SLIDE 1 THE POWER OF PRO BONO January,

SLIDE 2 ABOUT THE TAPROOT FOUNDATION ► 5 offices: San Francisco Bay Area, Los Angeles, Chicago, New York, and Washington DC ► 3,500+ professionals delivering 1+ million hours of pro bono consulting valued at over $112 million since 2001 ► Consulted to 20+ Fortune 500 companies to build and advance employee pro bono programs Our mission is to lead, mobilize and engage professionals in pro bono service that drives social change.

SLIDE 3 TODAY’S AGENDA  Intro to pro bono  Case studies  The case for being Powered by Pro Bono  Getting started  Scoping pro bono  Resources

PRO BONO 101

SLIDE 5 WHAT IS PRO BONO?  Pro Bono, short for the Latin phrase Pro Bono Publico, means, “for the public good”.  Services donated by professionals to organizations working for the public good.  Strategy, marketing, HR, IT, legal, etc…

SLIDE 6 NUMBER OF VOLUNTEERS IMPACT ON NONPROFIT ORGANIZATION HighLow High PRO BONO AND VOLUNTEERING SLIDE 6 PRO BONO AND VOLUNTEERISM

SLIDE 7 29,983 LINKEDIN profiles that include the term “Pro Bono” # of nonprofits that have access to the pro bono services they need 3% ACCESS The number one BARRIER of nonprofits to getting more pro bono by PUBLIC ARCHITECTURE 62% Business and design schools in our cities with pro bono programs for AIGA members 1 Number of the top ten organizational priorities cited by nonprofit EDs that ISN’T a direct fit for pro bono 25 Taproot ADVISORY SERVICES clients in first two years 5% 1% 1,000,000 Hours donated by TAPROOT FOUNDATION PBC’s since Number of the top 25 BUSINESS SCHOOLS that have pro bono programs STATE OF MARKETPLACE PRO BONO GOALS

SLIDE 8 CASE STUDIES

SLIDE 9 DonorsChoose.org  American Express – pro bono team provided a landscape market analysis  ClearChannel – donated high- traffic radio spots for celebrities to endorse DonorsChoose.org, then did the production work pro bono.  Agenda NYC – provided pro bono collateral design “We love pro bono contributions because they encourage involvement.” FOUNDED 2003 $130 MILLION DONATED 50% OF U.S. PUBLIC SCHOOLS HAVE RECEIVED DONATIONS 20% OF BUDGET PRO BONO

SLIDE 10 BOUNDLESS READERS  Annual Report Service Grant (2010)  Pro bono SalesForce consultant who customized SaleForce.com (received SalesForce grant) to their needs  Worked with a pro bono videographer who assisted in developing training videos FOUNDED 1989 ANNUAL BUDGET $838,000 WORKS TO DEVELOP YOUNG PEOPLE INTO LIFELONG READERS AND ENABLES TEACHERS IN SUPPORTING THEM Boundless Readers

SLIDE 11 Year Up  Boston Consulting Group – pro bono work developed basis for organization  Videographers – cover events and create marketing for corporate partners  Monitor – 4 strategic planning processes helped shape the organization  Goodwin Proctor – provided 4 loaned employees over three years “Nonprofits that don’t use pro bono suffer from a severe lack of imagination.” FOUNDED 2000 ANNUAL BUDGET: $40 MILLION 8 TH FASTEST-GROWING NONPROFIT IN THE COUNTRY 6,000+ ALUMNI; 100% JOB PLACEMENT 10% OF BUDGET PRO BONO

SLIDE 12 FOUNDED 2001 ANNUAL BUDGET $4.7 MILLION OVER 2,100 NONPROFITS SERVED; MORE THAN $100 MILLION IN PRO BONO SERVICES DELIVERED 25% OF BUDGET PRO BONO  Website design from Dragon Rouge and People Ideas & Culture  HR consulting from American Express and Warner Brothers  Office space design from HOK  Program design and development from FTI Consulting Taproot Foundation

