Visioning and alignment
Organizational and leadership development
Other services Events
Periodic events, informal gatherings, and collaborative learning
experiences that bring together strategists from the corporate, government
and nonprofit sectors with provocative thinkers from a variety of disciplines
to think about emerging issues, trends, risks, and opportunities
Access to GBN Network members
Clients have access to a diverse group of visionary and provocative
thinkers ( "remarkable people") from science and technology, the arts,
business, academia
Research areas Global uncertainties across disciplines; energy, climate change and
green technologies; science and technology; media and

PAGE 41 : Corporate Philanthropy Resource Guide


communications; demographics; organizational development and
leadership; innovation
Differentiating features of World-class reputation and expertise in scenario thinking and planning;
organization complementary tools and methodologies for grappling with uncertainty;
design of powerful, co-creative learning experiences, network of
provocative thought leaders; access to full scope of Monitor Group‘s
advisory, capacity-building, and capital services; thought leaders
include noted authors/founders Peter Schwartz and Stewart Brand, and
former CEO Eamonn Kelly.
Recent news / developments Rockefeller Foundation/GBN Scenarios on the Future of Technology
and Economic Development: Scenarios on the tremendous
opportunities (and challenges) that lie ahead, especially in emerging
countries, as government, philanthropy, and business use technology to
eradicate poverty and increase future options, prosperity and well being
for billions.
http://www.gbn.com/consulting/article_details.php?id=101&breadcrumb
=ideas

The GBN Bulletin—ideas, opinions, and insights on the future. Free


subscription: http://www.gbn.com/ideas/bulletin.php

GBNtweets—follow the remarkable future-oriented ideas and projects


of GBN‘s staff and network at http://twitter.com/gbntweets

GBN Podcasts—visionary thinkers address a wide array of social,


technological, economic, environmental, and political trends and their
implications for business and society at http://www.gbn.com/mp3s/

CONTACT
Point of contact Nancy Murphy (nmurphy@gbn.com)
GBN Global Business Network
a member of the Monitor Group
101 Market Street, Suite 1000
San Francisco, CA 94105
415-932-5400 (phone)
http://www.gbn.com

For general inquiries: info@gbn.com

PAGE 42 : Corporate Philanthropy Resource Guide


Global Philanthropic
www.globalphilanthropic.com

OVERVIEW
Mission Global Philanthropic is a worldwide group of strategic management
professionals providing a diverse range of specialist services to the
philanthropic sector.

Type of organization Consultancy


Year of origin 2002
Headquarters location London

International scope Has conducted the largest international study of global philanthropy
in relation to the Millennium Development Goals. Has senior
consultants and associates in Asia-Pacific, Europe and North
America and also serving clients in Africa. Lead offices are in
London, Hong Kong, Sydney and Brisbane.
Senior leadership President and Group CEO: Ben Morton Wright.

Number of employees 30
Target audience (1) Ambitious organisations looking to increase, internationalize or
initiate transformational fundraising.

SERVICES
Services and programs Through our advisory services, we help non-profit organisations
obtain the resources they need to meet their most ambitious
development goals.

Our Giving and Wealth Strategies Services assist a range of high


net worth individuals to develop focused strategies for giving.
Research areas Global Philanthropic Research (formerly Saints Information) is one
of the top three leading prospect research agencies with full global
reach.
Differentiating features of Global reach, culturally attuned research, advice built on the largest
organization global research data sets.
Recent news / developments Visit our website: www.globalphilanthropic.com

CONTACT
Point of contact clientsupport@globalphilanthropic.com

PAGE 43 : Corporate Philanthropy Resource Guide


LBG Associates
www.lbg-associates.com

OVERVIEW
Mission LBG Associates‘ mission is to help companies develop strategic
corporate citizenship and community involvement programs that
generate positive, measurable benefits for the community, as well
as the corporate bottom-line.
Type of organization Philanthropic consultancy
Year of origin 1993

Headquarters location 245 Long Close Rd., Stamford, CT 06902

International scope N/A


Senior leadership Linda Gornitsky, Ph.D., President and Founder
Laura M. Beaudry, Vice President, Research
Number of employees 2
Target client / customer / Corporations, Foundations, Family foundations
consumer

SERVICES
Services and programs LBG Associates is a woman-owned consulting firm focused on
designing, implementing, and managing strategic corporate
citizenship and community outreach programs and initiatives. We
also conduct landmark benchmarking studies on key topics of
interest relating to corporate citizenship and provide training in this
area for all levels of management.

We provide advice on corporate contributions and foundation


giving, corporate volunteerism and employee giving programs,
strategic communications development, grants management, and
grants/program evaluation. As part of the strategy development
process, we conduct all types of research, including benchmarking
studies, senior management interviews, employee surveys and
focus groups, and community attitude assessments. We also
conduct major benchmarking studies on a variety of topics
including volunteerism, domestic community involvement, global
community involvement, disaster relief, and diversity.
Other services Dr. Gornitsky also provides training on corporate citizenship for
senior executives, foundation board members, contributions
committee members, and community relations staff, both at
headquarters and in the field.
Research areas Corporate citizenship research topics include: national and global
community involvement and contributions, environmentalism,
volunteerism, employee/workplace giving, disaster relief, signature
programs, diversity, and sponsorships.

Specific issue-oriented research areas include (but are not limited

PAGE 44 : Corporate Philanthropy Resource Guide


to): environmental giving and volunteerism, after-school programs,
corporate governance, donor-advised funds, financial education
and economic literacy, mental health and learning disorders, and
nonprofit capacity building.
Key Competitors None
Differentiating features of LBG Associates is unique in that it provides not only
organization consulting services, but also extensive research capabilities,
training workshops, and meeting facilitation. We provide
highly personalized, customized service to clients, driving
social change through:

Advice to help companies develop strategic, innovative


corporate citizenship programs that help communities become
better places to live and work;
Implementation of socially responsible strategies, programs,
policies and procedures, especially for companies with limited time
and/or expertise;
Research on cutting-edge corporate social responsibility issues,
groundbreaking citizenship trends, ―best practices‖ and pressing
social needs and concerns; and
Training that equips community relations practitioners with the
knowledge and skills to become ―strategic thinkers‖ and to grow
and advance in the field of corporate community involvement.
Competitive advantages LBG Associates offers unparalleled competencies in the following:

Strategic Program Development: We develop community


investment strategies for companies that are aligned with business
objectives and meet community needs. We work with clients on all
aspects of their community outreach program, including improving
the grants management process; training senior management and
contributions committees on strategy and the grant review process;
liaising with stakeholders; developing and managing strategic
nonprofit partnerships and signature programs; designing and
facilitating workshops and retreats; and preparing internal and
external communications strategies
Grants Management: We design grant applications, review grant
applications, work with grantees to improve their applications,
develop databases, prepare correspondence, and design RFPs.
Signature Programs: We develop signature programs (high
impact, high visibility programs) for clients to help differentiate them
from the competition in today‘s cluttered marketplace.
Measurement and Evaluation: We conduct all types of research
for clients, including the measurement and evaluation of their
overall community outreach and volunteer programs, as well as
specific national programs. We also teach courses and workshops
on measurement.
Research: LBG Associates has published eight nationally renown
studies on trends and best practices related to philanthropy,
volunteerism, environmental community involvement, diversity, and
disaster relief. We have also undertaken myriad custom-tailored
research projects for clients, involving evaluation and assessments
of various community needs and social issues.
Volunteerism: We are considered to be the top consulting firm in
the country on corporate volunteerism. We have published two

PAGE 45 : Corporate Philanthropy Resource Guide


research reports, devised the first and only standards of excellence
and self- diagnostic tool, taught classes in volunteerism, designed
an advanced course on volunteerism, and developed countless
volunteer programs for companies.
Relationship Building/Liaison: We source nonprofit partners for
clients, including identifying potential partners, working with them to
develop programs and following up to ensure a successful
program.
Governance: With all the attention being paid to governance
issues and the need for transparency, we have developed an
expertise in governance issues, especially for corporate
foundations.
Staff/Board Trainings: We train senior management and
contributions staff on how to evaluate grant proposals, as well as
on strategic philanthropy, volunteerism and measurement.
Recent news / Motivating Volunteers during Tough Times (10/09)
developments http://www.lbg-associates.com/publications/

How Green Is Your Company? New Green Performance Index


Unveiled by LBG Associates (January 2009):
http://world-wire.com/news/0901070001.html

Research Study Reveals "The 76 Trends Driving Community


Involvement" (February 2008):
http://www.csrwire.com/News/14220.html

CONTACT
Point of contact Linda Gornitsky, Ph.D., 203-325-3154; LBGAssoc@gmail.com
Laura Beaudry, 203-750-0500; laura@lbg-associates.com
245 Long Close Rd., Stamford, CT 06902

PAGE 46 : Corporate Philanthropy Resource Guide


Louder Than Words, Inc.
www.louderthanwords.com

OVERVIEW
Mission The mission of Louder Than Words, Inc. is to communicate the
inspirational stories of organizations and individuals to the world.
Type of organization Boutique PR agency

Year of origin 2003


Headquarters location Waltham, Massachusetts

Senior leadership Rich Polt, President

Number of employees 5
Target audience Foundations, nonprofits, and businesses that are philanthropically
minded, community-driven, and socially responsible

SERVICES
Services and programs Single Day Sessions:
Media relations
Messaging development
Consulting & Program Development:
Media relations
Media training
Strategic messaging
Capacity building PR for select grantees
Writing and material development
Other services Press For Action is a program that provides resource strapped
nonprofits with free, short term PR campaigns. The goal of the
program is to help Boston area organizations generate meaningful
press coverage and awareness, while simultaneously enriching the
community with inspirational and thought provoking news content.
Differentiating features of There are a variety of communications consultancies that work
organization within the philanthropic sector, but few are able to provide high-
level consulting and execute these programs on the back end.
Louder Than Words achieves both, successfully developing and
implementing strategic campaigns.
Competitive advantages Louder Than Words brings together experienced practitioners with
corporate and nonprofit backgrounds to provide comprehensive
communications services.
Recent news / developments Good Business: The Happy Marriage
Between Public Relations & Philanthropy

Private Foundations Should Consider PR Businessweek.com


http://tinyurl.com/2559g5

Mainstream Media Discovers Philanthropy:

PAGE 47 : Corporate Philanthropy Resource Guide


How you can Take Advantage of the Spotlight
Onphilanthropy.com
http://tinyurl.com/2a4e4g

CONTACT
Point of contact Crystal Noble
781-487-0002 ext. 13
crystal@louderthanwords.com

PAGE 48 : Corporate Philanthropy Resource Guide


Mission Measurement, LLC
www.missionmeasurement.com

OVERVIEW
Mission Mission Measurement helps corporations, foundations, and
nonprofit organizations measure the impact of social strategies and
improve performance.
Type of organization Mission Measurement is a consulting firm specializing in the
developing, measuring and evaluating social strategy.
Year of origin 2005

Headquarters location Chicago, IL


International scope Mission Measurement serves clients worldwide

Senior leadership Jason Saul, CEO

Number of employees 10

Target audience Mission Measurement provides Strategy Consulting and


Measurement & Evaluation services for corporate philanthropy and
social responsibility programs, nonprofits, foundations, public
agencies and education organizations.

SERVICES
Services and programs Our Strategy Consulting services help clients develop high impact
social change strategies. Our experience has taught us that
outcomes must drive strategy, not the other way around. Our
strategy work always starts with the end in mind: defining success
first, and then determining the best, most effective strategies for
driving those results. And because we measure strategies across
hundreds of organizations, we know what works and the research
behind it.

Our Measurement & Evaluation (M&E) services help clients to


measure outcomes and analyze results across programs, grants
or affiliates. For us, measurement is not for the sake of
measurement. Organizations can use measurement to improve
strategy, to allocate resources more efficiently, to demonstrate
value to stakeholders and to manage better. Our M&E services are
designed to help our clients learn, and improve. Our services
include:with clients to map data flows, identify reporting needs, and
implement sustainable, recurring data collection and reporting
processes. Mission Measurement presents expert analysis of an
organization‘s benchmarks, best practices, and overall impact in a
dynamic reporting format.
Research areas Business Case For Measurement; Social Impact Measurement and
Benchmarking; Strategic Corporate Philanthropy; Corporate Social
Responsibility; Stakeholder Trust; Social Enterprise; College
Access; Early Childhood Education; Youth Development; Student
Achievement; School Reform/Transformation; Community Building;
Health Care Access & Delivery; Applied Measurement.

PAGE 49 : Corporate Philanthropy Resource Guide


Differentiating features of Mission Measurement is a pioneer, and recognized thought leader
organization in the field of social impact performance measurement. Jason
Saul, the firm‘s CEO, wrote the book on Benchmarking for
Nonprofits: How to Manage, Measure and Improve Performance
(Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to
Drive Business Value through Social Change (forthcoming from
Jossey-Bass in October 2010); and The End of Fundraising: How
to Sell Your Impact in an Era of Outcomes (forthcoming from
Jossey-Bass in February 2011). Mission Measurement developed
the standards for measuring the impact of corporate philanthropy
and is the forefront of developing next generation social innovation
strategy for its clients and for the entire CSR field.
Competitive advantages Mission Measurement provides clients with access to the leading
authorities in social impact performance measurement. The firm‘s
expertise, experience, and success in this space has enabled
Mission Measurement to secure strategic relationships with leading
corporate, foundation, and nonprofit clients.

CONTACT
Point of contact Wendy Lazar
wlazar@missionmeasurement.com
312-899-1800

PAGE 50 : Corporate Philanthropy Resource Guide


National Philanthropic Trust
www.nptrust.org

OVERVIEW
Mission NPT‘s mission is to increase philanthropy in our society. To
accomplish this, it provides products and services, such as donor-
advised funds, that help both individual donors and financial
advisors to manage charitable giving.
Type of organization NPT is an independent public charity designated as 501(c)(3) and
509(a)(1) by the IRS
Year of origin 1996

Headquarters location Jenkintown, PA

International scope As a provider of donor-advised funds, we make national and


international grants on behalf of our donors
Senior leadership Eileen R. Heisman, President and CEO

Number of employees 20
Target audience Individuals, families and organizations that can use NPT‘s services
to facilitate their charitable giving through donor-advised funds.
Membership fee, if applicable None
SERVICES
Services and programs NPT offers donor-advised funds and supporting organizations.
Since its founding, NPT has raised over $2 billion in charitable
contributions and made over 44,000 grants to charities in the U.S.
and 26 other countries. NPT currently has approximately $700
million in assets under management.
Other services NPT offers private label donor-advised funds to such institutions as
Harris Bank, iShares, JP Morgan Chase, JP Morgan Securities,
Pitcairn Financial Group, and UBS.
Differentiating features of NPT offers flexible and customized donor-advised funds. NPT
organization accepts the widest range of gifts, including securities, privately-held
and restricted stock, real estate, and many other assets. NPT
provides expertise in complex grantmaking and offers a wide range
of investment options, including exchange-traded funds, separately
managed accounts, and private investments.
Competitive advantages See ―Differentiating Features‖
Recent news / developments NPT recently announced its new partnerships with Hollencrest
Capital Management to offer the Independent Charitable Gift Fund,
which enables charitable giving, and with Harris Charitable Fund
Program, enabling charitable giving through donor-advised funds.

CONTACT
Point of contact Patricia Renzulli, VP Marketing
prenzulli@nptrust.org
215.277.3118

PAGE 51 : Corporate Philanthropy Resource Guide


Oxford Analytica
www.oxan.com

OVERVIEW
Mission Oxford Analytica‘s mission is to draw on the knowledge of Oxford
University and other major centres of learning around the world to
provide business and government leaders with timely, impartial and
authoritative analysis of world economic, political and social
developments.
Type of organization International consultancy firm specialising in the global political
economy
Year of origin 1975
Headquarters location Oxford, England
International scope Offices in New York, Washington DC, Paris and Quebec
Senior leadership Dr. David Young – Executive Chairman
Number of employees 60 full-time staff, and a global network of over 1,500 scholar
experts based in major universities and research institutions around
the world.
Target audience Decisionmakers, policymakers, c-suite executives and analysts at
major corporations, governments and international institutions.

SERVICES
Services and programs The Oxford Analytica Daily Brief: Our flagship intelligence service
provides government, corporate and financial clients with timely,
authoritative, forward-looking analysis of geopolitical and
macroeconomic events and issues every business day.

The Global Stress Point Matrix: A unique early warning system


monitoring some 20 potential high impact/low probability events that
pose major risks to global stability.
Other services Consultancy Practice: Our Consultancy Practice draws upon the
firm‘s in-house expertise and expert contributor network to provide
clients with actionable strategic intelligence and advisory services.
The Practice has developed core competencies in the following:

Political Risk
Sustainability
Thought Leadership
Country/Region Analysis
Scenario Planning
Transnational Issues
Market Entry
Sector/trend/issue analysis
Research areas Geopolitics, international political economy
Differentiating features of We provide analysis and advisory services. Both are subject to a
organization rigorous peer review process to ensure the highest possible
standards of accuracy, authority and impartiality.
Competitive advantages We deliver global analysis of every major development in the world

PAGE 52 : Corporate Philanthropy Resource Guide


every business day of the year.

We provide analysis, not commentary or opinion.

Our 1,500 strong expert network means we are well positioned to


address almost any issue on behalf of a client with an unrivalled
degree of depth, sophistication and knowledge.

We do not engage in advocacy.

CONTACT
Point of contact Mark Elsner
Vice President, Business Development
Tel. 202 729 6964
melsner@oxford-analytica.com

PAGE 53 : Corporate Philanthropy Resource Guide


Rockefeller Philanthropy Advisors
www.rockpa.org

OVERVIEW
Mission Rockefeller Philanthropy Advisors (RPA) helps donors create
thoughtful, effective philanthropy throughout the world.
Type of organization Nonprofit 501(c) 3 organization, philanthropic advisory service
Year of origin Originally founded over 100 years ago as a part of the Rockefeller
family office, RPA became an independent nonprofit organization
eight years ago.
Headquarters location New York City
Regional offices in Chicago, Los Angeles and San Francisco
International scope RPA works with 160 families and entities around the world,
facilitating over $200 million in annual grantmaking in 70 countries.
Since its inception, RPA has overseen over $3 billion in
grantmaking across the world.
Senior leadership Melissa Berman, President and CEO
Kevin P.A. Broderick, Board Chair
Number of employees 40
Target audience Donors of all types – individuals and families, family foundations,
charitable trusts, donor-advised fund holders, independent
foundations, corporations and corporate foundations, family offices
and public institutions and agencies
Size of membership / network 160 donors around the world
Membership fee, if applicable N/A

SERVICES
Services and programs RPA‘s broad range of services includes:

Establishing a foundation, Charitable Giving Fund or other


giving vehicle
Guiding the creation of a mission or program focus for giving
Developing strategic and operating plans
Structuring key governance and investment policies
Providing in-depth research and advice on issues,
approaches and best practices
Supporting fiscal sponsorship and re-granting programs
Implementing and evaluating competitive grant programs
Assessing the quality, results and impact of grantmaking
Organizing and leading customized retreats, inter-
generational dialogue, board meetings and training
programs

Other services RPA also operates a Charitable Giving Fund, through which clients
can make gifts outside the United States, participate in funding

PAGE 54 : Corporate Philanthropy Resource Guide


consortia and operate nonprofit initiatives.
Research areas RPA conducts research and publishes in areas of relevance to the
donor community such as impact investing and diversity in
philanthropy. RPA also creates guides to help donors embark on a
philanthropic path and RPA profiles great givers whose philanthropic
stories are inspirations to us all.
Differentiating features of RPA employs a team-oriented approach that stresses confidentiality,
organization effectiveness and customization. Each client works with a team of
advisors whose expertise directly matches their interests and needs.
Competitive advantages RPA‘s senior staff members offer an average of 20 years each in
grantmaking experience with major foundations, both domestic and
international, including the Ford Foundation, the Levi-Strauss
Foundation, the New York Community Trust, and the John A.
Hartford Foundation

For more than 120 years, RPA has served America‘s most
philanthropic family. Through this service, RPA has acquired
unparalleled insights and wisdom; unique experience with a diversity
of styles, goals and programs; and the ability to work seamlessly
with and across several generations at once.
Recent news / developments In July 2010, Rockefeller Philanthropy Advisors was awarded a $3.7
million, three-year grant from the Bill and Melinda Gates Foundation
to provide potential and current donors and their advisors with
resources to help maximize their efforts and increase effective,
sustainable giving worldwide.

CONTACT
Point of contact Lauren Russell Geskos, Senior Manager, (212) 812-4201,
LGeskos@rockpa.org

PAGE 55 : Corporate Philanthropy Resource Guide


Strategic Philanthropy Advisors, LLC
www.spadvisors.com

OVERVIEW
Mission Strategic Philanthropy Advisors, LLC provides consulting services
to enhance organizational effectiveness and maximize the external
impact of domestic and international grantmakers, social investors,
schools, and nonprofit organizations.
Type of organization Limited Liability Company, Consultant
Year of origin 2006

Headquarters location San Francisco, CA with an East Coast office in New York, NY

Senior leadership Eddy Bayerdelle, PhD, Michael Feller, MBA, EdD, Gregory L. King,
Robert A. Rosenbloom, PhD, Margaret Southerland, Denise Nix
Thompson, MBA, MA.
Number of employees 7
Target audience Our clients include corporate contributors, private foundations,
individual donors, hedge funds, municipalities, and nonprofit
organizations.
Membership fee, if applicable None

SERVICES
Services and programs We assist foundations and corporate giving programs in designing,
implementing and measuring innovative grant programs through
short term consulting projects and longer engagements that
supplement the grant review work of in-house staff. We help
nonprofits build their capacity by conducting financial feasibility
studies, creating strategic and revenue development plans,
streamlining processes, providing cost reduction programs,
managing joint venture partnerships, developing evidence-based
programs and writing fundable private and federal government
proposals. We serve as course instructors, presenters and panelists
at philanthropic and nonprofit forums.
Other services We have extensive experience serving as nonprofit interim CEOs
and program directors.
Differentiating features of The firm works in the areas of community development, arts and
organization culture, education, healthcare, and social services.
Competitive advantages We are practitioners with combined experience of 100 years as
grantmakers, management consultants, educators, and nonprofit
executives working in domestic and international philanthropy,
marketing, community relations, public policy, Six Sigma, and
related fields.

CONTACT
Point of contact Michael Feller, Principal, NY Office: 917.692.0254
(Michael@spadvisors.com)

PAGE 56 : Corporate Philanthropy Resource Guide


Taproot Foundation
www.taprootfoundation.org

OVERVIEW
Mission To lead, mobilize and engage professionals in pro bono service to
drive social change.
Type of organization Nonprofit 501(c)(3) organization
Year of origin 2001
Headquarters location San Francisco, CA
Offices in Chicago, Los Angeles, New York City, Washington, DC
International scope Partnerships not direct delivery
Senior leadership Aaron Hurst, Founder and CEO

Number of employees 50

Target audiences Thousands of nonprofits and pro bono consultants


Top Fortune 500 companies, universities and trade associations
Local, national and family foundations

SERVICES
Services and programs Direct pro bono service delivery to nonprofits in our 5 cities.
Consulting and Advisory Services for Fortune 500 companies,
foundations, universities, trade associations and nonprofits.
Other Services Thought Leadership initiatives
Learning and sharing what works, prompting new thinking
about and tools for strategy and management, distributing
insights via media, website, publications, working sessions,
speaking engagements and collaborations. Training and workshops
for developing and scaling pro bono programs.
Research Areas Pro Bono Service and Catalytic Philanthropy
Recent news / developments Addition of working with strategic partners to integrate pro bono
service into their organizations to address specific social issues.

CONTACT
Point of contact Elizabeth Schwan-Rosenwald
elizabeth@taprootfoundation.org
1612 K St, Suite 505
Washington DC 20006
T (312) 635-1120
C (773) 383-2574

PAGE 57 : Corporate Philanthropy Resource Guide


TCC Group
www.tccgrp.com

OVERVIEW
Mission TCC Group's mission is to develop strategies and programs that
enhance the efficiency and effectiveness of nonprofit organizations,
philanthropies, and corporate citizenship programs to achieve
social impact.
Type of organization Consulting services for corporate community involvement,
nonprofits, and philanthropy
Year of origin 1980
Headquarters location New York, NY; Philadelphia, PA; Chicago, IL

Senior leadership Richard A. Mittenthal, President and CEO


Shelly Kessler, Thomas W. Knowlton, Peter J. York, Paul Connolly
Number of employees 30+ professionals
Target audience Corporations, nonprofits, philanthropic organizations, and
governmental clients

SERVICES
Services and programs Services:
Strategic planning, needs assessment & competitive analysis,
evaluation, grantmaking assistance, organizational
development, cross-sector partnerships

Expertise:
Arts & culture, children & youth, community development,
education, environmental, health, and human services
Other services Core Capacity Assessment Tool (CCAT)
Online survey tool that allows a nonprofit organization to
analyze its four core capacities and organizational culture;
anonymous and confidential self-assessment of core
capacities; provides users with a report analyzing their
strengths and providing recommendations for future growth
and change
Research areas Reports, briefing papers, articles, publications available online

CONTACT
Point of contact Richard Mittenthal, CEO
212-949-0990
rmittenthal@tccgrp.com

PAGE 58 : Corporate Philanthropy Resource Guide


The Consulting Network
www.theconsultingnetwork.com

OVERVIEW
Mission To provide quality service and results to clients seeking support in
maximizing their community outreach.

The Consulting Network (TCN) commits to using our combination


of experience, skills and professional networks to ensure that
clients achieve their goals. We value integrity, responsiveness,
professional growth and measurable outcomes in our work. When
we serve our clients well, our own success will follow.
Type of organization Management consulting firm specializing in corporate citizenship,
community relations, contributions and employee involvement.
Year of origin 1989

Headquarters location Roseland, Virginia


International scope Counsels corporations and nonprofits with international scope and
interests.
Senior leadership John F. Coy, Founder & President

Number of employees Coordinates teams and networks of experienced and highly


seasoned self-employed consultants.
Target audience Corporate citizenship, community relations, contributions and
employee involvement professionals and functions. Clients include
national and multinational Fortune 500 companies as well as a
number of national and international nonprofit organizations.

SERVICES
Services and programs Strategic planning.
Program evaluation, benchmarking, development and
integration.
Grant evaluation.
Organizational and staffing assessment.
Community assessment.
Management decentralization and program support.
International program design.
Resource allocation and budgeting.
Signature program development.
Cause marketing and sponsorship.
Request for proposal management.
Employee involvement program design and management.
Employee workplace campaign assessment and management.
Corporate volunteer and board leadership development.
Staff training and development.
Professional recruiting.
Other services TCN also provides supporting communications activities including

PAGE 59 : Corporate Philanthropy Resource Guide


public relations, issue management, publishing and writing.
Research areas In the course of our work, we have benchmarked hundreds of
corporate citizenship programs and have identified the elements of
effective practice. Our experience in benchmarking has resulted in
the establishment of the Corporate Citizenship: Benchmark Center,
SM
known as CC: BenchmarkCENTER .

