CSI Handbook 18Th Edition

the 2015 CSI handbook 18th edition

Supporting better business 5001872E Eskom DF M&G Combo Portrait FA.pdf 1 9/30/15 4:29 PM

the 2015 CSI handbook 18th edition

The authoritative guide to corporate social investment in South Africa Published in Cape Town, South Africa November 2015

by Trialogue All rights reserved. The material in this publication may not be reproduced, stored or transmitted, in any form or by any means, without the prior permission of the copyright holder. Any information from The Trialogue CSI Handbook used in other sources must fully and accurately reference the publisher and the title of the Handbook. In some cases, copyright of photographs resides with the photographer. The Trialogue CSI Handbook team

the publisher Publishers Cathy Duff, Nick Rockey Managing editor Rose Cohen Copy editor Liz Mackenzie Research and analysis Susie Boshoff, Sandra Makuchete, Hilda Mapungwana, Damian Watson Writers Denise Archer, Erika Bornman, Susie Boshoff, Rose Cohen, Zyaan Davids, Georgina Guedes, Sophie Hobbs, Erica Kleine, Sandra Makuchete, Hilda Mapungwana, Olga Meshoe, Tamara Oberholster, Shona Young Photographer Max Bastard: African Eyes Photography Proofreading Margy Beves-Gibson, Heather de Wet, Liz Mackenzie Advertising sales Karen Petersen Production Gillian Mitri Production administration Mahlo Maku, Kwanele Magwaca, Vanessa Sampson Market research Janice Lee and Associates Design and DTP Solo Graphics Printing Paarl Media, Cape Town The Trialogue CSI Handbook 2015, 18th edition ISBN No: 978-0-9921777-3-7

Cape Town Johannesburg Although great care has Block M 1st Floor, Unit F6 been taken to ensure that Greenford Office Estate 26 Baker Street all information contained Punters Way Rosebank in this publication is as trialogue accurate and complete Kenilworth Johannesburg disclaimer Cape Town T 011 026 1308 as possible, Trialogue Education at T 021 671 1640 F 011 447 0276 cannot accept any legal F 021 671 0119 responsibility for the [email protected] information given or the opinions expressed in it. your fingertips www.trialogue.co.za Vodacom.co.za/e-school

Vodacom Foundation

2 The Trialogue CSI handbook 2015 contents Old MutualFoundationAddressing theimpactof povertyandHIVonchildren NPC –InterCementNPCbuildslastingrelationships withcommunities Murray &RobertsContributingtosportsdevelopmentinSouthAfrica Liberty Group Changingrealities change inECD Hollard FoundationKagoYa Bana –significant,sustainable,systemic in theW Growthpoint Properties Growingandenhancingprimaryeducation learners Exxaro Gettingbehindeducationtocreate afuture foritscommunities Edcon W Distell FoundationPartneringwithFASfacts tomentornewparents Barclays AfricaGettingAfrica ReadytoW corporate practice Chapter three Development sectorsupportandspend2015 focus ondevelopment Chapter two A spotlightonCSIinKenya Trends inglobalcorporatephilanthropy CSI expenditure percompany Company andNPOreputations Overview ofkeyfindings the stateofCSI Chapter One Figures andtables About thebook From theeditor Guest foreword NPO research respondents Corporate research respondents Our sponsors Contents The publisher estern Cape estern alking asaferandmore secure withourcommunities lifejourney

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110 86 34 118 126 124 122 121 120 117 115 114 112 18 88 80 74 64 60 36 22 20 16 14 12 4 2 6 Noxolo HlongwaneSupportingfinancialsustainability Shani Kay Marlene Cronje Partneringwithindustryforimpact Achmat Dangor Dr GarthJaphet Ian Ross Gabriella effen Bringingentrepreneurship intotheclassroom Paul DurrantBuildingsustainablecommunities Transnet FoundationBuildingahealthy, safeandeducatednation Tiger BrandsFoundationNourishingyoungmindstowards abrighterfuture Tiger BrandsNurturingminds Telkom FoundationDevelopingteacherstoimproveresults learner development projects Sibanye GoldDeliveringonsocialandlabourplancommunity South AfricanirwaysYouth broadens itshorizonswithSAA Santam Providing opportunitiesforstaff tomakeadifference Royal BafokengHoldingsInvestingincommunities Rand W Rachael Millson Q&A The SustainableDevelopmentGoals Operation PhakisaErikaBornman initiativesaimedatyouth Government Change inthelotterieslandscapeSophieHobbs Approaches toyouthdevelopment Youth interventions overtime Spotlight ontheyouth youth focus Chapter Five Making itdifferent attheTrialogue CSIConference 2015 Skills developmentintheBBBEECodesOlga Meshoe Trialogue CSIForums:theoutcomes Singita SchoolofCooking’s recipe forsuccess Actively encouragingstrategicCSIinSouthAfrica trends andtopicsinCSI Chapter four ater FoundationImproving livingstandards withincommunities Innovative waystoinsuringsocial initiatives Exploring theSustainableDevelopment Goals Evolving from NPOtosocialenterprise The importanceoffundingadvocacy Achieving socialimpactthrough storytelling Inyathelo, GIBSandWoza Moya. – Biowatch,DGMurrayTrust, FriendsinIreland Trust, HeiferInternational, organisations forallowingustheuseoftheirimages,alltakenbyMaxBastard outside KokstadinKwaZulu-Natal.Trialogue wishestorecognise thefollowing features alearnerintheclassroom atThibaneCombinedSchool,PakkiesFarm and humanitarianphotographerbasedinKwaZulu-Natal.Ourcoverimage African-Eyes Photography. Maxisanaward-winning socialdocumentary Our featured photographerforthisyear’s handbookisMaxBastard, On thecover

The rialog ue CSIhandbook 2014 170 148 196 195 180 147 116 144 142 140 138 136 135 134 132 128 194 191 190 188 184 178 172 164 162 156 154 150 69 98 94 72 5 MTN Foundation_trilogue advert_210x297_print.pdf 1 2015/09/30 10:20 AM

Our sincere thanks to the following companies that participated in the 18th edition of The Trialogue CSI Handbook.

our sponsors Accenture – pages 78, 79 ADvTECH Group – pages 182, 183 AngloGold Ashanti – pages 84, 85, 192, 193

Archway Foundation – page 163 Barclays Africa – pages 112, 113 Barloworld – page 13 Y

CMY

Bright Kid Foundation – page 73 Distell Foundation – page 114 Edcon – page 115

Eskom Development Foundation – Exxaro – page 117 Growthpoint Properties – Transforming education with technology ifc, pages 62, 63 pages 118, 119 Seventy percent of MTN SA Foundation’s funding is directed towards using technology to enhance the capacity of teachers and improve the knowledge of learners in our schools. From teacher training programmes, equipping computer laboratories, to connecting learners with disabilities, the MTN SA Foundation believes that technology is education’s greatest enabler!

We could not have achieved this success without the support of our partners.

We invite other likeminded partners to join us as we work together to Hollard – page 120 Implats – page 19 Investec – pages 70, 71 drive sustainable change in South Africa.

For more information visit www.mtn.co.za/mtnfoundation

6 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2014 77 JAM South Africa – page 23 Liberty – pages 77, 121 Magwaza Maphalala Foundation – page 169

Mail & Guardiian – page 153 Make a Difference Foundation – page 181 Mercedes-Benz SA – pages 102, 103

MMI Foundation – pages 107, 108, 109 Mondi – pages 32, 33 MTN SA Foundation – pages 7, 26, 27

Supporting women, youth and children

In 2015, the Rand Water Foundation adopted an additional focus area to its current suite of six focus areas, namely women, youth and children. Murray & Roberts – pages 122, 123 Nadcao – page 93 Nedbank – pages 28, 29, 30, 31, 197 Although women, youth and children were previously supported in many of the Foundation’s developmental programmes, the Foundation formed a stand-alone programme that offers developmental support to these vulnerable groups as per their needs.

The programme focuses on women empowerment for poverty eradication, and creating economic opportunities for women and young people. Nedbank Private Wealth – page 21 NPC – InterCement – pages 124, 125 Old Mutual Foundation – pages 126, 127

People Upliftment Programme – Rand Water Foundation page 189 – pages 9, 128, 129, 130, 131 Redefine Properties – page 17 The Rand Water Foundation – advancing the quality of life of communities.

8 The Trialogue CSI handbook 2015 Samsung Digital Villages

Providing access to world-class, integrated technology solutions for education, healthcare and community development Royal Bafokeng Holdings – pages132, 133 Samsung – page 11 Santam – page 134

Africa is home to seven of the 10 fastest-growing economies in the world. It has a number of strong fundamentals in its favour: sustained macro- economic policies favouring growth, greater economic diversification and a huge wealth of human capital. These factors have helped to ensure an African voice in key international decision-making. In South Africa, we have a robust National Development Plan (NDP), which aims to eliminate poverty and reduce inequality by 2030. Sibanye Gold – pages 136, 137 SAA – page 135 Telkom Foundation – pages 138, 139 According to the plan, South Africa can realise these goals by drawing on the energies of its people, growing an inclusive economy, building capabilities, enhancing the capacity of the State and promoting leadership and partnerships throughout society. Just as the NDP identifies partnerships to be an integral part of the Internet Schools are scaling up across the continent and are now present plan, Samsung believes that it can help South Africa achieve its goals in seven countries across the continent. through various initiatives. Our focus on improving education, healthcare Samsung’s Solar Power Generator eliminates the need for costly non- and rural connectivity in Africa is central to our Corporate Citizenship renewable fuel resources and takes sustainable power to the most remote strategy. regions of Africa. The generator can provide power for up to eight years Samsung Electronics made a commitment to collaborate with Africa without any additional maintenance. It is a reliable power solution with a to determine where its greatest development needs lay, and to harness lifespan of up to 25 years. Tiger Brands – pages 140, 141 Tiger Brands Foundation – pages 142, 143 Transnet Foundation – pages 144, 145, 146 Samsung’s considerable research and development power to help The Samsung Solar Powered Health Centre similarly harnesses meet those needs. So emerged a multifaceted series of Africa-focused solar power to provide professional, qualified medical care to remote programmes and technologies designed in collaboration with Africa’s rural areas. It is intended to eliminate the economic and geographic researchers, businesses, governments and communities, to deliver to the barriers that prevent people across Africa from obtaining quality medical continent solutions that move communities forward. treatment. Designed in collaboration with local communities, the Digital Village concept comprises of solar-powered facilities, including a connected admin centre, which can be configured to serve as the high-tech hub of rural and underserved communities.

Ubuntu Community Chest – page 15 Vodacom Foundation – pages 3, 186, 187 VWSA Foundation – pages 58, 59

Extending the work of the Solar Powered Mobile Health Centre, the Samsung Telemedicine Centre harnesses solar power and VSAT Among them are the Solar Powered Internet School, housed in a 40-foot connectivity. This empowers healthcare workers in remote areas to consult shipping container. Built to withstand harsh African conditions, the solar with expert diagnosticians on patient care using teleconferencing. panels powering the school are made from rubber instead of glass, to In addition to delivering desperately needed services to communities, ensure that they are hardy and durable enough to survive long journeys the Digital Village also delivers Wi-Fi access and power to the broader WESSA – page 99 across the continent. First piloted in South Africa, the Solar Powered community, often for the first time. This access sparks small business development and information-sharing, e-government service delivery and agricultural progress in areas that have been sidelined in the information age for too long. Positioned at the heart of communities, Samsung’s revolutionary Digital Villages build on the African culture of shared ownership, community togetherness and benefits for all; yet they bring with them access to much-needed infrastructure that serves as a catalyst for socio- economic development which ultimately creates a better society for all.

10 The Trialogue CSI handbook 2015 Our sincere thanks to the following companies that participated in Trialogue’s primary research during 2015 for the 18th edition of The Trialogue CSI Handbook.

Ackerman Pick n Pay Foundation Nedbank ACSA Netcare Barloworld’s CSI programmes deliver social value AECI Nike SA The Barloworld Trust is focused on a holistic CSI programme with the Aecom Oceana Group Limited African Bank Development Trust Old Mutual intention of bringing about social change, addressing all the missing links in Afrisam SA Ltd Parmalat SA the education, social innovation and environmental value chain. Afrisun KZN Community Development Peermont Anglo American Chairman’s Fund Petro SA AngloGold Ashanti Pick n Pay Over many years, Barloworld has elected to play a role in society beyond In the education sector, the group’s current focus is on improving Aspen Pharmacare PricewaterhouseCoopers profit and compliance, as evidenced by its efforts over several decades teaching and learning outcomes, particularly in the ECD phase and Astral Foods HO Primedia to contribute to positive social change, create inclusive opportunities in improving results in mathematics, science and languages. Efforts Barloworld Rand Water Foundation and deliver sustainable value for its key stakeholders. to facilitate access to tertiary education are aimed at empowering BMW SA RCL Foods The organisation believes that the very fabric of our society depends individuals, addressing the skills shortage and contributing to country on maintaining amenable and inclusive social compacts, robust competiveness, leading to economic growth and development. Cadiz Foundation Reunert economies and industrial bases from which jobs can be created for Capespan South Africa SABC economic growth and development, to ensure social and economic Barloworld’s partners and beneficiaries Clicks Group Limited SABMiller equality for all, now and into the future. The group encourages active In ECD: Clientele Sanlam Foundation citizenship in its people working around the world, both leaders and ●● Afrika Tikkun Clover Mama Afrika Trust Santam Limited employees; making an effort to inspire in them a sense of responsibility ●● Ikamva Labantu to make a difference in their communities and spheres of influence. Datatec Sappi ●● Ntataise Denel Shell SA Refining CSI strategy and spend Long-term partners in improving learner outcomes:

Deutsche Bank South Africa Sibanye Gold Image supplied courtesy of LEAP Science and Maths Intervention Schools There are many divisional and regional approaches to CSI across the ●● PILO Discovery Spier Farm Barloworld Group engaged with a wide range of philanthropic initiatives, ●● Penreach Whole School Development Programme ●● Thandulwazi Maths and Science Academy Distell Ltd Steinhoff International Holdings adapted to local norms and practices, the Group’s diversification and inclusion objectives and, in South Africa, the imperatives of broad-based ●● LEAP Science and Maths Intervention Schools Engen Telkom black economic empowerment and socio-economic development. ●● Teach South Africa Eskom Development Foundation NPC TFG – The Foschini Group In 2014, the group spent R17 million on CSI, with R15 million of that The CSI initiatives encompass many other areas, too: being spent in South Africa. FirstRand Foundation Tiger Brands ●● The wellbeing and success of many young people is being Futuregrowth Asset Management Tiso Foundation The work of the Barloworld Trust underwritten through the work of beneficiary organisations such GlaxoSmithKline Tongaat Hulett as Girls and Boys Town and the President’s Award for Youth The Barloworld Trust manages a central programme that seeks to add Empowerment. GM South Africa Foundation Transnet National Ports Authority value to South African society as a whole as opposed to individuals ●● To facilitate access to tertiary education, empower young people Gold Fields Limited Tsogo Sun only. Its board has adopted a structural approach to effect real change

corporate research respondents corporate research and break cycles of poverty, Barloworld has supported the work of and development; opting for a catalytic role through efforts to build Growthpoint Properties U Bank the Rural Education Access Programme. capacity in civil society and partnering with projects that employ HCI Foundation Unilever SA ●● Literacy is a fundamental pillar of education, but millions of young innovative solutions to existing societal problems, particularly in the field Hollard Vodacom South Africans do not have access to books or a culture of reading. of education. These approaches can be replicated and taken to scale by To address this, Barloworld supports the Fundza Literary Trust. IDC VWSA the public or private sectors. ●● To inspire social innovation and responsibility, Barloworld supports Italtile Woolworths Holdings Barloworld’s ongoing support for the work of the Bridge organisation Enactus and the Africa Leadership Initiative. is evidence of this approach. Through its management of broad-based JSE Yum! Restaurants International (Africa) ●● The current legacy project is the Nelson Mandela Children’s communities of practice, the organisation focuses on key leverage points Kumba Iron Ore Hospital, adopted in 2012 for the 110 year anniversary of the in the education system and shared knowledge. It drives collaboration Liberty Holdings Limited Barloworld Group's founding. and co-operation among a broad range of stakeholders to increase the ●● Barloworld also acts externally on environmental concerns by Mediclinic Corporation impact on the education system and learner performance. Media 24 supporting the Endangered Wildlife Trust; the Worldwide Fund for Nature and is a founding partner of the National Business Initiative. Mercedes-Benz SA Addressing education and youth empowerment Momentum Good practice and plans continue to be shared across areas such as The group’s messaging campaigns and communications to a wide Mondi Limited school leadership, maths and science learner support, early childhood range of stakeholders align CSI objectives with key group values, development (ECD), the use of information and communication and endeavour to draw attention to important social issues and the MRP Foundation technologies (ICT) in education and through the South African interventions of its NGO development partners in order to increase Murray & Roberts Extraordinary Schools Coalition. awareness and create a greater impact. Most of Barloworld’s social investment focuses on young people, for the common good: they will need both traditional and new skills, capacity and self-confidence to be the difference they would like to see in the world and craft a better future for all.

12 The Trialogue CSI handbook 2015 Contact details: Nolundi Ningi | Barloworld Trust | 011 445 1150 [email protected] | www.barloworld.com Congratulations to the National Alliance for Thandulwazi Maths and Science Academy the Development of Community Advice Offices(Nadcao), a non-profit organisation The Amy Biehl Foundation committed to the development and long- Our sincere thanks to the following non-profit organisations and The Cancer Association of South Africa (CANSA) term sustainability of Community Advice The Centre For Social Development Offices. Community Advice Offices are small, social enterprises that participated in Trialogue’s primary research The Durban Chamber Foundation non-profit organisations that offer free basic

during 2015 for the 18th edition of The Trialogue CSI Handbook. The Family Africa congratulations legal and human rights information, advice The Mass Media Project and services to people who are marginalised The Pietermaritzburg and District Cerebral Palsy Association through poverty, social circumstances and geographical location. The Rape Crisis Cape Town Trust The Siyazisiza Trust Nadcao participated in our online NPO 3L Development Thabiso NGO Johannesburg Council for the Disabled (JOCOD) research survey and were the lucky winners The South African History Archive (SAHA) Abraham Kriel Childcare Joint Aid Management of our draw for a free full-page advertorial in The Sozo Foundation Africa!Ignite Kagiso Shanduka Trust this edition of The Trialogue CSI Handbook The Sports Trust Akhani Social Development Management KhethImpilo (see page 93). Thusanani Children’s Foundation Arebaokeng Hospice Kungwini Welfare Organisation Topsy Foundation NPC Association for Persons with Physical Disabilities, Kutullo Stimulation Centre Touch the Heart of Africa Nelson Mandela Bay Lambano Sanctuary Ubunye Foundation Boys & Girls Clubs of South Africa LifeXchange Usiko Stellenbosch Bright Kid Foundation Little Eden Society Uviwe Child & Youth Services Build a Better Society (BABS) Lovelife Trust West Coast Youth Orchestra Business and Arts South Africa NPC Mamas Alliance Wildlife and Environment Society (WESSA) Catholic Health Care Association (CATHCA) Masikhule Witkoppen Health and Welfare Centre Centre for Early Childhood Development Maths Centre Incorporating Sciences Youth of 90s Development Forum Child Care South Africa mothers2mothers Children’s Rights Centre NACOSA Church Alliance for Social Transformation (CAST) National Alliance for the Development of City Mission Community Advice Offices (Nadcao) Community Chest of the Western Cape National Institute for the Deaf Community Development Resource Association National Skills Development Programme (CDRA) Oasis Association Connect Network Operation HOPE CoZa Cares Foundation PEN (Participate Empower Navigate) Cultural Development Trust Philakahle Well-being Centre Daily Bread Child and Youth Care Centre Pietermaritzburg and District Community Chest Dinaledi Educational Coaching POPUP (People Upliftment Programme)

research respondents N P O research Dockda Rural Development Agency Programme for Technological Careers (PROTEC) Dr CL Smith Foundation Project 90 by 2030 Education With Enterprise Trust (EWET) Project for Conflict Resolution and Development Feed the Babies Fund Project Gateway Field Band Foundation Raising Young Productive Generation Fisantekraal Centre for Development Rearabilwe Ekurhuleni Community Care Focus on iThemba Ripple Reading Forest Town School for Learners Room to Read South Africa with Special Needs SA Federation for Mental Health Gauteng Business Development Centre SHARE Literacy Project Centre Get Informed Youth Development Centre Sinamandla Girls and Boys Town South Africa Siyabonga Africa Grassroot Soccer South Africa Skomboys Football Club GreaterCapital NPC SOS Children’s Villages South Africa GreenMatter/Lewis Foundation South African Guide-Dogs Association for Grootbos Green Futures Foundation the Blind Helping Hand South African Mathematics Foundation Ifa Lethu Foundation South African Society of Music Teachers IkamvaYouth South Coast Hospice Association Impilo Child Protection and Adoption Services St Anthony’s Education Centre Institute for Justice and Reconciliation St Bernard’s Hospice Irene Homes Sustainable Livelihoods Foundation Iziko Museums of South Africa Swellendam Tourism Organisation Jewels of Hope Tape Aids For The Blind

14 The Trialogue CSI handbook 2015 PHOTOGRAPHY GRAHAMDELACY.COM PHOTOGRAPHY Challenging business leaders: Look beyond profits to purpose

e live in an era in which it is imperative for individuals to fulfil their responsibility of helping to foster a W more equitable society. Lead SA is a civil society movement that encourages South Africans to do just that, by standing up for what they believe in and becoming actively involved in shaping their societies. To support such citizenry, it is equally important for corporations to make a positive impact and play their role in leading South Africa. This can be done through corporate social investment, but also by demonstrating commitment on the ground. The concept of business can sometimes seem vague and even out of reach from a grassroots perspective. That’s why I believe that initiatives such as the 702 Sun International CEO Sleepout is particularly innovative.

guest foreword This South African leg of the global movement challenges business leaders to look beyond profits, to purpose; and for broader society, it begins to give business a human face. In June 2015, some 240 CEOs of leading businesses were invited to spend a night sleeping on a street in Sandton, the economic hub of Africa, as a show of solidarity with homeless people in South Africa, and to back this act with financial donations to the Girls and Boys Town charity organisation. Public response to this initiative was diverse. While some celebrated the movement’s ability to inspire businessmen and women to ‘get their hands dirty’, it was also met with some critique. Few social campaigns are perfect, but much of its power lies in its ability to spark debate and create awareness, in this case about homelessness in South Africa. Having raised over R23 million in one night, the movement demonstrated the impact that a single effort can have when the business community unites for a common cause. However, what remains a challenge is how to sustain such interest and energy. Trialogue’s CSI Handbook is a crucial tool to this end. It offers businesses the unique and sustained opportunity to measure their own efforts towards social development against the ongoing efforts of the rest of the business community. Beyond CSI, corporations can effect positive change through conducting good business and by speaking out when responsible practices are subverted. Business also has other valuable offerings for social development, including mentorship of youth in particular. Chapter four in this handbook focuses on the youth and identifies needs which could be addressed, in part, through CSI spend. Importantly, it also contextualises the tremendous challenges that the youth of South Africa have to contend with at various vulnerable and crucial stages, as they navigate an all too often rocky path from childhood into adulthood. While the needs and social ills in our country can seem overwhelming, this handbook fulfils a vital role in making them somewhat measurable by providing an overview of challenges, accompanied CHARLIE BRAVO #361-13 CHARLIE BRAVO by valuable insights into investment in the social development sphere. In the spirit of Lead SA, I encourage all people in South Africa to play their part. Organisations and individuals should continue to call on leaders for support in addressing their needs.Business leaders should become ever-more receptive to calls to action and remain open to innovating their social spend, to ultimately ensure impact. A MAESTRO IN THE MAKING. Let’s build South Africa together!

Yusuf Abramjee @Abramjee Buskaid was founded in 1997 to provide all township children with Lead SA activist, Head of Crime Line, social cohesion advocate and Play Your Part ambassador the opportunity to channel their creative drive into learning and playing classical music to the highest international standards. The Buskaid Ensemble has an enviable reputation, having performed before two former South African presidents, Her Majesty, Queen Elizabeth II and senior members of the Royal Family, and the First Lady of the USA, Michelle Obama.

Redefine Properties is a proud sponsor of Buskaid and shares its vision and objectives. We wish them many encores.

16 The Trialogue CSI handbook 2015

Redefine Buskaid_CSI Handbook_297x210mm.indd 1 2015/09/21 1:25 PM What gets measured, gets managed."❛

Peter Drucker

The Trialogue CSI Handbook is no newcomer to the reading list of South Africa’s CSI and social 655 development practitioners and contributors, but working to put it together has been a first-time current beneﬁ ciaries experience for me in my role as recently appointed managing editor. The level of detail and of bursaries and team dedication that goes into providing readers with meticulous current, relevant and valuable apprenticeship from the editor from information exceeds expectations. I am in awe of this handbook, in much the same way a mother programmes would be in awe of her child. The 18-year-old Trialogue CSI Handbook has grown into a fine young thought leader; however, this personification opens the door to thinking about the youth. South Africa’s youth is in crisis. As I write this, proposed fee increases at South African universities are a hot topic for protest, debate and political finger-pointing. No doubt universities are expensive to run and ours are underfunded and unsustainable in their current form, but the situation is merely the tip of the iceberg. The youth chapter of this handbook gives a voice to the difficulties 2400 3900 beleaguering South Africa’s young people and highlights some of the programmes and policies homes to be built homes built in designed or already in place to address them. But the statistics are staggering. at a cost of R1 billion The Department of Higher Education and Training reported the graduation rate among over the next local communities undergraduate students at South Africa’s 23 public universities as 15% in 2013. Drill further to the 5 years national matric bachelor’s pass rate of 30.6% in 2014 – alongside South Africa’s education system ranking 140th out of 144 countries in a 2012 World Economic Forum report – and one begins to see some of the reasons why almost 50% of South Africa’s 6.86 million unemployed individuals represent youths under the age of 30. How is the private sector responding? For the second year in a row, Trialogue’s research into CSI spending patterns revealed education to be the biggest development sector to benefit from corporate funding, at close to half of every CSI rand spent. And at a time when tertiary education is in the limelight, it is pertinent that approximately 27% of CSI education expenditure goes towards tertiary level interventions. Peter Drucker, a management consultant and advocator for corporate social investment, once said, “What gets measured, gets managed.” While the numbers are vital, they provide only half the picture. The description of projects, the people affected and their stories are equally important to understanding this complex and emerging developmental field. Improving the lives of people is the ultimate goal of CSI and these individuals must never be forgotten. We hope that we have lived up to this responsibility and that what we have measured, analysed and published will inform and enhance your planning and methods into managing your company’s CSI initiatives.

Rose Cohen Managing Editor

[email protected] @TrialogueSA facebook.com/trialogueconsulting

18 The Trialogue CSI handbook 2015

10212 Implats - Trialogue Communities.indd 1 2015/09/17 11:59 AM ADVERTORIAL

❛ We make a living by what we get, but we make a life by what we give.” LEAVING A Winston Churchill LASTING LEGACY This year we’re publishing the 18th edition of The Trialogue CSI Handbook with a focus on youth and the social challenges they face. Over the years, The Trialogue CSI Handbook has become an invaluable resource filled with research, case studies and best practice in the field of corporate social investment in South Africa. Here’s how to navigate the 18th edition of The Trialogue CSI Handbook. NEDBANK PRIVATE WEALTH - PHILANTHROPY OFFICE

Chapter one: The state of CSI 2015 Insight into the spending patterns of corporates investing in social development is presented, analysed and explained, based on our annual primary research with companies and NPOs.

about the book Comparisons to previous years have been made and expanded upon where relevant. The South African research is put into a global context in an article that compares corporate giving in South Africa to the United States and giving around the globe. The United States and global ‘It’s not enough for non-profits to have high-impact With over R6,5 billion under management for donors and evaluation is based on two reports by the CECP (Committee Encouraging Corporate Philanthropy). programmes if there is no effective strategy for sustaining non-profit organisations and over 180 years of experience For the first time, Trialogue has also looked further afield at CSI practices in Africa, starting in the organisation financially.’ – Anonymous serving the sector, we have indepth industry insights and the 2015 with the East African powerhouse, Kenya. Primary research was conducted with six Kenyan corporates in partnership with Fanaka Consulting. skills and experience to help our clients give back in a meaningful The development of long-term funding and sustainability and sustainable way. We are committed to developing and Chapter two: Focus on development strategies is an ongoing discourse for organisations as well as strengthening the sector and creating lasting legacies. This chapter takes a closer look at corporate funding per development sector, including support donors. This includes confronting issues of leadership, planning for the various types of interventions and beneficiaries. A new sector has been introduced in 2015: and prudent financial management. We actively partner with the philanthropic sector in our disaster relief. commitment to contributing towards social transformation In addition to publishing the findings from our primary research, the bigger picture is also In a changing economic and funding environment, the need illustrated for each sector, based on statistics that are publically available. and investing with impact. for robust management and pragmatic solutions is increasingly Chapter three: Corporate practice requiring specialised expertise. A crucial aspect of long-term We are humbled to have received top honours in the 2015 In-depth case studies of corporate programmes and projects are showcased in this section to shine planning is the need for sustainability funding, which provides Euromoney Private Banking and Wealth Management a light on companies’ approaches to CSI. This is a space for sharing learnings and experiences. The Survey for our exceptional philanthropy and social impact full list of corporate practices is available on the contents page to assist in finding particular donors a safety net during tough times and alleviates total dependency and non-profit organisations. on donors. investing offering in South Africa.

Chapter four: Trends and topics in CSI Nedbank Private Wealth has a comprehensive and established We announce the winner of the Trialogue Strategic CSI Award and give an outline of the winning philanthropy offering, providing specialised advice and an If you would like to speak to project, as well as the criteria applied to determine strategic CSI. end-to-end service. We are passionate about making a Nedbank Private Wealth about A roundup of the year’s quarterly CSI forums as well as reports from the most popular sessions at the annual Trialogue CSI Conference 2015 completes the chapter. difference. Through our Philanthropy Office, we partner with how our Philanthropy Office individuals, families, private and corporate foundations and can assist you, please email Chapter five: Youth Focus non-profit organisations to give them guidance in all the stages [email protected]. This chapter provides an overview of the challenges facing youth as well as government interventions and corporate initiatives aimed at youth. It includes stories told by South African youth to give of their philanthropic pursuits. their plight a voice. National and international policies which affect youth, such as the National Development Plan, Operation Phakisa and the Sustainable Development Goals, are also put under the spotlight.

Nedgroup Private Wealth (Pty) Ltd Reg No 1997/009637/07, trading as Nedbank Private Wealth. Authorised financial services provider (FSP828), registered credit provider through Nedbank Ltd (NCRCP16) and member of JSE Ltd through Nedgroup Private Wealth Stockbrokers (Pty) Ltd (NCRCP59).

