Reference Materials
Organizations: National
Organizations:
Local
REFERENCE
MATERIALS
The following are some reference materials that you
may find helpful. For your convenience, they are divided into
the following four categories:
Many of the publications listed below are available to members
for loan from the Alliance’s Library.
Printed Publications:
Available from the Indiana
Grantmakers Alliance:
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Starting a Private
Foundation. Washington,
DC: Forum of Regional Associations of Grantmakers, 1999.
Third Edition.
Explore the option of starting a private (corporate)
foundation with this attractive, easy to read guide.
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Resources for Promoting
Corporate Giving. Washington,
DC: Forum of Regional Associations of Grantmakers, 2000.
A series of three full-color one-pagers that can be
used to promote corporate giving. "Corporate Giving:
A Strategic Business Investment" summarizes the benefits
of corporate giving. "Corporate Volunteerism" uses the
LensCrafters Gift of Sight program to demonstrate how
corporate giving builds a better, more loyal workforce.
"Corporate Giving Helps a Company Recruit and Retain
Employees" uses a case study to show how a corporate
giving program can support employee recruitment and
retention efforts. |
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Creating a Giving
Program: A Guide For Small and Mid-Sized Companies.
2000.
This jargon-free guide to creating, organizing, and
improving a corporate giving program can help your company
learn to give effectively. |
Available from the Council on Foundations:
Organizing Corporate Contributions: Options
and Strategies. Clark, Sylvia; Dewey,
Kate. Washington, DC: Council on Foundations, 1996.
Leaders in corporate philanthropy share insights
from their hands-on experiences in this best-seller. Get the
guidance you need on the legal and fiscal aspects of foundations
and corporate charitable giving, the "why's" and "how's" of
developing a giving plan. Also examine a framework for making
grant decisions.
First Steps in Starting a Foundation
(Fourth Edition). Washington, DC: Council
on Foundations, 1997.
What is there to know about starting a foundation? Plenty!
First Steps will help you understand which type of foundation
will help you achieve your philanthropic goals, as well as
the legal requirements you need to know about when establishing
your foundation. You'll learn the foundation basics-public
versus private, community foundations, the three types of
public charities and the six types of private foundations.
Also included is a valuable list of references and sample
legal documents.
Corporate Giving and the Law: Steering Clear
of Trouble. Washington, DC: Council
on Foundations, 1999.
Navigate your way through the complicated Internal Revenue
Code with this book that describes legal and regulatory problems
and how to avoid dilemmas for both company foundations and
corporate giving programs.
When Corporate Foundations Make Sense, John F. Coy.
Available from the Council of Michigan
Foundations:
The
Basics of an Organized Corporate Giving Program. Grand
Haven, MI: Council of Michigan Foundations.
This publication offers sample guidelines and other useful tools
such as the Common Grant Application Form.
The Matching Gift Manual.
Grand Haven, MI: Council of Michigan Foundations.
Shares lessons learned on how to design the employee matching
gift program for your company. Includes contact information
and sample guidelines used by companies.
Businesses Partnering with Community Foundations:
Options for Planning. Langkam, Vickie G. Grand Haven, MI:
Council of Michigan Foundations.
This publication looks into why more companies are recognizing
the options for charitable giving offered by community foundations.
Highlights several existing partnerships.
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Books:
The Collaborative Challenge: How Nonprofit
and Businesses Succeed through Strategic Alliances, James
Austin.
Common Interest, Common Good: Creating Value
through Business and Social Sector Partnerships, Shirley
Sagawa and Eli Segal.
"Governments should scrap regulations that discourage businesses
and charities to collaborate on money-making ventures, say
the authors. Ms. Sagawa, former executive director of the
Corporation for National Service, and Mr. Segal, president
of the Welfare to Work Partnership, [argue that]… state laws
burden charities that wish to form marketing alliances with
businesses because attorneys general require charities to
register in each state where the business partners operate…
Accordingly, they offer a guide for non-profit groups that
wish to attract the interests of businesses and analyze seven
examples of such arrangements."
