Corporate Community Investment and Employee Giving

1. Corporate Community Investment and Employee Giving Christine Jenkins CCWorks www.ccworks.co.uk

2. Todays Ground Rules No banging on about Instead Giving Creativity Change Enthusiasm Engagement Open minds tax relief PGA’s PFO’s HMRC Payroll contracts

3. CCI Employee Engagement Programmes Employee volunteering Employee fundraising Payroll Giving Employee Giving

4. The Boring Bit - statistics Highest %age take up by LBG member company

5. The Boring Bit - statistics %age take up of employee giving by sector LBG members

6. Question for you Why are Financial Institutions so Successful with Employee Giving?

7. The Three Stages of Corporate Engagementin Employee Giving Facilitator Gatekeeper Enthusiasts

8. How many of each? Gatekeepers – 70% Facilitators – 20% Enthusiasts – 10%

9. Gatekeepers Disinterested Unengaged Negative Attach No Value to Employee Giving Only offer it to staff under duress Don’t promote to employees

10. Facilitators Passive Semi-engaged Does not ‘get’ the benefits May work with external agency

11. Facilitators • Typically stuck around 5% - 9% take up • Either promote Employee giving annually • via external agency or passively via HR software • Include large retailers • Can be resistant to new ideas

12. Why are so many large employers stuck here? INERTIA? PFO’S? CHARITIES’ PASSIVITY? BAD MARKETETING/BRANDING? PGA’s? LACK OF TOP LEVEL BUY-IN? NO RESOURCES? DISCUSS

13. From Gatekeeper to Enthusiasts Disinterested Disengaged Negative Keen Involved Positive Focus on the benefits

14. What drivers can you use? • Employee giving is: • Measurable • An Employee Engagement Tool • Simple, quick win-win • Replicable and scaleable • If all else fails – use pressure from above

15. From Facilitator to Enthusiastics Passive Semi-engaged Does not ‘get’ the benefits May work with PFO Active Passionate Understands how Company benefits Promotes independently GET CREATIVE

16. Enthusiasts Focused PG Targets May promote alone May align with other CCI programme

17. Enthusiast Deutsche Bank – CoY Employee Giving £700,000 Match up to £3000 per employee CEO endorsement Promote for 1 day’s pay Use email and embedded Vote yes button

18. Deutsche Bank – Elective giving 19.9% Targeting 50% tax payers Telephone call to target individuals

19. Deutsche Bank – why it works Choice CoY Targets Top level buy-in Easy to join

20. Deloitte’s Prize Draw Fly 4 Charity 2500 givers 25% workforce Monthly flight tickets 20% match 40% match to CoY £700,000 annually Moral: If you’re going to have a prize draw make it a good one!

21. What’s New in Employee Giving? Online tool Affordable Scalable Flexible Single or multi-cause Fun For employers, charities and individuals

22. What else is new? Government Campaign How will large employers get involved? How will SME’s behave? Will charities engage? Will the public learn to love employee giving? What will success look like to your organisation?

23. Light a Spark under Employee Giving Forget the barriers Employee giving is just a fundraising mechanism Get creative and Light a Spark!

24. Questions? christinejenkins@ccworks.co.uk 0845 612 3577 www.ccworks.co.uk

25. 10 minute workshops 2 groups Branding employee giving programmes – names?? Employee giving creative incentives