20 The Trialogue CSI handbook 2015

13879 Nedbank Private Wealth_Trialogue Advertorial_297x210mm_Rev2.indd 1 2015/09/30 3:40 PM The backbone of The Trialogue CSI Handbook is our extensive Figure 51 Entrepreneur and small business Tables primary and secondary research. To help you navigate this support: Type of intervention, page 100 Table 1 Median number of donor relationships, information, we present an index to the graphic representations of Figure 52 Sports development: Type of page 48 data in the handbook. intervention, page 101 Table 2 Companies’ ranking of corporate Figure 53 Arts and culture: Type of intervention, developmental impact, page 60 page 104 Table 3 NPOs’ ranking of corporate Figure 54 Housing and living conditions: Type of developmental impact, page 60 intervention, page 105 Figures Figure 26 Funding overhead costs, page 49 Table 4 Companies’ ranking of NPO Figure 55 Safety and security: Type of developmental impact, page 61 Figure 1 Corporate respondents by industry Figure 27 BBBEE Scorecard elements as a source intervention, page 106 Table 5 NPOs’ ranking of NPO developmental sector, page 36 of NPO funding, page 49 impact, page 61 Figure 2 Total annual income, page 37 Figure 28 Management activities undertaken Figure 3 Corporate: Number of employees, and/or planned by NPOs, page 50 page 37 Figure 29 Governance structure of CSI function, Figure 4 NPO: Number of employees, page 37 page 51 Figure 5 Total annual income, page 37 Figure 30 Location of African countries’ CSI Figure 6 Nominal versus real growth in CSI strategy and budgets, page 52 expenditure, page 38 Figure 31 SED score, page 52 Figure 7 CSI expenditure across top 100 Figure 32 Linkages with CSI programme, figures and tables figures companies, page 39 page 53 Figure 8 Distribution of CSI expenditure, page 39 Figure 33 Anticipated impacts on relationship Figure 9 Changes to CSI budgets, page 40 between CSI and skills development, page 53 Figure 10 Distribution of CSI expenditure, Figure 34 Anticipated impacts on relationship page 40 between CSI and enterprise development, Figure 11 Corporates reporting non-cash giving, page 53 page 41 Figure 35 Registration status of NPOs, page 54 Figure 12 Non-cash giving as proportion of CSI Figure 36 Corporates with employee volunteer spend, page 41 programmes, page 54 Figure 13 Breakdown of CSI expenditure by cost Figure 37 Employee volunteerism type and Fill a bowl category, page 41 participation, page 55 2.5 million children in South Africa will go to bed hungry this Christmas Figure 14 Distribution of corporate support and Figure 38 Levels of measurement for all CSI UCT and Unicef 2013 Child Gauge Report CSI expenditure by region, page 42 projects, page 56 Figure 15 Distribution of NPO support and Figure 39 Measurement of outcomes, page 56 resources by region, page 43 Figure 40 Use of M&E data, page 57 Figure 16 Distribution of corporate support and Figure 41 Distribution of CSI funding by CSI expenditure by development sector, page 43 development sector, page 88 Figure 17 NPO support by development sector, Figure 42 Education: Level of education, page 44 page 90 Figure 18 CSI funding channels, page 45 Figure 43 Education: Type of intervention, Figure 19 Number of organisations supported page 90 and grants made, page 45 Figure 44 Education: Subject area, page 90 Figure 20 Relative importance of CSI success Figure 45 Education: NECT contribution, page 91 factors to corporates, page 46 Figure 46 Social and community development: Figure 21 Discussion topics, page 46 Type of support, page 92 Be 1 in a million: help JAM feed a million children every day Figure 22 Changes in NPO income, page 47 Figure 47 Social and community development: Figure 23 NPO income by source, page 47 Target beneficiaries, page 92

Figure 24 Sources of growth or decline in NPO Figure 48 Health: Type of healthcare, page 95 Founded by South African This year, we aim to provide For just R360 a year born Peter & Ann Pretorius, nourishment for 1 million (R30 a month) you can be 1 in income, page 48 Figure 49 Health: Type of intervention, page 96 JAM has been feeding children = 1 million caring a million Figure 25 Months of operating costs in reserve, Figure 50 Food security and agriculture: Type of hungry children in Africa for donors 31 years page 49 support, page 97 Be 1 in a million

SMS “JAM” TO 42181 TO DONATE R30 TO HELP FEED A CHILD JAM South Africa www.jam-southafrica.org PO Box 1502 Honeydew 2040 South Africa DONATE ONLINE WWW.JAM-SOUTHAFRICA.ORG (REF: “TRI2016”) Tel: +27 11 548 3900 Fax: +27 11 548 3948 JAM South Africa Email: [email protected] NPO # 052-455 22 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2014 2323 Trialogue CSI services

Trialogue has more than 18 years’ experience in the CSI sector in South Africa, having worked with many leading South African companies on their CSI strategies and projects. When done effectively, corporate social investment (CSI) can generate great benefits for companies as well as social causes. Trialogue supports clients in making their CSI more effective through an end-to-end consulting process, which covers CSI strategy development and implementation, project M&E framework development Why do it? selection, and programme and project measurement and evaluation. Trialogue can work with you and your implementing partners to ●● To determine the impact your CSI projects develop monitoring and evaluation (M&E) frameworks for your CSI are having on society and on the company, projects. and to share this with stakeholders The process includes facilitated workshops to agree on the objectives, ●● To provide information that helps to adjust Strategy development and activities, outputs, outcomes and intended impact of the project. The and improve projects while they are under Why do it? indicators for each are agreed, together with data collection methods, way implementation frequencies and responsibilities. ●● To ensure that project partners have the ●● To provide guidance for all your CSI Trialogue specialises in the development of company-specific CSI activities A high-level M&E framework for the project as well as tools for same objectives gathering information and reporting templates is provided. strategies and uses a proprietary framework to guide the process. ●● To ascertain the objectives of the The framework covers objectives, focus areas, alignment, structures, programme, how to achieve them and how resources, communication, and monitoring and evaluation. to measure them Once a strategy has been developed and approved, Trialogue ●● To achieve more focused and effective CSI can provide assistance with the implementation of the strategy in that is aligned to business objectives a number of ways, including the identification or development of CSI project reviews flagship projects, the compilation of budgets and exit plans, and the Trialogue has developed a process for reviewing the performance of Why do it? development of tools and monitoring and evaluation frameworks. CSI projects. The methodology involves scoring project performance ●● To determine whether CSI funding is across a number of predetermined elements, enabling a comparative achieving positive outcomes performance rating for different projects. ●● To identify areas of suboptimal or Programme benchmarking An overall score of project performance as well as a score against dysfunctional performance so that remedial Why do it? each of the elements is provided. This is followed by a detailed report Trialogue can benchmark your CSI programme against competitors action can be taken, and areas of success, ●● To compare and position your CSI on performance in each area and the quantification of outcomes and and peers across a number of areas, including: expenditure; structure which can be shared or expanded on programme relative to your peers impact where supporting evidence exists. and number of staff; development and geographic focus areas; ●● To allow a comparison of performance projects; volunteerism; monitoring and evaluation; marketing; and ●● To identify strengths as well as areas across projects awards and ratings. requiring attention The benchmarking is based on publicly available information and ●● To identify potential areas for supplemented with information from Trialogue database of CSI differentiation or collaboration practices incorporating years of research.

CSI project positioning Leading CSI practice advocates shared value, whereby positive Why do it? development outcomes are ●● To inform strategic decisions, such as how accompanied by a business return to change the positioning of projects and from CSI expenditure. Trialogue whether to expand or exit projects has developed a diagnostic tool CSI reporting ●● To identify project elements that conform Why do it? that scores CSI projects on both a to, or fall short of, lead practice Trialogue offers a full CSI reporting service, from information gathering ●● To communicate your CSI strategy and development and business scale and writing to design, print and delivery. This varies from project case ●● To report CSI performance to internal or activities, and the impact of these on and locates them on a strategic studies for different audiences and platforms (brochures, websites, external stakeholders and to track changes society positioning matrix. annual reports and posters) to published foundation reports. in strategic project positioning over time ●● To promote your commitment to South Each quadrant of the matrix Africa’s socio-economic development and has defining characteristics and keep important stakeholders informed accompanying criteria, which are used to score CSI projects.

Clients Trialogue has assisted with CSI consulting

Cape Town Johannesburg T 021 671 1640 T 011 026 1308 [email protected] F 021 671 0119 F 011 447 0276 www.trialogue.co.za MTN Foundation_trilogue advertorial_210x297_print.pdf 1 2015/09/30 11:06 AM MTN Foundation_Trilogue infographic_201x297_print.pdf 1 2015/10/05 4:24 PM

DELIVERING A BOLD NEW DIGITAL WORLD

NUMBER OF BENEFICIARIES MTN SA FOUNDATION MILESTONES PARTNERED WITH AND SUPPORTED IN 2015 3 Limpopo

Foundation Focus on ICT in education Gauteng Mpumalanga founded and communities 0 5 3 North West National: 4 2001 2009 2014 2 2 - 16 Free State KwaZulu-Natal 4 5-year cluster-based Northern Cape strategy launched 4 Eastern Cape

3 Programme partners: 20 Western Cape

TOTAL INVESTMENT 2010 - 2015 interventions in peri- interventions in 60% urban and urban areas 40% rural areas R 194 208 826

R 114 578 879 WHAT WE DO C Education receives a massive digital boost C • Contribute to ICT development in M M schools and communities There is no doubt that education is the most vital element in creating needs. Already five schools and a community centre have received MTN R 100 743 879 • Contribute to socio-economic Y Y productive and self-reliant societies. In South Africa, however, massive SA Foundation laboratories with Braille printers and specialised development of disadvantaged CM CM communities inequalities still remain in the field of education that Government cannot computers, impacting 1500 learners with special needs. MTN SA Education programmes • Drive good corporate citizenship MY address single-handedly. Fortunately, through the CSI initiatives of the Foundation also recognised a need to go beyond helping disabled MY Community programmes private sector, much is being done to give future generations the learners at school level alone and donated R1.3 million to Optima College, Special projects CY CY R 0 educational kick-start that they deserve. which provides further skills training to blind educators. CMY CMY K The successes of the MTN SA Foundation’s education programmes, stem It is clear that education is more than just a strategy adopted by the MTN K CURRENT SNAPSHOT OF OUR EDUCATION PROGRAMMES from its focus on using technology to enhance lives. The MTN SA SA Foundation; it is a passion close to the hearts of all within the MTN Foundation isn’t content to simply write a cheque and consider its job family. The MTN’s 21 Days of Yello Care, an employee volunteerism Computer 1 500 done; it proactively develops and implements education projects that use programme , also took on a strong educational slant in 2015. The MTN 21 laboratories in learners technology to facilitate learning and teaching in disadvantaged schools Days of Y’ello Care campaign has proven to be a phenomenal success with 9 900 264 000 330 with and communities. This is achieved by partnering with key relevant participation by both employees and members of the public. The educators learners schools 81 compujectors disabilities stakeholders such as government, NGOs and private companies. campaign allows both groups to be more involved in their communities and to make a difference. CURRENT SNAPSHOT OF OUR SPECIAL PROJECTS, INCLUDING 21 DAYS OF Y’ELLO CARE The Compujector is just one example of the MTN SA Foundation’s forward-thinking educational tech solutions working in partnership with The theme for the 2015 campaign was “Investing in Education for all” 11 12 1 Launched 2 000 10 2 9 centres for 3 900 Lesedi Corporate Technology. The Compujector combines a computer, which required engaging with projects within the educational sectors 9 3 MTNers 8 4 victims of participated in 2007 7 5 projector and an interactive whiteboard into one versatile teaching tool. through the provision of infrastructure, ICT Facilities and or education participated 6 13 schools and OVC gender-based in the 21km working The Compujector comes preloaded with the government’s CAPS equipment and materials. in 2015 16 000 centres benefited violence to MTN race hours in 2015 curriculum-aligned educational material. The provision of up-to-date date in 2015 digital teaching material has proved to be a game-changer in areas where From grassroots projects taken on by staff members to far-reaching textbook delivery remains a problem. Eighty one (81) Compujectors have national programmes undertaken in conjunction with NPOs and CURRENT SNAPSHOT OF OUR HEALTH PROJECTS been rolled out to date and will continue to provide this versatile teaching Government, the MTN SA Foundation is arguably one of the leading tool in the future. forces behind uplifting the country’s education through technology. ICT 76 telemedicine 343 622 47 325 3 295 projects in workstations in people reached people reached PinkDrive With a mandate to reach out to the youth, women and people with The MTN SA Foundation, however, is quick to pass on the credit to millions 7 nursing rural clinics through health through PinkDrive mammograms disabilities, the MTN SA Foundation last year also spearheaded a of MTN customers, citing customer loyalty as the key element that colleges screening programme to provide accessible ICT equipment to learners with special enables the Foundation to keep doing what it does best.

Team Challenge The Team Challenge allows staffmembers to form teams and selflessly give of their time and talent for a period of 10 months to support causes that they feel passionate about. Nedbank provides R5 000 in seed funding for every team to help get their projects off the ground. In 2014 an amount of R500 000 was invested, which saw 256 staffmembers assisting 45 community and environment projects across SA.

Local Hero Programme Educating our nation Established in 2001 the Local Hero Programme makes donations of R15 000 to encourage and honour individuals who support causes Recognising that education is the bedrock on which a successful South close to their hearts. In 2014 Nedbank invested R935 000 through Africa must be built, close to 50% of Nedbank’s CSI spend is directed this programme to support clients and staff. into educational initiatives. These programmes provide holistic Above: Staff volunteers helping to build a home in a disadvantaged community. support, filtering across all levels from early-childhood and learner Payroll Giving development to tertiary education. Further compelling reasons as to Payroll Giving offers staffmembers an effective and regulated means why Nedbank prioritises its educational CSI spend include: of contributing to several established charities. An agreed amount is • Addressing the inequalities of South Africa’s past by empowering deducted from their salaries each month and sent directly to The Giving more South Africans to reach their full potential. Organisation in support of 12 charities. The Nedbank Foundation then • Aligning with the South African government’s aim to eradicate matches all the funds donated by staffmembers up to R1,5 million. poverty. In 2014 a total of 6 194 staffmembers contributed R1,8 million. • Fostering a values-driven society. BETTER COMMUNITIES In addition to these programmes, Nedbank encourages staffmembers Spell It to volunteer in support of national initiatives such as: This initiative aims to promote literacy in South Africa. Run in • Mandela Day partnership with the National Department of Basic Education, Spell It Nedbank’s theme for 2014 was ‘67 to the power of 10’ – a total of provides an opportunity for primary-school learners to achieve a good 67 projects with a minimum of 10 volunteers per project. In 2014 level of English literacy before they graduate to high school. Since 2010 altogether 90 projects were supported. Spell It has impacted the lives of over 150 000 primary-school learners • Angel Tree across South Africa. CSI contributions for 2014 at 31 December* HELPING TO BUILD A BETTER This initiative is Nedbank’s festive season drive to support The programme works to improve literacy through vocabulary SOUTH AFRICA FOR ALL vulnerable members of society. The drive focuses on causes that building at grade 4 level and spelling bees at grade 5 and 6 levels. This Nedbank total R140m support people with disabilities, vulnerable children, senior citizens, is achieved through coaching and skills transfer. Coaches for Spell It and women affected by abuse across the country. work at schools to assist teachers in improving learners’ literacy skills, • Saturday School such as word and letter recognition. Teachers and coaches are trained Nedbank’s corporate social investment (CSI) Started in 2011 the project enables staff volunteers to provide in Spell It methodologies, empowering them with literacy skills they efforts are directed at strengthening the English and Maths lessons to grade 5 to 7 learners from Zenzeleni can put to use in their communities and beyond. social fabric of South Africa. These efforts are Primary School. In 2014 Nedbank invested R200 000 through the Spell It also runs spelling bees at grade 5 and 6 levels in conjunction initiative, which involved 22 staffmembers and benefited 51 learners. with the National Department of Basic Education, which works with underpinned by its culture of active citizenship • Nedbank Caring for Communities national, provincial and district structures. The initial programme was and the belief that social upliftment is This programme sees staffmembers educating learners, teachers and in Gauteng and has since been introduced into the Eastern Cape. everyone’s responsibility. communities on all aspects of sustainable living, enabling them to harness the power of sustainable thinking and action. In 2014 a total of My Future, My Career A prosperous, sustainable South Africa requires public engagement 60 vegetable garden tunnels were built across the country with the help This career guidance programme, aimed at learners from grade 9 to 12, and opportunities to work for the betterment of communities. For of 440 staff volunteers. exposes them to more than 100 careers across 16 industries. Learners Nedbank this engagement translates into providing volunteerism are taken on behind-the-scenes tours of various career options opportunities for its staffmembers and clients so that they, in turn, Other initiatives at the Nedbank Foundation focus on educating through professionally produced films, which are screened at select Nedbank Foundation trusts R43,9m (32%) Education | Community development | can help build stronger communities. Nedbank’s larger CSI agenda our nation, mobilising communities, building a healthy nation, and Ster Kinekor theatres countrywide. Staff volunteers coordinate the Nedbank Skills development and job creation | Volunteerism | Health Foundation focuses primarily on education, community development, job creation creating jobs and developing skills. Nedbank volunteers are also given logistics in each region and assist in facilitating delivery of the different R53,2m (38%) Eyethu Community Trust and skills development, health, the environment, child welfare, sport opportunities to become involved in projects and organisations funded episodes, each focusing on different careers. In 2014 the programme R9,3m (6%) Education | Community development development, and arts and culture. by the foundation. reached more than 40 000 learners. Nedbank Private Wealth Charitable Foundation R8m (6%) Education | Community development In 2014 Nedbank’s total CSI spend across the group amounted to R140 million. Most of this investment was facilitated through the Nedbank Affinity Programme Nedbank Foundation, Nedbank’s primary CSI arm, which disbursed R33m (23%) Child welfare and protection | Conservation | R44 million over the year. CSI support was also delivered through the Sport | Arts and culture Nedbank Affinity Programme, the Eyethu Community Trust, the Nedbank External Bursary Fund Nedbank Private Wealth Charitable Foundation, the Nedbank External R13,8m (10%) Education Bursary Fund and various Nedbank business units.

Nedbank business units Staff volunteerism is fundamental to Nedbank’s CSI approach. Its wide- R32m (23%) Education | Community development | Volunteerism | Environment | Caring for communities ranging staff volunteerism programme focuses on building a nation of skilled, educated, healthy and socially active citizens. Over the past * Based on claimable portion of actual spend in accordance with the Financial Sector Code. 12 years the bank has invested more than R30 million in individual and team volunteerism programmes. In 2014 altogether 28% of staffmembers Note: In 2014 the corporate social investment spend of R32 million in the Nedbank business units included a contribution of R3,2 million to the National Education participated in volunteerism programmes, delivering immediate positive Collaboration Trust, a once-off contribution of R10,6 million to the Imperial and impacts to communities across the country. In addition, staff receive two Ukhamba Community Development Trust from Nedbank Capital, and R5,5 million purple berry 1015/9167 to the African Union for Ebola Support Fund. days’ volunteer leave annually, with full pay. Left: Mandela Day volunteers packaging food. Centre: Staff volunteers laying down flooring at a crèche in Matjokotja, Limpopo. Right: A Spell It coach working with primary-school learners.

9167_NF CSI Adv_Trialogue_FAW.indd 2 2015/10/09 4:40 PM 9167_NF CSI Adv_Trialogue_FAW.indd 3 2015/10/09 4:40 PM Back-to-school and the Sparrow Schools Fluid Power Hose Assembling Skills Nedbank’s Back to School campaign helps learners in rural Programme, which trains unemployed youth to make hydraulic communities and informal settlements across all nine provinces hose assemblies. Learners who complete their training have with basic learning resources, ensuring their basic needs are met the opportunity to gain employment at mines or mine-related so that they can focus on their education. Since Back to School’s companies. Skills development: inception in 2010 Nedbank has invested over R11 million in the campaign, benefiting over 10 000 underprivileged primary- and The Nedbank Affinity Programme high-school learners. In 2014 the bank donated over R2 million to Could this be the provide at least 2 000 learners with basic school needs, such as Nedbank also offers clients the means to make a difference in school uniforms, shoes and stationery. communities through its four affinities: heartbeat of South Mobilising our communities The Nedbank Green Affinity supports programmes with a strong community-based conservation focus in partnership with the WWF Africa’s economy? Many of Nedbank’s community programmes address the immediate Nedbank Green Trust. The trust funds innovative projects that focus needs of the most vulnerable members of society: children, women, on marine, freshwater and species conservation, land stewardship, the elderly and the disabled. climate change, environmental leadership development and community engagement. The partnership is celebrating 25 years The Hippo Water Roller Project forms part of the bank’s R9 million of igniting ‘new ways for people and nature to thrive’. Author: Thabang Chiloane – Divisional Executive: Water Stewardship Programme. The Hippo water roller, which has Public Affairs at Nedbank a capacity of 90 litres, helps women and children transport more The Nedbank Children’s Affinity supports orphaned and vulnerable water more easily over long distances, and frees up time for more children in partnership with the Nelson Mandela Children’s Fund. To productive economic and educational activities. In 2014 a total of 300 date Nedbank has donated R53 million to the fund. Students at the Ray Mhlaba Skills Training Centre in Port Elizabeth hard at work. Hippo water rollers were distributed in Limpopo and the North West. Another community-focused project is the Winter Blanket Campaign, The Nedbank Sport Affinity supports sport development in South which distributes blankets to vulnerable South Africans during winter. Africa in partnership with The Sports Trust. Programmes focus on The hard facts of youth unemployment in South Africa paint a institutions in an effort to provide skills development developing youth in cycling, soccer, road running and golf. gloomy picture for the future of our economy and labour force. opportunities to South Africa’s unemployed youth and to help Building healthy communities The 2015 Statistics South Africa (‘Stats SA’) first-quarter report these institutions bridge the skills shortage in their industries The Nedbank Arts Affinity supports the development of South revealed that 9,8 million working-age youth (between 15 and and create jobs. Health-focused initiatives include the Nedbank Mobile Clinic, which African arts and culture in partnership with the Arts and Culture 34 years) are economically inactive – a number that continues To create sustainable employment partnerships and provides access to health and dental services to rural school children. Trust (ACT). The trust, which celebrated its 20th year in 2014, aims to increase. Stats SA cited ‘frustration of finding employment’ alliances are critical. As such we continue to invest in skills Nedbank has also made a R1 million donation to the Nelson Mandela to uplift communities by helping to create job opportunities, improve as one of the major factors that contribute to the deteriorating development through various partnerships, for example our Children’s Hospital, which will provide state-of-the-art specialist creative and management skills, foster cross-cultural understanding rate of youth employment, causing despondency that ultimately partnership with the National Economic Education Trust care to all children – no child will be turned away due to its parents’ and generate cultural tourism. leads to economic inactiveness by this group. (‘NEET’), which seeks to develop skills in the information inability to pay. The hospital is under construction in Johannesburg. and communication technologies (‘ICT’) and marine sectors. Nedbank understands that shaping an equitable, a thriving and a A further analysis revealed that the unemployment rate among Through this partnership NEET aims to equip 40 young Job creation and skills development resilient South Africa begins with taking action to contribute actively youth with tertiary education continues to rise, while that of individuals with ICT skills and, on graduation, that they to the upliftment of all South Africans. Our CSI initiatives and youth with only a matric qualification has decreased – especially be guaranteed permanent employment with Samsung or Statistics South Africa reported that South Africa’s unemployment volunteerism programmes seek to inspire and empower clients and among blacks. In addition 72% of the total employed South African T-Systems. It is no secret that South Africa has a skills crisis stood at 25% in the third quarter of 2015. staff to become active citizens and help shape a vibrant future. population are semi-skilled or low-skilled – recording a high skills that mirrors global conditions. There is a mismatch between Job creation and skills development initiatives include Learn deficit that has a negative effect on employment in the country the available pool of employees and market demand, which to Earn, which involves training unemployed adults and providing Partner with the green and caring bank, and make a difference. and has resulted in a desperate outcry for highly skilled workers. has been linked to a number of causes such as the state of our market-relevant skills such as welding and office administration; Call 0860 555 111, visit your nearest branch or go to nedbank.co.za. To address the escalating unemployment rate and the extent education system and a lack of educational funding. Through of the skills shortage in South Africa it is critical that the private our alliances with institutions such as NEET, Samsung, sector partners with government to identify skills shortages, T Systems and the South African Maritime Safety Authority, improve on these, promote entrepreneurship and contribute whose objective it is to train six cadets as seafarer through their towards the National Development Plan of increasing employment. National Cadet Programme, skills development could indeed go a long way in curbing the country’s unemployment rate. Investing in skills development to create In addition to these efforts, Nedbank has an established sustainable employment five-year association with the Ray Mhlaba Skills Training Centre Both the private and the public sector have a significant role in Port Elizabeth. In 2014 we contributed R200 000 towards the to play in the upskilling of all South Africans, especially the training of 12 woodwork students at the centre. To date Nedbank youth, to assist in developing entrepreneurs and a highly skilled has invested over R1 million in entrepreneurship training and labour force. As such, enabling programmes that will provide mentorship programmes aimed at empowering vulnerable not only skills development but also permanent employment youth to sustain a livelihood in the formal employment sector opportunities once skills are acquired need to be designed. or as entrepreneurs. These can range from cadet and apprenticeship programmes Thus, it is clear that collaboration between the private and that provide young graduates with on-the-ground learning the public sector is critical in entrenching skills development as and experience to entrepreneurial projects where young the lifeblood of the South African economy. By gaining a deeper professionals are provided with an opportunity to build alliances understanding of the nature of our country’s skills deficit we with a corporate or a government institution as an enterprise will be able to empower young South Africans and help address development partner. It is, however, critical to understand the escalating rate of unemployment and other social ills, such where the gaps are and where the skills are needed to design as increased dependency on grant systems, that may intensify programmes that are responsive to the skills set demand. social instability. We urge the private sector to partner with public sector The importance of partnerships and alliances entities to walk this journey towards embedding skills As a bank that is highly involved in communities and the development as a critical solution for improving South Left to right: Nedbank donates soccer kits to support soccer development in schools. The Nedbank Green Affinity supports species conservation. The Nedbank Sports Affinity supports environment, Nedbank continues to partner with various Africa’s economy. cycling development. The Nedbank Children’s Affinity supports children’s causes. The Nedbank Arts Affinity supports the development of South African arts and culture.

9167_NF CSI Adv_Trialogue_FAW.indd 4 2015/10/09 4:40 PM 9167_NF CSI Adv_Trialogue_FAW.indd 5 2015/10/09 4:40 PM The Mondi Zimele Jobs Fund www.mondizimele.co.za

At Mondi, we believe in being part of Lekhisa Trading Contractor cc Mkhwetha Trading Company Zululand Woodlot Growers the solution to help secure the future After registering his business in 2008, entrepreneur Sakhile In 2010, ownership of Mondi’s Langfontein estate in northern Over many years we have supported in excess of over prospects of our business and our Phungula realised that without transport, his business would KZN was transferred to the KwaZiqongwana Community Trust 3000 Zululand small timber growers. For example, in 2014 we procured over 100 000 tonnes of timber, valued at over communities. not be a success. He approached the Mondi Zimele Jobs in terms of the government’s land restitution programme. At the same time, an agreement was signed with the Trust to R60 million. Fund to help him buy a vehicle. Sakhile’s application was We work closely with our stakeholders to address global lease the land to continue forestry operations for a period successful and the loan came with a comprehensive package This is an important revenue stream for the rural sustainability challenges across the value chain. We of 20 years with an annual rental and stumpage fee paid by of business support which has taken his business to new communities surrounding the Richards Bay mill and make sustainability part of the way we work every day. Mondi. With the help of Mondi Zimele, the Mkhwetha Trading heights. makes a signiﬁ cant contribution to improving the Company was registered, a board of directors appointed and a In South Africa, fostering a strong small business sector livelihoods of local communities. comprehensive business plan developed. is key to economic growth and job creation. Given the Sakhile’s success story includes a two year contract with the uMhlathuze Municipality to clean and maintain storm water In addition, Mondi provides seedlings and support to the high levels of unemployment and poverty, we are playing Further to the R1.1m low interest start-up capital loan, the growers valued at R3 million per year. a role in accelerating job creation by promoting the drains in the area. company was provided with access to training and assigned a development of sustainable small businesses. full-time mentor to provide day-to-day management support.

It is for this reason that we established Mondi Zimele Mkhwetha Trading Company currently employs 36 people, all in 2007 as Mondi South Africa’s small business from local communities and has secured a contract with Mondi development division. to provide the full range of silviculture operations on the estate. There are three core objectives:

• Develop sustainable small businesses in Mondi’s forestry value chain;

• Encourage job creation and local economic development through the support of small businesses in surrounding communities; and

• Facilitate the increased availability of sustainable ﬁ bre for Mondi’s mills from private growers with the emphasis on new community forestry businesses.

Delivering Local Solutions – The Mondi Zimele Model The Mondi Zimele Jobs Fund

Mondi Zimele adds value through making available Business equity, loans and business development support to Funding Development Market Our model is not about the provision of discounted employment creating small businesses within Mondi’s Support value chain and surrounding communities. capital in isolation. For a number of years we have focused on assisting the entrepreneur to employ the The word Zimele is translated as “to be independent” • Equity • Business plan • Critical linkages or “to stand on one’s own feet” which reﬂ ects Mondi • Discounted small development to key markets right business management practices with a clear business loans • Management to enable small Zimele’s overriding ethos of ‘Independence through • Asset ﬁ nance support business access market strategy to develop their business ideas - the Enterprise’. • Start-up capital • Technical and legal compliance • Administration and funding is an enabler in this process. With the growing importance of local economic systems development and job creation, we recently expanded • Industry expertise and skills transfer small business development activities to any viable • Business Mondi is an international packaging and paper Group, employing around 25,000 people across more than 30 enterprise in areas surrounding our operations. performance countries. Our key operations are located in central Europe, Russia, North America and South Africa. Mondi offers improvement over 100 packaging and paper products, customised into more than 100,000 different solutions for customers and In 2012 together with the Development Bank of South end consumers. Africa, the Mondi Zimele R140m Jobs Fund was Independence through enterprise for forestry stakeholders www.mondigroup.com founded. the state of CS I

Chapter one

34 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 35 Chapter one The state of CSI

(2014: 22%), followed by retail and wholesale (14%, up from 13% in 2014). As in 2014, more than half (54%) of the sample was characterised by a combination of business-to- consumer (B2C) and business-to-business (B2B) elements. Thirty-one percent followed a B2B model, while 15% followed a B2C model. The research sample included companies of various sizes, as measured by workforce and total annual income. In 2015, more than half (54%) of respondent companies employed less than 5 000 Overview people, whereas 12% had staff complements greater than 20 000. More than three-quarters (78%) of of key findings companies in the sample had annual income of over R1 billion in their latest full financial year. 2 total annual income 3 number of employees

his marks the 18th year of Trialogue’s corporate social investment (CSI) research. To understand what corporates are funding and how they are doing it, as well as how 12% More than R50bn 3% Over 50 000 34% R10bn – R50bn 9% 20 000 – 50 000 non-profits are using the funds, we updated our two questionnaires: one each for 13% R5bn – R10bn 17% 10 000 – 20 000 T 19% R1bn – R5bn 17% 5 000 – 10 000 corporates and non-profits. We streamlined some sections and added questions 6% R500m – R1bn 31% 1 000 – 5 000 on community trusts, the revised Broad-based Economic Empowerment (BBBEE) Codes and 16% Less than R500m 23% Less than 1 000 corporate/grantee relationships. Professional researchers then conducted one-on-one interviews with representatives from large South African companies. For the first time, we allowed companies to complete the % corporate respondents % corporate respondents questionnaire themselves and all self-completed responses were verified by the researchers. Of the Corporate 2015 n=67 Corporate 2015 n=78 81 companies included in this year’s sample (2014: 99), 63 (77%) also participated in the previous year’s study. In addition, 123 NPOs responded to Trialogue’s online survey (2014: 171) and 28% of these were repeat participants from 2014. Unfortunately this low repeat rate makes year-on-year NPOs were also measured by staff complement and annual income and asked to provide two years of comparison difficult among the NPO samples, so caution is urged in reading too much into the data for both metrics. There were no significant shifts in staff numbers since 2014. More than 50 people NPO trends presented. In this chapter, we outline the most noteworthy results from this year’s were employed by 34% (2014: 34%), 26% employed 11 to 30 and 27% employed one to 10 people. primary research. For the second year, we aligned our corporate questionnaire with the CECP (Committee Encouraging Corporate Philanthropy) Giving around the Globe report and data from 16 South 4 number of employees African corporates was included in these global findings, available at www.cecp.co. More than 50 people Respondent profiles 31 – 50 people 11 – 30 people Corporate respondents continue to represent the diversity of the South African business sector. 1 – 10 people Financial services was again the best-represented sector in the sample, with 21% of the total response 0 people 010203040

1 Corporate respondents by industry sector 2015 2014 % NPO respondents

NPO 2015 n=120 Financial services Retail and wholesale Similarly, annual income has held relatively constant with the greatest proportion (27%) raising Mining and quarrying between R5 and R20 million in both years. State-owned and public enterprises Agriculture, forestry and shing Information technology and telecommunications 5 total annual income Pharmaceutical and health Media and entertainment More than R20m Oil and petroleum R5m – R20m Motor vehicle manufacturers and assemblers R2m – R5m Building and construction R500k – R2m Other services Less than R500k Other manufacturing R0 or loss-making Other Don't know 0510 15 20 25 0102030 2015 2014 % corporate respondents 2015 2014 % NPO respondents

African Eyes Photography / Friends in Ireland Corporate 2015 n=81 / 2014 n=99 NPO 2015 n=120

36 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 37 Chapter one Overview of key findings the state of csi

CSI expenditure in 2014/15 Despite a small decline in total CSI expenditure, social investment continued to grow within Trialogue’s primary research sample of 81 companies. This increased spend from companies within the primary research sample seems to contradict the total expenditure findings above. However, ●● The total estimated CSI expenditure in 2014/15 was R8.1 billion. This means that for it should be noted that the primary research group is a smaller, select sample, while the estimated the first time since Trialogue started tracking CSI expenditure in 1998, there has been a overall CSI spend is extrapolated from a broader range of companies, using publicly available data. decline in both real and nominal terms. The disparity is explained by notably lower expenditure by a few companies with large CSI budgets ●● The R8.1 billion represents a 1% decline in nominal growth from 2013/14 and a real that did not participate in our research.