To read the full text of this review at The Chronicle on
Philanthropy, click
here (Chronicle sign-in may be required) from
"Authors Urge Business-Charity Alliances" By C. Quinn Hanchette,
December 16, 1999
Corporate Philanthropy at a Crossroads.
Dwight Burlingame & Dennis Young (editors).
Corporate Social Investing, Curt Weeden.
Digital Corporate Citizenship: the Business Response to
the Digital Divide, Craig Warren Smith
"This book focuses on philanthropy projects carried out
between 1997 and 2001 by 60 of the largest high-tech corporations:
why the projects were started, how they are managed, and how
they affect corporate strategy. Craig Warren Smith, a fellow
at Harvard University and the Massachusetts Institute of Technology,
says his book is less about corporate citizenship than about
‘hard-nosed business strategy’… Mr. Smith discusses the creation
of various projects, the marriage between corporate foundations
and their marketing departments, and the management of alliances
between high-tech companies and nonprofit groups. He concludes
that many of the companies have leveraged their technology
and management systems to create sizable projects at minimal
out-of-pocket costs, and that they have more extensive and
broadly distributed relationships with nonprofit organizations
than do ‘old economy’ companies."
To read the full text of this review at The Chronicle on
Philanthropy, click
here (Chronicle sign-in may be required) from
"How Corporate Philanthropy Has Tried to Close the Digital
Divide" By Katy Marquardt, August 8, 2002 issue.
Give and Take: A Candid Account of Corporate
Philanthropy, Reynold Levy
"In this book, Mr. Levy primarily draws from his 12 years
at AT&T to provide insights into and advice on corporate
giving. He argues that philanthropy can stem damage to a company's
reputation, win over customers, and improve employees' morale.
He analyzes the ins and outs of running a corporate-giving
program… and rebuts studies by the Capital Research Center
that have characterized much of corporate giving as contrary
to the interests of businesses. Mr. Levy also discloses "trade
secrets" for non-profit organizations seeking corporate funds…
He ends the book by discussing trends such as the growth in
the number of small and mid-sized companies that award grants."
To read the full text of this review at The Chronicle on
Philanthropy, click
here (Chronicle sign-in may be required) from
"Charity Head Recalls Time as Corporate Grant Maker" By C.
Quinn Hanchette, May 6, 1999.
Looking Good and Doing Good: Corporate Philanthropy
and Corporate Power, Jerome Himmelstein.
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Newspapers &
Newsletters:
Indianapolis
Business Journal
The Indiana Business Journal often includes about corporate
giving. Further, from time to time, it includes supplements
focused on corporate citizenship.
Inside
Corporate Philanthropy
Opinion and perspective on corporate philanthropy and corporate
social responsibility.
Network
A corporate citizenship resource published by The Consulting
Network. Each issue offers valuable information, such as:
critical thinking from practitioners, academics and corporate
officers; best practices of effective programs; interviews
with colleagues and experts; reviews and references on business
trends and highlights of innovative approaches to issue. Topics
include: Benchmarking, Employee Involvement, Global Citizenship,
How to Hire a Consultant, Effective Corporate/University Relations
and more.
Stakeholder
Power
Published by Walker Information, this monthly online newsletter
offers critical stakeholder strategies from some of the world's
most successful companies. It supplies techniques and case
studies on building, managing, and leveraging stakeholder
loyalty to improve your bottom line.
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Studies
& Reports:
Business
Ethics: Corporate Social Responsibility Report
The 100 best corporate citizens for 2004.
2002
Cone Corporate Citizenship Study
As part of their cause branding studies, Cone’s national survey
found Americans intend to punish corporate "bad guys," and
reward good ones. More results and data information is available
on their website.
Conversations
with Disbelievers: Persuading Companies to Increase Corporate
Involvement
Produced by Brody Weiser Burns, this report brings together
much of the available quantitative evidence that addressing
social challenges can help businesses improve their financial
bottom lines. Designed to be used by business managers, nonprofit
leaders, brokers and intermediaries, it provides practical
guidance on how best to use available evidence in encouraging
businesses to address social objectives. This report is helpful
for anyone wanting to persuade skeptics of the financial benefits
to companies of effectively addressing social challenges as
a core element of their business strategy. This is a .pdf
file.
