@Everyone - please share your name, where you’re calling in from and your role with the org (if you like!)

Hello everyone! Sam Caplan, Bentonville, Arkansas. I’m the VP of social impact at Submittable.

Wayne Young, Austin TX

Hi everyone! Stephen Kump, CEO of Charityvest. Atlanta, GA.

Hello, Clément here calling from the Novartis Volunteering program, based in Basel, Switzerland

Hi everyone! So excited to have you here today. Jessica Jenkins, Realized Worth, Vancouver BC.

Janet Kolokithas, Marketing Manager, Sustainability Director and lead for ESG initiatives at Gannett Fleming

Jerome Tennille, Washington DC, Social Impact @ Marriott International

Jim Catrambone, Pioneer Academics in Phila. PA, sole officer creating giving opportunities grants, major gifts etc.

Hi everyone! Jeff Hoffart from Do Some Good, Kelowna, BC, Canada

Good morning, my name is Katie Villa and I am the Community Engagement Program Manager at BECU in the Seattle area

Hello everyone! Anna Cardwell, West Chester, PA, Community Affairs at Qurate Retail Group

Howdy, Peter calling from East Bay (San Francisco area). I’ve been a member of the leadership council since it was founded. Excited to see the results of this research!

Hi everyone! I'm Julie Cross in Charlotte, NC with Trane Technologies - Global Corporate Citizenship Manager

Julie Caldwell, E4E Relief hailing from Charlotte, NC.

Tara Havlicek, Mitsubishi Electric America Foundation, Illinois

Hi Peter! Great to cross paths!

Good morning everyone! Kathi Shaner, Community Outreach with Voices for Children. Riverside County, CA 😄

Brandon Parkes, CEO/Founder of social impact consulting firm, Parkes Philanthropy!

I'm Frank Irizarry from RaisedBy.Us, based in New York City. I coordinate events for volunteers! :)

Hello! I'm Allison Leep, Head of Social Impact for PEMCO Insurance in Seattle, WA.

Esther Chabot, Associate, Colleague Engagment, Social Impact, TD Bank Group, Toronto

Hi all! I am Sophie Snowden, Program Officer at the Gates Foundation in Seattle

Hey Chris and all! Andrea Cavanagh from Dallas, Texas - Outreach at Southwest Airlines.

Hi everyone! Natalie Norton, calling in from Chico, CA. I'm the Volunteer Impact Manager with Rise Against Hunger. Excited to be here!

Hi everyone, Greetings from GivingTrax in Seattle.

Good to see everyone! Kayla Mottola, Manager of Social Impact + ESG at Tripadvisor. Based in Plymouth, MA!

Hi everyone! I’m Claire Kirkpatrick, Nonprofit and Client Success Manager at Deed! Based in Boulder, CO — if you’re in CO (or elsewhere!), feel free to reach out! https://www.linkedin.com/in/claireannekirkpatrick/

Hi there! Laura Hoagland, Community Outreach, Manager with Southwest Airlines based in Dallas, TX.

Amy from Toronto! https://linkd.in/amcy101 Read my CSR articles at https://bit.ly/amyc-writes-csr. I'm looking for work in CSR.

https://www.linkedin.com/in/samcaplan/

Hi! I’m Krushali Shah, Business Development Associate at GivingForce.

https://www.linkedin.com/in/cl%C3%A9ment-douault-89390010/

Brooke, Community Impact Specialist from In-N-Out Burger in Irvine, CA

Hi everyone! Christine Miller, Sr. Manager of Foundation Giving for Comcast based in Philadelphia PA.

Hi! Sabrina El-Chibini, Founding CEO, The Collaboration Vector Inc.

Matt Comanda - Washington, DC - Diligent Decisions Consulting. Hi Greg Baldwin!

Brian Kurth - Revere Skills-based Volunteering Software in Colorado. https://www.linkedin.com/in/briankurth/

https://www.linkedin.com/in/brandon-parkes-90025137/ and www.parkesphilanthropy.com

Hi Everyone Sheila Snapp, Thomson Reuters, Minneapolis/St. Paul, MN

Hello all! Justin Lopez, Marketing Manager at WeSpire located in Boston, MA 👋

Hi Everyone! My name is Amy, Program Coordinator from Forests Ontario

Hi - Ashley Asbra, Consultant from Rocket Social Impact.

