1. Proposed Philanthropy Program
Sample deck to help you think through messaging to corporate executives to make the case for a Corporate Foundation

2. Call to action
In relation to our size, xxx is significantly behind the curve in establishing a meaningful corporate giving program - OR – Because we are in the start-up phase of our company, now is the time to build community relations programs into our company for lasting impact
It is imperative to initiate this program now if we want it to be part of the culture of xxxx (Note: It is very difficult to add a new, lasting cultural value when the employee base reaches 1,000+)
We believe this program is important to the company, our brand, employees and the community. It allows us to be good corporate citizens
The resources within xxx are now significant enough to make an impact on the community in which we work

3. Vision and mission for the philanthropy program
xxx is an inspiring and great place to work. It’s time to make a difference in the community
Our initial recommendation for the xx Philanthropy Program is as follows:
Integrating service into our culture
Demonstrating good corporate citizenship
Focusing our social impact into clear program areas through product donation and cash grant programs

4. Insert Benchmark Data Here

5. Primary Areas of Commitment & Benefit
Corporate Level = Impact
Product and Cash Grants
Application process, reviewed by employee steering committee
Employee Level = Employee Morale
Various levels of participation available
Steering Committee or Councils
All employees can help choose area of focus via Intranet or Survey
6 days per year PTO to volunteer at charity of choice
Manager tracks
Choose your own or do it w/ larger department company
Steering committee organizes regular opportunities
Employee based grants – Dollars for Doers and Community Action Team grants

6. Year 1: Resources needed
Product grants
Amount
Unit
Total
xxx
$250
200
$50K
xxxx
$75
400
$30K
Cash grants
External grants
$10K 5
Employee matching grants
$500
$100K
Operations
Headcount
Startup fees
$25K
$355K

7. Year 1: Benefits provided to community
Item
Amount
Unit
Total
Product grants
xxx
$599
200
$120K
xxxx
$149
400
$60K
Volunteer services
$50
2500
$125K
Cash grants
External grants
$10K 5
$50K
Matching grants
$500
$100K
$454K

8. Funding options Endowment model Profit model
$375K/yr x 10 years, + headcount
Advantages
Self-sustaining after 10 years
Predictable funding stream for Foundation
Profit model
~$235K/yr ongoing (% of net profits) + headcount
Much lower yearly cost
Contingent upon profitability of company

9. Phased Approach Year Two Year One
Announce program to employees
Solicit employee feedback on focus area 7/6
Increase cash grants amount
Implement long-term financial & operating models
Enhance volunteer efforts and team activities
Finalize operating & financial models (endowment vs. yearly funding) in time for ’07 budgets
Hire Resource (could be done any time during year one)
Launch grants program around product donation
Implement matching gifts program
Create Employee Based Steering Committee
Locate community partners for volunteer programs
Executive/ Corporate Commitment
6/7
Year One
Year Two
Finalize year one financial model
Begin to create necessary forms, procedures
6/30
1st fundraiser (auction) 7/8

10. Near term goals June 7 July 6 July 30
Secure corporate commitment to program
Alignment on program plan and budget
July 6
Announce Philanthropy Program at company all-hands meeting
Solicit interest in Steering Committee
Determine area of focus (thru 7/15)
July 30
Announce area of focus
Announce/solicit participation in 1st volunteer activity options