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Corporate Giving Guidelines
Guiding Your Organization to Success
Corporate Giving

Corporate giving, also known as corporate philanthropy, refers to the act
of for-profit companies donating some of their profits or resources to charity.
Donations may come from the company directly, or through a separate,
company-sponsored foundation or public charity.
PART I:

WHY
SHOULD
CORPORATIONS

GIVE?
Does it really improve the

bottom line?

76% of consumers indicate they
would switch brands to one associated with a good
cause...

87% of employees at companies with
philanthropic programs feel a stronger sense of loyalty to
their employer.
Benefits of Corporate Giving


help companies build customer loyalty

recruit and retain employees

stand out in a crowded marketplace

helps improve a company’s bottom line
External Benefits
Improved customer loyalty

Enhanced reputation and standing in the community

Increased name recognition and brand awareness

Beneficial business-to-business relationships with
nonprofits

Healthier, more livable and economically stronger
communities
Internal Benefits

Competitive advantage in attracting and retaining
employees

Leadership and development opportunities for employees

Exposure of senior staff to new ideas and important social
movements

Improved internal communication and common purpose
Average consumers want to live more responsibly
Average consumers want to live more responsibly
                                   sustainably
Average consumers want to live more responsibly
                                   sustainably
                                    ethically
Average consumers want to live more responsibly
                                   sustainably
                                    ethically
                                    green
Average consumers want to live more responsibly
                                   sustainably
                                    ethically
                                    green
                                    greenily
PART II: You’ve got money.
WHO SHOULD YOU GIVE IT TO?
Probably not your dog.
                             efforts to improve diversity of
                             people studying veterinary
                             sciences

                             support organizations preventing
                             animal cruelty

                             provide aid to people who can’t
                             afford to properly feed or care for
                             their pets




HOTEL MOGUL LEONA HELMSLEY
Align with your
    MISSION
✤   Through no fault of their own,
    more than four million dogs
    end up in shelters and dog
    rescue organizations every
    year, and nearly half of them
    never find a place to call
    home. Our mission is to help
    those dogs by providing grants
    to 501(c)(3) shelters and
    rescue groups—and by
    encouraging dog adoption.
The Pedigree
Adoption Drive


http://
www.youtube.com/
watch?
Pedigree Guidelines
How is it determined which shelters and breed rescues will be
recipients of grants from the Foundation?


A: All organizations seeking grants should be a
501(c)(3) non-profit entity whose activities focus
on helping shelter and/or breed rescue dogs find
loving homes, and meet other criteria established
by the Foundation's Board of Directors. A
registration process will guide
non-profit organizations through the eligibility
questions and application process. All
organizations that meet the criteria and submit an
application by the deadline will receive funding in
an amount determined by the Foundation.
Some Considerations
Does your giving policy align with
your culture, vision, values,
assets?

Will it generate positive
publicity?

Is it specific and focused?
Be Strategic
What do your   customers value?
Champion their causes...
WILL YOU GIVE GLOBALLY?
OR IN YOUR OWN BACKYARD?
Understand that giving is political.
PART III:

  Ways to
Corporate Giving Options
Corporate giving program - funded as part of
their annual operating budgets. Administered by
corporate staff and directed by CEO.

Not subject to rules and regulations governing
private corporate foundations.
Corporate Foundation

Companies can create
an independent, tax-
exempt private
foundation

Subject to same rules
and regulations as
other private
foundations
Corporate Community
Fund
Corporations can
establish a community
fund without incurring
the cost of setting up
a private foundation
Employee Matching &
In-Kind Donations
Payroll deductions

Employee charitable
gifts

Volunteer time

Donations of products
PART IV: Writing Guidelines
MAKE IT EASY AND UNDERSTANDABLE
State your purpose                                                                              #1

     Sony SCA Guidelines for Giving
Sony's company-wide philanthropic efforts reflect the diverse interests of our core businesses

               arts education, arts
and focus on several distinct areas:


and culture, health and human
services, civic and community
outreach, education, and
volunteerism.                      Each operating company has its own philanthropic priorities
and unique resources. While positive consideration is given to efforts that promote literacy and
basic educational competency, the company also seeks to apply its financial, technological,
and human resources to the encouragement of the creative, artistic, technical, and scientific
skills required of tomorrow's workforce.
Define eligibility                                                    #2