This resource provides our clients with measures of comparison to


their peers and information they can use in educating management
about community relations and contributions.

Over the last 12 years, we have collected annual giving figures for
hundreds of companies. The financial information in the TCN
database allows analysis by industry group, Fortune ranking and
other selected comparisons. Other benchmarking documents
employee involvement strategies, best-in-class programs and more.

TCN has conducted years of research on employee workplace


giving programs and has published several definitive guides for
making this valued tradition responsive to employer and employee
objectives.

Differentiating features of TCN is a firm that assigns only senior, experienced professionals to
organization work with clients. We are nimble, responsive and efficient.
Recent news / developments TCN continues to undertake ongoing research projects related to
contributions, community relations and corporate citizenship
management.

CONTACT
Point of contact John F. Coy
President
434-325-9287
tcncoy@msn.com

PAGE 60 : Corporate Philanthropy Resource Guide


The Philanthropic Initiative (TPI)
www.tpi.org

OVERVIEW
Mission The Philanthropic Initiative, Inc. (TPI) is an ally and consultant to
ambitious and entrepreneurial corporations and donors willing to
embrace creativity in their efforts to realize deep social impact.

Retained by corporations, foundations and individuals to create and


execute custom strategies to increase the impact of their giving,
TPI has invested itself in the advancement of strategic philanthropy
around the globe since 1989.
Type of organization Nonprofit philanthropy consulting firm

Year of origin 1989


Headquarters location Boston, Massachusetts
International scope TPI‘s work and client base is global
Senior leadership Ellen Remmer, President and CEO
Peter Karoff, Founder and Chairman
Number of employees Approximately 20 staff
Target audience Corporations and corporate giving programs, individual/family
donors, foundations

SERVICES
Services and programs TPI is hired to develop and execute customized philanthropic
strategies. As a thought partner, convener, subject matter expert,
or staff, we work across the continuum—from visioning and
strategy through implementation and evaluation—to help our clients
reach their unique goals.

By aligning philanthropic goals with business goals, companies will


invest more deeply in work that produces positive outcomes for all
stakeholders—boards, shareholders, consumers, employees, and
the communities in which they live, work, and serve.

Our work with corporations includes:


Launching a new foundation or community involvement effort
Creating a signature initiative to take leadership on an issue
Facilitating a strategic planning process
Strengthening existing programs through needs or impact
assessments
Identifying opportunities to leverage philanthropic investments
Implementing programs
Creating collaboratives and partnerships

Tools and approaches include:


Research, scans, benchmarking
Stakeholder interviews, surveys, employee focus groups

PAGE 61 : Corporate Philanthropy Resource Guide


Requests for proposals, site visits, due diligence
Employee engagement programs, giving circles
Evaluation
Other services It is not uncommon for TPI to also work with company leadership
and their families independent of our work with the company.

TPI trains and supports professional advisors and other


philanthropic advisors in their work with donors.
Research areas Research, scans and benchmarking across all
interests/programmatic areas for our clients.
Trends in philanthropy and international philanthropy
originating from the U.S.
Growth and trends in global philanthropy in BRIC and CIVETS
countries.
Differentiating features of TPI pioneered the field of strategic philanthropy advising.
organization

Competitive advantages Our strength lies in the team of individuals who are TPI. Team
members distinguish themselves as thought leaders and trusted
advisors with experience both broad and deep. Embracing rich
internal collaboration and an external network built over
20 years, we assemble powerful teams with diverse perspectives.
We view lessons learned through the lens of innovation. We couple
deep issue area expertise with the understanding of process,
organizations, and systems.

Through fresh, creative thinking we uncover new possibilities for


accelerating change. Whether conceptualizing a new strategic
direction or identifying new ways to leverage a wider range of
company resources, we deliver innovative ideas born from two
decades of boots on the ground.

Over the past 20 years, we have been fortunate to partner with


extraordinary companies to achieve a level of impact that may not
have been realized without our help. This track record instills
confidence in our clients. With a proven partner alongside, our
clients can pursue their goals for deep social impact more boldly.

Recent news / developments As part of our field-building work, TPI leads workshops on various
topics. Recent TPI workshops for corporate givers include
―Designing High-Impact Corporate Signature Initiatives‖ and
―Corporate Leadership: How to be a Responsive and Responsible
Leader in Changing Times‖.

Working in partnership with colleagues and clients around the


world, TPI recently launched the Center for Global Philanthropy at
TPI to catalyze philanthropy‘s global impact through improved
knowledge, broader engagement, and strategic practice.

CONTACT
Point of contact Leslie Pine, Senior Vice President, 617-338-2590 x233,
lpine@tpi.org
Jim Coutre, Vice President, 617-338-2590 x259,
jcoutre@tpi.org

PAGE 62 : Corporate Philanthropy Resource Guide


True Impact LLC
www.trueimpact.com

OVERVIEW
Mission True Impact LLC provides web-based software and consulting
support to help organizations measure the social, financial, and
environmental return on investment (ROI) of their community
investment, environmental, human resource, and other corporate
citizenship activities.
Type of organization Software and Consulting Services Firm
Year of origin 2002

Headquarters location Boston, MA

International scope We serve clients – and measure programs, activities, and initiatives
– worldwide.
Senior leadership Farron W. Levy, CEO
Target audience Corporate, nonprofit, and government clients.

SERVICES
Services and programs ▪ Do-It-Yourself Measurement. Subscribe to True Impact, our web-
based ROI calculator, to measure the triple-bottom-line value of
any program, activity, or initiative. We provide technical and
analytic support.
▪ We-Do-It-For-You Measurement. You may also outsource your
analyses to our staff, who will calculate the ROI of existing
programs (or the expected ROI of prospective programs) on your
behalf.
▪ Partnership Options. For professional services and software
providers, we offer partnership and private-label licensing and
support options.
Visit us at www.trueimpact.com for a pre-recorded demo, and for
further information.
Research areas We specialize in quantifying – and gathering data on – CSR-related
impacts on the following areas: sales, recruiting, retention,
productivity, skill development, satisfaction, risk, cost of capital, and
social-value creation (change in social condition, socio-economic
value, and market value).
Differentiating features of A spin-off of a social auditing firm established in 1992, we offer
organization unrivaled experience and expertise in social, financial, and
environmental impact measurement. Two of our key strengths
include:

1. The ability to help staff- and budget-constrained organizations


leverage existing in-house data, or data from the public domain, as
practical and credible (i.e., able to withstand C-level scrutiny)

PAGE 63 : Corporate Philanthropy Resource Guide


alternatives to expensive ―gold-standard‖ measures (though we
work with those too).

2. The only web-based, ―triple bottom line‖ (social, financial,


environmental ROI) calculator on the market. True Impact offers
powerful analytic and reporting functions, with user-friendly, step-
by-step user guidance to accommodate even users with no
background in measurement.
Recent news / developments True Impact has helped Allstate, Cox Communications, Deloitte,
Home Depot, PNC Bank, and Verizon among others to measure the
value of a broad range of corporate citizenship programs.

CONTACT
Point of contact Farron W. Levy, CEO
617.739.3899
flevy@trueimpact.com

PAGE 64 : Corporate Philanthropy Resource Guide


Walker Information
www.walkerinfo.com

OVERVIEW
Mission Walker Information is a research and consulting firm focused on
customer loyalty and other customer strategies to accelerate
business performance.

With over 65 years of experience Walker helps companies solve


their business issues through customer strategies to increase
shareholder value.
Type of organization Professional services – research and consulting

Year of origin 1939


Headquarters location Indianapolis, Indiana
International scope Walker works with companies and partners around the world

Senior leadership Management team: Steve Walker, Randy Shoemaker, Phil


Bounsall, Mark Winzenread, Patrick Gibbons, Sonya McAllister
Number of employees Approximately 200 employees, most based in Indianapolis, Indiana.
A branch office is also located in Toronto, Canada.
Target audience While Walker‘s clients range in size and industry, the primary
audience is business-to-business organizations in the technology,
communications, manufacturing, financial services, and health care
industries.

SERVICES
Services and programs Complete Customer Strategy
Work with clients to develop key customer strategies to
improve the customer experience, encourage customer
loyalty, and increase the value of their company.
Employee Loyalty Solutions
Work with clients to provide key measurements of employee
loyalty and specific guidance on encouraging workforce
development.
Walker Solutions
1. In-person Research—focus groups, field and tab services,
mock jury trials, call centers, zip codes,
2. Technology—web-based survey tools, data management
systems, online reporting tools, and follow-up action
systems
3. Consulting
4. Perspective—newsletter, client forums, roundtables,
webcasts, and other client-only networking opportunities
Walker Loyalty Reports
Critical benchmarking information-providing key comparisons
and perspectives for companies in many industries-as well as

PAGE 65 : Corporate Philanthropy Resource Guide


loyalty-related issues.
Other services Focus Groups
WI has been conducting research through focus groups for
over 50 years; State of the art focus group facilities; Used by
Fortune 500 companies, law firms, and insurance companies
(4 different rooms with extensive audio/visual equipment,
speaker-phones, podiums, dry erase boards, and storage
areas; experienced moderators).
Walker Global Partners
A collection of approximately 15 prominent research
companies serving more than 75 countries; partners provide
both local insights as well as global research.
Research areas Research and reports on connecting customer strategies to
shareholder value and the financial impact of customer loyalty
Differentiating features of Walker‘s focus and extensive experience in the area of customer
organization loyalty and customer strategies set them apart from other research
and consulting organizations. What‘s more, their comprehensive
approach to solving business issues is unique.
Competitive advantages Walker‘s singular focus on customer loyalty and related
strategies
Walker‘s decades of experience serving hundreds of major
corporations
Walker‘s comprehensive approach to solving business
issues
Walker‘s broad range of services to include research
services, technology tools, and business consulting

CONTACT
Point of contact Steven F. Walker
Chairman, President, CEO
317.843.8890
swalker@walkerinfo.com

Patrick Gibbons
SVP, Marketing
317.843.8822
pgibbons@walkerinfo.com

PAGE 66 : Corporate Philanthropy Resource Guide


Wellspring Consulting
www.wellspringconsulting.net

OVERVIEW
Mission Wellspring Consulting is dedicated to helping nonprofit
organizations achieve their mission.

We use a strategic approach to help organizations set direction,


build organizational capacity, and achieve desired results.

We seek to create a positive difference in the world, both through


the organizations that we serve, and for the individuals with whom
we work.
Type of organization Nonprofit consultancy

Year of origin 2002


Headquarters location New Haven, Connecticut & Boston, MA
Senior leadership Christopher Keevil, Managing Director
Target audience Nonprofit organizations primarily along the U.S. Northeast Corridor

SERVICES
Services and programs Projects typically structured to include analytical fact-finding,
combined with collaborative problem solving with multiple
constituents
Work includes:
Direction Setting
Organizational Development
Achieving results
Other services Mentoring of junior consultants to build skills as contributors and
leaders for the sector
Differentiating features of Founded by a former partner at The Boston Consulting Group
organization (BCG)

CONTACT
Point of contact info@wellspringconsulting.net
Christopher Keevil
Tel: 203-387-7192
Fax: 203-387-1345

PAGE 67 : Corporate Philanthropy Resource Guide


ADMICAL
www.admical.org

OVERVIEW
Mission 1. SUPPORTING and REPRESENTING companies involved
in corporate philanthropy
Maintaining and developing a NETWORK between key
players participating in philanthropy
2. MANAGING and TRAINING practitioners
3. Spreading INFORMATION about corporate philanthropy
Type of organization Non-profit organization
Year of origin 1979
Headquarters location Paris

International scope Admical has built up a network of affiliations and partnerships:


in Europe :
- CEREC (the European Committee for Business, Arts and
Culture)
- EFC (European Foundation Center)
Is actively involved in developing corporate sponsorship projects in
Europe and around the world, advising its corporate members.
Senior leadership Olivier Tcherniak, Chairman of ADMICAL
Bénédicte Menanteau, General Delegate
Number of employees 10
Target audience Big companies, SME, corporate foundations
Size of membership / network 180 members

Membership fee, if applicable Corporate members


8 500 € / 3 400 € / 2 300 €
Non-profit organizations
1 400 €

SERVICES
Services and programs Ad Advisory

Admical is a resource centre for corporate philanthropists,


executives, fundraisers, media representatives, students and the
wider community.

- Legal and tax advisory service


Sponsors and fundraisers can address questions, and seek
information from our specialist.

1. - European and international service


Admical is also keeping up with the international news and is the
ideal resource centre on questions about corporate philanthropy in

PAGE 68 : Corporate Philanthropy Resource Guide


Europe and in the world.

Training
Admical provides:
- A monthly 2 days session for fundraisers.
- Regular training for companies.
- Specific training on demand.

Events
- International Summit ‗Les Assises‘
Every two years, Admical brings together for a big event all the
people working in corporate giving. Many round tables are
organized on current topics.

- Awards ‗Les Oscars‘


Every two years an independent jury awards several prizes to
companies for an outstanding work in the field of corporate giving.

- Symposiums
Admical regularly organizes symposiums on trends and issues in
the sponsorship sector.

- Breakfast conferences ‗Les Matinales‘

- Thematic workshops

Publications
Admical also provides publications: a magazine, a directory of
corporate philanthropy, a legal and tax guide, a newsletter, special
reports and surveys…

Other services ADMICAL organizes regularly think tank on corporate philanthropy


in France with its members through workshops and committees
Research areas Corporate giving trends
Corporate giving and CSR
Corporate giving and Environment
Corporate giving and communication
Corporate giving at an international scale
st
Differentiating features of ADMICAL has been the 1 organization to promote corporate
organization philanthropy in France since 1979 and has been certified as a
public benefit association.

It‘s also the only organization dealing with all the fields of corporate
philanthropy : social services, arts and culture, environment, sport,
research
Recent news / developments A special intranet platform to help corporate members to select
reliable projects.

CONTACT
Point of contact Laure Chaudey, International manager, lchaudey@admical.org
Charlotte Dekoker, Communication manager,
cdekoker@admical.org

PAGE 69 : Corporate Philanthropy Resource Guide


Association of Corporate Contributions
Professionals (ACCP)
www.accprof.org

OVERVIEW
Mission ACCP is dedicated to the development of contributions
professionals through education & training, defining best practices
for the field, building relationships and benchmarking &
measurement.
Type of organization Membership organization for corporate contributions professionals
Year of origin 2004
Headquarters location Mt. Pleasant, South Carolina

Senior leadership Mark Shamley, President


20-member Board of Directors (5 are also Executive Committee)
Number of employees 5
Target audience Professionals and executives in the fields of corporate citizenship,
contributions, community relations, volunteerism and social
responsibility
Size of membership / network More than 130 business members that collectively contribute more
than $6 billion in charitable donations each year
Membership fee, if applicable $6,000 annual fee

SERVICES
Services and programs Training & Education: ACCP trains contributions professionals to
align philanthropic strategies with business objectives, visions and
values.

Defining Best Practices: ACCP researches and reports best


practices across a variety of topics and industries.

Building Relationships: ACCP creates opportunities for


contributions professionals with shared interests to connect and
collaborate.

Benchmarking & Measurement: ACCP provides resources for


contributions professionals to analyze elements of corporate
philanthropic programs.
Other services Members can receive no-cost consulting from staff at ACCP with
more than 25 years combined experience in corporate
philanthropy. ACCP offers numerous opportunities for in-person
and virtual networking and idea sharing with colleagues across
industries and around the country.

PAGE 70 : Corporate Philanthropy Resource Guide


Research areas Annual giving trends and projections

Differentiating features of ACCP focuses on tactical, practical aspects of corporate citizenship


organization for corporate giving professionals.
Competitive advantages ACCP membership includes a complimentary registration to the
Annual Conference, plus multiple-seat discounts for additional
registrations; free access to all webinars; a discount to the annual
Contributions Academy Forum; one complimentary registration to
each ACCP L.E.A.D.S. meeting; and unlimited access to the ACCP
Member‘s Website with a philanthropic program Benchmarking
Tool.
Recent news / developments ACCP launched within the past year the ACCP L.E.A.D.S.
meetings, a series of easily accessible, regional and topic-based
events that leverage the expertise of ACCP member companies,
NGOs and public-sector agencies to develop solutions and tactics
for corporate contributions professionals.

L.E.A.D.S. meetings provide the opportunity for open dialogue and


discussion between attendees and event presenters, allowing for
the development of practical applications of knowledge gained

CONTACT
Point of contact Donna Kraemer, Director of Operations and Finance,
donna@accprof.org, 843-216-3442
Kelly Russ, Manager of Communication and Marketing,
kelly@accprof.org, 407-650-9748

PAGE 71 : Corporate Philanthropy Resource Guide


The Aspen Institute
www.aspeninstitute.org

OVERVIEW
Mission The mission of The Aspen Institute is to foster enlightened
leadership and open-minded dialogue.
Type of organization International nonprofit organization
Year of origin 1950
Headquarters location Washington, DC
Campuses in Aspen, CO, New York, NY and Wye River, MD
International scope Partner Aspen Institutes in Berlin, Rome, Lyon, Tokyo, New Delhi,
and Bucharest, and leadership programs in Africa, Central America
the Middle East, and India
Senior leadership Walter Isaacson, President & CEO
Robert K. Steel, Chairman of Board of Trustees
Number of employees 204
Target audience CEOs and international leaders
Size of membership / network 1,400, including Society of Fellows, Aspen Wye Fellows, and
Aspen Community and the Institute donors
Membership fee, if applicable $2,500 – $50,000

SERVICES
Services and programs Seminars and public programs including the Aspen Ideas Festival,
the Aspen Seminar for executives and leaders on values-based
leadership, the Wilderness Seminar, international seminars, the
Aspen Health Forum, the Aspen Environment Forum, and more
Policy work in range of areas including:
1. Business & Society Program
Dedicated to developing leaders for a sustainable global
society through dialogues and path-breaking research
2. Corporate Values Strategy Group
Released the Aspen Principals
3. Center for Business Education
Encourages future business leaders to innovate at the
intersection of corporate profits and social impacts
Leadership Development Initiatives whose aim is to ―put a dent in
the universe‖ through intensive values-based leadership training
with leaders in mostly developing countries.
Conferences worldwide
Other services Nonprofit Sector and Philanthropy Program (NSPP)
Research, leadership education, and communication initiatives
focused on critical nonprofit and philanthropy issues.
The Business and Society Program (B&S)
Dedicated to developing leaders for a sustainable global

PAGE 72 : Corporate Philanthropy Resource Guide


society through dialogues and path-breaking research,
creating opportunities for executives and educators to explore
new pathways to sustainability and values-based leadership.
Is also a leading source of innovative curriculum in top
business schools around the world.
Research areas Energy, Environment, Human Rights, Judicial System, Media &
Communications Technology, Community Development,
Microfinance, Medicine & Biomedical Science, Education, Middle
East Policy and Investment Initiative, Foreign Policy, Nonprofit
Sector and Philanthropy, Corporate Giving, Social Enterprise,
Business & Society, Global Economics, Ethics & Globalization,
Community Change, Education Entrepreneurship.
Differentiating features of Core mission is to foster enlightened leadership and open-minded
organization dialogue. Through seminars, policy programs, conferences and
leadership development initiatives, the Institute and its international
partners seek to promote nonpartisan inquiry and an appreciation
for timeless values. This is a unique mission that sets this
organization apart.
Competitive advantages Nonpartisan, focused on values-based leadership and ethics, see
above
Recent news / developments The Aspen Institute has tripled its Society of Fellows donor base in
the last three years. It has also held and announced a series of
major topical public events and forums. The Aspen Global
Leadership Network, a network of international initiatives focused
on values-based leadership, was announced and continues to
expand to new countries and regions of the world.

CONTACT
Point of contact Aspen Institute:
Susan Sherwin, Executive Vice President of Development,
susan.sherwin@aspeninstitute.org, 202.736.1088

Elliot Gerson, Executive Vice President of Seminars and Public


Programs, elliot.gerson@aspeninstitute.org, 202.736.3841

Aspen Institute Nonprofit Sector and Philanthropy Program:


Alan Abramson, Executive Director,
alan.abramson@aspeninstitute.org, 202.736.5829

Aspen Institute Business and Society Program:


Judith Samuelson, Executive Director,
judy.samuelson@aspeninstitute.org, 212.895.8001

PAGE 73 : Corporate Philanthropy Resource Guide


Association of Fundraising
Professionals
www.afpnet.org

OVERVIEW
Mission Association of Fundraising Professionals (AFP), an association of
professionals throughout the world, advances philanthropy by
enabling people and organizations to practice ethical and effective
fundraising. The core activities through which AFP fulfills this
mission include education, training, mentoring, research,
credentialing and advocacy.
Type of organization Professional Membership Association
Year of origin 1960

Headquarters location Washington, DC


International scope 213 Chapters Worldwide

Senior leadership Roberta A. Healey, MBA, NHA, ACFRE


Paulette Maehara, President and CEO
Number of employees 40
Target audience Fundraising staff, CEOs, Executive Directors, Volunteer Leaders
Size of membership / network Approximately 30,000 members in 213 chapters in North America
and Asia
Membership fee, if applicable $250 + local / chapter dues

SERVICES
Services and programs Ethics training, including AFP‘s Code of Ethical Principles
and Standards and The Donor Bill of Rights
Comprehensive fundraising education and training, covering
all fundraising techniques and styles, through a variety of in-
person, distance and online courses and sessions
Fundraising research, including AFP‘s State of Fundraising
Survey and annual Compensation and Benefits Survey
Advocacy
AFP‘s International Conference on Fundraising, the largest
fundraising conference in the world.
Other services Advancing Philanthropy magazine, published bi-monthly,
containing idea and strategy magazine for fundraisers in all sectors

Fundraising Resource Center has over 3,200 reference works


Legislative Updates and Action Alerts

Kaleidoscope, focusing on diversity in philanthropy and fundraising

Te Informa, focusing on fundraising in Latin America

Directory of Consultants and Research Partner Pages

PAGE 74 : Corporate Philanthropy Resource Guide


Annual listing of consultants and resource partners
Research areas Fundraising, Giving, Professional Demographics and
Compensation
Differentiating features of Largest professional fundraising association in the world
organization
Other information Formerly the National Society of Fund Raising Executives

CONTACT
Point of contact Rebecca Knight; RKnight@afpnet.org

PAGE 75 : Corporate Philanthropy Resource Guide


Business Civic Leadership Center
www.uschamber.com/bclc

OVERVIEW
Mission The mission of the Business Civic Leadership Center (BCLC) is to
promote better business and society relations and improve long-
term social and economic conditions by:

o Communicating the business community‘s unique and


valuable contributions
o Cultivating strategies and practices that achieve positive
results
o Coordinating public-private partnerships and coalitions

Type of organization 501(c)(3) nonprofit organization


Note: BCLC is an affiliate of the U.S. Chamber of Commerce
Year of origin 2000

Headquarters location Washington, DC


Senior leadership Stephen Jordan, Senior Vice President and Executive Director,
U.S. Chamber BCLC; Kathryn Traver, Senior Director, U.S.
Chamber BCLC
Number of employees 9 full-time staff

Target audience CSR/corporate citizenship departments, corporate foundations,


chambers of commerce, nonprofits and government agencies that
partner with businesses
Size of membership / network The U.S. Chamber is the world's largest business federation. As
the CSR and arm of the U.S. Chamber, BCLC‘s network includes
leading corporations, small and midsize businesses, and local
chambers of commerce
Membership fee, if applicable Sponsorship levels range from $5,000 to $100,000

SERVICES
Services and programs BCLC is a resource and voice for businesses and their social and
philanthropic interests. Our goal is to help build good will, good
relations, and good markets by improving issues that affect the
business sector from a social and economic standpoint.

We focus on U.S. community investment, disaster assistance and


recovery, global corporate citizenship, and attitudes toward
business.

We host three signature conferences, numerous webinars and


forums, the annual Corporate Citizenship Awards, and an end-of-
year Awards gala. We are active editorial contributors on the
subjects relating to corporate citizenship and CSR. Our leadership
is frequently asked to do presentations and speeches around the

PAGE 76 : Corporate Philanthropy Resource Guide


world on these subjects.
Other services o Policies, strategies, and issues: As an information source
for the business perspective on social and civic issues,
BCLC researches and analyzes trends affecting corporate
citizenship and recommends ways to improve the
environment in which the business sector operates.

o Stakeholder communications: BCLC is a partner in sharing


the positive story of corporate citizenship initiatives in the
U.S. and around the world. Through our report series,
awards competition, corporate citizenship web portal, and
monthly e-newsletter, BCLC works with companies to offer
industry, government, nonprofit, and media stakeholders a
glimpse of corporate citizenship at its finest.
Research areas U.S. corporate community investment, disaster response, global
development, attitudes toward business, public-private
partnerships, emerging social issues affecting business
Differentiating features of Affiliated with the U.S. Chamber of Commerce, located in
organization Washington, DC
Competitive advantages o Unique reach into local communities and international
markets due to the U.S. Chamber of Commerce network
o Expertise from the business-sector perspective on CSR
and social issues that affect business
o Credible convener of professionals from business,
government, and nonprofit organizations who work together
toward solutions to leading social and economic challenges
Recent news / developments BCLC manages corporate working groups dedicated to disaster
response issues, U.S. corporate community investment, and global
corporate citizenship. Interested companies and chambers should
contact BCLC to learn more.

SERVICES
Point of contact Kitty Taylor
202-463-3133
ctaylor@uschamber.com
1615 H Street, NW
Washington, DC 20062

PAGE 77 : Corporate Philanthropy Resource Guide


Business in the Community (BITC)
www.bitc.org.uk

OVERVIEW
Mission The values of Business in the Community (BITC) are to act with
integrity, to inspire companies by sharing our knowledge and
experience, and to develop innovative and challenging ways to be
a catalyst for change.

We support and challenge companies to integrate responsible


business through their operations in order to have a positive impact
on society and therefore be of 'public benefit'.
Type of organization Membership organization for businesses / CSR. A Not for Profit.