Shelley Hayes, Chief Engagement Officer, CHC: Creating Healthier Communities, Alexandria, VA

https://www.linkedin.com/in/jeffhoffart/

Hello. Greg Baldwin, CEO VolunteerMatch, Oakland, CA

Good morning, Kim Gube (she/her) from Washington, DC working at Global Impact Campaign Engagement Director. Look forward to the findings and discussion.

Hi everyone, I'm Liza Munson with Rise Against Hunger calling in from West Palm Beach, FL USA https://www.linkedin.com/in/lizamunson/

https://www.linkedin.com/in/julie-cross-07196a26/

Marie Gillespie, Newtown Square, PA. Lead Community Affairs Specialist at Independence Blue Cross

Megan from Los Angeles. Corporate Citizenship with Farmers Insurance - https://www.linkedin.com/in/megan-schmid-82b1486b/

linkedin.com/in/Balciauskaite Lithuania

Hi. I am Debbie Pinard, co-founder of InitLive, a SaaS volunteer management platform. https://www.linkedin.com/in/debbie-pinard-initlive/ www.initlive.com

Hello everyone! Stoked to be here with all of you! I’m Chad Haertling with Deed. Feel free to connect with me on LinkedIn - https://www.linkedin.com/in/chadhaertling/

Hello everyone! I’m Anca Enache, CEO/Founder of 3P Impact Consulting, a sustainability consulting agency in LA, California. Glad to meet you all :)

https://www.linkedin.com/in/jkolokithas/

https://www.linkedin.com/in/gregbaldwin/

1. Questions 2. Contributions 3. Contradictions

Melissa Pierce, Rise Against Hunger, https://www.linkedin.com/in/melissa-pierce-77838129/

Oops put in my link wrong - https://linkd.in/amyc101

Sherry Lynn Fazio - lead analyst/consultant on the report with RWI - calling in from Delray Beach, FL. Exciting to see all the solutions - hello everyone!

Hi, I’m Walker Morrow, founder of Givful. We were acquired by a payroll company earlier this year and look forward to spending our time together, today.

Leigh Warren, Triangle Community Engagement in NC. I offer local employee volunteering project development and execution . https://www.linkedin.com/in/leigh-warren-ab42645/. www.trianglecommunityengagement.com

https://www.linkedin.com/in/julie-caldwell-45400a1/ (Julie Caldwell, E4E Relief - I working w/ corporations to establish employee relief programs for times of crisis)

Paul Kalomeris, CAF America, https://www.linkedin.com/in/paul-kalomeris-8991a37/

Welcome, Walker! Really glad you could be here with us today!

Thank you!

Amy from Toronto! https://linkd.in/amyc101 Read my CSR articles at https://bit.ly/amyc-writes-csr. I'm looking for work in CSR.

474

124 pages!

Hi all - thanks for joining today! Amy White, Head of Social Impact & Communications at Adobe

Hi everyone! Ben Sampson, Co-founder & CEO at WeHero. Great to see so many familiar faces! https://www.linkedin.com/in/bensampson11/

I don’t know if there’s anyone else who loves demos as much as Sherry!

Sherry - always happy to add one more to your list if you want to take a look @ Do Some Good. :)

We’ll be sure to reach out, Jeff!

Hi everyone - Andrea from GiveWorx - https://www.linkedin.com/in/andreafrieder/. We’d love to participate in the future as a solution provider.

Hi Andrea! Thank you so much. We will absolutely reach out for next year’s report!

Your team is doing a fantastic job of bringing more awareness to the amazing solutions out there doing such great work in this space - Huge thanks!

Thank you, Jeff! We’re so appreciative of all the support and contributions!

https://www.linkedin.com/in/estherchabot/

In case you’re looking for it, you can find the Solutions Spotlights starting on page 53 of the report. :)

Hi everyone! Deevee, CEO of Deed (www.joindeed.com) here. Great to see so many friends and leaders on this call!

