Sponsored by:

Business Leaders’ Insights

Skills-based volunteering and pro bono help the bottom line.

Moderator: Theresa Ellis, Common Impact

Panelists

• Ophelia Basgal, PG & E

• Mark Edmunds, Deloitte.

• Anne Schaffer, Capital One

• Anne Bronson, Accenture

Sponsored by:

Business Leaders’ Insights

Skills-based volunteering and pro bono help the bottom line.

Ophelia BasgalPG& E

About PG&E and Our Business

Electric and gas distribution customers

5.1 MM electric 4.3 MM gas

Electric transmission and distribution lines

159,686 miles

Natural gas transmission and distribution pipelines

48,435 miles

Electric generation capacity 6,271 MW

What we do:

• Deliver safe, reliable, and environmentally responsible gas and electricity to approximately 15 million Californians

Philanthro-Capitalism: Pilot with MBA Leadership Program

• At PG&E, leadership means giving back time and money to the community– 1.2% of pretax profits go to charitable giving– 90% of PG&E officers serve on community boards

• As future leaders, MBA Associates’ community involvement will be part of the formula for success at PG&E

• Finding meaningful ways of giving back can mean something different for everyone

• To the newest members of the PG&E leadership team, we presented a challenge to apply their skills in a meaningful way in the community

The Challenge

Deploy the following resources to best serve the community• Skills

– Personal skills

– PG&E expertise

• Time – 1:1 match of hours (personal : work) for volunteering

– Expectation of 2-4 hours per week on average

• Money – PG&E pledges $25,000 of shareholder money for the execution

of specific skilled based volunteer projects

Ground Rules

• Projects must fit with PG&E mission and values: oversight by steering committee before dollars deployed

• Maximize impact of all resources being leveraged• A leadership opportunity: peer review and feedback will

be part of the process• Have Fun!

A Unique Opportunity

• GRID Mission: Empowering communities in need by providing renewable energy and energy efficiency services, equipment, and training

• Context: GRID is a long time partner in PG&E’s Solar for Habitat Program

• Recent Developments: CA Public Utilities Commission awarded GRID administration of the single family low-income CA Solar Initiative program

• Need: Sudden scale-up of the business has created substantial IT and HR related issues

• Opportunity: GRID would be a great initial skill based volunteering project

GRID Alternatives Project

• Partnership between the MBA Leadership Program, PG&E’s IT organization and Accenture

• Delivered a working Intranet site which is currently being rolled out to all GRID employees

• Value creation activities of team:– Research of Intranet vendor products available– Analysis of current system capabilities with recommendations for

enhancement– Assessment of customer requirements– Cost-benefit analysis of products based on customer requirements– Implementation and deployment of Intranet site

Business Value

• Aligned with PG&E’s business objectives and values– Environmental leadership

– Help meet state’s renewable power standards

– Supporting our communities

– Leadership development of future company leaders

• Support the continued success of an important non-profit green partner

Sponsored by:

Business Leaders’ Insights

Skills-based volunteering and pro bono help the bottom line.

Mark EdmundsDeloitte

Deloitte Goes Beyond the Check…

Deloitte Community Involvement focuses on helping people and communities to thrive by using our best thinking to build stronger nonprofits. We do this in three ways:

Think – We leverage our best thinking to strengthen nonprofit capacity

Invest – We complement our best thinking with the financial resources to help people and communities thrive

Advance – We share our best thinking to spark advances in supporting communities and skills-based volunteerism through advocacy, awareness, influence and example

Deloitte Uses Skills to IMPACT

Deloitte Community Involvement programs bring the services and intellectual capital of our organization together to make a long-term impact on nonprofits. Some of our programs include:

• Pro Bono Program• Pro Bono Fellowships• Skills-based Volunteering• Nonprofit Board Service

Pro Bono and Pro Bono Fellowships

Pro Bono Program• Three-year $50M pro bono commitment launched in June 2008• Strategically brings Deloitte’s business skills to the nonprofit sector• Engagements are tightly managed and staffed like for-fee engagements• Focused primarily to build nonprofit operational capacity and infrastructure

Pro Bono Fellowship Program • Extension of Pro Bono program, which was launched in June 2009• 10 high-performing employees lend their professional skills to local nonprofits on

a full-time basis for up to 6 months• Deepens alignment to key community partners• Increases footprint in community without additional direct expenses• Complements Talent strategy for Deloitte high performers

Skills-based Volunteering and Board Service

Skills-based Volunteering• Matches corporate talent with nonprofit need to maximize outcomes for nonprofits, the

community, and our business.• Deloitte’s annual day of service on June 5 (IMPACT Day) engaged employees in 800

community projects in 250 communities across the country. In the Northern Pacific region, 70% of our 54 sites had a skills-based component.

