新冠病毒全球大流行对慈善机构的影响（英文版）.pdf

THE VOICE OF CORPORATE PHILANTHROPY IN RESPONSE TO COVID-19 WORLDWIDE Volume 4CAF America Survey, Volume 4 | cafamerica PAGE 2 ABOUT THIS REPORT In its fourth COVID-19 survey, conducted from June 25 to July 10, CAF America, in partnership with CyberGrants and The Association of Corporate Citizenship Professionals (ACCP), captured the voices of 73 corporations and corporate foundations that shared the impact of the pandemic on their philanthropic giving. Since March, when the pandemic was first acknowledged as a global crisis, CAF America published a series of monthly reports to tell the story of the unfolding trends and the challenges of charitable organizations facing COVID-19 worldwide. Aggregating survey responses from over 1,700 organizations, a bleak picture has come into focus the majority are negatively impacted by the pandemic and when asked about their ability to persevere, one-third of the respondents shared they are likely to be “forced to close down in the next 12 months if the situation remains unchanged.” With such dramatic and widespread implications for the nonprofit sector, the corporate donor perspective is of critical value to inform the global response. We are at an inflection point. This report provides insight into corporate philanthropic efforts since the pandemic began. The experiences of the past few months enable donors to consider how actions taken to support the resilience of communities in need have fared, and how this knowledge can help the global community navigate the best path forward. About the Respondents The 73 respondents represent a diverse cross-section of corporations in the private sector. Ranging from Fortune 500 and Fortune 100 companies to small and medium-sized enterprises (SMEs) to the respondent sample comprises all major industries. For the purposes of this report, there is no distinction in funding source, whether giving came from the corporate foundation, the corporate social responsibility department, the business units, or elsewhere. Industry Annual Revenue $0-25 Billion $25-75 Billion $75+ Billion 74.63% 11.94% 13.43% 6.17% PROFESSIONAL & SCIENTIFIC SERVICES 8.64% FOOD & ACCOMMODATION SERVICES 19.75% FINANCIAL 22.22% TECHNOLOGY 8.64% ENERGY & UTILITIES 12.35% HEALTHCARE 17.28% MANUFACTURING & RETAIL 4.94% OTHERCAF America Survey, Volume 4 | cafamerica PAGE 3 With all but one survey respondent allocating some or all charitable giving to domestic nonprofits, the geographic distribution of giving covers all 50 states and Puerto Rico. Several respondents provide funding across multiple states. Giving to issue areas is evenly spread across the major categories of need presented to respondents, with a significant number of respondents highlighting other areas of aid including support for veterans, financial literacy, and social justice. Issues Supported Health and Well-Being (SDG 3, 6) Disaster Relief (SDG 17) Education (SDG 4) Workforce Development (SDG 8, 10) Food Security / Agriculture (SDG 1, 2) Reduce Inequality (SDG 5, 10, 16) Community Revitalization (SDG 11, 12) Environment (SDG 7, 13, 14, 15) Other 71.01%66.67%72.46%44.93%68.12%49.28%53.62%26.09%20.29% GIVING COVERAGE | DOMESTIC Recent Funding (past three months) 98.61% CORPORATIONS SUPPORTED US-BASED CHARITABLE ORGANIZATIONS 0 - 5 Grantees 6 - 10 Grantees 11 - 20 Grantees 20 - 30 Grantees Above 30 GranteesPuerto Rico United Nations Sustainable Development Goals (SDGs)CAF America Survey, Volume 4 | cafamerica PAGE 4 GIVING COVERAGE | INTERNATIONAL Nearly 60% of the surveyed corporations are giving internationally, with grantees spanning 93 countries. Closely aligned with their offices around the world, companies often provide philanthropic support to the local communities where their employees live and work. In terms of issue area, the four highest needs addressed were in disaster relief (72%), health (69%), food security (62%), and education (51%). Issues Supported Health and Well-Being (SDG 3, 6) Disaster Relief (SDG 17) Education (SDG 4) Workforce Development (SDG 8, 10) Food Security / Agriculture (SDG 1, 2) Reduce Inequality (SDG 5, 10, 16) Community Revitalization (SDG 11, 12) Environment (SDG 7, 13, 14, 15) Other 69.23%51.28%61.54%30.77%71.79%25.64%30.77%28.21%10.26% Recent Funding (past three months) 58.90% CORPORATIONS SUPPORTED CHARITABLE ORGANIZATIONS WORLDWIDE Corporations provided funding to grantees in 93 countries in the past three months. 