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Exploring Corporate Philanthropy - Backup FINAL 6-

Exploring Corporate Philanthropy in a Global Context
 
 
You are being invited to participate in this confidential survey on your company’s charitable giving and community investments globally.

This survey seeks to gain a better understanding of corporate philanthropy and community investments in a global context. By completing the survey, you will be providing valuable information on how your company engages in such activities domestically and internationally. Your insights will help improve the practice of corporate philanthropy and maximize its impact globally. There are no right or wrong answers. Please give your honest opinion about each question.

We very much appreciate your time. Your participation in the study is voluntary and confidential. Please be assured that no information shall be presented or published in any way that will allow identification of any individual who responds to this survey or any company that is represented.

The survey was developed by the Indiana University Lilly Family School of Philanthropy, a leading academic institution dedicated to increasing the understanding of philanthropy and improving its practice worldwide. Your feedback will be compiled and analyzed by the School.

The survey will take approximately 20 minutes. It consists of five sections: Charitable Giving, International Charitable Giving, Community Investments, Giving to Disasters, and About Your Company. Please allow enough time to provide thoughtful responses to each question. We thank you in advance for taking the time participating in the survey.



Note: You will not be able to change responses once you have proceeded to the next page. Please do NOT use your browser's back button, as it can cause errors.
 
 
Charitable Giving
 
 
This section asks questions about your company’s charitable giving both within and outside of the United States. Here, charitable giving refers to charitable donations of cash, products, or services.
 
 
 
* Did your company make any charitable donations in the past fiscal year?
 
Yes
 
No
 
I don’t know
 
 
* Does your company have a foundation?
 
Yes
 
No
 
I don’t know
 
 
 
* At your company, which unit(s) usually has a primary role in making decisions for charitable giving? (Please select all that apply.)
 
Corporate headquarters in the United States
 
Company regional headquarters outside of the United States
 
Company regional headquarters in the United States
 
Company local offices
 
Company foundation
 
Other (please specify)
 
 
I don’t know

 
 
 
* Through which unit(s) does your company make charitable donations? (Please select all that apply.)
 
The company’s foundation
 
A department dedicated to community affairs/relations, corporate citizenship, or social responsibility
 
Communications or public relations department
 
Human resources department
 
Marketing department
 
Executive office
 
Internal employee committees
 
Regional/Local offices
 
Other (please specify)
 
 
I don’t know

 
 
* What are the primary areas of your company’s charitable giving? (Please select all that apply.)
 
Organizations that serve a combination of purposes (e.g., United Way, United Jewish Federation, Catholic Charities)
 
Higher education
 
Education (K-12, public libraries, adult education, and other)
 
Human services (e.g., Salvation Army, American Red Cross, agriculture programs, nutrition programs, employment training, homeless shelters, housing development programs, crime prevention, public safety, recreation and sports)
 
Health
 
Disaster preparedness, relief, and recovery
 
Environment preservation or animal protection
 
Arts, culture, or ethnic awareness
 
Public and society benefit (e.g., community improvement, economic development, civil rights, science, social science, technology, public transportation)
 
Religion
 
International activities (excluding disaster relief)
 
Other (please specify)
 
 
I don’t know

 
 
Listed below are the goals that companies often pursue through corporate giving. Please indicate the level of importance for each goal that your company seeks to achieve through charitable giving.
Major goal Minor goal Not a goal I don't know
* Facilitate entry into new markets
* Promote workforce development
* Maintain and increase existing market share
* Help address social problems
* Differentiate from other companies in the same industry
* Build and enhance corporate reputation
* Give back to the communities where the company operates
* Contribute to risk management
* Improve customer relations and foster a loyal customer base
* Support company’s mission and value
* Enhance financial performance for owners/shareholders
* Strengthen economic/community development
* Attract, retain, and motivate employees
 
Please rate the influence of the following factors on your company’s funding decisions for charitable giving.
Major influence Minor influence Not an influence I don't know
* Economy
* Market competition
* Employees’ preferences
* Customer relations
* Needs in local communities
* Company’s financial performance
* Executives' preferences
* U.S. tax rates
* Alignment with business objectives
* U.S. political and regulatory environment
* Media attention
 
 
Please indicate how closely your company's objectives for charitable giving are aligned with business objectives on the following scale, with 1 being not related at all and 10 being very closely aligned.
1 (Not related at all) 2 3 4 5 6 7 8 9 10 (Very closely aligned)
*  
-
 
 
 
* What are the most important factors that your company considers when establishing or maintaining a relationship with recipient organizations of your company’s donations? (Please select up to three factors.)
 