Year of origin 1982


Headquarters location London
International scope BITC members operate in +200 countries

Senior leadership Stephen Howard, Chief Executive


Peter Lambert, Deputy Chief Executive
Sue Adkins, International Director and Founding Director of Cause
Related Marketing
Number of employees 350

Target audience All companies regardless of size or commitment


Size of membership / network +800 members
63 of the FTSE 100
Membership fee, if applicable Fee corresponds to the size of company, determined using two of
the following criteria: turnover, total assets, and number of
employees.
Fees range from ₤3,600 to ₤12,500 (approximately $5500.00 to
$9,000)

SERVICES
Services and programs Awards for Excellence
13-yr old program with on average 400 entries per year; many
awards given each year in 12 categories: Company of the
Year, Small Company of the Year, Workplace Impact ,
Environment Impact, Community Impact, Marketplace Impact,
Northern Foods Rural Action Award, International Award,
Regional - Work Inspiration, Regional - Sustainable Travel
Award, Re-accreditation, Leadership Awards; All BITC
members and other companies with UK presence eligible to
enter competition
HRH The Prince of Wales‘ Seeing is Believing
Flagship programme set up by HRH The Prince of Wales in
1990 which has taken over 7,000 senior business leaders on
visits into communities; Visits focus on a specific issue area

PAGE 78 : Corporate Philanthropy Resource Guide


(education, crime etc) to increase understanding of society‘s
most pressing issues and to showcase the positive impact that
business can have; Leaders follow up with written impressions
recount how visit affected business operations; Provides first-
hand exposure and creates network of engaged leaders.
CR Index
Business in the Community's Corporate Responsibility (CR)
Index is the UK‘s leading voluntary benchmark of Corporate
Responsibility. It is a framework which helps companies to
integrate and improve CR throughout their operations by
providing a systematic approach to managing, measuring and
reporting on business impacts in society and on the
environment.
The CR Index performs two main functions:
• A Management Tool, assisting companies in integrating CR
into their core business practices
• A public benchmark, published annually on our website and
with our media partner, celebrating the achievement of
companies that have gone through the process
By participating in the CR Index, companies fill in a self
assessed online survey, evaluating their management and
impact within the key CR areas of community, environment,
marketplace and workplace.
Advisory Services
BITC offers a range of advisory tools and bespoke services to
members to assist in integrating responsible business practice
and meeting business and sustainability goals.
Companies can better understand their most significant
social and environmental issues and develop strategies for
systematically managing, measuring and reporting on how
these issues are being addressed.
Cares
National campaign to promote employees to volunteer locally;
More than 400 companies participate. Cares offers well-
established expertise in employee engagement that delivers
benefits for companies, employees and communities. In
addition to providing a brokerage service for high-quality
volunteering opportunities, Cares also campaigns nationally to
increase the impact of employee volunteering in communities
of greatest need and address social issues
including education, employability and economic renewal.
Other services Advisory Services
Advisory services on integrating responsible practices into
strategy, community, environment, marketplace, workplace
Partnership Programs
1. CSR Academy—provides networking, training, and support
to those involved in building better business/public
services/community sector partnerships
2. Business Broker Network—brings together brokers that
build partnerships of businesses, public services, and
voluntary/community sector
UN Millennium Development Goals (MDGs)
Advice, networking and events to raise awareness and help
companies in achieving the UN Millennium Development
goals, plus access to an online database of best practice case

PAGE 79 : Corporate Philanthropy Resource Guide


studies.
CSR360 Global Partner Network (CSR360 GPN)
Over 110 nonprofit partners in 60 countries around the world
facilitate dialogue between business, government and civil
society; the process helps to create partnerships that can
reduce risk, build trust and develop innovative approaches that
benefit from local market opportunities
ENGAGE
International employee engagement campaign; 19 Key Cities
employee community investment projects currently running in
17 cities worldwide. Network of partners provide infrastructure
of local support to member companies; Offering skills transfer,
professional or technical advice, mentoring, one-off or
strategic team projects and traditional volunteering.
European Employee Volunteering Awards
Run in conjunction with the 2011 European Year of
Volunteering, the European Employee Volunteering Awards
programme offers a profiling opportunity for companies in
Europe and aims to recognise companies of all sizes across
Europe that have developed employee volunteering schemes
to help people facing barriers to work increase their
employability skills.
HRH The Prince of Wales‘ Mayday Network on climate change
Convened by Business in the Community, a collaboration of
businesses of all sizes and at all stages on the low carbon
journey; BITC provides support and information on climate
change; Annual summit
Media Round-Up
Daily round-up of news on responsible business practice
Research areas Company case studies
Numerous publications on five main issue areas:
1. Responsible business
2. Workplace
3. Community
4. Marketplace
5. Environment
Competitive advantages BITC is one of HRH The Prince of Wales‘ Charities, a group of not-
for-profit organizations of which HRH The Prince of Wales is
President
Extensive range of offerings and comprehensive website
Large, global membership
BITC members employ 12.4 million people in +200
countries, including 1 in 5 of the UK private sector workforce
Recent news / developments 22 July 2010: HRH The Prince of Wales’ Countryside
Fund, a unique collaboration of businesses working together
to secure a sustainable future for British agriculture and the
wider rural economy, was launched at St James‘s Palace by
HRH The Prince of Wales and leaders of the food industry.
HRH The Prince of Wales‘ Countryside Fund is the
brainchild of HRH The Prince of Wales who has a long-held
commitment to supporting Britain‘s hard pressed rural areas.
The Fund is raising money from a wide range of businesses
who have responded to HRH The Prince of Wales‘ call to
action to help improve the long-term viability of the British
countryside and its rural communities. The intention is to

PAGE 80 : Corporate Philanthropy Resource Guide


inspire other businesses and the general public to get
involved and recognise the importance of the countryside to
the nation‘s well-being and the wider British economy.
Give & Gain Day is the UK's largest day of action for
employee volunteers. Managed by Business in the
Community, and sponsored by Eversheds LLP, Give & Gain
Day mobilises employees to volunteer their expertise and
time during work hours. On 9 July 2010 500 employee
volunteers from 221 companies injected £1 million man-
hours into communities of greatest need by volunteering with
over 190 community organisations across the UK.
The recently launched Employee Volunteering Check Up
is designed to help companies develop their employee
volunteering whether they are just starting out, or turning a
good programme into a great one. The tool assesses the
current stage of an employee volunteering programme
according to the answers provided in the quiz, and
then gives tailored advice within five categories – business
case, programme management, volunteering opportunities,
employee engagement and reporting and sharing best
practice. BITC‘s resources library contains examples from
leading employers to illustrate each step of this journey.

CONTACT
Point of contact Sue Adkins
International Director and Founding Director of Cause Related
Marketing
sue.adkins@bitc.org.uk

PAGE 81 : Corporate Philanthropy Resource Guide


BSR (Business for Social
Responsibility)
www.bsr.org

CONTACT
Mission BSR works with business to create a just and sustainable world.
Type of organization A global business network and consultancy focused on
sustainability. See www.bsr.org/member-list for more than 250 BSR
member companies in multiple industries.
Year of origin 1992
Headquarters location San Francisco, California
International scope Offices in Asia, Europe & North America, and project work in more
than 50 countries.
Senior leadership Mats Lederhausen, Chair of Board
Aron Cramer, President and CEO
Kara Hurst, Vice President
Eric Olson, Senior Vice President, Advisory Services
Number of employees 100
Target audience No matter where you are on the path toward sustainable business,
we'll meet you there and help you advance.

Our members benefit from the insights, expertise, and relationships


we've built through years of hands-on work in the field.

As a BSR member, your company will gain access to a powerful


network of member companies, and thought leaders, peers, and
stakeholders—all focused on creating viable sustainability
solutions.

You and your colleagues will connect to the network through our
working groups, events, online collaboration tools, and the annual
BSR Conference.

As a member, you get exclusive access to an extensive set of


solutions to help you learn, collaborate, and take action on
corporate responsibility issues. Learn more at
www.bsr.org/membership.
Membership fee, if applicable Dues are based on company‘s gross annual revenue

SERVICES
Services and programs Consulting:
With more than a decade of experience working with companies to
understand, plan, implement, and account for their corporate social
responsibility performance, we provide targeted and innovative
solutions that address and advance social and environmental
issues. Learn more at www.bsr.org/consulting

PAGE 82 : Corporate Philanthropy Resource Guide


Working Groups:

BSR leads and partners in a wide-range of multi-company and


stakeholder collaborative efforts to address critical and emerging
issues. Connect with your peers and find collaborative solutions to
critical and emerging issues. Learn more at www.bsr.org/working-
groups.
Other services The BSR Conference with 1,000+ attendees is regularly ranked
among the top corporate responsibility events globally. Learn more
at www.bsr.org/conference.
Research areas Research and Innovation:

From remote communities and factory floors to boardrooms


worldwide, our Research and Innovation team creates
independent, business-critical research to help you stay ahead of
the curve and advance corporate responsibility in four critical areas:
the environment, human rights, economic development, and
governance and accountability. Learn more at
www.bsr.org/research.
Differentiating features of BSR works with numerous partners and collaborators around the
organization world: http://www.bsr.org/about/collaboration.cfm
Competitive advantages BSR is the go-to authority on sustainable business strategy,
guiding global companies toward solutions that enable business
success and create a just and sustainable world.

CONTACT
Point of contact Member Services: +1 415 984 3200 or memberservices@bsr.org

PAGE 83 : Corporate Philanthropy Resource Guide


Business Roundtable
www.brt.org

OVERVIEW
Mission Business Roundtable is an association of chief executive officers of
leading U.S. companies with nearly $6 trillion in annual
revenues and more than 12 million employees. Member
companies comprise nearly a third of the total value of the
U.S. stock markets and more than 60 percent of all corporate
income taxes paid to the federal government. Annually, they
pay $167 billion in dividends to shareholders and the
economy.
Type of organization Association of chief executive officers of leading U.S. companies
Year of origin 1972
Headquarters location Washington, DC

Executive Committee (Senior Ivan Seidenberg, Chairman of Business Roundtable, Chairman and
Leadership) CEO of Verizon Communications. For a full list of BRT‘s 18
member Executive Committee, click here.

Number of employees (in- 17 staff


house)
Target audience CEOs, Members of Congress, Media
Size of membership / network 180 member company CEOs

SERVICES
Services and programs Initiatives
Consumer Health & Retirement, Corporate Leadership, Education,
Innovation & Workforce, International Engagement, Sustainable
Growth
Special Initiatives
Partnership for Disaster Response
BRICE: Business Roundtable Institute for Corporate Ethics
Other information BRT companies give more than $7 billion a year in combined
charitable contributions, representing nearly 60 percent of total
corporate giving. They are technology innovation leaders, with
more than $111 billion in annual research and development
spending — nearly half of all total private R&D spending in the
U.S.

CONTACT
Point of contact Johanna Schneider, Executive Director, External Relations
jschneider@brt.org; 202-496-3270

PAGE 84 : Corporate Philanthropy Resource Guide


Canadian Business for Social
Responsibility
www.cbsr.ca

OVERVIEW
Mission Changing the Way Business Does Business.
Type of organization Non-profit

Year of origin 1995


Headquarters location Vancouver, Canada

International scope Canadian focused, member of international networks CSR360 and


Forum Empresa
Senior leadership Adine Mees, President & CEO
Barb Steele, Director, Membership
Andrea Baldwin, Director, Advisory Services
Number of employees 20
Target audience Canadian business
Size of membership / network 106 companies

Membership fee, if applicable <$1 Billion in annual gross revenues $7,900

>$1 Billion in annual gross revenues $15,800

SERVICES
Services and programs Network members receive access to Membership Services
including:
Customized CSR account management
Access to member-only website
Research
Learning events
Profiling opportunities
Peer-to-peer networking
Other services CBSR also operates an active Advisory Services consulting
practice working across the range of CSR activity – providing
services to member and non-member companies
Research areas 2010 Topics Include Building Sustainable Company Culture,
Measuring Community Impact, Collaboration, Water, CSR
Governance
Differentiating features of Staff located in Vancouver, Calgary and Toronto
organization
Work collaboratively with government, academics and NGO sector

15 years of CSR learnings within the CBSR network of companies


are applied on-going to Membership Services, Advisory Services
and Research activities.
Competitive advantages Canadian focused CSR support and advice for Canadian

PAGE 85 : Corporate Philanthropy Resource Guide


companies from experienced CSR professionals
th
Recent news / developments The 8 Annual CBSR Summit on CSR will be held October 21,
2010 in Toronto. This year‘s theme is Collaborating for Sustainable
Change. For more information visit www.cbsr.ca/summit

CONTACT
Point of contact Robyn Hall, Communications Manager
416-703-7435 ext. 232
robyn@cbsr.ca

PAGE 86 : Corporate Philanthropy Resource Guide


Cause Marketing Forum
www.causemarketingforum.com

OVERVIEW
Mission Cause Marketing Forum, Inc. was founded in 2002 to help
companies and nonprofits do well by doing good.

Type of organization Service business


Year of origin 2002

Headquarters location Rye, New York


Senior leadership David Hessekiel, Founder and President

Number of employees 4
Target audience Business and nonprofit executives interested in creating more
successful, mutually-beneficial cross-sector alliances
Size of membership / network 400 members, 5,000 subscribers

Membership fee, if applicable Corporate membership: $1,000 per year

SERVICES
Services and programs The Cause Marketing Forum Conference
The Cause Marketing Halo Awards
The CM Guide at causemarketingforum.com - Case studies,
best practices, ―Cause Marketing 101‖
Cause Marketing Forum Workshops and Teleclasses
Cause Alliance Research Service - Offers specialized
background profiles on nonprofit organizations for
corporations researching potential partners:
Companies & Causes Days - regional workshop focused on
promoting business/nonprofit alliances in major cities

Other services Monthly email newsletters on new developments in cause


marketing
Research areas Case studies of business/nonprofit alliances
Differentiating features of Tight focus on helping businesses and nonprofits succeed together
organization at building better mutually-beneficial alliances.

CONTACT
Point of contact David Hessekiel
(914) 921-3914
dh@causemarketingforum.com

PAGE 87 : Corporate Philanthropy Resource Guide


Committee Encouraging Corporate
Philanthropy
www.CorporatePhilanthropy.org

OVERVIEW

Mission The mission of the Committee Encouraging Corporate Philanthropy


(CECP) is to lead the business community in raising the level and
quality of corporate philanthropy. CECP‘s three guiding principles
are to represent the CEO voice in corporate giving, to promote
business discipline in corporate philanthropy, and to set the
standards for philanthropy practice and measurement
Type of organization International membership organization for business CEOs and
chairpersons
Year of origin 1999

Headquarters location New York, NY

International scope International membership

Senior leadership Harold McGraw III, Chairman of Board of Directors


Charles Moore, Executive Director
Margaret Coady, Director
Number of employees 8

Target audience Business CEOs and chairpersons (membership is by invitation).


Supporting research and convenings are also available to senior
corporate giving professionals at member companies.
Size of membership / Over 150 CEOs and chairpersons, including representation from
network many of the world‘s largest companies.

Membership fee, if $10,000 – annual CECP membership fee includes access to


applicable research, CEO and corporate giving officer events, and Corporate
Giving Standard (CGS) measurement system.
OR
$1,500 - $5,000 (based on a revenue scale) - annual subscription
fee for the Corporate Giving Standard (CGS) measurement
system.

SERVICES
Services and programs CEO Conference
CECP's annual 'Board of Boards' Conference is a CEO-
exclusive event for eminent business leaders to share their
perspectives on leadership in corporate philanthropy.
http://www.corporatephilanthropy.org/events/ceo-
conference.html

Corporate Philanthropy Awards


CECP presents Excellence Awards annually to companies
demonstrating outstanding CEO leadership, innovation,
dedication to measurement, and partnership in corporate

PAGE 88 : Corporate Philanthropy Resource Guide


giving, and to a nonprofit organization for excellence in
sustainable corporate partnerships.
http://www.corporatephilanthropy.org/events/excellence-
awards.html

Online Philanthropy Measurement


CECP member companies gain access to the Corporate
Giving Standard (CGS), an online peer benchmarking
database containing more than $70 billion in cash and product
giving in comparative philanthropy data.
http://www.corporatephilanthropy.org/measurement/cgs.html

International Corporate Philanthropy Day (ICPD)


CECP leads an annual day of celebration, including a joint
program with the United Nations and member initiatives, to
build international awareness of corporate philanthropy among
business leaders, employees, government organizations, and
the general public. www.CorporatePhilanthropy.org/ICPD

Corporate Philanthropy Summit


CECP convenes 170 senior giving professionals each year,
providing attendees the opportunity to learn from industry experts
and engaged CEOs, as well as peers who share similar giving
challenges and priorities.
http://www.corporatephilanthropy.org/events/summit-upcoming.html

Best Practice Publication


CECP's publication, The Corporate Philanthropist, features
thought leadership on key trends in corporate philanthropy
from CEO members and leading industry thought leaders.
http://www.corporatephilanthropy.org/research/best-
practices/the-corporate-philanthropist.html
Research areas Corporate giving trend analyses from the Corporate Giving
Standard measurement tool
Summary Reports from CEO and Giving Officer
Conferences
Thought leadership publications with future-oriented
research themes
Impacts measurement of the social and business benefits
of corporate giving
Differentiating features of CECP is the voice of corporate philanthropy, representing
organization the CEO perspective on leadership in corporate giving to the
public and the media.
Peer networking opportunities for CEOs and corporate
giving professionals through CECP hosted programs.
Unparalleled philanthropy measurement through CECP's
reporting and benchmarking program, the Corporate Giving
Standard (CGS).
Resources for corporate philanthropy professionals including
industry roundtable discussions, media opportunities,
publications, research, and unparalleled networking.

PAGE 89 : Corporate Philanthropy Resource Guide


Competitive advantages The only international forum of business CEOs and
chairpersons exclusively focused on corporate philanthropy.
Unparalleled ability to convene leading CEOs and corporate
giving professionals.
Data repository for over $70 billion of cash and product
philanthropic giving.
Access to comprehensive data to analyze trends and
compile industry knowledge.
Recent news / New cutting-edge research reports include: ―Shaping the
developments Future: Solving Social Problems through Business Strategy,‖
based on research by McKinsey & Company; and
―Measuring the Value of Corporate Philanthropy: Social
impact, business benefits, and investor returns.‖
First international Board of Boards CEO Conference held in
London on May 7, 2010.
th
6 Annual Board of Boards CEO Conference scheduled for
February 28, 2011 (International Corporate Philanthropy
Day), featuring panelists Indra Nooyi, Chairman and CEO,
PepsiCo, William D. Green, Chairman and CEO, Accenture,
and Emmy Award winning journalist Charlie Rose as
moderator.
CECP‘s 2011 Corporate Philanthropy Summit will be held on
June 1-2, 2011, at the Time Warner Center in New York.

CONTACT
Point of contact Courtney King, Manager, Communications
cking@corporatephilanthropy.org, 212-825-2126

PAGE 90 : Corporate Philanthropy Resource Guide


The Conference Board
www.conference-board.org

OVERVIEW
Mission The Conference Board creates and disseminates knowledge about
management and the marketplace to help businesses strengthen
their performance and better serve society.

Working as a global, independent membership organization in the


public interest, we conduct research, convene conferences, make
forecasts, assess trends, publish information and analysis, and
bring executives together to learn from one another.
Type of organization Membership organization for businesses
Year of origin 1916

Headquarters location New York (world headquarters)


Belgium, Hong Kong
International scope Additional offices in North America (1), Europe (11), Asia-Pacific (2)

Senior leadership Jonathan Spector, President & CEO


Chair of Board of Trustees: Douglas R. Conant, President and
Chief Executive Officer, Campbell Soup Company
Number of employees Approximately 300 worldwide
Target audience Large, global corporations
Size of membership / network Nearly 1800 companies in 63 countries. Combined, member
companies have revenues totaling $10 trillion and employ over 34
million people
19 of the 20 largest U.S. companies, 80% of the Fortune 100
companies, and all of the 20 most respected companies in the
world are members
Membership fee, if applicable Membership fee varies

SERVICES
Services and programs Topic-based, senior executive peer-to-peer meetings in a
confidential setting to discuss challenges, share best practices,
advance thought leadership, and find solutions.

In-depth, customer-driven research on trends, issues, and


challenges facing corporate decision makers

Research Publications
Economic research, analyses, forecasts and publications, including
Consumer Confidence , Leading Economic Indicators of 11 nations,
Help-Wanted Online, Consumer Spending Trends, Straight Talk
series
Bi-monthly magazine: The Conference Board Review
Program categories:
CEO / C-Suite
Citizenship & Sustainability

PAGE 91 : Corporate Philanthropy Resource Guide


Center for Corporate Citizenship & Sustainability:
Conferences, councils, webcasts, research working
groups, research publications, executive leadership
summit, on-site executive briefings
Founding members: Bayer, Boeing, Campbell Soup, Cox
Enterprises, Disney, Dole Food, Dow Corning, Merck,
Philip Morris USA, State Street Corporation,
PriceWaterhouseCoopers, Time Warner, United States
Postal Service
www.conference-board.org/knowledge/citizenshipcenter
Diversity
Economics
Ethics
Governance
Human Resources
Leadership Development
Marketing
Mid-Market Sector
Operations
Risk Management
Within Citizenship & Sustainability:
Center for Corporate Citizenship and Sustainability
Conferences
Councils
Working Groups
Publications
Partnerships with World Bank Institute, Kennedy School of
Government, Pfizer, IBLF, and Global Alliance for Improved
Nutrition
Other Citizenship Programs:
Conferences: Business & Education, Global Corporate
Citizenship & Sustainability
Councils: Business/Education Council, Community and Public
Issues Council, Contributions Council (2), European Council
on Corporate Responsibility and Sustainability
Research Working Groups: Changing topics. For example:
Corporate Response to Humanitarian Disasters, Stakeholder
Engagement on the Global Stage/Special Focus: China
Publications: Ongoing research reports. For example: Annual
reports on Corporate Contributions, ―CEO Confidence Survey,‖
“Corporate Giving Priorities and Challenges,” “Risk and
Opportunity in the Gathering Climate Change Storm”
Other services Ron Brown Award for Corporate Leadership
Administered by the Conference Board; Only Presidential
award to honor companies for the exemplary quality of their
relationships with employees and communities; Annual award
presented at The White House to companies that have
demonstrated a deep commitment to innovative initiatives that
not only empower employees and communities but also
advance strategic business interests.
Business Information Service
Comprehensive resource center for business intelligence; Staff
of skilled information professionals uses online databases,
CD-ROMs, and the Internet as well as the library‘s extensive
collection of directories, periodicals, statistical sources and

PAGE 92 : Corporate Philanthropy Resource Guide


Conference Board research to answer over 3,500 inquiries
each year.
Research areas -Extensive, timely research in above program areas
-Business Information Service (see above)
-See website for complete list of publications
Differentiating features of Preeminent, global business organization that equips the world‘s
organization leading corporations with practical knowledge to improve business
performance and better serve society through its deep network of
information resources and experts, issues-oriented research, and
senior executive peer-to-peer meetings.
Competitive advantages -Timely, relevant thought leadership and executive learning from a
market-driven, cross-functional approach to challenges facing
senior executives today.
-Renowned, acclaimed researchers and economists on staff.
-Large scale and network: Over 15,000 executives from six
continents participate annually in more than 200 conferences, 120
councils, 20 research working groups and 50 webcasts
Recent news / developments -The Conference Board names Jonathan Spector, Vice Dean of the
th
Wharton School, as its 11 President
th
-Celebrated 90 anniversary in 2006
-Launched China Center for Economics and Business in 2006
-New Center for Corporate Citizenship and Sustainability
Mission: to advance CC&S practice and thought leadership to
strengthen the rationales for business models and decisions
that produce both private and public value
Role of center: to help companies find the opportunities and
avoid the risks inherent to CC&S by helping them to develop a
knowledge base and active strategies to meet CC&S needs,
build the value proposition for CC&S initiatives, and publicly
report on their CC&S performance
Components: Advisory Board, Executive Leadership Summit,
Councils, Conferences, Research working groups, Executive
Action reports, Executive briefings, Webcasts
-2006 emphasis on partnerships
Worked with US Business Council (survey of CEO sentiment
about business conditions), INSEAD & London Business
School (joint research and seminars), military academies,
National Safety Council, Harvard & Shorenstein Foundation,
The Atlantic Philanthropies
-Membership growth in Asia
-Notable increased use of webcasts by members
Other information The Conference Board Global Counsellors
A large network of leaders having international stature and
outlook provide a vital network and critical insight to The
Conference Board

Chief Economist Bart van Ark of the Netherlands is the first non-
American chief economist in the history of The Conference Board.

PAGE 93 : Corporate Philanthropy Resource Guide


CONTACT
Point of contact Contact the following individuals based on area of interest:

Membership: Janet Etsch, janet.etsch@conference-board.org,


212-339-0247

Center for Corporate Citizenship & Sustainability: David Vidal,


david.vidal@conference-board.org, 212-339-0445

Conferences and Sponsorship opportunities: Marion


Feigenbaum, marion.feigenbaum@conference-board.org, (212)
339-0378

Councils: Lorrie Foster, lorrie.foster@conference-board.org, 212-


339-0410

Research Working Groups: Willem Overmeer,


Willem.overmeer@conference-board.org, 212-339-0332

Webcasts: Meg Gottemoeller, meg.gottemoeller@conference-


board.org, 212-339-0318

Economics: Bart van Ark, bart.vanark@conference-board.org,


(212) 339-0325

All other inquiries: U.S. Customer Service: 212-339-0345

PAGE 94 : Corporate Philanthropy Resource Guide


Corporate Responsibility Officer
(CR Magazine)
www.thecro.com

OVERVIEW
Mission The mission of The Corporate Responsibility Officer (CRO) is to be
the ―big tent‖ in which leaders in all Corporate Responsibility
domains can gather to further the professionalization of CR
functions of all types—governance, compliance/legal/accounting,
sustainability, CSR, SRI, philanthropy, citizenship.
Type of organization Magazine, Conferences and Membership media organization for
corporate responsibility officers
Year of origin 2006

Headquarters location Edison NJ

International scope US, Canada, European Community

Senior leadership Elliot Clark, CEO


Jay Whitehead, President & Publisher
Dirk Olin, VP – Editorial Director
Anne-Sophie Ribault - CMO
Number of employees 18
Target audience 1) Corporate Responsibility practitioners, 2) Providers of corporate
responsibility services, 3) Influencers in the field (NGOs,
academics, and policy makers)
Size of membership / network CROA Corporate members total 160+ companies. CR Magazine is
distributed to 27,000 executives at large and mid-size public and
private companies and nonprofit organizations. TheCRO.com
receives over 100,000 unique monthly visitors.

