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Five Common Features of Outstanding Employee Giving Schemes A presentation and workshop by Christine Five Common Features of Outstanding Employee Giving Schemes A presentation and workshop by Christine Jenkins Managing Director of CCWorks

What does ‘Outstanding’ mean to you? High %age take-up? How high? What does ‘Outstanding’ mean to you? High %age take-up? How high?

What ‘Outstanding’ means to me Large sums to charity(ies) – relative to size Match What ‘Outstanding’ means to me Large sums to charity(ies) – relative to size Match Funding – commitment at high level (6%) Administration paid – a given (38%) Directors donate – high level commitment Year on year growth – sustainable

Outstanding Schemes are cultural Finally, outstanding schemes have become part of the company CULTURE Outstanding Schemes are cultural Finally, outstanding schemes have become part of the company CULTURE Its……………. . ‘What We Do’

Five Common Features of Outstanding Employee Giving Schemes • Top level buy-in and proactive Five Common Features of Outstanding Employee Giving Schemes • Top level buy-in and proactive support • Easy to join • Great marketing and comms • Focus • Year on year improvement

What happens in the US? 35% - 40% average take up Some schemes achieve What happens in the US? 35% - 40% average take up Some schemes achieve nearly 100% take up How?

How? Local Giving through United Way or specific beneficiaries Positive reinforcement from employers - How? Local Giving through United Way or specific beneficiaries Positive reinforcement from employers - almost ‘opt-out’ High level support from CEO down Recognition and Reward Its got high levels of employee engagement – its CULTURAL

1. Wishard Health Services Most Successful Ever Campaign Features Dollar for Dollar match by 1. Wishard Health Services Most Successful Ever Campaign Features Dollar for Dollar match by an anonymous donor Employee giving used to leverage further large donations Over $2 million raised by 1000 employees 630 employees named on ‘wall of honour’ 117 rooms or areas named ‘in memoriam’ by employees or groups of employees All employee givers awarded 1 day’s leave to volunteer

2. Riverbed Technologies and Mercy Corps Uses online web pages to promote – one 2. Riverbed Technologies and Mercy Corps Uses online web pages to promote – one click to give Partners with one charity – Mercy Corps Focused on disaster relief eg. Haiti, Tsunami Matches 25% Achieves 25% take up

Dartmouth-Hitchcock Hospital and Medical School se? Which disea Which Departm ent? Donor wall 1, Dartmouth-Hitchcock Hospital and Medical School se? Which disea Which Departm ent? Donor wall 1, 300 - $650, 000 - Targeted - Choices - Recognition

Discuss Typical take-up in US 35% Are Americans more generous than we are Or Discuss Typical take-up in US 35% Are Americans more generous than we are Or do they get it right more often? V

Deloitte’s Prize Draw Fly 4 Charity 2500 givers 25% workforce Monthly flight tickets 20% Deloitte’s Prize Draw Fly 4 Charity 2500 givers 25% workforce Monthly flight tickets 20% match 40% match to Co. Y £ 700, 000 annually Moral: If you’re going to have a prize draw make it a good one!

Big Not Always Best? 88% take up Big Not Always Best? 88% take up

St James’ Place Channels Funds to St James’ Foundation Employees choose Beneficiary charities 700 St James’ Place Channels Funds to St James’ Foundation Employees choose Beneficiary charities 700 chosen New employees ‘inducted into the scheme’ 80% Take-up

Think Money & St James’ Place Top level buy-in and pro-active support? Easy to Think Money & St James’ Place Top level buy-in and pro-active support? Easy to Join? Great marketing and comms? Focus Year on year improvement

1. Top Level buy-in 1. Top Level buy-in

2. Easy to join - no Where’s that Employee Giving donor form? 2. Easy to join - no Where’s that Employee Giving donor form?

2. Easy to join – Yes! Online – at work or at play Use 2. Easy to join – Yes! Online – at work or at play Use software Use voting buttons

3. Great Marketing and Comms Excellent branding Compelling Campaign Messages Use of multiple communication 3. Great Marketing and Comms Excellent branding Compelling Campaign Messages Use of multiple communication channels

4. Focus Specific Beneficiary (ies) Deloitte, Think. Money, Wishard, Riverbed, Dartmouth-Hitchcock, St James Place 4. Focus Specific Beneficiary (ies) Deloitte, Think. Money, Wishard, Riverbed, Dartmouth-Hitchcock, St James Place Take-up Targets Deloitte, Think. Money, Wishard, Riverbed, Dartmouth-Hitchcock St James Place Employee Benefits/Incentives/ Rewards? Deloitte, Think. Money, Wishard, Dartmouth-Hitchcock, St James’ Place

5. Year on Year Improvement Keep Building a Culture of Giving Innovate and Get 5. Year on Year Improvement Keep Building a Culture of Giving Innovate and Get Creative Target New Employees – opt-in/opt-out?

Any Questions Thank You For Free Online Employee Giving Training Or Innovate to Increase Any Questions Thank You For Free Online Employee Giving Training Or Innovate to Increase your Take-up Go to www. bigchangeuk. co. uk And register for one of our free training webinars

Exercise Charities What stops you from working directly with employers? Join 2 people either Exercise Charities What stops you from working directly with employers? Join 2 people either side of you To discuss and look for solutions PFO’s/PGA’s What more can we do to support charities wanting to work directly with employers?