AMEN!

REALLY???

I don't believe it

Since you said that the report was dependent on providers/solutions that were available - were there any that weren't included b/c of scheduling or other issues?

He says this on all calls — free ipads

I will believe it when I see it

No, really! It’s true today, friends!

@Kim, yes! Some declined to participate due to capacity at the time of our research, or were unresponsive to our outreach. The list of vendors that were “known” but not featured are on pages 48-49.

@Jessica - thanks!

Been waiting a long time for this Ipad from Chris. Today is the day! Hey @RW team! nice to see you all again!

Daragh! I’m so glad you’re here!

@Daragh - this could be the day!

TEN BILLION

@Daragh hello friend! Nice to have you!

@everyone - much of that investment occurred in the last 24 months.

Ilia has such extensive knowledge of the trends and insights related to this work. Please feel free to drop in questions, contributions or contradictions here in the chat for him!

I’m stuck on the challenge of transitioning to different vendors - it feels like once you have one you end up “stuck” for a variety of reasons. Are there any insights/information on specific transitions from one solution to another? Which ones make that switch/implentation more streamline, etc.

@Ilia do you know who the biggest investors in this space are?

Those are great questions! We’ll get Ilia to weigh in on those.

Love this question, Kayla! (That’s you Kayla, right?) In addition to what Ilia just shared, we touch on this a little later in the presentation and in the report - and if you’re still left with questions, we’ll hook you up with Ilia. ;)

I'm surprised ESG didn't come up with goals/objectives?

Yes it’s me! Thank you

@Kim oh, they most definitely did - the slide we were just on more spoke to the fact that we’re seeing a wide variety of departments “owning” the management of these platforms, potentially speaking to the fact that they are serving objectives beyond what we typically think are the objectives (i.e. ESG and engagement objectives). More on this in the report starting on page 12!

@Jessica - thanks for clarifying :)

@Ilia, virtual volunteering is still relatively new and became more viable over the past year with COVID. Do you see this as a trend that will continue due to the environment or are companies seeking more in-person events again?

Thanks Ilia. Kim at America's Charities.

Awwww, come on with the Grandfather! I’m not that old yet…am I?

@Greg - yes. Yes you are.

Official and grassroot

Grassroot

Vendor and grassroots

1 Group = Grassroot

2nd Group Official

If anyone belongs to a CyberGrants grassroots group, I'd love to connect. https://www.linkedin.com/in/estherchabot/

Would it be possible to get a copy of the recording/slides after the call?

Yes, Vicky! We will provide access to the recording to everyone.

Wonderful, thank you.

18 months! Things change so much in 18 months.

Or the vendor gets bought

Interesting privacy regulation differences across regions are quite extensive :)

@Sam you’re not wrong! Vendors can come into being and disappear in the span of 18 months. :)

Our vendor is US, we found it difficult ( from Europe) figuring out how things work in there compared to Europe :) Especially data storage part

Thanks Ilia! Amazing insights.

Thanks! So much more in the report

@Ilia did you look at security requirements beyond data management? User access limits by country etc?

Anyone doing employee giving in China?

I would say we looked at security more generally, but of course data residency is a huge component

especially in specific industries/countries with limitations or regulatory requirements

Hi @Megan!!!

Hi @Andrea!

Thanks @Ilia

John Brothers, T. Rowe Price - from Baltimore!

Hi everyone! Ashley Savageau from Palo Alto Networks…located in the Bay Area, CA

Hi @Ashley!

Hello! Kia Pyrcz from Enbridge/RWI. I am based in Calgary, AB.

Re-introducing myself, this time with LinkedIn. Longtime CSR practitioner, recent nonprofit exec. One foot on each side of that fence still. https://www.linkedin.com/in/peterdudley/

Hi Kia! 🙂

Hi friends! Sophie Birdwell from Deed (www.joindeed.com) working remote in Dallas, TX. Let’s connect! https://www.linkedin.com/in/sophiebirdwell/

Questions, contributions or contradictions!