Key f inding s decline of 6% (when taking inflation into consideration). ●● Giving among the research sample continued to grow. The median giving amount was CSI spend across top 100 companies R16.6 million, up from R14.4 million in 2014. CSI expenditure remains concentrated among larger companies. The top 100 companies (by CSI ●● The rise in non-cash giving may be tailing off; approximately one-third (34%) of spend) invested R5.4 billion, or 67% of the total CSI expenditure. The distribution of expenditure by corporate respondents reported non-cash giving, down from a peak of 40% in 2014. the top 100 companies is shown in the chart below. Just 15 companies accounted for close to half ●● Direct project expenditure continued to receive the lion’s share of corporate funding (48%) of the total amount spent by top 100 companies, while 30 companies accounted for more than (87%). two-thirds (68%).

Total CSI expenditure in 2014/15 was R8.1 billion 7 CSI expenditure across top 100 companies Total CSI expenditure in South Africa was estimated to amount to R8.1 billion in 2014/15 (hereafter referred to as 2015). This estimate is based on Trialogue’s analysis of the CSI expenditure of large 100 14% Less than R25m per company South African companies and state-owned enterprises: a broader sample than our primary research component. Our analysis takes into account: 80 42 18% R25 – R50m per company ●● Year-on-year changes in the CSI expenditure of 112 companies using publicly reported data R50 – R100m per company 60 20% ●● Year-on-year changes in the CSI expenditure of 81 corporates that participated in Trialogue’s

primary research 28 40 ●● Year-on-year changes in the CSI expenditure of 191 companies for which we have comparable More than R100m per company spend estimates 15 48% 20 ●● A comparison of the combined expenditure of the top 100 companies (based on the amount 15 spent on CSI) 0 ●● An extrapolation of total expenditure based on estimated numbers of smaller companies and No. of top 100 companies % top 100 CSI expenditure (R5.4 billion) CSI spending. Corporate Total CSI expenditure is declining Until 2013, Trialogue consistently found that the total annual estimated CSI expenditure was growing in real terms. Last year (2014) was the first time that CSI expenditure experienced a negative growth CSI spend across sectors of 2% in real terms, but a slight increase in nominal terms. In 2015, our CSI estimate revealed a 1% The mining, retail and financial services sectors together accounted for just over 70% of the total decline in nominal growth and a real decline of 6% from 2014. R8.1 billion of CSI expenditure, with mining alone accounting for over 40% of total CSI expenditure. This suggests that the growth that the CSI sector experienced between 2001 and 2013 is The distribution by sector remains broadly consistent with 2014. beginning to decline.

6 nominal versus real growth in csi expenditure 8 distribution of CSI expenditure

9 Mining and quarrying 8 Nominal Retail and wholesale 7 Financial services 6 Information technology and telecommunications

e (R billion) 5 State-owned and public enterprises 4 Real Other sectors (adjusted for 3 in ation) 01020304050

2 2015 2014 % CSI expenditure CSI expenditur 1 0 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Corporate

Base year: 2001

38 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 39 Chapter one Overview of key findings the state of csi

Within Trialogue’s corporate primary research sample, giving was on the rise. The majority (59%) 11 corporates reporting non-cash giving of companies reported increased expenditure in 2015, slightly down from the 64% that reported increases in 2014. The most common reason given for increased expenditure was an increase in 100 Yes corporate profits (41%, up from 37% in 2014), followed by growing requirements of the projects 19% 13% 27% 40% 34% No funded (26%, up from 25% in 2014). Least common was a more inclusive definition of CSI or policy 80 change, with 7% each. Similarly, decreasing profits were the most often-cited reason for declining 60 budgets (55%), with policy changes (6%) the least common cause. espondent s 40 81% 87% 73% 60% 66% 20

9 Changes to CSI budgets % corporate r 0 2011 2012 2013 2014 2015 n=110 n=103 n=99 n=99 n=82 Stayed the same Decreased Corporate Increased 010203040506070 12 non-cash giving as Proportion of CSI spend 2015 2014 % corporate respondents

100 6% 5% 12% 12% 10% Non-cash Corporate 2015 n=77 / 2014 n=99 Cash e 80

The average total CSI spend rose from R51.0 million in 2014 to R57.1 million in 2015. The median – a 60 figure less influenced by outlier companies (for example, the one company claiming to spend over 94% 95% 88% 88% 90% R1 billion on CSI) – rose from R14.4 million to R16.6 million. 40

% CSI expenditur 20

0 10 distribution of CSI expenditure 2011 2012 2013 2014 2015 n=97 n=83 n=88 n=88 n=77

Median : R16.6 million Corporate 35 30 Corporate CSI cost structure held constant 25 The breakdown of corporates’ CSI expenditure by cost type remained largely unchanged from the spondent s 20 previous year. Nearly all (97%) respondents reported some of their expenditure going directly to the 15 projects they supported (2014: 100%). This direct project expenditure accounted for an average of 10 87% of companies’ total spend, down slightly from 89% in 2014. The remaining 13% of companies’

% corporate re 5 CSI expenditure went towards management and support costs. 0 Aside from direct project expenditure, no cost type accounted for more than 3% of total Less than R1m – R5m R5m – R10m R10m – R30m R30m – R50m R50m – R100m More than expenditure or was included in the budgets of more than half the respondents. R1m R100m

2014 2015

13 Breakdown of CSI expenditure by cost category Corporate 2015 n=78 / 2014 n=98

Direct project expenditure In South Africa, the BBBEE Scorecard requires large companies to spend 1% of net profit after tax Employee volunteering and staff events (NPAT) on socio-economic development (SED). In 2015, our sample again reported giving more CSI staff costs than this target, with expenditure averaging 1.7% of the previous year’s NPAT, up from 1.2% in 2014. CSI marketing and communication costs Monitoring and evaluation of projects Non-cash giving is stabilising CSI administrative costs In 2015, the trend seen in recent years of increased giving of non-cash donations reversed. Employee matched funding Approximately one-third (34%) reported non-cash giving, down from 40% in 2014 (see figure 11). Membership-based organisation fees In line with this decline, the overall proportion of non-cash giving decreased marginally to 10% Research (2014: 12%). Product and service donations accounted for the vast majority of non-cash giving. CSI governance costs Twenty-nine companies reported figures for these donations, equating to 5% of total giving and Other 95% of non-cash giving. By comparison, 14 companies quantified the value of their employees’ 100 80 60 40 20 0 020406080 100 volunteering time (less than 1% of total giving and 5% of non-cash donations). % corporate response 2015 2014 % CSI expenditure

Corporate 2015 n=77 / 2014 n=99 (multiple responses) 2015 n=77 / 2014 n=97

40 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 41 Chapter one Overview of key findings the state of csi

Geographic distribution of CSI funding and 15 Distribution of NPO support and resources by region development focus areas

National ●● Corporates are most likely to be involved in projects in Gauteng (70%), but gave the Gauteng greatest proportion of CSI funding to national causes (34%). Western Cape ●● Education continues to be supported by most corporates (92%) and received the KwaZulu-Natal greatest share of corporate funding (47%). Eastern Cape ●● Social and community development overtook education as the most common Key f inding s Northern Cape development sector among NPOs (73%). Free State ●● Companies in the sample gave to an average of 4.6 developmental sectors in 2015. Limpopo Mpumalanga In this section, we outline general findings on the geographic and development footprint of CSI. North West For more detailed information on the various development sectors, see chapter two. 60 40 20 0 010203040 % NPO support 2015 2014 % NPO resource allocation National projects continue to receive the largest portion of CSI expenditure Companies again gave to an average of four provinces in addition to their national and/or international NPO 2015 n=115 / 2014 n=170 (multiple responses) 2015 n=119 / 2014 n=170 projects. While projects in Gauteng were the most commonly supported among corporate respondents (70%), the province’s relative share of corporate funding declined slightly from 27% in 2014 to 24% in 2015. By comparison, projects with a national focus were supported by fewer respondents (62%) but Education continues to receive the greatest share of corporate support garnered a greater portion of budgets (34%, up from 29% in 2014). Corporate support for projects in Each year Trialogue asks corporate participants which development sectors they support and the Western Cape, Free State, North West Province and Limpopo fell during the year. what proportion of their CSI funding is allocated to each sector. Education was again the most Nine respondents (11% of the sample) reported international giving in 2015, with the lion’s share popular sector, with 92% of respondents supporting this sector, followed by social and community (91%) of their giving going to projects in Africa. development (74%) and health (58%). For the first time, Trialogue added disaster relief as a sector to understand how companies have responded to high-profile events. While a significant 17% of companies reported giving to these types of causes, they accounted for less than 1% of total giving. 14 distribution of corporate support and CSI expenditure by region Causes supported include floods in Cape Town, Mozambique and Malawi, as well as xenophobic attacks, the Ebola crisis and fires in Kya Sands and Cape Town. National Education again received the greatest share of total expenditure, however by a slightly smaller Gauteng margin (47%, down from 49% in 2014). Social and community development and health continued Western Cape to hold second and third positions, receiving 17% and 12% of CSI spend, respectively. Despite the KwaZulu-Natal addition of disaster relief to the research, there was little shift in the distribution of funding across Eastern Cape the development sectors; no sector gained or lost more than 5% of funding from 2014. Companies Free State reported giving to an average of 4.6 different development sectors, up slightly from 4.5 in 2014. North West Limpopo Mpumalanga 16 Distribution of corporate support and csi expenditure by development sector Northern Cape International Education 80 60 40 20 0 010203040 Social and community development % corporate support 2015 2014 % CSI expenditure Health Food security and agriculture Corporate 2015 n=76 / 2014 n=99 (multiple responses) 2015 n=76 / 2014 n=92 Environment Entrepreneur and small business support Sports development The NPO funding footprint of our sample is concentrated in Gauteng and the Western Cape. Arts and culture Whereas the proportion of NPOs operating in Gauteng declined marginally from 50% in 2014 to 49% Non-sector speci c donations and grants in 2015, 30% of NPO resources went to the province (2014: 26%), with only 15% allocated to national Housing and living conditions projects (2014: 13%) (see figure 15). Disaster relief Comparing NPO funding with corporate funding, a significantly larger portion of NPO funding Safety and security was directed to projects in the Western Cape (21% as compared to 11% of corporate funding), Other but this is most likely due to our NPO sample being drawn predominantly from Gauteng and the 100 80 60 40 20 0 01020304050 Western Cape. NPOs in the 2015 sample reported supporting an average of two provinces, down % corporate support 2015 2014 % CSI expenditure from three in 2014. Corporate 2015 n=78 / 2014 n=99 (multiple responses) 2015 n=78 / 2014 n=92

42 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 43 Chapter one Overview of key findings the state of csi

NPO respondents follow a similar, but not identical, development footprint to their corporate counterparts. Social and community development overtook education as the most common area 18 CSI funding channels of focus, with 73% and 71% of NPO respondents, respectively, supporting these sectors. (2014: 57% and 62%). In 2015, NPO respondents were involved in an average of 4.5 development sectors, more Non-pro t organisations than double the 2014 sample’s average of two sectors. Government institutions For-pro t service providers Government departments 17 npo support by development sector Industry initiatives Religious institutions Social and community development Political parties Education Community trusts Health Other Entrepreneur and small business support 100 80 60 40 20 0 0102030405060

Food security and agriculture % corporate support 2015 2014 % CSI expenditure Arts and culture

Sports development Corporate 2015 n=79 / 2014 n=99 (multiple responses) 2015 n=79 / 2014 n=97 Environment Housing and living conditions Companies give multiple grants to many organisations Safety and security Corporate respondents were more likely to distribute their CSI funding to many organisations than Disaster relief to just a few. Whereas only 11% reported giving to less than five organisations during the year Other (2014: 10%), 17% gave to more than 100 organisations, up from 12% in the previous year. Most 01020304050607080 companies gave to between 21 and 50 organisations (28% of companies, up from 24% in 2014).

2015 2014 % NPO support The number of grants followed a nearly identical trend, with the greatest proportion (28%) of companies making between 21 and 50 separate grants in the year (2014: 27%), followed by more NPO 2015 n=118 / 2014 n=171 (multiple rsponses) than 100 grants (27%, up from 24% in 2014). Eleven percent of companies made less than five grants (2014: 8%). These findings reinforce the notion that corporates continue to embrace CSI strategies that allow for multiple grants. Corporate relationships with NPOs

●● The vast majority of corporate respondents (90% of the sample) channelled a significant 19 Number of organisations supported and grants made proportion of CSI funding (52%) to NPOs. Number of organisations supportedNumber of grants made ●● While NPOs are most likely to have corporate donors (66% of the sample), government surpassed companies as the largest source of funding (20%) to NPOs. More than 100 ●● NPOs are accessing funding allocated to BBBEE Scorecard requirements, most 51 – 100 Key f inding s commonly socio-economic development, cited by 82% of respondents. 21 – 50 ●● Companies are giving multiple grants (70% gave more than 20 grants during the year) to 11 – 20 many organisations (58% gave to more than 20 organisations). 6 – 10 Less than 5 Don't know NPOs remain corporates’ preferred funding channel 30 20 10 0 0102030

NPOs remained the favourite channel through which corporates directed their CSI expenditure, % corporate respondents 2015 2014 % corporate respondents though the proportion of respondents giving to NPOs (90%) has declined from a high of 100% in 2014. The overall proportion of funding (52%) going to NPOs has also fallen marginally from 56% Corporate 2015 n=76 / 2014 n=99 2015 n=75 / 2014 n=99 in the previous year. Government institutions (including schools, universities, hospitals and clinics) and for-profit service providers both gained in 2015 with 75% and 39% of corporates giving to these Companies prioritise partner selection and strengthening types of organisations (up from 70% and 28% in 2014), respectively. Least popular were political We asked companies how important various factors were to the success of their CSI programmes. parties – to whom no respondents reported making contributions – and religious institutions, Based on their responses, it seems that companies were prioritising the strengthening of grantee which received contributions from only 3% of companies, accounting for less than 1% of all giving organisations (80% rated ‘providing support that will strengthen grantee organisations’ as ‘very (see figure 18). important’). Nearly as critical was selecting the right partner, or ‘funding projects that have a high In 2015, Trialogue asked respondents about their contributions to community trusts. These probability of success’ (79% rated ‘very important’). Few companies (12%) believed that providing structures were supported by 5% of the respondents, amounting to 1% of expenditure. For more on risk capital (funding untested approaches or organisations) or seeking long-term government these companies’ management of community trusts, see page 51. commitment for their projects (20%) was very important.

44 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 45 Chapter one Overview of key findings the state of csi

Most NPOs reported growing income 20 relative importance of CSI success factors to corporates The majority (65%) of NPO respondents reported increased income in 2015. However, the proportion of NPOs whose income decreased has grown from 23% in 2014 to 30% in 2015. Provide support that will strengthen grantee organisations so that they can achieve greater impact Fund projects that have a high 22 Changes in NPO income probability of success Fund projects that have an expressed aim of inuencing government policy and practice 100 9% 5% Stayed the same Co-ordinate resources and actions with other companies or funders that are Decreased 80 23% 30% working on the same issue(s) Increased Fund projects where there is a government commitment to take on 60 running costs after exiting

Provide risk capital (i.e. fund unproven espondent s approaches or emerging organisations) 40 68% 65% 020406080 100

% NPO r 20 % corporate response

Not important Moderately important Very important Don’t know 0 2014 2015

Corporate 2015 n=75 NPO 2014 n=171 / 2015 n=108

Corporate willingness to discuss certain topics varied widely Government surpasses corporates as the top source of NPO income Open and constructive dialogue is an important aspect of maintaining strong working relationships. Within our sample, the NPO funding landscape has changed notably since 2014. Corporates, Corporate willingness to discuss certain topics, however, varied widely. Whereas more than half the the most common source of NPO funding in 2014, have been surpassed by the South African respondents were willing to discuss expanding programmes (84%), multi-year funding (71%), general Government as the largest source of NPO income. The former dropped from 22% in 2014 to 18% operating support (61%) and acquiring/renovating a new facility (53%), less than 20% were open to in 2015, whereas the latter nearly doubled from 11% to 20% during the same period. This was likely discussing paying off loans (5%) or funding reserves for fixed assets (17%) or other non-operational fuelled by a sharp increase in the proportion of respondents that received funding from government uses (16%). A surprising 9% were not willing to engage in open dialogue on any of these topics. (63%, up from 45% in 2014). It is important to note that these changes may be due to the different In the NPOs’ experience, companies were not as eager for discussion. One-quarter (25%) of the sample of NPOs responding to the survey in 2015. NPO income from private individuals and NPO sample reported that their corporate partners were unwilling to engage in open dialogue. The self-generated funding declined by more than 5%, whereas income from trusts and foundations most-often discussed topic, according to NPOs, was expanding programmes (61% of respondents), increased from 9% in 2014 to 13% in 2015. Investment income, while only accounting for 2% of followed by multi-year funding (50%) and general operating support (49%). total NPO income, was nevertheless relatively common among NPO respondents, with 38% citing it as a source of income. Other sources of income included churches and proceeds from the sale of property. 21 discussion topics

23 npo income by source Expanding programmes Multi-year funding SA Government General operating support SA corporates Acquiring or renovating a facility SA trusts/foundations Working capital (cash ow needs) Private individuals Flexible capital for organisational change/growth Foreign independent donors Developing reserves for operating needs Self-generated Developing reserves for long-term facility or xed asset needs Foreign state donors Reserves for other purposes The National Lotteries Board Not willing to engage in open dialogue with NPOs on any of these topics Intermediary NPOs Paying off loans Investment income 100806040200 020406080 Debt Other % corporate response % NPO response 80 60 40 20 0 0510 15 20 25

Corporate/NPO 2015 n=75 (multiple responses) 2015 n=80 (multiple responses) % NPO response 2015 2014 % NPO income

NPO 2015 n=93 / 2014 n=170 (multiple responses) 2015 n=93 / 2014 n=170

46 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 47 Chapter one Overview of key findings the state of csi

Self-generated income accounts for most income growth Whereas the year-on-year data presented above shows the difference in income among two 25 Months of operating costs in reserve different samples, within this year’s sample, the greatest proportion of respondents’ incomes grew as a result of increased self-generated income (62%) and funds received from corporates (51%). On More than three years the other hand, intermediary NPOs (43%) and the National Lotteries Board (41%) were the most One to three years commonly cited sources of income decline. Six to 12 months Three to six months Less than three months 24 Sources of growth or decline in NPO income No reserves Don't know Self-generated Stayed the same 0510 15 20 25 30 SA corporates Decreased % NPO respondents Investment income Increased Private individuals SA trusts/foundations NPO 2015 n=98 SA Government Foreign state donors Foreign independent donors The National Lotteries Board 26 funding overhead costs Debt Intermediary NPOs Other Overheads included in project budgets 020406080 100 General donations % NPO response Self-generated income Draw on reserves NPO n=13-77 (depending on category) A funder speci cally paid for overheads Interest from an endowment NPOs maintain many relationships to secure private and corporate funding Debt Other The number and depth of relationships that NPOs form with donors varied greatly depending on 01020304050607080 their fundraising approach. Average figures were heavily influenced by outlier organisations claiming to maintain as many as 150 000 relationships with funders. The median figures, less influenced by % NPO response these outliers, nonetheless show that fundraising from private individuals typically created more NPO 2015 n=98 (multiple responses) relationships to maintain (12 in 2015 and 2014). NPOs are accessing BBBEE Scorecard funding Table 1: Median number of donor relationships NPOs are capitalising on BBBEE Scorecard requirements in securing their funding from companies. 2015 2014 (n=54-92, depending (n=32-131, depending Socio-economic development (SED) was the most common element of the Scorecard for accessing on category) on category) funding, with 82% of NPO respondents; however, nearly a third (31%) of respondents were drawing Private individuals 12 12 on skills development funds and a quarter (25%) drew on enterprise and supplier development funding. SA corporates 5 5 SA trusts/foundations 3 3 Foreign independent donors 2 2 27 BBBEE scorecard elements as a source of NPO funding Foreign state donors 2 2 Intermediary NGOs 1 1 Socio-economic development SA Government 1 1 Skills development The National Lotteries Board 1 1 Enterprise and supplier development Other 3 2 Don't know 020406080 100 NPOs hold modest reserves % NPO response Nearly three-quarters (72%) of NPO respondents held funds in reserve. Most NPOs in the sample had three to six months of reserve funds (27%). Eighteen percent reported less than three months and 6% claimed to hold more than three years of reserve funding (see figure 25). NPO 2015 n=83 (multiple responses) Overhead costs most often included in project budgets More than half the NPO respondents included overhead costs in project budgets (77%) and used general donations to cover these costs (63%). Less common was using interest from an endowment (15%) or having a funder who specifically agreed to cover overheads (24%).

48 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 49 Chapter one Overview of key findings the state of csi

Management activities reflect a dynamic NPO environment Of the 22 companies that administered CSI through a foundation (in the form of a non-profit Trialogue asked NPO respondents what strategic management activities they undertook during company or a trust), most (55%) served as predominantly pass-through structures whereby more than 2015 as well as what they have planned for 2016. The results showed that NPOs were taking 75% of the annual funding came directly from the company. Less common were endowed structures a critical look at their financial and strategic direction. More than three-quarters of the NPO (19%) or hybrid models (19%). sample (76%) claimed to have changed the way in which they raise and spend funds during the year, and two-thirds (66%) expected to do the same in the coming year. This may be guided by the long-term strategic or financial reviews that were conducted by 72% of respondents 29 governance structure of Csi function in 2015 (71% planned to do this in 2016). These results differed substantially from those of a similar 2015 survey undertaken by the Non-profit Finance Fund in the United States, which found that only 17% changed the way they raised money in the past 12 months and 26% 6% Registered as non-profit company planned to do so in the coming 12 months. Similarly, only 29% of the American respondents 11% CSI responsibility within another department of the company 28% Registered as a trust conducted long-term strategic planning during the year, and 41% expected such reviews in the 55% CSI department within the company next year. Trialogue’s NPO respondents appear to be undergoing significant change. One-third (34%) claimed to have undergone organisational restructuring during the year with 38% expecting it in 2016. This is more than twice the proportion of American respondents who underwent restructuring % corporate respondents (16% in 2015 and an anticipated 16% in 2016). Fifteen percent of the South African NPOs surveyed Corporate 2015 n=79 had to dip into their reserve funds during the year, and even more (28%) expected to do so in 2016.

Respondents employed up to 50 staff in their CSI function, with an average of 6.6 employees (down 28 management activities undertaken and/or planned by npos slightly from 6.9 in 2014). The median staff size has remained constant at three employees in 2015 and 2014. On the whole, these functions tend to be lean but growing; 19% are staffed by less than two employees, down from 26% in 2014. The outlier organisations, such as the trust with 50 staff, Change the ways in which we raise and spend money Conduct long-term strategic or nancial planning typically employed project staff members to execute their CSI interventions. Advocate to government Community trusts are uncommon Use outside help to improve nancial knowledge or capacity Upgrade software and/or hardware to improve ef ciency Only five companies in the sample had established community trusts to fund and implement local Seek funding other than grants interventions. Of these five respondents, four provided detail on their experiences with their largest Undergo organisational restructuring trust. Three had a single community trust, while one had three such trusts. Two reported that their Collaborate with another to reduce administrative expenses largest trust received income in the form of company dividends in 2015, whereas the other two Use reserve funds earned income from their investments during the same period. Only two distributed funds during 01020304050607080 the year, with no correlation between the type of income earned and the decision to distribute funds. The trusts were overseen by a combination of local community and company representatives 2015 2016 % NPO response who serve as trustees. The boards of trustees ranged from five to 11 members with an average of

NPO 2015 n=95 / 2016 n=95 (multiple responses) seven trustees. Women were well represented on the respondents’ largest community trusts, with half the trustees on average being women. One of the trusts had a local government representative as a trustee and none had traditional leaders or outside professionals as trustees. One trust had Governance and structure representatives from academia and BBBEE partners as trustees. CSI managed and funded independently outside of South Africa ●● Stand-alone departments were the most common management structure for CSI (55%), More than half (59%) of corporate respondents had operations in at least one African country outside followed by registered trusts (28%). of South Africa and, of these, a further half (51% or 28 companies) had CSI programmes in these ●● CSI functions tend to be lean but growing; 19% were staffed by less than two other countries. Strategy for these programmes is most often set independently by each country’s employees, down from 26% in 2014. own head office (42% of respondents), with an even greater proportion of budgets located in these ●● Only five companies reported establishing community trusts. These received income offices (64%). However, more than a quarter (26%) had their strategy set by the South African head Key f inding s from company dividends (50%) or investment income (50%). office, with 24% of the budgets also sitting within South African operations (see figure 30). ●● The strategy and budget for CSI outside of South Africa was most commonly set within With CSI programmes spanning borders comes various opportunities for taking advantage each country’s head office. of synergies, learnings and scale. Most common of these were a shared CSI strategy (76% of ●● NPOs were most often registered with the Department of Social Development (83%). respondents), common focus areas (59%), and centralised CSI reporting (28%). While the high prevalence of shared strategy may contradict the finding that strategy is most often set at each country’s home office, the difference can be explained by pointing out that there were some CSI most commonly managed through a separate department elements of a shared strategy with adjustments at a country level. This approach ensures that Companies can manage CSI through a number of structures. The most common approach – strategy benefits from company-established best practice while still maintaining local relevance. among more than half (55%) of respondents – was to situate CSI as a separate department within the company. Less common (11%) was the practice of housing CSI within another department. Nearly one-third of corporate respondents (28%) managed CSI through a registered trust, with the remaining 6% establishing a non-profit company for CSI purposes.

50 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 51 Chapter one Overview of key findings the state of csi

30 location of African countries’ CSI strategy and budgets 32 linkages with csi programme

CSI strategy CSI budgets No linkage Each country's own head of ce CSI projects fed into the skills development programme South African head of ce Managed by the same people Regional head of ce Used the same service providers International head of ce Other 60 40 20 0 020406080 020406080

% corporate respondents % corporate respondents Skills development % corporate response Enterprise and supplier development Corporate 2015 n=31 2015 n=25 Corporate 2015 n=66 (multiple responses)

Weak link between CSI and skills development, enterprise and supplier development with little change expected 33 anticipated impacts on relationship between csi and skills development The Department of Trade and Industry’s (dti) BBBEE Codes of Good Practice are designed to encourage transformation of the country’s business sector through a number of practices, including investment in socio-economic development (SED). In their most recent verifications, 48% of No change expected corporate respondents received the full five points for SED, down from 63% in the previous year. Greater integration between CSI and skills development Giving among these respondents averaged 1.1% of NPAT. Expenditure on skills development through CSI will increase Expenditure on skills development through CSI will decrease Less integration between CSI and skills development Don’t know 31 SED score BBBEE codeS of good practice Revisions made to the dti BBBEE Codes of Good Practice are expected to raise the 0102030405060 compliance bar. The following are the key changes of the three elements most closely % corporate response related to CSI: 48% 5 ●● 3% 4 Socio-economic development (SED): Largely unchanged in the revised Codes. Corporate 2015 n=54 (multiple responses) 15% 3 Companies must spend 1% of net profit after tax (NPAT) to obtain the five points 3% 2 assigned to this element. Seventy-five percent of the beneficiaries must be black. The relationship between CSI and enterprise development closely mirrors that of CSI with skills 18% Not applicable ●● Skills development: Increased targets and points in the revised Codes include 13% Don’t know a required 6% of payroll allocated for training of black people and 2.5% of total development. Most respondents (60%) reported no linkage between the programmes; however, the permanent employees to obtain the 20 (+5) points assigned to this element. Training most common linkage was for CSI to feed into companies’ ED programmes (23% of respondents). must be accredited to qualify and companies are required to train a combination of Two-thirds of companies (66%) did not expect the revised BBBEE Codes to impact this % corporate respondents employed and unemployed beneficiaries to get full points. relationship. Among those who did anticipate change, it was most often in the form of greater ●● Enterprise and supplier development: Companies must spend 1% of NPAT on integration (26% of the sample) and increased ED expenditure (15%). enterprise development (ED) and 2% of NPAT on supplier development to receive the maximum score for this element, which has increased to 40 points. Corporate 2015 n=78 34 anticipated impacts on relationship between csi and enterprise development

We asked corporate respondents how their CSI activities relate to skills development and enterprise No change expected and supplier development, and how changes in the Codes will affect their practices. Greater integration between CSI and ED While the greatest proportion (47%) of companies reported no linkage between their CSI Expenditure on supporting small businesses through CSI will increase and skills development programmes, nearly the same amount of respondents (42%) used their Expenditure on supporting small businesses through CSI will decrease CSI programmes as a feed-in to their skills programmes. This afforded them a more targeted Less integration between CSI and ED development of a pipeline of talent from which to ultimately draw employees (see figure 32). Don’t know

Most companies (60%) foresaw no change to the relationship between skills development and 010203040506070 CSI as a result of the revised BBBEE Codes. Greater integration between the functions was the most frequently anticipated change (19% of respondents), while a mere 7% expected expenditure on skills % corporate response development through CSI to increase (see figure 33). Corporate 2015 n=69 (multiple responses)

NPOs more formally structured NPOs within our sample were more formally structured than in 2014, with a growing proportion reporting some type of registration. Eighty-three percent were registered as non-profit organisations with the Department of Social Development, and nearly three-quarters were registered as public benefit organisations (PBO) with Section 18A status (71%, up from 65% in 2014) or as a PBO (70%, up from 58%).

52 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 53 Chapter one Overview of key findings the state of csi

Company volunteering events, while declining both in use and employee participation, nevertheless 35 registration status of NPOs remained the most common form of volunteering (60% of corporates, down from 82% in 2014) and the type with the greatest employee participation (16%, down from 18%). Registered as an NPO with the DSD Registered as a PBO with Section 18A status with SARS Registered as a PBO with SARS 37 Employee volunteerism type and participation Registered as a NPC with the CIPC Voluntary association of persons, with a founding constitution Company volunteering initiatives Registered trust Fundraising and collection drives South African branch of an international organisation Time off for individuals to volunteer Other Volunteering matched funding 020406080 100 Give-as-you-earn schemes 2015 2014 % NPO response Pro bono work Employee matched funding NPO 2015 n=118 / 2014 n=171 (multiple responses) Other 100 80 60 40 20 0 0510 15 20 Employee volunteer programmes % corporate response 2015 2014 % employee participation

Corporate 2015 n=53 / 2014 n=72 (multiple responses) 2015 n=53 / 2014 n=72 ●● The majority of companies had formal employee volunteering programmes, however this proportion continued to decline (70%, down from 73% in 2014 and 78% in 2013). Monitoring and evaluation ●● Company volunteering events remained the most common form of volunteering (60% of corporates) and the type with the greatest employee participation (16%). Key f inding s ●● NPOs are increasing their measurement at all levels of the programme logic model. More than half (53%) of the sample claimed to track impacts. Employee volunteering programmes popular, but on the decline ●● Companies also increased measurement across all fronts, with more than two-thirds Through their employee volunteer programmes (EVP), corporates can build employee engagement measuring outputs, outcomes and impacts. and support charitable causes. If they are able to track and quantify the value of employee time, ●● M&E data is most commonly used for reporting purposes. Nearly all (93%) corporates they can also include this in their socio-economic development expenditure for BBBEE Scorecard Key f inding s were reporting findings to their board, and two-thirds (66%) were reporting to other purposes. Despite these clear benefits, the prevalence of EVPs has been on a slow decline. From a stakeholders. peak of 78% of respondents having these programmes in 2013, 70% claimed to have EVPs in 2015.

