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Speed Dating and Breaking Up:
Assessing your Corporate Citizenship Partnerships from
Start to Finish
Stewart Rassier, Director, Executive Education & Advisory Products, Boston College Center for Corporate Citizenship
© 2018 Center for Corporate Citizenship
Ice Breaker
2
1. Think of a partnership you have with a
non-profit organization.
2. How would you describe that relationship
with 1, 2 or 3 words?
3. Write those words on a sticky note.
4. Silently walk around the room and review
sticky notes (3 minutes)
5. Silently find 3 colleagues you should
group with.
6. In groups of 4 describe your experience
in 1 minute or less.
© 2018 Center for Corporate Citizenship
Agenda
3
1. Can I Get Your Number?
Context for Partnership
2. Non-Profit “Speed Dating”
Getting to know a NPO through their 990
Form
3. “Breaking Up” with your Non-
Profit Partner
Exit Strategies
© 2018 Center for Corporate Citizenship4
International Rescue Committee
2 miles away
The International Rescue Committee responds to the world’s worst
humanitarian crises and helps people whose lives and livelihoods
are shattered by conflict and disaster to survive, recover, and gain
control of their future.
1. Can I Get Your Number?
Context for Partnership
© 2018 Center for Corporate Citizenship
3 Drivers for Partnerships
Source: 2016 Report of the Factors Influencing
the importance of Corporate-NGO partnerships
Top Drivers for
Corporations
1. Different Assets
1. Demonstrate
Commitment to
Community
2. Brand Reputation
& Credibility
© 2018 Center for Corporate Citizenship
% of total
contribution to
NPOs by
companies
6
5%
Source: Giving USA Foundation, Giving USA 2017
© 2018 Center for Corporate Citizenship
% of nonprofits
who could not
meet demand for
their services
7
52%
Source: Nonprofit Finance Fund State of the Sector
Survey 2015, Council on Nonprofits
© 2018 Center for Corporate Citizenship
% who said that
community needs
simply go unmet
when they cannot
provide services.
8
71%
Source: Nonprofit Finance Fund State of the Sector
Survey 2015, Council on Nonprofits
© 2018 Center for Corporate Citizenship
% of funders ask
NPOs to collect
data to capture
the effectiveness
of programming
9
89%
Source: Stanford: Improving Corporate-Nonprofit
Partnerships: 3 ways corporations can more effectively
partner with nonprofits
© 2018 Center for Corporate Citizenship
% of funders who
"rarely" or "never"
cover the costs
associated with
measuring
program outputs
or outcomes
10
68%
Source: Stanford: Improving Corporate-Nonprofit
Partnerships: 3 ways corporations can more effectively
partner with nonprofits
© 2018 Center for Corporate Citizenship
% of nonprofits think
they can have an
open conversation
with their funders
about flexible capital
for organizational
growth or change
11
6%
Source: Stanford: Improving Corporate-Nonprofit
Partnerships: 3 ways corporations can more effectively
partner with nonprofits
© 2018 Center for Corporate Citizenship
% of nonprofits
comfortable talking
with their funders
about working
capital needs
12
8%
Source: Stanford: Improving Corporate-Nonprofit
Partnerships: 3 ways corporations can more effectively
partner with nonprofits
© 2018 Center for Corporate Citizenship13
International Rescue Committee
2 miles away
The International Rescue Committee responds to the world’s worst
humanitarian crises and helps people whose lives and livelihoods
are shattered by conflict and disaster to survive, recover, and gain
control of their future.
2. Speed Dating:
Reviewing an NPOs 990
Form
© 2018 Center for Corporate Citizenship
IRS Compliance Checklist
• Verify the recipient's eligibility to receive a charitable gift.
• Determine if the recipient is a supporting organization. lf it is,
determine what type.
• Confirm that the recipient does not appear on the Office of
Foreign Assets Control (OFAC) at the U.S. Department of the
Treasury list of organizations and persons linked to terrorism.
© 2018 Center for Corporate Citizenship
The Form 990 is an information return, not an income tax return,
since the organizations that file it do not pay income tax. In addition
to being the main IRS reporting form for nonprofits, is the basic
component of the annual report that must be filed with a large
number of state offices that regulate charitable solicitation. The 990
serves two purposes:
1. Provides information that helps the IRS and state charity
regulators enforce laws that govern nonprofits.
2. Provides transparency into and encourages accountability of a
nonprofit.
The primary audience for 990s used to be the IRS, but since an
update in 2008 to increase transparency and accountability, the
general public – especially donors and other stakeholders – is now as
important an audience as the IRS.
