the shifting world of business and community · 12/10/2014 · director of corporate citizenship...

The Shifting World of Business and Community

Presented by:

Jocelyne Daw & Joe Waters

March 26, 2014

1:00 – 2:30 p.m. Eastern

Noon – 1:30 p.m. Central

11:00 a.m. – 12:30 p.m. Mountain

10:00 –11:30 a.m. Pacific

9:00 – 10:30 a.m. Alaska

Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA 22203-4168

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Association of Fundraising Professionals

2014 WEB/AUDIOCONFERENCES

Educating Fundraisers in the 21st Century

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WEB/AUDIOCONFERENCE 2014

March 26, 2014



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Jocelyne Daw is a recognized pioneer and leading expert in the evolution of authentic business and community partnerships and in the integration of branding and social impact. She is Founder & CEO at JS Daw & Associates, a boutique consultancy helping business & nonprofits strengthen community impact. Jocelyne's work uses the principles outlined in her books Cause Marketing: Partner for Purpose, Passion and Profits (2006, Wiley/AFP) and Breakthrough Nonprofit Branding: Seven Principles to Power Extraordinary Results (2010 Wiley/AFP). Joe Waters writes the web's leading cause marketing blog, Selfishgiving.com. He's the author of Cause Marketing for Dummies and, most recently, Fundraising with Businesses: 40 New (and Improved!) Strategies for Nonprofits. Joe has been helping nonprofits raise money from businesses for twenty years.

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The Shifting World of

Business and Community


March 26, 2014

www. jsdaw.com

@jocelynedaw

3/25/2014

2

www. jsdaw.com

THE SHIFTING WORLD OF

BUSINESS-COMMUNITY PARTNERSHIPS

Our goals today:

1. Big picture: New pressures on business and how this is

changing their approach to philanthropy and community

partnerships

2. Implications: What this means for the nonprofit sector

3. Hands-on Ideas: New and improved strategies and tactics to

working with businesses in your community

4. Questions and discussion

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Survey Questions:

1. Fundraising from business has changed for the better. Rank on a scale of 1 – 10 (1 = significantly worse, 10 = significantly better)

2. I have had to adapt my approach in order to be successful. Rank on a scale of 1 –10.(1 = Not at all, 10 = Dramatically)

LIKE FEW TIMES IN OUR HISTORY,

A FUNDAMENTAL SHIFT

IS UPON US

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FOUR MEGA-TRENDS

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•

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* Edelman Trust Barometer, 2014

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Cone Communications, 2013

The Opportunity

•81% of consumers expect

companies to do more than

make money or support their

local communities

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SOURCE: Adapted from Social Innovation Inc.

From BEING responsible to

TAKING RESPONSIBILITY

Are we being responsible?

(It’s expected today!)

• Philanthropy

• Being transparent

• Do no harm

• Support function

• Triple bottom line

Are we taking responsibility?

•Authentic issues

•Drive for impact and results

•Align with company & society

•Create social/business VALUE

•Three-dimensional VALUE

PROPOSITION

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Building Trust and Future

Performance on Societal Actions.

Edelman Trust Barometer, 2014

2014-03-25

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Shared Value:

Evolution of Corporate Mindset

Evolving Perspectives on Corporate Social

Engagement Approaches

“It is not a problem”

- Ignore it

- Minimize our

responsibility

- Philanthropy is

enough

- Focus on public

relations

- Increase

philanthropy

- Engage

stakeholders

“It is a problem”

- Add costs to fix the

problem

- Report

transparently on

our results

- Leverage corporate

assets

“Let’s solve the problem”

“It is an opportunity!”

- Build social issues

into corporate

strategy to:

- Lower costs

- Grow revenues

or

- Differentiate our

value proposition

SHARED VALUE

Business

Opportunities

& Challenges

Social

Needs

Corporate

Assets

and

Expertise

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SHARED VALUE: SOCIAL ENGAGEMENT PORTFOLIO

Philanthropy Strategic CSR Shared Value

Motivation Be generous Be responsible Be more competitive

Issue Selection Community needs Stakeholder wants Strategic positioning

Resources Funding, volunteer CSR budget, staff

skills

Corporate budget

Corporate

“Home”

Foundation/CI CSR/Sust. Dept. Cross-functional

Look & Feel Projects/programs Programs/initiatives New business models

Social Value More resources Better resources Enduring solution

Business Value Goodwill Reputation Long-term profitability

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2014-03-25

THE ROLE OF PARTNERSHIPS

Peter Senge: The future of our

world rests heavily on our ability

to foster partnerships ‘across

every imaginable boundary’

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THE NEED/ROLE FOR PROFESSIONAL

PARTNERSHIP TRAINING & BROKERS

SOCIAL CHANGE IS GOOD FOR BUSINESS;