0 Grantees1 - 5 Grantees 6 - 10 Grantees 11 - 20 Grantees United Nations Sustainable Development Goals (SDGs)CAF America Survey, Volume 4 | cafamerica PAGE 5 8.45% As companies respond to the emergent needs of their existing and new grantees engaged in COVID-19 related relief efforts and beyond, there is a notable shift toward expanded giving. PHILANTHROPIC RESPONSE | FUNDING During the past three months, how has your charitable giving budget changed (in comparison to prior year)? (N=71) Corporations are doing more to support in this time of need, with 72% of the respondents increasing their contributions to charities. Although the global coronavirus pandemic is predicted to impact all sectors, 20% of the corporations surveyed have been able to maintain their philanthropic budgets. Others, representing 8% of the respondents, had to decrease their charitable giving. A more granular look reveals that one-quarter of the corporations surveyed are giving 10-25% more, and over 12% are giving over 50% more. 71.84% CORPORATIONS INCREASED THEIR GIVING 21.13% 12.68% 25.35% 12.68% 19.72% 71.84% DECREASED INCREASED SAMEOVER 50% 25%-50% 10%-25% 1%-10% 1.41% decreased budget by 1%-10% 5.63% decreased budget by 10%-25% 1.41% decreased budget by over 50%CAF America Survey, Volume 4 | cafamerica PAGE 6 Has your giving strategy shifted in the past three months? (N=71) STRATEGY SHIFT GRANTS Decreased number of grants 5.63% Increased number of grants 43.66% EMPLOYEE ROLE Increased employee engagement in determining strategy 32.39% Decreased employee engagement in determining strategy 2.82% ISSUE AREA Narrower issue area focus 18.31% Broader issue area focus 30.99% GLOBAL FOCUS Broader geographic focus (domestic or international) 16.90% Narrower geographic focus (more localized giving) 8.45% FUNDING Provided immediate relief funding 77.46% Provided regular project funding 46.48% GRANTEES Funded new grantees 52.11% Canceled funding to some existing grantees 5.63% PHILANTHROPIC RESPONSE | STRATEGY Corporations are demonstrating agility and proactive responsiveness as they work to adjust to a new economic landscape for all stakeholders, including beneficiaries of their charitable giving. Recent trends show corporations increasingly aligning philanthropy with their core purpose. As a result of the pandemic, companies have broadened their philanthropic strategy. Respondents noted an array of changes from immediate relief funding, to greater engagement of employees in determining giving approaches, to tactical shifts in giving based on geography or issue area. 43.66% INCREASED THEIR NUMBER OF GRANTS 4.23% had no shift in their giving strategyCAF America Survey, Volume 4 | cafamerica PAGE 7 PHILANTHROPIC RESPONSE | FLEXIBILITY Have you offered greater flexibility to your existing grantees? (N=72) Companies are demonstrating their flexibility to grantee needs during the pandemic, with 65% offering to change grant purposes to redirect funds to the most immediate needs and 54% offering grant extensions. Among other ways in which donors are helping to ease the burden on their grantees is by offering to fund overhead costs (49%) or directly asking grantees about their greatest needs at this time (46%). 45.83% 54.17% 9.72% 65.28% 26.39% 48.83% GRANT EXTENSIONS (more time to implement current projects, to expend the grant funds, or postpone reporting) OPERATIONAL FUNDING (allowing the use of funds for salaries, rent, utilities, technology, etc.) CHANGE OF GRANT PURPOSE (redirect funds to other or new projects) NEED-BASED FUNDING (we asked about and provided funding for our grantees most urgent needs) MODIFIED APPLICATION REQUIREMENTS (to make the process simpler and more efficient) NO FLEXIBILITY (offered or requested)CAF America Survey, Volume 4 | cafamerica PAGE 8 What barriers have you encountered to your charitable giving in the past three months? (N=70) 27.14% TRANSFERRING FUNDS TO GRANTEES (timeliness, logistics, etc.) 20.00% IDENTIFYING NEW GRANTEE PARTNERS 37.14% GRANTEES ARE UNABLE TO PERFORM THEIR WORK (were forced to suspend programs or operation) 10.00% GRANTEES DO NOT HAVE THE CAPACITY TO COMPLETE APPLICATION REQUIREMENTS 30.00% ENCOUNTERED NO BARRIERS TO GIVING 24.29% CONDUCTING DUE DILIGENCE IN A TIMELY MANNER (to establish eligibility to receive funding) 37.14% CORPORATIONS FOUND GRANTEES ARE UNABLE TO PERFORM THEIR WORK PHILANTHROPIC RESPONSE | CHALLENGES Many respondents report having faced some form of obstacle in providing expedited support. The most common challenge was the grantees inability to perform the funded work given current conditions (37%). Identifying new grantee organizations and completing the necessary due diligence has also been more difficult due to the impact of the pandemic. In addition, corporations encountered some barriers to providing financial support with 27% of respondents indicating challenges with transferring funds. CAF America Survey, Volume 4 | cafamerica PAGE 9 FUTURE OUTLOOK | FUNDING What is your current capacity to give? (N=70) As of mid-July, 85.72% of corporations surveyed continue to provide financial support with 52.86% having further funding to allocate to charitable organizations and 33.86% still able to provide pre-approved grants. The global community has witnessed an unparalleled effort among corporations to assist