  Exclusions                            • Organizations whose prime
                                          purpose is to influence legislation
• Organizations that discriminate on    • Testimonial dinners in general
  the basis of race, color, creed,      • For-profit publications or
  gender, religion, age, national         organizations seeking
  origin, or sexual orientation           advertisements or promotional
• Partisan political organizations,       support
  committees, or candidates and         • Individuals seeking self-
  public office holders                   advancement
• Religious organizations in support    • Foreign or non-U.S.-based
  of their sacramental or theological     organizations
  functions                             • Organizations whose mission is
• Labor unions                            outside of the U.S.
• Endowment or capital campaigns
  of national origin
Outline Application
                                                                      #3
   Process
   Grant Application Procedures              history, activities, purpose, and
                                             proof of 501 C (3) status as an
The company welcomes requests for            organization that is not a private
support throughout the year within the       foundation
guidelines and program areas set forth.    • History of previous support from
We do not consider multi-year requests       Sony Corporation of America or any
for support.                                 other Sony business unit
                                           • The amount being requested
There is no grant application form.
                                           • A description of the purpose for
Requests must be submitted in writing
                                             which the grant is requested
and should include the following
information:
 • A brief, written description of the
   organization on its official
   letterhead, including its legal name,
Review Process
   Review and Evaluation of Grant        proposed materials. We do not
   Requests                              respond to telephone follow-ups. We
                                         appreciate your cooperation.
Requests and supporting materials        Since the company receives funding
are carefully reviewed. If the request   requests far in excess of its annual
is within the Corporate Giving           grants program budget, it must often
guidelines and program priorities, and   decline support to worthy
available funds permit consideration     organizations and programs. Such a
of this request, the organization may    response does not reflect in any way
be asked to provide more complete        a negative appraisal of the
information before a decision is         prospective organization or the value
made.                                    of its services.
Notification of grant request approval
or rejection will be made in writing
within one month of receipt of all
Successful
Guidelines...
Encourage employee participation in charitable giving

Are based on a strategy, process, budget, rationale for
giving

Keep top level management involved
Minimize confusion...

14.4 billion in
corporate giving funds
annually

Thousands of
applications to review
Create Positive Image

Guidelines are visible
and directly linked to
company branding &
image

A public document
that can build or
damage reputation
Ultimately...

 BENEFIT SOCIETY



 BENEFIT BUSINESS




create a win-win.

