Opening Remarks / System Overview

Is this your first time to San Francisco?

1 2

84%

16%

1. Yes2. No

How many years have you been in the corporate contributions profession? (Range)

17%

27%24%

19%

13%

1 2 3 4 5

1. 0-2 Years2. 3-5 Years3. 6-10 Years4. 11-15 Years5. 15+ Years

What department does your area report into?

1 2 3 4 5 6 7 8 9 10

6%

4%

12%

4%

10%

1%

4%

22%

20%

16%

1. Human Resources2. Legal3. Chief Executive Officer4. Community Relations5. Corporate Social Responsibility6. Corporate/Public Affairs7. Communication/PR8. Marketing9. Government Affairs10. Other

How long have you been involved with ACCP(or formerly Contributions Academy)?

42%

26%

22%1%8%

1 2 3 4 5

1. 0-2 Years2. 3-5 Years3. 6-10 Years4. 11-15 Years5. I don’t know, it’s all

been a blure

Select the overriding reason that you decided to attend this year’s Conference:

1 2 3 4 5 6 7

1%3%

4%3%

26%27%

36%1. Get away from the kids2. Get away from the spouse3. Golf Outing/Nature Walk4. Discuss best practices in

corporate philanthropy/CSR

5. Network with my peers6. See Mark and Melinda7. San Francisco Cuisine

Philanthropy in a Changing Economy

Select a response that best describes the impact of the economic downturn on your company’s operations.

1 2 3 4 5 6

1%5%

0%

34%

55%

5%

1. Substantially positive

2. Slightly positive3. No impact4. Slightly negative5. Substantially

negative6. I don’t know

Select a response that accurately reflects changes you anticipate in overall giving by your company in 2009?

1 2 3 4

9%

2%

58%

32%

1. Increase2. No Change3. Decrease4. I Don’t Know

If making changes to giving, what program areas do you anticipate adjusting to meet spending targets?

1 2 3 4 5 6 7 8

7%6%

16%

14%

7%6%

3%

42%

1. Matching Gifts2. Federated Campaigns3. Foundation Grants4. Corporate Fund5. Product Giving6. Volunteerism7. Cause-related marketing8. Other

33% 16% 8% 50%

0%16% 4%0%

0%4%8%0%

0%4%4%0%

50% 32% 48% 50%

17% 16% 15%0%

0%8%6%0%

0%4%8%0%

0% 20% 40% 60% 80% 100% 120% 140% 160% 180% 200%

Other

Cause-related mark...

Volunteerism

Product Giving

Corporate Fund

Foundation Grants

Federated Campaigns

Matching Gifts

If making changes to giving, what program areas do you anticipate adjusting to meet spending targ...

Increase No Change Decrease I Don’t Know

In your opinion, how closely are your strategic contributions activities linked to your company’s business imperatives?

1 2 3

57%

8%

35%

1. Significantly aligned2. Moderately aligned3. Not at all aligned

Skills Based Volunteerism

Does your company invest in skills-based volunteerism?

1 2 3 4 5

9%

31%

4%

23%

33%1. Never2. Rarely3. Sometimes4. Often 5. Always

Does your company invest in pro bono services?

1 2 3 4 5

23%

47%

3%

13%15%

1. Never2. Rarely3. Sometimes4. Often 5. Always

What is the most essential element to driving a successful skills-based volunteer program?

1 2 3 4 5 6

62%

5%

10%

18%

2%3%

1. Executive buy-in2. Offering professional

services3. High-skill workforce4. Wiling and able nonprofit

partners5. Organizational culture6. Ability to assess &

inventory your company’s human capital

Assuming equal market value, which of the following do you think most effectively helps your grantees achieve their goals?

1 2 3

71%

26%

3%

1. Financial donations2. Traditional hands-on

volunteerism (i.e. painting, service events)

3. Skilled volunteer support (i.e. pro bono, lending technical skills)

Please indicate your agreement with the following: “Our employees’ business skills and knowledge would be valuable to nonprofits that are facing business/organizational challenges.”