Membership fee, if applicable CROA membership:


Small Business/Non-Profit/Academic/Individual Member: US$1,495
/ € 1,000
Mid-Sized Corporate Membership & Subscription. US$3,485 / €
3,000
Large-Sized Corporate Membership & Subscription. US$6,995 / €
6,000
Premium Corporate Membership & Subscription. US$20,000 /
€16,000

SERVICES
Services and programs Increases the strategic impact of corporate responsibility officers
(CROs) by further professionalizing and integrating the following
disciplines:
Audit, Risk Management and Compliance & Ethics
Corporate Responsibility, CSR, Citizenship
Sustainability
Socially Responsible Investing (SRI) and Philanthropy

PAGE 95 : Corporate Philanthropy Resource Guide


Other services 3 Annual Conferences (2 in US, 1 in Europe)
CRO Magazine (6 issues/year)
E-newsletter (26 issues/year)
TheCRO.com
Webinars
Research areas CR research, including 100 Best list, and custom research
Differentiating features of 100 Best Corporate Citizens list in CR Magazine
organization Provider Directory of 700+ CR-related service providers
CRO Profiles
Corporate Responsibility Reports on TheCRO.com
Competitive advantages 1) Sole focus on CR professional practices
2) Continuous collaboration between practitioners and providers as
a community to advance all domains of Corporate Responsibility in
corporations worldwide
Recent news / developments Launch of the CRO association in Europe, international partnership
with NYSE Euronext

CONTACT
Point of contact Jay Whitehead, President & Publisher,
jay.whitehead@sharedxpertise.com Phone 732-476-6160

PAGE 96 : Corporate Philanthropy Resource Guide


CSR Europe
www.csreurope.org

OVERVIEW
Mission CSR Europe supports companies in integrating corporate social
responsibility into the way they do business.
Type of organization Business network for corporate social responsibility
Year of origin 1995
Headquarters location Brussels, Belgium
International scope Europe
Senior leadership Executive Director
President
15-member Board of Directors
Number of employees 10
Target audience Businesses – multinational companies

Size of membership / network Membership of around 70 leading multinational corporations

Membership of 27 national partner organisations reaching out to


more than 2,000 companies across Europe
Membership fee, if applicable The membership fee is €17,500/year paid on cyclical basis

New members pay an additional fee of €5000 upon entry

SERVICES
Services and programs Expertise and information services: CSR Europe offers tailored
support and information services to provide members with practical
tools and updates on the latest European and international CSR
developments. CSR Europe‘s website also offers a wide range of
publicly available resources, e.g. publications and a database of
more than 600 CSR case examples.

Best practice exchange: CSR Europe connects member companies


and national partners for the sharing and further development of
CSR best practices through events, working groups and other
activities.

Collaborative projects with stakeholders: CSR Europe and its


national partner organisations bring member companies together
with relevant stakeholders to seek innovative solutions to socio-
economic challenges through joint projects.

European stakeholder dialogue: CSR Europe has since its


inception played an important role in providing input to the
European CSR policy debate and acting as a platform for dialogue
between companies, policymakers and other stakeholders at the
European level.
Other services In addition to its corporate members, CSR Europe reaches out to

PAGE 97 : Corporate Philanthropy Resource Guide


the national and regional level through its national partner
organisations – a network of 27 CSR organisations in 23 countries
across Europe.
Research areas CSR Europe offers tools and information resources on a range of
topics, e.g. as part of the CSR Toolbox available at
www.csreurope.org/toolbox.
Differentiating features of CSR Europe is the leading European business network for CSR.
organization

Competitive advantages CSR Europe is the leading European reference organisation on


CSR and works closely with the European Commission and other
EU stakeholders.

CONTACT
Point of contact info@csreurope.org

PAGE 98 : Corporate Philanthropy Resource Guide


European Foundation Centre
www.efc.be

OVERVIEW
Mission To strengthen the independent funding element of European
philanthropy through robust cooperation with an array of partners.
Type of organization Independent international not-for-profit association.
Year of origin 1989

Headquarters location Brussels, Belgium


International scope International

Senior leadership Gerry Salole, Chief Executive Officer


Number of employees 27
Target audience Foundations and corporate funders in Europe and around the
world.
Size of membership / network 234 Members in 40 countries around the world.
Membership fee, if applicable The annual EFC membership fee is 4,000 €. Members are
encouraged to contribute a voluntary proportional membership
contribution over and above the 4,000 € annual membership fee,
based on either the organisation‘s expenditure or assets.

SERVICES
Services and programs The EFC develops and pursues activities in line with its
objectives:

Benchmarking and capacity-building - The EFC aims


to set standards and build professional capacity in the
sector through a wide range of benchmarking and
training activities. All members undertake to respect the
EFC Principles of Good Practice.

Creating an enabling legal and fiscal environment -


The EFC is leading the campaign for the creation of a
European Foundation Statute, which would make it
easier for foundations that wish to develop cross-border
activities in the EU.

Documenting the foundation landscape - To facilitate


the sharing of knowledge and information, and raise
awareness about the valuable work foundations are
doing, the EFC produces numerous publications
including Effect magazine (twice per year).

Networking and partnership building - The EFC

PAGE 99 : Corporate Philanthropy Resource Guide


promotes collaboration, both among foundations and
between foundations and other actors, to advance the
public good in Europe and beyond.

The EFC’s annual conference is the most important


opportunity for professionals in the European foundation
sector to meet each other and share ideas.

EFC members have established a range of Interest


Groups and Forums which facilitate cooperation and
exchanges of good practice in various fields of activity
including: diversity, migration and integration; human rights
and disability; protecting the environment; HIV/AIDS;
global health challenges; social investment; central and
eastern Europe.

The EFC hosts the secretariat of Donors and


Foundations' Networks in Europe (DAFNE), which
supports cooperation among national networks which have
been established in 22 European countries.

Other services The EFC disseminates the latest news on foundations active in
Europe, delivered through a monthly electronic news round-up,
thematic newsletters, and EFFECT magazine. The Centre also
undertakes:

• Promotion of EFC member interests to the EU institutions on


policy issues, close monitoring of developments that matter to
foundations, and representation and advocacy from the Brussels-
based EFC Secretariat

• Training and exchange programmes for European foundation


professionals

• Expert advice, small mappings, and information services


produced using EFC databases: on tap know-how and resources
about what foundations are doing when, where and how

• Access to interest groups that gather like-minded funders and


which promote the pooling of resources and expertise

• Reduced rates and the opportunity to shape the content of EFC


flagship events, including the Annual General Assembly and
Conference, Grantmakers East Forum, and European Forum on
Philanthropy and Research Funding

• Available office and meeting space for members visiting Brussels

Research areas Not applicable


Differentiating features of
organization
Funders working effectively together for the public good increases
the visibility of the sector, adds to public trust, and brings further
legitimacy to the important work of foundations in Europe.
A growing EFC membership over the past 20 years has allowed

PAGE 100 : Corporate Philanthropy Resource Guide


for stronger representation at the EU institutions, which is
essential as EU policy unavoidably affects the work of foundations.

Competitive advantages The EFC is the main portal, source of information, and reference
point for the European Philanthropic market. The Centre provides
an exceptional forum for meeting people with common interests
and values, exchanging ideas, learning from others' experiences
and cultures - all well beyond European boundaries. This is the
basis of cooperation among foundations.
Recent news / developments European Economic and Social Committee gives strong
backing to European Foundation Statute
http://www.efc.be/News/Pages/EuropeanEconomicandSocialCom
mitteegivesstrongbackingtoEuropeanFoundationStatute.aspx

EFC hosts first-ever Foundation Week


http://www.efc.be/AgaConference/Pages/2010-Brussels.aspx

Anniversary book documents EFC's first 20 years


http://www.efc.be/News/Pages/EFC20thAnniversaryBook.aspx

Study on the Implementation of the UN Convention on the


Rights of Persons with Disabilities presented to
Commission’s High Level Group on Disability
http://www.efc.be/News/Pages/StudyUNCRPD_HLGD.aspx

EFC and Fondazione Cariplo launch new training series


http://www.efc.be/News/Pages/EFCandFondazioneCariploareplea
sedtoannouncethelaunchofadynamicnewtrainingseries.aspx

CONTACT
Point of contact Triona Keaveney
European Foundation Centre, AISBL
78, avenue de la Toison d'Or
1060 Brussels, Belgium

communications@efc.be
tel.: +32.2.512.8938 • fax: +32.2.512.3265

PAGE 101 : Corporate Philanthropy Resource Guide


Forum of Regional Associations
of Grantmakers
www.givingforum.org

OVERVIEW
Mission The Forum of Regional Associations of Grantmakers supports,
connects and expands geographic associations of grantmakers to
strengthen and increase philanthropy.
Type of organization Membership association serving grantmakers

Year of origin First forum of RAs in 1940s


Forum officially established 1996
Headquarters location Washington, DC

Senior leadership Michael Litz, President & CEO


George Espy, Chair of Board
Number of employees 5
Target audience Regional Associations of Grantmakers (RAs)
Size of membership / network Network of 34 RAs that represent 4,500+ foundations, corporations,
organizations, and individual donors
Membership fee, if applicable 1.1% of member‘s operating budget

SERVICES
Services and programs Networking: Meetings, workshops, teleconferences, conferences
Conferences, Information and research, Brokered benefits
Regional Association Capacity-Building & Peer Learning:
Add value to regional associations in building and maximizing
their financial and human resources, and to connect and learn
from each other
Grantmaker Education:
Augment regional associations‘ own roles in helping their
region‘s grantmakers be their most knowledgeable/effective
Knowledge and Collective Leadership:
Position the Forum - through its member regional associations
and New Ventures partners - as collective nationwidelocal
resources on philanthropy
Forum Organizational Development:
Ensure internal capacity to advance the member priorities
above, by addressing the organization‘s funding, governance,
communications and staffing needs
Other services Programs, services, and written materials that RAs can offer
directly to their own members
Differentiating features of Only national organization focused on regional philanthropy
organization

CONTACT
Point of contact Mary O‘Neill moneill@givingforum.org 703-879-0811

PAGE 102 : Corporate Philanthropy Resource Guide


Independent Sector
www.independentsector.org

OVERVIEW
Mission The mission of Independent Sector is to advance the common
good by leading, strengthening, and mobilizing the nonprofit and
philanthropic community.

Type of organization Coalition of nonprofit, foundations, and corporate giving programs


working together to make a greater difference in improving people‘s
lives
Year of origin 1980

Headquarters location Washington, DC

Senior leadership Brian Gallagher, Chairman of Board of Directors


Diana Aviv, President and CEO
Number of employees 40 positions

Target audience Nonprofits, foundations, and corporate giving programs, as well as


those who work with them
Size of membership / network Approximately 550 organizations

Membership fee, if applicable Varies according to payroll of organization or grantmaking budget

SERVICES
Services and programs Advocates for public policies that enable the nonprofit
community to improve lives
Helps the nonprofit community be more effective
Connects leaders from across the nonprofit community so
they can develop ideas and take action
Helps demonstrate how the nonprofit community makes a
difference in people‘s lives everywhere
Other services Independent Sector Annual Conference—annual gathering
of 800 or more nonprofit leaders to respond to challenges
facing our organizations and communities
Principles for Good Governance and Effective Practices, 33
recommendations that help organizations meet high
standards of legal compliance, effective governance, strong
financial oversight, and responsible fundraising.
NGen: Moving Leaders from Next to Now program, which
build the networks and leadership skills of nonprofit
professionals under age 40
Charting Impact initiative, which provides organizations of all
sizes and missions with a common framework and language

PAGE 103 : Corporate Philanthropy Resource Guide


for conveying their efforts to achieve lasting, meaningful
change.
Policy Action Network, a growing network of staff at IS
member organizations that work together on key policy
issues in the federal government, state legislatures, and city
halls.
Envisioning Our Future, a sector-wide effort designed to all
shape a more desirable 2020 for organizations and
communities.
Series of committees and task forces drawn from member
organizations that focus on major areas such as public
policy, ethics and accountability, communications, and
effectiveness.
Work on increasing diversity within the charitable sector
Research areas Value of volunteer time
Public perceptions of nonprofits
Differentiating features of IS is the only national organization where both nonprofits and
organization foundations come together to address issues of common concern.
Recent news / developments Leading advocate in ensuring small nonprofits were included were
included in health care reform provisions. Key part of coalition that
helped Serve America Act become law.
Other information Individuals and for-profit companies who work with the nonprofit
community and share the values of Independent Sector are also
eligible for membership through our Individual and Business
Associates program.

CONTACT
Point of contact Lorraine Snebold, 202-467-6132, lorraines@independentsector.org

PAGE 104 : Corporate Philanthropy Resource Guide


Giving Institute: Leading
Consultants to Non-Profits
www.givinginstitute.org

OVERVIEW
Mission The mission of Giving Institute is to educate and engage members
in the ethical delivery of counsel and related services to non-profits
through research, advocacy, and best practices.

Type of organization Membership association – philanthropic resources


Year of origin 1935

Headquarters location Glenview, Illinois

Senior leadership Nancy L. Raybin, Board of Directors Chair


Karyn Humphries, Operations Manager
Size of membership / network 32 firms

SERVICES
Services and programs GIVING USA
Published annually by the Giving USA Foundation in partnership with
The Center on Philanthropy at Indiana University; America's most
frequently quoted and widely circulated reference compilation of
annual giving; Statistical breakdown with year-by-year analysis by
source, recipient, and location
Standards of Practice
Code of Ethics
Other services Summer symposium
Competitive advantages Code of Ethics, Thought Leadership
Differentiating features of Code of Ethics, Standards of Practice
organization

Other information Formerly named the American Association of Fundraising Counsel


(AAFRC)

CONTACT
Point of contact info@givinginstitute.org
847/375-4709 or toll free 800/462-2372

PAGE 105 : Corporate Philanthropy Resource Guide


Global Philanthropy Forum
www.philanthropyforum.org

OVERVIEW
Mission A project of the World Affairs Council of Northern California, the
Global Philanthropy Forum aims to build a community of donors
and social investors committed to international causes, and to
inform, enable and enhance the strategic nature of their work.
Type of organization World Affairs Council of Northern California is a 501(c)(3) non-profit
organization
Year of origin 2001

Headquarters location San Francisco, California

International scope International


Senior leadership Jane Wales, President and CEO of the World Affairs Council of
Northern California, Founding President, Global Philanthropy
Forum
Number of employees 3

Target audience Donors, family foundations and social investors


Size of membership / network 750+

Membership fee, if applicable $1,700 - $75,000+

SERVICES
Services and programs Through an annual conference, seminars, special events and
learning opportunities, the GPF connects donors to issues; to
effective strategies; to potential co-funding partners; and to
emblematic agents of change from around the world.

By building, and continually refreshing a lasting learning


community, the GPF seeks to expand the number of philanthropists
who will be strategic in pursuit of international causes.

CONTACT
Point of contact info@philanthropyforum.org

PAGE 106 : Corporate Philanthropy Resource Guide


Global Reporting Initiative (GRI)
www.globalreporting.org

OVERVIEW
Mission GRI‘s mission is to create conditions for the transparent and
reliable exchange of sustainability information through the
development and continuous improvement of the GRI Sustainability
Reporting Framework.
Type of organization The Global Reporting Initiative (GRI) is an international network-
based organization that has pioneered the development of the
world‘s most widely used sustainability reporting framework and is
committed to its continuous improvement and application
worldwide. GRI is a collaborating center of the United Nations
Environment Programme (UNEP).
Year of origin 1997
Headquarters location Amsterdam, The Netherlands
International scope In 2009 over 1.300 organizations from over 65 countries actively
declare the use of GRI Guidelines and disclose their sustainability
1
performance with reference to GRI (as of July 2010) .
Senior leadership Ernst Ligteringen, Chief Executive
Mervyn E. King, Chairman of the Board of Directors
16-member Board of Directors
Up to 60-member Stakeholder Council
10-member Technical Advisory Committee
Number of employees Approximately 50
Target audience GRI reporters (all kinds of organizations of all sizes globally)
GRI report users (media, employees, financial markets,
governments, NGOs, public/consumers, trade unions)
GRI network (international network from business, civil society,
labor, and professional institutions)
Size of membership / network Organizational stakeholders: Over 550 organizations from varying
backgrounds and sectors, from over 50 countries.
Membership fee, if applicable Organizational Stakeholders voluntarily contribute annually on a
sliding scale based on annual turnover. In exchange, OS enjoy
voting rights in GRI Stakeholder Council and a set of additional
benefits.

SERVICES
Services and programs Training: GRI‘s Certified Training Program – which is
implemented by local GRI Certified Training Partners.
Developed to help report makers and users to use the GRI
Framework and GRI reports more effectively.

1
Please note that this is the number of GRI reports registered with the GRI Reporting Services. As
the Guidelines are made freely available as a public good, with no obligation to notify GRI of their
use, the actual figure is likely to be higher.

PAGE 107 : Corporate Philanthropy Resource Guide


Application Level Check: A GRI-checked Application Level is
a service for reporters that are seeking to combine a high
degree of transparency and demonstrate that their Application
Level is confirmed.
Learning Publications: The GRI Learning Publications series
aims to help make sustainability practices part of the everyday
practices of all organizations. The publications are divided into
3 categories, each aimed at a different target audience.
GRI Software & Tools Certification Program: a program for
certifying software and digital tools that contain any GRI
copyright protected content, such as the GRI Sustainability
Reporting Framework and GRI Learning Publications.
Workshops – GRI has developed different Workshops which
are given by GRI staff to provide participants with a general
introduction to GRI and the services it provides.
Research & Development publications series: Available for
free download, they support the use of the Reporting
Framework, either by providing specialized resources, issue-
specific research, linkages with other corporate responsibility
initiatives or other forms of reporting advice.
Research areas Climate Change, Human Rights, Supply Chain Reporting,
Reporting for Smaller Enterprises, Integrated Reporting,
Materiality, Stakeholder Engagement.
All research projects cover issues included in the Guidelines
through performance indicators.
GRI‘s resource documents help reporting organization to
better explore the key issues between reporting and certain
sustainability issues, fostering increased understanding of
performance and accountability dimensions of these issues.
Differentiating features of GRI‘s Reporting Framework is recognized as the global standard in
organization sustainability reporting and is developed and continuously
improved using a consensus-seeking process involving
practitioners worldwide with diverse backgrounds. Business, civil
society, labor, accounting, investors, academics, governments, and
practitioners are all included in multi-stakeholder negotiations.
Competitive advantages Strong market position, single global market player
Standard in sustainability reporting
Declared use by over 1,300 organizations worldwide
Expanding and maturing network
Captive and growing audience for reporting
Partnership with UNEP, UN Global Compact and
harmonization with other CSR initiatives
Business case for investors emerging as a driver for
sustainability reporting
Consolidation of reporting enables rating/ranking, scoring,
benchmarking within sectors
Government Advisory Group - currently consists of
representatives from 8 countries, the European Parliament
and the UNEP.
Working with Financial Markets (information providers, rating
agencies and exchanges) on embedding GRI guidelines into
their research methodologies.
Strong supply chain and SME focus

PAGE 108 : Corporate Philanthropy Resource Guide


Recent news / developments Implementation of international certified training program by
Certified GRI Training Partners worldwide
rd
From 26 to 28 May 2010 the 3 ―Amsterdam Global
Conference on Sustainability and Transparency‖ took place,
with over 1200 participants and more than 200 speakers, to
discuss and agree the next steps for sustainability reporting
Technical improvements on issues covered in the GRI G3.1
Guidelines, Sector Supplements and moving towards
Integrated Reporting

CONTACT
Point of contact Marjolein Baghuis, Director Marketing & Network
Baghuis@globalreporting.org +31 20 531 00 00

PAGE 109 : Corporate Philanthropy Resource Guide


Grantmakers for Effective
Organizations
www.geofunders.org

OVERVIEW
Mission Understanding that grantmakers are successful only to the extent
that their grantees achieve meaningful results, GEO promotes
strategies and practices that contribute to grantee success.
Type of organization Nonprofit, member organization

Year of origin 1997

Headquarters location Washington, DC


International scope Limited, around 15 international members
Senior leadership Kathleen Enright, president and CEO; Courtney Bourns, vice
president of programs; Nancy Murphy, vice president of special
initiatives; J McCray, director of operations
Number of employees 12

Target audience Grantmakers


Size of membership / network More than 2,000 individuals representing 350 organizations

Membership fee, if applicable Fees range, please visit http://www.geofunders.org/join-


benefits.aspx for details

SERVICES
Services and programs Conferences: A biennial national conference and topical
conferences.
Action Learning: Brings together grantmakers to address
pressing grantmaking challenges. Participants hear how
their peers are creating change and translate collective
lessons into immediate advances in their own work.
Services: Peer-to-peer problem-solving, skill-building
seminars and speaking engagements.
Publications: Original research, action guides, and more.
Resource Library: Online access to thousands of
philanthropy related resources.
Networking Opportunities: Connecting members through e-
mail listserv, event calendar, and online forums.

Research areas Content areas include Learning for Improvement, Leadership


Development, the Money and Stakeholder Engagement.
Differentiating features of Challenging the status quo is rarely easy, especially in a field
organization traditionally resistant to change. But we believe that smarter
grantmaking leads directly to stronger nonprofits and better results.

PAGE 110 : Corporate Philanthropy Resource Guide


To advocate for change, GEO provides its members with resources
and learning opportunities to help them improve.
Recent news / developments GEO‘s newest initiative, Scaling What Works, a nearly $5 million,
three-year project of Grantmakers for Effective Organizations, will
leverage what grantmakers are learning about how to best expand
solutions to society‘s most pressing problems. By clarifying what‘s
working on the ground, this project will ensure that public and
private resources, including SIF dollars, can more effectively flow to
the highest performing nonprofits.

CONTACT
Point of contact Membership inquiries: Laurel Jacobsen
(Jacobsen@geofunders.org) or Jason Twiss
(twiss@geofunders.org)

Information on upcoming events: Kamasha Hendrickson


(hendrickson@geofunders.org)

Publication requests: Suzi Van Sickle (vansickle@geofunders.org)

PAGE 111 : Corporate Philanthropy Resource Guide


International Business Leaders Forum
(IBLF)
www.iblf.org

OVERVIEW
Mission The International Business Leaders Forum (IBLF) works with
business, governments and civil society to enhance the contribution
that companies can make to sustainable development.

Type of organization Not-for-profit forum for businesses, NGOs, governments,


development agencies and local organizations
Year of origin 1990

Headquarters location London


International scope IBLF has offices in London, Hong Kong, Moscow, Delhi and New
York as well as partners and associates in over 60 countries
Senior leadership Graham Baxter, Acting CEO
E. Neville Isdell, Chairman of Board of Trustees & Former Coca-
Cola Chairman & CEO
Mark Foster, Vice Chairman IBLF and Group CEO, Accenture
John Brock, Chairman, IBLF Americas and Chairman, Coca-Cola
Enterprises
Paul Walsh, Deputy Chairman and Chairman, IBLF Europe & IBLF
Africa and Chief Executive, Diageo
Target audience Businesses, NGOs, governments, development agencies, local
organizations
Size of membership / network ―Supported by over 100 of the world‘s leading businesses‖
Lengthy list of Development partners
Membership fee, if applicable Corporate supporters provide annual charitable donation in line
with the extent of their engagement with IBLF‘s work, with
additional payments linked to specific projects
Other information Tiered corporate membership
1. Global Corporate Partners
2. Regional Corporate Partners
3. Program supporters

SERVICES
Services and programs IBLF offers:
The IBLF Forum, where Corporate Partners can meet and
debate in a safe space, challenging issues at the highest
level both globally and regionally.
The opportunity to be at the edge of new thinking, shaping
responses to new challenges
A bridge to working with key stakeholders and
development actors
A connected ecosystem in programme areas designed to
address the challenges of today and tomorrow

PAGE 112 : Corporate Philanthropy Resource Guide


Access to unique expertise of talented staff and a network
of associates, partners and affiliates for strategic advice
and practical approaches
Action together with others in areas that matter to your
company

We enable companies to work collectively around key themes


which are clustered in 5 areas:
Business Standards
To reduce operating costs/reputation risks in markets where
government regulation is inadequate or ineffective
Human Capital
To improve the lives of vulnerable people through business action
on education and health
Prosperity
To create sustainable employment via the core activities of
responsible business, creating wealth and prosperity
Environment
To help companies and communities cope with climate change and
other environmental issues
Partnership
To build the capacity of all sectors to work collaboratively to
achieve sustainable development goals, positioning business as a
lead partner in development

IBLF invites Corporate Partners to engage with us specifically on


one or more of these clusters. Each cluster has a number of key
programme areas where we bring together interested parties to
tackle issues, share and create new understanding, knowledge and
ways of working, and come together to set standards and drive
collective action.
Other services Corporate Partners also have the opportunity to work with us on
tailored work around discrete issues or opportunities. Such work
may be confidential to the Corporate Partner, but we will draw out
generic lessons to disseminate within and across sectors on topics
such as: employee and stakeholder engagement, cross-sector
partnership, activity reviews and case studies, community
investments and benchmarking, which will benefit all Corporate
Partners through IBLF‘s shared learning platform.
Research areas Numerous research publications and case studies
Differentiating features of Independent, unaligned to any political, partisan or national
organization interests. It is not a representative or trade organization. We
advocate and promote business leadership in corporate
responsibility and development across multiple sectors, markets
and issues and do not represent or endorse individual companies,
sectors or markets.

CONTACT
Point of contact Telephone: +44 (0)20 7467 3600
Facsimile: +44 (0)20 7467 3610
Email: info@iblf.org
Website: www.iblf.org

PAGE 113 : Corporate Philanthropy Resource Guide


International Society of Business,
Economics, and Ethics (ISBEE)
www.isbee.org

OVERVIEW

Mission The mission of the International Society of Business, Economics,


and Ethics (ISBEE) is to provide a forum for the exchange of
experiences and ideas; to enhance cooperation in cross-functional
and cross-cultural projects; and to discuss the ethical dimension of
economic, social, and environmental issues which affect companies
nationally and internationally.
Year of origin 1989

International scope Worldwide reach

Senior leadership Patricia H Werhane, President


Laura J Spence, Vice President
Deon Rossouw, Past President
Target audience Membership includes researchers, professors, business people,
attorneys, consultants, foundation executives, economists, bankers,
graduate students and others
Membership fee, if applicable General public - $20.00/year
Business firms - US$ 140.00/year
Non-profit organizations - US$ 80.00/year
SERVICES
Services and programs World Congress of Business, Economics, and Ethics
Held every four years (in Tokyo 1996, Sao Paulo 2000,
Melbourne 2004)
Networking opportunity - share information, develop joint
research projects, and initiate important contacts
Organize and present papers, discussion panels
Online access and exchange of wealth of information and ideas
Newsletter – three editions per year
Other services ISBEE Fund
Enables people from developing countries and economies in
transition to attend and participate in international business
ethics meetings, in quadrennial ISBEE congresses and
regional conferences
Research areas Website that contains free access for ISBEE members to csr.
literature.net, an online bibliography for business ethics with
approximately 6,000 professional articles in major journals on
business and economic ethics over the last 25 years
Recent news / developments Next World Congress of Business, Economics, and Ethics in 2012,
Warsaw, Poland.