Loaded question, false dichotomy

Agree with Jerome!

+1

+1

Hi Craig, nice to see you on this webinar! I should've known you'd be here

You all caught on!

So great to see so many folks on video! Please feel free to add any questions, contributions or contradictions here in the chat.

G-734332

https://www.trustbasedphilanthropy.org

Antoinette LeCouteur- CSR technology is my favorite thing _ in San Francisco and happy to connect www.linkedin.com/in/antoinettelecouteur

The Trust-Based Philanthropy Project is a five-year, peer-to-peer funder initiative to address the inherent power imbalances between foundations and nonprofits.

Find the report here - https://www.everyaction.com/blog/everyreaction-88-percent-of-affluent-households-gave-in-2020/

For more on the report being discussed - “The study is based on a survey of 1,626 households with a net worth of $1 million or more, excluding the value of their primary home, or an annual household income of $200,000 or more. The median income of survey participants was $350,000, and the median wealth level was $2 million.”

@EVERYONE - this is a great opportunity to share your experience that may not be the same as those being discussed now - don’t be shy. Those comments are the best!!!

Great conversation… and related to the tech platform topic, it’s hard when vendors hard code their own terms that clients can’t customize or modify.

Too often corporate engagement platforms become virtual gated communities with an invite-only approach to building nonprofit relationships.

So true @Greg

I may have missed it but what is the url of the portal?

A report out of the UK indicated that only 12% of respondents describe themselves as digitally mature, and this is regardless of charity size. https://cms.blackbaudcdn.net/media/docs/default-source/bbe-documents/bbe-resources/ebooks/the-status-of-uk-fundraising---2021-benchmark-report-final.pdf

More… • The sector currently rates itself as 5/10 for digital maturity – there is so much potential fororganisations to develop if they have the right digital skills and leadership in place.

https://ssir.org/articles/entry/sharing_sugar

Chris, that matches my experience getting immersed in local direct service nonprofits. There simply is no time or budget to skill up as technology advances.

@Peter - more evidence to your observation from the same report: The survey identified a number of clear barriers faced by non-profits when undergoing a digital transformation:1. BUDGET: 65% reported having no budget for tools and systems, and 59% shared that they had no budget to develop skills

Oh wow, this is such a reality here in Lithuania, and I thoughts this is something that our non profits just did not ''grow up '' yet to catch up with. But I hear low resource sharing is an issue across the globe

@Kristina - yes. There is a digital divide in corporate citizenship.

And yet many nonprofits are looking at technology to find areas to automate and create efficiency. Sort of a chicken and egg situation...

But Non profits find the cooperation so empowering and useful - yeah very rare

“There remain very few examples of how philanthropy has incentivized or funded true collaboration or creating a more collaborative culture for and among nonprofits.” John Brothers

3.LEADERSHIP: 47%reportedalackofdigitalleadershipneededtodrivethetransformation forward, 39% said there was no one pushing a digital agenda within their organisation and 33% said their leaders did not understand the importance of becoming digitally mature

Tinder. For nonprofits/

Yeah !

Again - a number of the quotes / data points I’ve been sharing can be found here - https://cms.blackbaudcdn.net/media/docs/default-source/bbe-documents/bbe-resources/ebooks/the-status-of-uk-fundraising---2021-benchmark-report-final.pdf

Thanks everyone!

Phenomenal! Thank you, John and Megan!

Thanks Megan and John!! So many powerful nuggets in there.

Bravo John and Megan - Great insights!

Thanks everyone! Connect with me on LinkedIn as well

So much good stuff 🙌🏼 thanks !Megan and John

What's the listen up show?

https://www.rw.institute/the-listen-up-show

Listen up is great - we have had some great conversations !

Hi Peter Dudley! Kathleen from Exelixis here!

Who is currently leading the charge for the Museum of Volunteering on the Mall?

Hi Kathleen!

What are the required investments in the nonprofit sector to fully take advantage of what the current technology offers?

@Greg - great question.

