#CECPSummit | @CECPTweets

Carmen Perez

Director, Evaluation and Data Insights, CECP

@CECPTweets | @carmenjsperez

Tim Youmans

Director of Research, Strategic Investor Initiative

@CECPTweets

CECP

Trends:

Giving in

Numbers

Preview

2

Giving in Numbers Preview

Your Changing Role:

New Competitive Advantage

Core Responsibilities

Carmen Perez, Director, Evaluation and Data Insights

Interviewed by:

Tim Youmans, Research Director, Strategic Investor Initiative

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4

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New Competitive Advantage:

Three Key Insights

Investors Are Asking

6Source: CECP company-reported dataset. 2015 Data, N=217

Note: MM = Millions

“Has your corporate citizenship department (or similar department) been called upon to provide environmental,

social, and/or governance (ESG) information on to a particular investor or to the investor relations department?”

13%

30%

25%

28%

4%

Median

Giving

$12.0MM

Median

Giving

$14.3MM

Median

Giving

$21.9MM

Median

Giving

$27.5MM

Median

Giving

$32.1MM

56% report ESG information to Investors

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ESG and Performance

Source: CECP company-reported dataset - 2014 Data & Bloomberg Terminal Database

Notes: -Sample = 515. Includes CECP affiliated companies and non-CECP affiliated companies in the Fortune 500

-Medians were calculated for all ESG & Financial Performance Metrics

Released

on CECP

Insights

blog

9%8%

25%

24%

16%

12%

16%

45 6

10

7

10 10108

10

1416

19 190.11% 0.10%

0.08%

0.13% 0.13%

0.10%

0.18%

0.00%

0.02%

0.04%

0.06%

0.08%

0.10%

0.12%

0.14%

0.16%

0.18%

0.20%

0

5

10

15

20

25

Where You Sit Matters

8Source: CECP company-reported dataset. 2015 Data, Department categories are not mutually exclusive, N=272.

Team refers to the number of reported Contributions Team Full Time Equivalent (FTE).

HRn=25

Admin/Finance/

Legaln=22

Comms./

Marketingn=67

External/

Public/

Corporate Affairsn=63

Giving/Foundation/

Philanthropyn=43

Community

Affairs/Relationsn=31

CSR/

Citizenship/

Sustainabilityn=43

Average # on Team

Median # on Team

Total Giving/Revenue

% of Companies

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Poll Question

If your department moved within corporate reporting structure last

year, did it move closer to the CEO?

• Yes it moved; Closer to CEO

• Yes it moved; Same distance from CEO

• Yes it moved; Stayed direct to CEO

• No move; Stayed direct to the CEO

• No move; Not reporting directly to CEO

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Core Responsibilities

Preview:

Four Giving in Numbers Topics

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Your Sector Matters

Total Giving/ Revenue Total Giving/ PTP % Change Median Total Giving

Communications -26%

Consumer Discretionary -20%

Consumer Staples 2%

Energy -25%

Financials 7%

Health Care -19%

Industrials = -2%

Materials = -11%

Technology 29%

Utilities 11%

All Companies 1%

Decreased at least 0.10% Decreased at least 0.10% Decreased at least 10%

Decreased between 0.10% and 0% Decreased between 0.10% and 0% Decreased between 10% and 0%

No Significant Change No Significant Change No Significant Change

Increased between 0% and less than 0.03% Increased between 0% and less than 0.10% Increased between 0% and less than 10%

Increased at least 0.03% Increased at least 0.10% Increased at least 10%

Source: CECP company-reported dataset. 2013-2015 Data, 3 Year Matched-Set of 211 companies. Inflation adjusted.

Total Giving Changes 20132015

Volunteer Participation…

12Source: CECP company-reported dataset. Column chart: 2013-2015 Data

, N=69

…Is Up …Varies by Dept.

28%31% 33%

2013 2014 2015

Growth in Responsibility

13Source: CECP company-reported dataset. Line chart: 2013-2015 Matched-Set Data, N=95 Contribution Team Full Time Equivalent (FTE)

2011 2015

FTEs FTEs

Total

Employees

Total

Employees

3%

-2%

1500 1550

8.16 million8.31 million

Growth

Rate

Measurement, Both Up and Down

14Source: CECP company-reported dataset. 2013-2015, Matched-Set Data, N=112

Percentage of companies measuring social outcomes and/or

impacts, 2013-2015

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Poll Question

Your department’s increased accountability to the business has led to

which demand occurring the most in the last year:

• The need to show results to both the business AND society from

existing efforts and programs

• Pressure to innovate, undertake NEW efforts and programs

• Push to integrate your department’s expertise to inform/enhance

other business departments or functions

• Increased demand for reporting and transparency from various

stakeholders seeking information on your work

• None of these occurred or there is no increased accountability

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What’s Next For

Your Changing Role

New Competitive Advantage

Core Responsibilities

Record Breaking Year!

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272 Multi-billion dollar

companies

$7.5 trillion in aggregated

revenues

62 companies out of the Fortune

100

80+ companies

involved for 10 years

or more!

Celebrating our 15th

Year!

Thank you to

The Conference

Board!

Thank you for your work and commitment for creating the largest

and most comprehensive study in our field!