Through monitoring and evaluation (M&E), companies can gain an understanding of the results of their social investments and NPOs can understand the efficacy of their interventions. M&E should, 36 corporates with employee volunteer programmes therefore, form an important part of the working relationship between funders and grant recipients. In 2015, Trialogue again asked corporate and NPO respondents about their approach to M&E. 100 No 22% 27% 30% Yes 80 programme logic model The programme logic model is a tool used by funders and fundees alike to gauge the results of social 60

spondent s investments. It is comprised of the five levels of measurement outlined below. ●● Inputs: All resources (human, financial and other) that are allocated to specific activities (e.g. staff time, 40 78% 73% 70% infrastructure, vehicles, funding and supplies). ●● Activities: Purposefully designed actions that transform inputs into specific outputs (e.g. distributing 20 supplies, training people, donating equipment, building infrastructure, counselling patients and % corporate re feeding learners). 0 2013 2014 2015 ●● Outputs: Direct results of activities. These are short-term results that are immediate, visible and concrete (e.g. number of people trained, supplies distributed or community members treated). ●● Outcomes: Specific changes in behaviour, knowledge, skills or wellbeing. These are medium-term Corporate 2013 n=103 / 2014 n=99 / 2015 n=77 developmental results that are the consequences of achieving a specified combination of short-term inputs (e.g. behaviour change, new knowledge or skills, improved grades, improved access to health Volunteering formats in flux services or improved self-esteem). In line with the decline of EVPs in the 2015 sample, the volunteering landscape underwent notable ●● Impacts: Broader long-term consequences of the project. These include community, societal or shifts during the year. Company use of organised volunteering events, fundraising and time off for system-level changes that are the logical consequence of a series of medium- and short-term results individuals declined notably from 2014 to 2015. Employee participation, on the other hand, showed (e.g. improved effectiveness of education system, reduction of HIV prevalence, more educated or healthier population, or increased capacity). substantial growth in some areas, namely volunteering matched funding (an average of 11% of the workforce, up from 1% in 2014), give-as-you-earn schemes (8%, up from 3%) and pro bono work (8%, up from less than 1%).

54 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 55 Chapter one Overview of key findings the state of csi

Measurement on the rise, perhaps over-reported M&E data most commonly used for reporting In 2014, we reported a surprisingly high rate of corporate and NPO measurement for all CSI projects. Companies are using the data gathered through M&E in a number of ways. Nearly all corporate This trend appears to have continued in 2015, with the rate of measurement generally increasing respondents (93%) were reporting findings to their board, and two-thirds (66%) were reporting to among both corporate and NPO respondents. other stakeholders. The information was also informing project design among 72% of corporate The proportion of NPO respondents measuring outputs, for example, nearly doubled from 49% respondents and strategy formulation among 66%. Less common was sharing findings with in 2014 to 90% in 2015. The only exception to the upward trend in measurement was when it came to government (31%) and other grantmakers (29%), perhaps indicating a missed opportunity for sharing measuring outcomes, with slightly fewer NPOs measuring outcomes in 2015 (72%, down from 77% in learnings and influencing change beyond their organisation. 2014). In 2015, we again asked NPOs how they funded their M&E activities. Few NPO respondents (20%) received funds specifically allocated to M&E (2014: 17%). Instead, they included M&E in each project’s budget (58%, up from 45%) and/or funded M&E out of operating costs (57%, up from 54%). 40 Use of M&e data

38 levels of measurement for all csi projects Reporting to the board Planning/revising programmes/projects Reporting to grantees/stakeholders Impacts Planning/revising strategies Outcomes Inuencing public policy or government funding choices Outputs Sharing ndings with other grantmakers Activities Data not used Inputs 020406080 100 100 80 60 40 20 0 020406080 100 % corporate response % corporate response 2015 2014 % NPO response

Corporate 2015 n=68 (multiple responses) Corporate/NPO 2015 n=75 / 2014 n=98 (multiple responses) 2015 n=98 / 2014 n=171 (multiple responses)

A 2014 study conducted by the Grantmakers for Effective Organisations (GEO) polled 629 American Although the incremental change among corporates was not as large, the proportion of corporate foundations and found US grantmakers markedly more prepared to share their findings with their respondents measuring each aspect of the logic model nevertheless increased during the year. peers (49%). This is an important lesson for South African corporates to consider, as sharing findings In Trialogue’s experience, these rates do not reflect the level of measurement seen among South provides a valuable opportunity to improve on successes and challenges, with the beneficiaries African corporates and NPOs and are likely to be overstated, particularly for outcomes and themselves standing to gain the most from the collaboration.  impacts, which require relatively robust data collection processes and significant commitment to capture results over time. It is possible that the surprisingly high response can be attributed to a misunderstanding of the logic model terms. Of those measuring outcomes, nearly two-thirds (61%) of the corporates claimed to measure outcomes for all grants, regardless of size (2014: 51%). Even more NPOs (82%) reported measuring outcomes for all projects (2014: 85%).

39 measurement of outcomes

All grants regardless of size Only grants larger than a speci c threshold Only grants made for a speci c strategic CSI project Only grants made in a certain development sector Only grants larger than a speci c threshold and in a speci c sector Not measured for any projects 70 60 50 40 30 20 10 0 020406080100

% corporate response 2015 2014 % NPO response

Corporate/NPO 2015 n=74 / 2014 n=99 (multiple responses) 2015 n=92 / 2014 n=130 (multiple responses)

Most surprising is that among the corporates making more than 100 grants, 45% claimed to measure outcomes for all grants. In Trialogue’s experience, doing so would prove to be prohibitively time- and resource-intensive. Companies are getting more M&E experience under their belt. Nearly half (49%) reported having measured outcomes for more than five years and a further 30% claimed to have been tracking them for between three and four years. A similar proportion of non-profit organisations reported having measured outcomes for the same length of time (52% and 22%, respectively).

56 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 57 Promoting literacy as the cornerstone of all learning

ince its inception a quarter of a century ago, the Adds Maliza: “Once the baseline study is completed, VWSA Volkswagen Community Trust has had a rich history of will be partnering with the Department of Basic Education, responsive and relevant community investment. This academic institutions such as Rhodes University and the Nelson hasS led to a strong focus on education and youth development, Mandela Metropolitan University, as well as leading literacy specifically in Uitenhage, Eastern Cape. experts like the Shine Centre and DG Murray Trust, to design a programme to help us reach our ultimate goal. We want to In commemoration of its 25th anniversary, VWSA recently equip the schools and children of Uitenhage with the necessary launched a flagship campaign aimed at promoting functional tools and resources to be able to read with meaning before the literacy in the first ten years of a child’s life. “VWSA is committed end of grade 3.” to making a real difference in South Africa,” says Nonkqubela Maliza, Director Corporate and Government Affairs at Volkswagen of South Africa. “In partnership with the community and a wide range of stakeholders and experts, we want to “The ability to read for meaning and ensure that by the end of grade 3, all the learners in the pleasure is arguably the most important Uitenhage area are able to read with meaning.” skill children learn in primary school.” Few South Africans choose to read Dr Nicholas Spaull In a 2013 NEEDU survey of 214 rural schools in South Africa, 11% of grade 5 students could not read a single word in English. Encouraging the joy of reading Minister of Basic Education, Angie Motshekga, has admitted The launch took place on 2 – 3 September 2015, coinciding that the education sector in South Africa is in poor shape and with National Book Week. Two hundred preschool learners failing those in need of it most. According to the department’s from the area were invited to attend a Children’s Book Fair latest research, pupils are typically performing at least two years on the first day of the event, celebrating the sheer joy of below their required level, leading to major problems at a senior reading and its endless possibilities. Guests were treated phase. The poor culture of reading that exists in South Africa to an interactive programme that included singing, a yoga exacerbates this dilemma. World reading rankings and statistics session, a drama re-enactment by a local troupe and a variety place the country very low, with 65% of South Africans choosing of fun group activities. This was followed by an intensive not to read, and fewer than 10% considered advanced readers. one-day conference for 180 invited guests, bringing together “The rationale behind launching a functional literacy government, NGOs, literacy partners, and private, public and programme is to draw attention to the importance of basic community stakeholders. An inspiring line-up of speakers literacy skills as the foundation for learning, and to instill included Elinor Sisulu, director of Puku Children’s Literature a love of reading and writing from a young age,” explains Fund; the author of May I have this Dance, Connie Ngcaba; VWSA’s Maliza. “In order to realise the maximum benefit of all poet Madoda Ndlakuse; and a host of language and educational development interventions, the best investment literacy experts. starts in the children’s formative years of life by promoting early The day’s proceedings focused on topical issues in the language language development and literacy through reading, writing development and literacy fields, such as the importance of and storytelling.” getting reading right from an early age; home language literacy “The ability to read for meaning and pleasure is arguably vs English literacy; training teachers who are knowledgeable the most important skill children learn in primary school,” about the processes involved in learning to read and know adds education researcher and lecturer, Dr Nicholas Spaull. practically how to teach reading; and the need for libraries to be “Almost all future learning will depend on this fundamental centres of excellence for multilingual children’s literature. understanding of the relationship between print and the spoken language.” Initially, a baseline study will be conducted to determine the reading, writing and comprehension skills of learners at the targeted schools in Uitenhage, to identify the primary factors contributing to the learners’ poor performance and inability to read with meaning. It will also set guidelines as to what (Above: L to R) Minister of Basic Education, Angie Motshekga, a ‘functionally literate’ student is, and recognise the tools Thomas Schaefer, Managing Director Volkswagen SA and and resources required to improve literacy levels. Notably, Nonkqubela Maliza: Director Corporate & Government Affairs success factors will be used as a critical reference point for the Volkswagen SA, at the launch of the new campaign to promote monitoring and evaluation processes, to enable the full impact functional literacy in the first ten years of a child’s life. of the initiative to be assessed throughout the project. Chapter one the state of csi

Among companies surveyed, Gift of the Givers was most often named as having the greatest impact (nine mentions), followed by Afrika Tikkun with seven mentions. Nationally and internationally oriented organisations featured prominently, possibly reflecting a preference for larger NPOs with proven track records, scale and concerted marketing efforts. Whereas NPO research participants formed somewhat of a consensus around the top corporates (24 mentions for the top company), their rating of NPOs was far more varied, with the top-ranked Company and NPO – Cancer Association of South Africa – receiving only seven NPO mentions. Table 4: Companies’ ranking of NPO Table 5: NPOs’ ranking of NPO developmental impact developmental impact NPO NPO Number of NPO reputations Corporate NPO Number of ranking mentions ranking mentions 1 Cancer Association of South Africa 7 1 Gift of the Givers 9 2 Nelson Mandela Foundation 6 2 Afrika Tikkun 7 or years, Trialogue has measured companies’ reputation for developmental impact 3= Equal Education 5 3 READ 4 Liv Village through its corporate and NPO surveys. While not a valid gauge of actual impact, it 4= Ilifa Labantwana 3 SOS Children's Villages nevertheless illustrates which organisations are communicating their interventions and F Maths Centre Wildlands Conservation Trust receiving the reputational benefits as a result. MES 7= Red Cross 4 In 2015, we expanded the reputation component of our research to include corporates’ and National Education Shine NPOs’ impressions of the good work that the NPO sector is doing. Similar to the corporate rankings, Collaboration Trust Red Cross 9= Afrika Tikkun 3 we asked respondents to list three organisations they feel are having the greatest impact and we Gift of the Givers ranked top companies/NPOs by the number of mentions they received. This section describes the Inyathelo findings. Nelson Mandela Children's Fund Wordworks Anglo American again tops corporate and NPO rankings Zimele Zoe Life Non-profit organisations and corporates alike agreed that Anglo American continues to have the greatest developmental impact. There was a great deal of consensus, as most companies were named on both lists. The exceptions were Pick n Pay, which appeared only on the NPO list, and MTN, Transnet, Telkom and MultiChoice, which did not feature on the NPO list. Ubuntu report Nearly all of the names ranking highly for reputation are regular features of this annual exercise; The Ubuntu Report was compiled by WhyFive, a consumer Corporate ranking however, 2015 marks MultiChoice’s first time on the corporate list. With a smaller sample of insights business focused on syndicated landscape surveys and 1 Woolworths corporates participating in this year’s research, the number of mentions received by top companies market reports. Findings of this report were based on survey 2 Pick n Pay responses received from 25 599 individuals. These respondents declined accordingly. Despite a similar decrease in NPO participation, the number of mentions for 3 KFC were selected from over two million people contacted through top companies on the NPO list remained similar to previous years, suggesting a greater degree of large national corporate databases. They also represent the 4 Lead SA consensus in 2015. top 30% of South Africans responsible for more than 86% of all 5 Nedbank consumer spending in the country. The table alongside shows 6 SA Breweries Table 2: Companies’ ranking of Table 3: NPOs’ ranking of corporate the results for the question about which company respondents corporate developmentAL impact development impact 7 Shoprite most admired. From WhyFive’s research, consumer-facing 8 Spar Corporates Company Number of NPO Company Number of brands did well, with retailers and banks topping the list. 9 Coca-Cola ranking mentions ranking mentions 10 First National Bank 1 Anglo American 8 1 Anglo American 24 2=* Vodacom 7 2 Nedbank 16 Nedbank 3 Woolworths 12 4 Old Mutual 6 4 ABSA 9 5 MTN 5 5= Old Mutual 7 Sunday times top brands Social Investment Award – Top 10 6= Transnet 4 SAB Miller Similar to previous years, the 2015 Sunday Times Top Brands SAB Miller Standard Bank Report was compiled by TNS South Africa. This report was 1 Coca-Cola First Rand Vodacom based on interviews with 3 493 individuals from metropolitan 2 Shoprite 9= Woolworths 3 9= Pick n Pay 6 and non-metropolitan areas, plus surveys conducted with 3 Eskom 300 business leaders. Respondents were randomly selected. Telkom RMB 4 Pick n Pay Standard Bank Questions asked included one on which company was doing the 5 SAB most for community upliftment. Like last year, consumer brands MultiChoice *= Denotes equal rankings. Eskom were highly esteemed, with retailers, telecom providers and 6 Vodacom state-owned enterprises coming out on top. 7 MTN Impressions of top NPOs are more varied 8 Transnet Corporates and NPOs differed more notably in their impressions of leaders within the non-profit 9 Telkom sector. Only three organisations featured on both lists: Gift of the Givers, Afrika Tikkun and the 10 Spar

African Eyes Photography / Heifer International Red Cross.

60 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 61 5002451E Eskom CSI Handbook Print Ad DPS FA.pdf 1 10/1/15 3:47 PM Chapter one the state of csi

2014/15 2013/14 published published Company name RSA RSA 2014/15 focus areas reported Source of 2014/15 data spend spend (not in order of investment) R (million) R (million) Blue Label Telecoms 5.1 4.2 HIV/Aids, youth development and education Blue Label Integrated Annual Report 2014, page 83 Business Connexion 8.2 4.4 Education Business Connexion Integrated CSI expenditure Group Report 2014, page 39 Capitec Bank 5.1 2.2 Education, financial literacy and community Capitec Bank Holdings Integrated Holdings development Annual Report 2015, page 19 Clicks Group 9.5 13.8 Health and wellbeing Clicks Group Integrated Annual per company Report 2014, page 48 Coronation Fund 19.0 15.0 Education Coronation Fund Managers Integrated Managers Annual Report 2014, page 53 Curro Holdings 44.0 33.6 Community development Curro Integrated Annual Report 2014, 2014/15 2013/14 page 7 published published 2014/15 focus areas reported Source of 2014/15 data Company name RSA RSA (not in order of investment) Datatec 7.0 5.0 Education and ICT infrastructure Datatec 2015 Integrated Report, spend spend page 85 R (million) R (million) Discovery Holdings 61.2 29.9 Health Discovery Sustainable Development ADvTECH 84.2 74.0 Education ADvTECH 2014 Integrated Annual Report, page 38 Report, page 19 DRDGOLD 26.0 16.0 Education, health, job creation, skills development, DRDGOLD Integrated Report 2014, AECI 10.0 10.0 Community development, education AECI Integrated Report 2014, page 29 housing and the environment page 52 African Oxygen 7.0 10.0 Education, job creation, income-generating projects African Oxygen Integrated Report Eqstra Holdings 6.0 2.0 Education and skills development Eqstra Holdings Integrated Annual (Afrox) 2014, page 49 Report 2014, page 45 African Rainbow 282.5 168.5 Poverty alleviation, job creation, education, welfare and ARM Integrated Annual Report 2014, Exxaro Resources 88.05 57.0 Infrastructure development, education, health, Exxaro Integrated Report 2014, Minerals healthcare page 48 (global spend) environment, skills development and enterprise page 8 Airports Company 42.0 58.8 Mobility, community development, environment and ACSA Integrated Report 2014, development SA (ACSA) philanthropy page 103 FirstRand 128.06 115.0 Health, education, early childhood development, FirstRand Annual Integrated Report Altron (Allied 12.9 11.9 Education, job creation, community development, Altron Integrated Annual Report 2015, environment 2014, page 73 Electronics) conservation, arts, culture and sports page 159 Gold Fields 34.77 24.5 Infrastructure, health and wellbeing, education and The Gold Fields Integrated Annual Anglo American 236.0 204.0 Education, youth development, infrastructure, enterprise Anglo American Platinum Sustainable training, local environment and economic diversification Report 2014, page 8 Platinum development, health, agricultural support and Development Report 2014, page 37 Grand Parade 8.2 12.1 Education and community welfare Grand Parade Investments 2014 community development Investments Integrated Annual Report, page 8 Anglo American 1 474.21 1 248.4 Early childhood development, teacher development, Anglo American Annual Report 2014, Grindrod 14.9 15.5 Education and environment Grindrod Integrated Annual Report (global spend) infrastructure support, HIV/Aids prevention and page 17 2014, page 44 healthcare Group Five 6.1 5.5 Education and social development Group Five Annual Integrated Report AngloGold Ashanti 87.8 2 82.5 Community development and education AngloGold Ashanti Integrated Report 2014, page 97 2014, page 71 Growthpoint 13.1 11.6 Education, entrepreneurship, donations Growthpoint Properties Integrated Aquarius Platinum 41.0 43.6 Early childhood development, community development Aquarius Platinum Annual Report Properties Annual Report 2014, page 103 2014, page 33 Harmony Gold 8.5 11.4 Education, social development, community support, Harmony Gold Mining Company ArcelorMittal SA 16.3 37.4 Education, health and social development ArcelorMittal South Africa Annual Mining Company sports and recreation development Integrated Annual Report 2014, Integrated Report 2014, page 11 page 76 Aspen Pharmacare 13.6 15.1 Health, education, community development, HIV/Aids Aspen Pharmacare Holdings Illovo Sugar 26.0 22.7 Education, health, environmental development, capacity Illovo Sugar Socio-Economic Impact Holdings and employee volunteerism Sustainability Report 2014, page 45 building, infrastructure, enterprise development, sports, Report 2014/15, page 14 Assore 159.4 3 100.7 Education, health Assore Integrated Annual Report arts and culture 2014, page 43 Impala Platinum 71.0 102.0 Infrastructure, health, education, sport Implats Integrated Annual Report Astral Foods 31.8 20.5 Education, HIV/Aids and social development Astral Integrated Annual Report 2014, Holdings 2014, page 65 page 79 Imperial Holdings 18.0 42.0 Education and road safety Imperial Holdings Sustainable Aveng Group 20.7 19.1 Education, skills development and community Aveng Group Sustainability Overview, Development Report, page 59 development page 38 Investec 58.6 33.2 Education, environment and entrepreneurship Investec Sustainability Report 2014, AVI 11.5 12.7 Education, skills development, sports, arts and culture, AVI Sustainable Development Report page 17 environment, health and welfare 2014, page 41 JD Group 7.8 10.3 Community development, skills development, JD Group Integrated Report 2014, Barclays Africa Group 155.04 103.9 Financial literacy, enterprise development, youth Barclays Africa Group Citizenship education, health and HIV/Aids, wildlife conservation page 28 (Africa spend) development Factsheet 2014, page 33 and arts and culture Barloworld 16.8 16.9 Youth, education and leadership development Barloworld Integrated Report 2014, JSE 16.5 12.1 Education, community development, healthcare and JSE 2014 Stakeholder Engagement page 11 financial literacy Report, page 13 Bidvest 41.9 33.2 Education, health and community development The Bidvest Annual Integrated Report Kumba Iron Ore 202.3 253.7 Education, skills development, health, enterprise Kumba Iron Ore Integrated Report 2014, page 27 development and youth development 2014, page 6

64 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 65 Chapter one CSI expenditure per company

2014/15 2013/14 published published Company name RSA RSA 2014/15 focus areas reported Source of 2014/15 data spend spend (not in order of investment) R (million) R (million) Lewis Group 9.7 9.2 Education, welfare and health Lewis Group Integrated Annual Report 2014, page 56 Liberty Holdings 44.7 44.9 Education, financial literacy and health Liberty Holdings Integrated Report 2014, page 98 Life Healthcare 80.2 88.5 Health and education Life Healthcare Integrated Annual Group Holdings Report 2014, page 71 Lonmin 69.6 73.7 Education, community development, skills development, Lonmin Sustainable Development health, social infrastructure, sports, arts and culture Report 2014, page 66 Massmart Holdings 41.5 41.0 Infrastructure, education, social development Massmart Integrated Annual Report 2014, page 98 Media 24 35.0 26.0 Literacy and media training, water, energy, arts, culture Media24 Holdings 2014 Integrated and enterprise development Annual Report, page 33 Mediclinic 10.4 9.0 Health Mediclinic International Integrated International Annual Report 2015, page 126 Merafe Resources 18.0 21.5 Health, agriculture, community development, early Merafe Resources Integrated Annual childhood development, youth development and food Report 2014, page 33 security Metair Investments 16.3 8.4 Education, skills development, infrastructure, health, Metair 2014 Annual Integrated Report, sports, arts and culture, job creation and social page 50 development Mondi Group 15.3 - Education, health and enterprise development Mondi Group Integrated Report 2014, page 89 Mr Price Group 18.8 16.7 Education and sports Mr Price Group Annual Integrated Report 2015, page 23 Murray & Roberts 14.0 13.7 Education and community development Murray & Roberts Annual Integrated Holdings Report 2014, page 43 Nampak 13.5 10.6 Education, health and environment Nampak 2014 Integrated Report, page 56 Nedbank Group 112.0 111.0 Education, water, environment and community Nedbank Group Integrated Report development 2014, page 49 Netcare 47.2 58.0 Health Netcare 2014 Annual Integrated Report, page 7 Oceana Group 5.9 3.4 Education, food security, maritime safety and Oceana Group Integrated Report environment 2014, page 63 OUTsurance 29.4 23.6 Road safety, environment and community welfare Outsurance Holdings Annual Report 2014, page 35 Pan African 19.0 20.2 Education, food and water security and poverty Pan African Resources Integrated Resources alleviation Annual Report 2014, page 88 Phumelela Gaming 12.1 12.5 Skills development, enterprise development, health, Phumelela Gaming and Leisure and Leisure community development and youth development Sustainability Report 2014, pages 13 – 14 Pick n Pay 44.6 36.0 Education, health, small enterprise development and Pick n Pay Integrated Report 2015, community gardens page 44 Pioneer Foods Group 31.0 34.0 Education, environment, food security Pioneer Foods Integrated Report 2014, page 20 RCL Foods 11.0 4.2 Education, performance arts and health RCL Foods Integrated Annual Report 2014, page 15 The photographs in this publication showcase the work of Max Bastard, an award-winning Remgro 23.0 14.0 Education, health, community development, cultural Remgro Integrated Annual Report social documentary and humanitarian photographer based in KwaZulu-Natal. Max specializes development, entrepreneurship, environment and sports 2014, page 87 in creating visual narratives for local and international NGO, CSI and social activist structures. Reunert 9.0 11.2 Education, health, social and community development, Reunert 2014 Integrated Report, sports development page 92 He is the recipient of the 2015 Global Campus’s PRISMA Human Rights Photographer Award. Royal Bafokeng 10.5 10.7 Enterprise development, education, sport development, Royal Bafokeng Holdings Integrated Holdings OVC and early childhood Review 2014, page 50

Max Bastard | 083 688 5817 | [email protected] | www.african-eyes.co.za

66 The Trialogue CSI handbook 2015 Chapter one CSI expenditure per company Q&A Interview by chapterDENISE ARCH twoER

2014/15 2013/14 published published Company name RSA RSA 2014/15 focus areas reported Source of 2014/15 data spend spend (not in order of investment) R (million) R (million) Royal Bafokeng 133.0 105.2 Education, infrastructure, enterprise development, skills Royal Bafokeng Platinum Integrated What is the difference between an NPO What are the steps an NPO can take Platinum development, job creation and health Report 2014, page 128 and a social enterprise? towards becoming a social enterprise? Sanlam 67.0 64.0 Education, HIV/Aids, economic development and social Sanlam Annual Report 2014, page 15 Both NPOs and social enterprises are Some organisations begin income- development focused on a social purpose and any generation activities and evolve organically Santam 12.0 11.0 Education, arts and culture, health, youth and security, Santam Integrated Report 2014, funds that come in are invested either while others take a more planned approach environment page 47 directly into that purpose or into the to transitioning. Here are some suggested Sappi 23.0 8.1 Education, environment, health welfare and community Sappi Integrated Report 2014, page 43 organisation to build capacity. The only steps: development real difference is that donors fund an NPO, 1. understand what a social enterprise is. while a social enterprise is funded, at least Ask: what does it mean and how will it Sasol 311.0 8 391.5 Education and skills development Sasol Integrated Annual Report 2014, in part, by income-generating activities. benefit us? (global spend) page 12 There is currently no legal definition of 2. Consult with your stakeholders, Sekunjalo 10.4 6.8 Arts and culture, education, sports, enterprise Sekunjalo Integrated Report 2014, social enterprise in South Africa; some are including your board, to get their buy-in. Investments development and social development page 85 registered as for-profit, some not-for-profit, 3. Identify any income-generation Shoprite Holdings 118.5 - Food security, community development and disaster Shoprite Holdings Integrated Annual while others have a hybrid structure. opportunities and perform a thorough relief Report 2014, page 25 market analysis. Is it realistic to expect NPOs to be able Sibanye Gold 54.9 34.6 Education, enterprise development, health and sport Sibanye Gold Integrated Annual 4. Decide on your structure and identify to evolve into social enterprises? Evolving from Report 2014, page 89 your business model. A move towards income generation is NPO to social Standard Bank Group 115.0 103.8 Education Standard Bank Group Annual 5. Develop a business plan, including possible for many organisations wanting Integrated Report 2014, page 18 enterprise financial modelling. to have more autonomy over their funds 6. Provide skills development to staff to Sun International 21.3 19.6 Education, health and welfare, sport, art and culture and Sun International Integrated Annual and sustain or increase their social impact cultivate a commercial mindset. community development Report 2014, page 46 in an ever-changing funding landscape. Telkom SA SOC 40.0 42.0 Education, health, social welfare Telkom Integrated Report 2015, However, there is still a role for NPOs Rachael Millson is well versed Is there a role for corporates in page 10 that are donor-funded, where income in the subtle differences supporting social enterprises? The Foschini Group 5.3 5.0 Education, disaster relief and social development The Foschini Group 2014 Annual generation would not be appropriate or between NPO and social Corporates can offer business support, Integrated Report, page 84 desirable. For example, an organisation mentorship and other related skills. They enterprise. She heads up the The Spar Group 13.2 11.8 Healthcare, food security, sport and safety Spar Integrated Report 2014, page 51 like a rape crisis centre may not have any can provide grants, for example, to support capacity to undertake income-generating South African chapter of the the transition to social enterprise, or to Tiger Brands 24.0 22.9 Food security, education, sanitation, hygiene and Tiger Brands Integrated Annual activities, nor should it if it means staff fund a scale-and-replication strategy. Loan heritage Report 2014, page 119 Social Enterprise Academy, won’t be able to focus fully on their an NPO and social enterprise financing, through an impact-investment Tongaat Hulett 140.7 124.4 Healthcare, education, social development, food Tongaat Hulett Integrated Annual primary work. that delivers learning and fund, is another way significant global security, sports, arts and culture Report 2015, page 43 social change has been enabled. Truworths 11.1 14.5 Healthcare, education, social development, sports, arts Truworths International Corporate Do NPOs have to change their legal development programmes to Finally, corporates can support social International and culture Social Investment Report 2014, page 1 status in order to become social individuals and organisations enterprises? enterprise growth by including them in Tsogo Sun Holdings 54.0 35.0 Community development, enterprise development, Tsogo Sun Integrated Report 2014, working for social change. their supply chain. Many NPOs are concerned that if they natural environment page 39 She has more than 15 years’ generate income they will lose their Can you share an example of a Vodacom Group 95.5 115.0 Education, health, safety Vodacom Group Annual Integrated PBO status. This used to be the case. experience in the non-profit corporate successfully supporting an Report 2015, page 21 However, the law changed in 2006 and sector in South Africa, Europe NPO in this transition? WesBank 21.6 15.2 Education First Rand Integrated Annual Report a PBO can now trade and earn income, and the UK. In South Africa, Remgro is selecting 2014, page 134 as long as the business activity is directly NPOs with the potential to transition Wesizwe Platinum 19.7 9.2 Healthcare, infrastructure, agriculture, SMME support Sustainable Development Report related to the principal purpose of the and has engaged the Social Enterprise and development 2014, page 25 organisation and does not become its Academy and others to support them Wilson Bayly Holmes- 5.0 4.7 Infrastructure WBHO Integrated Report 2014, primary work. Profits must also be used through the process. In Europe, many CSI Ovcon page 15 to further the philanthropic work, and the programmes support social enterprise Woolworths Holdings 518.0 500.0 Food security, child safety, education Woolworths GBJ 2014, page 28 income shouldn’t be so substantial that incubation programmes or provide funding it is in direct competition with for-profit to umbrella bodies that advocate policy businesses. So, no, NPOs do not have changes to facilitate growth in the sector. In 1. Estimated figure, converted from US$ for the group global expenditure, annual average exchange rate of R10.84 as at the company’s financial year end, to change their legal status to become Asia, the Development Bank of Singapore’s December 2014. 2. Estimated figure, converted from US$ for South Africa spend, annual average exchange rate of R10.84 as at the company’s financial year end, December 2014. social enterprises. If their income becomes (DBS) entire CSI strategy focuses on social 3. Includes all community economic development expenditure for Assmang operations. substantial, NPOs can set up a hybrid enterprise by providing seed funding for 4. Africa expenditure figure. model with a for-profit arm that trades start-ups, skills development and funding 5. Global expenditure figure. and ploughs profit back into the non- replication of successful projects.  6. Represents combined expenditure for all subsidiaries of First Rand Limited. RACHAEL MILLSON 7. Estimated figure, converted from US$, annual average exchange rate of R10.84 as at the company’s financial year end, December 2014 profit arm. This is beneficial if the business 8. Global expenditure figure. Development Manager and Lead Tutor activity is very different from the NPO’s Social Enterprise Academy core purpose. [email protected] www.socialenterprise.academy/za 061 864 6799

68 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 69 Celebrating 10 years of believing in more

Promaths Awards for 50 students from across the country gathered at the Investec Top performers of the Promaths matric Students writing their National Benchmarking Promaths Awards in Port Elizabeth a Celebrating with the top performer the Dobsonville Centre Sandton office for the three day bursary selection process for class of 2014 for the Hammanskraal and Test (Qualitative and Quantitative), at our celebration of hard work and dedication. in the Qwaqwa Promaths centre in Johannesburg top the 2015 intake. Mamlelodi centres. Sandton offices facilitated by the University of performer. Cape Town.

