Types of Volunteer Culture - Market Overview For 2014

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1 Company/Organization Name 2014 Spirit of North Carolina Campaigning for Excellence K&L Gates LLP Application Form ( Address 4350 Lassiter at North Hills Avenue, Suite 300 City/State Zip Raleigh, NC Name of Person Completing this Application Marissa Ball Phone Name of Sponsoring United Way United Way of the Greater Triangle Metro Size 1A United Way Contact for Questions Jenny Royer Phone Does the company know a Spirit Application has been submitted on their behalf? Yes No STANDARDS OF EXCELLENCE Below is a checklist of the components of the application. Please complete each standard, in addition to the Organizational Overview, with as much detail as possible. Each Standard is worth up to five (5) points unless designated with an asterisk (*). Designated Standards are worth up to ten (10) points. ALL APPLICATIONS MUST BE SUBMITTED USING THIS FORM and COMPLETED AS IS! Please do not add borders, headings, color, or make any changes to this form. Application Standards Checklist Volunteer Culture Partnership with Community CEO/Senior Leadership Involvement and Giving Corporate or Foundation Contributions & Other Non-traditional and In-kind Gifts Employee Campaign Coordination, Incentive and Recognition Overall Per Capita Gift Participation Level Heads up: two new items! Please do not add pictures to the Standards Text Box. Instead, attach separate page with pictures labeling the corresponding Standard. (Attachment 1) You may also submit a DVD or attach a Video for viewing by the Selection Committee. The video should not exceed 3 minutes. Please send any DVDs to Anita Barker, 875 Walnut Street, Suite 150B, Cary, NC DVD s must arrive on or before January 20, 2015.

2 AWARD CATEGORIES Organization Employee Size Check the appropriate box for this application submission. Type of Organization Check the appropriate box for this application submission. X Up to 50 employees employees employees employees employees employees employees employees employees X Financial/Banking Institutions Manufacturing Business Campaign City/ County Municipality Higher Education School Campaigns Hospital/ Health System Retail Not-for-Profit Agency - 501(C)3 Professional Services (small business,partnerships,llc, accounting, architect, engineering firm, attorneys, etc.) To certify the contents of this application, the signature of the nominating United Way CEO or his/her direct designee must be obtained. An from the United Way may accompany the application submission stating that it has been reviewed and approved if electronic signature is not available. United Way CEO/Designee Name: Mack Koonce, President and CEO, United Way of the Greater Triangle mkoonce@unitedwaytriangle.org

3 Organizational Overview This information will be used during the Awards Ceremony for winning companies. Describe the mission, vision and philanthropic culture of your organization: Together, K&L Gates lawyers handle hundreds of pro bono matters a year. Among other things, firm lawyers litigate civil rights cases, establish and advise nonprofit organizations, assist such organizations in transactions, and represent indigent persons in consumer, landlord-tenant, and immigration matters. We directly aid individuals who have limited means but substantial legal needs. We also provide legal counsel and public policy advocacy to help organizations advance their public service programs, work to advance the rule of law around the world, and accept court appointments to provide pro bono counsel. Each year the firm highlights a selection of recent pro bono work and awards in a publication entitled for the public good. The firm delivers pro bono services in cooperation with dozens of organizations and legal services programs, including the American Civil Liberties Union, Cancer Council of Western Australia, Chicago Volunteer Legal Services, Children s Law Center, Flemington Kensington Community Legal Centre, Gippsland Community Legal Centre, Habitat for Humanity, Her Justice, International Senior Lawyers Project, Kaleidoscope Human Rights Foundation, Kids in Need of Defense, the Lawyers Committee for Civil Rights, Lawyers for the Creative Arts, Legal Aid Foundation of Los Angeles, National Immigrant Justice Center, Neighborhood Legal Services Association, Northwest Immigrant Rights Project, Public Counsel, Public Interest Law Clearing House, St. John s Legal Centre, Tahirih Justice Center, and Washington Legal Clinic for the Homeless. Describe ONE unique and meaningful event, activity, or communication that ignited the success of your campaign: (This will be shared at the Awards Banquet if selected as a winner) During the 2014 Global Day of Service, our Raleigh office worked with a local organization that assists homeless families transition to permanent, sustainable housing. Volunteers were able to help with a variety of projects at the apartment complex, including clearing the driveway, staining the stairs, surveying the apartments, organizing client files, and entertaining the children that live on-site. List 3 bullet-points highlighting numeric campaign successes: (This will be shared at the Awards Banquet if selected as a winner) (i.e., dollars raised, % increase over previous year, # of leadership givers, etc.) 12 leadership givers, an increase of 9% over last year The average gift per capita was $320. This was a 33% increase over the previous year. 64.4% of employees participated in the campaign, compared to 55% the previous year.