The Form 990 is a long and complex financial document. In the
accompanying handout, we will show you what is important and
how to use a Form 990 when assessing the health on a nonprofit.
Form 990
© 2018 Center for Corporate Citizenship
Resource: GuideStar
GuideStar's Mission
To revolutionize philanthropy and nonprofit practice by providing
information that advances transparency, enables users to make
better decisions, and encourages charitable giving.
Free reports from GuideStar
• What you need to know about nonprofit executive compensation
(November 2015)
• Data-Driven Funders: In Search of Insight (April 2016)
• Unlocking the world’s largest nonprofit database (Feb. 2016)
• US Veterans Organizations by the Numbers (November 2015)
GuideStar data at a glance
• 1.8 million IRS-recognized tax-
exempt organizations.
• 5.4 million Form 990 images.
• 3.2 million digitized Form 990
records.
• 6.6 million individuals in the
nonprofit sector.
© 2018 Center for Corporate Citizenship
Scavenger
Hunt
Form 990
Exercise
17
1. You have received a 990 from BELL (Building
Educated Leaders for Life).
2. BELL is a national nonprofit with headquarters in
Boston’s Dorchester neighborhood. BELL is a typical
nonprofit, partners with regional corporations, and
has a corporate presence on its national board of
directors.
3. Take a moment to look through BELL’s 990. Then
answer the questions on the worksheet.
4. You will have 15 minutes to work as a team to
complete the worksheet.
5. We will take time as a class to review answers and
discuss what you found.
© 2018 Center for Corporate Citizenship18
International Rescue Committee
2 miles away
The International Rescue Committee responds to the world’s worst
humanitarian crises and helps people whose lives and livelihoods
are shattered by conflict and disaster to survive, recover, and gain
control of their future.
3. Breaking Up:
Exiting a NPO Partnership
© 2018 Center for Corporate Citizenship
4 “C”s of Exit Strategies
Challenges
Consensus
Consistency
Customize
© 2018 Center for Corporate Citizenship
Example: Nike and LIVESTRONG
© 2018 Center for Corporate Citizenship
5 Steps Towards the Exit
1. Secure internal champions
• Senior leaders and ambassadors
2. Identify key external stakeholder
• Advocates and critics
3. Examine company’s transition resources
• Cash, non-cash, influence
4. Determine company’s transition plan
• 1,2, and 3 years
5. Communicate the exit
1. Celebrate and recognize past success.
2. Why is the company exiting?
3. How the transition will happen?
© 2018 Center for Corporate Citizenship
Exit Plan
Scenario
Exercise
22
Directions:
1. Read the exit scenario provided.
1. Determine what your exit strategy will be based
on the 5 Steps Towards the Exit.
2. These are illustrative examples, use your best
judgment about what might be possible
resources, constraints, and opportunities for
your fictitious company.
1. You will have 15 minutes to prepare as a group.
2. There will be 5 minutes to share and answer
questions with another group.
© 2018 Center for Corporate Citizenship
Gratitude!
ccc.bc.edu
ccc.bc.edu/learning
@bcccc
6 Ways to Know More, Do More,
Achieve More with @BCCCC
1. Read our Research.
2. Log on to a Webinar.
3. Make a Knowledge Request (Members only).
4. Follow us on Twitter - @bcccc.
5. Take a Course – online or in-person.
6. Attend our Conference.

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Speed dating and breaking up: Assessing your corporate citizenship partnerships from start to finish

  • 1. Speed Dating and Breaking Up: Assessing your Corporate Citizenship Partnerships from Start to Finish Stewart Rassier, Director, Executive Education & Advisory Products, Boston College Center for Corporate Citizenship
  • 2. © 2018 Center for Corporate Citizenship Ice Breaker 2 1. Think of a partnership you have with a non-profit organization. 2. How would you describe that relationship with 1, 2 or 3 words? 3. Write those words on a sticky note. 4. Silently walk around the room and review sticky notes (3 minutes) 5. Silently find 3 colleagues you should group with. 6. In groups of 4 describe your experience in 1 minute or less.