CONTACT
Point of contact Dr Patrica Werhane, President of ISBEE, DePaul University,
(dpwerhane@depaul.edu) ISBEE Secretariat, Dr Lindsay
Thompson, Johns Hopkins Carey Business School, 100
International Drive, Baltimore MD 21202 (ethics@jhu.edu)

PAGE 114 : Corporate Philanthropy Resource Guide


LBG Research Institute
www.lbgresearch.org

OVERVIEW
Mission Our mission is to empower companies to better communities
through research, education and collaboration.

Through our research we educate our clients and members on the


trends and best practices in various areas of community
involvement. Our network of members is a place for community
relations professionals from both the nonprofit and for profit sectors
to share and learn from each other. The research and education
together with the collaboration, helps companies create a greater
impact, improving communities wherever they operate.
Type of organization Nonprofit, membership organization

Year of origin 2005

Headquarters location Stamford, CT USA


International scope LBG Research Institute conducts research both domestically and
globally
Senior leadership Linda Gornitsky, President, Board of Directors
Donna Devaul, Executive Director
Number of employees 1
Target client / customer / Corporate community involvement, corporate philanthropy, and
consumer workplace giving and volunteerism professionals
Size of membership / network 15

Membership fee, if applicable $5,000 per year

SERVICES
Services and programs Member newsletter, member networking events, audio conferences
and webinars available to members and the philanthropic
community. Custom research for members and non-members
include benchmarking studies, vendor research, non-profit
partner research, employee studies, attitudinal research.
Research areas Strategic philanthropy, corporate volunteerism, workplace giving,
community involvement, measurement and evaluation,
disaster relief, community relations
Key Competitors None
Differentiating features of LBG Research Institute is the only nonprofit organization that is
organization solely devoted to conducting research in the area of community
investment. By joining LBG, companies gain a trusted partner that
can provide invaluable access to the knowledge, tools and
expertise necessary to design, implement, manage and evaluate

PAGE 115 : Corporate Philanthropy Resource Guide


their national and international community investment programs,
policies and initiatives.
Competitive advantages LBG Research Institute offers quality research under the direction
of noted consultant and Institute founder Linda Gornitsky. Fast
turnaround times and competitive pricing distinguish us from other
organizations.
Recent news / developments Latest publication: ―Doing More With Less: How the Economic
Downturn Will Affect Corporate Giving in 2009‖ had an international
distribution and gained much attention from the trade press.

Recent client projects include research on strategic employee


giving programs, disaster relief, and benchmarking studies on
corporate giving and employee volunteer programs.

CONTACT
Point of contact Donna Devaul, Executive Director
lbgresearch@gmail.com, 203-240-5766

PAGE 116 : Corporate Philanthropy Resource Guide


Net Impact
www.netimpact.org

OVERVIEW
Mission Net Impact inspires, educates, and equips individuals to use the
power of business to create a more socially and environmentally
sustainable world.
Type of organization Nonprofit organization with global membership
Year of origin 1993

Headquarters location San Francisco, California


International scope Membership presence in 110 countries on 6 continents
Chapter presence in 28 countries on 6 continents
Senior leadership Liz Maw, Executive Director
Jeni Izuel, Chief Operating Officer & Chief Financial Officer
Maggie McArthur, Deputy Director
Number of employees Approximately 20 full-time employees
Target audience Current and emerging leaders with an interest in topics such as
sustainability, corporate responsibility, social entrepreneurship,
nonprofit management, and international development.
Size of membership / network More than 20,000 members and 260 chapters around the world

Membership fee, if applicable Net Impact offers annual membership to professionals, graduate
students, and undergraduate students. Membership fees vary:
Professional: US $55, International $30
Graduate Student: US $30, International $20
Undergraduate Student: US $10, International $10
Lifetime membership at all levels is $400 (one-time).

SERVICES
Services and programs Chapter Network
More than 260 volunteer-led chapters around the world,
who host 2,500 local events each year

Impact Programs:
Impact at Work, which empowers professionals to drive
social and environmental change at their office, no matter
what their job function
Campus Greening, which equips students to raise
environmental awareness and sustainability solutions at
their schools
Curriculum Change, which supports students to integrate
sustainability themes in their MBA program curriculum
Service Corps and Board Fellows, which offer pro-bono
business consulting to local nonprofit organizations

PAGE 117 : Corporate Philanthropy Resource Guide


Publications
Thought leadership reports, including student perspectives
on impactful careers
Business as UNusual , an annual guide to nearly 100
graduate business programs with a social and
environmental focus
Newsletters, including Leading Business (monthly) and Net
Impact Weekly

Career Center
Net Impact Job Board, with leading sustainability and
corporate responsibility positions around the world
Exclusive internships and fellowships with leading
organizations, foundations, and Fortune 500 companies

Events
Net Impact Conference, an annual event that brings
together more than 2,500 professionals and students for an
array of keynotes, panels, case studies, simulations, and
special events
Differentiating features of Members include both students and professionals, who are
organization applying business skills to improve the world
Members span for-profit, nonprofit, and government sectors

Competitive advantages Membership of 20,000 is the world‘s strongest networks of


people using business to improve the world
Global network enables local chapters to engage members
on the ground
Network-wide events span social and environmental topics
across industries, sectors, and geography
Net Impact Conference is one of the world‘s largest
sustainability and corporate responsibility-focused events

CONTACT
Point of contact Liz Maw, Executive Director, lmaw@netimpact.org

For general information:


info@netimpact.org or +1 (415) 495-4230

PAGE 118 : Corporate Philanthropy Resource Guide


Worldwide Initiatives for Grantmaker
Support
www.wingsweb.org

OVERVIEW
Mission WINGS is a worldwide network that seeks to strengthen
philanthropy and a culture of giving through mutual learning and
support, knowledge sharing and professional development among
its participants. WINGS also strives to give voice and visibility to
philanthropy at a global level.

Type of organization Network of grantmaker associations and philanthropy support


organizations
Year of origin January 2000

Headquarters location Manila, Philippines (until December 31, 2010)


Sao Paulo, Brazil (beginning January 2011)
International scope Worldwide

Senior leadership Ma. Socorro Camacho-Reyes (Executive Director)


Number of employees 3 full-time, 2 part-time
Target audience Grantmaker associations, philanthropy support organizations,
community foundations, corporate foundations
Size of membership / network 143 network members

SERVICES
Services and programs Global and Regional meetings
Peer Learning Events
One-2-One Exchange Visits
Publication of Toolkits; Global Status Reports on Community
Foundations and Global Status Report on Institutional Philanthropy
Research areas Institutional Philanthropy and Community Foundations
Differentiating features of Global network for philanthropy support organizations and
organization grantmaker associations
Competitive advantages Global reach with local presence in 54 countries
Recent news / developments WINGSForum 2010, with the theme Innovation and Impact: The
Role of Grantmaker Associations in Changing Society, will be held
from Nov. 18 – 20, 2010 in Como, Italy.
WINGSForum is held every four years.
CONTACT
Point of contact Liza R. Agullo
Office Manager
(info@wingsweb.org)

PAGE 119 : Corporate Philanthropy Resource Guide


Action Without Borders / Idealist.org
www.idealist.org

OVERVIEW
Mission Action Without Borders (AWB) connects people, organizations, and
resources to help build a world where all people can live free and
dignified lives. AWB is independent of any government, political
ideology, or religious creed. Our work is guided by the common
desire of our members and supporters to find practical solutions to
social and environmental problems, in a spirit of generosity and
mutual respect.
Type of organization Action Without Borders runs the website Idealist.org, a global
network of over 90,000 nonprofit organizations and 800,000 people
from around the world.
Year of origin 1995
Headquarters location New York City

International scope Global

Senior leadership Ami Dar, Executive Director


Lorene Straka, Chief of Staff
Amelia Byers, Director of Operations
Number of employees 23
Target audience Nonprofits and everyone interested in nonprofit organizations
nonprofit careers, events, and resources, and volunteering
Size of membership / network 97,500 nonprofit organizations from around the world
800,000 members. 60,000 people from around the world visit
Idealist each day.
SERVICES
Services and programs Daily Email Alerts (free): members can sign up to receive daily
emails with content posted by organizations in the previous 24
hours that match their interests and geographic area.

Nonprofit Career Center: a comprehensive online resource about


nonprofit careers

Volunteering Resource Center: a comprehensive online resource


about volunteering.

Graduate School Fairs for the Public Good: a series of fairs hosted
in cities across the United States each fall. The fairs connect
potential students with graduate school programs that focus on
areas such as social work, public interest law and nonprofit
management.
Differentiating features of Idealist is available in English, Spanish and French.
organization

CONTACT
Point of contact Lorene Straka, Chief of Staff; Lorene@idealist.org

PAGE 120 : Corporate Philanthropy Resource Guide


American Institute of Philanthropy
www.charitywatch.org

OVERVIEW
Mission The mission of the American Institute of Philanthropy (AIP), a
nonprofit charity watchdog and information service, is to maximize
the effectiveness of every dollar contributed to charity by providing
donors with the information they need to make more informed
giving decisions.
Type of organization Nonprofit charity watchdog and information service
Year of origin 1992

Headquarters location Chicago, Illinois

International scope Focus on U.S. based non-profits

Senior leadership Daniel Borochoff, President and Founder


Ray Lay, Secretary/Treasurer
Number of employees 5

Size of membership / network 9,000 individual and corporate members

Membership fee, if applicable $40 for individual membership; $200 for corporate membership;
includes April, August and December issues of Charity Rating
Guide

SERVICES
Services and programs Charity Rating Guide & Watchdog Report
Informs donors about how over 500 national charities spend
your money and keeps donors up to date on current issues
related to charitable giving
Other services Resources for donors, media and government
Research areas Nonprofit finances, governance, fundraising, accountability, and
conflicts of interest
Differentiating features of Analyzes the finances of charities rather than simply repeating what
organization charities report
Competitive advantages Fiercely independent, financially supported broadly by the general
public – not by special interests; gives low rating to some non-
profits that competitors with less stringent standards rate highly
Recent news / developments Coverage in numerous media outlets
Other information One-time sample issue of Charity Rating Guide & Watchdog Report
available

CONTACT
Point of contact Meghan Davison, 773-529-2300, aipmail@charitywatch.org,
www.charitywatch.org

PAGE 121 : Corporate Philanthropy Resource Guide


AngelPoints
www.angelpoints.com

OVERVIEW
Mission AngelPoints is where personal responsibility meets corporate
strategy. Since 2001, AngelPoints has helped leading companies
in every industry around the globe manage and measure the
impact of their CSR and sustainability initiatives.

Our mission is simple: by providing comprehensive products and


services, we make it easy and efficient to execute and scale world-
class CSR and Sustainability programs. With our tools, your
employees will commit to activities like never before and program
impact will take off, credibly and transparently.
Type of organization B-Corporation
Year of origin 2001

Headquarters location Sausalito, CA


International scope Used by companies worldwide
Senior leadership Andrew Mercy, CEO & Founder
Reade Frank, COO
Number of employees 20
Target audience Corporations, government agencies
Size of membership / network Used by +100 brands worldwide

Membership fee, if applicable None. Annual license fee.

SERVICES
Services and programs Web-based CSR management solutions, empowering companies
to expand their capacity to make social investments. Specifically:
TM
Enterprise Volunteer Solution (EVS)
Giving
Personal Sustainability Practices (PSP)
Tailored account management/training (tiered levels)
Other services Highest level of data security (SAS-70 Certified)
Single Sign On (SSO) integration capability
Rewards - Employee Recognition Module
Community Reinvestment Act (CRA) Module for financial
institutions
Allforgood.org integration connecting clients with an
extensive database of volunteer opportunities
Research areas Benchmarking employee volunteer hours, participation and other
key statistics.
Differentiating features of Integrated CSR Platform:
organization Manage employee volunteering, giving and sustainability
programs from one easy-to-use application
Reporting and Program Metrics:

PAGE 122 : Corporate Philanthropy Resource Guide


Easily collect feedback, customize reports and share key
data including impact dashboards with goal-setting
Seamless communications:
Create and promote events in minutes with seamless,
targeted employee communications
Language capabilities:
Brazilian Portuguese, French, Mandarin, Spanish
translation available, can input content in any language
Ease of use:
Clean design, quick-loading pages, intuitive navigation to
ensure a great user experience and drive engagement
Recent news / developments Please see www.angelpoints.com for up-to-date news

CONTACT
Point of contact AngelPoints Sales
415-331-4881 ext 6
sales@angelpoints.com
30 Liberty Ship Way, Suite 3150
Sausalito, CA 94965

PAGE 123 : Corporate Philanthropy Resource Guide


Charity Navigator
www.charitynavigator.org

OVERVIEW
Mission Charity Navigator works to guide intelligent giving. We help
charitable givers make intelligent giving decisions by providing
information on over five thousand charities and by evaluating the
financial health of each of these charities. We ensure our
evaluations are widely used by making them easy to understand
and available to the public free of charge. By guiding intelligent
giving, we aim to advance a more efficient and responsive
philanthropic marketplace, in which givers and the charities they
support work in tandem to overcome our nation's most persistent
challenges.

Charity Navigator is a 501 (c) (3) non-profit organization under the


Internal Revenue Code and does not accept any contributions from
any charities we evaluate.
Type of organization Charity Navigator is a 501 (c) (3) non-profit organization that rates
the financial health of thousands of America‘s best-known charities
to help donors make informed giving choices. PCWorld described
Charity Navigator as ―the Consumer Reports of the nonprofit
world."
Year of origin 2001

Headquarters location Glen Rock, New Jersey

International scope Charity Navigator only evaluates charities based in the U.S. and
registered with the IRS. However, the scope of a charity's work can
be international.
Senior leadership Ken Berger, President & CEO
Sandra Miniutti, Vice President, Marketing & CFO
Tim Gamory, Chief Information Officer & HR Manager
Joanne Reisser, VP, Development & Operations Manager
Number of employees 12
Target audience Charity Navigator‘s primary target audience is philanthropists.
However, Charity Navigator has become a trusted source of data
and analysis not just for donors, but also for corporate and
foundation grantmakers, the media, government agencies,
nonprofit managers and board members.
Size of membership / network More than 3 million unique visitors to the site annually. As of June
2010, over 200,000 individuals have become registered users and
more than 100,000 subscribe to Charity Navigator‘s monthly
newsletter.
Membership fee, if applicable Ratings, articles and studies are accessible free of charge.
Additional tools and data also available for free to registered users.

SERVICES
Services and programs Charity Navigator is the nation's largest and most-utilized evaluator

PAGE 124 : Corporate Philanthropy Resource Guide


of charities. In our quest to help donors, our team of professional
analysts has examined tens of thousands of non-profit financial
documents. As a result, we know as much about the true fiscal
operations of charities as anyone. We've used this knowledge to
develop an unbiased, objective, numbers-based rating system to
assess the financial health of over 5,000 of America's best-known
charities.

Specifically, Charity Navigator's rating system examines two broad


areas of a charity's financial health -- how responsibly it functions
day to day as well as how well positioned it is to sustain its
programs over time. Each charity is then awarded an overall rating,
ranging from zero to four stars. The site is easily navigable by
charity name, location or type of activity.

Charity Navigator believes that there are three components to


making a wise social investment. First, a social investor must
determine whether the charity is financially healthy. Second, they
should review the charity‘s accountability and transparency
practices. Third, they need to assess the charity‘s ability to deliver
social value (a sustained change for the better for people and
communities who receive services). As of July 2010, Charity
Navigator expanded its methodology to begin to include an analysis
of each charity‘s commitment to accountability and transparency. In
the near future, it plans to also include metrics that asses a
charity‘s impact.
Other services Charity Navigator‘s web site features opinion pieces by its experts,
donation tips, and top-10 and bottom-10 lists which rank efficient
and inefficient organizations in a number of categories. Charity
Navigator is also known for its in-depth studies such as Metro
Market Study (analyzes the statistical differences that exist in the
financial practices of charities located in different metropolitan
markets across America) and CEO Compensation Study.
Research areas Financial health of the largest charities in America that
depend on the public‘s support
Nonprofit executive compensation
Variations in the fiscal performance of charities based on
location, size and charitable mission
Accountability and transparency issues
Donors‘ rights
Differentiating features of Easy-to-understand ratings, financials, and other information
organization profiling over 5,000 charities
Rating system is a reliable measure of an organization‘s
financial health and fiscal responsibility
Objective evaluations
No burdensome reporting requirements for charities
User-friendly search tools
Member tools enable donors to create and record content
and to explore charity data in greater depth
News, articles, and other giving tips and resources
Competitive advantages Charity Navigator evaluates ten times as many organizations
than anyone else in America has ever attempted.
Charity Navigator accepts no funding from the charities that

PAGE 125 : Corporate Philanthropy Resource Guide


it evaluates, ensuring that the ratings remain objective.
Charity Navigator‘s ratings are accessible online for free.
Charity Navigator‘s ratings are objective, unbiased and
timely.
Charity Navigator‘s ratings methodology is completely
transparent.
Charity Navigator‘s rating system does not require that a
charity participate in the process. Therefore, charities can
not opt-out of being evaluated.
Recent news / developments Each year, million donors used the site that TIME Magazine called
"One of America's 50 Coolest Websites for 2006." Additionally, the
site is a two-time Forbes award winner for "Best of the Web," was
selected by Reader's Digest as one of the "100 Best Things about
America," and was chosen by PC World as "One of America's Top
Websites." In 2007, BusinessWeek inducted Charity Navigator into
its "Philanthropy Hall of Fame" for "revolutionizing the process of
giving." Charity Navigator was singled out in 2006, 2007 and 2008
by Kiplinger's Financial Magazine as "One of the Best Services to
Make Life Easier" and Esquire Magazine recently told its readers
that using our service was one of "41 Ways to Save the World."

Charity Navigator's leaders have provided expert analysis and


commentary on the charitable sector for The Factor with Bill
O'Reilly, most CNN programs, and each of the network morning
shows--NBC's The Today Show, ABC's Good Morning America,
and CBS's The Early Show. We have also appeared on FOX News,
CNBC, NBC Nightly News with Brian Williams, The Newshour with
Jim Lehrer, Nightline, and Comedy Central's The Daily Show,
among others, and served as contributors to National Public Radio
programs Morning Edition and All Things Considered. We have
been profiled in Fast Company magazine, Contribute, CFO
Magazine, and The Washington Post, and quoted in nearly every
major American newspaper or weekly magazine. We have
published editorials and articles on charity accountability, the role of
government regulation in the charitable sector, fund-raising ethics,
and non-profit leadership in such newspapers as The Atlanta-
Journal Constitution, The Chronicle of Philanthropy, The Seattle
Post-Intelligencer, and The Los Angeles Times.

CONTACT
Point of contact Sandra Miniutti
Vice President, Marketing & CFO
P: 201.818.1288 x105 | F: 201.818.4694
sminiutti@charitynavigator.org

PAGE 126 : Corporate Philanthropy Resource Guide


CMO Council
www.cmocouncil.org

OVERVIEW
Mission The Chief Marketing Officer (CMO) Council is dedicated to high-
level knowledge exchange, thought leadership and personal
relationship building among senior corporate marketing leaders and
brand decision-makers across a wide-range of global industries.
Type of organization Peer Powered Network of High-Level Knowledge Exchange
Year of origin 2001

Headquarters location Palo Alto, California

International scope North America


Africa
Europe
APAC
Middle East
Latin America
India
Senior leadership Donovan Neale-May: Executive Director & CEO
Liz Miller: Vice President
Number of employees 20

Size of membership / network 5,500


Membership fee, if applicable No Fee

SERVICES
Services and programs The CMO Council creates programs and services designed to add
to the intellectual capital of the leading marketing thinkers that are
members of the Council. Some of these programs and services
include:

* Thought leadership surveys and studies


* Advocacy initiatives around strategic agendas
* Intimate peer networking programs and events
* Regular convocations and gatherings
* Discussion groups and invention sessions
* Web conferences, online dialogues and webcasts
* Article sourcing and media commentary
* Knowledge bank and content archive
* Monthly eNewsletter & special eBulletins
* Career opportunity referral
* Internship placement
Research areas Marketing Industry Outlook, Customer Experience, Marketing
Supply Chains, CMO/CIO Alignment, Brand Protection, Customer
Revenue Optimization, & Geo-Branding.
Differentiating features of The CMO Council's programs and services can be invaluable to

PAGE 127 : Corporate Philanthropy Resource Guide


organization members seeking to network and engage with others in the field.
Many members are prolific producers of thoughtful content, views
and opinions. These are frequently never captured, recorded or
syndicated to others in the industry. Marketing is in a continuous
state of change and staying current with the latest practices,
processes, technologies and methodologies is a perennial problem.
The Council's programs and services are designed and supervised
by veteran marketing professionals, none of whom possess any
particular agenda or vested interest. For those who are qualified to
enter the CMO Council ranks, rich opportunities are available to
participate in thoughtful, stimulating interactions. New channels and
avenues are accessible for the presentation of views and opinions.
New mentoring roles can be assumed and greater visibility and
stature can be obtained in the industry. This is an enlightening,
engaging and rewarding experience.
Competitive advantages The CMO Council‘s network spans 90 countries around the globe,
offering in-region insights to hi-level marketing successes.
Recent news / developments http://www.cmocouncil.org/news/press_releases.asp
Other information Pause to Support a Cause will connect global corporations and
public sector partners in a new initiative to "survey the socially
beneficial way" by "donating on behalf of those participating" in
funded market research programs around the world.

http://www.surveyforgood.org/index.php

CONTACT
Point of contact Fabriano Angelo – Program Coordinator for the CMO Council
fangelo@globalfluency.com

PAGE 128 : Corporate Philanthropy Resource Guide


GlobalGiving Foundation
www.globalgiving.org

OVERVIEW
Mission GlobalGiving is an online marketplace that connects individuals and
organizations to the causes and countries they care about. Donors
select the projects they want to support, make a tax-deductible
contribution, and get regular progress updates – so they can see
their impact. GlobalGiving works with companies of all shapes and
sizes to make their CSR, community, and sustainability goals a
reality.
Type of organization 501(c)3 non-profit organization

Year of origin 2003

Headquarters location Washington, DC

International scope GlobalGiving works with partner organizations in more than 90


countries around the world.
Senior leadership Mari Kuraishi, President
Dennis Whittle, CEO
Donna Callejon, Chief Business Officer
John Hecklinger, Chief Program Officer
Number of employees 25 full-time staff

Target audience GlobalGiving implements philanthropy and CSR solutions for


organizations of all types. Our clients range from Fortune 500
companies to mid-size non-profit organizations.
Size of membership / network We work with hundreds of small grassroots organizations around
the world and have had more than 100,000 donors to date. To
browse through our projects, visit our site at www.globalgiving.org.

SERVICES
Services and programs Strategic philanthropy: We find and vet projects to meet
companies‘ strategic and philanthropic interests
Cause marketing: We power cause marketing campaigns
through unique, user-friendly branded platforms
Employee engagement: We design customized giving
portals, matching promotions, and other programs to
engage employees in companies‘ philanthropic goals
Gift cards: A specially-branded, unique solution for
recognizing clients, employees and other stakeholders
Programmatic services: Customized, specialized projects
and campaigns to meet companies‘ specific requirements
Other services We offer the use of our API and other technological tools to facilitate
the giving process.
Research areas We are currently developing innovative new ways for beneficiaries to

PAGE 129 : Corporate Philanthropy Resource Guide


give feedback to program designers, leading to more effective and
participatory development programs.
Differentiating features of The breadth of our project network: we work with hundreds
organization/Competitive of high-impact organizations all over the world
advantages Our unique online platform that connects donors to social
entrepreneurs
Our flexibility: we leverage our platform and project network
in many different ways to meet the needs of our clients
Recent news / developments Successful recent projects include supporting Pepsi‘s $20 million
Refresh Everything project and designing an employee giving portal
for Nike‘s worldwide employee base.

CONTACT
Point of contact Marisa Glassman
Business Development Manager
mglassman@globalgiving.org
202-232-5784

Ingrid Embree
Director of Strategic Partnerships
ingrid@globalgiving.org
202-232-5784

PAGE 130 : Corporate Philanthropy Resource Guide


GreenNonprofits.org
www.greennonprofits.org

OVERVIEW
Mission GreenNonprofits, Inc. is a 501 (c) 3 organization that aims to
educate and assist nonprofit organizations, corporations and
foundations in becoming more environmentally aware and friendly
– through developing and executing a cutting-edge approach to the
topic which has become more prominent over the past decade…
with global warming at the forefront and the occurrence of a bevy of
deadly, natural disasters around our globe.

GreenNonprofits has published The Nonprofit Guide to Going


Green with John Wiley and Sons.

GreenNonprofits, Inc. seeks to foster relationships and partnerships


that address the environmental needs in America and around the
globe. It seeks to partner with nonprofit organizations and
corporate foundations that focus on the environment and helping to
highlight awareness and developing solutions to the atmospheric
issues that face our society today. Through its fundraising,
conference, certification, global awards program and membership
activities, GreenNonprofits will encourage all members of our
society to help make an environmental difference by donating their
time, talents and money to the cause.
Type of organization Nonprofit Charitable organization

Year of origin 2007

Headquarters location Washington, DC

Senior leadership Ted Hart, CEO


Governed by a 7 member board of directors
Number of employees 2
Target audience Large and small nonprofits

SERVICES
Services and programs Educational services
The Nonprofit Guide to Going Green
GreenNonprofits.org Newsletter
GreenNonprofits Resource Center
Other services GreenNonprofits certification program
Recent news / developments The Nonprofit Guide to Going Green has been published and
released.

CONTACT
Point of contact Ted Hart, CEO, 888-994-7336,tedhart@greennonprofits.org
th
1101 15 St NW, Suite 200, Washington, DC 20005

PAGE 131 : Corporate Philanthropy Resource Guide


GuideStar
www.guidestar.org

OVERVIEW
Mission GuideStar's mission is to revolutionize philanthropy and nonprofit
practice by providing information that advances transparency,
enables users to make better decisions, and encourages charitable
giving.
Type of organization Nonprofit
Year of origin 1994
Headquarters location Washington, DC; additional office in Williamsburg, Virginia

Senior leadership Robert Ottenhoff, President and CEO

Number of employees 60
Target audience Nonprofits, professionals, and individual donors
Size of membership / network 1.8 million organizations in GuideStar‘s database; approx. 16,148
nonprofits voluntarily providing updated information to GuideStar
through the GuideStar Exchange program; 5.3 million IRS Forms
990 in GuideStar‘s database.