4 Standard 1 - Volunteer Culture Describe how volunteerism fits into the organization s philanthropic mission. Include specific volunteer activities (listing recipient organizations) and, if possible, provide number of employees, volunteer hours and dollar value of volunteer participation. (Estimated value of volunteer time for 2013 is $22.55 per hour) Include organizational incentives for participating in community volunteer activities. Up to 5 points Beyond pro bono legal representation, our lawyers and staff perform varied public service work in the communities where they live and work. This includes serving as members of governing bodies of educational institutions, youth sports and arts organizations, environmental groups, civic and cultural organizations, and health care and research institutions, as well as social service and community organizations. Additionally, many of our lawyers and staff provide community service through an array of teaching, mentoring, and other non-legal programs. In 2014 the American Lawyer honored our Global Day of Service as the Global CSR Initiative of the Year. During the 2014 Global Day of Service, our Raleigh office worked with a local organization that assists homeless families transition to permanent, sustainable housing. Volunteers were able to help with a variety of projects at the apartment complex, including clearing the driveway, staining the stairs, surveying the apartments, organizing client files, and entertaining the children that live on-site. You can see more on how we helped our local community here: You can view our Pro Bono Report here: ublicationtypes=53446e ff-870e-c404977e0a13&xpst=pubresults

5 Standard 2 Partnership with community to raise awareness of needs and foster a spirit of giving Describe the organization s philanthropic relationship with the community. Document specific rallies, events, or programs which generate enthusiasm for community involvement and support. Unique partnership and awareness activities should be highlighted such as specialized meetings, tours, speakers and fairs. Activities which have positive results for year-round engagement should be cited as well. Up to 5 points United Way Focus: Our firm is a big supporter of United Way. We brought in a UWGT representative to talk to our employees about how their money is specifically invested into our local community. Staff learned how United Way is evolving to be even more efficient with our money. This message was very important for our staff to hear and the results show that it was well-received. Other Community Involvement: In 2014, K&L Gates has sponsored, among others, the following local charitable events and organizations: UNC Children s Hospital Foot-Ball Gala Carolinas HealthCare Foundation Cupids Cup American Heart Association Heart Ball High Point Regional Sun & Stars Signature Event Susan G. Komen Luncheon American Red Cross Triangle Red Cross Ball* StepUp Ministry Impact Luncheon* JY Joyner 5k National Black MBA Association Leaders of Tomorrow Scholarship Award NCREN Community Day St. Michael School Golf Tournament Friends of Wake County Guardian ad Litem Housing for Hope and New Horizon Church of Hillsborough Christmas Angel Tree Project *UWGT Partner Agency

6 Standard 3 - CEO/Senior Leadership Involvement and Giving Given that Leadership participation is a Best Practice item: Describe how senior leadership (CEO/Direct reports) hosts, manages, organizes, participates in, and influences philanthropy, community support, and campaign activities. Describe how company leadership in general promotes a culture of giving. Specific events that are sponsored (and led) by the leadership team should be noted. Complete the leadership giving table below. Up to 10 points* Leadership support and leadership giving is an important component of K&L Gates campaign. A gift of $1000 or more is considered a leadership gift. Campaign Leader Brian Forks, a partner at K&L Gates, heads up the campaign. He was involved in every step of the campaign coordination and endorsed the campaign publically at the campaign events. epledge By using the epledge tool, we were able to specifically target leadership and potential leadership donors to encourage leadership giving. Senior Leadership and Company Culture K&L Gates encourages its employees to be involved in the community. Many employees serve on boards or provide pro bono services. The senior leadership encourages employees to support the community where they live and work. Year Total Number of Givers Number of Leadership Givers % of Leadership Givers Percent Change % 9 % % 10 % UW % of Leadership Givers number of leadership givers divided by the 2014 total number of givers UW Leadership Givers % Change number of leadership givers minus the 2013 number of leadership givers divided by 2013 number Use a plus or minus sign to show a positive or negative % change.