SLIDE 13 POWERED BY PRO BONO

SLIDE 14 WHY BE POWERED BY PRO BONO? 1.Builds a strong voice 2.The best nonprofits are doing it 3.Develops leadership and talent 4.Generates significant (and additional) corporate partnerships 5.Source of board members 6.Organizations are getting more complex and need additional supports 7.Offers professional growth opportunities 8.Expands resources

SLIDE 15 The number one reason cited by nonprofits for not using more pro bono is “not knowing how to find quality pro bono resources.” 1 Taproot Foundation and Board Source, 2011 Nonprofit Leader Survey (unpublished data).

SLIDE 16 KEY BARRIERS “Nonprofit Survey: Leveraging Pro Bono Resources”, FTI Consulting and the Taproot Foundation, Don’t know how to find high quality pro bono resources 65% Don’t have enough staff time to manage pro bono resources 51% Don’t have enough staff expertise to manage pro bono resources 26% Surveyed nonprofits reported:

SLIDE 17 Source: FTI Consulting and the Taproot Foundation, “Nonprofit Survey: Leveraging Pro Bono Resources” (unpublished data, 2011). FIELD PRO BONO USE (%) “Companies are increasingly developing pro bono programs as a key tool to increase their positive community impact.” Margaret M. Coady, Director, Committee Encouraging Corporate Philianthropy Legal counsel Marketing Human Resources Financial and administrative support Financial advisory or consulting Information technology Organizational design or coaching Board member or executive search PRO BONO IN BUSINESS AREAS

SLIDE 18 PRO BONO PIE 15 Billion Dollar

►Innovative professional development ►Increased employee satisfaction ►Cross-sector collaboration and learning ►Stronger relationships with funders ►Extending network ►Increased capacity for administrative and operational needs ►Increased resources to focus on program delivery It’s not about doing more with less— it’s about doing more with more. Increased impact Deeper engagement Organizational development SLIDE 19 IT’S MORE THAN THE PROJECT

SLIDE 20 GETTING STARTED 20

PRINCIPLE ONE PRINCIPLE TWO PRINCIPLE THREE PRINCIPLE FOUR PRINCIPLE FIVE Know and define your needs Get the right resource for the right job Be realistic about pro bono deadlines Act like a paying client Learning goes both ways SLIDE 21 PRINCIPLES OF GOOD PRO BONO

SCOPE Identify possible projects Select one that is good for pro bono Create a scope document to discuss with potential providers Create a project scope together with your provider Be a good client Learn from the project so you can get even better results next time Identify good leads Make contact Create a solid agreement SECURE MANAGE SLIDE 22 USING PRO BONO SUCCESSFULLY

SLIDE 23 1.SCOPE: Can you clearly define the work that needs to be done? Do you feel confident that it won’t change over the course of the project? 2.URGENCY: When does the project need to be done? What are the consequences of not hitting that deadline? 3.KNOWLEDGE NEEDED: What knowledge about the field and about your organization will the pro bono consultants need? Is the outcome worth providing that education? 4.STAFF AND BOARD READINESS: Would your team and board be open to having this project done (and done pro bono)? Do they have the time to be engaged on the project? Will they have time to implement the project deliverables? FOUR TESTS FOR SCOPING PRO BONO PROJECTS

SLIDE 24 1)Identify possible project 2)Select one that is good for pro bono 3)Create a scope document to discuss with potential providers… SCOPING PRO BONO

SLIDE 25 RESOURCES taprootfoundation.org

SLIDE 26 PROJECT FINDER

SLIDE 27 PROVIDER FINDER

SLIDE 28 RESOURCES – Linked In LINKEDIN

SLIDE 29 “This book is a critical resource for any nonprofit board serious about resource generation.” - Linda Crompton CEO, BoardSource

SLIDE 30