Charities Aid Foundation

Role of Intermediaries in

Corporate Community Investment (CCI)

Presented by Anup Tiwari, Head-Corporate Services, CAF India at National HRD Network-CAF CCI Workshop, PHDCCI New Delhi (India)

Partners in CCI

Corporations Beneficiary Community Implementing organisations Other resource partners- funding agencies,

government Intermediaries- the facilitators

Why an intermediary?

Provides knowledge & expertise on CCI themes that may/ may not exist in-house

Provides a value added advisory service on “Investing in the Community” which may include:

Areas for investment Identification of implementing partners Programme planning for factory managers overseeing the

initiative

Can be cause neutral and offer a menu of investment options to corporations

Intermediary agencies like Partners in Change, Business & Community Foundation, Charities Aid Foundation

Value Added Services

Provision of qualified & trained development professionals to: discuss and dialogue with top management on areas of CCI

investment provide expertise in specific areas

Due Diligence and Validation of NGO partners

Project Management including fund disbursement

Monitoring and Reporting

Provision of Tax incentives

Positives of Outsourcing CCI to Intermediaries

Intermediaries bring widespread development expertise Intermediaries handle community investments from inception

to completion (turn key)

Once the company short-lists areas for support, the intermediary:

Identifies NGO partnersValidates them Manages the projects Provides reports on the programme and financial aspects of

your CCI initiative

Sharing responsibility

Companies keen to invest in community programmes often have a concern about:

How and where With whom to invest

Intermediaries provide key services – advisory, management and reporting

CAF for instance advises and manages CCI initiatives of GlaxoSmithkline, Flextronics, Panalpina, Incentive Destinations

Intermediaries- Business Model & Macro Role

A Case Study on CAF India

Principles of Business Model

CAF’s business model is based on receiving and then grantmaking funds on behalf of donors.

Each of the donor services offered is based on local market need.

Each donor service has a linkage to the other

Offers donors choice (of how to give, whom to give to and when to give)

Being cause neutral

Principles of Business Model

Founded upon our uniqueness, core competencies and success in the UK and around the world

Grantmaking - distributing over $330 million annually Community investment Fund management Payroll giving/matching Trust management

Underpinned by the same rigorous commercial framework used in the UK and around the world, to make it happen

Key messages to Corporates

Forming a bridge between

your organisation

your stakeholders

and the causes you wish

to support

Increasing

Giving

Maximising the difference

you and your employees

can make through a range

of effective giving

services

You receive a

professional and efficient

service, while knowing we

reinvest any surplus back

into the voluntary sector

As experts in the field, we

work with you to help

achieve your social and

community goals

Key messages to Individuals

We provide you with an

easy, tax efficient and

trouble-free way to

support the causes that

are important to you

Increasing

giving

Our aim is to make

every aspect of your

giving

more effective

We communicate with

you in a way that meets

your needs

We are a not-for-profit

organisation – we

reinvest back into the

voluntary sector

Donor Services – offered by each CAF

Payroll Giving (aims to tap top 2.5% of the workforce)

Individual donor solutions Charity Account Trust/Foundation Account (HNI) Legacy Services Cross border giving (HNI)

Corporate donor solutions Consultancy/Grantmaking Matching, Volunteering Trust Creation Corporate Account Specialist package of services for global corporates

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Vision

CAFs international activity positions CAF as a foundation with global vision to increase the flow of resources.

Specifically:

Encouraging and enabling local giving around the world Enabling the effective distribution of resources by

grantmakers and companies Borderless / Diaspora giving – increasing the flow of

resources from the developed world to NGOs in developing countries

CAF operates internationally…

To fulfil our mission of “increasing giving” globally through:

Advocacy - facilitating legal and fiscal reform to encourage giving Developing new forms of local giving

CAF spends over $1million per year on developing giving internationally

CAF partners include Ford, CS Mott, DFID, USAID, UN Foundation, Rockefeller Foundation, Barclays Foundation, Levi Straus Foundation, Esmee Fairburn, Tudor Trust, the Big Lottery, Trust for Civil Society, EU, Commonwealth Foundation and a large number of individual donors

To serve global corporate clients, who wish to use services outside of UK.

Intermediaries making CCI..

Need based for the community Strategic for the corporate Planned Measurable More Impactful Efficient