BUSINESS IS GOOD FOR SOCIAL CHANGE

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EVOLUTION OF LEADING COMMUNITY INVESTMENT

1980s TRANSACTIONAL 2000s STRATEGIC EMERGENT: IMPACT

Donations:

Do Good

•Checkbook Philanthropy

•Charitable Organizations

•Side of the desk

•Nice to have activity

•Donations – do good and

give back

•Decisions based on executive

interests

•DONATIONS

Community Investment:

Invest in Focus Areas

•Community Investment

•Causes

•Professional Community

Investment Staff

•Should do program

•Focus investment in areas of

interest

•Strategic decision making

•COMMUNITY INVESTMENT

& PARTNERSHIPS

Shared Value:

Solutions & Impact

•Co-Create Social and Business

Value

•Solutions

• CI aligned & integrated across the

company

•Must do business strategy

• Create shared value, build

meaningful partnerships, drive

social impact

•SOCIAL PURPOSE &

COMMUNITY INNOVATION

32 sharedvalue.org

WHAT DOES THIS MEAN

FOR YOU AS FUND

DEVELOPMENT

PROFESSIONALS?

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FROM TO

MARGINS

•Isolated, managerial function

MAINSTREAM

•Aligned and integrated, CI takes leadership for

community connections

GIVE $ AWAY FROM PROFITS

•Charity and doing good mindset

PROFITS + PURPOSE

•Take on issues and work towards a solution

GIVE BACK AND BE

RESPONSIBLE

•Transactional and reactive

TAKE RESPONSIBILITY FOR IMPORTANT SOCIAL

ISSUE

•The new expectation and opportunity to strengthen

trust

SHARE VALUE

•Invisible, cash and employees

CREATE SHARED VALUE

•Value –for community, organization, employees &

company

SUPPORT NONPROFIT NEEDS

•Activities and reports

WORK TOWARDS SOLUTIONS

•Positive social change with right partners

SUMMARY OF KEY TRENDS

QUESTIONS & DISCUSSION

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.80%

6%

72%

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500

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15,000,000

245,000

1800

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The Money is in the Register

#2

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Types of Biz Fundaisers

Point-of-sale

Purchase or action-triggered

Digital

Message Promotion

Employee Engagement

Types of Biz Fundaisers

Point-of-sale

Purchase or action-triggered

Digital

Message Promotion

Employee Engagement

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Point–of–Sale

Pinups

Register Programs

Round-Ups

Donation Boxes

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Action is at the front

Buck or two

Campaign runs for 2 to 6 weeks

Frequently includes pinup…but not always

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Resource

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Responding to question from Charlie Rose in an onstage interview

at a TED conference in Vancouver, Mr. Page suggested businesses

can be better vehicles to create “revolutionary change” and build

a better future.

-Philanthropy.com, March 21, 2014

Survey Questions:

Which fundraiser would you try?

1. Pinups

2. Register Program

3. Round-up

4. Donation Box

3/25/2014

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pinterest.com/joewaters

Rachel HutchissonDirector of Corporate Citizenship & Philanthropy

Blackbaud

@RachelHutchssn

Doing business also means doing good.

Companies everywhere are trying to show savvy

consumers that they have a heart. Get practical advice

to build a give back program from scratch and make it

part of the company culture.

www.businessdoinggood.com

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For a listing of the 2014 AFP Webinar Series, please visit our

website at www.afpnet.org in the professional development section.

Coming Next….

April 9, 2014

1:00 – 2:30 p.m. ET

Creating a Breakthrough

Strategy for Your Nonprofit

Robert Sheehan, Ph.D., CFRE

CERTIFICATE OF PARTICIPATION

I was a participant in the AFP Webinar held

March 26, 2014

1:00 – 2:30 PM Eastern


Presented by:


Full participation in this session is applicable for 1.5 points in Category 1.B – Education

of the CFRE International application for initial certification and/or recertification.

Signed__________________________________________________________

This is for your records only.


March 26, 2014


You may use this form to capture your immediate impressions.