and accommodate grantees. Corporate philanthropy continues to address critical needs and remains committed to providing sustained funding. Demonstrating corporate purpose has become a powerful driver in aligning business and social goals, and the current crisis serves as a catalyst for ongoing support at a time of urgent need. CORPORATIONS HAVE FUNDING AVAILABLE TO ALLOCATE 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0 $ $ $ 52.86% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0 CORPORATIONS CONTINUE PRE-APPROVED GIVING, NEW OR ADDITIONAL FUNDS ARE NO LONGER AVAILABLE $ $ $ $ $ 32.86% 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0 CORPORATIONS HAVE EXCEEDED THEIR GIVING BUDGET FOR THE YEAR 7.14% 85.72% CORPORATIONS CONTINUE TO PROVIDE FUNDING A more detailed look reveals 7.14% have exceeded their giving budgets for the year, indicating a strong show of support from corporate donors. The remaining 7% of respondents shared details about their efforts to secure additional funding, including restructuring budget allocations and appealing to the board for approval of new funds, among others. 7.14% of respondents are uncertain of their plans at this timeCAF America Survey, Volume 4 | cafamerica PAGE 10 FUTURE OUTLOOK | FUNDING Over 65% of the companies featured in this report expect to maintain current levels of funding or increase their giving budgets in the next fiscal year. What impact on your giving budget do you anticipate the crisis to have next fiscal year? (N=70) SIGNIFICANT DECREASE SLIGHT INCREASE SLIGHT DECREASE SIGNIFICANT INCREASE 1.43% REMAIN THE SAME 47.14% 17.14% 20.00% 4.29% 2 3 1 4 ANTICIPATE MAINTAINING CURRENT LEVELS OF GIVING OR INCREASING THEIR FUNDING ANTICIPATE DECREASING THEIR FUNDING IN THE NEXT FISCAL YEAR While the full repercussions of the pandemic are yet to be understood, corporations have been forced to consider its likely impact on their philanthropic strategy. Amid widespread uncertainty, less than 25% believe their funding will decrease while the remaining 10% are unable to make an informed prediction. The findings suggest a strong sense of corporate responsibility to address societal challenges and support communities in need.CAF America Survey, Volume 4 | cafamerica PAGE 11 FUTURE OUTLOOK | STRATEGY Do you foresee any permanent changes to your annual grantmaking strategy based on this experience? (N=70) The pandemics systemic shock has created a new reality that challenges corporations to examine long-term policy changes. Among the leading permanent changes considered by respondents, 43% intend to revise their disaster relief strategy while 26% intend to expand their employee engagement programming. Corporations are also considering a more intentional focus on applying a racial equity and social justice lens to their corporate philanthropy as they develop their future strategy. Provide grants for operational expenses in addition to project funding Revise disaster relief strategy (short-term and long-term giving strategies) Invest in employee emergency and hardship relief funds Expand giving geography (greater focus on international giving) Narrow giving geography (more concentrated giving) Cancel or reduce employee engagement programs Expand or increase employee engagement programs No foreseen changes 31.43% 25.71% 4.29% 4.29% 15.71% 17.14% 11.43% 42.86%CAF America Survey, Volume 4 | cafamerica PAGE 12 Based on your knowledge of the current philanthropic landscape, how long can charities persevere under the current conditions? (N=62) Based on their knowledge of the financial health of domestic and foreign charities, the corporations featured in this report predicted how long charities can persevere under the current conditions. The response puts the urgency for sustained support into sharp focus as the majority of respondents predict some charities have up to a 12-month cushion before being forced to close down. 11.29% of corporate respondents predict that charities will be able to remain open as long as needed. 1 3 1 3 1 3 WILL BE FORCED TO CLOSE DOWN WITHIN 12 MONTHS DONT KNOW HOW LONG THEY CAN REMAIN OPEN WILL BE ABLE TO REMAIN OPEN Two thirds of charities responding to our survey for The Voice of Charities Facing COVID-19 Worldwide, Volume 3 in June felt that they are running out of time. Of organizations that share this outlook, one third expect to close down within the next 12 months if the situation remains unchanged. *Data from The Voice of Charities Facing COVID-19 Worldwide, Volume 3 report published in June. Corporations are well aware that charities in the United States and around the world are fighting against the clock to maintain financial sustainability. FUTURE OUTLOOK | RESILIENCE 3 MONTHS 6 MONTHS 12 MONTHS 4.84% CORPORATES 50.00% CORPORATES 33.87% CORPORATES PREDICT SOME CHARITIES WILL BE FORCED TO CLOSE IN SOME CHARITIES WILL BE FORCED TO CLOSE