  • 3. © 2018 Center for Corporate Citizenship Agenda 3 1. Can I Get Your Number? Context for Partnership 2. Non-Profit “Speed Dating” Getting to know a NPO through their 990 Form 3. “Breaking Up” with your Non- Profit Partner Exit Strategies
  • 4. © 2018 Center for Corporate Citizenship4 International Rescue Committee 2 miles away The International Rescue Committee responds to the world’s worst humanitarian crises and helps people whose lives and livelihoods are shattered by conflict and disaster to survive, recover, and gain control of their future. 1. Can I Get Your Number? Context for Partnership
  • 5. © 2018 Center for Corporate Citizenship 3 Drivers for Partnerships Source: 2016 Report of the Factors Influencing the importance of Corporate-NGO partnerships Top Drivers for Corporations 1. Different Assets 1. Demonstrate Commitment to Community 2. Brand Reputation & Credibility
  • 6. © 2018 Center for Corporate Citizenship % of total contribution to NPOs by companies 6 5% Source: Giving USA Foundation, Giving USA 2017
  • 7. © 2018 Center for Corporate Citizenship % of nonprofits who could not meet demand for their services 7 52% Source: Nonprofit Finance Fund State of the Sector Survey 2015, Council on Nonprofits
  • 8. © 2018 Center for Corporate Citizenship % who said that community needs simply go unmet when they cannot provide services. 8 71% Source: Nonprofit Finance Fund State of the Sector Survey 2015, Council on Nonprofits
  • 9. © 2018 Center for Corporate Citizenship % of funders ask NPOs to collect data to capture the effectiveness of programming 9 89% Source: Stanford: Improving Corporate-Nonprofit Partnerships: 3 ways corporations can more effectively partner with nonprofits
  • 10. © 2018 Center for Corporate Citizenship % of funders who "rarely" or "never" cover the costs associated with measuring program outputs or outcomes 10 68% Source: Stanford: Improving Corporate-Nonprofit Partnerships: 3 ways corporations can more effectively partner with nonprofits
  • 11. © 2018 Center for Corporate Citizenship % of nonprofits think they can have an open conversation with their funders about flexible capital for organizational growth or change 11 6% Source: Stanford: Improving Corporate-Nonprofit Partnerships: 3 ways corporations can more effectively partner with nonprofits
  • 12. © 2018 Center for Corporate Citizenship % of nonprofits comfortable talking with their funders about working capital needs 12 8% Source: Stanford: Improving Corporate-Nonprofit Partnerships: 3 ways corporations can more effectively partner with nonprofits
  • 13. © 2018 Center for Corporate Citizenship13 International Rescue Committee 2 miles away The International Rescue Committee responds to the world’s worst humanitarian crises and helps people whose lives and livelihoods are shattered by conflict and disaster to survive, recover, and gain control of their future. 2. Speed Dating: Reviewing an NPOs 990 Form
  • 14. © 2018 Center for Corporate Citizenship IRS Compliance Checklist • Verify the recipient's eligibility to receive a charitable gift. • Determine if the recipient is a supporting organization. lf it is, determine what type. • Confirm that the recipient does not appear on the Office of Foreign Assets Control (OFAC) at the U.S. Department of the Treasury list of organizations and persons linked to terrorism.
  • 15. © 2018 Center for Corporate Citizenship The Form 990 is an information return, not an income tax return, since the organizations that file it do not pay income tax. In addition to being the main IRS reporting form for nonprofits, is the basic component of the annual report that must be filed with a large number of state offices that regulate charitable solicitation. The 990 serves two purposes: 1. Provides information that helps the IRS and state charity regulators enforce laws that govern nonprofits. 2. Provides transparency into and encourages accountability of a nonprofit. The primary audience for 990s used to be the IRS, but since an update in 2008 to increase transparency and accountability, the general public – especially donors and other stakeholders – is now as important an audience as the IRS. The Form 990 is a long and complex financial document. In the accompanying handout, we will show you what is important and how to use a Form 990 when assessing the health on a nonprofit. Form 990
  • 16. © 2018 Center for Corporate Citizenship Resource: GuideStar GuideStar's Mission To revolutionize philanthropy and nonprofit practice by providing information that advances transparency, enables users to make better decisions, and encourages charitable giving. Free reports from GuideStar • What you need to know about nonprofit executive compensation (November 2015) • Data-Driven Funders: In Search of Insight (April 2016) • Unlocking the world’s largest nonprofit database (Feb. 2016) • US Veterans Organizations by the Numbers (November 2015) GuideStar data at a glance • 1.8 million IRS-recognized tax- exempt organizations. • 5.4 million Form 990 images. • 3.2 million digitized Form 990 records. • 6.6 million individuals in the nonprofit sector.
  • 17. © 2018 Center for Corporate Citizenship Scavenger Hunt Form 990 Exercise 17 1. You have received a 990 from BELL (Building Educated Leaders for Life). 2. BELL is a national nonprofit with headquarters in Boston’s Dorchester neighborhood. BELL is a typical nonprofit, partners with regional corporations, and has a corporate presence on its national board of directors. 3. Take a moment to look through BELL’s 990. Then answer the questions on the worksheet. 4. You will have 15 minutes to work as a team to complete the worksheet. 5. We will take time as a class to review answers and discuss what you found.