Corporate
Philanthropy Index (CPI) toolkit info
Produced by Council on Foundations and Walker Information,
the toolkit was created to aid and assist in the worldwide
movement to measure and improve the impact and effectiveness
of philanthropy programs and initiatives, the Corporate Philanthropy
Index (CPI), an actionable, survey-based measurement tool
was created. A copy of the Executive Summary can be downloaded
from their site.
Hill
& Knowlton 2001 Corporate Citizen Watch
A survey conducted by Hill and Knowlton through Harris Interactive
found that a majority of Americans consider corporate citizenship
— the impact a company has on society — when making investment
and purchasing decisions. This is a .pdf file.
Indiana
Business Contributions to Community Service
This 1995 report by Dwight Burlingame and David Kaufman at
Indiana University’s Center on Philanthropy is currently the
most recent and comprehensive report on corporate philanthropy
in Indiana.
State
of Social Capitalism
The amazing organizations that received the Fast Company/Monitor
Group Social Capitalist Awards have found a better way to
do good: They're using the disciplines of the corporate world
to tackle daunting social problems. This online resource center
includes expanded profiles of the 20 featured organizations,
details about the methodology, profiles of the advisory board
members, additional commentary -- and ways to donate to the
organizations involved.
Ten
Things that Every Director Should Know for 2004 (Directors
Monthly, February 2004)
Provides a look back at the changes in governance that occurred
in 2003 and a road map to the hot topics for directors in
2004.
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ORGANIZATIONS:
NATIONAL
The following is a guide of national organizations that specialize
in corporate philanthropy.
Aspen
ISIB
The Aspen Initiative for Social Innovation through Business
(Aspen ISIB), a policy program of the Aspen Institute, encourages
business to engage and invest in solutions to business and
social problems.
Business
for Social Responsibility
Founded in 1992, Business for Social Responsibility (BSR)
is the leading US-based global resource for companies seeking
to sustain their commercial success in ways that demonstrate
respect for ethical values, people, communities and the environment.
BSR provides practical products and services to help member
companies design, implement and evaluate successful, socially
responsible business practices, enabling viable, sustainable
growth that benefits stakeholders as well as stockholders.
BSR offers a comprehensive online resource center of searchable
materials to help businesses to be socially responsible.
The
Center for Corporate Citizenship at Boston College
The Center for Corporate Citizenship at Boston College provides
leadership in establishing corporate citizenship as a business
essential, so all companies act as economic and social assets
to the communities they impact. The Center offers executive
education, dozens of convenings (an annual conference, workshops,
roundtable discussions, and regional meetings), research and
consulting services.
Coalescence
Coalescence is an innovative consulting firm that assists
clients in both the corporate and nonprofit sectors by joining
the desire for social responsibility with business objectives
that positively impact the bottom line.
Committee
to Encourage Corporate Philanthropy
The Committee to Encourage Corporate Philanthropy is the only
national forum of business CEOs with an agenda exclusively
focused on corporate giving. The Committee practices and promotes
strategic philanthropy, helping corporations develop programs
with clear objectives, senior-level involvement, opportunities
for employee participation, and accountability. It promotes
public, shareholder, and employee awareness of its corporate
initiatives. The Committee's corporate leaders are committed
to increasing corporate philanthropy on every level. The Committee
sees its tasks and resources as including leadership, advocacy,
education, research, and consulting, all directed to align
annual rates of corporate giving with other business objectives,
including growth in corporate profits.
Companies
That Care
The Center for Companies That Care (Companies That Care) is
a national, not-for-profit organization dedicated to encouraging,
celebrating, and sustaining businesses that prize their employees
and are committed to community service.
The
Conference Board
The Conference Board creates and disseminates knowledge about
management and the marketplace to help businesses strengthen
their performance and better serve society. Working as a global,
independent membership organization in the public interest,
it conducts research, convene conferences, make forecasts,
assess trends, publish information and analysis, and bring
executives together to learn from one another.