In 2005, two of Investec’s social investment flagship programmes were established: the relations and, without this, the programmes would not have survived the first two years. Investec CSI Bursary Programme and Promaths. This year, Investec and its key partners in the Common vision was a necessary ingredient as it provided a basis for exploratory engagement implementation of these programmes celebrate ten years of making a contribution in South and more frequent interactions that bolstered trust within these partnerships. High trust levels Africa – 10 years of believing in more. allowed for constructive conversations; chopping and changing these programmes when Enhancing education efforts necessary to build replicable models and solutions to South Africa’s education challenges. Promaths is a partnership between Investec and Kutlwanong Centre for Maths, Science and Moving from a ‘donor-recipient’ to a ‘partnership’ philosophy and approach was a significant Technology aimed at improving high school learners’ performance in maths and science. This shift in mind set as it appreciated the expertise of both these organisations. Studietrust, for programme offers extra maths and science tuition for grades 10, 11 and 12 learners in Soweto example, had been doing bursary management and distribution for 31 years at the time of and other parts of the country. It is important to note that it does not seek to replace the role entering into partnership with Investec. of maths educators in schools, but rather to supplement their efforts. From a pilot programme with only 100 learners in Soweto in 2005, to one with the capacity to accommodate more than Tumelo Mabitsela, the champion behind Kutlwanong, our partner on Promaths, was a teacher 3 500 learners in various parts of this country, Promaths has grown in many ways. and school principal for many years. His expertise proved to be invaluable because, while Investec’s social investment aspirations of using education to facilitate societal prosperity were Financial aid for fitting students clear, it remains a financial institution and not a bursary management or academic institution. The Investec CSI Bursary Programme is a partnership between Studietrust, a bursary- With this in mind, both organisations became active partners, creating the capacity to facilitate management NGO; and Investec, which affords bursaries to young students with academic broader societal upliftment. potential and financial need to enable them to pursue commerce-related studies at university. Actively improving young lives The programme started with only 20 students in 2005 to one with 89 students in 2015 and many other professionals are now counted among the programme’s alumni. We celebrate ten years of giving back to society through these programmes because our partners What has sustained both these programmes over the past decade? were not silent. They actively guided and shaped the development of these programmes in various ways. We are celebrating ten years of bringing promise through education because The answer is simple in theory but difficult to achieve in practice: strong partnerships. In our partners embraced the fact that Investec’s approach to social investment was not that of a both these programmes, Investec was fortunate to find hard-working partners whose social cheque writer, but one of an active participant in the improvement of people’s lives. development goals were closely aligned with Investec’s social investment philosophy and intentions: that of facilitating opportunities that enable people to become active economic On behalf of many of our Promaths and bursary programme beneficiaries, we thank Studietrust participants in society. The alignment of values and goals was a good foundation for solid and Kutlwanong. Here is to another decade of bringing growth to others through education. Q&A Interview by SHONA YOUNG

What is the main aim of HEARTLINES? of local communities using this method to HEARTLINES employs the use of story effectively ‘name and shame’. to encourage individuals to live out HEARTLINES uses a multimedia positive values such as trust, courage and approach to broadcast its message. integrity. HEARTLINES challenges people What do you find is the most powerful irrespective of race, gender, age or religion medium to get your message across? to live out positive values in a way that will We use a multimedia strategy, as each build people, families, communities and medium has its advantages. A visual story the nation. engages on one level, audio on another, What role does storytelling play in and print on yet another. The sum really development? is greater than the parts so the more mediums we use, the more people we Storytelling has the power to shift human reach and the bigger the impact we have. behaviour because stories impact emotions After the media phase of our interventions, and emotions influence action. While there is often the need for structural Achieving many groups and institutions use our story- interventions in development, the use of based resources to facilitate learning and story can be a powerful addition. It is also social impact change in schools, faith-based institutions, useful for the organisations involved in through prisons and businesses. HEARTLINES has social development. If NGOs want to make produced a number of award-winning films an impression on donors, they can do it storytelling and mini-series that have been extensively through storytelling. Similarly, if donors aired on all the SABC channels and in want to grab the attention of their boards, many other countries. These have been supplemented by over 30 print resources. they should use stories. Stories resonate HEARTLINES is an award- with everyone because our brains are wired winning NGO with a mission What would you say are the hallmarks to receive stories. of a good relationship between to change lives through corporates and social change agents? How does HEARTLINES use stories to media and start value-based achieve its aims? It’s about finding the sweet spot between conversations that transform business goals and NGO aims. There HEARTLINES uses stories to inspire people Dr Garth to live out positive values such as trust, communities. needs to be a win-win, with both parties self-control, courage and integrity. These Japhet, an Ashoka and World invested and standing to gain from the values are the bedrock of any functional Economic Forum fellow, and relationship. We believe in the concept person, family and community. There is the co-founder of Soul City, is of shared value where the business is often a gap between what we would like to involved in its ecosystem. The importance the founder of HEARTLINES. of good working relationships cannot do and what we actually do. Through our He shares his experience of programmes, we encourage and support be overstated. For example, we have a people, irrespective of race, gender, age or the power of story to touch partnership with Nedbank where we do religion, to close this gap. hearts and bring about change education on values and money. Through in society. this intervention we are able to help people Can you give us an example of how review their relationship with money; how storytelling tangibly brought change to they earn it, save it, spend it and give it communities? away. While we achieve our educational There were many episodes of the Soul City objectives, Nedbank is able to engage with television series that resulted in a direct potential customers. change in behaviour. One example is the Soul City episode that dealt with domestic What is in the pipeline for the future of violence. A technique was portrayed, HEARTLINES? where members of a community banged Our next campaign titled ‘What’s Your pots together outside homes where Story’ looks at building understanding domestic violence was taking place. This between people as the basis for trust. The alerted perpetrators to the fact that the steps include getting buy-in, producing community knew what was happening. resources such as a feature film and other At the time, this technique had not yet GARTH JAPHET audiovisual materials and, finally, taking entered consciousness in South Africa, yet CEO HEARTLINES leaders away for a weekend to get to know through the series, many South Africans [email protected] each other and build relationships.  www.heartlines.org.za learnt about it and within months of 011 771 2540 screening the episode there were reports

72 The Trialogue CSI handbook 2015 Chapter one the state of csi

Giving is concentrated among The most generous sectors large companies differ around the world As seen in previous years, a few large The CECP research on US companies US companies made the biggest revealed consumer staple companies philanthropic contributions. Approximately as the front runner in many programme 25% of all companies surveyed donated areas where cash was invested. These more than $50 million each in 2014. Total companies had the highest median giving per company ranged from $0.3 total giving as a percentage of revenue million to $2.6 billion, with the median and pre-tax profit, 0.19% and 1.20% total giving for the same year amounting respectively. The healthcare industry Trends in global to $18.5 million. Companies surveyed also made significant contributions with for the Giving Around the Globe report 0.15% and 1.17% median total giving were similar to the US figures; almost as a percentage of revenue and pre-tax 25% of respondents spent more than $50 profit. The industrial sector was the least corporate million on philanthropic efforts. It is worth generous with a 0.08% and 0.64% median noting that CECP targets companies with total giving of revenue and pre-tax profit. revenues in excess of $2 billion. Trialogue’s ‘best estimate’ calculations philanthropy In South Africa, the top 100 show that the mining sector is still the companies accounted for 66% of total biggest contributor to CSI in South Africa. CSI expenditure in 2015. Thirty of these This sector accounted for approximately Corporate philanthropy is growing in prominence around the companies spent more than R50 million 41% of the total CSI spend. In second world. Sandra Makuchete compares significant indicators on societal investments, 15 of which and third place were retail and financial and information from reports by the Committee Encouraging spent more than R100 million. The services whose contributions were an Corporate Philanthropy (CECP) with Trialogue’s 2015 primary median CSI expenditure in Trialogue’s estimated 18% and 16% respectively. research on South African corporate giving. What is seen primary research sample was R16.6 Non-cash giving represents is that, across the globe, corporate giving is stabilising and African Eyes Photography / DG Murray Trust million in 2015, up from R14.4 million in the previous year. between 10% and 20% of giving despite different contexts, the patterns of giving are similar. globally Over half of sample companies Giving as a percentage of profit According to the CECP, on average, cite increases in giving increased US-based companies made 17% non- In the period 2012 to 2014, a notable CECP’s report on US companies shows cash contributions in 2014. In the US, the 56% of US companies increased their that total giving as a percentage communications sector contributed the his year marks the 18th year that Trialogue has conducted primary research philanthropic giving while 8% maintained of revenue remained fairly stable most to non-cash giving, a notable 52%. T on corporate social investment in South Africa, the details of which appear the same level. The remaining 36% between 2012 and 2014, averaging Pro bono services also increased with the in chapter one of this handbook. In this article, we compare findings from decreased their level of giving. Similarly, 0.13%. However, as a percentage of percentage of companies offering them Trialogue’s 2015 research on 81 companies, to those from two CECP 2015 reports: Giving in 59% of South African corporates pre-tax profit, giving by US companies growing from 40% in 2012 to 49% in 2014. Numbers and Giving Around the Globe. increased their giving in the last financial increased from 0.95% in 2013 to 1% The Giving Around the Globe report CECP was founded in 1999 to support companies’ social investment priorities. It has more period, 25% decreased their giving, while in 2014. Companies with revenues revealed that European companies made than 150 CEOs of the world’s largest corporations as members, with annual revenues of over 16% did not change their level of giving. ranging from $15 billion to $25 billion the most non-cash contributions in 2014, seven trillion dollars. CECP’s 2015 Giving in Numbers report analysed data from 271 United Reasons for increases or decreases accounted for the highest median total 18% of their total giving. Asia’s non-cash States companies; while the 2015 Giving Around the Globe report analysed data from 57 in giving vary across companies. giving as a percentage of pre-tax profit contributions were moderate (14%), while companies in 15 countries outside of the US in Africa, Europe, Asia and Latin America. Interestingly, US companies most deeply (1.18%). However, figures for Fortune 100 Africa and Latin America contributed the invested in the betterment of society companies and companies with more least, at 11% and 10% respectively. Total giving appears to have slowed in certain areas also saw the most robust financial than $100 billion revenues were slightly In 2015, 34% of South African companies Trialogue’s research includes an annual estimate of total corporate giving in South Africa and performance in 2012 to 2014. For lower, accounting for 0.81% and 0.77% of reported non-cash giving as part of their the two CECP reports document the total amount of giving by the respective samples. The instance, companies that increased giving pre-tax profit respectively. CSI expenditure, down from 40% in 2014. US and SA figures show that funding flows have slowed over the past year. However, figures Median giving by more than 10% also increased median In SA, companies continue to base This non-cash giving represented 10% of from respondents sampled in the Giving Around the Globe report depict that funding flows revenues and pre-tax profits by 14% and their CSI budgets on net profit after tax total giving, down from 12%. increased for the same period. Some observations include: 9% respectively. All other companies had (NPAT) targets prescribed in the BBBEE ●● The 271 US companies sampled in the Giving in Numbers report donated more than $18 a 9% median revenue growth rate and Codes (1% of NPAT). Trialogue’s research Education remains the most billion in 2014, down from $25 billion donated by the 261 companies surveyed in 2013. 2% median pre-tax profit growth rate. indicates that companies spent an popular sector to invest in $18.5 ●● The 57 companies included in the Giving Around the Globe report gave $5.2 billion in cash million In South Africa, of the companies that average of 1.7% of NPAT in 2015, up from Globally, education is still the most and non-cash donations in 2014, up from $3.6 billion contributed by 54 companies in 2013. increased their giving, 41% attributed this 1.4% in 2014. popular sector for investment by $1.5 ●● Trialogue estimates that total corporate giving of companies in South Africa, based on an million to increased corporate profits. Similarly, companies. American-based companies extrapolation of published figures from listed companies, was R8.1 billion (comparable 55% of companies with lower CSI budgets spent a respective 17% and 13% of their

to $0.7 billion at average exchange rates) in 2015, slightly down from R8.2 billion United States South Africa cited declining profits as the main reason philanthropic giving at school and tertiary (comparable to $0.8 billion at average exchange rates) in 2014. for this. levels. The health and social services

74 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 75 Chapter one Trends in global corporate philanthropy the state of csi Tomorrow’s leaders are born when knowledge turns to action. sector is the second most popular area of When knowledge turns to action, it builds Giving to Africa Download the investment (25%) in the US. CECP’s latest Giving a strong future. Our learning programme Most of the US corporate international giving went In South Africa, 92% of corporates in Numbers and to Europe (39.4%), while Africa received the lowest bears testament to this with 160 distinctions supported the education sector which Giving around the investment at $88.4 million (8.5%). In contrast, for those being achieved in Maths over the last two years. attracted 47% of CSI spend in 2015. Globe reports at South African companies that gave internationally in 2015, www.cecp.co

Social and community development, and most (91%) of the giving went towards causes in the rest online report health hold second and third positions. of Africa. By working with non-profit organisations like These two sectors secured 17% and 12% Kutlwanong Centre for Maths, Science and of CSI spend respectively. Technology in Gauteng and Kwa-Zulu Natal, offering company time to volunteer Companies are becoming more we’re delivering world-class Maths and Companies in all countries give focused in their giving domestically and internationally (87% and Physical Science programmes to historically outside their borders 67% respectively). A significant number of The reports discussed here confirm the disadvantaged learners. Companies across the globe tend to companies in Asia and Latin America also growing importance of philanthropic make both domestic and international offered company time fairly generously. efforts by companies across the globe. societal investments. European companies At least 70% and 40% of companies in It is interesting to note that most We do this because we believe that engaged in the most international giving, those regions offered company time to companies are linking their CSI initiatives when knowledge turns to action, with 81% of European companies giving volunteer domestically and internationally. with their business imperatives and, in it can change the world. internationally in 2014, followed by Asian US companies also prioritised the doing so, are becoming more focused in and Latin American companies, at 56% offering of company time to volunteer. their giving. and 44% respectively. US companies Sixty percent of US companies offered In the US, companies have reduced contributed 21% to international paid-release time domestically and the number of focused funding areas to beneficiaries. South African companies lag 34% offered this time internationally. an average of 1.5 in 2014. The median in this area with only 11% of SA companies In comparison, 51% of South African number of recipients per US company giving internationally. Furthermore, companies gave employees some time has declined, although it is still very international giving by the South African off during working hours. companies surveyed accounts for only 3% Corporate matching of employee Development focus areas of philanthropic giving. donations was found to be low in Latin America and Africa, with 33% and 25% Employees play an important of companies respectively offering a 4.6 role in corporate philanthropy corporate match. Asia ranked the best 1.5 US CEOs identified employees as the with 94% of its companies matching key stakeholder influencing decisions employee donations, followed by on corporations’ societal engagements. Europe at 88%. Number of recipients In line with this, 78% of US companies In regard to domestic pro bono reported that they would most likely programmes, more than 50% of change their matching-gift programmes companies in all the regions except in a way that has the potential to increase Africa offered this. Just less than a 460 employees’ participation. quarter of South African companies (22%) 45 In 2014, 224 US companies (83%) undertook pro bono programmes. reported having at least one domestic employee-volunteer programme. More Companies are increasingly United States South Africa than half (58%) of these companies measuring the outcomes of their reported having at least one programme investments high, from 520 recipients in 2012 to available for international employees. Companies are beginning to take 460 recipients in 2014. SA companies Additionally, the top quartile of monitoring and evaluation seriously. reported giving to an average of 4.6 companies reported a minimum 50% Most (84%) US companies measured different development areas. Most of participation rate by employees. outcomes and/or impacts of their societal them (28%) made contributions to 21 to The proportion of South African investments, compared to 73% in 2013. 50 organisations, notably lower than their companies with formal employee- Interestingly, companies that did these US counterparts. Eleven percent of South volunteer programmes dropped evaluations reported an 18% jump in their African companies distributed funding slightly from 73% to 70% in 2015. Most total giving from 2012 to 2014. to less than five recipients while 17% of companies (60%) embarked on company More than two-thirds of SA companies companies contributed to more than 100 volunteering events. Similarly for US also claim to have measured outcomes organisations. companies, 59% offered a company-wide and/or impacts of all of their projects in Although there may be a long way day of service, a significant increase from 2015. Of these companies, nearly 93% to go, it is evident that companies the 48% indicated in 2012. report findings to their boards while 66% understand the importance of focused Europe had the most companies report to other stakeholders. and strategically aligned funding. 

Liberty Group Ltd - an Authorised Financial Services Provider (No. 2409).

76 The Trialogue CSI handbook 2015 Seamless fit S2S’s four-month courses (developed “The Foundation’s support really by Accenture) equip learners with advances our work and corporate Accenture receives The close strategic alignment of the necessary combination of citizenship efforts in support of the Accenture and the Rockefeller technical knowledge, workplace government’s economic development Foundation makes the collaboration integration and project management and transformation agenda,” says a seamless fit. skills. This is also the approach used Nkuna. “It provides scale to our work Rockefeller Foundation at Accenture to train its industry and ties in perfectly with our goals.” In a pilot conducted in 2014, leaders. “This collaboration with Accenture Accenture’s Skills to Succeed (S2S) initiative trained 240 disadvantaged Through this and a range of other seizes upon the tremendous grant to grow youth young South Africa people in critical initiatives, Accenture aims to equip opportunity presented by the youth ICT and workplace skills. In addition, 2,000 students annually with the bulge in Africa and the phenomenal it arranged for job opportunities skills to start a business or find a job rise of the ICT sector to bring about for all successful candidates in over the next three years. sustainable impact through job programming academy creation,” adds Mamadou Biteye, collaboration with commercial organisations. The Rockefeller Foundation’s Managing Director at the Rockefeller Digital Jobs Africa initiative Foundation in Africa. Khethiwe Nkuna, Corporate seeks to catalyse new, sustainable Accenture in South Africa and the Rockefeller Foundation have entered into a collaboration Citizenship Lead for the Middle employment opportunities and Impact sourcing skills training for disadvantaged to offer sought-after ICT skills and job opportunities to thousands more disadvantaged East, Africa, Russia and Turkey at Africa youth, with a focus on the Nkuna says the company chose to young people annually in South Africa. Accenture, says the collaboration, supported by the Rockefeller ICT sector—one way being through focus on the impact sourcing sector working with local organisations to Foundation grant to the Accenture to leverage opportunities in the ICT S2S initiative, will give it the clout provide skills training. and BPO industries. economically active working age Africa is faced with: Fundamentally, The challenge to really make a difference in the job population is younger than 35. the issue is one of critically low market. South Africa faces a massive and levels of the types of skills needed well-publicised triple challenge The government is keenly aware to boost the competitiveness of our of poverty, unemployment and of this. At the heart of The industries and nation. inequality. The economy continues to National Development Plan shed thousands of jobs annually and (NDP)—the strategic roadmap An ICT skills market assessment the official unemployment rate now for all government’s programmes conducted by MICT Seta reveals stands at 26.4 percent (Q1, 2015). and plans—is a vision of a better more than 70,000 vacancies for ICT future for South African youth practitioners, eclipsing the number of Targeting youth and the through job creation and fostering ICT students graduating from tertiary entrepreneurship. education institutions. Within this right skills basket of skills, software development But if we are to support the NDP’s is rated as one of the most-needed It is primarily a youth problem. goal to create 11 million jobs by in the country, with C#, .NET and South Africa’s 2011 Census showed 2030, we need to take a closer look Java among the top 10 most wanted that 70 percent of the unemployed at the type of unemployment South programming languages.

“Focusing on high-potential disadvantaged youth, women and marginalised people who would otherwise not have opportunities for sustainable employment, gives us a chance to truly make a difference. We are proud of our collaboration with Rockefeller Foundation and the fact that we can make a difference to young disadvantaged people who are facing a range of challenges. We are seeing many instances of them moving forward with their lives and achieving milestone after milestone in their own personal development.”

Accenture Rockefeller foundation.indd 2-3 2015/10/06 03:00:11 PM Chapter one the state of csi

Kenya’s gap in developmental legislation

Since 1992, all non-governmental organisations (NGO) operating in Kenya were governed by the Non-Governmental Organisations Coordination Act of 1990 and its Regulations of 1992. However, in view of the new constitution of 2010, Kenyan Government officials, NGO leaders and other stakeholders developed a consensus that Kenya's 1990 NGOs Co-ordination Act had major limitations. The Act was not based on a policy, did not consider international best practices and it A spotlight on outlawed all unregistered NGOs. Therefore, in 2006, the relevant stakeholders agreed to produce a sessional paper that formed the basis for the need to review the Act. The Sessional Paper No. 1 of 2006 contained the National Policy on NGOs. The introduction of an NGO policy and the subsequent CSI in Kenya review of the NGOs Co-ordination Act led to the passing of the Public Benefit Organisations Act of January 2013, in which NGOs would be known as public benefit organisations (PBO). For the first time, Trialogue has extended the scope of its Government has not, as yet, implemented the PBO Act, which it sought to amend in 2013 and 2014, although both these attempts failed. One major amendment that fell through was the annual CSI research beyond South African borders. Information proposal to cap the amount of funding NGOs could receive from external donors at 15% of their on Kenya has been gathered through primary and secondary budget. Some contentious issues remain, such as executive power over self-regulation, compulsory research with a view to kickstarting a process of understanding governance of all civil society by the PBO Act, and ceding of funds to a national NGO authority. CSI on the rest of the continent. Although ranked a lower- These challenges arise from security concerns in Kenya, where some NGOs are suspected of using middle income country, Kenya is the biggest economy in their charitable status as a front for raising funds for terrorism. East Africa and it received the second-highest proportion of Currently, there is a revamped and influential NGO Co-ordination Board in place that’s legally mandated to regulate the sector. However, the delay in implementing the PBO Act has left a North American companies’ giving in Africa, after South Africa, legal gap as many of the structures and the functions established in the NGO Co-ordination Act according to the CECP’s (Committee Encouraging Corporate (1990) have expired or become redundant. As a result, NGOs are operating in a legal vacuum. Philanthropy) Global Corporate Giving Report of 2014. Nevertheless, NGOs continue with their work and corporates continue giving towards charity and development work through corporate social responsibility (CSR) activities. The Kenyan Government’s participation in the development sectors Since 2008, the Kenyan Government has been pursuing Vision 2030, a strategic framework enya faces a number of developmental challenges similar to South Africa and, implemented to transform Kenya into a newly industrialised, middle-income country by 2030. For in fact, most other African countries, including poverty, unemployment and the 2015/16 budget, government’s development focus is on infrastructure, agriculture, security, K inequality. Kenya’s primary challenge is to grow a more inclusive economy in health, education, social protection and youth empowerment. Its ultimate plan is to boost growth, order to reduce poverty. create jobs and enhance social equity. In the 2015 to 2016 financial period, it budgeted more than Kenya’s GDP of US$60.9 billion is way smaller than that of South Africa (US$349.8 billion). Ksh2 trillion (about US$21.6 billion), with Ksh721 billion (US$7.8 billion) allocated to development GDP annual growth in Kenya averaged 5.4% from 2004 to 2015 but has not necessarily been expenditure. To support this vision, the lion’s share (28%) of the budget was allocated to the social inclusive as about 40% of the population lives in extreme poverty (below the poverty line of sector. Similar to South Africa, the bulk of the social sector expenditure is on education. It spends US$1.25 a day). The Kenyan inflation rate was higher at 7.3% in 2014 than South Africa at 6.3%. 21% of its recurrent budget on education. South Africa’s GDP growth rate averaged 3% from 1993 to 2015. The proportion of people in extreme poverty came down from 26.6% in 2006 to 21.7% in 2015. However, the slower CSI trends in Kenya economic growth rate is putting pressure on government expenditure, including affordability of social grants that cater for more than 16 million people (a third of the population). To understand CSI trends in Kenya, Trialogue partnered with Fanaka Consulting and invited Kenya is the giant economy of East Africa; its stock exchange has 64 listed companies and companies in Kenya to respond to a customised, corporate research questionnaire. Six companies a market capitalisation value of US$26.3 billion. In contrast, the Johannesburg Stock Exchange responded. Although the survey response rate was disappointing, the responses gave a first glimpse has close to 400 listed companies, some of them dual listed. The market capitalisation for the into CSI practices adopted by other African companies and the intention is to improve on the JSE’s top 100 listed companies amounts to close to US$850 billion and it is ranked as one of robustness of this research in coming years. We are grateful to our inaugural research participants: the 20 largest exchanges in the world. ●● Barclays Africa ●● Standard Chartered Bank Quick comparisons ●● Equity Group Foundation ●● Kenya has a growing and youthful population (70% youths) compared to South Africa that ●● KCB Foundation has 30% youths. ●● Safaricom ●● Life expectancy in Kenya is higher (62 years) than that of South Africa (57 years). ●● Nation Media Group ●● Kenya and South Africa have a similar infant mortality rate of 36 and 35 per 1 000 live births estimated for 2015 respectively. We recognise that it is not yet possible to draw concrete conclusions about the state of Kenyan – or ●● Kenya devolved administrative power to counties in 2010 to improve planning and African – CSI, based on their responses. However, we can outline the interesting findings that arose governance. It established 47 counties as of 2013. South Africa has decentralised power, from the Kenyan survey sample. We compare some of the findings to South African survey results,

with three levels of government, namely, national, provincial and local government. African Eyes Photography / Inyathelo where feasible.

80 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 81 Chapter one A spotlight on CSI in Kenya the state of csi

Respondents profile Globally, education is the most popular sector for investment by most companies. American-based companies, for example, spent 17% and 13% of their philanthropic giving at school and tertiary levels Of the six Kenyan respondents, four are in the financial services sector. Whereas most (five) employed respectively. between 1 000 to 5 000 employees, one reported a workforce of up to 50 000 staff. All companies reported adopting a combination of business-to-business and business-to-consumer models. Monitoring and evaluation In 2015, Trialogue received 81 responses from South African companies whose sizes varied as Four out of the six Kenyan companies had monitoring and evaluation (M&E) processes in place to measured by workforce. More than half of the surveyed companies had less than 5 000 employees gauge the performance of their social investments. Of these, all reported that they went on site visits and 12% had more than 20 000 staff. and documented various types of activities performed at the projects. In South Africa, M&E is fast becoming standard practice. Ninety percent of NPOs claimed to undertake M&E in 2015 (up from Social expenditure 49% in 2014), while more than two-thirds of corporates stated that they conduct M&E. However, the Giving among Kenyan respondents was almost entirely in the form of cash. Only one Kenyan feedback does not factor in the robustness of M&E processes, which can, at times, be somewhat company reported non-cash giving; however, this amounted to less than 1% of its total giving. By superficial. contrast, approximately one-third (34%) of South African respondents reported non-cash giving, showing that this is a more established practice, even though the proportion of companies giving in Reputation and perceptions this way was down from a peak of 40% in 2014. Respondents were asked which companies and NPOs, in their opinion, were having the greatest Global trends as revealed in the CECP’s Giving Around the Globe report show that Africa developmental impact in Kenya. In the NPO category, the Red Cross and World Vision each received contributed the least non-cash donations (11%), while European companies made the most non- two mentions. Two companies – Safaricom and Equity Group Foundation – received multiple cash contributions in 2014, 18% of their total giving. mentions by the small sample of respondents. The Kenyan companies indicated that budgets were determined through a range of methods. Safaricom, a telecommunications company in Kenya, is a major player in CSI. True to the Unlike South Africa, where the Codes of Good Practice provide clear guidance that giving should reputation it has built in the CSI space, through its Foundation, the Group has invested KSh18 billion equate to 1% of net profit after tax, Kenyan companies are given more leeway to determine their own towards CSR projects in education, health, economic empowerment, arts, music and culture, and budgets. From the survey it is seen that two companies established their budget as a percentage of the environment since 2003. Speaking at the launch of the Foundation’s 2014 to 2017 strategy, the pre-tax profit. One maintained a fixed budget with a variable percentage increase each year. The board CEO of Safaricom, Bob Collymore said, “Business has obligations and it must meet business needs took the decision at another company while the last took existing expenditure into consideration. without compromising the next generation. Writing cheques is easy but identifying needs and While all the Kenyan companies’ funding included direct project expenditure, their spending on fulfilling them is harder. It is also important for companies to partner and learn from others because other cost types – and the proportion each category represents – varied widely. CSI marketing and when we know better, we do better. CSI should be built into your DNA and be part of your company’s communication costs, for example, ranged from 1% to 25% of respondents’ total CSI expenditure for DNA. And the leaders should be people who walk the talk.” the year compared to South Africa’s average of less than 5%. South African companies spent about Staff at Safaricom seem to have internalised corporate social responsibility, while Sanda Ojiambo, 13% of their CSI expenditure on management and support services. Only two companies included Head of CSR at Safaricom, advocates for public awareness and collaboration on sustainable administrative costs in their total CSI expenditure. development matters. She encouraged Kenyans to participate and contribute to the 2015 sustainable The number of organisations supported and the number of separate grants made during the year goals. “Now is the moment for Kenyans, via #MyKenya, to build a swell of encouragement to make varied substantially. Four companies made less than 20 grants to fewer than 20 organisations, with sure these goals are as ambitious as possible and truly game-changing for so many around the the remaining two giving more than 50 grants to more than 50 organisations. world. The new goals will be collaboratively developed and agreed upon by people and their government and can lead to a world in which people enjoy a life of dignity where basic rights are Governance not just a luxury,” said Ojiambo. Half the respondents (three companies) in Kenya administered CSI through an in-house department, In conclusion a trend similar to South Africa where this is the most common approach (55%) of respondents. One company has registered a non-profit organisation and another administered CSI through a trust Kenya has benefited and will continue to benefit increasingly from Official Development Assistance funded by the group and its partners. (ODA) funding in the foreseeable future, whereas in South Africa this source of support is showing Ultimate oversight varies across the six companies. Respondents cited their board, CEO, CSI signs of decline as budgets shift to less-developed geographic areas. Nonetheless, corporate manager and foundation/NPO trustees as custodians of CSI. All six respondents agreed that a social investment in South Africa is well established and has been practised for many years, with moral imperative drove their CSI, and that it was the right thing to do. One respondent also cited formalisation being driven in the early years by codes such as the Sullivan Principles and, in later reputational and strategic benefits. years, by BBBEE legislation and the JSE integrated reporting requirements. Corporate giving in Kenya is less established with limited sharing of practice and information and is referred to as CSR Geographic distribution (corporate social responsibility) rather than CSI (corporate social investment). With corporate giving becoming more common, we should anticipate that companies in Africa Only one Kenyan respondent reported giving outside of Kenya. Of the four companies which gave will increasingly prioritise it. We should also see more transparent communication and platforms for at a national level (to organisations spanning multiple counties), each gave more than 60% to these sharing lead practice and professionalisation of the sector. Kenya, given the leadership position it organisations in 2015. The remaining fifth company distributed its funding widely across 25 counties adopts in East Africa, is likely to be at the forefront of this trend towards CSI in Africa. in Kenya. In the South African survey, nine respondents (11% of the sample) reported international giving in 2015, with the lion’s share (91%) of their giving going to Africa. Kenyan respondents took a less-focused approach to development sector funding than our South African corporate sample with an average of 6.7 development sectors supported (South Africa: 4.6). Similar to South Africa where education received 47% of CSI spend in 2015, education was the only sector that enjoyed the support of all respondents, although no breakdown figures were available.

82 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 83 REAP students and Peers Buddies (senior students who mentor first-years students). AngloGold Ashanti The main objective of the AngloGold Ashanti CSI programme is to contribute towards the creation of an equitable society, through supporting the South African Government’s transformation goals and the development needs of neighbouring countries as a source of labour resources.