Please complete the evaluation online by April 2, 2014 at:

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8. Jocelyne Daw & Joe Waters

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JANUARY 28, 2014, TUESDAY

Inbound Marketing: The Latest Techniques

To Attract More Donors, Volunteers and Others

Allan Pressel

FEBRUARY 12, 2014, WEDNESDAY

Developing Earned Income Streams For Your Nonprofit

Mazarine Treyz

FEBRUARY 27, 2014, THURSDAY

Firing Lousy Board Members – And Helping the Others Succeed Simone Joyaux, ACFRE

MARCH 13, 2014, THURSDAY

Millenial Motivation: What Makes Millenials Want

To Give

S. Michelle Cline, J.D.

MARCH 26, 2014, WEDNESDAY

The Shifting World of Business and Community Jocelyne Daw, Joe Waters

APRIL 9, 2014, WEDNESDAY

Creating a Breakthrough Strategy for Your Nonprofit Robert Sheehan, Ph.D., CFRE

APRIL 24, 2014, THURSDAY

Development from the Donor’s Perspective

Alice Ferris, MBA, ACFRE

Jim Anderson

MAY 7, 2014, WEDNESDAY

Major Gifts for Small Shops

Amy Eisenstein, ACFRE

MAY 20, 2014, TUESDAY

Case Studies: 24 Hour Turn Around Campaigns

Michelle Conklin, CFRE

JUNE 12, 2014, THURSDAY

6 Figure Fundraising: How to Create and Run Your First

$100,000+ Major Gifts Campaign

Sandy Rees, CFRE

JUNE 25, 2014, WEDNESDAY

Creative Design for Fundraising Campaigns

Derrick Feldmann

JULY 10, 2014, THURSDAY

Developing a Relationship Management System

Jennifer Filla

JULY 22, 2014, TUESDAY

Building Donor Loyalty: How to Double Your Major Gift

Revenue

Rachel Muir, CFRE

AUGUST 13, 2014, WEDNESDAY

Opening the Door to Major Gifts: Mastering the

Discovery Call

John Greenhoe, CFRE

SEPTEMBER 9, 2014, TUESDAY

Extreme Social Media Makeover: Nonprofit Edition!

Allan Pressel

SEPTEMBER 24, 2014, WEDNESDAY

Getting Your Organization Onboard with Fundraising:

Weaving a Philanthropic Culture

Andrea McManus, CFRE

OCTOBER 8, 2014, WEDNESDAY

Incorporating Stories Into Your Fundraising Program Leah Eustace, CFRE

OCTOBER 21, 2014, TUESDAY

Fundraising Basics Brian Bonde, ACFRE

NOVEMBER 18, 2014, TUESDAY

Growth in Giving/Fundraising Effectiveness Project

Erik Daubert, MBA, ACFRE

DECEMBER 10, 2014, WEDNESDAY

Small Shop Success: Building Something from Nothing –

Starting a Well-Rounded Development Program

Amy Wolfe, MPPA, CFRE


2014 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21st Century

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AFP 2014 WEB/AUDIOCONFERENCE SERIES

January 28, 2014: Inbound Marketing: The Latest Techniques To Attract More Donors, Volunteers and Others – Allan Pressel

February 12, 2014 Developing Earned Income Streams For Your Nonprofit – Mazarine Treyz

February 27, 2014 Firing Lousy Board Members – And Helping the Others Succeed – Simone Joyaux, ACFRE

March 13, 2014 Millenial Motivation: What Makes Millenials Want To Give – S. Michelle Cline, J.D.

March 26, 2014 The Shifting World of Business and Community – Jocelyne Daw, Joe Waters

April 9, 2014 Creating a Breakthrough Strategy for Your Nonprofit – Robert Sheehan, Ph.D., CFRE

April 24, 2014 Development from the Donor’s Perspective – Alice Ferris, MBA, ACFRE and Jim Anderson

May 7, 2014 Major Gifts for Small Shops – Amy Eisenstein, ACFRE

May 20, 2014 Case Studies: 24 Hour Turn Around Campaigns – Michelle Conklin, CFRE

June 12, 2014 6 Figure Fundraising: How to Create and Run Your First $100,000+ Major Gifts Campaign – Sandy Rees, CFRE

June 25, 2014 Creative Design for Fundraising Campaigns – Derrick Feldmann

July 10, 2014 Developing a Relationship Management System – Jennifer Filla

July 22, 2014 Building Donor Loyalty: How to Double Your Major Gift Revenue – Rachel Muir, CFRE

August 13, 2014 Opening the Door to Major Gifts: Mastering the Discovery Call – John Greenhoe, CFRE

September 9, 2014 Extreme Social Media Makeover: Nonprofit Edition! – Allan Pressel

September 24, 2014 Getting Your Organization Onboard with Fundraising: Weaving a Philanthropic Culture – Andrea McManus. CFRE

October 8, 2014 Incorporating Stories into Your Fundraising Program – Leah Eustace, CFRE

October 21, 2014 Fundraising Basics – Brian Bonde, ACFRE

November 18, 2014 Growth in Giving/Fundraising Effectiveness Project – Erik Daubert, MBA, ACFRE

December 10, 2014 Small Shop Success: Building Something from Nothing – Starting a Well-Rounded Development Program – Amy Wolfe MPPA, CFRE

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the shifting world of business and community · 12/10/2014 · director of corporate citizenship...

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