  • 18. © 2018 Center for Corporate Citizenship18 International Rescue Committee 2 miles away The International Rescue Committee responds to the world’s worst humanitarian crises and helps people whose lives and livelihoods are shattered by conflict and disaster to survive, recover, and gain control of their future. 3. Breaking Up: Exiting a NPO Partnership
  • 19. © 2018 Center for Corporate Citizenship 4 “C”s of Exit Strategies Challenges Consensus Consistency Customize
  • 20. © 2018 Center for Corporate Citizenship Example: Nike and LIVESTRONG
  • 21. © 2018 Center for Corporate Citizenship 5 Steps Towards the Exit 1. Secure internal champions • Senior leaders and ambassadors 2. Identify key external stakeholder • Advocates and critics 3. Examine company’s transition resources • Cash, non-cash, influence 4. Determine company’s transition plan • 1,2, and 3 years 5. Communicate the exit 1. Celebrate and recognize past success. 2. Why is the company exiting? 3. How the transition will happen?
  • 22. © 2018 Center for Corporate Citizenship Exit Plan Scenario Exercise 22 Directions: 1. Read the exit scenario provided. 1. Determine what your exit strategy will be based on the 5 Steps Towards the Exit. 2. These are illustrative examples, use your best judgment about what might be possible resources, constraints, and opportunities for your fictitious company. 1. You will have 15 minutes to prepare as a group. 2. There will be 5 minutes to share and answer questions with another group.
  • 23. © 2018 Center for Corporate Citizenship Gratitude! ccc.bc.edu ccc.bc.edu/learning @bcccc 6 Ways to Know More, Do More, Achieve More with @BCCCC 1. Read our Research. 2. Log on to a Webinar. 3. Make a Knowledge Request (Members only). 4. Follow us on Twitter - @bcccc. 5. Take a Course – online or in-person. 6. Attend our Conference.

Editor's Notes

  1. What is causing this increase in collaboration? The most significant reasons are an increasing recognition of the need for companies and NGOs to leverage each sector’s different assets, pressure on companies to demonstrate societal consideration, and enhancing corporate or brand reputation and credibility.
  2. 2015 was the third year in a row that more than half of nonprofits could not meet demand.
  3. Verify the recipient's eligibility to receive a charitable gift. Establish whether the organization is allowed to receive tax-deductible contributions. Confirm the recipient’s foundation and deductibility status. Determine whether the recipient is in good standing with the IRS. Determine if the recipient is a supporting organization. lf it is, determine what type. A supporting organization is a charity established for the purpose of providing support to another charity. Confirm that the recipient does not appear on the Office of Foreign Assets Control (OFAC) at the U.S. Department of the Treasury list of organizations and persons linked to terrorism. Office of Foreign Assets Control (OFAC) at the U.S. Department of the Treasury list of terrorism-related organizations based on the USA PATRIOT (Unite and Strengthen America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism) Act. Penalties stemming from gifts to ineligible supporting organizations are particularly steep and put organizations at risk of excise taxes. Charitable deductions are disallowed and may be required to pay penalties to the IRS. Giving money to an organization that the U.S. government has named an SDN is a crime. Contributions to nonprofits on the OFAC lists put donor at risk of prosecution. To prevent such outcomes, grantmakers and donors should: Perform due diligence in the appropriate resources before the grant or contribution is made. Document research , especially the research date, can be kept in electronic or printed form.
  4. The Form 990 is a key document for an NPO’s transparency. It is different than a tax return, and contains rich information about the nonprofit. It is intimidating at first, but with a little practice, you can easily find critical information about the partners with whom you work.
  5. The U.S. nonprofit sector is large and amazingly diverse. It can be complex—nonprofit is not necessarily the same as tax-exempt, not all tax-exempt organizations are charities, and tax-exempt organizations have special rules they must follow in order to retain their status. GuideStar is a free resource that you should become familiar with, if you aren’t already! The site contains information on IRS-recognized tax-exempt organizations, and is where you can go to find a grantee’s Form 990, which they are required to submit to the IRS each year. GuideStar also publishes helpful reports providing information on topics like nonprofit executive compensation and veterans’ organizations.