• Pioneered a new model of management training for local nonprofit executives called the Deloitte Center for Leadership & Community (DCLC).

• On IMPACT Day 2009, DCLC sessions were hosted in 24 U.S. cities for hundreds of nonprofit leaders

Nonprofit Board Service • Nearly 50% of Deloitte’s partners, principals, and directors serve on at least one nonprofit

board• Strategic board placement aligns personal interests, community needs, and business

relationships

Deloitte’s Research & Results:Business Value of Pro Bono/Skills-Based Volunteering

Recruiting• 46% current hires recommend Deloitte employment because of CI focus (2009)• 33% new hires said CI was a reason they joined Deloitte (2009)• 62% of Gen Y recruits prefer to work for a company that lets them volunteer their business skills

(2007)

Retention• 89% current hires are proud of Deloitte’s commitment to the community (2009)• 78% say CI either “very important” or “somewhat important” for job satisfaction (2009)

Revenue• Pro bono showcases new for-profit service lines like Deloitte’s Clean Tech practice and The Tech

Museum of Innovation’s “Renewable Energy Exhibit”• Community alliances with strategic clients has led to closer, more trusted relationships• Board service, Pro bono and skills-based volunteering has generated sales with key clients and new

clients

Deloitte’s Research & Results:Business Value of Pro Bono/Skills-Based Volunteering

Reputation• Demonstrates Deloitte’s shared values and capabilities to the marketplace

• Widely recognized as a leader in the advancement of corporate community involvement, specifically for pro bono and skills-based volunteering

• Select recognition for our programs include:• 2009 Social Innovation “Spotlight” award from California Governor & First Lady’s Medals

for Service• 2008 President’s Volunteer Service Award• 2008 Deloitte CEO panelist for ServiceNation Summit

Talent

• 91% HR professionals see significant business/leadership skill development with pro bono/skilled volunteering (2008)

• 70% HR professionals’ training & development budgets either decreased or flat… YET… only 16% of companies intentionally link pro bono/skills-based volunteering to employee development (2008)– an opportunity to expand

Pro Bono in a Tight Economy2009 Deloitte Volunteer Impact Survey Highlights

• 80% of corporations donate money, yet only half contribute their business skills

• 79% of corporations feel pressure to create same social impact with less money

• 40% of nonprofits will spend between $50k - $250k+ on outside consultants

• 9-in-10 nonprofits need more pro bono support, yet 24% have no plans to use any skilled volunteers or pro bono in 2009

• Significant barriers still exist with both donors and nonprofits:• Lack of infrastructure on both sides• Perception that there is no demand for employee skills• 97% of nonprofits do not know how to secure pro bono

Steps to Consider to Overcome Pro Bono Barriers

For Corporations For Nonprofits

Offer a signed commitment. Eighty-eight (88%) of nonprofits consider lack of formal commitment problematic.

Be ready and available to accept skilled support. Assign staff or a board member to solicit/oversee project.

Be transparent. State types of pro bono and skilled volunteerism you can offer.

Identify your top three business issues. Ask your current funders if they can offer this type of expertise.

Give them contacts. Advise nonprofits about who they can work with in your company to secure pro bono support.

Think beyond the cash. Treat pro bono as valuable currency and publicly recognize its value to encourage more corporations to engage in pro bono.

Learn more about Deloitte’s Community Involvement Programs

www.deloitte.com/us/community

Mark Edmunds

Vice Chairman & Regional Managing Partner

Deloitte LLP

© 2009 Deloitte Services LP

Sources referenced: Deloitte Volunteer IMPACT Studies 2007-2009, 2009 Talent Survey

Sponsored by:

Boosting Associate Engagement with Pro Bono Volunteer

Opportunities

Skills-based volunteering and pro bono help the bottom line.

