Board Brainstorming Session

San Diego, California – February 28, 2014

1:00 pm to 3:00 pm

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Brainstorming Agenda

• Presentation on: What is Corporate Social Responsibility

○ Corporate expectations of being a donor; the new law in India Micro-enterprise and Micro-finance

○ Lions experience and opportunities

• Brainstorming

• Reporting out

• Concluding Remarks

CORPORATE SOCIAL RESPONSIBILITYC.S.R. PROMOTIONAL STRATEGY

“ABILITY MAY GET YOU TO THE TOP, BUT IT TAKES CHARACTER TO KEEP YOU THERE”

“LIONS – an NGO with character and a dynamic appeal”

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Corporate Social Responsibility

Vision Statement

To be successful global leaders in humanitarian partnerships

PreambleThe India government has now legally enforced “Corporate Social Responsibility” and it will not be long before similar legislations will be passed across the Globe.

This is the right time for Lions to step in and create a synergy with various corporations :

• by complementing the sense of accountability • hard-nosed results-oriented approach • coupled with financial resources of the corporations • along with practical skills, expertise and dedication of the Lions, whereby both could jointly forge ahead in the service mission.

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What is Corporate Social Responsibility

Definition• Corporate Social Responsibility (CSR) also called

• corporate conscience,• corporate citizenship, • social performance, or • sustainable responsible business

• This is a form of corporate self-regulation integrated into a business model.

• CSR policy functions as a built-in, self regulating mechanism whereby business monitors and ensures its active compliance with the spirit of the law, ethical standards, and international norms.

• The goal of CSR is to embrace responsibility for the company’s actions and encourage a positive impact through its activities on the environment, consumers, employees, communities, stakeholders and all other members of the public sphere.

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Possible Synergies of CSR and LCIF

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Areas of CSR

Health Education Environment Social

LCIF Areas of Service

Preserving Sight – Health Serving Youth/children – Education / Literacy Providing Disaster Relief – Environment Supporting Humanitarian Efforts – Social

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How corporations benefit from CSR

Corporations gain visibility through the service projects they carry out.They give back something to society from what they have earned.This creates motivation amongst employees and boosts their morale.The CSR spend on projects benefiting the employees, helps promote the employer - employee relationship as it shows that the company cares for its staff.It encourages the involvement of the employees in the CSR activities thereby promoting bonding.Creates employment.

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Measures of funding in India

• As a Forbes India cover story showed – It is expect Rs. 63 billion (over 1 billion U.S $) to flow in from

India’s top 500 listed companies, going by the government’s 2% norm.

• If the list of corporations is expanded to the top 1,000 India corporations, by adding MNCs, Co-operative banks and SMEs, then the amount available for service increases to at least Rs. 120 billion (over 2 billion U.S $). Not a bad number for a country of 1.2 billion.

This is only India what about the rest of the world….

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Why Lions should be involved with CSR

Lions reach is wide spread and activities multifaceted.A plethora of activities carried out by LCIF and Lions Clubs in the world.With enough Leaders, field workers and trained volunteers to execute them.

Lions capability to handle large humanitarian projects vast amounts of funding

including putting in percentage of funds from LCIF to partner in a particular project.

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Factors favoring Lions for partnering with Corporations

a) Consistency and Continuity

b) Commitment

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Current Partnerships

Corporation, NGO and Government Partners

Barter Partnerships

Lions Partnerships and Corporations

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Scenarios of Giving

Health

Education

Environment

Women Empowerment

Children Welfare

Food Banking

Social

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How to Approach Corporations / Mode of Proposal

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Plan Conduct a CSR assessment

Identify key Corporations having net profit as per specifications of CSR bill

Review the Corporation’s documents, processes and activities

Develop a CSR strategy Build relationship with CEO and senior management of the corporate body particularly with those dealing with CSR

Research and assess the kind of projects the Corporates are interested in

Prepare a matrix of proposed CSR actions Develop ideas for proceeding and PR

materials for the corporates Decide on direction, approach, boundaries

and focus areas Negotiation and establishing partnership

(including barter partnerships)

(Implementation framework)

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Do Develop CSR partnerships

Hold discussions with major corporates Make presentation to the corporate heads Create a working group to develop the

partnerships Prepare a preliminary draft Consult with concerned Corporate CSR

department

  Implement CSR partnerships

Develop an integrated CSR decision-making structure Identify the team involved including the team leader,

field worker and voluntary workers Brainstorming session with Questions and Answers Prepare and implement a CSR plan Set measurable targets and identify performance

measures Design and conduct CSR training Establish mechanisms to resolve problems and

disputes Create internal and external communication plans Make partnerships public

How to Approach Corporations / Mode of Proposal (contd.)

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How to Approach Corporations / Mode of Proposal (Contd.)

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Check Assure and report on progress

Assure performance Report on performance,

internally and externally

Improve Evaluate and improve

Evaluate performance through internal and external audit

Identify opportunities for improvement

Impact

Sample Survey To document the impact on the community on implementation and completion of the project.

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Role of Lion volunteers in initiating partnerships

CriteriaSelectionWorkingRequirements

Role of Staff

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Importance of PR and Lion Magazine

Public Relations initiative and the Lions image are very important factors for the successful implementation of Corporate Social Responsibility and Partnership.

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Monitoring And Evaluation Of A Project

During the course of the project and till completion it is the responsibility of the Lion Volunteers and LCI support staff on field to monitor the project at every step.

There should be complete transparency of the activities with detailed accounting of funds utilized.