Council
on Foundations
The Council on Foundations, an association of more than 1,800
foundations and corporate giving programs, serves the public
good by promoting and enhancing responsible and effective
philanthropy. The Council's resources target key areas such
as establishing a foundation or giving program with sound
philanthropic practices, program design and planning, strategic
thinking, staffing, partnerships, board development, evaluating
results, and ensuring progress toward your goals. In addition,
the Council's corporate services department has a staff devoted
exclusively to the needs of its corporate members. Through
individual assistance, educational programs, specialized publications
and research, and legal services, the Council's corporate
services department helps its corporate members improve the
efficiency and effectiveness of their grantmaking programs.
Gifts
In Kind International
Driven by a mission of providing an effective conduit for
the donation of products, goods and services from the private
sector to the charitable sector, Gifts In Kind International
is the recognized leader in the field of product philanthropy.
Independent
Sector’s Mission & Market
Independent Sector’s Mission & Market: The Resource
Center for Effective Corporate-Nonprofit Partnerships aims
to provide the resources nonprofit and corporate executives
need to help them build effective partnerships that enhance
both mission and business goals—and serve to build the public
trust for the nonprofit sector as a whole.
MeasuringPhilanthropy.com
Created by the Council on Foundations and Indianapolis
based Walker Information, measuringphilanthropy.com assists
organizations involved in the global movement to measure and
improve the impact and effectiveness of their philanthropy
programs and initiatives. This site supports persons and organizations
who have conducted - or are interested in conducting - a measurement
program.
Prince
of Wales International Business Leaders Forum (IBLF)
The International Business Leaders Forum is an international
educational charity set up in 1990 to promote responsible
business practices internationally that benefit business and
society, and which help to achieve social, economic and environmentally
sustainable development, particularly in new and emerging
market economies.
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ORGANIZATIONS:
LOCAL
The following is a guide of local organizations that specialize
in corporate philanthropy.
The
Center on Philanthropy at Indiana University
The Center aims to increases the understanding of philanthropy--voluntary
association, voluntary giving, and voluntary action by improving
its practice through programs in research, teaching, public
service, and public affairs.
The Central
Indiana Corporate Volunteer Council
The Central Indiana Corporate Volunteer Council is an organization
dedicated to promoting volunteerism throughout our community.
As a national member of the Points of Light Foundation, it
strives to connect needs with resources -- to build partnerships
that make the greatest impact when and where it is needed
the most.
Community Foundations in Indiana
Community foundations are tax-exempt, nonprofit, autonomous,
publicly supported, philanthropic institutions composed primarily
of permanent funds established by many separate donors for
the long-term diverse, charitable benefit of the residents
of a defined geographic area. Community foundations provide
an array of services to donors who wish to establish endowed
and non-endowed funds without incurring the administrative
and legal costs of starting independent foundations. With
more than 90 community foundations, Indiana leads the nation
in community foundations.
Strategic
Giving Group at the United Way of Central Indiana
The Strategic Giving Group can provide corporate community
partners with opportunities to direct their community investments
toward issues and needs compatible with their business needs
and/or employee interests.
United
Way
The mission of United Way is to improve people's lives by
mobilizing the caring power of communities. United Ways across
the country activate community resources to make the greatest
possible human impact. The United Way system includes approximately
1,400 community-based United Way organizations. Each is independent,
separately incorporated and governed by local volunteers.
Focus areas are identified at the local level and vary from
community to community. Common focus areas include: helping
children and youth succeed, strengthening and supporting families,
promoting self-sufficiency, building vital and safe neighborhoods
and supporting vulnerable and aging populations.
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For additional grantmaking resources, please see the Resources
section of our Web site.
©2003 Indiana Grantmakers Alliance, Inc.
32 East Washington Street, Suite 1100
Indianapolis, Indiana, 46204
Phone: (317) 630-5200 | Fax: (317) 630-5210
Email: info@indianagrantmakers.org
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