SERVICES
Services and programs Provides tools that support:
charity verification
compensation benchmarking
research on nonprofits and the nonprofit sector
qualification
market analysis
outreach
development
oversight
Differentiating features of Provide information on the programs and finances of 1.8 million
organization nonprofits recognized by the IRS; make data available through free
and paid services.
Competitive advantages We are the largest and best-known provider of nonprofit
information. We have data on 1.8 million charitable organizations
in our database.

CONTACT
Point of contact Lindsay J.K. Nichols, (202) 637-7614 , lnichols@guidestar.org

PAGE 132 : Corporate Philanthropy Resource Guide


The JK Group, Inc.
www.easymatch.com

OVERVIEW
Mission Since our founding in 1989, JK Group‘s mission has been to
provide its clients with the most comprehensive, technologically
advanced and cost-effective solutions to corporate philanthropic
programs.
Type of organization For profit company

Year of origin 1989


Headquarters location Plainsboro, New Jersey

International scope JK Group supports charitable programs for clients with programs in
six continents and performs ―equivalency determination‖ vetting of
charities regardless of location as well as issue payments in local
currency.
Senior leadership Roy Kaplan, President
Rita Kusler, CFO/COO
Number of employees 205 employees
Target audience Corporations, Corporate foundations
Size of membership / network JK Group currently supports nearly 275 clients worldwide. This
year JK Group will process two million transactions, resulting in one
million payments to charitable organizations totaling $920 million.

SERVICES
Services and programs Matching Gift Program Administration
Volunteer Grants/ Event Management Administration
Employee Giving Campaign Administration
Grants Administration
Disaster Relief Efforts
PAC Match Programs
International Programs
Other services Each year, JK Group holds Day of Learning events throughout the
U.S., where representatives from companies across a wide ranges
of industries gather to discuss and share issues critical to the
success of corporate philanthropic programs.
Research areas JK Group can offer its clients detailed benchmarking data across a
wide variety of programs, and can gather specific program/industry
information as requested by our clients—all at no additional cost.
Differentiating features of JK Group has established the most stringent financial protocols and
organization data security measures in the industry, intended to provide
companies with the highest level of confidence that corporate and
employee funds, as well as sensitive information, are processed in
the most professional and secure manner. In addition, no other
company has the level of resources and industry experience to

PAGE 133 : Corporate Philanthropy Resource Guide


support corporate philanthropic programs. JK Group does not offer
―packaged applications‖ that offer little flexibility and are updated
every six-twelve months. Our solutions are ―evergreen‖, continually
being enhanced so that we may offer customized solutions that
meet the ever-changing need of our clients.
Competitive advantages In addition to offering company branded, customized solutions,
websites can be ―regionalized‖ so that employees can view
different text, photos, giving options, etc. depending on their
location, thus enhancing the user experience. JK Group does not
commingle any of its client data or dollars, and can provide its
clients with reporting that is integrated across all programs that we
support on their behalf.
Recent news / developments JK Group is currently migrating all of its solutions to a .Net platform,
which will allow our clients significantly higher levels of content
management, as well as incredibly quick launch times.

CONTACT
Point of contact Paul Kalomeris, Director of Business Development, 415.459.8633,
paul.kalomeris@easymatch.com

PAGE 134 : Corporate Philanthropy Resource Guide


National Committee for Responsive
Philanthropy
www.ncrp.org

OVERVIEW
Mission For more than 30 years, the National Committee for Responsive
Philanthropy has served as the country‘s independent watchdog
of foundations. NCRP promotes philanthropy that serves the public
good, is responsive to people and communities with the least
wealth and opportunity, and is held accountable to the highest
standards of integrity and openness.
Type of organization 501(c)(3) public charity

Year of origin 1976

Headquarters location Washington, DC

Senior leadership Diane Feeney, Board Chair


Aaron Dorfman, Executive Director
Number of employees 11
Target audience Policymakers, media, foundation officials, general public
Size of membership / network Approximately 320 organizations

Membership fee, if applicable Varies based on size and budget of institution

SERVICES
Services and programs Research and advocacy
Research areas Philanthropy
Differentiating features of NCRP is the only independent watchdog of foundations
organization
Recent news / developments Recent reports on benefits and return on investment from funding
nonprofit advocacy and community organizing;
http://www.ncrp.org/campaigns-research-policy/communities/gcip
& Criteria for Philanthropy at Its Best
http://www.ncrp.org/paib

CONTACT
Point of contact info@ncrp.org; www.ncrp.org
202-387-9177

PAGE 135 : Corporate Philanthropy Resource Guide


NPower NY
www.npowerny.org

OVERVIEW
Mission NPower‘s mission is to connect nonprofits to the best and most
affordable IT. Founded ten years ago, NPower is a national
nonprofit located in New York City that helps hundreds of nonprofits
across the country improve their IT and the communities they
serve.
Type of organization Nonprofit technology advisor and service provider
Year of origin 2000
Headquarters location New York, NY

Senior leadership Christopher Wearing, Chairman of the Board


Frank Bisignano, Vice Chairman of the Board
Stephanie Cuskley, Executive Director
Number of employees 42

Size of membership / network Over 600 nonprofits and other stakeholders throughout New York
City
Membership fee, if applicable N/A

SERVICES
Services and programs NPower‘s strategy is to reach more nonprofits by engaging more
corporate IT leaders. We are making powerful connections
between socially responsible companies and the nonprofits we
serve. Three programs core to our strategy are:

Professional Services
NPower NY helps nonprofits operate, grow and transform their
organizations through a range of professional services provided
for discounted fees. Utilizing expertise provided by staff and
partners, NPower offers best-in-class service and solutions that
include: Planning, Solution Selection/Development, Websites
and Infrastructure Support including Managed Network
Services.

IT Workforce Development
NPower‘s IT Workforce Development programs provide
disconnected young adults with skilled IT training to fill the
need for a growing IT workforce. The program offers 24 weeks
of free classroom training, professional and personal skills
development, field internships and follow-up guidance and
placement services to over 100 young adults each year.
Additionally, students are offered Microsoft Outlook and Cisco

PAGE 136 : Corporate Philanthropy Resource Guide


Certification. As testimony to its success, the program has an
80% graduation rate and many of its alumni have ascended to
management-level IT roles.

The Community Corps


NPower is building an online, skilled volunteer portal to
connect corporate IT volunteers to nonprofits with IT needs.
Developed in close partnership with founding partners
JPMorgan Chase and Accenture, The Community offers IT
projects ranging from Website Usability Assessment to
SharePoint Fundamentals to Technology Advisory Assistance.
Research areas Nonprofit IT, Skilled Volunteering, Workforce Development
Competitive advantages Corporate access, 10+ years of nonprofit experience

CONTACT
Point of contact Melinda Chang
Manager, Strategic Projects
212-444-7248
Melinda.Chang@NPowerNY.org

PAGE 137 : Corporate Philanthropy Resource Guide


People to People Fundraising
www.p2pfundraising.org

OVERVIEW

Mission People to People fundraising is an organization devoted to


fostering the use of the Internet for philanthropic purposes. People
to People Fundraising serves multiple constituencies, most
importantly, non-profit organizations and the general public.

People to People Fundraising has as its primary mission to provide


the most current and accurate information for charities on website
design, online fundraising, social media and mobile fundraising.

The rapid onset of increasingly advanced and complex


technologies has challenged nonprofits to invest with their sparse
resources in attempting, and sometimes failing, to keep pace with
strategies that work.

Under the guidance of Ted Hart, ACFRE internationally acclaimed


expert, this organization follows the ePhilanthropy Foundation and
has expanded that work to include social media and mobile
fundraising.
Type of organization Education organization

Year of origin 2000

Headquarters location Washington, DC

Senior leadership Ted Hart, CEO


Dianne Peach, Marketing, Education and Initiatives
Number of employees 4
Target audience Large and small nonprofits

The major focus of People to People Fundraising is nonprofit


organizations and the publics they serve, and to foster an online
environment in which donors and potential donors can feel secure
about their online transactions with non-profit organizations.

SERVICES

Services and programs Educational services


The Nonprofit Coach Radio Show
Global and National training seminars
Free Podcasts
People to People Fundraising newsletter (23,000+
subscribers)

PAGE 138 : Corporate Philanthropy Resource Guide


eLearning: 40 + online courses

Other services The Nonprofit Coach Radio Show on the BlogTalkRadio


Network + podcasts available via iTunes.
Global experts share their best information and tips on this
weekly radio show.
Recent news / People to People Fundraising provides the industries annual
developments estimate of online fundraising in the USA and Globally. Estimated
that total online giving in the United States in 2009 reached
approximately $15.48 billion (USD) and Globally surpassed $30
billion (USD)

CONTACT
Point of contact Dianne Peach
Manager: Marketing, Education and Initiatives
888-994-7336
dpeach@p2pfundraising.org
th
1101 15 St NW, Suite 200
Washington, DC 20005

PAGE 139 : Corporate Philanthropy Resource Guide


Points of Light
www.pointsoflight.org

OVERVIEW
Mission Points of Light Institute inspires, equips and mobilizes people to
take action that changes the world. The institute has a global focus
st
to redefine volunteerism and civic engagement for the 21 century,
putting people at the center of community problem-solving. We are
organized to innovate, incubate, and activate new ideas that help
people act upon their power to make a difference. We operate
dynamic business units that share our mission: HandsOn Network,
MissionFish, and the Civic Incubator, which includes a youth
service division called generationOn and AmeriCorps alums.
Type of organization Nonprofit

Year of origin 1990


Headquarters location Atlanta, GA
International scope Includes 250 HandsOn Network action centers in 16 countries
Senior leadership Michelle Nunn, CEO
Neil Bush, Chairman of the Board
Target audience Corporate, nonprofit, government agency, volunteers, schools
Size of membership / network HandsOn Network of 250 action centers working with 70,000
corporate, faith, and nonprofit associations.
SERVICES
Services and programs - MissionFish, the charitable fundraising arm of eBay
- AmeriCorps alums
- generationOn, youth service and service learning
- Corporate Service Council, companies leading the way in
volunteerism
- Global volunteering
- HandsOn University, volunteer leadership training
- Corporate employee engagement
- Skills-based volunteering
Other services - President‘s Volunteer Service Awards
- Daily Point of Light Award
- The Extra Mile honorees
- Corporate Engagement Award of Excellence
st
Differentiating features of Redefines service and volunteerism for the 21 century through
organization action, mobilization, thought leadership, and innovation
Competitive advantages HandsOn Network division is the largest mobilizer of volunteers on
the world.
Recent news / developments Co-Convener of annual National Conference on Volunteering and
Service, the world‘s largest gathering of government, nonprofit, and
corporate leaders around volunteerism
Other information In 2009, HandsOn Network action center volunteers provided 30
million volunteer hours valued at $626 million.
CONTACT
Point of contact Media: Catherine Shen, cshen@pointsoflight.org, 404-979-2903

PAGE 140 : Corporate Philanthropy Resource Guide


Public/Private Ventures (P/PV)
www.ppv.org

OVERVIEW
Mission Public/Private Ventures (P/PV) is a national nonprofit organization
whose mission is to improve the effectiveness of social policies,
programs and community initiatives, especially as they affect youth
and young adults. In carrying out this mission, P/PV works with
philanthropies, the public and business sectors, and nonprofit
organizations.

P/PV's staff is composed of policy leaders in various fields;


evaluators and researchers in disciplines ranging from economics
to ethnography; and experienced practitioners from the nonprofit,
public, business and philanthropic sectors.

P/PV's work addresses a wide range of critical social issues, and


involves a varied group of sectors and institutions. This diversity
provides us with the perspective and experience to assist
policymakers, funders and communities in setting priorities and
identifying realistic opportunities for advancing promising or proven
policies and practices.
Type of organization Nonprofit
Year of origin 1978
Headquarters location Headquartered in Philadelphia, with offices in New York and
Oakland, California.
Senior leadership Matthew McGuire, Chair of Board
Nadya K. Shmavonian, President
Jacquelynne S. Eccles, Chair of Research Advisory Committee
David Bernhardt, Chair of Institutional Review Board
Number of Employees 55
Target audience Programs and policies that affect children, youth, young adults and
families living in high-poverty communities.
Size of membership / network P/PV currently manages more than 70 projects, working with
approximately 320 nonprofit partners.

SERVICES
Services and programs For 30 years, P/PV has taken a leadership role in tackling the
challenges low-income communities face, using an approach
rooted in three core principles:

Innovation: We work with leaders in the field to identify


promising existing programs or develop new ones;
Research: We rigorously evaluate these programs to
determine what is effective and what is not; and
Action: We reproduce model programs in new locations,
provide technical assistance where needed and inform

PAGE 141 : Corporate Philanthropy Resource Guide


policymakers and practitioners about what works.

Other services P/PV welcomes the opportunity to partner with corporate


philanthropists and social entrepreneurs interested in strengthening
the quality of social programs and policies through rigorous
research, strong training and technical assistance; the incubation of
new ideas that improve the lives of children, youth and families in
high-poverty communities, sharing of credible evidence about what
works and what doesn‘t; and taking proven programs and initiatives
to regional and national scale.
Research Areas Mentoring, after-school programming, juvenile justice, youth
development, prisoner reentry, health, workforce development,
program replication.
Differentiating features of As a leader in designing, managing and testing innovative
organization programs that have national implications, P/PV has the experience
and expertise to bring new ideas with significant financial backing
to fruition.

Multi-site Initiatives: P/PV is a leader in managing complex, large-


scale initiatives designed to mobilize promising national solutions to
critical social problems.

Quality Research & Evaluation: P/PV‘s research department


specializes in blending qualitative and quantitative research
methods to examine program effectiveness from various strategic
vantage points. By combining outcomes studies with strong
implementation research, our evaluations are designed to help
programs and external audiences understand not just whether
programs work but how they work.

Program Replication: P/PV partners with funders, programs and


communities to bring effective social programs to scale. P/PV helps
programs define their essential elements, plan strategically for
growth and manage replication efforts to ensure quality.
Competitive Advantage 30-year-plus history of success.

Capacity to advance local, state and national initiatives, and work


with a range of community stakeholders.

Fiscal stability: At the end of fiscal year 2008, P/PV had


accumulated net assets in excess of $19 million—$9.8 million in
cash and investments and $10.9 million in contracts and grants.

Influence on public policy: All P/PV publications are circulated


widely to key stakeholders, influential decision-makers,
practitioners and funders, and all are available for free download on
the web.

Strong internal systems designed to ensure high-quality work,


organizational effectiveness and accountability.
Recent News / Developments Nadya K. Shmavonian, with close to 25 years of experience in and
around philanthropy, assumed leadership of P/PV in 2010.

PAGE 142 : Corporate Philanthropy Resource Guide


P/PV recently published findings from the first random assignment
evaluation of sector-focused job training efforts in the report Tuning
In to Local Labor Markets. The encouraging outcomes from the
study have been highlighted in many national publications,
including The New York Times, TIME Magazine, Newsweek, The
Huffington Post and the Chronicle of Philanthropy.

CONTACT
Point of contact Nadya K. Shmavonian
President
nshmavonian@ppv.org

Chelsea Farley
Vice President for Communications
cfarley@ppv.org

Phone: 215-557-4400

PAGE 143 : Corporate Philanthropy Resource Guide


TechSoup Global
www.techsoupglobal.org/

OVERVIEW
Mission TechSoup Global

TechSoup Global (www.techsoupglobal.org) is a nonprofit working


towards the day when every nonprofit and social benefit
organization on the planet has the technology resources and
knowledge it needs to operate at its full potential.
Type of organization TechSoup Global, a 501(c)(3) nonprofit, was founded on the belief
that technology is a powerful enabler for social change. We‘ve
assembled a worldwide network of individuals and organizations
that share this conviction. This network includes foundations and
corporations, governments and NGOs, social entrepreneurs and
volunteers. Together, these unlikely allies have developed
sustainable, community-driven technology solutions to meet today‘s
most urgent social challenges.

TechSoup Global and our TechSoup.org have become a fertile


meeting ground for the nonprofit technology community, where
organizations come to share and learn, get support from volunteer
experts, and discover how to use technology in environmentally
sustainable ways. Through our blogs, online forums, event listings,
online social networks, and face-to-face meetups, organizations
can easily ask questions, connect with others, and share
experiences.

As of June 2010, TechSoup Global has served more than 127,000


organizations, distributed almost 6.3 million software and hardware
product donations, and enabled recipients to save more than
US$1.8 billion in IT expenses in 33 countries around the world.
Year of origin 1987
Headquarters location 435 Brannan Street, San Francisco, CA 94107
International scope TechSoup Global now provides technology information to
individuals and organizations in more than 190 countries, and,
through the TechSoup Global Network of capacity-building NGOs,
manages product donations to more than 80,000 organizations in
33 countries,

NGOsource

NGOsource, a project of the Council on Foundations and


TechSoup Global, has been designed to be an equivalency
determination information repository (EDIR) service to help U.S.
grantmakers streamline their international grantmaking procedures.

The NGOsource EDIR was conceived by grantmakers as a quick,


reliable, affordable, and easy-to-use web-based service to help
U.S. grantmakers evaluate whether an NGO outside of the U.S. is
the equivalent of a U.S. public charity. NGOsource is expected to
dramatically improve the efficiency of international grantmaking and

PAGE 144 : Corporate Philanthropy Resource Guide


inspire a significant increase in cross-border philanthropy.

Senior leadership Daniel Ben-Horin, Founder and co-CEO


Rebecca Masisak, co-CEO
Marnie Webb, co-CEO
Number of employees 180
Size of membership / network The Network manages product donations to more than 80,000 and
provides information to individuals and organizations in more than
190 countries.

The NetSquared network has ―NetSquared Local‖ groups in 70


cities around the world, reaching 24,500+.

In the United States, TechSoup.org reaches more than 300,000


individuals, and has a blog read by 50,000. The number of unique
monthly visitors to TechSoup.org is 459,000 (about 10% from
outside the U.S.).

SERVICES
Services and programs TechSoup.org

Our flagship program, TechSoup.org (www.Techsoup.org), helps


nonprofit organizations and libraries access the technology
resources and knowledge they need to operate at their full
potential. Each month more than 300,000 individuals visit
TechSoup.org to make informed technology decisions, become
part of a community, and request product donations.

TechSoup.org has a catalog of nearly 450 products generously


donated by a growing roster of 42 technology corporations,
including industry leaders such as Microsoft, Adobe, Cisco, Intuit,
and Symantec. To date, these partners have made more than U.S.
$1.5 billion in product donations available to the nonprofit sector.
Other services TechSoup for Libraries

TechSoup for Libraries is a proving ground for peer-to-peer


learning. In 2009, we completed a three-year project funded by the
Bill & Melinda Gates Foundation to promote sustainable best
practices for the technical support of public access computing in
America‘s public libraries. The project, which created a vibrant
nationwide community of librarians and library staff, was a proving
ground for TechSoup Global, allowing us to demonstrate the
efficacy of an open platform for peer-to-peer learning and
collaboration.

Based on the success of this program, we are now assisting the Bill
& Melinda Gates Foundation in processing software donations for
public and municipal libraries in several Eastern European
countries, including Romania, Poland, Bulgaria, and Ukraine, and
may expand the program to include other regions.

NetSquared Partner Challenges

In addition to the more than 24,500+ people participating in

PAGE 145 : Corporate Philanthropy Resource Guide


NetSquared Locals in 70 cities around the world, NetSquared also
developed a challenge model in 2004 to identify, profile, and
accelerate innovative projects. When we launched the first
NetSquared Challenge, the model was a relatively new concept
that has since ballooned into its own industry.

Over the last five years, more than 680 social benefit projects have
been submitted and a total of U.S. $376,000 has been awarded. In
Fiscal Year 2009, we introduced NetSquared Partner Challenges,
collaborating with institutions like UC Berkeley Human Rights
Center and USAID to identify innovative projects addressing
specific social issues.

In 2009, NetSquared‘s USAID Development 2.0 Challenge was


featured in President Obama‘s Open Government Innovation
Gallery, for allowing the U.S. government to ―identify compelling
projects and ideas being developed around the world, to bring
attention and support to the best, and to enable great innovators to
collaborate with each other.‖

GreenTech and the Refurbished Computer Initiative

GreenTech and the Refurbished Computer Initiative are programs


in which refurbished corporate IT equipment is made available at
low cost to nonprofits and low-income families. (In 2008, the
initiative was awarded a $500,000, two-year grant by the California
Emerging Technology Fund).

Nonprofits in Second Life

Our efforts in Second Life began in 2005 with the founding of the
Nonprofit Commons and today include four virtual locations and
membership spanning 400 organizations in 62 countries. In our
experience, a virtual community provides crucial opportunities for
collaboration and networking that would be impossible in the real
world for financial and physical reasons and for matters of safety
and sensitivity.
Research areas We continue to look for new ways to leverage our network to create
far-reaching change. How do we gain insight from our unique
perspective across thousands of NGOs around the world? How do
we share it in a meaningful way? How can we make our structures
more transparent, allowing more people to build on our work and
contribute their knowledge and resources? What can a
technologically empowered, networked, worldwide NGO sector
accomplish? These are the questions that fuel our work. And we‘ll
continue to collaborate with you, our network of contributors, on
these and other critical questions facing us in 2010 and beyond.
Differentiating features of Leverage for Philanthropic Initiatives
organization
In FY 2009, TechSoup Global‘s $20 million operating budget
included $15.5 million earned revenue and only $4.6 million in
contributed revenue.

Because this earned revenue is closely connected to the need it


fills, it is a highly sustainable form of program funding. This

PAGE 146 : Corporate Philanthropy Resource Guide


economically sustainable model gives us the freedom to pursue
innovative ideas to uplift the nonprofit sector, while remaining a
financially sound investment.

The financial success of the TechSoup.org donation program has


enabled TechSoup Global to obtain and leverage additional
philanthropic support (primarily from the Gates, Surdna, Mott,
Kellogg, Zero Divide and California Emerging Technology Fund
foundations) and create a portfolio of innovative programs including
NetSquared, TechSoup for Libraries, GreenTech, and the
Refurbished Computer Initiative in which old corporate IT
equipment is made available at low cost to nonprofits and low-
income families. (In 2008, the initiative was awarded a $500,000,
two-year grant by the California Emerging Technology Fund,)
Competitive advantages Sustainability

In the past 23 years, our work has profoundly enhanced the


technology capacity of the U.S. nonprofit sector. When we started
expanding our programs internationally, we found that the existing
technology supply chain was often broken, NGOs used significant
program resources to apply for product donation grants, technology
corporations struggled to handle requests, and regulations
governing NGOs varied from country to country.

The TechSoup Global Network offers a more effective way of


ensuring that NGOs have access to the technology they need. We
partner with independent NGOs around the world, delivering the
relationships, technology, and expertise necessary to allow them to
become access points to information and donations for their
communities.

Our Partner NGOs customize these offerings, allowing their


beneficiaries to receive the best local and global technology
resources. It‘s a flexible solution that builds regional capacity and
strengthens local relationships. But the most important
achievement of the TechSoup Global Network has been the
creation of a community of technology activists.
Recent news / developments April 2010: TechSoup Global and GuideStar International, a U.K.-
registered charity that promotes transparency and civil society
organization (CSO) reporting, combined operations in order to
strengthen their respective capacity-building programs for civil
society. The two organizations share a mission to benefit global
civil society through the provision of technology, information, and
resources.
Other information TechSoup Global’s complete press coverage can be found at:
www.techsoupglobal.org/press/mediacoverage

CONTACT
Point of contact Erica Scheidt, Director, Marketing and Communications
escheidt@techsoupglobal.org

PAGE 147 : Corporate Philanthropy Resource Guide


VolunteerMatch
www.volunteermatch.org

OVERVIEW
Mission The mission of VolunteerMatch is to strengthen communities by
making it easier for good people and good causes to connect.
Type of organization National Nonprofit and Software Provider

Year of origin 1998

Headquarters location San Francisco, California

International scope Primarily United States with listings in 70 countries


Senior leadership Greg Baldwin, President, William Holderness, CFO, Greg Price,
Executive Sales Director
Deborah Dinkelacker, Former President
Jay Backstrand, Co-Founder
Number of employees 30
Target audience Local Nonprofits, National Nonprofits, Corporations, and Volunteers
Size of membership / network Membership over 1 million; over 73,000 nonprofits; 132 Corporate
Clients; 14 National Nonprofit Partnership Clients (PPPs)
Membership fee, if applicable Free Basic services for nonprofits
Tools for Corporate Employee Volunteer Programs as well as
Cause Marketing Campaigns.

SERVICES
Services and programs Services for Corporations
Tools: Special Event Manager, Single Sign-on, Search and
Match, QuickStart, Metrics and Reporting, Hours Tracking,
Group Invitations, Company-only Opportunities, Customized
Home Page, Branding Package, Dollars for Doers Tracking,
Service Support
Other services: Best practice network (summit, web
conferences, newsletter)
3 tiers of services:
1. Client Care (Basic support for Employee Volunteer Tools,
set-up and launch, end user support, administrator training
and support, and quarterly reporting; Benchmarked Metrics)
2. Program Support (Client Care, plus program launch &
communications strategies, ongoing program planning,
volunteer champion training, and best practices
implementation support)
3. Site Administration (Program Support, plus assigned Client
Relations Manager acting as extension of team for maintaining
home-page and company-only event content, customized
training, and ongoing strategic planning)
Services for Nonprofits
Preferred Partnership Program
Formal partnerships with organizations like American Red
Cross, Senior Corps, Habitat for Humanity, Easter Seals, and

PAGE 148 : Corporate Philanthropy Resource Guide


National Multiple Sclerosis Society to help affiliates recruit and
manage volunteers
Basic and Community Leader—2 levels of service offered
(basic is free, CL has more enhanced offerings for a fee)
Services for Individuals
Search tools, features, newsletters to make it easy to find a
volunteer opportunity that fits interests, skills and schedule
Newsletter, Online, Conferences
Other services Cause Marketing support for corporations
-Promote Volunteering and Build Brand Reputation.
-VolunteerMatch-powered solutions help clients align their
brands with positive action in their community, appeal to new
customers, and promote volunteerism.
Current client examples include Country Music Television, BMW
Mini, Coca-Cola, Take Part/American Express
Research areas Boomer Volunteering, Employee Volunteer Program benchmarks
and Corporate Volunteering, Corporate and Nonprofit Technology,
National Nonprofit Recruitment
Differentiating features of ―Preferred Internet recruiting service for more than 73,000
organization nonprofits and growing across the country‖
Recent news / developments National Partnerships with the American Cancer Society, Feeding
America, as well as Corporate Partnerships with NFL, The World
Bank, 3M, and Tom‘s of Maine (Cause Campaign Client)

New Boomer research study entitled ―Great Expectations: Boomers


and the Future of Volunteering‖ – released second book in series
07/2010.

