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November 17th
, 2015 – Joe Fiocco
General Support
Shared-Development-RESEARCH-Donor and Prospect Files-Corporations-Deloitte Research JF 12.4.15
1
Deloitte and Deloitte Foundation
DP ID: 35494
Corporate Headquarters
30 Rockefeller Plaza
New York, NY 10112
Phone: 212-492-4000
Email:
Development Recommendations:
 If exhibition funding is the priority, Development should demonstrate the humanitarian aspects
of the Museum’s exhibits (e.g. Designing for Disaster). Their history of humanitarian and disaster
relief aligns with the Museum’s mission to raise awareness of such issues.
 Approaching Deloitte for sponsorship or involvement with Keystone Society would be
worthwhile, given their commitment to career development for college students.
 Their commitment to career development and elementary education would make them a
suitable target for educational program funding.
Top 5 Highlights:
 Deloitte can muster millions in funding and millions of volunteer hours.
 Their interests vary broadly, from humanitarian and disaster relief, to education from middle
school to the doctoral level.
 Deloitte has a strong commitment to nonprofits, evidenced by their RightStep Innovation Prize.
 Deloitte and the Foundation have a vested interest in the career development of students as
well.
 Their educational programs benefit educators by encouraging innovation in teaching business
and accounting.
November 17th
, 2015 – Joe Fiocco
General Support
Shared-Development-RESEARCH-Donor and Prospect Files-Corporations-Deloitte Research JF 12.4.15
2
Organization Profile:
Deloitte is one of the foremost management consulting firms in the world. Recently, they’ve expanded
into digital technology, risk management, auditing, financial advisory, and tax services. Their hierarchy
consists of Deloitte LLP, a holding company, which manages the firm’s subsidiaries. The subsidiaries
specialize in the consulting, tax, and financial advisory, respectively. They’ve increased their revenues to
$35.2 million; and their workforce to 225,000 across more than 150 countries in 2015. Eighty percent of
their clientele ranks among the Fortune 500 and is spread across twenty industry sectors. In the past
four years, Deloitte has made renewed commitments to pro-bono and volunteer work for their
employees. The firm prides itself on providing the same quality of work for pro-bono clients as well as
standard clients.
Since 1928, The Deloitte Foundation has prioritized training future workers in the advisory, accounting,
and consulting fields. The Foundation provides numerous resources for career development. They have
a considerable recruiting presence on college campuses. The Foundation provides millions in annual
funding to educational institutions across the US. Their programs aim to further the training of
professors, students of business, and accounting students at the graduate and doctoral level.
Key Employees:
 Cathy Engelbert, CEO, Deloitte LLP
 Mike Fucci, Chairman of the Board
 David Pearson, Chief Sustainability Officer
 Kathy Shoztic, Executive Director, Deloitte Foundation
Cumulative Giving to NBM:
The only existing record of a gift from Deloitte dates back to 2002. They gave $10,000 for the Honor
Award that year.
Contact with or ties to NBM Trustees, Staff or Volunteers:
Volunteer experience & philanthropic causes (Deloitte LLC):
 Deloitte has contributed nearly 1.2 million hours of combined volunteering and pro-bono work
in 2015. The value of that work amounts to about $123 million. The combined value of pro-bono
work, volunteering, and donations amounts to $212 million, an %11 increase from 2014.
 The firm and employees have made donations amounting to $78 million in 2015.
 Nonprofits that solicit Deloitte for pro-bono work report an average productivity improvement
of twenty percent.
 Deloitte signed the United Nations Global Compact, stating their commitment to promoting
human rights and environmental responsibility.
November 17th
, 2015 – Joe Fiocco
General Support
Shared-Development-RESEARCH-Donor and Prospect Files-Corporations-Deloitte Research JF 12.4.15
3
 Since 2011, the firm has contributed to humanitarian relief and restoration efforts in Japan after
the Fukushima Disaster. Deloitte has also contributed startup capital to 2,000 new enterprises
over the same period.
 In 2014, Deloitte mitigated water stewardship risks in paper mills for Smurfit Kappa, a leader in
European paper packaging.
 Deloitte’s humanitarian efforts span from post-cyclone relief in the South Pacific, earthquake
relief in Nepal, to support of the UN Ebola Multi-Partner Trust Fund.
 The RightStep Innovation Prize awards $100,000 cash and the same in pro-bono services to
nonprofits with an education mission integrated with the use of new technology.
 Overall, Deloitte has contributed 384,000 pro-bono and volunteering hours to reach nearly 1.4
million students from 2012 to 2015.
Volunteer experience & philanthropic causes (Foundation):
 The Foundation sponsors the annual Trueblood Seminars for accounting professors
 They have donated almost $17 million to endow professorships, chairs, and fellowships at
universities.
 They sponsor the Wildman Award to advance the art of public accounting.
 The Foundation awards a $5,000 prize as part of the American Tax Association Teaching
Innovation Award.
 The Deloitte Foundation holds the Federation of Schools of Accountancy Faculty Consortium and
Tax Faculty Consortium each year.
 Their Doctoral Fellowship Program awards $25,000 to ten doctoral candidates each year. This
program has supported 1,000 PhDs since 1956.
 The Foundation sponsors yearly case study seminars and competitions for MBA students and
graduate accounting students. Most recently, they have started sponsoring cybersecurity
competitions.
 The Foundation has sponsored the Life Inc. program since 2007. The program provides career
advice and accompanying materials to middle and high school students.