@Dana - could you share the link to the recording and resources for the Museum of Volunteering

Yup, here it is: https://zoom.us/rec/play/ebj6OlWUeGW1orShN_AD0ch5Lwx0p8gvObl3OXdZTKb3FUExWJW7gpgR0wxI3LvOVADxN-W2B8zC3Fc.NzOYwXDzq17TiY4v

and here are the related resources: https://mailchi.mp/rw.institute/listen_up_follow_up_april_2021-5021862

Thank you

Despite great giving and volunteering technology, an estimated $US 4 – 7 billion dollars of matching funds go unclaimed each year.

https://doublethedonation.com/tips/matching-gift-participation-rates/

@Everyone, this came up on a Gates sponsored discussion with IDEO - a single platform to upload opportunities and info and then see this go to multiple platforms.

I don't know why I sit here surprised that the issues are the same like e.g. local volunteering platforms in need to be integrated into the platforms

Well said @Steve. The cost from a lack of CSR platform interoperability is born disproportionally by the nonprofit sector

The Technology Association of Grantmakers partnered with NetHope, TechSoup and NTEN on a guide to digital infrastructure. Lots of discussion around nonprofits needing more unrestricted funding to implement digital infrastructure. https://www.tagtech.org/news/521162/TAG-Launches-Digital-Infrastructure-Funding-Guide-with-NetHope-NTEN-TechSoup.htm

Or working with fundraising nonprofits themselves to share data so employees donating to a colleague’s Team In Training (just as an example) page can show up properly

@Sam - great share. Thank you!

And we need to talk about how much of the funding sent to nonprofits is being wasted because of the for profit inefficiencies. Kicking the can down the road.

🙌🏼 @Sam

@Anoinette - great question. To further that line of inquiry Are the priorities of the private sector the right priorities for nonprofits? Is the current emphasis on measurement, reporting and annual events a help or hindrance to achieving progress?

Priorities yes @Chris but I’m talking even just trying to get your grant money distributed efficiently and many of the limitations of the platforms are felt on both sides

Are the priorities of the private sector the right priorities for nonprofits? Is the current emphasis on measurement, reporting and annual events a help or hindrance to achieving progress?

@Everyone - don’t be shy. We need your questions, contributions (more links/info) AND contradictions.

Peter the renegade - Love it!

- Every(Re)Action | 88 Percent of Affluent Households Gave in 2020, Social Justice Motivation Grew Slowly- The findings indicate that over half (54.6 percent) of affluent donors are unsure whether their gifts are making their desired impact (Section 8: Affluent Donors’ Beliefs about Societal Impact)

https://www.everyaction.com/blog/everyreaction-affluent-donors-trust-nonprofits-to-create-societal-change/

Getting to the heart of it 🤝 @Peter

This is the source report from Bank of America which has a wealth of insights (https://scholarworks.iupui.edu/bitstream/handle/1805/26654/bank-america-sept21.pdf)

Employee as the navigator 🙌🏼

If you want to understand the systemic biases of any technology platform just follow the money. The Iron Law of Optimization is that all technology systems are optimized to serve the interests of those paying the bills.

To Natalie’s point: Engaging employees in citizenship as the primary actor allows them to play three critical roles inauthenticating and legitimizing corporate community investment efforts. First, employees authenticatethe CSR program based on their own experiences and knowledge.

Second,Transformative employee engagement opens the door to collective action at scale when addressing socialand environmental issues. According to research, at least “25% of people need to take a stand before largescalesocial change occurs. This idea of a social tipping point applies to standards in the workplace, andany type of movement or initiative”38.

Finally, employees become effective channels through which tocommunicate complex ideas across networks of both weak and strong ties in the workplace and in theircommunities.

@Greg - great observation re: Law of Optimization.

The Iron Law explains why employees and nonprofits are so often underserved by systems that in theory have been designed to serve them.

Interesting insight: We’ve learned from our network effect that volunteers are twice as likely as non-volunteers to make a donation.

This is for the for profits - what are you doing to find nonprofits your employees are serving if they aren’t recording those hours $ in your system? Do you use your match requests as a point of discovery?

@Faisal - HEY brother!