CONTACT
Point of contact Lauren Wagner, Senior Associate, Business Development
(415) 241-6855, solutions@volunteermatch.org

PAGE 149 : Corporate Philanthropy Resource Guide


International Finance Corporation
www.ifc.org

OVERVIEW
Mission The mission of the International Finance Corporation (IFC): To fight
poverty with passion and professionalism for lasting results. To
help people help themselves and their environment by providing
resources, sharing knowledge, building capacity, and forging
partnerships in the public and private sectors
Type of organization IFC is owned by its 182 member countries. Corporate powers are
vested in its Board of Governors, which meets annually and
delegates many of its powers to a Board of Directors. Working at
headquarters, the Board of Directors reviews all investment
projects and major policy decisions. Both boards represent IFC‘s
member countries.

IFC coordinates its activities with other institutions of the World


Bank Group but is legally and financially independent.

IFC‘s share capital is provided by its member countries, who vote in


proportion to the number of shares held.
Year of origin 1956
Headquarters location Washington, DC
International scope More than 100 offices worldwide in 86 countries
Senior leadership Robert B. Zoellick, President
Lars H. Thunell, Executive Vice-President and CEO
Number of employees IFC has about 3,402 staff, of whom over half work in field offices.
Target audience Private investors in emerging markets
Size of membership / network In IFC‘s 2009 Fiscal year it invested in 447 new projects in 103
countries and provided advisory services with 227 new projects in
69 countries.
IFC spent $14.5 billion in financing: $10.5 billion for IFC‘s own
account, $4.0 billion mobilized
$34.5 billion committed portfolio, representing investments in 1,579
companies
IDA countries account for half of IFC projects.
Overall:
IFC invested $1.8 billion in Sub-Saharan Africa
This was a 30 percent increase over the past year.

In contrast with the sharp decline in private capital flows worldwide,


IFC investment held up well at $14.5 billion for the year
IFC fulfilled its countercyclical role, providing help when and where
it was needed most
Despite the impact of the crisis on financial markets, IFC earned
net income of $299 million for the year, before a $450 million
transfer to IDA
Last year IFC‘s clients provided:

PAGE 150 : Corporate Philanthropy Resource Guide


2.1 million jobs
$90.6 billion in SME loans and $9.3 billion in microfinance
loans
220 million telephone lines
20.5 million people with clean water
17 million people with power connections
5.5 million patients with health care services
SERVICES
Services and programs IFC promotes private businesses in developing countries by
making loans and equity investments, helping companies mobilize
financing in the international financial markets, and providing
advisory services to businesses and governments.

Financial Products:
Loans and intermediary services
Equity and quasi-equity
Syndications
Structured and securitized products
Risk management products
Trade finance
Subnational finance
Treasury operations

Advisory Services:
Access to Finance
Sustainable &
Inclusive Markets
Investment Climate
Public-Private Partnerships
Research areas Poverty Reduction
Health and Education
Agriculture
Environment and Sustainable Development
Private Sector Development
Differentiating features of Development Impact. In addition to sound financial results
organization for clients, IFC seeks ways to improve individual lives,
broaden opportunities for entrepreneurs, and contribute to
the economic, social, and environmental well-being of
communities. IFC measures the impact of its investments
and advisory services and applies lessons learned.
World Bank Association. As a member of the World Bank
Group, IFC can offer a greater breadth of advisory services
than any other private sector development finance
institution.
Market Discipline. IFC has proved each year since 1956
that private investments—subject to the discipline of the
marketplace — can result in profitable, sustainable
businesses in developing countries.
Financial Sector Influence. IFC‘s deep involvement with the
financial sector, including commercial banks in both
industrialized and developing countries, allows us to
catalyze three to four private sector dollars for every dollar
we invest and multiply the impact of these investments.
Long-Term Partnerships. Over the course of long-term

PAGE 151 : Corporate Philanthropy Resource Guide


relationships with clients, IFC adds value through an array
of financial products as well as advisory services.
Sustainable Investments. IFC ensures that investments do
more than simply improve a company‘s balance sheet —
we help clients adopt practices that strengthen their
business while simultaneously enhancing the development
impact of the investment.
Corporate Governance. IFC aims to help companies
improve standards of governance, focusing on shareholder
and stakeholder rights, board member duties, disclosure,
and effective enforcement.
Preferred Creditor Status. In the event of a currency crisis
in a particular country, participants in IFC‘s syndicated
loans share fully in our status as a preferred creditor,
including access to foreign exchange.
Competitive advantages Extensive network of clients, bilateral donors and
foundations
Extensive field presence
Over 50 years of private sector knowledge and experience
Monitoring and evaluating development impact
Convening power within the development community
Knowledge and expertise in project development &
advisory services
Recent news / developments The Corporation is committed to increasing the development
impact of its investments and advisory services, through five areas
of special focus articulated in our strategic directions:

In frontier markets—those with low per capita income,


severe economic challenges, or political instability—IFC
seeks to improve investment climates; enhance the
competitiveness of smaller businesses, including
agribusinesses; and increase access to finance. IFC is also
becoming active in post conflict countries, with investments
and advisory services in the Democratic Republic of
Congo, Lebanon, and Liberia, among others.
IFC is building long-term partnerships with client
companies, providing the sustained financing and advisory
services that improve business results and other
performance measures in an ever-changing global
business environment.
Addressing climate change, and environment and social
sustainability activities
Addressing constraints to private-sector growth in
infrastructure, health and education
Developing local financial markets through institution
building, the use of innovative financial products and
mobilization
CONTACT
Point of contact Daniel F. Runde, Head, Foundations Unit
International Finance Corporation
2121 Pennsylvania Avenue, NW
Washington, DC 20433
(t) (202) 458-4376, drunde@ifc.org, ifc.org/foundations

PAGE 152 : Corporate Philanthropy Resource Guide


UN Global Compact
www.unglobalcompact.org

OVERVIEW
Mission The United Nations Global Compact is a call to companies
everywhere to voluntarily align their operations and strategies with
ten universally accepted principles in the areas of human rights,
labour, environment and anti-corruption, and to take actions in
support of UN goals, including the Millennium Development Goals.
Endorsed by chief executives, the UN Global Compact is a
leadership platform for the development, implementation, and
disclosure of responsible corporate policies and practices.
Type of organization Voluntary UN initiative consisting of businesses, civil society
organizations, government entities, United Nations and other
organizations.
Year of origin 2000

Headquarters location New York, NY

International scope International participation from over 135 countries including 90 plus
country networks
Senior leadership Georg Kell, Executive Director
Board comprised of 20 international business, labour and civil
society leaders
Number of employees Approximately 25 staff

Target audience Businesses, governments, civil society organizations, labour, and


UN agencies
Size of membership / network +8000 signatories—6000 business and 2000 other organizations—
based in +135 countries
Current participants account for approximately 40 million
employees
Membership fee, if applicable No mandatory fees.
Funded by both Government and private sector donations.
Business participants are asked to make a voluntary annual
contribution.
SERVICES
Services and programs Two complementary objectives:
1. Making the Global Compact and its principles part of
business strategy and operations
2. Taking action to advance broader UN goals and issues,
including the Millennium Development Goals
Networks
90+ country and regional networks globally to support
implementation
Communications on Progress (COP)
Method of informing stakeholders about progress in
implementing Global Compact‘s principles. The purpose is to
ensure and deepen the commitment of Global Compact
participants and to safeguard the integrity of the initiative.

PAGE 153 : Corporate Philanthropy Resource Guide


Resources and Guidance
Developed tools and resources in all issue areas as well as a
number of issue-specific platforms.
Dialogues and Events
Action-oriented regional or international meetings on issues
related to globalization and corporate citizenship; provides
opportunities to share best practices and experiences
Partnerships
With UN agencies and civil society organizations
Other services Global Compact Leaders Summits (triennial)
Annual Local Networks Forums
UN Private Sector Forums
Global Compact Cities Programme
Dedicated to helping cities translate the 10 principles into day-
to-day urban governance and management.
Research areas Sharing of best practices and information on broad range of social
issues available on website and in publications
Differentiating features of World‘s largest global voluntary corporate citizenship
organization initiative
Based on universal principles related to human rights,
labour, the environment and anti-corruption
Brings broad stakeholder base to engage with business
Gateway for private-sector participants to collaborate with
UN
Competitive advantages Convening power of the United Nations
Broad base of participants from all regions, across all industry
sectors
Includes both large multinationals and small and medium-size
enterprises
Recent news / developments UN Private Sector Forum on the Millennium Development Goals
(22 September 2010, New York)
Bringing together heads of business, civil society,
Government and UN leaders to identify effective ways and
means to help reach the MDGs by 2015 and to generate
action towards this target.
Global Compact Leaders Summit (24 – 25 June 2010, New York)
Largest ever convened by UN on the issue of corporate
citizenship, with more than 1200 leaders from business, civil
society, labour and government.
30+ new resources launched.
Participants approved by acclamation the New York
Declaration by Business, encouraging business to recommit
to the 10 Principles and contribute more substantially to
peace and development.
Launch of un.business.org (January 2010), providing a gateway for
matching private sector and UN collaboration
CONTACT
Point of contact United Nations Global Compact
DC2-612
United Nations
New York, NY 10017
USA
globalcompact@un.org

PAGE 154 : Corporate Philanthropy Resource Guide


Boston College Center for
Corporate Citizenship
www.bccorporatecitizenship.org

OVERVIEW
Mission The Boston College Center for Corporate Citizenship engages with
companies to redefine business success as creating measurable
gains for business and society. The Center, part of the Carroll
School of Management, achieves results through the power of
research, education and member engagement.
Type of organization Educational institution, think tank and information resource for
companies
Year of origin 1984

Headquarters location Chestnut Hill, MA

Senior leadership Katherine Smith, Executive Director


Peggy Connolly, Managing Director
Number of employees 19

Target audience Only for-profit corporations are eligible for membership


Size of membership / network 350 corporate members representing annual revenues of $4.5
trillion and 11 million employees
Membership fee, if applicable Annual corporate membership fee is based on annual revenue

SERVICES
Services and programs Executive Education, Annual International Corporate Citizenship
Conference, Benchmarking

Custom training and custom research


Research areas Corporate Citizenship management, Community Involvement
Differentiating features of Provide only certificate-level training programs in Corporate
organization Community Involvement; publish annual Corporate Citizen, largest-
circulation CSR publication in North America
Competitive advantages
Recent news / developments Created an online member community; Developing new Impact
Measurement framework and offering new one of a kind program,
the Community Involvement Leadership Academy

CONTACT
Point of contact Peggy Connolly
617-552-0722, Peggy.connolly.1@bc.edu

PAGE 155 : Corporate Philanthropy Resource Guide


Center for Responsible Business
http://responsiblebusiness.haas.berkeley.edu/

OVERVIEW
Mission The Center for Responsible Business is an ―action-tank‖ that builds
on the Haas School of Business‘ culture of innovation and UC
Berkeley‘s tradition to run—not walk—towards social progress. We
bring students, companies and faculty together to explore issues of
corporate responsibility and sustainability, and inspire leaders who
redefine good business.
Type of organization Nonprofit/Educational Institution

Year of origin 2003

Headquarters location Center for Responsible Business


Haas School of Business
545 Student Services Bldg #1900
Berkeley, CA 94720-1900
International scope We have two board members who are non-US-based (Europe and
South America), as well as several relationships with universities
across the globe (e.g., Maastricht, Netherlands and Copenhagen
Business School, Denmark)
Senior leadership Jo Mackness, Executive Director
Kellie McElhaney, Co-Faculty Director & Adjunct Assistant
Professor
Number of employees 8
Target audience Business school students, influencer companies (over 30% of the
companies we work with are Fortune 500; more than 20% are
Corporate Responsibility Best Corporate Citizens ), cross-functional
faculty
Size of membership / network Corporate partners include: Chevron, Dow, Gap, HP, Kimberley-
Clark, Levis Strauss & Co, Walmart, Waste Management;
2,000 + in our network of companies and alumni
Membership fee, if applicable $50,000 to become a corporate partner; $20,000 to become a
corporate affiliate

SERVICES
Services and programs Student Engagement—courses, projects, grants, fellowships,
competitions
Thought Leadership—case studies, articles, speaking
opportunities
Convening Events—research-based symposiums, stakeholder
dialogues, networking salons
Research Sponsorship—faculty research, PhD and MBA
student projects
Research areas Sustainable Products and Solutions (SPS), managed in conjunction

PAGE 156 : Corporate Philanthropy Resource Guide


with the UC Berkeley College of Chemistry, is a multi-disciplinary
program that promotes a research environment that considers the
foundations of sustainability—society, science, engineering,
environment, and finance—as it creates new products and
solutions.

The Center‘s program in Sustainable Finance focuses on creating


economic and social value through financial models, products and
markets that are sustainable over time. We are building upon a
strong foundation of activities, including the Haas Socially
Responsible Investment Fund (HSRIF) and the Moskowitz Prize for
Socially Responsible Investing.
Differentiating features of The Center offers students meaningful access within leading
organization companies because of the strength of our corporate relationships.

We also provide companies with fresh perspectives, new


approaches and proven practices that can differentiate their brands
as sustainable and responsible.

The research faculty affiliated with the Center come from a diverse
set of colleges on campus and work at the leading edge of
corporate responsibility and sustainability research.
Competitive advantages The Center serves as the catalyst for Berkeley-Haas advancing the
practice of business leadership to create a sustainable world by
connecting a large network of students and faculty on the UC
Berkeley campus to companies and alumni.
Recent news / developments Ranked #2 MBA program in corporate responsibility by the
Financial Times (2010)
Catchpole report lists CRB in the top 12 CSR organizations
worldwide. UC Berkeley's Center for Responsible Business
joins notable organizations like the Global Reporting Initiative,
Clinton Global Initiative and Net Impact as leaders in driving
corporate responsibility. According to a recent report released
by the Arthur W. Page Catchpole society, a select membership
organization for senior public relations and corporate
communications executives, has listed the CRB in the top 12
Corporate Social responsibility (CSR) organizations worldwide.
After researching over 400 executive leadership forums and
international organizations, many of which include CSR content
in their makeup, twelve top organizations were chosen.
Presence on social media networks Twitter, Facebook,
LinkedIn, and YouTube
goodbusiness newsletter, available on our website

CONTACT
Point of contact Jo Mackness, Executive Director at mackness@haas.berkeley.edu

PAGE 157 : Corporate Philanthropy Resource Guide


The Center on Philanthropy at
Indiana University
www.philanthropy.iupui.edu

OVERVIEW
Mission The Center on Philanthropy at Indiana University increases the
understanding of philanthropy and improves its practice worldwide.
Type of organization Research, education and training
Year of origin 1987
Headquarters location Indianapolis, Indiana

International scope The Center has conducted fundraising training and educational
programs on six continents. It has academic partners in several
countries around the world.
Senior leadership Ted R. Grossnickle, CFRE, Chair of the Board of Visitors
Patrick M. Rooney, Executive Director
Number of employees 38
Target audience Nonprofit professionals, donors, volunteers, students, scholars,
government officials, and corporate leaders.

SERVICES
Services and programs Research, including contract research; academic degree and
certificate programs; professional development and continuing
educations programs; The Fund Raising School; the Lake Institute
on Faith & Giving; the Women‘s Philanthropy Institute
Other services Customized training and educational programs, reports on key
topics in philanthropy, magazine and e-newsletter reporting latest
research findings, their implications and how to apply them.
Research areas Academic and applied research about giving by individuals,
corporations and foundations, volunteering, and nonprofits
nationally and in Indiana, including social science research that
provides insight into human behavior.
Differentiating features of Leading academic center providing comprehensive and synergistic
organization research, education and training for and about philanthropy and the
nonprofit sector.
Competitive advantages Top-quality, objective research. Comprehensive in-house and
faculty research team with a proven track record, including many of
the top scholars in the field. Range of educational offerings from
undergraduate to Ph.D. and certificate programs. Over thirty years
of leadership in fundraising and nonprofit training and educational
programs
Recent news / developments See website www.philanthropy.iupui.edu

CONTACT
Point of contact www.philanthropy.iupui.edu for full staff directory; 317-274-4200

PAGE 158 : Corporate Philanthropy Resource Guide


Center for Social Innovation,
Stanford Graduate School of
Business
http://csi.gsb.stanford.edu

OVERVIEW
Mission Our Approach: Break down boundaries and promote the mutual
exchange of ideas and values across sectors and disciplines and
between theory and practice.

Our Purpose: Build and strengthen the capacity of individuals and


organizations to develop innovative solutions to social problems.

Our Vision: A networked community of leaders actively building a


more just, sustainable, and prosperous world.
Type of organization Academic – Higher Education, Tax-exempt
Year of origin 2000
Headquarters location Stanford, CA
International scope Leveraging the assets of Stanford and the Graduate School of
Business, the Center began serving GSB students and alumni and
leaders around the globe through research, education, and
community outreach.
Senior leadership Dale T. Miller, Morgridge Professor of Organizational Behavior
James A. Phills Jr., Professor of Organizational Behavior
(Teaching), Claude N. Rosenberg Jr. Director of the Center for
Social Innovation
Jesper B. Sørensen, Walter Kenneth Kilpatrick Professor of
Organizational Behavior
Kriss Deiglmeier, Executive Director
Number of employees Center for Social Innovation (8) at the Stanford Graduate School of
Business (200-250)
Target audience The Center brings together the best people, organizations, and ideas
from the worlds of nonprofits, business, and government. Our
participants:
lead corporate efforts to improve ethical and sustainable
practices
manage nonprofits through strategic growth
launch social enterprises that bring life-changing solutions such
as loans to small businesses and safe lighting to the world‘s
poorest places
Size of membership / network 20,000+
SERVICES
Services and programs The Center offers programs for MBA students, alumni, faculty, and
field practitioners.

Research: Academic research and ongoing evaluation are essential


to understanding what works and what does not in this new era of

PAGE 159 : Corporate Philanthropy Resource Guide


social innovation.

Through the discovery of new ideas the center contributes new


thinking on ways to achieve social impact:

Case studies: Academic research, such as the Stanford Project on


the Evolution of Nonprofits

Education: The center‘s education activities disseminate important


ideas to a global community of scholars, field practitioners, and
students, providing social innovators with a tool box to increase their
effectiveness. Education vehicles include:

1. Events, speakers series and conferences: Executive


Education, programs for nonprofit, philanthropy, and responsible
business leaders

2. Programs specifically for MBA students include: Elective


courses, Public Management Certificate, Joint degrees

3. Action: The center provides a bridge between academia and


practice. Our offerings have a direct social impact in the world and
provide hands-on experience and inspiration that transform
ordinary leaders into mission-driven leaders. MBA students learn,
alumni engage, and nonprofits benefit through programs such as:

Service Learning Initiative, a travel and service experience


exploring global issues and innovative models of impact
Board Fellows, a nonprofit board six-month apprenticeship
Summer internships, a 10-12 week work experience in
public benefit organizations
Other services Social Innovation Conversations educational podcast:
http://sic.conversationsnetwork.org/
Research areas Arts, Culture, Religion
Corporate Social Responsibility
Economic Development
Education
Environment
Government
Healthcare
Human Rights
Leadership
Nonprofit Management
Philanthropy, Responsible Investing
Social Entrepreneurship
Differentiating features of Our Theory of Change: Our mission is grounded in a strong theory
organization of change. All our programs and initiatives are designed, coordinated,
and integrated to achieve the following outcomes:

Raise Awareness: We raise awareness about the principles,


methods, and potential impact of social innovations. By bringing new
knowledge to bear on social issues, we contribute innovative ways of
achieving impact.

PAGE 160 : Corporate Philanthropy Resource Guide


Build Skills: Once aware, individuals need the correct skills to be
effective change agents. Through our education programs we build
the skills, both conceptual and practical, that enable individuals to
successfully move social innovations forward.

Advance Action: Finally, we provide opportunities to implement


social innovation practices into action to actually make change.
Competitive advantages The Public Management Program (PMP) prepares and challenges
Stanford GSB students to address problems affecting society by
applying their management education in ways that create social,
environmental, and economic value. PMP develops and supports
students as they become the next generation of innovators, leaders,
and managers for social and environmental impact. Our students
leave the GSB prepared to become:
Corporate executives transforming large industries from within
Government leaders who can bridge the public and private worlds
Social entrepreneurs leveraging markets and business for the
greater good
Effective nonprofit executives and board members
Skillful advocates moving the social and environmental agenda
forward
Active volunteers

Solving the world‘s toughest social and environmental problems


favors leaders with an ability to bridge academic disciplines and tap
into expertise spanning multiple areas. Stanford offers the opportunity
to combine and strengthen the academic experience through the
following joint degrees for MBA students:

Master of Public Policy/MBA for students interested in


pursuing careers in public policy or at the intersection of
business and government. Offered in conjunction with the
School of Humanities & Sciences.

MS in Environment & Resources/MBA for students


interested in a career addressing environmental issues.
Offered in conjunction with the School of Earth Sciences.

Social Innovation Fellowship: a year-long program provides a


stipend to Stanford MBA students or teams to enable them to devote
100 percent of their first year after graduation building their vision for
social change into a viable social enterprise.

The Public Management Program is also piloting a partnership with


the Silicon Valley Social Venture Fund (SV2), a Bay Area venture
philanthropy partnership that will allow GSB students to participate as
non-voting members in the learning, proposal, and decision process
for making a grant to a nonprofit as a Venture Philanthropy Fellow.
Students may also choose to engage with selected nonprofits for
ongoing advising and assistance.
Recent news / developments twitter.com/gsbStanfordCSI
facebook.com/gsbStanfordCSI
CONTACT
Point of contact 650.725.5399, http://csi.gsb.stanford.edu/contact

PAGE 161 : Corporate Philanthropy Resource Guide


Centre for Charitable Giving and
Philanthropy
www.cgap.org.uk

OVERVIEW
Mission To conduct and promote high quality research on giving
and philanthropy,
foster creative knowledge exchange between academic
and practice communities;
develop and disseminate the evidence base to inform
policy and practice;
build the field through training new researchers;
encourage the development of sector research capacity;
work internationally and in a multi-disciplinary way

Type of organization Academic body

Year of origin 2008

Headquarters location London

International scope Yes

Senior leadership Professors Jenny Harrow and Cathy Pharoah

Number of employees 20 (not FTE)


SERVICES
Services and programs We have three research programs:
Individual and Business Giving
Charity and Social Redistribution
Grant-making, Foundations and Household Giving
Other services We undertake knowledge transfer activities including a regular
newsletter, seminars and conferences
Research areas See programs above
Differentiating features of Our focus on building the evidence base for academia, policy and
organization practice means we engage with and synthesize a range of different
perspectives.
Competitive advantages CGAP is the only UK based academic centre looking at issues of
philanthropy and charitable giving. Our distributed, multi-
disciplinary approach gives us a broad understanding of the issues
at hand.
Recent news / developments For news see http://www.cgap.org.uk/cgap-news.html
CONTACT
Point of contact Karl Wilding, Head of Research, 0795 137 3511

PAGE 162 : Corporate Philanthropy Resource Guide


Yale School of Management
Program on Social Enterprise
http://pse.som.yale.edu

OVERVIEW
Mission The Yale Program on Social Enterprise (PSE) supports scholars,
students, alumni, and practitioners interested in exploring the ways
in which business skills and disciplines can be harnessed to most
effectively and efficiently achieve social objectives. PSE facilitates
work on nonprofit and public sector social entrepreneurship, as well
as initiatives in private sector social enterprise.
Type of organization Research center within a management school.

Year of origin 2000

Headquarters location New Haven, Connecticut

International scope The Program oversees courses in which students work with social
enterprises in India, South Africa and Latin America.
Senior leadership Faculty Director Sharon Oster (Dean and Frederic D. Wolfe
Professor of Management and Entrepreneurship), Executive
Director Tony Sheldon.
Number of employees 3
Target audience Scholars (Yale and beyond), Yale students and alumni, and
practitioners (US and international).

SERVICES
Services and programs Our activities span courses, research, conferences, and
publications. In addition to these formal activities, PSE also serves
as a focal point for social enterprise-related activities at the School
of Management, facilitating, advising, and drawing connections
among students, faculty, the Yale community, and the broader
network in the US and internationally of interested practitioners and
institutions.
Research areas Social entrepreneurship, sustainable energy, development finance.
Differentiating features of Integration of research, course work and extra-curricular activities.
organization

Competitive advantages A central element of the School‘s mission: ―to educate leaders for
business and society.‖
Recent news / developments Securing support of Morgan Stanley for a Global Social
Entrepreneurship course that links students with social enterprises
in India in semester-long projects.

CONTACT
Point of contact Tony Sheldon, Executive Director
tony.sheldon@yale.edu

PAGE 163 : Corporate Philanthropy Resource Guide


Acumen Fund
www.acumenfund.org

OVERVIEW
Mission Acumen Fund is a non-profit venture fund that exists to help end
poverty by changing how the world addresses it. We invest patient
capital to identify, strengthen and scale business models that
effectively serve the poor. And we champion the spread of this
approach as a complement to traditional aid, which can create
dependence, or pure market approaches, which can bypass the
actual needs of the poor.

We raise philanthropic capital and invest in enterprises providing


affordable healthcare, water, housing, energy and agricultural
inputs to the poor in India, Pakistan and East Africa. We currently
have $38 million in approved and active investments in these
areas.
Type of organization Non-profit global venture fund

Year of origin 2001


Headquarters location New York, NY

International scope Work in five countries: India, Pakistan, Kenya, Tanzania, and South
Africa
Senior leadership Jacqueline Novogratz, Chief Executive Officer

Number of employees 62 globally


Target audience People that earn less than $4 a day and do not have access to
basic goods and services (healthcare, water, housing, energy and
improved agriculture production) at affordable prices
Size of membership / network Our network includes more than 260 partners who have each given
over $10,000 to Acumen Fund. We have more than 40,000 visitors
to our website each month, 14,000 Friends on Facebook, 322,000
followers on Twitter and nearly 4,000 members of our Acumen
Community website.

SERVICES
Services and programs Acumen Fund invests in enterprises providing affordable
healthcare, water, energy, housing and agricultural inputs to the
poor. We have $38 million in approved investments in these areas.
Other services In addition to the capital we provide to social enterprises, we also
provide intensive management support to help these enterprises
scale and become financially sustainable.. We share lessons we
are learning about breakthrough models that serve the poor to
contribute to knowledge development in the sector.
Differentiating features of Provide needed, patient capital (debt and equity) at near-
organization market rates to entrepreneurs who value sustainability and

PAGE 164 : Corporate Philanthropy Resource Guide


scalability
Deliver intensive management support through our global
portfolio team and Fellows Program
Measure the social and financial impact these investments
are making, and share insights with other development
practitioners to enhance the impact of our work
Recent news / developments We have been recently featured in two separate episodes of PBS
NewsHour with Jim Lehrer, our founder was interviewed by Katie
Couric in Glamour magazine, and she writes a regular column for
the Huffington Post. Jacqueline Novogratz also is author of
bestselling book The Blue Sweater.

