Generating Social Capital

1
Generating Social Capital

• Family and Small Businesses
• Engaging in Social Change

2
Public
Private
Charitable
3
Building a Business
Your Family/ Your Board
Your Community
Your Values Your Product Your Offering
Your Clients
You/Your Employees
Your Vendors
4
Where Business Philanthropy Meet
5
The Business of Philanthropy
Generating Social Capital
Realizing Value
Strategic Philanthropic Plan
Enhancing Value/Creating Value
Social Return on Investment Audit
Measuring Value
Howard Johnson Corporate Valuation
6
An Investment in Community

• Gaining new clients shoring up market
• Improving brand recognition
• Retaining current customers
• Attracting retaining innovative personnel
• License to operate
• Leaving a legacy for your children
• Diversification/ Adaptation/Growth
• Companies generate social capital primarily
  because of their philanthropic commitment to
  communities

7
Setting the Plan

• What is my purpose for engaging in community?
• How much time should I commit to this endeavour?
• Who can I enlist to help?
• How do I ensure that I see a return on my
  investment?

8
Identifying Values

• Questions to ask
• What are your reasons for making an investment in
  community?
• Is it your affinity towards the organization?
• Perhaps it is the person who is asking you for
  the donation?
• Did you volunteer your time with them at some
  point?
• Did you seek their services and this is a way of
  "paying back"?

9
Your Household Questions

• Who lives in your home?
• What are your family connections?  How have you
  defined family?
• Think about everyone in your home (including your
  pet!) - Does your current giving reflect them?
• Is your family in the same city as you?  Is where
  you reside, the same place as where you call
  home?  Does your current giving reflect this
  geographical distinction?

10
Your Community Questions

• What does your community look like?
• Is it religiously or ethnically based?
• How do political parties play into your
  charitable giving?   
• Are your donations in conflict with each other? 
• How does community philanthropy rank in relation
  to family philanthropy?
• Has direct interaction with a community agency
  influenced your philanthropic priorities?

11
Global Connections

• In what way do you actively participate with the
  global community?
• What are your consumer choices? 
• Do you travel?  How do you travel?
• Do you engage in cultural exchanges?

12
Role Models and Resources

• Ryan Gill, CEO Suitcase Interactive
  www.thinksuitcase.com
• Purdys Chocolates
• Asper Foundation
• Wexner Foundation (USA)
• Karen Sherbut, CEO Safe Haven Foundation
  www.newsafehaven.com

• Alberta Business Family Institute www.abfi.com
• Scott Fithian, Values Based Estate Planning
• Canadian Association for Family Enterprise
  www.cafe.org
• R. Ottinger, Beyond Success