1 2 3 4 5

73%

21%

1%1%4%

1. Strongly agree2. Somewhat agree3. Neither agree nor

disagree4. Somewhat disagree5. Strongly disagree

When you think of Target, what potential pro bono services come to mind?

1 2 3 4 5

61%

31%

5%1%1%

1. Marketing/ Advertising

2. Supply Chain/ Logistics

3. Construction4. Law Enforcement5. Technology

When companies provide pro bono services, should they also be required to make financial and/or product

donations to the same organization?

10

1 2

0%0%

1. Yes2. No

Are you responsible for managing your company’s volunteer program?

1 2

36%

64%1. Yes2. No

Where do you see the greatest opportunity for pro bono services that your company can offer nonprofits?

1 2 3 4 5 6 7

7%

2%

11%

44%

15%

5%

15%

1. Marketing2. Governance3. Finance/ Accounting4. Leadership/ Professional

development5. Legal6. Specialized Product/

Service Capacity Building7. Other

Based on what you heard today, do you see the opportunity to pursue pro bono for skills-based volunteerism as part of your

giving strategy?

1 2

17%

83%1. Yes2. No

Investing in Education

Why does your company support education?

1 2 3 4 5 6

37%

9%

22%

12%

7%

13%

1. Invest in future employees2. Aligns with customer’s

philanthropic interests3. Community expectations4. Legacy program5. Focus area driven by

senior management6. Education closely linked to

your company’s products/services

In your opinion, what single most effective tactic businesses can implement to improve

educational performance?

1 2 3 4 5 6 7 8

36%

11%

1%

16%

8%

5%

21%

3%

1. Invest in teachers2. Advocacy3. Fund research4. Support capital projects5. Provide mentoring

opportunities6. Public awareness7. Adopt a school8. I don’t know

How many students drop out of high school every school day?

1 2 3

7%

54%

39%

1. 1,0002. 3,0003. 7,000

How do our 15 year-olds rank in math compared to students in other developed countries?

1 2 3

0%

81%

19%

1. 1st

2. 8th

3. 23rd

American Red Cross – Charting a New Course

Select the most heavily weighted factor that determines your company’s participation in a disaster event response.

1. A pre-determined plan guides funding levels/resource allocation

2. National or local media attention

3. Operations located in impacted area(s)

4. Internal pressure from employees and/or senior management

5. Peer company involvement6. Availability of financial or

product resources

Do you have a formalized review process for responding to disasters?

1 2

0%0%

1. Yes2. No 10

Do you budget resources to support disaster relief?

1 2

0%0%

1. Yes2. No 10

How do you finance disaster relief?

1 2 3 4 5 6

0% 0% 0%0%0%0%

1. Designated funds2. Using non-designated funds3. Transfer funds from other

designated programs4. Activate an employee matching

gift program5. Initiate a consumer

engagement or cause marketing campaign

6. Do not support disaster relief

10

In light of the economic crisis, rate your concern regarding our nation’s ability to respond to major

disasters in 2009.

1 2 3 4 5

0% 0% 0%0%0%

1. Extremely concerned2. Very concerned3. Somewhat concerned4. Not at all concerned

(confident)5. Very confident

10

Closing Remarks

How would you describe the economic outlook for your company in 2010?

1 2 3 4 5

0% 0% 0%0%0%

1. Very positive2. Positive3. No change4. Negative5. Very negative

10

How optimistic are you about meeting social demands in 2010?

1 2 3 4 5

0% 0% 0%0%0%

1. Very positive2. Positive3. No change4. Negative5. Very negative

10

Delegate Assembly

Motion: To accept language as proposed to revise ACCP By-Laws to expand board term from three (3) to four (4) years and increase board

size to twenty (20) directors effective immediately.

1 2

0%0%

1. Yes2. No 10