Deepening Partnerships with Nonprofits for Win/Win Outcomes Michael Carren, Director Employee Engagement and Volunteerism JPMorgan Chase Jeff Eichenlaub, Director Global Corporate Partnerships World Vision Charities at Work Conference 2012 World Vision and JPMorgan Chase – A Shared Value Partnership World Vision JPMorgan Chase •Employee Population: 40,000 •Employee Population: 290,000 •International Presence: 100 countries/100 •International Presence: 40 Countries million lives •Domestic Presence: program sites 14 states, regional offices offer nationwide coverage Brand Positioning: Conservative, trustworthy, accountable to donors, integrity of mission to ground action, leadership in market, •Areas of Operational Excellence: holistic community development-educationmicrofinance-water/sanitation-disaster response-child advocacy •Culture: Divided between 5 major sector lines of intervention and across multiple international geographies •Domestic Presence: 43 States •Brand Positioning: Solid, consistent, trustworthy, oriented to customer and market realities, leadership and innovation •Areas of Operational Excellence: Consumer and Commercial Banking Solutions and Customer Service; Personalized Investor Services; Corporate Clearing, Mergers and Acquisitions •Culture: Divided between six major lines of business and across multiple international geographies <<LOGO>> Partnership Origins: Learning, Testing and Growth • Crisis response, an area of shared concern and attention to both parties brought us together • Haiti 2010 1 • JPMorgan Chase regional business expansion • Shared solutions • 2 Collaboration and cultural sharing • Senior level involvement 3 • Continued dialogue • Excellence in delivery • 4 Partnership Expansion • Shared networks of value for both groups • Demand for innovation and employee participation • Opportunity for education of employees 2 5 Building Common Networks: Providing Solutions and Innovation • Disaster Response Partners • Mico-sites and employee awareness • The Philippines, Japan and Haiti Follow Up • Mobilizing with energy • Cultural Commonalities • Business model • Global reach with local focus • Ability to customize and respond quickly - Tuscaloosa • Shared cultural leverage – massive network • Mode of Operations • Logistics savvy • Delivery orientation • Added value • • • • Volunteer Market Expansion and new choices Intern and Analyst programming – innovation in the workplace Senior leadership exposure and action Client and customer outreach • TEXPO • Appalachian Outreach and business expansion • Miami follow up Partnership Foundations, Growth and Relationship Management • Common business functions • Global cash clearing and treasury management services • Leadership involvement • Common communication and story telling goals and realities • Magazine articles and case studies • Tuscaloosa follow up • Boyle Heights and Wiil.I.Am • Best practice sharing at professional conferences • Ensuring employee education, understanding and support • Internal and external leverage • Annual reports • Development assistance • Shared Accountability • Honesty • You get what you pay for, no matter who is paying • Measured and consistent impact for business and social goals • Staying true to our missions