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•Employee Population: 40,000

•International Presence: 100 countries/100 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-education-microfinance-water/sanitation-disaster response-child advocacy

•Culture: Divided between 5 major sector lines of intervention and across multiple international geographies

JPMorgan Chase•Employee Population: 290,000

•International Presence: 40 Countries

•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

• JPMorgan Chase regional business expansion

• Shared solutions

• Collaboration and cultural sharing

• Senior level involvement

• Continued dialogue

• Excellence in delivery

• Partnership Expansion

• Shared networks of value for both groups

• Demand for innovation and employee participation

• Opportunity for education of employees

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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