AngloGold Ashanti recognises education as a network of existing ECD the area in need of greatest intervention in centres, and implements both South Africa and the larger Southern interventions that are focused African region. The company channels its on training and support. The funds towards effective school interventions main purpose of the one-year and programmes that make a positive course is to reduce school impact on education in general. A large drop-out rates and to improve proportion of the funds are allocated to the pass rate and learning teacher development and learner support, outcomes in the targeted areas. AngloGold Ashanti partnered with which includes the basic needs of children Its holistic approach offers Roundabout Water Solutions in 2014 with such as adequate nutrition. Subjects support for teachers, learners the aim of maintaining 55 pumps in rural that are prioritised, albeit not exclusively, and parents in these centres. schools across the country from the Eastern include mathematics, science, technology Firstly, training is provided Cape to KwaZulu-Natal and Lesotho. The from the Eastern Cape, one from KwaZulu- and indigenous languages. Three of these for teachers to build on their contribution enabled access to clean water; Natal and one from Mpumalanga. Fourteen initiatives are discussed below – the Early existing skills. On completion, reduced waterborne diseases caused by the of the students passed their year of study Inspiration Programme, Roundabout Water teachers are awarded consumption of unsafe water; and eased the in 2013, and five were allowed to repeat the Solutions and REAP. with SETA accreditation burden of water collection by the women and year. Due to the success of this partnership, in education, training and children of the community. AngloGold Ashanti renewed its partnership to development practices (ETDP), Building the foundation of leverage state funds by supporting eight new which enables an opportunity The first pumps were installed in 1996, and tomorrow’s leaders students from KwaZulu-Natal and the Eastern for them to earn higher to date there are over 1 800 Play Pumps in The African Unity Foundation (AUF) is a Cape. The funding covers the student’s salaries. Secondly, children rural schools across South Africa, Lesotho, registered non-profit organisation focused meals, books, a personal laptop, as well as are monitored in their home Mozambique, Malawi, Swaziland and Zambia. on supporting a range of education- structured mentorship programmes. environment to bridge any gaps related projects, from early childhood “Clean drinking water is the most basic of that may exist between formal A community member collecting water “REAP is extremely grateful for our long- development (ECD) to tertiary education. human rights. The generous support from and home learning. These at Ha Likotsi Village in Lesotho in the standing partnership with AngloGold Ashanti The organisation places strong emphasis on Berea district. AngloGold Ashanti has allowed us to continue monitoring activities ensure which has helped change the lives of many a good foundation in maths, languages and to keep the water flowing and make a real continued learning at home young South Africans from rural areas,” student self-development, equipping youth pre-testing to establish a baseline of their difference in the lives of disadvantaged people to better equip children for the challenges says Director, Russell Davis. “Together we with knowledge as well as the necessary levels of education, and will again undergo in rural areas of South Africa and Lesotho,” of coping in formal schooling environments have been able to afford these students the motivation to succeed. post-assessment after concluding the Access to water in rural schools said Colin Morris, Director of Roundabout. and to reduce the high drop-out rate at a one-year programme intervention to opportunity to pursue their dreams at higher Roundabout Water Solutions is a registered education level, sustain themselves and AUF has an integrated approach to education later stage. Finally, parents are provided determine areas of growth, as well as the Providing a chance to study at non-profit organisation, providing water to become the leaders of tomorrow,” he added. that not only focuses on the skills acquired with direct training through parent-teacher impact on the larger community. high quality institutions in the classroom, but also the development workshops, which focus on imparting skills rural schools by means of a Play Pump. The It is estimated that by the end of 2015, REAP is an associated body of the Southern of each individual student to realise their full and knowledge to support further education Play Pump is installed on boreholes and is approximately 48 ECD teachers would capable of pumping up to 1 400 litres per African Catholic Bishops’ Association potential. and development at home. focus areas have received their level two ECD skills hour from a depth of 40 metres, and it is (SACBC) which was registered as a South The organisation strongly believes that all AngloGold Ashanti became involved in the training qualification. “The Early Inspiration effective to a depth of 100 metres. African non-profit organisation in 2001. AngloGold Ashanti’s geographic children should have the same exposure to programme in October 2014 with the aim of The organisation aims to offer talented and focus areas include the greater Programme helps me a lot. Today I know how The Play Pump is a patented roundabout preschool education as a crucial stage in a training the teachers, learners and the parents motivated young South Africans from poor Johannesburg area, with particular to teach my children,” said Ndileka Xabanisa, pump specifically designed for driving child’s physical, intellectual, emotional and in ECD centres in two of the company’s rural areas the chance to study at high quality focus on underprivileged communities one of the teachers from Zizamele Junior a conventional borehole pump while social development. As such, it initiated the labour-sending areas in the Eastern Cape: tertiary institutions and provide them with the and AngloGold Ashanti’s labour- Secondary School in Butterworth who was entertaining children. The revolutionary design Early Inspiration Programme to address this Butterworth and Flagstaff. In both areas, the support and guidance they need to graduate. sending areas for their South African fortunate to receive the training. converts rotational movement to reciprocating need. The programme is realised through children and practitioners have undergone operations, both within South Africa linear movement by a driving mechanism REAP makes provision for learners to The home-visit programme targeted 224 and neighbouring countries. children and their parents. These children consisting of only two working parts. As the receive bursaries from the National Students gained skills that enhanced their physical- children spin, underground water is pumped Financial Aids Scheme (NSFAS). However, The CSI focus areas of support motor development; language and speech into a polyethylene tank, approximately seven the bursaries do not cover accommodation, include education, health, youth skills development; emotional and social metres above ground. A simple tap provides food and textbook expenses. In 2012 and development, infrastructure, enterprise development; cognitive development; and easy access to the water, while excess water 2013, AngloGold Ashanti supported 24 development, and arts, culture and play development. The children’s parents is directed from the storage tank back to the students on the REAP programme. Of the heritage. were invited to parent-teacher workshops borehole. students, 15 were from North West, seven that focused on how to teach and guide the children outside of the classroom, including areas such as discipline, the importance of REABETSWE MARIBE good nutrition, assisting with homework, and Community Investment Co-ordinator [email protected] a better understanding of their crucial role as www.anglogoldashanti.com the parent. 011 637 6656

Children in one of the Early Inspiration ECD Centres learning to love literacy. focus on development

Chapter two

86 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 87 Chapter Two Focus on development

Disaster relief was included as a separate development sector for the first time in the 2015 research, with 17% of corporates indicating that they support interventions into humanitarian crises such as natural disasters or communicable disease outbreaks. Development However, such interventions received less than 1% of overall CSI spend. Despite the addition of disaster relief, there was little shift in the distribution of funding across the development sectors; no sector gained or lost more than five percentage points of sector support funding from 2014. Companies continued to support multiple sectors. On average, the companies surveyed reported giving to 4.6 different development sectors, up from 4.5 in 2014. and spend 2015 Education Trialogue’s annual CSI research delves into corporate investment Education is a basic human right and remains a vital instrument for empowering and levels of support in the various development sectors, in communities and strengthening the South African economy. It is a means of establishing addition to analysing high-level CSI expenditure and trends, an inclusive society and opens up opportunities for people to realise their full potential. Addressing the legacy of unequal education has required government to invest large as reported in detail in chapter one. Expenditure per sector is amounts in this sector and, compared with other development sectors, education reported in this chapter and in Trialogue’s new Funders Guide. receives the lion’s share of state funding (about 20% of total government expenditure). For 2015, the primary research sample includes information South Africa also has one of the highest rates of state investment in education received from 81 large corporate respondents. What follows is a across the world at an average of 10% of gross domestic product. However, despite this breakdown of the findings. substantial investment, the education system still faces a number of challenges and ranks poorly in a range of comparative studies. Some progress that can be celebrated has been made in the 20 years of democracy, including 99% school enrolment among seven to 15 year olds and equal government funding for all learners.

ducation is a key contributor to the prosperity and growth of a nation as well as Big picture figures to the success of companies, which rely heavily on appropriate skills. As such, ●● Just over half (51%) of birth to 4 year old South African children attended daycare or E education remains the most popular sector for corporate support. The majority another form of education outside of their homes in 2014, significantly up from 7% (92%) of corporates in our sample invested in education with almost half of CSI in 2002. budgets (47%) committed to this sector. ●● Despite progress in access to schooling, dropout remains an issue. Of all learners who start school in South Africa, only 50% will make it to matric, 40% will pass matric and 12% will qualify for university entrance. ●● Attendance at educational institutions drops to 16% for the 16 to 20 year age group 41 Distribution of CSI funding by development sector and to 15% for the 21 to 25 year age group, which gives rise to more than three million born-frees (between 15 and 24 years) who are neither employed, nor in Education education or training. Social and community development ●● Of the 23 740 public schools in South Africa in 2009, 68% had no computer Health laboratories, 77% had no libraries and 86% had no laboratories, yet this is key school Food security and agriculture infrastructure for 21st century skills. Environment ●● According to the Department of Basic Education, in 2013 about 10% of teachers Entrepreneur and small business support were absent for an average of 19 days, making the South African rate of educator Sports development absenteeism the highest of all Southern African Development Community countries. Arts and culture ●● To meet the demands of increased learner enrolment (12.4 million in 2013 to 13.3 Non-sector speci c donations and grants million in 2015), teaching staff will need to expand from 426 000 in 2013 to about Housing and living conditions 456 000 in 2025. Effectively, South Africa requires between 20 000 and 30 000 Disaster relief teachers each year, yet higher education institutions produced only 15 655 graduate Safety and security teachers in 2014. Other ●● A Council on Higher Education 2013 study revealed that the country had a higher 100 80 60 40 20 0 01020304050 education participation rate of 18% in 2010, up from 15% in 2000 and a first-year % corporate support 2015 2014 % CSI expenditure attrition rate of 33%. Of the students who entered public universities in 2006 on three- and four-year qualifications, only 27% graduated in regulated time. Corporate 2015 n=78 / 2014 n=99 (multiple responses) 2015 n=78 / 2014 n=92

88 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 89 Chapter two Development sector support and spend 2015 Focus on development

An overview of CSI spend on education 45 nect contribution

42 level of education

15% Yes, from CSI budget 6% Yes, from a non-CSI budget 2015 2010 72% No outer inner 7% Don't know 19% 16% Early childhood development 26% 28% General education 25% 29% Further education and training 27% 24% Tertiary education 3% 3% Adult education % corporate respondents

% CSI education spend Corporate 2015 n=67

Corporate 2015 n=68 / 2010 n=85 The National Education Collaboration Trust (NECT) was established in July 2013 to facilitate co-operation across sectors to improve education outcomes. The trust does not replace civil society or business projects aimed at improving education, but rather co-ordinates projects to ensure they 43 type of intervention are aligned with the agreed current national education agenda. Businesses are encouraged to contribute to the NECT, with funds being matched by various 2015 2010 government departments. In fact, member companies of Business Leadership South Africa (BLSA) outer inner 24% 25% Bursaries, scholarships, university chairs initially committed to contributing 0.004% of their market capitalisation to the NECT. However, our 24% 16% Infrastructure, facilities and equipment research sample indicates that a surprisingly high 72% of corporates are not contributing to the 18% 15% Teacher development 11% 14% Additional learner programmes NECT. Those that do contribute (21%) tend to allocate funds from their CSI budgets (15%), with 6% 10% 20% Curriculum development indicating contributions from other budget sources. The average NECT contribution was calculated 4% 3% School governance and functionality 3% 7% Special needs interventions at R2.7 million. 6% 0% Other % CSI education spend Social and community development Corporate 2015 n=70 / 2010 n=85 This year, leaders are looking back at their progress since committing to the Millennium Development Goals (MDG) in 2000. Globally, the MDGs helped to lift more than one billion people 44 subject area out of extreme poverty and to alleviate hunger. Nevertheless, the struggle against poverty, inequality and unemployment stands in the way of South Africa achieving the MDGs. Forecasts based on progress in 2012 showed that three MDGs – elimination of extreme poverty, maternal health and 2015 2014 outer inner infant mortality reduction – were not likely to be achieved as expected. Unfortunately, the country’s 35% 35% Maths and science final MDG report was not yet publicly available at the time of publication. 15% 0% Specialised subjects 13% 12% Language and literacy According to 2012 data, a significant 3.4% of GDP is spent on social assistance but despite 11% 12% Life skills providing social assistance to more than 16 million people, a vast majority of South Africans remain 8% 10% Vocational and technical education 8% 9% Information technology in poverty. According to the Department of Social Development, a further pressing social issue is the 10% 23% Other ongoing battle to repair the damage caused by racism, sexism, tribalism and economic oppression. % CSI education spend If government does not deal with this comprehensively, social ills such as teenage pregnancy, gender-based violence, substance abuse, crime and xenophobic violence will continue. Corporate 2015 n=70 / 2014 n=91 Big picture figures ●● Investment in education has shown steady growth over the last four years, receiving 37% of CSI ●● The number of people living in extreme poverty (people living below the food poverty line expenditure in 2011, 43% in 2012 and 2013, and 49% in 2014, but this growth has levelled out, of R321 per capita per month in 2011) peaked at 15.8 million in 2009 as a result of the global with a slight drop to 47%, in 2015. financial crisis, before decreasing to 10.2 million in 2011. This is a significant one-fifth of South ●● School level education (general and further education and training) continued to receive the Africa’s population. largest portion of education support at 51% in line with 2010 allocations. Tertiary education ●● South Africa’s Gini coefficient related to income (a measure of income equality) was high at 0.69 accounted for 27% of education spend, and early childhood education investment totalled 19%. in 2011, against the government’s target reduction to 0.3 by 2015. Adult education received only 3% of education spend. ●● Stats SA reports that the proportion of people benefiting from social grants increased from ●● Bursaries and scholarships received nearly a quarter (24%) of education spend, in line with 2010 13% in 2003 to 30% in 2013, before declining slightly to 29% in 2014 (more than 16 million spend. Interestingly, infrastructure, facilities and equipment also received 24% of education people as of 2014). spend in 2015, significantly up from 16% in 2010, while spend on curriculum development fell ●● Of the 3.5 million orphans recorded in South Africa in 2012, two-thirds were paternal orphans from 20% in 2010 to 10% in 2015, demonstrating a shift in education spend priorities. who had lost their fathers. ●● Maths and science remained the largest subject focus area in 2015 at 35%, the same as in 2014. ●● At the end of the second quarter of 2015, unemployment stood at 25%, up from 22% in 1994. Specialised subjects such as accounting and medical studies accounted for 15% of CSI spend ●● Youth unemployment has always been higher than adult unemployment, increasing from 33% while respondents in the ‘other’ segment indicated support for the likes of adult/consumer in 2008 to 36% in 2014 against adult unemployment, which increased from 14% to 16% over the education, physical education, arts education and systemic education change. same period.

90 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 91 Chapter two Development sector support and spend 2015 Long-term

sustainability The National Alliance for the Development of ●● Based on the 2011 census findings, the prevalence of people with disabilities was 7.5% (2.9 Community Advice Offices (Nadcao) is a non- million), up from 2.1% in 2001. profit organisation committed to the long-term ●● The Department of Social Development reported in June 2013 that South Africa needed 68 498 of Community social workers, but there were only 16 164 registered with the South African Council for Social development and sustainability of Community Services Professions. Advice Offices Advice Offices (CAO). An overview of CSI spend on social and community development Community Advice Offices are small, non-profit organisations that offer free basic legal and human rights information, advice and services to people who are marginalised through poverty, social circumstances and geographical location. 46 Type of support Nadcao was formed as an alliance of human rights organisations in 2005, supported by several key donors including the CS Mott Foundation and Atlantic Philanthropies. These donors were concerned about the fragmented and weakened state of the community advice office sector. They initialised processes that would help secure long-term support to community advice offices as a sustainable way of 2015 2014 ensuring access to justice within poor and marginalised communities. outer inner After 10 years of existence in 2015, Nadcao proudly boasts having strengthened a sector that was on the brink of collapse through building 45% 51% Support for welfare organisations 21% 19% Infrastructure, facilities and equipment partnerships, advocacy and resource mobilisation. Nadcao also launched the Association of Community Advice Offices of South Africa 21% 15% Job creation programmes (ACAOSA), a voice organisation for the CAO sector. Nadcao currently has 312 community advice offices in all nine provinces throughout 8% 8% Awareness programmes South Africa, 290 of which are members of ACOASA. 5% 7% Other interventions

% CSI social and community development spend VISION Sector regulation and recognition

Corporate 2015 n=57 / 2014 n=74 We envisage a sustainable CAO sector, For many years, CAOs managed without sufficient regulation. Nadcao, providing effective service delivery and having together with the National Task Team (NTT) on community-based paralegals, an effective voice able to attain recognition, made an oral submission to Parliament’s Portfolio Committee on Justice and institutionalisation and support from society. Constitutional Development calling for the inclusion of community-based 47 target beneficiaries paralegals in the Legal Practice Bill. The bill was assented in September 2014 with the inclusion of a Section 34 which calls for regulatory framework 2015 2014 outer inner for the community advice office sector. The approval coincided with the 29% 33% Orphaned and vulnerable children Central Case Management System recognition of CAOs by the Portfolio Committee on Justice in South Africa in 14% 0% Youth Nadcao’s centralised case management system Gazette No. 64-2014. 11% 11% Non-specific beneficiaries (CCMS) assists community advice offices with the 10% 8% Unemployed 8% 12% People with HIV/Aids administrative aspects of case filing as well advocacy. 6% 8% People with disabilities The CCMS enables CAOs to generate statistical reports COMMUNITY ADVICE OFFICE SECTOR PARTNERS 5% 6% Victims of violence and abuse of their casework, which will be a useful tool when 4% 4% The aged meeting with potential funders, stakeholders and Capacity Development and Training Legal Referral & Support 1% 3% Homeless people partners as well as for the planning, co-ordination, • ProBono.org 1% 0% Prisoners and former prisoners Content % CSI social and community • Legal Resources Centre development spend 1% 2% Animals monitoring and evaluation of options and services • Tshwaranang (gender-based violence) 10% 13% Other beneficiaries required to meet not only community needs, but the • PCRD (ADR) • Southern Cape Land needs for the community advice office. The system • Justice College (Legal Administration) (MoU) Committee • Legal Aid South Africa Corporate 2015 n=57 / 2014 n=71 enables offices and the sector to formulate campaigns Non-accredited paralegal on the basis of strong evidence-based arguments • Black Sash • University Law Clinics (SAULCA) that demand accountability from government • SAULCA/University Law Clinics Accredited Paralegal • CLASI departments and social agents. • Rural Legal Trust ●● The social and community development sector encompasses a wide variety of cause-related • SA Paralegal School • Rhodes University/SA Law School • Centre for Rural Legal initiatives such as care of the aged and prevention of cruelty towards animals, as well as wider- The system, however, has recorded a lower-than- Studies reaching social issues such as unemployment and poverty. Given the scope of the sector, it’s not expected usage rate due to the lack of technological surprising that 74% of corporates support it and that it received 17% of CSI expenditure in 2015. infrastructure characteristics in many community advice offices. Resource Organisations Network Organisations ●● 2015 saw an increase in investment in job creation, from 15% of social and community • SCAT • Community Law and development support in 2014, to 21% in 2015. The increase in job creation support equated to • MAGI Rural Development a decrease in support for welfare organisations such as hospices, children’s homes and places of • Foundation for Human Rights (FHR) Centre Contact details • UWC Community Law Centre (MOU) • Centre for Community safety, which dropped from 51% in 2014 to 45% in 2015. Email: [email protected]/[email protected] • National Youth Development Agency (MOU) Justice and Development ●● Orphaned and vulnerable children are the beneficiary group that continued to receive the most • Casual Workers Advice Office • Ithembalabantu corporate support (29% of social and community development spend in 2015, down slightly Telephone: 011 339 1258 • Education and Training Unit (Paralegal • ACAOSA Provincial Facebook: www.facebook.com/nadcao Manual) Forums from 33% in 2014). At 14% of spend, youth were the second-largest group of beneficiaries, • National Debt Management Association followed by the unemployed, which is in line with the increasing focus on job creation. Director: Nomboniso Nangu Maqubela, nomboniso@ (NDMA) nadcao.org.za Policy and Research Manager: Dr Hamadziripi Tamukamoyo, [email protected] Knowledge Management and Research Officer: Khanyisile Ntsenge, [email protected], 081 013 6023 Admin and Finance Officer: Sheila Matsondota, sheila@ nadcao.org.za, 079 741 3402 www.nadcao.org.za

92 The Trialogue CSI handbook 2015 Q&A Interview by Rose COHEN Focus on development

Health

Globally, governments are in agreement that good health is an important contributor to national development. The South African Minister of Health, Dr Aaron Motsoaledi said in his 2015 budget What is Habitat for Humanity’s new Can you share your experiences of speech that government is pursuing programmes to strengthen the whole health system rather approach? working with government? than health programmes to fight individual diseases such as malaria, HIV/Aids, polio, and so on. We are known in South Africa as the NGO We’ve worked with the NUSP (National The 2015/16 Department of Health (DoH) budget continues to focus on the previous financial year’s that builds houses, but when I joined Upgrading Support Programme) and mandate of preventing disease, promoting health and ensuring quality healthcare. The DoH is also Habitat for Humanity four and a half years various municipalities implementing the continuing to roll out the phased 15-year National Health Insurance (NHI) programme. This system of ago, it became apparent that the work UISP (Upgrading Informal Settlements we were doing was not sustainable. The Programme). We are always very healthcare financing aims to ensure access to appropriate, efficient and quality health services for all. amount of money spent on building one collaborative, but we are not afraid to say Although South Africa has managed to stabilise the incidence of HIV/Aids from 12.2% in 2012 house for one family, alongside the intense difficult things. to 10.2% in 2014, and has implemented a successful antiretroviral programme, the challenge of labour, was inhibiting any large-scale, long- The government has progressive HIV/Aids and TB is still a reality. TB prevalence is highest among mine workers in South Africa and its term impact. policies in place, but it is policy in practice neighbouring labour-supplying countries. The South African Government has that brings change. Government needs provided homes via their Reconstruction to deliver and our aim is to help our state Big picture figures and Development Programme (RDP) and understand where policy implementation ●● Average life expectancy stood at 68 years in 2014. This estimate went down to 61 in cases of continues to do so under the Breaking isn’t working. We draw on our extensive birth with HIV. New Ground (BNG) programme. We asked experience in the field to map out practical Building ●● In 2014, approximately 5.5 million people were living with HIV in South Africa, with about 17% of ourselves: how can we add value to what is ways forward. We don’t point fingers and 15 to 49 year olds estimated to be HIV positive. already being done? sustainable our motto is ‘we can help’. We can play This led us to the realisation that communities an advisory role in research, process and ●● In 2015, three million South Africans were on antiretrovirals (ARV), a figure that comprises more substantial resources are being invested in policy. than 30% of the world’s Antiretroviral Therapy (ART) programme. This has led to congested the construction of houses for low-income clinics and public hospitals. families, but little is being done to help Does volunteerism still play a role in the ●● South Africa’s infant mortality rate (deaths per 1 000 live births) fell from 56 in 2000 to 35 in 2015, Habitat for Humanity model? build sustainable, thriving communities. Since 1996, the global non- which compares favourably with Nigeria where the rate fell from 112 to 70 during the same The intention is there from both the public profit organisation, Habitat for Yes. There is a lot of societal awareness period. However, at this rate, South Africa has not met its Millennium Development Goal target and private sectors, but this is not carrying Humanity has facilitated the created through volunteerism. Our fresh of reducing infant mortality rates to 18 by 2015. approach to volunteer mobilisation is to through to action. ●● While new cases of TB decreased from 353 610 in 2007 to 344 748 in 2012, cases of multidrug- building of over 5 000 houses match volunteers to community action Habitat for Humanity’s new focus is, resistant TB have been on the increase from 7 350 in 2007 to 14 161 in 2012 with the highest therefore, on building a different country for low-income families in plans. For example, if a community incidence recorded for KwaZulu-Natal (47% of total multidrug-resistant TB cases in 2012). and not just houses. We are building the South Africa. While this has indicates a need for food security, which ●● According to OECD statistics, South Africa had an estimated 0.8 registered doctors per 1 000 capacity of the families receiving houses. provided shelter for many, can be met with the installation of a food it has not fully realised the garden, then we will identify appropriate people, compared to the World Health Organisation recommended ratio of 1:1 000 people. How do you develop economically South Africa’s ratio lags way behind Cuba which has the world’s best ratio of 5.9 doctors per organisation’s desire to impact volunteers and recruit them for the task. sustainable communities? This doesn’t mean that volunteers won’t still 1 000 people. poverty in the long term. In an We start with community-led social scoping be building – we recently built 12 latrines ●● The number of nurses, including registered, enrolled for training and auxiliary nurses, stood and asset-mapping exercises. From there, effort to build scale and see for a school that had only one – but the at 270 437 as at December 2014. According to the World Bank data, South Africa had 51 we help the community identify its top higher returns on investment, focus now is on building a community and nurses per 10 000 people in 2013, which compares well with the World Health Organisation’s challenges and empower them to tackle National Director for South addressing critical community needs. recommended ratio of 50 per 10 000 people but lags behind Brazil which has 76 nurses per these. The community is in the driving seat, Africa, Paul Durrant, has been 10 000 people. but we have the network, and we help What measures do you use to shifting the organisation’s determine your success? them make connections. An overview of CSI spend on health Should a community decide that focus from building houses to We use a wide variety of measurement they require houses, we will facilitate the building sustainable, cohesive tools, including the Poverty Stoplight Tool. building of homes, usually in partnership communities. This tool allows families to rate their own with government and a construction level of poverty, before developing and 48 Type of healthcare company, but this will not be done in tracking a plan for change. The tool uses six isolation. We offer workshops on the dimensions and 50 indicators to determine opportunities inherent in owning a home. a poverty rating of ‘very poor’ (red), ‘poor’ 2015 2010 (orange) or 'not poor' (green). Communities outer inner We discuss the value of the asset and the 76% 46% Primary healthcare responsibility for maintaining it. In the past, will rate themselves before, during and 6% 17% Secondary healthcare we had a construction team to complete after an intervention and are encouraged 9% 14% Tertiary healthcare 9% 23% Other types of healthcare our building projects, now we have a to explore and establish their own solutions community development team supporting to addressing their poverty levels.  communities in long-term change. PAUL DURRANT % CSI health spend National Director [email protected] Corporate 2015 n=47 / 2010 n=57 www.habitat.org.za 021 657 5640

94 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 95 Chapter two Development sector support and spend 2015 Focus on development

An overview of CSI spend on food security and agriculture 49 type of intervention

50 type of support 2015 2010 outer inner 37% 52% HIV/Aids 24% 17% Healthcare education, training, capacity building 2015 2010 outer inner 17% 13% Infrastructure, facilities, equipment 12% 9% Wellbeing initiatives 32% 24% Food relief/feeding schemes 3% 6% Non-specific general donations 29% 39% Survivalist farming 7% 3% Other interventions 19% 21% Small-scale farming/commercial agriculture 12% 8% Infrastructure, facilities and equipment 4% 8% Non-specific general donations % CSI health spend 4% 0% Other

Corporate 2015 n=45 / 2010 n=57 % CSI food security and agriculture spend

●● In 2015, 59% of corporate respondents supported the health sector, investing around 12% of Corporate 2015 n=27 / 2010 n=29 total CSI spend. This is in line with the health sector support and spend reported in 2014. ●● Expenditure was increasingly concentrated on primary healthcare and at 76% in 2015 was significantly up from 46% in 2010. This increase has corresponded with a decrease in support for ●● Although food security and agriculture still represents the fourth most supported development secondary, tertiary and other types of healthcare. sector, the proportion of corporates supporting the sector declined slightly from 42% in 2014 to ●● The proportion of health budgets that focused on HIV/Aids in 2015 was 37%, significantly down 37% in 2015. The sector received 7% of total CSI spend in both 2014 and 2015. from the 52% of health spend in 2010. This decrease reflects the increasing support government ●● Almost a third (32%) of CSI spend in this sector went to food relief and feeding schemes in has provided for HIV/Aids and corresponds with an increase in corporate spending on capacity 2015, significantly up from 24% in 2010, which is somewhat surprising given that such initiatives building in the health sector. Corporate investment in health infrastructure, facilities and are not a sustainable solution. Encouragingly, support was also still shown for agriculture with a equipment also increased marginally, from 13% in 2010 to 17% in 2015. 29% investment in survivalist farming (although it went down from 39% in 2010), 19% investment in small-scale farming and 12% investment in infrastructure, facilities and equipment. Food security and agriculture Entrepreneur and small business support Global warming and falling water tables are making it increasingly difficult for poor countries to feed their growing populations. Efforts to end hunger, malnutrition and poverty are, therefore, a The entrepreneur and small business sector, also referred to as the small, medium and high priority for most nations. South Africa has moved away from primary sectors providing natural microenterprise (SMME) sector, is important for job creation and economic growth, but environments resources, like agriculture, to secondary (manufacturing) and tertiary (services) sectors. However, for are not always conducive to this sector reaching its fullest potential. According to research conducted poor households, especially in rural areas and informal settlements, the requirement for food security for the SMME Catalyst for Growth (C4G) Programme, in South Africa, 50% of SMMEs fail within and agriculture cannot be ignored. Society as a whole has a responsibility to ensure that vulnerable the first two years and 85% within the first 10. Furthermore, 67% of SMMEs provide employment communities do not starve or suffer from malnutrition, and that communities are encouraged and opportunities for their owners only. Consequently, the government and corporate sectors have a supported to become self-sustaining. crucial role to play in supporting, stimulating and ensuring the success of South Africa’s SMMEs. Big picture figures Big picture figures ●● According to the Poverty Trends Report released by Statistics South Africa, 20% of the ●● Informal businesses contribute approximately 20% to South Africa’s GDP. population live below the food poverty line. Furthermore, 26% of South Africa’s population ●● Of the 500 SMMEs surveyed for the SMME growth index, 25% reported a decline in turnover in regularly experiences hunger. 2015 compared to 22% in 2014, and 21% reported a decline in staff complement compared to ●● About 40% of South Africa’s underprivileged population resides in rural areas and either directly 18% in 2014. or indirectly depends on land as a source of livelihood. ●● Based on the 2014 Global Entrepreneurship Monitor (GEM) report, the percentage of adult ●● According to Stats SA, in 2011, poor households spent 34% of their annual expenditure on food South Africans involved in entrepreneurial activity has dropped by 34% since 2013. and non-alcoholic beverages, while non-poor households spent 11% of their annual household ●● Education impacts entrepreneurial activity. According to the 2014 GEM report, South Africa’s expenditure on such goods. education system is one of the worst in the world, with levels of maths and science performance ●● Food inflation in South Africa averaged 6.4% from 2009 to 2015, higher than the core inflation ranked at 144 out of 144 countries. rate which averaged 5.1% over the same period.

96 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 97 297X210_CSI_FA.pdf 1 2015/10/12 3:55 PM

Q&A Interview by shona young FIVE GOOD REASONS TO CHOOSE WESSA AS YOUR CSI PARTNER

What are the key motivators for Some say that entrepreneurship can’t including entrepreneurship in the school be taught. What is your view on this? curriculum? There are two parts to being a successful The National Development Plan outlined entrepreneur. The first part is having an 650 000 the creation of 11 million jobs by 2030 but enterprising attitude where one is hungry only four million will come from the formal for spotting opportunity and awake to sector. This means seven million jobs will opportunities that present themselves. The need to be created. Teaching learners and second part is possessing entrepreneurial exposing them to entrepreneurship will skills such as knowing how to run a WE’RE IMPROVING lead to increased levels of job creation and business, how to manage finances, develop EDUCATION employability. This will help to address products, manage staff and how to market We work with teachers and learners socio-economic problems and reduce your products. The enterprising attitude throughout South Africa to support and poverty as well as grow leadership in may be innate in some, but on its own it improve school curriculums with regards to the country. environmental learning, equipping children is not enough. Through entrepreneurial to live sustainably in the future. Through education we aim to help people with the our schools programme we reach over How will bringing entrepreneurship into learners and over the classroom help address this need? Bringing hunger to acquire the skills to start and run their own business. For those who aren’t 6 50 000 45 000 educators. The nature of jobs in the 21st century is entrepreneurship going to be entrepreneurs, developing changing as technology replaces human entrepreneurial styles of thinking enables resources. Teaching, therefore, has to into the them to become more employable and C be done differently if we are to address classroom better employees. the skills gap between what the current M curriculum provides and what is needed Mathematical and communication skills Y in the world of work. We must equip our are critical to entrepreneurship: are learners with creative, innovative and critical The Maharishi Institute aims these being addressed adequately? CM thinking skills so that they’re prepared. to make tertiary education Yes. The first key recommendation in our MY

Entrepreneurship education develops core accessible to all through blueprint document is to collaborate with CY employability skills and mindsets, such the Foundational Learning Task Team to a unique self-funding CMY WE’RE IMPROVING SKILLS as action orientation, creativity, problem- improve the essential skills necessary for model which won a Global Our extensive range of courses is designed solving and social consciousness. English (literacy), maths (numeracy), science K Education Award in 2010. to address the critical scarcity of skills and and technology. Without this it’s impossible training required to drive South Africa’s What is the role of the Maharishi The organisation is working to introduce mandatory entrepreneurship green economy. Between 2012 and 2014, Institute? with the Department of education (which is our second participants attended our accredited and non-accredited The Institute was established to develop Basic Education (DBE) to recommendation), since these skills not 1123 a new generation of business leaders for courses facilitated around the country. introduce entrepreneurship only form indispensable tools for successful South Africa through values-based, holistic entrepreneurship, but for achieving any education for disadvantaged youth. Our into the national curriculum significant level of success. educational programmes provide access to for schools. Gabriella Geffen an internationally recognised degree, and from the Institute’s Business What role can corporates play in supporting entrepreneurship in the entrepreneurship is a key component in all Development division shares phases of this process. school curriculum? Together with the DBE, Dr Taddy insights on the importance of Our blueprint document recommends Blecher, CEO of the Maharishi Institute, introducing school learners to that businesses actively engage with and I have produced the Blueprint for entrepreneurship. local educational institutions to facilitate Implementation of Entrepreneurship and practical learning experiences. Teachers Social Entrepreneurship in the South must interact with businesses to improve WE’VE BEEN CARING WE’RE CONSERVING OUR WE’RE ADDRESSING African School System. Dr Blecher was their ability to teach entrepreneurship FOR THE EARTH FOR COUNTRY’S BIODIVERSITY WATER CHALLENGES appointed Chairperson of the South effectively. Businesses need to be active YEARS We work to achieve formal protection status We are working to ensure healthy strategic African Government task team on in local skills development. Involvement WESSA has been a membership for areas of high biodiversity. This helps to catchments in southern Africa through Enabling Entrepreneurship for the Human can include speaking at school events, 90 protect keystone species and restore capacity development and protection and organisation since 1926, and we’ve become Resource Development Council and we sharing stories, talking about lessons a leading implementer of environmental South Africa’s valuable ecosystems. At the restoration of the region's water resources. are doing this work in that capacity. The learnt and encouraging learners to think initiatives in southern Africa, bringing same time, we’re able to create measurable social and economic benefits for people. blueprint sets the goal for introducing about starting their own businesses. Local about the social change required to enable individuals, communities and government entrepreneurship, social entrepreneurship GABRIELLA GEFFEN businesses could also engage with schools to offer hands-on experiences to learners to make more sustainable lifestyle and and employability training into the National Business Development: Maharishi Institute environmental management choices. School Curriculum. It is being initiated right [email protected] such as mini-internships or activities during maharishiinstitute.org the schools holidays and ‘send a child to now and is set to be fully completed 011 492 0005 by 2030. work’ days.  To find out more email [email protected] or visit www.wessa.org.za

98 The Trialogue CSI handbook 2015 Chapter two Development sector support and spend 2015 Focus on development

An overview of CSI spend on entrepreneur and small business support An overview of CSI spend on environment ●● The environment received 3% of CSI expenditure in 2015, the same as in 2014. However, whereas 39% of companies supported projects in this sector in 2014, this declined to 33% in 51 type of intervention 2015. ●● CSI funding in this sector favoured water conservation and wetlands management (20%), wildlife 2015 2014 conservation (17%), waste management (15%) and biodiversity (12%). These figures are in line outer inner with 2014 allocations. 63% 64% Skills development for entrepreneurs 21% 24% Providing finance ●● Support for awareness programmes dropped significantly from 19% in both 2013 and 2014 6% 7% Infrastructure, facilities and equipment to 2% in 2015. In addition, our research registered no support for infrastructure, facilities or 2% 1% Non-specific general donations 8% 4% Other interventions equipment, non-specific general donations or other contributions.