Anne T SchafferCapital One

Questions concerning Capital One’s Pro Bono Program?

Please contact:

Anne T Schaffer

anne.schaffer@capitalone.com

Matt Hines

matt.hines@capitalone.com

Sponsored by:

Skills-based volunteering and pro bono help the bottom line.

Business Leader Insights

Linking Community, People and Business

Anne BronsonAccenture

Accenture’s investment incorporate citizenship…

should align with our people’s core skills &

our business…

leading to greater social impact & return on investment for our business…

creating further incentive to reinvest

in corporate citizenship.

The business case for Corporate Citizenship……creating a virtuous cycle

1

3

4 2Virtuous

Cycle

25

In May 2009, Accenture launched a new theme for its Corporate Citizenship activity:

Over time, Accenture is working to shift the majority of our corporate citizenship activities to be aligned with this new focus

Skills to Succeed

“building skills that enable people to develop themselves to participate in and contribute to the economy”

“Menu of Options” to Serve the Community

Nonprofit Practice

Eco Volunteer

Pro BonoProjects

Done-in-a-Day Volunteer Projects

AccentureDevelopmentPartnerships

(ADP)

Non Profit Board

Participation

VoluntaryService

Overseas(VSO)

Skills Based Volunteering

Short Term volunteer

projects that utilize core

skills. Small teams and

completed in 2-4 months

VSO/ADP

Employees work full time with

nonprofits and NGOs

in developing countries

Eco Volunteering

Volunteers focus on ways to

reduce Accenture’s eco impact and/or external eco

volunteer activities

Pro Bono

Strategic large scale investment of time and

skills to solve

complex business

problems for nonprofits

Nonprofit Practice

Serves charities,

foundations, and nonprofit

oriented independent government

agencies on a “for fee” basis

Skills Based

Volunteering

New Joiner

VolunteerActivity

VolunteerImpactTeam

Types of Corporate Citizenship Programs

Nonprofit Board

Participation

Serve on boards of various nonprofit

organizations, providing general

business and Accenture-specific

expertise

New Joiner Volunteer Activity

New joiners participate in a

2-3 hour volunteer activity

with a local nonprofit as part

as part of orientation

Volunteer Impact Team

Employees in Consulting and

Solutions engage in volunteer

activities when not staffed on client work

Done-in-a-Day

Episodic activities sponsored by Analyst Action

Teams, Community Meetings,

Local Office Leadership, etc

Skills Based Volunteering (SBV)

What is SBV?• Accenture people give time and talent in addition to their daily client work

to help nonprofits achieve their missions • Types of work vary and represent our wide range of offerings/skills• There is an application process and consistent criteria used to shape

and select projects, with a focus on both outcomes and creating social impact

How does the SBV program link community, peopleand business?• The Corporate Citizenship team provides oversight, but a team of

passionate volunteers in each location owns and drives the SBV initiative • The teams work closely with local leadership• Project ideas originate from nonprofits, employees and account planning

sessions• We seek opportunities to team with clients – everyone brings something

to the table

Voluntary Service Overseas (VSO) &Accenture Development Partnerships (ADP)

Accenture worked with VSO to help create

the VSO Business Partnerships program• Employees take a leave of absence for 6-12 months • Types of work vary and represent our wide range of offerings/skills• Volunteers receive a monthly stipend from Accenture plus an in-

country salary provided by the NGO

ADP is a nonprofit unit within Accenture which

is fully integrated with our business model • Each stakeholder contributes – the client, the employee and

Accenture – towards the success of the project• Types of work vary and represent our wide range of offerings/skills• Projects are typically 3-6 months and are managed just like any

other client engagement

Pro Bono Projects

Project profile:• Typically in support of our strategic nonprofit partnerships• More significant commitment – larger in scope and usually full time resources• Will support our Skills to Succeed theme moving forward

Examples:• Points of Light/HandsOn Network – merger, SBV and shared services projects• NPower – IT Basic offering• Junior Achievement – Business Transformation Initiative• Aidmatrix – FEMA/DHS Disaster Relief Exchange project

What’s the “win”? • Nonprofit - projects are strategic, mission-critical• People – opportunity for skill development and making a difference• Business - projects showcase core business capabilities

“We make a living by what we get.

We make a life by what we give.”-- Sir Winston Churchill