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

1. Roundtable Ringing in the New Year: Planning Your Company’s 2007 Corporate Citizenship Program November 15, 2006 www.efbayarea.org 408.278.2241

2. 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.

3. 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

4. THE SPECTRUM OF ENGAGEMENT Marketing/ Communications Corporate Giving EF Participating Company Corporate Infrastructure Business Practices Employee Giving Employee Volunteerism

5. ENGAGING COMPANIES IN CORPORATE GIVING • Corporate Giving: • Donate stock/stock options • Matching Gifts • Donor Advised Funds (Community Foundations) • Dollars for Doers Program • Donate/Discount Product and/or Services Corporate Giving EF Participating Company • 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.

6. ENGAGING COMPANIES IN CORPORATE INFRASTRUCTURE • 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 Corporate Infrastructure EF Participating Company • 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.

7. ENGAGING COMPANIES IN 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 Employee Volunteerism EF Participating Company • 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.

8. ENGAGING COMPANIES IN 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 Employee Giving EF Participating Company • 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!

9. ENGAGING COMPANIES IN 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 & participation Business Practices EF Participating Company • Examples: • 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.

10. ENGAGING COMPANIES IN MARKETING COMMUNICATIONS • 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! Marketing/ Communications EF Participating Company • 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.

11. MEMBER SERVICES EF Network • 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 Listserv • An 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 Initiatives • Network-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. • Roundtables • An opportunity for community involvement managers to network with each other and focus on the implementation of specific components of CCI programs. • EF Newsletter • A quarterly email with news about our companies in action, upcoming events and activities, tips, pointers, and much more.