7 Standard 4 - Corporate or Foundation Contributions and Other Non-traditional and In-kind Gifts/Support State where management places the United Way Campaign within its prioritization of activities. List specific sponsorships, resources, materials, loaned executives, advertisements, videos (YouTube as an example). List specific social media activities/events/activities. Please complete the Corporate Gift table below. Up to 5 points. Although we do not give a traditional corporate gift, K&L Gates management has participated in United Way for many years. They demonstrate its prioritization by encouraging employees to participate in the campaign. K&L Gates donated breakfast for the United Way presentations to encourage employees to come to the United Way presentations. Leadership from within the firm spoke at the events to endorse the work United Way does in the community. We actively encourage our lawyers to provide pro bono legal representation and to participate in other charitable, community, educational, and professional activities. Every attorney has the professional responsibility to provide pro bono services. Year Corporate Gift Percent Change 2014 $0 0% 2013 $0 0% 2012 $0 Percentage change example: 2014 minus 2013 divided by Use a plus or minus sign to show a positive or negative % change.

8 Standard 5 Employee campaign coordination, incentive and recognition Describe the work of the campaign coordinator and/or committee and list specific activities, decisions and events. Share specific incentives used in the campaign and how employees were recognized within the workforce for their contributions. Up to 5 points Both the Raleigh and RTP offices welcomed representatives from the United Way and listened to a presentation and overview of the electronic donation process. Planning: United Way of the Greater Triangle staff met with campaign leaders from both the RTP and Raleigh office locations. They discussed ways to grow the campaign, in addition to learning about how UWGT is evolving in the way they work in the community. These discussions led to two big strategies: epledge and employee presentations. epledge: K&L Gates provided employee data and worked together with UWGT staff to develop their epledge site and custom messaging. We strongly believe that this decision to move to electronic pledging was very beneficial for the campaign. Not only was it easier from an administrative perspective, it also allowed for more targeted and frequent messaging and made it easy for our employees to donate. Employee Presentations: We had two employee presentations one at our RTP office and another at our Raleigh location. We provided breakfast at each event to encourage employees to come. Employees heard from a UWGT representative and learned how their dollars would be used. Our employees were very engaged and asked questions to learn more about United Way.

9 Standard 6 - Overall Per Capita Gift Describe what employee, leadership, workplace, or community issues made a difference this year in per capita giving by employees. (Note: If campaign results increased (or decreased) by a measurable amount, it is expected that those changes were driven by some recognizable improvement or change. Example: Instituted specific goals by department for the first time equal to the corporate campaign objective which generated enthusiastic and competitive environment. Complete the employee giving and per capita giving table below. Up to 10 points* The per capita gift in 2014 ($320.45) was a significant increase from 2013 ($241.05). This increase can be attributed to the ease of using the electronic donation form and reminders from senior leadership. Suggested Gift Ask: By switching from paper to an electronic pledge tool, each employee received a specific, targeted gift suggestion that was an increase over the previous year. This encouraged individuals to give a little more. Together, these small increases made up a lot of growth in our campaign. Reminders: The electronic pledge tool also increased the number of reminders employees received. Each employee received a targeted , and then reminder s if they had not made a pledging decision yet. United Way Presentations: Employees heard from UWGT staff about the evolution of United Way s work. This additional education inspired employees to give more. Year Total Employee Giving Amount $28, $24, $27, Percent Change Total No. of Full-time Employees Employee Per Capita Percent Change +16.9% 90 $ % -11% 82 $ % 90 $ Percentage change example: 2014 minus 2013 divided by Per Capita Gift: Total Employee giving Amount divided by the Total Number of Employees Use a plus or minus sign to show a positive or negative % change.

10 Standard 7 Participation Level It is important that each employee have an opportunity to support their community through participation in the United Way campaign. How does the company make an effort to ensure all employees have an opportunity to participate? (List specific items) Does the company provide a new hires program to provide employees an immediate opportunity to give? (List specific initiatives) Describe any outreach efforts for retirees to give back to the community through United Way participation. Complete the employee giving and participation table below. Up to 10 points* The firm ensures all employees have an opportunity to participate by hosting a luncheon for United Way representatives to make their presentation and then by sending weekly follow-up s reminding employees to donate. epledge: By switching to the epledge tool, we were able to ensure that every employee received s and had the opportunity to pledge. We feel like this made a very big difference in raising awareness about the campaign and increasing participation across the firm. Employee Education: Educating our employees about United Way s work was an important component to increasing participation in our campaign. We had a presentation at our RTP and at our Raleigh site to make sure all of our employees had the opportunity at putting a face to where their dollars go. Year Total Number of Employees Percent Change Total Number of Givers Percent Change Percent Participation % % 64.4% % % 54.9% % Employee % change number of employees minus 2013 number of employees divided by 2013 number Givers % Change 2014 number of givers minus 2013 number of givers divided by the 2013 number