STRONGER COMPANIES, STRONGER COMMUNITIES.

Roundtable

Ringing in the New Year:Planning Your Company’s 2007 Corporate Citizenship

Program

November 15, 2006

www.efbayarea.org408.278.2241

STRONGER COMPANIES, STRONGER COMMUNITIES.

MISSION & VISION

Our Mission

To engage high growth companies in corporate citizenship and philanthropic efforts so that new and leveraged resources are generated for community benefit.

Our Work

EF works with emerging companies to create, manage and implement corporate foundations and community benefit programs.

Our Vision

Silicon Valley will be considered a leading community, not just for our innovations but also for our corporate commitment to the broader community.

STRONGER COMPANIES, STRONGER COMMUNITIES.

AGENDA

9:30 Introductions

9:35 Review of EF Spectrum of Engagement

9:50 Small Group Discussion

10:35 Roll up discussion

10:50 Announcements and handouts

10:55 Wrap-up and Evaluation

STRONGER COMPANIES, STRONGER COMMUNITIES.

Employee Giving

EmployeeVolunteerism

EF Participating

Company

Corporate Giving

Corporate Infrastructure

Business Practices

Marketing/Communications

THE SPECTRUM OF ENGAGEMENT

STRONGER COMPANIES, STRONGER COMMUNITIES.

EF Participating

Company

Corporate Giving

Examples: • To date, EF generated more than $4.4 Million to community benefit

organizations such as Second Harvest Food Bank, Emergency Housing Consortium, Partners in School Innovation, including $410,000 in disaster relief to American Red Cross, Salvation Army and others.

• 6 EF companies have created Corporate Advised Funds (Company Foundation) with Bay Area Community Foundations.

Corporate Giving:• Donate stock/stock options• Matching Gifts• Donor Advised Funds (Community

Foundations)• Dollars for Doers Program• Donate/Discount Product and/or

Services

ENGAGING COMPANIES IN CORPORATE GIVING

STRONGER COMPANIES, STRONGER COMMUNITIES.

EF Participating

Company

Corporate Infrastructure

Examples: • More than 30% of EF Companies have VTO policies ranging from 8 to

40 hours per year. • Leadership incorporates community involvement initiatives into the

company’s business strategy and human resources objectives.

Corporate Infrastructure:• Incorporate community program into

company mission, vision, and values• Survey employee interests• Form employee Community

Involvement Planning Team• Develop corporate policies that support

community involvement, such as volunteer time off (VTO) policies

• Incorporate community involvement program into employee handbook and recruiting materials

ENGAGING COMPANIES IN CORPORATE INFRASTRUCTURE

STRONGER COMPANIES, STRONGER COMMUNITIES.

EF Participating

Company

Employee Volunteerism

Employee Volunteerism:• Sponsor company days in the

community • Support individual involvement in

community activities• Encourage employees to take Board

and other leadership roles with community benefit organizations

• Leverage human capital engagement as learning and development opportunities

ENGAGING COMPANIES IN EMPLOYEE VOLUNTEERISM

Examples: • In 2005, EF Company employees donated 7,780 hours in the

community.• Companies align CI activities with cross functional team building, spirit

programs, and leadership development initiatives.

STRONGER COMPANIES, STRONGER COMMUNITIES.

EF Participating

Company

Employee Giving

Employee Giving:• Host drives for employees to

contribute (e.g. food, backpacks, toys)• Conduct fundraisers (e.g. silent

auctions and bake sales)• Enable employees to donate PTO• Enable employees to make financial

contributions through payroll deductions

• Support 10K and 5K walk/runs

Examples: • In 2005, EF companies donated 15,129 lbs of food, 1,015 toys and

551 backpacks through company hosted drives.• Companies participate in walks such as the Human Race (10K) to

raise funds for partnering community organizations.• Companies sponsor auctions to raise funds for local schools. Auction

items have included lunch with the CEO!

ENGAGING COMPANIES IN EMPLOYEE GIVING

STRONGER COMPANIES, STRONGER COMMUNITIES.

EF Participating

Company

Business Practices

Business Practices:• Donate Office Space/Supplies to

Community Organizations• Benefit the environment through

recycling and alternative transportation programs

• Be aware of vendor environmental & contributions to the community programs

• Hire new or temporary employees from organizations that transition people back into the workforce

• Enable civic engagement & participationExamples: • Keynote Systems donates office space to Child Advocates.• Companies purchase their supplies from Give Something Back.• Temporary employees for projects are hired from Hope Rehabilitation

Services.• Companies enable employees to purchase train and bus passes

through pre-tax deductions from their payroll.

ENGAGING COMPANIES IN BUSINESS PRACTICES

STRONGER COMPANIES, STRONGER COMMUNITIES.

ENGAGING COMPANIES IN MARKETING COMMUNICATIONS

EF Participating

Company

Marketing/Communications

Examples: • Companies partner with clients on their CI initiatives. • Community organizations present at all-hands meetings.• Companies include their CI program in their internal and external

websites, bulletin boards, and newsletters including links to the organizations they support, employee activities, photos and recognition awards.

Marketing/Communication:• Internal and external promotion of CI

programs and results• Educate employees on community needs • Develop strategic cause-related marketing

campaigns tied to business goals• Summarize community involvement &

impact in annual reports • Celebrate results!

STRONGER COMPANIES, STRONGER COMMUNITIES.

EF Website (P/W Protected): http://www.efbayarea.org A clearinghouse of tools, resources, and examples focusing on specific components of implementing community involvement programs. •EFCommunity1 ListservAn email-based forum to share best practices and lessons learned with Bay Area colleagues from companies working to strengthen their corporate citizenship programs.• To subscribe, send an email to EFCommunity1-subscribe@yahoogroups.com

EF InitiativesNetwork-wide community involvement activities that address social concerns such as health, hunger, education and environment. Initiatives demonstrate how together EF members generate greater community impact.

RoundtablesAn opportunity for community involvement managers to network with each other and focus on the implementation of specific components of CCI programs.

EF NewsletterA quarterly email with news about our companies in action, upcoming events and activities, tips, pointers, and much more.

MEMBER SERVICES

EF Network