% CSI entrepreneur and Sports development small business support spend Sport is an important ingredient of social cohesion and national development, with the added Corporate 2015 n=25 / 2014 n=33 benefit of improving health and fitness. To build an active nation and attain sustainable success, participation in sports needs to be encouraged at all levels, with equal access to competitive or ●● For the fifth year in a row, CSI funding for entrepreneur and small business support averaged recreational opportunities within schools and communities. 5% of estimated CSI expenditure, with one-third (33%) of responding companies supporting this To this end, government and corporates are taking significant steps towards transforming the sector. sports sector, but compared to other development sectors, there is minimal investment. Government ●● Skills development remained the most popular mechanism for small business and entrepreneur is pursuing an agenda of transformation and development through its 2015/16 budget, with a focus support in 2015, at 63% of funding, almost on a par with the 64% in 2014. on school sport. The Department of Sport and Recreation South Africa received R988.5 million for ●● Of the entrepreneurs and small businesses supported by CSI in 2015, an average of 49% were 2015 to 2016, of which, 64% has been allocated to the provision of mass participation opportunities part of the company’s value chain. and recreation under the banner of the department’s Active Nation programme. Environment Big picture figures ●● Statistics show that about half (approximately nine million) of South African children are not Taking care of the environment has become increasingly important across the globe and South active enough whether at home, school or at play, only engaging in 20 minutes of daily activity Africa is no exception. South Africans are looking for greener practices and solutions such as using against the recommended one hour. Older children and girls are at greatest risk. renewable energy, recycling and even urban farming. ●● Participation in organised activity seems to be higher in urban areas where 66% of children play At the end of 2014, South Africa entered the world’s top 10 of countries harnessing renewable sport, compared with less than 50% in rural areas. energy from the sun, with 15 solar plants contributing 503 MW to the country’s electricity grid. Once the Integrated Energy Plan is approved by cabinet, it will inform South Africa’s future energy mix and An overview of CSI spend on sports development prioritise policy interventions for programmes within the energy sector. Interesting patterns in CSI support and spend in this sector are expected to emerge as a result. All stakeholders need to actively participate in ensuring a safe environment, preserving various animal and plant species, and mining 52 type of intervention precious metals in a responsible way. 2015 2014 outer inner Big picture figures 38% 38% Soccer 15% 32% Non-specific general donations ●● Coal remains the primary source of South Africa’s energy supply. It is estimated that 90% of 6% 7% Basketball, netball 6% 0% Athletics South Africa’s electricity is generated in coal-fired power stations. 5% 7% Rugby ●● South Africa is the third most biodiverse country in the world, after Indonesia and Brazil. 4% 0% Cricket 1% 2% Cycling Collectively, these countries harbour most of the Earth’s species and accommodate more than 1% 3% Boxing two-thirds of global biodiversity. 1% 3% Water-based sports % CSI sports development spend 23% 8% Other ●● By mid-2013, South Africa had 528 protected areas totalling 7.5 million hectares or 6.2% of the

country’s land area. Corporate 2015 n=25 / 2014 n=26 ●● In 2014, 23% of plastic waste produced was recovered and recycled, compared to 20% in 2013. ●● There are 221 recycling companies in South Africa and an estimated 1 800 scrap metal converters in the industry, most of which are small, medium and microenterprises. ●● CSI spend on sports development doubled from 2% in 2014 to 4% in 2015. The proportion of corporates supporting this sector also increased from 27% in 2014 to 31% in 2015. ●● Soccer programmes have continuously received the greatest proportion of CSI sports development spend at 38% in both 2014 and 2015, and 37% in 2013. ●● Non-specific donations of 15% and other contributions (23%) made up a similarly large proportion of CSI spend when combined. This could be seen as encouraging multiple sporting codes, across the board.

100 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 101 Mercedes-Benz South Africa Sports-themed breakfasts with a positive impact The partnership with Laureus is unique in that while the funding is predominantly Corporate Social Investment (CSI) focused, it will also be partners with leveraged from a marketing perspective. Part of the funding was earmarked for joint activation which saw five sporting-themed breakfasts over the course of 2015 that were hosted at each of Mercedes-Benz’s Lifestyle Centres across the country. The five sporting themes which featured during these breakfast Laureus Sport for events included the Cape Cycle Tour Comrades Marathon in Durban, The Rugby Championship match between the Springboks and New Zealand in Ellis Park, the Open Championship at St Andrews and the last featured some Good Foundation renowned Cricketing legends with former Proteas Captain Graeme Smith being unveiled as the latest Laureus ambassador. Mercedes-Benz South Africa Vice President: Corporate Affairs Mayur Bhana with sporting “At Mercedes-Benz South Africa (MBSA) we continue to hold Corporate Social for positive social legends and Laureus ambassadors Graeme Smith, Jacques Kallis and Butch James. Responsibility (CSR) in high regard. We also view it as part of the strategic approach to increase the company’s competitiveness. We are very excited change with our partnership with the Laureus Sport for Good Foundation and we are confident that it will go a long way in liberating the youth from the chains of poverty and other social ills. This will also afford us an added platform to make a positive impact to the broader society”, says Mercedes-Benz South Africa Vice President Corporate Affairs, Mayur Bhana. In addition to the Country Patron funding, Mercedes-Benz South Africa sponsored the inaugural Laureus Golf for Good Invitational held in November this year, as well as the inaugural Laureus Polo Day to be held in January 2016. Enabling youth through sport Special emphasis is also given to the Laureus Youth Empowerment through Sport (YES) programme which provides young people with training in One of the MBSA-Laureus media breakfasts held at the leadership, community sports coaching, IT and job readiness. The skills Mercedes-Benz Lifestyle Centre in Constantiakloof. gained through this initiative enable the youth to uplift themselves and their communities through sport. Using sport as a tool for social change enables disadvantaged children of school-going age to change their lives by participating in supervised healthy pursuits while being equipped with life skills. Sport celebrities are invited by Laureus to become ambassadors who in turn promote these projects of which there are 15 in South Africa. MBSA and Laureus have a shared vision of helping change the lives of young people who might otherwise become just another statistic in the country’s landscape of poverty, crime and unemployment by providing them with an opportunity to build a productive life and develop into responsible, healthy and economically active adults.

Recently retired Springbok rugby captain, Jean de Villiers offers some sound advice Our partnership with Laureus offers inspiration to aspiring young players. ❛ to young and vulnerable people in disadvantaged communities to turn their dreams into reality through port has proven itself as a cohesive tool that can bring unity and hard work and determination. development in the South African context. Whether it be Tata Madiba ❜ S walking out onto the rugby field in a Springbok jersey, the 2010 World Mercedes-Benz South Africa Vice President of Corporate Affairs, Cup euphoria that gripped the country or the way in which supporters share Mayur Bhana the glory when a sports hero achieves the impossible – sport can be a tool for social change. One organisation that recognises this power and utilises it to address social challenges is the Laureus Sport for Good Foundation and as part of its long-standing tradition of being an organisation that also embraces positive social change, Mercedes-Benz South Africa (MBSA) has entered into a new partnership with the Foundation that will see the company, already a global partner through its international parent company, become a Country Patron and effectively the primary funder for the Foundation in South Africa. For 2015, MBSA has invested more than R3 million into the project. www.mercedes-benzsa.co.za Chapter two Development sector support and spend 2015 Focus on development

Arts and culture Big picture figures ●● In 2015, 63% of South Africans lived in urban areas compared to 50% in 1994, increasing the A nation can express, and to some extent realise, its dreams and aspirations through arts and culture. demand for housing. The ability to translate experiences into images, words or music is central to human expression. ●● In 2014, more than three-quarters (79%) of South African households lived in formal dwellings, Government supports arts and culture as sources of social cohesion. The Department of Arts and while 13% (over two million households) lived in informal dwellings and the remaining 10% in Culture received R3.9 billion for the 2015/16 financial period, an 11% increase from the previous traditional dwellings. financial period budget, but still a relatively small amount which is considered by many to be ●● Stats SA reported that 90% of South African households had access to piped water in 2014. inadequate. There is also minimal corporate investment directed at the sector, compared to other ●● The percentage of households connected to the electricity supply from the mains increased development sectors. from 73% in 2002 to 86% in 2014. ●● The percentage of households without proper sanitation facilities across the country declined Big picture figures between 2002 (12%) and 2014 (5%). ●● A national mapping study commissioned by the Department of Arts and Culture (DAC) in 2014 revealed that the arts and culture sector contributed over R90.5 billion to the South African An overview of CSI spend on housing and living conditions economy (representing 2.9% of GDP) in 2013/14. The sector created employment for over 560 000 people, the majority of whom are young (under 35 years). 54 type of intervention ●● Four provinces combined – Limpopo, Northern Cape, North West and Mpumalanga – accounted for only 10% of visual arts enrolment for grades 10 to 12 in 2009. According to the 2015 2014 2009 CSIR survey, most schools indicated that the low enrolment was due to lack of staff to outer inner teach arts and culture at that level. 27% 13% Facilitating housing development ●● Visual arts comprised about 40% of the 8 706 students enrolled in professional arts at tertiary 26% 73% Building houses 17% 0% Water and sanitation level in 2006, a drop from 47% in 2005 and 49% in 2004. 13% 14% Materials supply 3% 0% Energy/energy-efficiency initiatives An overview of CSI spend on arts and culture 14% 0% Other

% CSI housing and living conditions spend 53 type of intervention Corporate 2015 n=7 / 2014 n=8

2015 2010 outer inner 40% 40% Performing arts ●● As in previous years, corporate investment in this sector was low at only 1% of CSI spend. 20% 15% Visual arts 12% 12% Culture and heritage However, the proportion of corporates addressing housing and living conditions grew from 11% 10% 9% Festivals, competitions and awards in 2014 to 13% in 2015. 8% 12% Craft sector 4% 8% Language and literature ●● Encouragingly, spend on facilitating housing development increased from 13% in 2014 to 27% 0% 4% Non-specific general donations in 2015. Building houses waned as a popular corporate intervention in 2015, with support for it 6% 0% Other dropping dramatically from 73% in 2014 to 26% in 2015. % CSI arts and culture spend ●● The 17% investment in water supply and sanitation was a great increase on last year’s 0% Corporate 2015 n=20 / 2010 n=31 response from the research sample. Energy and energy-efficiency initiatives also received 3% off a zero base in 2014. Given the small sample these numbers should be used with caution. ●● Although there has been a slight increase in the number of corporates supporting this sector (26% in 2015 compared with 23% in 2014), the percentage of overall spend remained constant Safety and security at 2%. ●● Once again, the largest proportion of spend (40%) went to the performing arts, in line with 2010. International terrorism and globalisation, as well as cyber crime, have softened borders and The visual arts continued to receive the second-largest allocation, while the culture and heritage exacerbated security problems for many countries, including South Africa, a complication the sector received the third-largest. country can ill afford. In addition, rampant corruption and crime pose a serious and direct threat to South Africa’s reconstruction and development initiatives, good governance and ultimately stability, Housing and living conditions especially at a local level. Although crime is a key strategic concern for the country, only a few corporates are involved in the funding of safety and security development initiatives. Creating sustainable human settlements that will improve the quality of life for the poor remains a challenge for government in the face of rapid urbanisation. Efforts to address the housing shortage Big picture figures have been evident since the adoption of the Breaking New Ground (BNG) policy in 2004, which ●● The average number of murders committed daily in South Africa has increased for the third year in promoted a state subsidy for housing. In line with its comprehensive housing policy, the state has a row, from 45 in 2012/13 to 47 in 2013/14 and to 49 in 2014/15. built 1.4 million housing units, providing more than five million people with secure homes since 1994. ●● South Africa has 194 852 policemen, with a police:population ratio of 1:346, which is well within In 2009, government’s focus shifted from providing shelter, to providing sustainable and integrated the UN-recommended ratio of one police officer for every 400 citizens for effective policing. human settlements. The Comprehensive Housing Plan (CHP) aims to change spatial settlement ●● South Africa had 1 868 398 registered security officers in 2013/14, and close to 30% of them patterns by building economical and socially integrated human settlements that will enable people were employed in 2013/14. South Africa, therefore, has significantly more security officers than to work, pray, play and access amenities required for day-to-day living. The Department of Human policemen in the country. Settlements (DHS) plans to use the R30.9 billion allocated for the 2015/16 financial year to achieve ●● There were 154 504 prison inmates in 2014. People between the ages of 14 and 25 years these goals. account for 29% (about 45 000 people) of the country’s prison population.

104 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 105 Chapter two Development sector support and spend 2015

An overview of CSI spend on safety and security MMI FOUNDATION

55 type of intervention

2015 2014 outer inner 36% 15% Infrastructure, facilities and equipment Committed to the lifetime financial wellness of South Africans 19% 29% National anti-crime/safety campaigns 15% 19% Community policing forums 15% 3% Capacity-building/empowerment programmes At the heart of what MMI does as a business, is its commitment to reaching rural schools in the Eastern Cape with medical trucks 1% 3% Support of relevant authorities the lifetime financial wellness of South Africans, a commitment might require hours of planning, but once there, addressing 0% 2% Gangsterism/school crime 0% 16% Non-specific general donations echoed by its CSI arm, the MMI Foundation. For the Foundation to academic underperformance resulting from poor eyesight, takes 14% 13% Other realise its purpose of improving the lifetime social and financial but a few minutes. Through its partnership with Mercy Ships SA, % CSI safety and security spend wellness of people, communities and businesses, it dedicates itself Momentum is providing eye tests to rural schools. to investing in partnerships with government, non-profit Corporate 2015 n=7 / 2014 n=14 To ensure students are focused on learning, and not distracted by organisations and communities in need. Through MMI brands the challenges in their environment or the lack of basic necessities ●● Safety and security is one of the least funded development sectors among corporates. The Guardrisk, Metropolitan and Momentum, it oversees, guides and like food and clothing, Guardrisk has partnered with various sector just attracts 1% of CSI expenditure, the same as in 2014 and 2013. The proportion of supports projects in the field of sports development, disability and schools and organisations for destitute children to support their companies supporting the sector dropped from 15% in 2014 to 10% in 2015. This is a surprising education (including consumer financial education). Common to schooling careers. Over the years initiatives have included statistic considering the threat crime poses to South African businesses. all these projects is their alignment to national priorities and the construction projects to build secure learning environments, food ●● More than a third (36%) of spend in this sector went to bolstering the relevant authorities, with Millennium Development Goals, interlinked with the specific gardens and staff raising money for textbooks and school shoes. the remaining spend spread fairly evenly among community policing forums, capacity-building needs of local communities. Recently, they’ve invested in specialised learning equipment for or empowerment programmes, national anti-crime and safety campaigns and other initiatives. Education has been and will remain an undisputed national schools for the disabled. ●● Investment in infrastructure and capacity building shot up in just one year. Support for national priority. And, rightly so. When the 2014 results of the annual campaigns declined substantially, and respondents stopped funding the combating of South African Household Financial Wellness Index – a partnership gangsterism and non-specific causes entirely. However, these results should be treated with between Momentum (one of MMI’s brands) and Unisa – was Poor education has left a wave of young caution due to the small number of respondents each year. released earlier this year, it too emphasised the importance of people largely unemployable and education to build the resilience of households. The data showed economically destitute. The Foundation has Disaster relief a direct correlation between the collective level of education within a household, and its ability to face off economic challenges committed itself to staving off this wave by Although South Africa may not be affected by large-scale disasters such as earthquakes, the impact and remain financially well. It also pointed to the necessity of supporting education initiatives, including of disasters in the country is intensified by the vulnerability of people living in informal settlements financial education to grow financial capability and safeguard (over two million households in 2014). These people live in under-served, ecologically fragile or households. consumer financial education, across marginal areas and therefore face recurrent natural and other threats, such as floods and fires. the country. South Africa is also exposed to a range of weather hazards, including drought and storms that Grassroots partnerships to large scale initiatives can trigger widespread devastation and hardship. Its shared borders with six Southern African Poor education has left a wave of young people largely unemploy- neighbours present cross-boundary risks and obligations for humanitarian assistance in times of In terms of financial education, Metropolitan hosted its regular able and economically destitute. The Foundation has committed emergency. Invest in Your Future workshops across the country to promote itself to staving off this wave by supporting education initiatives, The complexity brought about by a history of oppression and diverse cultures makes communities financial education and wellness within local communities. including consumer financial education, across the country. vulnerable as they interpret disasters differently. Disaster relief efforts can become complicated due Momentum’s Making Money Matter financial literacy board game Annually it devotes more than 60% of its allocated funds to to cultural differences, and the need for sensitivity and community awareness. Comprehensive, aimed at high school learners, offered youngsters the opportunity education. Some are large-scale collaborative projects, which unite proactive and flexible engagement is required to enable effective disaster management. to make financial mistakes which would otherwise be very costly, the leading experts, resources, and relevant stakeholders to come within the confines of a game, while its Motheo Financial The big picture figures up with best practice models and influence policy like its support Dialogues unpacked various topics associated with group of the National Education Collaboration Trust (NECT). Others ●● The number of fire incidents recorded in South Africa increased from about 250 in 1990 to close insurance and retirement funds. Motheo consisted of radio materialise in on the ground curriculum and teacher support in to 900 in 2004, affecting about 7 200 informal dwellings around Cape Town in 2004. broadcasts aired over ten vernacular community radio stations in rural areas like Mpumalanga through the Momentum brand, Gauteng, and facilitated face-to-face sessions held with listener ●● The City of Cape Town recorded 7 597 vegetation fires and 1 609 structural fires between More information where the dedication of teachers and ambition of students meet. November 2014 and March 2015. about how to clubs. And, because it is never too early to start investing in the future, ●● The 2011 flooding disaster that cost the country more than R2 billion in damages revealed some support the various The MMI Foundation, through its continued support of education some initiatives, specifically that of the Metropolitan brand, focus weaknesses in the country’s disaster management plans. development sectors initiatives, is supporting the MMI intention of being an active can be found in on strengthening Early Childhood Development (ECD) centres. ●● Humanitarian logistics account for approximately 80% of all disaster relief activities. corporate citizen. The various MMI brands remain at the forefront our new Trialogue Funders Guide to of this and the next page contains some of their project highlights An overview of CSI spend on disaster relief Social Development Removing Barriers in numbers; numbers which all speak to the vision that every For the first time, Trialogue added disaster relief to development sector categories in order to in South Africa. The Where potential barriers to quality education exist, greater effort effort invested in education, is an investment in a better future for understand how companies have responded to high-profile events. While a significant 17% of a guide for funders digital version is is made towards eliminating them. The logistical complexities of South Africa. available online at companies reported giving to these types of causes, disaster relief accounted for less than 1% www.trialogue.co.za/ of giving. Causes supported included floods in Cape Town, Mozambique and Malawi as well as products xenophobic attacks, the Ebola crisis and fires in Kya Sands and Cape Town. 

106 The Trialogue CSI handbook 2015 Overview of education initiatives 7% Number of beneficiaries Spend per focus area R1.9m 10% Health R2.6m 602 531 Disability 38% Sports Development R9.9m 14% Total spend across focus areas R3.7m 100% Education Matric pass 1 000 community Financial Education R26,5m 5 ECD centres 2 000 pre-schoolers 120 qualified as rate for UJ members attended and 1 school receiving quality ECD pratitioners Metropolitan Academy financial education 31% renovated education workshop R8.3m

National project footprint LIMPOPO Highlight: MMI Foundation Momentum Metropolitan Guardrisk Mitchells Plain Primary School Project – Recycle to Save and Spend. 1 200 learners: collected 4 520kg of recyclebles, raised R1753, and started a vegetable garden. 775 ECD practitioners trained R Promoting creativity and environmental awareness MPUMALANGA in ﬁnancial literacy ++ + =

NORTH WEST GAUTENG

FREE STATE KWAZULU NATAL

NORTHERN CAPE

1 600 Math kits 30 M2E 8 000 eye tests 1 500 trained in 29 Gr 1 to 1 200 learners sports bursaries in rural schools special needs education educators supported

EASTERN CAPE

Highlight: WESTERN CAPE * Spend based on FY 2014/2015 25 caddies from across South Africa graduating with a National 3 000 radio 59 financial 5 schools playing a Diploma in Professional Golf at eta College. Endorsed by the minutes covering education community financial boardgame PGA, these women and men can now earn an income as coaches. financial matters in workshops Focus areas African languages

MMI FOUNDATION

Health Health Education Health 2 projects 4 projects (including financial 1 project literacy projects) 11 projects Highlight: Education Education Education 245 employees Extra classrooms raised school fees for 50 orphaned When employees get involved, the power to change our society is 2 projects (including financial Sports Development 4 projects literacy projects) for 300 learners children truly unlocked. 5 projects 12 projects That is the motto of the Lebone (Sotho word meaning ‘light’) CSI team at Guardrisk. Always eager to become personally invested, staff highlights include Sports Development Disability renovation and clean-up days and career days hosted at their Sandton offices. 2 projects 8 projects “The school aims to give the “The irony is when we become involved as volunteers in communities, especially best possible education to 165 children where children are concerned, you receive more in return. You come away “The Foundation helps us to “They have a passion for “With their support we are raising destitute children. supported with 700 learners changed and hopeful about the future. That is why every initiative in education food and educational received school shoes assist children in fulfilling unleashing financial freedom to achievement levels in Maths. Guardrisk makes it possible has actually been a highlight,” says – Thabo Qoako, Chairman Lebone Committee ” necessities their potential ” the underprivileged.” Nicky de Bruyn for us.” Wim Els Bernice Rose Director: Uplands Maths Outreach Riana Anderson The Actuarial Society of South Africa Unity in Africa Principal: Pure Hope Kids www.mmifoundation.org.za practice corporate

African Eyes Photography / Woza Moya Chapter three

110 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 111 Corporate practice Barclays Africa chapter three

Getting Africa ReadytoWork For Barclays Africa, becoming the ‘Go-To’ bank means facilitating greater, more inclusive prosperity for current and future generations. This ambition is Since young people leave the education system at different at the core of the Group’s citizenship approach and one of the ways in which stages of learning, ReadytoWork curriculum is tailored to support its purpose and values are embedded in the corporate culture. individuals across three critical transitions from basic education into work: ●● Tier 1: Graduate youth who have gone through university- level education. arclays Africa’s citizenship approach has evolved over a continent is the high level of youth unemployment – young people ●● Tier 2: College youth who have gone through tertiary number of years, shifting from a philanthropic agenda to grapple with the challenge of limited opportunities and a lack of education at college level. B a more business-led approach that considers the broader skills and uncertainty about how to gain meaningful employment. ●● Tier 3: High school youth who have completed secondary impact it can have on society. ReadytoWork is a new Barclays Africa flagship employability education/high school. The concept of shared growth recognises there is a critical initiative that helps prepare young people across Africa for the Thinking differently – unlocking societal solutions to deliver shared growth interlink between the bank’s success and society’s progress – “as world of work. It seeks to empower young people with the training To help reach and support the greatest number of people on we grow, society prospers, and as society prospers, we grow”. This and development they need to enhance their employment and the continent through the ReadytoWork initiative, Barclays Africa ●● What are some of the societal challenges that exist in our markets? self-employment prospects. is working in partnership with a range of organisations across theme of reciprocity is critical to the bank achieving its Go-To goal ●● Are there commercial opportunities for us to address academia, government, civil society and the private sector. The on the continent. Barclays Africa recognises that if it is to succeed, it The initiative is designed to facilitate the critical transition from h ig hl t s these challenges in a way that is also profitable for must consider the societal context in which it operates and harness education into the world of work and ongoing development bank will also touch young people who are already out of the Barclays Africa? the potential of its people, its innovation and its scale to contribute in one’s career. Its primary aim is to improve the employment education system and actively searching for work or an opportunity ●● Does the solution use our corporate assets and to solving some of the challenges faced on the continent. prospects of people through free education resources, online to create a business. expertise so we are uniquely placed to deliver a solution (potentially through collaboration with others)? “Citizenship is integral to the way we do business; driving a content, workshops and work exposure. ReadytoWork is the At the same time, the curriculum has been designed in such ●● Could the solution meet a need for existing or new a way that it is relevant for people already within the work place; shared growth agenda on the continent can be the key differentiator starting point and the bridge to a young person’s future. customers and clients? hence, any person of any age can access the online learning that informs the Barclays brand from Cape to Cairo,” says Sazini What does ReadytoWork offer? ●● Is this about creating economic and societal value – not Mojapelo, Head, Citizenship Africa. curriculum and download materials to help them sharpen their just about ‘doing good’? To help achieve shared growth, Barclays Africa recognises that ReadytoWork is a free digital and face-to-face learning curriculum skills, including Barclays Africa employees. that helps people develop their entrepreneurial and work skills, it is critical that it considers how its citizenship approach can drive How does ReadytoWork form part of BAGL’s thereby equipping them to find a work opportunity, grow in their product and service innovation that delivers social and commercial Go-To goal in Africa? value, in a way that supports the business strategy. Furthermore career or venture into their own businesses. At Barclays Africa, a key focus area in There are two learning pathways. The first is self-employment The success of Barclays Africa is interconnected with the success ❛ the bank acknowledges that it needs to shift its mindset from our citizenship strategy is to help young of the communities in which the bank operates. ReadytoWork traditional charity donations to sustainable, impactful initiatives that and the second is seeking employment. The learner journey is helps demonstrate Barclays Africa’s commitment to driving shared people from across the continent have leverage on its assets, capabilities and business opportunities to designed to help a young person enter the world of work or start a growth across the continent and will help the bank achieve its goal access to the skills and opportunities they help address a societal need. business with the critical skills they need to succeed and to ensure they have the skills employers are looking for. of becoming the Go-To bank in Africa. need to fulfil their potential. We recognise ReadytoWork: Barclays Africa flagship ReadytoWork helps demonstrate BAGL’s value of stewardship that the crisis of youth unemployment is employability initiative Who is ReadytoWork aimed at? by embedding the long-term interests of clients, customers and preventing many of our young people from Despite a decade of immense economic growth, Africa continues ReadytoWork’s primary focus is supporting young people who communities in the bank’s core business, and to help young people to face a number of societal challenges that limit its ability to have the aptitude, attitude and ambition to achieve beyond the achieve their ambitions in the right way. realising their ambitions, and our priority is opportunities in their immediate world. achieve inclusive economic growth. A key challenge on the Employee engagement to give them the knowledge and guidance Barclays Africa colleagues play a critical role in helping to bring they need to find meaningful employment ReadytoWork to life in communities across the continent, while or business opportunities." Work skills People skills Money skills Entrepreneurial skills also using the curriculum to enhance their own career prospects. Get prepared for the work Develop your interpersonal and Improve your money management Got an idea? Discover more about Sazini Mojapelo, Head of Citizenship, Barclays Africa opportunities coming your way. communication skills. skills to be financially fit. starting and running a small business. Colleagues across the continent can register to be a ReadytoWork volunteer so that they can help facilitate a ReadytoWork session The article refers to Barclays Africa which includes the Barclays offices in with young people, or offer someone a work exposure opportunity Zimbabwe and Egypt. The listed entity Barclays Africa Group Limited (BAGL) in their various fields. This involves: excludes Zimbabwe and Egypt. ●● Facilitating a ReadytoWork session: Facilitate a session on work, people or money skills with one of the bank’s partners to bring the ReadytoWork curriculum closer to young people SAZINI MOJAPELO

Learn more about: Learn more about: Learn more about: Learn more about: in their environment. Head of Citizenship Africa ac t • Preparing to look for work • Understanding people skills • Managing my money • Considering my own business ●● Offering a work exposure opportunity: Employees will be [email protected] • Searching for a job • Working with others • Dealing with credit and debt • Setting up my business www.readytowork.barclays • Starting, settling in and excelling • Improving my people skills • Managing my financial future • Growing my business matched with a young person with whom they can arrange a at work www.barclaysafrica.com one-day work experience at their places of work. Cont 011 846 5149

112 113 Corporate practice Distell Foundation Corporate practice eDcon

Partnering with Walking a safer FASfacts to mentor and more secure new parents life journey with The Western and Northern Cape have a high our communities prevalence of Fetal Alcohol Spectrum Disorder As a leading retailer, employer and proudly (FASD). Distell, as Africa’s leading producer and South African company, Edcon is cognisant marketer of spirits, fine wines, ciders and ready- of its responsibility towards communities it to-drinks (RTD) has partnered with government serves. The retailer’s corporate social investment and NGOs to raise awareness of this scourge focuses on five key strategic development and to support at-risk pregnant women. areas: education, disability, public safety and security, merchandise donation and employee volunteerism. ASD is more than a disability affecting isolated individuals; it is a social disorder with immense cost implications for both government and society. Non-profit FASfacts reports dcon’s expansive stakeholder engagement programme F Community support through Adopt-a-Station that the secondary disabilities and effects, for and due to people involves its ongoing and strategic partnership with the with FASD, cost the government more than any other disability E SAPS in supporting the drive to make communities safe Edcon has adopted the Johannesburg Police Station, the largest each year. Some of the milder effects of FASD on children include against crime. This initiative is informed by the retailer’s desire to station in Gauteng. Support has been provided to the station in problems in concentrating, hyperactivity, unpredictable behaviour build alignment with its stakeholders by walking the life journey an effort to help improve the areas used to engage with victims of and poor anger management skills. These children often drop out with communities it serves. crime and the general public. Edcon has refurbished the station’s of school, become delinquents and turn to substance abuse. Other The partnership has been forged over four years with Edcon Victim Friendly Room (VFR), Customer Service Centre and the effects include mental illness, predisposition to HIV/Aids and TB, donating a total of 51 mobile police units to the SAPS. These units Detectives’ Office, and provided uniforms for the volunteers in inappropriate sexual behaviour, violence and crime. serve as deterrents of crime, through their high visibility and as a the VFR. contact point where criminal activity can be reported. The mobile 63% of these women refrained from drinking during pregnancy Recognising hard work, dedication and Collaborating with communities to protect units are used by the SAPS for special crime and safety awareness unborn children and breastfeeding. One of the successful beneficiaries of the excellence programme describes her experience as follows: “When I found events and campaigns, as well as for community sporting events, Edcon is the primary sponsor of the annual SAPS Johannesburg It is with this view that the Distell Foundation chose to partner with out that I was pregnant, I still continued drinking. When I joined art and musical festivals, national events and raising awareness Central Cluster Prestige Awards. These awards recognise excellent FASfacts on its Pregnant-Women-Mentoring-Programme (PWMP) FASfacts and learnt what alcohol can do to unborn babies, I about partnerships between the SAPS, the business sector and duty performance by nominated police officers from the entire in Worcester in the Western Cape. FASfacts runs this initiative stopped. I could immediately see the detrimental effects alcohol communities. Johannesburg Central Cluster, which is made up of eight police with community members and leaders, schools, youth and church has on an unborn baby.” After stopping drinking alcohol, she The company’s partnership with the South African Police Service stations: Johannesburg Central, Booysens, Sophiatown, Moffat groups and tavern owners. Distell has supported FASfacts since became a mentor and continues to contribute towards the supports efforts to address police visibility and crime prevention View, Mondeor, Brixton, Langlaagte and Mayfair. The awards 2008, choosing specifically to collaborate with the PWMP when it transformation of her community. and focuses on three areas of service delivery: Visible Policing, the celebrate excellence, hard work and dedication and aim to began in 2012, with just 10 pregnant women. This is a two-month Another mentor has used the skills acquired through working SAPS Prestige Awards and Adopt-a-Station projects. encourage members of the police force to serve communities training module aimed at educating and raising awareness on the with PWMP to establish her own NPO in Worcester; Women of Edcon appreciates the role that policing plays in customer and with distinction. In addition to these awards, Edcon supports the mother’s role in preventing the devastating effects of alcohol use in Strength aims to support and uplift women trapped in abusive employee communities, as well as areas where it has business Gauteng Provincial SAPS Prestige Awards, Eastern Cape Provincial pregnancy. Four training sessions are conducted over this period relationships, the cycle of drug and alcohol abuse and abject operations. The group holds the view that the creation of safe SAPS Prestige Awards and the National SAPS Excellence Awards. and mentors visit the pregnant women at their homes weekly to poverty, or women needing emotional or moral support. communities – be they commercial or residential – is everyone’s support the women’s wellbeing and provide assistance if required. PWMP aims to continue expanding, in the hope of reducing responsibility and not only that of the police. Thus, Edcon is Safety and security are key The women also attend group therapy sessions where issues of committed to playing a pivotal role in discouraging criminal the burden of FASD on both the community and government by In a country with high crime statistics, a visible and motivated police self-worth, sobriety and family problems are addressed. activity and thereby making a meaningful difference towards the decreasing the secondary disabilities and issues created by FASD. presence is vital to deterring and reducing criminal activity; creating Key to the PWMP’s sustainability has been the increasing fight against crime, especially in the communities within which our Distell also partners with the Foundation for Alcohol-Related safer home environments and personal safety; improving safety numbers of men in the initiative; they are mentored and, in turn, people live and our businesses operate. Research (FARR) in supporting at-risk pregnant women in the and security in communities; and ultimately building a South Africa can become mentors themselves. FASfacts concluded, through Northern Cape. Visible policing in underserviced areas that is safe for all who live in it. observation, that 63% of these women refrained from drinking during pregnancy and breastfeeding. The 51 mobile police units donated as part of Edcon’s partnership SONJA MORKEL with SAPS forms the basis of the group’s business commitment to Mercia Maserumule Changing lives and futures supporting increased police visibility, and easier access to police ac t Social Investment Controller ac t Group CSI and ED Manager The PWMP is managed by a social worker and there are currently [email protected] services by communities. The donated police mobile units have Transformation and Corporate Affairs 30 female and 10 male mentors working with the group of 120 www.distell.co.za been deployed across all nine provinces at police stations identified [email protected]

Cont 021 809 8344 Cont 011 491 7000 pregnant women. FASfacts concluded, through observation that, and selected by the provincial police commissioners’ offices.

