Exploring corporate partnership. GIVE. ADVOCATE. VOLUNTEER United Way of India

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1 Exploring corporate partnership GIVE. ADVOCATE. VOLUNTEER United Way of India

2 United Way of India United Way of India is a non-profit organization and part of a global movement that seeks to leverage corporate, employee and leadership talent for community development. With its experience in community mobilization for impact, its extensive global network, generous supporters and global standards of excellence, United Way is uniquely positioned to improve lives of individuals and families, build community, strengthen the non-profit sector in India and support the country s long term development goals. United Way of India is the national body for a network that spans seven cities: Baroda, Mumbai, Bangalore, Chennai, Kolkata, Delhi & Hyderabad. These locally governed and operated United Ways play an important role in the Indian voluntary sector, bringing together individuals, companies and other non-profit organisations to address pressing issues in their communities and set the standard for non-profit management. Local United Ways have the flexibility to customize their approaches to specific community needs while leveraging the talent and expertise of the national network. 2

3 United Way Worldwide United Way is a 127 year worldwide movement of nearly 1800 community based United Ways in 41 countries and territories. It advances the common good, creating opportunities for a better life for all by focusing on education, income and health. The United Way movement mobilises millions to action to give, advocate and volunteer to improve conditions in their communities. Companies and their employees form an important stakeholder group in the community impact model consisting of the government, other non profits, community workers and individuals who bring together the talent, resources and time required to get things done. United Way s engagement with the corporate sector is unparalleled with over 400,000 annual workplace campaigns including partnering with 280 Fortune500 companies and more than 45,000 companies worldwide engaging over 2.5 million volunteers NGO partnerships employee contributors 100,000 people engaged annually 10,000+ volunteers annually United Way of India Exploring corporate partnership 3

4 Our work Corporate partnerships CSR portfolio management & implementation. Workplace giving campaigns payroll giving & employee fund-raising activities. Employee engagement volunteering, days of caring, events with NGOs. Community partnerships United Way India Helpline Environment preservation & disaster preparedness initiatives United Way Disaster Response Fund Reconstruction & rehabilitation interventions post major national disasters Student United Way Student led community change initiatives Rabindranath Tagore Major Gifts society Donor advised funds 4

5 Corporate Engagement Services CSR services United Way in India has been working with leading multinational corporates as CSR Partners for structuring CSR programs and its implementation. Our in depth sector expertise and nationwide connect with grassroots organisations in various spheres has been of value to our corporate partners in conducting need assessments, community interventions, social audits and grant administration. United Way has a completely customized process for each partner company to reflect the values of their business and achieve maximum impact of their CSR policy. United Way identifies the various NGO partners required to deliver on objectives and monitors and reports on the progress of the projects. Assessment/Planning Implementation Program Management Reporting Stakeholder Mapping & Engagement Business operations mapping & CSR mandate Needs Assessment CSR Planning & Consultations CSR Project pilots & Implementation Employee engagement & volunteering Payroll giving program Monitoring & evaluation impact assessment Documentation, reporting & information sharing Workplace giving campaigns Our expertise in workplace giving campaigns encourage employees to contribute individually to the charities of their choice & enables the companies to encourage the values of corporate citizenship into company culture. Our Payroll giving programs are easy to implement, systematically organised and executed, custom designed for each company and enormously impactful. Additional initiatives tie in employee engagement though skill and time based volunteering, sensitising employees through organising events with supported NGOs and community service days. Our Payroll Giving Program for Employee Engagement strategy Regular donations to charities of choice through a payroll giving system Online Payroll giving module gives access to employees to view their donations histories, receive updates on supported projects and receive tax exemption receipts for their contributions Key Differentiator of UW Payroll Giving Easy to implement Strict due diligence of NGOs. Custom-made campaigns, creation of an enabling environment drawing upon the enthusiasm of the senior leadership & employee volunteer groups. Pledging is encouraged for specific projects. A dedicated donor page to each Participating Employee to track their supported causes Timely acknowledgement, updates & response 80G tax exemption e-receipts to all employee donors Opportunity for employees to volunteer with the NGOs supported United Way of India Exploring corporate partnership 5

