The role of a corporate foundation

in creating a responsible business

Starting Your Corporate

Foundation Journey

Sasha Dabliz, Divisional Director

Rosie Richardson-Aitken, Marketing Manager

13th March 2013

Brewin Dolphin is a member of the London Stock Exchange and is authorised and regulated by the Financial Services Authority No.124444

• One of the longest-established private client investment managers in the UK

• £26 billion of assets under management

• 130,000 clients and 39 offices in the UK and Channel Islands

• 2,000 staff

We are one of the UK’s largest independently-owned private client investment managers

An overview of Brewin Dolphin

The Brewin Dolphin Foundation

Why we set up a Foundation?• Enduring legacy for our 250th year anniversary• Co ordinate all the ad hoc charitable activity taking place across the network• Create a framework for more activity and charitable work• Create a cornerstone for our CSR policy

First Steps• Engaged with CAF• Researched other corporate foundations;

– how they are structured and what they deliver

• Looked at what our competitors are doing• Engaged with key advocates within firm• Reviewed our own current activity

Setting Up• Recruited a committee including a non-executive board member• Agreed values and principles• Created a funding proposal• Produced a strategic paper for Executive Board approval

Aims of the Foundation• Set up a self-funding Foundation• Demonstrate engagement with as many staff as possible• Demonstrate brand values of commitment and community• Increase overall charitable activity• Create an enduring legacy• Enhance the business reputation by having a tangible focus to our CSR policy

Challenges• Managing the expectations of the role of Foundation• Making sure staff understand that Foundation is encouraged but not mandatory• Internal comms – getting the message out• Achieving the right exposure for messaging • Motivating and mobilising staff• Securing ongoing internal support

Where we are• Content on intranet site up and running• Agreed policies on volunteering, fundraising matching, small grant making and GAYE• Firm wide mail out for GAYE – 50% increase in take up • Inclusion of Foundation in induction programme• Ambassador network – recruitment well underway• Monitoring and evaluation report created• Staff are engaging in the Foundation concept• Process to allow staff to apply for small grants for client or personally chosen charity • Foundation is now a visible cornerstone of CSR programme

Find out how Charities Aid Foundation can help your CSR programmehttps://www.cafonline.org/giving-as-a-company.aspx

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