What are the Tax Implications for Corporate Giving?

Other Justifications for Roberts & Roberts

Professional development vs. basic administration

Conferences, workshops and membership in grantmaking organizations are the most common ways that giving professionals stay on top of current trends in the field and share best practices with their colleagues. As administrative budgets are cut across companies, the costs of these professional development efforts will be weighed against technology upgrades, travel for site visits and even staffing levels, and anything that looks like “fat” will quickly be cut.

Marketing vs. philanthropy

Constraints on resources across the company will mean pressure to maximize every dollar spent. Under such circumstances, giving dollars are often viewed as “found money” by managers in other areas, particularly sales or marketing, who will try and stretch these dollars to serve their own purposes - a grant to a university in order to cement a sourcing agreement, for example, or a grant to the favorite charity of a celebrity spokesperson that falls outside the company’s giving focus. Giving managers will have to push back hard in many of these cases, or find ways to make grants that can help meet other corporate goals but still stay true to the giving mission.

Why Choose Roberts & Associates

As a small consulting firm, we bring a level of expertise and knowledge to the grant writing experience however we remain personally involved with each client, providing individualized attention to each agency’s unique funding opportunities.   Roberts & Associates possess the skills, temperance and vibrancy necessary to work with nonprofit organizations and government entities,, understanding the frustration and anxiety many organizations encounter as they prepare proposals for funding competitions.  Strengths include:

a) Federal Grant Writing Overview

Overview of the Federal Grant Writing Process

b) Budget –Carrie

SF 424 forms, match and other federal budgeting procedures

c) Logic Modeling & Theories of Change

Developing Logic Models & Utilizing theories of change while completing proposals
d) Research & Resources

e) Evaluation

Process and product evaluation

f) Collaboration –

How to develop a regional approach—integrating services and creating meaningful collaborations

i) Program Planning & Design -

How to develop program infrastructure to respond appropriately to calls for proposals.
ii) Faith Based Federal Grants

How Faith Based organizations approach, implement and evaluate federal grants.

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CHARITABLE CONTRIBUTIONS PROFILE

•  Do you have charitable organizations that you currently support on an annual basis?
•  What are your values?  What principles are running your business?
•  What charitable interests have your pursued as an outgrowth of your values?
•  What has been the most satisfying charitable gift that you have made? Why?
•  What role has philanthropy played in your organization?
•  What core values would you like to express through your giving?  What do you stand for?
•  When you think about challenges facing our region, what are your major concerns?
•  Are any of these concerns the focus of your giving? Should they be?
•  What would you like to accomplish with your giving?  What do you think is possible?

  • Who are the decision makers in the organization?
  • Who from the organization has the historical perspective to provide helpful information?
  • What is your time frame?
  • What resources (people and money) are you committing to this project?
    • How would you like to be acknowledged for your giving?
    • Do you have any set contributions policies?
  • Do you have a contributions committee formed?  If not, do you see this an important piece of the philanthropic process.
    • Geographic preferences for giving