6 Expertise and strengths Sector advisors & expertise in creating company customised CSR strategies aligned to its business. End to end management of CSR activities from policy to implementation, monitoring and reporting. Excellent relationships & goodwill among sector stakeholders: Corporate, government authorities, voluntary groups, NGOs, civil society groups, institutions & citizens Execution of locally relevant and credible projects across geographies Global knowledge pool from over 1800 united ways worldwide and over 100,000 workplace campaigns conducted annually. High levels of governance consituted by a board comprising of corporate country heads & industry leaders. Annual disbursements in excess of Rs 60 crores to over 250 NGOs United Way differentiators CSR Advisory Dedicated CSR strategy team at the UW chapter, CSR advisory committee at board level, experience in crafting the CSR policy for our corporate partners Due Diligence Our strength lies in our ability to carry out strict organizational due diligence undertake legal & financial compliance Transparency/Audits For ourselves, we pursue a policy of complete transparency audits conducted by KPMG & Deloitte and other reputed audit firms Grants Ability to manage & deploy large grants towards program delivery areas & incorporate best practices Project Review Regular project review & monitoring; periodic evaluation social audits Measurement & Assessment Closure Measurement and Assessment of Project Impact, field visit & review, disbursing 80G e-receipts to individual donors 6

7 Avenues for partnership Payroll Giving Campaigns, Work Place Campaigns, Employee Engagement Programs These are various opportunities to leverage United Way s Pan-India presence for campaigns at several locations simultaneously. These are various opportunities for a company to engage and align employees to the values of corporate citizenship. These initiatives create employee ownership with the CSR programs of the organisation and contribute to a strong organisational culture while extending support to the community. CSR Services Corporate Grant Management, Evaluation Studies Need Assessment, Process Reviews Impact Studies CSR Policy Formulation United Way Disaster Response Fund India UWI has played a leadership role during past major national calamities by proactively responding to the needs of the disaster affected communities. Widespread network of credible NGO partners across India. Adopts a comprehensive approach for disaster response by emphasizing on immediate relief, mid-term relief and long term rehabilitation and community rebuilding. Student United Way Direct connect with youth from city colleges Mass community connect through the initiatives driven by Student United Way for addressing key issues. Scope to set a stellar example of unique publicprivate partnership for addressing the local issues in the city by mobilizing youth power. Support Sustainable projects on key United Way focus areas of health, education, livelihood, environment, women and youth empowerment, disaster preparedness and response Besides the above, a company could support United Way through event sponsorships, NGO capacity building and investments in existing community impact initiatives. We are also an ideal partner for cause related marketing projects. "The challenges we face are too big for any one sector to tackle. But when all of us non-profits, government, business and individuals combine our talent, resources and time, we create opportunities for everyone to flourish." Board members Chairman Sunil Mehta Chairman & MD, SPM Capital Advisors Pvt. Ltd. Treasurer Atul H. Patel Managing Director, Tarak Chemicals Ltd. Member Sunit Mehra Chairman, Hunt Partners Member Suneeth Katarki Partner, Indus Law Member Murugappa Arunachalam Alagappan Executive Chairman, Murugappa Group Independent Member Bahram Vakil Founder & Senior Partner, AZB & Partners Member Palash Roy Chowdhury Country Manager, Pratt & Whitney, UTC Founding Member Gulshan Sachdev CEO, Quaker Chemical India Independent Member Shailesh V. Haribhakti Chairman, BDO Consulting Pvt. Ltd Founding Member Kapil Kumria Managing Director & CEO, Corporate Flyers Pvt. Ltd. Founding Member Hari Kumar Managing Director, Deloitte Consulting India Pvt. Ltd. Independent Member Pradip Shah Chairman, IndAsia Fund Advisors Private Limited United Way of India Exploring corporate partnership 7

8 JOIN THE MOVEMENT PARTNER TO CREATE OPPORTUNITIES FOR A BETTER LIFE FOR ALL United Way of India unitedwayofindia.org 309, Nirman Kendra, Famous Studio Lane, Dr E. Moses Road, Mahalaxmi Estate, Mumbai , India. Tel Fax