CONTACT
Point of contact Misbah Naqvi
Business Development Manager
646-747-3980
mnaqvi@acumenfund.org

PAGE 165 : Corporate Philanthropy Resource Guide


Echoing Green
www.echoinggreen.org

OVERVIEW
Mission To accelerate social change, Echoing Green invests in and
supports outstanding emerging social entrepreneurs to launch new
organizations that deliver bold, high-impact solutions. Through a
two-year fellowship program, we help our network of visionaries
develop new solutions to society‘s most difficult problems. These
social entrepreneurs and their organizations work to solve deeply-
rooted social, environmental, economic, and political inequities to
ensure equal access and to help all individuals reach their
potential. To date, Echoing Green has invested over $28 million in
seed funding to over 471 social entrepreneurs and their innovative
organizations.
Type of organization Non-profit
Year of origin 1987
Headquarters location New York City
International scope Echoing Green Fellows have sparked social change in forty
countries on five continents.

General Geographic Impact Information (1987-2007)


Number of countries influenced by fellows‘ organizations: 40
(list below)
Number of countries fellows are based in: 30 (list below)
Number of US states fellows are based in: 41 (list below)
Percent of fellows with domestic impact: 79 percent
Percent of fellows with international impact: 21 percent
Senior leadership Cheryl Dorsey, President
Lara Galinsky, Senior Vice President
Number of employees 15
Target audience Social entrepreneurs
Size of membership / network 450+ fellows/alums
Membership fee, if applicable N/A

SERVICES
Services and programs Fellowship program
Other services Youth Leadership Program; Social Investment Council
Research areas All program areas (Education, Civil & Human Rights, Environment,
Health, Economic Development, Community Improvement, etc.)
Differentiating features of Echoing Green evaluates the impact of our work on a few different
organization levels.

PAGE 166 : Corporate Philanthropy Resource Guide


Scale:

To date, Echoing Green has invested over $28 million in


seed grants to over 471 social entrepreneurs.
Echoing Green Fellows have sparked social change in forty
countries on five continents.

Return on Investment:

By year two, Echoing Green Fellows raise three times their


Echoing Green grant.
Five years after the completion of their fellowship, Echoing
Green funded organizations raised total dollars equivalent to
thirty-seven times their total Echoing Green seed investment.
According to a 2004 study, Echoing Green Fellows‘
organizations raised approximately $930 million to support
their work—an ROI of forty-four times our initial investment.

Launching Organizations Built for Impact:

By year two, 58 percent of Echoing Green organizations


have budgets over $100,000, compared to 43 percent of
peer organizations.
By year two, 86 percent of Echoing Green Fellows hire at
least one additional staff member, compared to 75 percent of
peer organizations.

Creating Long-Term Solutions:

Approximately two out of three organizations founded


through an Echoing Green investment reaches sustainability.
Of the organizations without current fellow involvement, 75
percent continue to thrive under new leadership.
Competitive advantages Echoing Green is one of the only organizations solely focusing on
seeding sustainable social change organizations.
Recent news / developments Echoing Green recently announced its newest class of fellows –
promising social entrepreneurs with the drive, determination, and
resilience to solve our world‘s biggest problems.

The 2010 Echoing Green Fellows will develop a total of sixteen


new nonprofit, for-profit, and hybrid organizations in the fields of
human rights, health, the environment, and education, among other
fields. Chosen from a pool of 1,000 applicants from 73 countries,
Echoing Green will provide each venture with seed funding,
leadership development and technical assistance, as well as
mentoring from our network of 500 alumni fellows.

To learn more about the Class of 2010 Fellows, please visit


http://2010fellows.echoinggreen.org/.

CONTACT
Point of contact Leighton Britton
Development Associate
leighton@echoinggreen.org / 212-400-3952

PAGE 167 : Corporate Philanthropy Resource Guide


Endeavor
www.endeavor.org

OVERVIEW
Mission Established in 1997, Endeavor (endeavor.org) is the global
nonprofit that pioneered the concept of High-Impact
Entrepreneurship in emerging markets. Headquartered in New York
City, with 10 independently-run country affiliates, the organization
transforms the economies of emerging markets by identifying and
supporting high-potential entrepreneurs.

In 13 years, Endeavor has screened 25,000+ candidates and


selected 506 High-Impact Entrepreneurs from 328 companies. In
turn, these entrepreneurs have created over 100,000 high-value
jobs and generate more than $3.5 billion in annual revenues.

Beyond this impact, Endeavor's "mentor capital" support catalyzes


a chain reaction in the larger economy--driving investment, creating
role models, and fostering the conditions for the next Silicon Valley
in Rio, Capetown, Cairo or Jakarta. It is what led Thomas Friedman
to hail our model as the ―best anti-poverty program of all.‖
Type of organization Non-Profit: Economic Development & Entrepreneurial Support

Year of origin 1997

Headquarters location New York, NY, USA

International scope Operations in: Argentina, Brazil, Chile, Colombia, Egypt, Jordon,
Mexico, South Africa, Turkey, Uruguay
Senior leadership Linda Rottenberg, Co-founder & CEO

Number of employees 146


Target audience Corporations, Foundations, Entrepreneurs and Venture Capitalists

SERVICES
Services and programs Endeavor provides customized local and global services, including
access to hands-on tools, mentoring and networks that increase
opportunity for success. The quality of Endeavor Entrepreneurs
inspires a global network of top business professionals to dedicate
thousands of pro-bono hours to mentoring. Here are some of the
programs that Endeavor offers:

NEEDS ASSESSMENT
Immediately after selection, Endeavor Entrepreneurs meet with an
international consulting firm, which produces a tailored 18-month
needs assessment. This work-plan serves as the framework for
each entrepreneur to receive customized services. Endeavor works
with such firms as BCG, McKinsey and Deloitte.

LOCAL MENTORSHIP

PAGE 168 : Corporate Philanthropy Resource Guide


Top-flight business professionals mentor Endeavor Entrepreneurs
to help them overcome their long-term business challenges.
Endeavor also connects entrepreneurs with experts who can
address time-sensitive challenges.
In 2008, Endeavor made a commitment to the Clinton Global
Initiative to promoting cross-cultural mentorship between Latin
America and the Middle East for High-Impact Entrepreneur in order
to increase cross-border collaboration and business activity.

SKILLS BUILDING WORKSHOPS


Endeavor organizes regular workshops for entrepreneurs to build
their skills and to confront challenges unique to their situation as
entrepreneurs. Every month, Endeavor Turkey hosts an intimate
breakfast featuring an industry expert or an Endeavor Entrepreneur
who leads a discussion on one specific issue.

EMBA PROGRAM
Endeavor recruits MBA students from leading US business schools
to spend 10 weeks during the summer to help Endeavor
Entrepreneurs on-site with their most critical business issues.
Endeavor is among the top 2% of employers at both Harvard and
Stanford business schools.

CORPORATE ENGAGEMENT PROGRAM


Endeavor recruits blue-chip companies to dedicate staff and
resources to help Endeavor Entrepreneurs scale their businesses.
Each fellowship is crafted to meet the specific needs of the
entrepreneurs and to make full use of the technical skills and
talents of the fellow. In 2009, Ernst & Young sent 10 partners for 3-
month sabbaticals to support Endeavor Entrepreneurs in Argentina,
Chile and Uruguay.

GLOBAL IMMERSION TOURS


Endeavor Immersion Tours enable Endeavor Entrepreneurs to
meet a diverse group of top-flight entrepreneurs, academics and
business executives. On these tours, Endeavor Entrepreneurs
have the chance to meet inspiring role models, learn about the
challenges successful entrepreneurs have faced and discuss some
of their own challenges. Endeavor has held tours in India, Israel
and Boston featuring business icons such as Ratan Tata and Barry
Diller. In 2008, Endeavor will hold tours in Silicon Valley and New
York.

Mentor Capital Program - Endeavor‘s Mentor Capital Program


(MCP) is a new initiative designed to assist our Endeavor
Entrepreneurs as they prepare for and raise equity capital. The
MCP educates Endeavor Entrepreneurs on the fundraising process
and provides mentorship through a simulated due diligence
process. Those who successfully complete the 4-month program
have the opportunity to pitch to top investors and receive ongoing
advice and support.
Other services Endeavor believes that supporting high-impact entrepreneurs goes
far beyond providing the necessary technical assistance to scale
businesses. It is just as important for Endeavor to tell the stories of
these remarkable entrepreneurs. This is for two main reasons – the

PAGE 169 : Corporate Philanthropy Resource Guide


role model effect and systemic effect.

The importance of role models cannot be underestimated.


Endeavor‘s High-Impact entrepreneurs are operating in economies
where there are few examples of self-made role models. As almost
every Endeavor Entrepreneur says, the decision to become an
entrepreneur was ―crazy.‖ Results from Endeavor‘s annual
entrepreneur survey have consistently shown that the fear of failure
and a lack of support are the greatest barriers to starting a
business. Yet, once these psychological obstacles are overcome,
starting a business is lucrative for the entrepreneur and
transformative for the local economy.

In terms of Endeavor‘s systemic effect, spreading the story equates


to building the network. These entrepreneurs, who embody hard-
work, honest business and smart risk-taking are attractive to
potential mentors, investors, and clients. Sharing these stories
engenders a virtuous circle of wealth creation: these stories inspire
the next generation of entrepreneurs, who add their own value to
the local economy.

The ultimate goal of Endeavor‘s mission is to transform


entrepreneurial ecosystems in emerging economies, helping them
replicate the Silicon Valley story and create sophisticated,
competitive capital markets. To do so, Endeavor works to engage
key agents of change: the investment community, the government,
universities, and the media. These organizations all play critical
roles in supporting an entrepreneurial ecosystem. However, the
recognition that they must work together is not always self-evident.
This is the important role that Endeavor plays. By reaching out to
these different players, Endeavor is able to better serve its
entrepreneurs and serve as the catalyst for building entrepreneurial
ecosystems. The cultural effect that Endeavor is having on
emerging market economies is real. Now is the time to strengthen
Endeavor‘s presence in these communities.
Differentiating features of From 1997-2009, Endeavor screened over 25,000emerging-
organization market entrepreneurs and selected the – 506 entrepreneurs
leading 328 companies with high-impact potential.
In 2009 alone, Endeavor Entrepreneurs generated over $3.5
billion in revenues.
Endeavor companies have created over 130,000 jobs,.
Three quarters of new ventures in emerging markets expect to
hire a maximum of two people. The average number that an
Endeavor Entrepreneur employs is -. 167
Over 400,000 emerging-market citizens are receiving
entrepreneurial education directly through Endeavor.
Recent news / developments In 2009 Endeavor launched offices in Egypt and Jordan. In that
tough financial year, Endeavor conducted surveys about the impact
of the economic crisis on High-Impact Entrepreneurs.
RecessionWire, VentureBeat, the World Economic Forum and the
Economist picked up these results.

In 2010 Endeavor conducted scoping trips to Indonesia, Kenya,


Lebanon and Vietnam. It expects to launch an office in Beirut by

PAGE 170 : Corporate Philanthropy Resource Guide


January 2011, expanding its presence in the Middle East.
Endeavor‘s bolstered presence in the Middle East, President
Obama asked Endeavor CEO Linda Rottenberg, Endeavor Jordan
founding board member Fadi Ghandour and four Endeavor
Entrepreneurs to participate in the Presidential Summit on
Entrepreneurship hosted in Washington in April 2010.

CONTACT
Point of contact Dave Geary, SVP, Global Partnerships
Dave@endeavor.org
900 Broadway, Suite 301
New York, NY
10003, USA
212-352-3200

PAGE 171 : Corporate Philanthropy Resource Guide


European Venture Philanthropy
Association (EVPA)
http://www.evpa.eu.com/

OVERVIEW
Mission EVPA‘s mission is to promote the expansion and effectiveness of
venture philanthropy in Europe, by promoting the impact of venture
philanthropy and providing learning opportunities.
Type of organization Membership Association (registered charity)
Year of origin 2004

Headquarters location Brussels

International scope Europe


Senior leadership Serge Raicher, Chairman
Beate Trück, Managing Director
Number of employees 6
Target audience Individuals and organisations interested in or practising venture
philanthropy
Size of membership / network 115

Membership fee, if applicable Ranging from €1,000 to €2,500

SERVICES
Services and programs Networking and events
Training for key skills
Research and publications
Member-only forum
Connecting practitioners
Best practices and guidelines
Country seminars
Annual conference for thought leaders in the field
Workshops and site visits
Quarterly newsletter

Research areas Venture Philanthropy, Social Impact Measurement, Social


Enterprise
Competitive advantages Unique pan-European association dedicated to Venture
Philanthropy
Recent news / developments Launch of the Knowledge Centre, a European Hub for Venture
Philanthropy Knowledge

CONTACT
Point of contact Beate Trück, Managing Director
btrueck@evpa.eu.com
+32 (2) 534.33.45

PAGE 172 : Corporate Philanthropy Resource Guide


Venture Philanthropy Partners (VPP)
www.vppartners.org

OVERVIEW
Mission The mission of Venture Philanthropy Partners (VPP) is to
concentrate investments of money, expertise, and personal
contacts to improve the lives and boost the opportunities of children
and youth of low-income families in the National Capital Region.
We do so by helping effective community leaders build strong
nonprofit institutions and by cultivating an engaged donor
community to generate funding and influence in support of these
institutions and of social change.
Type of organization Philanthropic investment organization
Year of origin 2000

Headquarters location Washington, DC

Senior leadership Mario Morino, Chairman

Carol Thompson Cole, Executive Committee Chair, President and


CEO
Number of employees 13
Target audience High-performing nonprofit organizations serving core needs of
children and youth from low-income families in the National Capital
Region

Individual philanthropists, foundations, and corporate partners


interested in becoming part of VPP‘s investor community
Size of membership / network 78 individual and family investor, foundations, corporate partners

SERVICES
Services and programs VPP‘s approach combines large amounts of growth capital with
strategic assistance to a select group of nonprofits serving children
and youth of low-income families in the National Capital Region –
its ―portfolio‖. VPP serves as a trusted advisor to its portfolio
organizations to help them increase their impact on the
communities they serve. Over multiple years (average commitment
is 3-5 years) VPP focuses its capital and expertise to:
Clarifying mission, vision and growth plans
Building strong senior management teams
Creating engaged boards
Increasing fiscal accountability and stability
Improving programs
Developing systems to assess performance

PAGE 173 : Corporate Philanthropy Resource Guide


Differentiating features of Large amounts of growth capital (average investment $4M)
organization In depth strategic assistance
Multi-year commitment
Strategic assistance primarily conducted by VPP professional
investment team (full time staff) comprised of seasoned
executives
Recent news / developments Fully committed first fund of $32M, raised over $42M for second
portfolio.

Initiated Portfolio II in November 2009.

Selected as one of 11 grantmaking intermediary organizations


nationally for Social Innovation Fund federal grant award of $4M in
July 2010.

CONTACT
Point of contact Victoria Vrana, Vice President of Communications and
Assessment, vvrana@vppartners.org, 202.263.4789

PAGE 174 : Corporate Philanthropy Resource Guide


3BL Media, LLC
http://3blmedia.com

OVERVIEW
Mission To promote corporate responsibility through effective
communications and content distribution leveraging new media
methods and the social web

Type of organization Communications / Media


Year of origin 2009
Headquarters location Northampton, Massachusetts

International scope Worldwide – Primarily US, UK, Europe


Senior leadership Greg Schneider, Co-Founder / CEO
Cindy Esposito, Co-Founder / COO
Doug Fulton, Co-Founder / CTO
Target audience Clients include for profit and non-profit organizations of all sizes

SERVICES
Services and programs Distribution of corporate responsibility news and content on behalf
of our clients throughout the social web
Differentiating features of Distribution of multiple media formats beyond press releases,
organization including blogs, videos, reports, podcasts, white papers and more
Competitive advantages Largest CSR distribution network to media, professionals,
practitioners and consumers using traditional and social media
Recent news / developments See 3blmedia.com – 3BL Media In the news

CONTACT
Point of contact Greg Schneider, gschneider@3blmedia.com 866-508-0993 x113

PAGE 175 : Corporate Philanthropy Resource Guide


Corporate Philanthropy
Report

OVERVIEW
Type of organization Corporate Philanthropy Report is a monthly publication for
corporate giving professionals
Headquarters location San Francisco, CA
Senior leadership Susan E. Lewis, Publisher
Kelly J. Sullivan, Managing Editor
Nicholas King, Editor
Note: The Corporate Philanthropy Report is a publication of Jossey-
Bass, A Wiley Imprint
Target audience Corporate giving professionals and nonprofit development officers
Membership fee, if applicable Annual individual subscription rate in the United States and Canada
(12 issues): $272

SERVICES
Services and programs Monthly 16-page publication
Packed with details on philanthropic programs that work in
all fields, including the arts, environment, health care, higher
education, community development, and more.
Opportunities for donations that go beyond cash, such as
sponsorships, technology, equipment and use of personnel
resources.
Trends in corporate philanthropy

Other services Jossey-Bass publishes a number of resources for corporate and


nonprofit leaders including:
Leader to Leader
Nonprofit Business Advisor
Federal Grants & Contracts
Board & Administrator—for administrators only
Journal of Leadership Studies
Differentiating features of The Corporate Philanthropy Report provides the corporate as well
organization as the nonprofit view, to show how both sides partner to create
successful, long-term alliances.

CONTACT
Point of contact Kelly J. Sullivan, Managing Editor
ksullivan@wiley.com
Nicholas King, Editor
nkelwr@comcast.net
Sales and Subscriptions:
jbsubs@jbp.com

PAGE 176 : Corporate Philanthropy Resource Guide


The Chronicle of Philanthropy
www.philanthropy.com

OVERVIEW
Mission The Chronicle of Philanthropy connects the nonprofit world to
news, jobs, and ideas. The Chronicle and its Web site,
Philanthropy.com, keep you informed about the latest trends in
fund raising, giving, and nonprofit management, plus exclusive data
and surveys, special features on the causes you support, and
Philanthropy Careers – your source for jobs in the nonprofit world.
Type of organization Publisher
Year of origin 1988

Headquarters location Washington, DC

International scope Yes

Senior leadership Stacy Palmer, Editor


Jennifer Moore, Managing Editor
Note: Owned by The Chronicle of Higher Education Inc.
Target audience Charity leaders, fund raisers, grant makers, and other people
involved in the philanthropic enterprise
Size of membership / network Approximately 30,000 paid subscribers to the print edition. 175,000
unique visitors to Philanthropy.com. 50,000 subscribers to
Philanthropy Today e-mail newsletter. 20,000 followers on Twitter
(@philanthropy).

SERVICES
Services and programs Sections:
Front Page, Giving, Fund Raising, Managing, Causes, Facts &
Figures, Philanthropy Today, Jobs, Community, Marketplace
Other services Published 18 times per year in print; Daily news published on
Philanthropy.com; Daily e-mail newsletter ―Philanthropy Today‖
Calendar of events includes all conferences, workshops, and online
courses known to The Chronicle

Paid subscription includes 18 print issues per year plus full access
Philanthropy.com. Digital subscriptions available.

Sign up for a free account, including free subscription to the


Philanthropy Today e-mail newsletter, at
http://philanthropy.com/myaccount

CONTACT
Point of contact Michael Solomon: press@philanthropy.com
202-466-1764

PAGE 177 : Corporate Philanthropy Resource Guide


Philanthropy Journal
www.philanthropyjournal.org

OVERVIEW
Mission The vision of the Philanthropy Journal is to help people understand,
support and work in the nonprofit and philanthropic world, and help
them recognize and solve social problems.
Type of organization News source for the nonprofit and philanthropic world
Year of origin 2000
Headquarters location Raleigh, North Carolina
International scope Readers throughout U.S. and abroad

Senior leadership Todd Cohen, Editor and publisher


Suzie Koonce, Director of business development
Note: The Philanthropy Journal is a program of the Institute for
Nonprofits at NC State University.
Number of employees 5
Target audience Readers are nonprofit professionals, volunteers and people
interested in news and information about the nonprofit sector
Size of membership / network 13,000 email newsletter subscribers; 110,000 page views per
month; 40,000 unique monthly visitors to website
Membership fee, if applicable Subscription is free. Additional benefits available to members,
starting at $50 for an Individual membership.
SERVICES
Services and programs Philanthropy Journal delivers news, information and
opinion about charitable giving, fundraising and
management, focusing in particular on organizational
effectiveness, donor engagement and collaboration.
Website free and updated daily
Weekly email bulletin
Periodic special, in-depth reports
Other services Nonprofit Expertise
Philanthropy Journal frequently is contacted by other news
organizations (New York Times, The Economist, BBC and
National Public Radio) as an expert source on nonprofit and
philanthropic issues
Differentiating features of Nonprofit Resources section features how-to articles on charitable
organization giving, fundraising, management and leadership, marketing and
communications; monthly online webinars focus on same broad
topics

CONTACT
Point of contact Todd Cohen, editor and publisher, 919.515.0268,
tcohen@philanthropyjournal.org;
Suzie Koonce, director of business development, 919.515.0271,
skoonce@philanthropyjournal.org

PAGE 178 : Corporate Philanthropy Resource Guide


Philanthropy News Digest
http://foundationcenter.org/pnd/

OVERVIEW
Mission Philanthropy News Digest (PND), a daily news service of the
Foundation Center, is an online compendium, in digest form, of
philanthropy-related articles and features.
Type of organization Nonprofit news digest published by the Foundation Center
Year of origin 1997

Headquarters location New York, New York


Senior leadership Mitch Nauffts, Publisher and Editorial Director
Target audience Professionals working in the nonprofit and philanthropic sectors
Size of membership / network 64,000 subscribers to weekly e-mail newsletter; 26,500+ web site
visits per day

SERVICES
Services and programs In addition to news stories culled from media outlets nationwide,
PND publishes nonprofit job listings, RFPs, outside commentary
and opinion, book reviews, and exclusive interviews with leaders in
the field.
Other services • PhilanTopic, a blog of opinion and commentary
(http://pndblog.typepad.com/pndblog/)
• Twitter feed at http://twitter.com/pndblog
Differentiating features of Published by the Foundation Center, the nation‘s leading authority
organization on philanthropy.
Competitive advantages Delivery options include:
• Weekly e-mail newsletters for news, RFPs, and jobs
• On-demand e-mail alerts for news, RFPs, and jobs based on
subscriber‘s areas of interest
• RSS feed of headlines
Recent news / developments PND Mobile: PND news abstracts, RFPs, and jobs are now
available on a mobile-friendly web site
(http://m.foundationcenter.org/pnd/)

CONTACT
Point of contact Mitch Nauffts, Publisher and Editorial Director, Philanthropy News
Digest
(212) 807-2433
mfn@foundationcenter.org

PAGE 179 : Corporate Philanthropy Resource Guide


Stanford Social Innovation Review
www.ssireview.org

OVERVIEW
Mission To advance, educate, and inspire the field of social innovation by
seeking out, cultivating, and disseminating the best in research-
and practice-based knowledge.

Type of organization Publish quarterly magazine, website, and blogs; sponsor


conferences and webinars
Year of origin 2003

Headquarters location Stanford University, Stanford, California


International scope Coverage of international organizations. Global readership and
website visitors.
Senior leadership Eric Nee, managing editor
Regina Ridley, publishing director
Target audience Senior management at nonprofits, foundations, and socially
responsible businesses
Size of membership / network Magazine circulation of 12,000. Unique monthly visitors to website
30,000.

SERVICES
Services and programs Quarterly magazine. Website and blogs. Monthly webinars. Twice a
year conferences.

CONTACT
Point of contact Eric Nee, managing editor, nee_eric@gsb.stanford.edu

PAGE 180 : Corporate Philanthropy Resource Guide


Participating Organizations

3BL Media, LLC The Foundation Center


AccountAbility FSG Social Impact Advisors
Action Without Borders / Idealist.org Giving Institute: Leading Consultants to Non-Profits
Acumen Fund Global Business Network (GBN)
ADMICAL Global Philanthropy Forum
American Institute of Philanthropy Global Philanthropic
AngelPoints Global Reporting Initiative (GRI)
APCO Worldwide GlobalGiving Foundation
The Aspen Institute Grantmakers for Effective Organizations
Association of Corporate Contributions GreenNonprofits.org
Professionals (ACCP) GuideStar
Association of Fundraising Professionals Independent Sector
Boston College Center for Corporate Citizenship International Business Leaders Forum (IBLF)
Bridgespan International Finance Corporation
BSR (Business for Social Responsibility) International Society of Business, Economics,
Business Civic Leadership Center & Ethics (ISBEE)
Business in Community (BITC) The JK Group, Inc.
Business Roundtable LBG Associates
CAFAmerica LBG Research Institute
Canadian Business for Social Responsibility Louder Than Words, Inc.
The Catchpole Corporation Mission Measurement, LLC
Cause Consulting National Committee for Responsive Philanthropy
Cause Marketing Forum The National Philanthropic Trust
The Center for Effective Philanthropy (CEP) Net Impact
Center for Responsible Business NPower NY
Center for Social Innovation, Oxford Analytica
Center on Philanthropy at Indiana University People to People Fundraising
Ceres Philanthropic Initiative (TPI)
Changing Our World, Inc. Philanthropy Journal
Charity Navigator Philanthropy News Digest
The Chronicle of Philanthropy Points of Light
CMO Council Public/Private Ventures (P/PV)
Committee Encouraging Corporate Philanthropy Rockefeller Philanthropy Advisors
Comunitas Stanford Graduate School of Business
Cone Stanford Social Innovation Review
The Conference Board Strategic Philanthropy Advisors, LLC
The Consulting Network Taproot Foundation
Corporate Philanthropy Report TCC Group
Corporate Responsibility Officer (CR Magazine) TechSoup Global
CSR Europe True Impact LLC
Echoing Green UN Global Compact
Endeavor Venture Philanthropy Partners (VPP)
Entrepreneurs Foundation VolunteerMatch
E-Philanthropy Solutions Inc. Walker Information
European Foundation Centre Wellspring Consulting
European Venture Philanthropy Association (EVPA) Worldwide Initiatives for Grantmaker Support
Fleishman-Hillard Yale School of Management Program on Social Enterprise
Forum of Regional Associations of Grantmakers

PAGE 181 : Corporate Philanthropy Resource Guide


PAGE 193 : Corporate Philanthropy Resource Guide

You might also like