Consistency / continuity of execution of programs / projects and reporting.

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Infrastructure

Manpower

Finance

Public Relations and Marketing Tools

Hardware and Software

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CORPORATE SOCIAL RESPONSIBILITY

Possible Pitfalls

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Lions and MicrofinanceBoard Brainstorming SessionSan Diego, California – February 28, 2014

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Imagine a life …

“… without access to financial services. Life would be an incredibly stressful roller coaster ride, and most dreams would remain unfulfilled. The day you get paid for work would be good, the other days rough. Any accident would set your family back. Sending the kids to college? Too difficult. Buying a house? Forget it. Nobody can pay for such needs out of cash accumulated under the mattress. For us, life without access to financial services is unimaginable.”

The World Bank

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Life Without Options

Without access to financial services, it is nearly impossible to:• Start a business• Plan for a child’s education• Take time off of work to care

for a sick child or an aging parent

• Withstand a financial crisis

Globally, more than 2.5 billion working-age adults – half of the world’s adult population – have no access to the banking system

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Microfinance

These services may include:• Loans• Insurance• Savings plans• Funds Transfers

Microfinance provides financial services to individuals who are excluded from the formal banking system

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Microfinance: Financial Inclusion

Microfinance makes it possible for poor communities to:• Improve health and welfare• Extend education• Improve food security

• Break the cycle of poverty!

Increasing access to an appropriate range of high quality financial services can accelerate the climb out of poverty.

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Microfinance: Corporate Philanthropy

• Microfinance is catalytic: the impact of a small investment is greatly magnified through associated improvements in health and development

• Microfinance provides opportunities for corporations to engage in corporate social responsibility (CSR)

• Microfinance can serve corporations as a powerful branding tool

The World Bank estimates that US$250 billion is needed to provide capital to all those who need it.

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Lions Microfinance Pilot Project - India

ASA International India

Mission: “To reduce poverty and improve the quality of life of the economically challenged people of the society through the provision of qualitative and responsive microfinance services in an innovative and sustainable way.”

ASA International India and the Follow Your Dreams Foundation India recently agreed to collaborate on a microfinance project.

Follow Your Dreams Foundation India

Board of Trustees

• Board Appointee Aruna Oswal,

Chairperson

• Past International Director Jagdish Gulati, Secretary

• Past International Director Shyam Malpani

Treasurer

Additional Trustees:

• Past International President Rohit Mehta• Past International Director Naresh Aggarwal• Past International Director Narendra Bhandari• International Secretary Neville Mehta

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ASA International

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ASA International India

ASA India is currently active in West Bengal, Assam, Tripura and Bihar

7/31/2013

States 4

Branches 119

Clients 104,026

Total Staff 545

Repayment Rate 98.78%

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ASA International India - Impact

Client: Marufa Mullick (321-323) Activity: Jari Work First Loan: Rs. 8000 Last Loan: Rs. 10000

 “Like any other woman, I was worried about my limited income and was worried about its negative impact on our family life”

Before her association with ASA India, Marufa’s livelihood was insecure. Though she was engaged in a family jari work business, lack of adequate income prevented her from making ends meet.  

ASA India’s support enabled Marufa’s business activity to expand and her income to increase. She has applied for several loans and has repaid each in a disciplined manner. The generated income from the business has helped her to be the proud owner of a small plot of land in a location nearby and her social status has also been enhanced.

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ASA International India – Lions Pilot

Follow Your Dreams Foundation India is funding a microfinance project which will be implemented by ASA International India.

ASA International India deliverables:

• A sustainable microfinance model

• Considerable technical expertise

• Qualified beneficiaries

• Loan management infrastructure

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ASA International India – Lions Pilot

• Follow Your Dreams Foundation India is working with a bank to create an initial corpus of US$100,000, from which ASA International India Microfinance Pvt. Ltd. will receive loans to fund its beneficiaries

• Lions will continue contributing to this corpus, allowing it to grow; rather than making a one-time donation, Lions are making an investment

• No funds will be passed directly from Follow Your Dreams Foundation India to ASA International and its beneficiaries

• All loans will be indemnified by ASA International to be paid within three months following notice of repayment from Follow Your Dreams Foundation India

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Microfinance Plus

• sight screenings• Sanitation and

hygiene awareness building activities

• vocational training

Established Lions programs will be integrated into the microfinance process, including:

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Thank you!

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Brainstorming

From now to 2:00 pm

2:00 pm – 3:00 pm

Brainstorming

Report from each table

(7 min. each)

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Table 1, 4, and 7

1. What do you think about these two concepts to infuse and incorporate micro-entrepreneurial approaches in our community service projects do they enhance the sustainability of projects,

2. Effectively partner with corporations and businesses to involve more people in Lions and/or position ourselves as an ideal partner?

3. What should LCI consider if these concepts were to be expanded?

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Table 2, and 5

1. How would you envision these concepts and being implemented in your area and culture?

2. And what will you do over the next 6 months to promote micro-enterprise and corporate outreach to the Lions in your area and multiple districts?

3. What tools and training are needed?

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Table 3, and 6

Outreach to Corporations and Businesses:

1. What methods would work for engaging corporations and businesses to form Lions Clubs and/or be a Service Partner with LCI or Lions Districts in your area?

2. What tools and training are needed?

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Report Out

2:00 pm – 3:00 pm Report from each table

(7 min. each)

Board Brainstorming Session

San Diego, California – February 28, 2014

1:00 pm to 3:00 pm