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Corporate Giving Guidelines

  • 1. Corporate Giving Guidelines Guiding Your Organization to Success
  • 2. Corporate Giving Corporate giving, also known as corporate philanthropy, refers to the act of for-profit companies donating some of their profits or resources to charity. Donations may come from the company directly, or through a separate, company-sponsored foundation or public charity.
  • 4. Does it really improve the bottom line? 76% of consumers indicate they would switch brands to one associated with a good cause... 87% of employees at companies with philanthropic programs feel a stronger sense of loyalty to their employer.
  • 5. Benefits of Corporate Giving help companies build customer loyalty recruit and retain employees stand out in a crowded marketplace helps improve a company’s bottom line
  • 6. External Benefits Improved customer loyalty Enhanced reputation and standing in the community Increased name recognition and brand awareness Beneficial business-to-business relationships with nonprofits Healthier, more livable and economically stronger communities
  • 7. Internal Benefits Competitive advantage in attracting and retaining employees Leadership and development opportunities for employees Exposure of senior staff to new ideas and important social movements Improved internal communication and common purpose
  • 8. Average consumers want to live more responsibly
  • 9. Average consumers want to live more responsibly sustainably
  • 10. Average consumers want to live more responsibly sustainably ethically
  • 11. Average consumers want to live more responsibly sustainably ethically green
  • 12. Average consumers want to live more responsibly sustainably ethically green greenily
  • 13. PART II: You’ve got money. WHO SHOULD YOU GIVE IT TO?
  • 14. Probably not your dog. efforts to improve diversity of people studying veterinary sciences support organizations preventing animal cruelty provide aid to people who can’t afford to properly feed or care for their pets HOTEL MOGUL LEONA HELMSLEY
  • 15. Align with your MISSION ✤ Through no fault of their own, more than four million dogs end up in shelters and dog rescue organizations every year, and nearly half of them never find a place to call home. Our mission is to help those dogs by providing grants to 501(c)(3) shelters and rescue groups—and by encouraging dog adoption.
  • 17. Pedigree Guidelines How is it determined which shelters and breed rescues will be recipients of grants from the Foundation? A: All organizations seeking grants should be a 501(c)(3) non-profit entity whose activities focus on helping shelter and/or breed rescue dogs find loving homes, and meet other criteria established by the Foundation's Board of Directors. A registration process will guide non-profit organizations through the eligibility questions and application process. All organizations that meet the criteria and submit an application by the deadline will receive funding in an amount determined by the Foundation.
  • 18. Some Considerations Does your giving policy align with your culture, vision, values, assets? Will it generate positive publicity? Is it specific and focused?
  • 20. What do your customers value?
  • 22. WILL YOU GIVE GLOBALLY? OR IN YOUR OWN BACKYARD?
  • 23. Understand that giving is political.
  • 24. PART III: Ways to
  • 25. Corporate Giving Options Corporate giving program - funded as part of their annual operating budgets. Administered by corporate staff and directed by CEO. Not subject to rules and regulations governing private corporate foundations.
  • 26. Corporate Foundation Companies can create an independent, tax- exempt private foundation Subject to same rules and regulations as other private foundations
  • 27. Corporate Community Fund Corporations can establish a community fund without incurring the cost of setting up a private foundation
  • 28. Employee Matching & In-Kind Donations Payroll deductions Employee charitable gifts Volunteer time Donations of products
  • 29. PART IV: Writing Guidelines MAKE IT EASY AND UNDERSTANDABLE
  • 30. State your purpose #1 Sony SCA Guidelines for Giving Sony's company-wide philanthropic efforts reflect the diverse interests of our core businesses arts education, arts and focus on several distinct areas: and culture, health and human services, civic and community outreach, education, and volunteerism. Each operating company has its own philanthropic priorities and unique resources. While positive consideration is given to efforts that promote literacy and basic educational competency, the company also seeks to apply its financial, technological, and human resources to the encouragement of the creative, artistic, technical, and scientific skills required of tomorrow's workforce.
  • 31. Define eligibility #2 Exclusions • Organizations whose prime purpose is to influence legislation • Organizations that discriminate on • Testimonial dinners in general the basis of race, color, creed, • For-profit publications or gender, religion, age, national organizations seeking origin, or sexual orientation advertisements or promotional • Partisan political organizations, support committees, or candidates and • Individuals seeking self- public office holders advancement • Religious organizations in support • Foreign or non-U.S.-based of their sacramental or theological organizations functions • Organizations whose mission is • Labor unions outside of the U.S. • Endowment or capital campaigns of national origin
  • 32. Outline Application #3 Process Grant Application Procedures history, activities, purpose, and proof of 501 C (3) status as an The company welcomes requests for organization that is not a private support throughout the year within the foundation guidelines and program areas set forth. • History of previous support from We do not consider multi-year requests Sony Corporation of America or any for support. other Sony business unit • The amount being requested There is no grant application form. • A description of the purpose for Requests must be submitted in writing which the grant is requested and should include the following information: • A brief, written description of the organization on its official letterhead, including its legal name,
  • 33. Review Process Review and Evaluation of Grant proposed materials. We do not Requests respond to telephone follow-ups. We appreciate your cooperation. Requests and supporting materials Since the company receives funding are carefully reviewed. If the request requests far in excess of its annual is within the Corporate Giving grants program budget, it must often guidelines and program priorities, and decline support to worthy available funds permit consideration organizations and programs. Such a of this request, the organization may response does not reflect in any way be asked to provide more complete a negative appraisal of the information before a decision is prospective organization or the value made. of its services. Notification of grant request approval or rejection will be made in writing within one month of receipt of all
  • 34. Successful Guidelines... Encourage employee participation in charitable giving Are based on a strategy, process, budget, rationale for giving Keep top level management involved
  • 35. Minimize confusion... 14.4 billion in corporate giving funds annually Thousands of applications to review
  • 36. Create Positive Image Guidelines are visible and directly linked to company branding & image A public document that can build or damage reputation
  • 37. Ultimately... BENEFIT SOCIETY BENEFIT BUSINESS create a win-win.

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