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#CECPSummit | @CECPTweets
Carmen Perez
Director, Evaluation and Data Insights, CECP
@CECPTweets | @carmenjsperez
Tim Youmans
Director of Research, Strategic Investor Initiative
@CECPTweets
CECP
Trends:
Giving in
Numbers
Preview
2
Giving in Numbers Preview
Your Changing Role:
New Competitive Advantage
Core Responsibilities
Carmen Perez, Director, Evaluation and Data Insights
Interviewed by:
Tim Youmans, Research Director, Strategic Investor Initiative
3
4
5
New Competitive Advantage:
Three Key Insights
Investors Are Asking
6Source: CECP company-reported dataset. 2015 Data, N=217
Note: MM = Millions
“Has your corporate citizenship department (or similar department) been called upon to provide environmental,
social, and/or governance (ESG) information on to a particular investor or to the investor relations department?”
13%
30%
25%
28%
4%
Median
Giving
$12.0MM
Median
Giving
$14.3MM
Median
Giving
$21.9MM
Median
Giving
$27.5MM
Median
Giving
$32.1MM
56% report ESG information to Investors
7
ESG and Performance
Source: CECP company-reported dataset - 2014 Data & Bloomberg Terminal Database
Notes: -Sample = 515. Includes CECP affiliated companies and non-CECP affiliated companies in the Fortune 500
-Medians were calculated for all ESG & Financial Performance Metrics
Released
on CECP
Insights
blog
9%8%
25%
24%
16%
12%
16%
45 6
10
7
10 10108
10
1416
19 190.11% 0.10%
0.08%
0.13% 0.13%
0.10%
0.18%
0.00%
0.02%
0.04%
0.06%
0.08%
0.10%
0.12%
0.14%
0.16%
0.18%
0.20%
0
5
10
15
20
25
Where You Sit Matters
8Source: CECP company-reported dataset. 2015 Data, Department categories are not mutually exclusive, N=272.
Team refers to the number of reported Contributions Team Full Time Equivalent (FTE).
HRn=25
Admin/Finance/
Legaln=22
Comms./
Marketingn=67
External/
Public/
Corporate Affairsn=63
Giving/Foundation/
Philanthropyn=43
Community
Affairs/Relationsn=31
CSR/
Citizenship/
Sustainabilityn=43
Average # on Team
Median # on Team
Total Giving/Revenue
% of Companies
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Poll Question
If your department moved within corporate reporting structure last
year, did it move closer to the CEO?
• Yes it moved; Closer to CEO
• Yes it moved; Same distance from CEO
• Yes it moved; Stayed direct to CEO
• No move; Stayed direct to the CEO
• No move; Not reporting directly to CEO
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Core Responsibilities
Preview:
Four Giving in Numbers Topics
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Your Sector Matters
Total Giving/ Revenue Total Giving/ PTP % Change Median Total Giving
Communications -26%
Consumer Discretionary -20%
Consumer Staples 2%
Energy -25%
Financials 7%
Health Care -19%
Industrials = -2%
Materials = -11%
Technology 29%
Utilities 11%
All Companies 1%
Decreased at least 0.10% Decreased at least 0.10% Decreased at least 10%
Decreased between 0.10% and 0% Decreased between 0.10% and 0% Decreased between 10% and 0%
No Significant Change No Significant Change No Significant Change
Increased between 0% and less than 0.03% Increased between 0% and less than 0.10% Increased between 0% and less than 10%
Increased at least 0.03% Increased at least 0.10% Increased at least 10%
Source: CECP company-reported dataset. 2013-2015 Data, 3 Year Matched-Set of 211 companies. Inflation adjusted.
Total Giving Changes 20132015
Volunteer Participation…
12Source: CECP company-reported dataset. Column chart: 2013-2015 Data
, N=69
…Is Up …Varies by Dept.
28%31% 33%
2013 2014 2015
Growth in Responsibility
13Source: CECP company-reported dataset. Line chart: 2013-2015 Matched-Set Data, N=95 Contribution Team Full Time Equivalent (FTE)
2011 2015
FTEs FTEs
Total
Employees
Total
Employees
3%
-2%
1500 1550
8.16 million8.31 million
Growth
Rate
Measurement, Both Up and Down
14Source: CECP company-reported dataset. 2013-2015, Matched-Set Data, N=112
Percentage of companies measuring social outcomes and/or
impacts, 2013-2015
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Poll Question
Your department’s increased accountability to the business has led to
which demand occurring the most in the last year:
• The need to show results to both the business AND society from
existing efforts and programs
• Pressure to innovate, undertake NEW efforts and programs
• Push to integrate your department’s expertise to inform/enhance
other business departments or functions
• Increased demand for reporting and transparency from various
stakeholders seeking information on your work
• None of these occurred or there is no increased accountability
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What’s Next For
Your Changing Role
New Competitive Advantage
Core Responsibilities
Record Breaking Year!
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272 Multi-billion dollar
companies
$7.5 trillion in aggregated
revenues
62 companies out of the Fortune
100
80+ companies
involved for 10 years
or more!
Celebrating our 15th
Year!
Thank you to
The Conference
Board!
Thank you for your work and commitment for creating the largest
and most comprehensive study in our field!
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