The recipient’s causes are aligned with our company’s business goals
 
The recipient’s geographic operations align with our company’s operations
 
The recipient’s connections to our company’s stakeholders
 
The recipient’s effectiveness and/or efficiency in producing results
 
The recipient's reputation
 
The recipient’s mission is aligned with our company’s philanthropic focus
 
The recipient’s accountability
 
The recipient’s size and capacity
 
Other (please specify)
 

 
 
 
What type(s) of charitable support does your company provide? (Please select all that apply.)
 
Program support
 
General operating support (unrestricted)
 
Capital support (e.g., buildings, equipment, endowment)
 
Other (please specify)
 
 
I don’t know

 
 
 
* Does your company track charitable giving separately from other types of community investments (e.g., sponsorships, volunteerism, strategic investments, cause-related marketing)?
 
Yes
 
No
 
I don’t know
 
 
For the most recently completed fiscal year, approximately how much (in U.S. dollars) did your company donate in total to nonprofit organizations?

Notes:
Please do NOT include funds or the value of hours contributed by employees.
Please enter numeric values only. If you don’t know the total amount, please leave the text box blank.
 
 
Total dollar amount:
$    (in U.S. dollars)
 
 
 
Then, approximately how much did your company donate in the following ways, respectively, during the most recently completed fiscal year?

Notes:
Please do NOT include funds or the value of hours contributed by employees.
Please enter numeric values only. If your company did not make charitable donations in any of these ways, please enter 0 in the corresponding text box.
If you don’t know any of these, please leave the corresponding text box blank.

 
 
Donations of cash (from the company)
$    (in U.S. dollars)
 
 
Donations of cash (from the foundation)
$    (in U.S. dollars)
 
 
Non-cash (e.g., products, services)
$    (in U.S. dollars)
 
 
Other/Breakdown not available
$    (in U.S. dollars)
 
 
For the most recently completed fiscal year, approximately how much (in U.S. dollars) did your company spend in total on charitable donations and other types of community investments?

Notes:
Please do NOT include funds or the value of hours contributed by employees.
Please enter numeric values only. If you don’t know the total amount, please leave the text box blank.
 
 
Total dollar amount:
$    (in U.S. dollars)
 
 
 
Then, approximately how much did your company spend on charitable donations and other types of community investments in the following ways, respectively, during the most recently completed fiscal year?

Notes:
Please do NOT include funds or the value of hours contributed by employees.
Please enter numeric values only. If your company did not make charitable donations in any of these ways, please enter 0 in the corresponding text box.
If you don’t know any of these, please leave the corresponding text box blank.
 
 
Donations of cash (from the company)
$    (in U.S. dollars)
 
 
Donations of cash (from the foundation)
$    (in U.S. dollars)
 
 
Non-cash (e.g., products, services)
$    (in U.S. dollars)
 
 
Other/Breakdown not available
$    (in U.S. dollars)
 
 
* What obstacles does your company face in participating in charitable initiatives? (Please select all that apply.)
 
Lack of financial resources for these activities
 
Lack of personnel to coordinate these activities
 
Lack of knowledge about how to conduct these activities
 
Lack of company policies for these activities
 
The complexity of U.S. legal rules for charitable donations made to foreign organizations
 
Don't think it is necessary for the company to get involved in these activities
 
Other (please specify)
 
 
I don’t know

 
 
International Charitable Giving
 
 
This section asks about your company’s charitable donations made to support international initiatives in particular. This refers to donations made through a U.S.-based nonprofit organization or directly to a foreign recipient organization that is the equivalent of a U.S. nonprofit organization.
 
 
 
* Did your company make charitable donations to support international initiatives in the past fiscal year?
 
Yes
 
No
 
I don’t know
 
 
* How does your company make charitable donations to support international initiatives? (Please select all that apply.)
 
Through U.S.-based nonprofit organizations
 
Directly to foreign organizations that are the equivalent of U.S. nonprofit organizations
 
Through U.S. “friends of” organizations
 
Other (please specify)
 
 
I don’t know

 
 
 
* To which geographic area(s) (referring to the location of end recipient organizations) does your company make charitable donations outside of the United States? (Please select all that apply.)
 