+1 @Natalie

🙌🏼 @Peter small community nonprofits are who saved us all during COVID

Hi Chris! Very excited to engage, though sorry to be late.

Thank you so much for this. It was very informative. Need to run now its getting late here

Silvia Brasil the platforms are excellent and facilitating the management of volunteers, but challenge1: volunteers are too lazy to feed data, assessments, they need a manager to do this. Challenge 2: We have NGOs with a significant number of volunteers, but the price of maintaining the platforms is very expensive and becomes unfeasible for them.

Thank you Natalie, Steve and Peter! Such a great convo.

Super insightful! Thank you so much for sharing your perspectives, Steve, Natalie and Peter.

Thank you all!

Incredible comments section! This panel could’ve been populated many times over

+1 Steve 💯

👏🏻 thanks for keeping the focus on how we in power should and MUST do better!

+1 Antoinette

Of course, Chris!

👍 @Sophia look forward to seeing how we can support your project

Here is the Better Giving Studio website and you can sign up for the newsletter at the bottom: https://www.bettergivingstudio.com/

@chris the solution won’t be a new digital service that’s captures all the world nonprofit data, the solution will be greater interoperability across the systems nonprofits are already using

Ditto to Greg there

No….

Woo hoo 🥂 cheers to Greg !

Interestingly, although very few employees reported trying virtual volunteering, only 3 out of 4 employees rated virtual volunteering at an event or on a project as good or very good.

When asked about how technology helped support activities during COVID-19, over half of respondents used platforms to curate volunteering opportunities, ~40% said they used their platform to facilitate volunteering events, and close to 50% used it to allow employees to create volunteering events.

According to the recent IAVE report: LEADERSHIP FOR VOLUNTEERING: THE COVID-19 EXPERIENCE ”two-thirds (64%) of the survey respondents who said that ‘volunteers of the future will increasingly be online and virtual’.

https://volunteer.ca/vdemo/ResearchAndResources_DOCS/Vol%20Lens%202020%20Survey%20Results/Vol%20Lens%20of%20COVID%2019%20Fall%202020%20Survey%20EN.pdf

Correct link https://leadership4vol.iave.org/

I keep hearing “We need more volunteer opportunities that are not human to human but solution and team collaboration projects

Our YTD 2021 data is showing that there is a growing acceptance and love for virtual volunteering for TEAM PROJECTS. We have clients who are now starting to go back to in-person team projects…BUT…they are also maintaining virtual team projects as well because their employees like it. To the point of this discussion, the hybrid model is here to stay.

@Sophie - that was a call out to you :)

great point Greg

Great point Greg

This tracks with my experience Greg!

I agree Brian definitely not going away - seniors are too volunteers and they enjoy virtually now too

@Chris - I caught that - thanks! All - Hyperlocal volunteering was the other focus of our recent Better Giving Studio CoLab Sprints (in addition to Equitable Curation)

wink

Ben, Greg - amazing chat! Thanks so much for sharing your insights.

Bravo Ben, Greg and Chris

For more info on virtual volunteering see:

Join us Dec. 8 https://www.eventbrite.com/e/208581872997

The Impact of COVID-19 on volunteering…https://info.volunteermatch.org/covid-19-resource-hub

Thanks to those who provided funding and volunteer time to make the report possible. And thanks to the RW folks for pulling together such an amazing community of CR pros.

We echo your thanks, Peter! We really appreciate your support and partnership.

Super appreciate all the attendance, support, and engagement today! Thanks, partners and friends!

Thank you!! Great information and discussion today!

Thanks so much! great content and insights.

Thank you

https://www.rw.institute/the-corporate-volunteering-giving-and-grants-technology-review

Thank you!

Great jobs guys! excellent conversation. see you all soon.

Thank you all so much! So insightful!

Thanks! This was such a great session!

Thank you!

Congrats on the Review, Chris, Angela, Dana and team. Fantastic info!

Thanks Chris!

Great report. Very happy to participate this year. Thanks everyone :)

Thank you all so much! So happy to see so many folks working on these challenges!

Thanks so much, Chris and team!