  6. Change in senior leadership Lack of accountability Lack of results The perception or reality that the current partnership is not allowing the corporation to make the greatest impact on the community Failure to spread ownership The development of a new philanthropic focus Reduced budget or other resource constraints The achievement of set partnership goals Diminishing quality of results and impact Strategy implications when organizations develop new relationships with other funders Unresolved conflicts of interest Poor governance
  7. Key points of value for exit strategies: Maintain consistent messaging about why you are exiting the partnership and reinforce your commitment to citizenship through the support of other nonprofits and / or social / environmental issues. Anticipate and prepare for challenges that will come up as you implement your exit strategy. Build consensus among internal and external stakeholders. Some groups will support your decision, others will be upset by ending the partnership. A quality exit strategy should allow a company to develop a customized approach to address the specific needs of partners involved in the transition. Keep these in mind as you implement your exit strategy. https://vimeo.com/30812983, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/ The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits Sources: Adapted from The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits; Future Leaders in Philanthropy, Corporate-Nonprofit Partnerships: Developing an Effective Exit Strategy, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/, https://vimeo.com/30812983.
  8. A slightly extreme reason for exiting a relationship has to do with more urgent and reputation-threatening reasons. Nike had a longstanding partnership with the Livestrong Foundation. However, when Lance Armstrong was shown to have participated in doping, the company made it clear that they were victims as well. They terminated their contract and stated clearly that they did not condone his behavior. Nike said it would honor the financial terms of the contract until it expired because of the agreement they made and their continued belief in empowering people affected by cancer. In a case like this, the rules about exiting a partnership for the more typical reasons go out the window – the point here is to remember that your ultimate responsibility is to your company, and maintaining partnerships that support your mission and goals.
  9. An effective exit plan requires collaboration within a company at all levels. Most likely, everyone from senior management to Human Resources will be involved in the plan. Create a cross-functional planning team: Outline key responsibilities of the team and individual roles. Understand implications for various business units. Schedule regular meetings to ensure procedure is on schedule. Inform senior leaders as needed: Secure buy-in from the appropriate decision-makers throughout the planning process. Provide talking points to senior leadership so they are never caught off guard. So who might you engage internally? Communications / Marketing – for communications and PR Sales – if sales people are using the partnership as a selling point HR – could be using the partnership as a recruiting and retaining tool Employee affinity groups – may support the partnership or may not support it IT – may have systems in place to support partnership. Will also be able to support communications plan re: exiting https://vimeo.com/30812983, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/ The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits Sources: Adapted from The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits; Future Leaders in Philanthropy, Corporate-Nonprofit Partnerships: Developing an Effective Exit Strategy, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/, https://vimeo.com/30812983. By creating a plan that informs and builds consensus with key internal and external stakeholders, you can mitigate the risk of your (or your partner’s) reputation experiencing any negative effects. A comprehensive plan consists of roles and responsibilities for champions, key message points, communications strategies, initial terms of agreement with community partners, and a detailed timeline. We’ll review 6 steps to achieve an effective plan next. https://vimeo.com/30812983, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/ The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits Sources: Adapted from The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits; Future Leaders in Philanthropy, Corporate-Nonprofit Partnerships: Developing an Effective Exit Strategy, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/, https://vimeo.com/30812983. Third – make sure to spend time examining transition resources. Do not simply walk away from your partner overnight. Many nonprofits rely upon their partners support and an abrupt end to the relationship (unless in the event of a scandal) can have a negative effect on both the nonprofit and your company. It is best practice to transition resources away from the partnership over a period of time, most often 1-3 years. Several avenues of transition support exist. In-kind donations, transition grants, community influence, and network access, as appropriate. It is important for both you and your partner to equally remain sensitive to the impact that the transition will have on all parties involved in the transition, particularly in terms of the community’s expectations. Strong, concise, and clear communication can make or break you company’s exit strategy. Common tactics include issuing a press release and updating relevant information on an intranet, company website and social media outlets. Future plans in the community and in philanthropic endeavors should be announced in conjunction with your exit strategy plan. You should highlight your other citizenship efforts to date and your company’s citizenship plans for the future. Create separate FAQs for internal and external audiences. Anticipate negative responses No matter how much engagement you do ahead of time, you will still experience some negative responses. Identify potential critics in advance and prepare an appropriate response. Confidently stand by your decision. Showcase your overall positive impact as a corporate citizen. Sources: Adapted from The Partnering Initiative, Moving On: Effective Management for Partnerships Transitions, Transformations and Exits; Future Leaders in Philanthropy, Corporate-Nonprofit Partnerships: Developing an Effective Exit Strategy, http://www.networkflip.com/corporate-nonprofit-partnerships-developing-an-effective-exit-strategy/, https://vimeo.com/30812983.