 Their Matching Gifts program has matched $5 million donated to nearly 400 universities.

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Deloitte Research JF 12.4.15 Writing Sample

  • 1. November 17th , 2015 – Joe Fiocco General Support Shared-Development-RESEARCH-Donor and Prospect Files-Corporations-Deloitte Research JF 12.4.15 1 Deloitte and Deloitte Foundation DP ID: 35494 Corporate Headquarters 30 Rockefeller Plaza New York, NY 10112 Phone: 212-492-4000 Email: Development Recommendations:  If exhibition funding is the priority, Development should demonstrate the humanitarian aspects of the Museum’s exhibits (e.g. Designing for Disaster). Their history of humanitarian and disaster relief aligns with the Museum’s mission to raise awareness of such issues.  Approaching Deloitte for sponsorship or involvement with Keystone Society would be worthwhile, given their commitment to career development for college students.  Their commitment to career development and elementary education would make them a suitable target for educational program funding. Top 5 Highlights:  Deloitte can muster millions in funding and millions of volunteer hours.  Their interests vary broadly, from humanitarian and disaster relief, to education from middle school to the doctoral level.  Deloitte has a strong commitment to nonprofits, evidenced by their RightStep Innovation Prize.  Deloitte and the Foundation have a vested interest in the career development of students as well.  Their educational programs benefit educators by encouraging innovation in teaching business and accounting.
  • 2. November 17th , 2015 – Joe Fiocco General Support Shared-Development-RESEARCH-Donor and Prospect Files-Corporations-Deloitte Research JF 12.4.15 2 Organization Profile: Deloitte is one of the foremost management consulting firms in the world. Recently, they’ve expanded into digital technology, risk management, auditing, financial advisory, and tax services. Their hierarchy consists of Deloitte LLP, a holding company, which manages the firm’s subsidiaries. The subsidiaries specialize in the consulting, tax, and financial advisory, respectively. They’ve increased their revenues to $35.2 million; and their workforce to 225,000 across more than 150 countries in 2015. Eighty percent of their clientele ranks among the Fortune 500 and is spread across twenty industry sectors. In the past four years, Deloitte has made renewed commitments to pro-bono and volunteer work for their employees. The firm prides itself on providing the same quality of work for pro-bono clients as well as standard clients. Since 1928, The Deloitte Foundation has prioritized training future workers in the advisory, accounting, and consulting fields. The Foundation provides numerous resources for career development. They have a considerable recruiting presence on college campuses. The Foundation provides millions in annual funding to educational institutions across the US. Their programs aim to further the training of professors, students of business, and accounting students at the graduate and doctoral level. Key Employees:  Cathy Engelbert, CEO, Deloitte LLP  Mike Fucci, Chairman of the Board  David Pearson, Chief Sustainability Officer  Kathy Shoztic, Executive Director, Deloitte Foundation Cumulative Giving to NBM: The only existing record of a gift from Deloitte dates back to 2002. They gave $10,000 for the Honor Award that year. Contact with or ties to NBM Trustees, Staff or Volunteers: Volunteer experience & philanthropic causes (Deloitte LLC):  Deloitte has contributed nearly 1.2 million hours of combined volunteering and pro-bono work in 2015. The value of that work amounts to about $123 million. The combined value of pro-bono work, volunteering, and donations amounts to $212 million, an %11 increase from 2014.  The firm and employees have made donations amounting to $78 million in 2015.  Nonprofits that solicit Deloitte for pro-bono work report an average productivity improvement of twenty percent.  Deloitte signed the United Nations Global Compact, stating their commitment to promoting human rights and environmental responsibility.
  • 3. November 17th , 2015 – Joe Fiocco General Support Shared-Development-RESEARCH-Donor and Prospect Files-Corporations-Deloitte Research JF 12.4.15 3  Since 2011, the firm has contributed to humanitarian relief and restoration efforts in Japan after the Fukushima Disaster. Deloitte has also contributed startup capital to 2,000 new enterprises over the same period.  In 2014, Deloitte mitigated water stewardship risks in paper mills for Smurfit Kappa, a leader in European paper packaging.  Deloitte’s humanitarian efforts span from post-cyclone relief in the South Pacific, earthquake relief in Nepal, to support of the UN Ebola Multi-Partner Trust Fund.  The RightStep Innovation Prize awards $100,000 cash and the same in pro-bono services to nonprofits with an education mission integrated with the use of new technology.  Overall, Deloitte has contributed 384,000 pro-bono and volunteering hours to reach nearly 1.4 million students from 2012 to 2015. Volunteer experience & philanthropic causes (Foundation):  The Foundation sponsors the annual Trueblood Seminars for accounting professors  They have donated almost $17 million to endow professorships, chairs, and fellowships at universities.  They sponsor the Wildman Award to advance the art of public accounting.  The Foundation awards a $5,000 prize as part of the American Tax Association Teaching Innovation Award.  The Deloitte Foundation holds the Federation of Schools of Accountancy Faculty Consortium and Tax Faculty Consortium each year.  Their Doctoral Fellowship Program awards $25,000 to ten doctoral candidates each year. This program has supported 1,000 PhDs since 1956.  The Foundation sponsors yearly case study seminars and competitions for MBA students and graduate accounting students. Most recently, they have started sponsoring cybersecurity competitions.  The Foundation has sponsored the Life Inc. program since 2007. The program provides career advice and accompanying materials to middle and high school students.  Their Matching Gifts program has matched $5 million donated to nearly 400 universities.