Africa
 
Asia and the Pacific
 
Europe
 
Latin America (including all countries in Central America, Mexico, and South America) and the Caribbean
 
Middle East
 
North America (excluding Mexico and Latin America)
 
Global (Not region-specific)
 
I don’t know

 
 
 
* During the most recently completed fiscal year, approximately what percentage of your company's charitable donations supported international initiatives?
 
0%
 
10% or less
 
11-25%
 
26-50%
 
51-75%
 
More than 75%
 
100%
 
I don't know
 
 
 
During the most recently completed fiscal year, approximately what percentage of your company’s international charitable giving went to end recipient organizations in developing countries?
 
0%
 
50% or less
 
More than 50%
 
100%
 
I don’t know
 
 
* At your company, which unit(s) usually has a primary role in making decisions for international charitable giving? (Please select all that apply.)
 
Corporate headquarters in the United States
 
Company regional headquarters outside of the United States
 
Company regional headquarters in the United States
 
Company local offices
 
Company foundation
 
Other (please specify)
 
 
I don’t know

 
 
 
* Which of the following factors concerning a host country influence your company’s charitable giving in that country? (Please select all that apply.)
 
Economic, political, or regulatory environment in the host country
 
Preferences of employees in the host country
 
Capacity and/or accountability of local nonprofit organizations
 
Preferences of executives in the host country
 
Relationship with host country government
 
Needs in local communities
 
Company’s business operation or financial performance in the host country
 
Customer relations in the host country
 
Other (please specify)
 

 
 
 
* How did the dollar amount of your company’s international charitable giving change from the previous fiscal year?
 
Increase
 
Decrease
 
Stayed about the same
 
I don’t know
 
 
What contributed to the increase in your company’s international charitable giving over the past fiscal year? (Please select all that apply.)
 
Expansion of existing programs
 
Launch of new initiatives
 
Increased employee participation in matching gift programs
 
A larger budget for international charitable initiatives
 
Increased non-cash donations
 
Disaster relief and recovery
 
Changes in political and/or regulatory environment
 
Other (please specify)
 
 
I don’t know

 
 
What contributed to the decrease in your company’s international charitable giving over the past fiscal year? (Please select all that apply.)
 
A smaller budget for international charitable initiatives
 
Decreased non-cash donations
 
Reduction in existing program areas that are not aligned with the company’s strategic focuses
 
Changes in the company’s strategic focuses or policies
 
Changes in the company’s geographic focus
 
Changes in political and/or regulatory environment
 
Other (please specify)
 
 
I don’t know

 
 
How is your company planning to change the budget size for international charitable donations during the next fiscal year?
 
Increase
 
Decrease
 
Stayed about the same
 
I don’t know
 
 
 
How is your company planning to change the geographic focus of your company’s international charitable donations during the next fiscal year?
 
We are planning to expand to more countries/regions during the next fiscal year
 
We are planning to focus on fewer countries/regions during the next fiscal year
 
We are planning to shift our geographic focus, but will maintain a similar number of countries/regions during the next fiscal year
 
Our geographic focus will remain about the same during the next fiscal year
 
I don’t know
 
 
 
Which of the following resources would most benefit your company’s international charitable giving programs? (Please select all that apply.)
 
Corporate social responsibility strategic counsel
 
Benchmarking and research on best practices in community programs and corporate social responsibility
 
Vetting of nonprofits and facilitation of partnerships with international nonprofits
 
Employee engagement strategy
 
Distribution of funds, donor receipts, and reporting
 
Technological products and services
 
Matching gifts and specialized funds/programs
 
Workplace campaign design, management, and representation (including international programs)
 
Internal capacity development
 
Other (please specify)
 

 
 
Community Investments
 
 
This section asks about your company’s other types of community investment initiatives besides charitable donations both within and outside of the United States. These may include sponsorships, volunteerism, cause-related marketing, strategic investments, and other investments to address social needs in communities. Therefore, in this section, please do NOT include information about charitable donations in your answer.
 
 
 
* Did your company make other types of community investments besides charitable donations in the past fiscal year?
 
Yes
 
No
 
I don’t know
 
 
* Which of the following types of community investments does your company engage in? (Please select all that apply.)
 
Cause-related marketing
 
Employee volunteerism
 
Social enterprises
 
Sponsorships
 
Strategic investments
 
Venture philanthropy
 
Other (please specify)
 
 
I don’t know

 
 
 
* Through which unit(s) does your company make community investments (excluding charitable donations)? (Please select all that apply.)
 
The company’s foundation
 
A department dedicated to community affairs/relations, corporate citizenship, or social responsibility
 
Communications or public relations department
 
Human resources department
 
Marketing department
 
Executive office
 
Internal employee committees
 
Regional/Local offices
 
Other (please specify)
 
 
I don’t know

 
 
 
* Did your company make other types of community investments to support international initiatives in the past fiscal year?
 
Yes
 
No
 
I don’t know
 
 
* Which of the following types of community investments does your company engage in internationally? (Please select all that apply.)
 
Cause-related marketing
 
Employee volunteerism
 
Social enterprises
 
Sponsorships
 
Strategic investments
 
Venture philanthropy
 
Other (please specify)
 
 
I don’t know

 
 
What types of international employee-volunteer programs does your company offer? (Please select all that apply.)
 
Company-wide day of service
 
Employee-volunteer awards
 
Dollars for doers (through which the company provides grants to nonprofits where employees volunteer above a certain level)
 
Paid time off for volunteering
 
Grants for employee volunteer teams
 
Board service
 
Other (please specify)
 
 
I don’t know

 
 
* Does your company plan to start new community investing programs within the next three fiscal years?
 
Yes, we are planning to start such programs
 
We are currently reviewing the possibilities for community investing programs
 
No, we currently don’t have any plans for community investments
 
I don’t know
 
 
Giving to Disasters
 
 
This section contains several questions about charitable donations that your company made to support domestic and overseas disaster relief efforts.
 
 
 
* Did your company make charitable donations to any of the following domestic or overseas disasters? (Please select all that apply.)
 
2013 Oklahoma Tornado
 
2012 Hurricane Sandy
 
2011 Japan Earthquake
 
2010 Haiti Earthquake
 
2008 China Earthquake
 
2005 Hurricane Katrina
 
2004 Indonesian Tsunami
 
2001 September 11 attacks
 
Other disasters since 2001 (please specify)
 
 
We did not donate to any disasters after 2000
 
I don’t know/remember

 
 
* Among the following different types of charitable donations, which type did your company make primarily for disaster relief and recovery in the past?
 
Cash donations
 
Product donations
 
Service donations
 
Other (please specify)
 
 
I don’t know
 
 
 
* Does your company have policies in place regarding how to respond to disasters?
 
Yes
 
No
 
I don’t know
 
 
 
* What are the most important factors that influence your company’s funding decisions when responding to a disaster? (Please select up to three factors.)
 
Scale of the disaster and number of people impacted
 
Impact on business operation and interests
 
Impact on employees
 
Impact on investors
 
Impact on customers
 
Pressure from media
 
Request from the government of the impacted country
 
Other (please specify)
 
 
I don’t know

 
 
 
Does your company have a contingency fund budget for future disasters?
 
Yes
 
No
 
I don’t know
 
 
Notes:
Please enter numeric values only. If you don’t know the amount, please leave the text box blank.
 
 
If yes, how much?
$    (in U.S. dollars)
 
 
About Your Company
 
 
This section contains several questions about your company’s basic information. As with all aspects of this survey, all responses are completely confidential. No information shall be presented or published in any way that will allow identification of any individual who responds to this survey.
 
 
 
* In which industry does your company primarily operate [using Global Industry Classification Standard (GICS)]?
 
Energy
 
Materials
 
Industrials
 
Consumer Discretionary
 
Consumer Staples
 
Health Care
 
Financials
 
Information Technology
 
Telecommunication Services
 
Utilities
 
I don't know
 
 
 
* In which of the following geographic area(s) does your company operate? (Please select all that apply.)
 
Africa
 
Asia and the Pacific
 
Europe
 
Latin America (including all countries in Central America, Mexico, and South America) and the Caribbean
 
Middle East
 
North America (excluding the United States, Mexico and Latin America)
 
United States
 
I don’t know

 
 
 
* Which form(s) of business operations does your company have in countries outside of the United States? (Please select all that apply.)
 
Subsidiaries
 
Manufacturing plants
 
Branches
 
Sales offices or retail stores
 
Sourcing offices
 
Other (please specify)
 
 
I don’t know

 
 
 
During the most recently completed fiscal year, approximately what percentage of your company’s total pre-tax profit came from the United States:
 
0%
 
25% or less
 
26-50%
 
51-75%
 
More than 75%
 
100%
 
I don’t know
 
 
 
Which department/office do you work for within your company?
   
 
 
 
Which of the following best describes your current position at your company?
 
Executive
 
Senior (non-executive) manager
 
Manager/Director
 
Staff (non-management)
 
Other (please specify)