114 115 Q&A Interview by shona young Corporate practice exxaro

Getting behind education to create Could you describe Hollard’s innovative Partnering with the right organisations approach to insuring social initiatives? gives us the opportunity to leverage the We created a platform called HUGinsure skills of others and to work to a much wider a future for its (Humanitarian Universal Guarantee) that geographical scale. will make various social impact insurance Can you share a success story of communities products available to development how this product has benefited an Exxaro aims to improve the quality of education agencies. We teamed up with Dalberg to organisation? help brainstorm the concept and launched in all the communities close to its operations, Project Isizwe is an organisation which the platform at the Clinton Global Initiative aims to bring the internet to people to enhance job prospects and economic in October 2013. across South Africa by facilitating the development in disadvantaged communities. The problem we were tackling is that rollout of free Wi-Fi for public spaces in The feedback shows the impact that these on the one side you have funding and on low-income communities, with a core the other the development agency/NPO interventions are having. focus on connectedness for the purpose that requires funding. In the middle sits a of education. In 2014, the organisation financial institution. We see a delay in the approached Hollard about HUGinsure. funding reaching agencies/NPOs, which Innovative They had run a successful pilot project in ducation is the great engine of personal development. can have a huge impact on the cause or ways to Tshwane funded by the City of Tshwane It is through education that the daughter of a peasant the organisation itself. Our first product ❛ but were unable to continue the rollout involves Hollard underwriting a guarantee insuring social E can become a doctor, that the son of a mineworker as the municipality was between two in favour of the financial institution, which can become the head of the mine, that a child of farmworkers can budget cycles. HUGinsure was able to makes the funds available to the NPO initiatives become the president of a great nation. It is what we make out of issue the guarantee and the banks released sooner than would otherwise be the case. what we have, not what we are given, that separates one person the money, allowing for the smooth from another.” How does HUGinsure work and who is continuation of the project. As of June eligible to apply for it? Hollard Insurance has created 2015, Tshwane has had over 650 000 unique Nelson Mandela, Long Walk to Freedom users on its free Wi-Fi network. HUGinsure measures and manages the the world’s first social impact As a South African-based resources group, Exxaro subscribes resources, parental involvement, enhancing the image of a risks associated with funding NPOs. Tested insurance platform, HUGinsure, How does this product result in positive to Madiba’s vision by investing in education in its neighbouring school in the community rating methodologies and risk management together with D. Capital social impact? communities. The objectives of Exxaro’s interventions are to raise ●● School Leadership Training Programmes – governing bodies, principles are applied to facilitate the Partners of the Dalberg Group. The real benefit lies in the fact that NPOs the quality of education at schools closest to the areas of the management and learner councils underwriting of social impact funding. This become bankable. The product gives them helps funders assess the creditworthiness The insurance platform will company’s mining operations and to enhance quality job prospects ●● Inclusion of technology – moving away from the chalk-and- access to conventional funding models of social projects and organisations so they improve and increase capital in disadvantaged communities. talk method of teaching that are traditionally unavailable to NPOs, can deploy funds with confidence, and flows aimed at assisting the ●● Provision of teaching and learning resources because they can’t provide security, surety Embracing a holistic strategy speed up the flow of funds to NPOs. While ●● An iDeaf Programme for the Sedibeng School for the Deaf, vulnerable poor. or loan guarantees. By speeding up the Hollard currently favours applications from Exxaro’s strategy is typically to conduct a needs analysis in the Lephalale – using iPads to improve hearing-impaired learners’ funding process, HUGinsure ensures development agencies or NPOs based Ian Ross, Hollard’s Group communities and then draft individual education strategies for continuity of operations for NPOs, which literacy and employability within the areas that Hollard operates, any Chief Underwriting Officer, each business unit. As a mining company, Exxaro’s focus areas translates into uninterrupted support for ●● The Exxaro Mountain Bike Academy’s Kids on Bikes initiative. agency is eligible to apply. are mathematics and science, but it takes a holistic approach to tells us more about this beneficiaries. In some cases this can result education, providing teachers and learners with various skills, to What role did partnerships play in the innovation. in lives being saved. Over the past two years, these programmes have yielded a marked improve academic achievements of the learners. In this way, Exxaro development of this insurance product? improvement in learner achievements and provided learners with What are your plans for taking the has a strong drive to provide learners with career guidance in order Partnering is part of our DNA at Hollard. better prospects in terms of furthering their studies and careers. product to scale to benefit more NPOs? for them to make informed choices in the rapidly changing job We find partners who know more about We have had some early successes Expanding the programmes a particular space than we do and we market. All Exxaro education programmes are endorsed by the since launching the product in 2013. We team up to create something innovative. Department of Basic Education at circuit, district and provincial Opportunities for the expansion of these interventions are limitless have since met with various banks and We developed HUGinsure with D. Capital level. and Exxaro is constantly exploring mutually beneficial partnerships insurance companies internationally and Partners and in association with Aon and with other corporates and organisations to effect change in its the response has been good. We hope A change agent in mining communities a number of London-based underwriters communities. The group’s CSI strategy states: “Exxaro has a heart that as we continue developing HUGInsure, such as Lloyds. The Group’s interventions include: we are promoting the concept of social for education: we believe in the potential of our youth and are HUGinsure is creating and pioneering a ●● Learner Development Programmes – Saturday and holiday impact insurance and getting others to committed to being an ‘engine of personal development’, a belief new sector – social impact insurance. While classes, and exam preparation camps for grades 10 to 12 Ian Ross start thinking this way. We want to see integral to our corporate philosophy.” the partners involved have many years of Group Chief Underwriting Officer/ ●● Top Achievers’ Programmes – potential bursary candidates Executive Director the industry building on the work that we expertise in global development, strategy ●● Teacher Development Programmes – formal training and [email protected] have done to a point where insurance for and insurance, the combination of these RAMESH CHHAGAN www.hollard.co.za continuity of NPO operations becomes an classroom-based support disciplines is new. We recently teamed up ac t Group Manager: Community Development Liesbet Peeters accepted industry norm.  ●● Principal Development Programmes – partnering principals with Munich Re and are working closely to [email protected] [email protected] with business leaders to enhance managerial skills 012 307 4038 improve the concept. www.dalberg.com ●● Whole School Development Programmes – infrastructure, Cont www.exxaro.com

116 The Trialogue CSI handbook 2015 117 Corporate practice Growthpoint properties chapter three

Growing learners and enhancing primary education in the Western Cape Growthpoint Properties Limited is the largest listed property company on the JSE, with an owner, manager and developer focus. As part of socio- economic development, the Group focuses on corporate social investments towards social infrastructure, enterprise development, rental subsidies,

staff volunteerism and education. In 2009, Growthpoint made the strategic t ●● Social investments in education need to work in decision to focus its CSI projects on education, issuing a national challenge Growsmart 2015 winners collaboration with other programmes that facilitate cohesion in order to evolve with the dynamic nature of to its shopping centres to identify a cause aligned to the strategy and to social problems. implement a CSI campaign around it. continued learning. In February 2014, a new element was added to ●● Internal stakeholder engagement can be the greatest Growsmart which takes the literacy initiative one step further – that tool for programme sustainability. The staff volunteers of a story writing competition. Six hundred learners were invited to bring co-ordination and infrastructure development expertise. create and submit their own written and illustrated stories, to be he Western Cape identified the unacceptably low literacy schools in the Western Cape, various Growthpoint retail centres, ●● Unintended consequences can provide a lead into judged according to strict criteria set by the WCED. Guidelines levels in their schools as a cause for major concern, since suppliers and staff. Stakeholders are involved in all stages of the underlying problems. For Growsmart, the teacher- were provided to the learners to encourage them to incorporate learner-parent involvement proved to be a way the literacy levels in South African schools are among the programme and are integral to its success. All 11 competition T life experiences and use of their imagination. The top 20 stories of identifying talent and promoting community lowest globally. This resulted in the birth of Growsmart, an annual days are run by volunteers from Growthpoint’s staff, Mustard Seed were published as a collection of works in a book titled Children inclusiveness. inter-school literacy competition aimed at changing awareness Relationship Marketing, various Growthpoint suppliers, and WCED. l e ss on s fr o m g r wsmar ●● Greater impact can be achieved when teachers are Writing to Grow Smart which was distributed to selected schools. and learning behaviour in the school community and tangibly The WCED fully endorses and supports the Growsmart adequately equipped with effective education solutions. The learners’ whose stories were featured received story editing benefiting previously disadvantaged schools and learners. Three programme and acknowledges the change that is evident in the workshops to aid them in their future writing skills. The story writing learners are selected from each of the participating schools to schools in which it operates. “Impact can be linked to changed competition has stimulated research skills, peer learning and media The review was followed by an analysis of the Growsmart compete over 11 Saturdays. Each school has a team mentor, who practice and behaviour in the school community and here we creation among the learners. competition, high-level mapping of the programme stages, and is one of the teachers at their respective schools and will assist in do have positive empirical evidence,” says Genevieve Koopman, facilitation towards developing a theory of change. One of the adequately preparing the team. Director: Curriculum, General Education and Training, WCED. Monitoring and evaluation fundamental questions was how the evidence of enhancing Over a number of months during the year, all learners in In 2014, Constantia Village, Golden Acre Centre, MontClare A five-year review of the programme took place following a literacy and learning experiences would be presented, measured grades 4, 5 and 6 in 200 schools in the Western Cape regularly Place and Longbeach Mall in the Cape were able to conduct book- successful final Growsmart competition held in September and monitored. Performance indicators were discussed in line receive specially designed Growsmart newspapers. The aim of the collection drives for schools that lack library facilities. These centres, 2014 which entailed two workshops, with representation from with the key elements of the objective statement: to enhance the newspaper is to help learners prepare for the competition and to as well as other Growthpoint shopping centres are also able to Growthpoint Corporate Social Responsibility (CSR), Mustard Seed literacy, learning abilities and experience of participating learners. encourage reading, spelling, word definition and comprehension provide tenant sponsorship. Relationship Marketing and the WCED. The workshops included For example, to measure ‘enhance the literacy’, the indicator was practice in the classroom and at home. The content of the The programme actively promotes involvement from learners, an introduction of Growthpoint’s CSR’s approach, the objectives the number of newspapers a learner would have engaged with; newspapers is aligned with the curriculum and approved by teachers and parents. “Growsmart is a great vehicle that assists in focusing on education and the intended social impact. Reflection to measure ‘literacy and learning abilities’, the indicator was the the Western Cape Education Department (WCED). Growthpoint bringing people together from different backgrounds and areas of of the social impact involved questions on what the current literacy increase in vocabulary measured in competition rounds; and to believes in knowledge sharing; their newspaper content is available expertise to tackle the illiteracy challenge, says Shawn Theunissen, problem looks like and Growsmart’s role in addressing it. It was only measure ‘experience’, the indicator was providing conducive on the Growsmart website for anyone who wants to use it. Head of Growthpoint CSR. through the monitoring and evaluation (M&E) programme review learning environments through infrastructural improvements in “Our approach has always been centred on making a difference Engaging stakeholders that Growthpoint was able to identify some of the implementation the winning schools. Going forward, these indicators will be in schools and changing communities for the better, thus the desire gaps in the programme as well as opportunities for improvement measured and monitored to better report on the overall impact the Growsmart is a successful public-private partnership, and includes to see the programme focusing on delivering sustainable results for going forward. “We realised that we needed to develop a programme is having on literacy levels in South African learners. partners such as the Western Cape Education Department (WCED), both teachers and learners,” adds Theunissen. structured M&E framework if we were to be able to report on the Growthpoint recognises that one of the limitations to the Recognising winning schools and winning teams real impact of the programme,” says Theunissen. “For the past Growsmart programme is its restriction to the Western Cape and five years, our reporting had concentrated on the outputs of the Growsmart library The winning school receives an iSchool Africa iPad Learning Lab to that it has not had the opportunity to increase in scale due to programme and not the impact, which is where we show if we are the value of R 250 000, made possible by Growthpoint Properties. capacity challenges. “We would welcome the opportunity to take really making a difference to the learners’ literacy levels,” he adds. Previously the winning school would receive improvements to the programme to scale and expand to other provinces,” says Growthpoint has partnered with iSchoolAfrica to facilitate a their premises and facilities, however it was decided in 2014 that Theunissen. “We are open to partnering and collaborating with long-term intervention to improve literacy and numeracy within the a long-term intervention towards math and literacy was needed. other corporates and interested parties.” winning school. “After the review, we understood that it will take Furthermore, the three learners in the winning team receive long-term investment to turn things around,” says Theunissen. assistance with their future education to the value of R20 000 each. “Partnering with iSchoolAfrica has enabled us to strengthen our SHAWN THEUNISSEN

From literacy to story writing programme inputs as the iPad Learning Lab programme works ac t Head of Corporate Social Responsibility The facilitation of the Growsmart programme affirms that literacy is with the winning school for a period of a year to better equip [email protected] teachers through training and to help learners improve their literacy www.growthpoint.co.za

the foundation for every other school subject, and is important for Cont 011 944 6001 and numeracy scores,” adds Theunissen.

118 119 Corporate practice the hollard foundation trust Corporate practice Liberty Group

Kago Ya Bana Changing realities Liberty has a legacy spanning over 40 years in – significant, community development upliftment activities which are shaped around the wider socio- sustainable, systemic economic needs of South Africa. Education is key to South Africans playing a more change in ECD constructive role in unlocking the country’s Popularly known as KYB, the programme was socio-economic capabilities. Through increasing initiated in Midvaal in 2007 by the Hollard the number of educated and skilled people Foundation Trust, with the objective of making one at a time, Liberty aims to maximise human a significant contribution to improving access potential which is critical. to early childhood development (ECD) services and embedding ECD as a core component of iberty’s key focus area remains education. The company local government’s service delivery mandate. supports initiatives that follow a lifelong trajectory, targeting Having achieved this objective a year ahead L each life stage of a learner with the aim of improving their of schedule, KYB is already well under way to performance in mathematics, physical science and literacy. A being implemented in Lesedi and the City of strong emphasis is placed on mathematics as, through this subject, Johannesburg. learners gain the problem-solving skills that are both necessary and marketable in today’s technically oriented market place. This market place is now global and South Africa must aim to achieve to occur. She told us to study with a purpose. My Kutlwanong a competitive edge; and, as such, Liberty recognises that this educators then added the remaining reactants needed to fuel the he aim at the outset has always been to enable the Zoleka Mphela, the Principal at Ikusasa Bokamoso, an ECD centre in will require expert problem-solvers. Practise in problem-solving vehicle which leads to ultimate success – education,” he adds. Lakeside, Midvaal, and her class. municipality, the Gauteng province and NGO ECD will help to train the country’s future leaders of technological Michael not only achieved a distinction with 100% for both enterprises in the area to improve service delivery so development. mathematics and physical science, but he was crowned the T and funded 15 ECD sites, which all fully met compliance significantly as to be able to achieve universal access to ECD country’s top physical science learner for the class of 2014 by requirements owing to KYB's assistance and intervention. The Supporting maths and science for children in their foundation years of birth to four years old Minister Angie Motshekga. Due to his excellent results, he was the department continues to provide strategic advice and technical One such initiative supported by Liberty is the Kutlwanong Centre – the focus group. The approach was to develop a sustainable recipient of a Liberty bursary and is currently studying his first year support to the municipality and ECD practitioners. for Maths, Science and Technology. Established in 2004 by former model of service delivery, incorporating the formal registration of actuarial science at Wits. teacher, Mr Tumelo Mabitsela, this non-profit organisation assists of ECD centres and ensuring their eligibility for funding from What we have learnt Liberty started funding the Kutlwanong Programme in 2013. learners from previously disadvantaged backgrounds by improving government and other sources, independent of KYB and the “We are eagerly awaiting the 2015 matric results as these learners ●● It is worth building and investing in partnerships at local their performance in core subjects. In so doing, they are provided Hollard Foundation Trust support. The overarching aim was to were our first intake of grade 10s,” says Liberty’s CSI Manager, government level: there are more synergies and shared the opportunity to enter into a wider selection in terms of study field. leave behind a municipality capable of taking care of its own Ayanda Sema. “This programme is but one of many ways in which values than differences. Liberty supports two Kutlwanong centres: Ponego Centre children. This was achieved through systemic change; sustainable Liberty is changing the realities of the future leaders of South Africa ●● Adopt a long-term approach (three to five years) aligned with in Katlehong, Gauteng; and Sibusisiwe Centre in Umbumbulu, interventions; a partnership across spheres of government focusing and will continue to do so,” adds Sema. government planning and funding timelines and processes. KwaZulu-Natal. Both centres cater for 600 grade 10 to 12 learners. In on the child outcomes of nutrition, growth monitoring and school ●● Set up governance structures upfront to ensure effective 2013, 149 matriculants wrote their final exams, of which 147 learners readiness; strengthening practitioner competencies; and ensuring political mandating and oversight and efficient administrative achieved university passes and 77 distinctions were achieved in ●● Learn Like Lerato and the Like to Learn Programme compliance with adequate care and safety of children. accountability. mathematics. The 2014 results were similarly outstanding with 190 are aimed at improving mathematics and literacy skills Full municipal responsibility and other ●● Agree to timelines upfront to strengthen accountability. of the 204 learners achieving a university entrance pass and 83 ti v e s of primary school learners, offered in partnership with Future Thinking Foundation. achieving distinctions in mathematics. achievements Handing over ●● A development programme aimed at improving the The municipality has taken full responsibility for increasing access Medium-term arrangements and monitoring of sustained success Success stories teaching of mathematics by working with teachers to quality ECD for all its children. This commitment is reflected are all part of the official handover of the programme to the at Liberty-supported schools and offered through a Two learners stand out as a testament of the potential of this partnership with ORT SA. in the Integrated Development Plans, which have resulted in the municipality and KYB’s exit from Midvaal, its goals all achieved programme to change realities. Refiloe Machaba from Katlehong ●● The South African Mathematics Olympiad, a national establishment of a dedicated ECD unit with full-time personnel, to ahead of schedule. KYB is now in the implementation phase of Technical High was the top learner in 2013, having achieved a competition, is open to all schools and aimed at

drive and monitor delivery. Municipal by-laws have been revised to ty’ s ot h e r initi a scaling up the programme in the City of Johannesburg and Lesedi. distinction pass with 100% in mathematics and 98% in physical improving problem-solving skills and encouraging provide for the adoption and funding of home-based ECD (or Day The ultimate goal that remains is to make local government fully the love of mathematics in learners. It is offered in science. Refiloe is now in his second year of his actuarial science partnership with the South African Mathematics

Mother model) programmes. responsible for ECD services for all its children. Li b e r studies at Wits University. Foundation and attracts over 80 000 entries. The Midvaal Local Municipality ECD Forum has been established, Michael Bila from Ponego Comprehensive School was the top with representation from relevant municipal departments, district achiever for 2014. “Before being a learner at Kutlwanong, I mostly representatives from the Departments of Social Development and NTJANTJA NED received average grades,” explains Michael. “I used to struggle Liberty Group CSI Department Basic Health and Education, and the ECD Practitioners Forum. ac t CEO Hollard Foundation Trust a lot with my school work. Kutlwanong unleashed the best in me. ac t [email protected] The municipality has also leveraged the Expanded Public Works [email protected] Mam Maseko, the Centre Manager, used to tell us that we should www.libertyholdings.co.za Programme (the EPWP) to fund stipends for day mothers. www.hollard.co.za 011 408 3209 (Direct)

Cont use our emotions as a vehicle to success; that we should review The provincial Department of Social Development registered 011 351 5000 Cont 011 408 3838 (Liberty reception) our disadvantaged backgrounds and notice that change needs

120 121 Corporate practice murray & Roberts chapter three

Contributing to sports development in South Africa The Letsema Sizwe Community Trust (Letsema Sizwe) was established as one of four vehicles to assist Murray & Roberts broaden its economic base. Through the Trust, Murray & Roberts provides benefits to national and regional community groupings with the aim of promoting and enabling social upliftment, empowering black Previous beneficiaries of the Jack Cheetham Awards youth, people with disabilities and black women. include: ●● Bethelsdorp Wrestling Academy – 2013 Winner d s war ●● A National Archery – 2013 First runner up ●● Dreamfields Project – 2013 Second runner up ●● Paarl Canoe Club Development Programme – ince the inception of the Letsema Sizwe Trust in 2006, The Letsema Sports Award 2012 Winner ●● Sedibeng Korfbal Region – 2012 Runner up Murray & Roberts has provided funding to several partner The Letsema Award was introduced in 2009, following the Some of the previous beneficiaries of the Letsema NGOs to carry out work with marginalised groups and outstanding performance of Hilton Langenhoven at the 2008 S Awards: supported the development of sport among both able-bodied Paralympics in Beijing. The award recognises and supports sports ●● Mandeville Aquatics Disability Swimming Centre of athletes and those with disabilities, through the Jack Cheetam and development projects for people with disabilities. Murray & Letsama Sports awards. Excellence – 2013 Winner Roberts assisted Hilton Langenhoven, through the Erinvale Charity ●● Wheelchair Basketball South Africa Disabled – 2013 First The prestigious Jack Cheetham Awards Organisation, for a period of three years and contributed towards runner up his educational, personal and ongoing sports development. Since ●● South African Wheelchair Rugby – 2013 Second 2015 marks the 34th instalment of the prestigious Jack Cheetham runner up the inception of the award, seven awards have been allocated Awards. The awards were initiated in recognition of the special ●● Shumbashaba Horses Helping People – 2012 Winner qualities of Jack Cheetham, a former director of the company and to individuals and organisations that demonstrate leadership, ●● Rowing for the Physically Disabled – 2012 First runner up the inspirational captain of the South African cricket team in the determination and excellence, despite being differently abled. ●● Judo Institute for Special Needs – 2012 Second runner up 1950s, who instilled in young people the belief that they could win. Winner of the 2014 Jack Cheetham Award Winner of the 2014 Letsema Award Since the inception of the awards in 1981, Murray & Roberts has Diepsloot Mountain Bike Academy was nominated by Cycling acknowledged several sports administrators for their commitment South Africa and emerged the winner out of 30 nominees from Free State Sports Association for the Physically Disabled was to sports development in South Africa. established with the aim of supporting children with disabilities Kirsten Beckett represented South Africa at the 2014 various national sport federations in South Africa. Diepsloot Commonwealth Games in Glasgow. Kirsten is a member of The Jack Cheetham Award was relaunched as an annual award to access and excel across a variety of sporting codes including Mountain Bike Academy provides opportunities for the youth the Johannesburg Gymnastics Club which won the 2009 in 2002 not only to recognise and reward sports administrators, but from the Diepsloot community through sports development and athletics, boccia, para-cycling, goal ball, swimming and cerebral Jack Cheetham Award. also to identify sporting talent within South Africa. The relaunch empowerment programmes to enable them to become active palsy soccer. Most of the children are from disadvantaged Sizwe Ndlovu, was one of the South African lightweight was aimed at promoting sports development projects with a focus participants in the social upliftment of their district. The long-term communities and are identified through partnerships with schools H IG HL T S men’s four who won gold at the 2012 London Olympics. on individuals and teams that have the potential to be champions. vision of the academy is to develop each athlete into a well- for learners with special needs. The association provides an Sizwe was among the first successes to emerge from Since the relaunch, more than 20 organisations have opportunity for athletes with disibilities to participate in sport Rowing South Africa’s schools transformation programme. rounded and skilled individual who is able to earn sustainable Rowing South Africa won the 2002 Jack Cheetham Award. been honoured for their contribution to achieving the sports income and provide for their family. During 2014, athletes from the both nationally and internationally. Athletes from the association development ideals championed by Jack Cheetham. As a result of have been included in the Free State Sports Institute’s high Chaeli Mycroft, winner of the 2011 Letsema Award, academy were selected to represent South Africa at the African recently summited Mount Kilimanjaro, making her the first the significant development leverage achieved by award winners, Youth Games in Botswana, the Youth Olympic Games in Hong performance programme, with one athlete in the SASCOC female quadriplegic to do so. and in recognition of the need to strengthen the impact of the Kong, and they also had a representative at the 2014 UCI MTB Operation Excellence Programme. winners, the prizes for the awards were reviewed, resulting in World Championship in Norway. Selection of winners increased financial rewards over longer periods. This has resulted in enhanced participation, strengthened performance for elite The winners in both categories were selected from among 30 athletes, greater opportunities to attract additional investment nominees and six finalists. The final selection is guided by a set to promote expansion of their outreach and high performance of criteria which include: the quality and reach of their outreach programmes, and contributed to the sustainability of projects. programmes; their ability to identify athletes with potential; Murray & Roberts partners with the South African Sports exposing these athletes to high performance/elite programmes that are aimed at honing and improving their skills; the organisation’s Confederation and Olympic Committee (SASCOC), which assists DONIQUE DE FIGUEIREDO in promoting the awards among relevant sporting codes and is an participation in and achievement at competitions; leadership being ac t Group Corporate Social Investment Executive integral part of the selection process for the awards. SASCOC also instilled in athletes; and their ability to sustain the programme [email protected] aids with the promotion of the awards (www.sascoc.co.za). and their achievements. The winners in both categories in 2014 www.murrob.com exceeded the panel’s expectations on almost every score. Cont 011 456 1587

122 123 Corporate practice NPC – intercement chapter three

NPC builds lasting relationships with communities NPC seeks to create CSI programmes in the areas in which it operates that build relationships between the organisation, its staff and its communities. Their artisan training and employee volunteer programmes are two examples of this goal in action.

PC is a member of InterCement, which has a presence in nine countries with 39 plants. InterCement is owned Artisan training: a community-wide initiative The project has started to bear fruit. Five of nine learners who completed the training programme have been absorbed into by the Carmargo Correa Group, which is Brazil’s second- The participating partners in the Artisan Training Programme N learnership programmes at NPC and Idwala. largest engineering and construction company and a leader in hydroelectrical power plant construction. In South Africa, the NPC’s employees contribute to communities company has over 350 employees. The NPC Ideal Volunteer Programme is integrated with the NPC also has a significant commitment to help build a company’s strategic social investment programmes. It aims to better South Africa through investing in local employment, local create opportunities not only for the company’s employees, their procurement, capital investment, tax contribution and corporate families, its partners and suppliers, but also to contribute to the social investment. The company states, “We aspire to being part development of communities in which it operates. of and making a difference in the community.” NPC sees its volunteer programme as a platform for employees NPC’s CSI strategy seeks to build and strengthen sustainable to give back to their communities and to build relationships relations with the communities in areas which the company within their communities. The programme has three components: operates, in order to contribute to social transformation. Its mission Community Interaction and Volunteer Involvement Committees is to facilitate sustainable community development programmes (CIVICO); volunteer groups called Ideal Volunteer Action Groups with a focus on employee volunteering, education, artisan skills (GAIV); and the annual Day of Doing Good event. CSR programme that aims to strengthen the company’s social development, and income-generating and entrepreneurial CIVICOs are set up in all NPC’s plants. Their responsibilities are investment strategy and contributes to citizenship and community development programmes. to strengthen company ties with the community, stimulate and upliftment in communities where the business operates. It takes The NPC Community Trust support volunteer activities among employees through the GAIV place annually at all InterCement companies during the month other areas, limiting career opportunities for young people from of August. In 2007, NPC established its Community Trust, with the purpose activities. CIVICOs play a key role in disseminating information Port Shepstone and its surrounding communities. The objective Now in its third year at NPC, the Day of Doing Good has seen of investing in the development of communities in and around its to employees regarding social projects; ensuring that their plants is to create a pool of skilled youth who will participate in the job over 4 000 people benefiting in six communities around NPC’s cement operations in Port Shepstone, Durban and Newcastle. The have GAIVs; training and capacity building for GAIVs; organising opportunities in their communities. six operations. Over 800 volunteers, comprising NPC employees, trust’s mandate is to facilitate community upliftment programmes and engaging volunteers for the Day of Good Doing event; as The first intake of students was in 2014 with 23 students selected their friends and families, community members, partners and in two focus areas – education and entrepreneurial development well as the recognition of GAIVs and other volunteers. These from four tribal councils. Tribal authorities are responsible for the suppliers dedicate time and effort to charitable organisations, – which the company has identified as major contributors to social committees comprise of plant managers, HR practitioners, CSI selection of candidates who have matric with maths and science. schools, ECD centres and health centres. and economic development. practitioners, safety and environmental officers, and employees To ensure the success of the programme, a tight selection process with a passion for their communities. This year’s Day of Doing Good took place on 23 August. NPC The objectives of the trust are to: was put in place. Students write two assessments; one conducted The GAIVs are teams formed by NPC employees. They representatives have stated that they are always amazed by the ●● Promote education and entrepreneurial development by the Artisan Training Institute and another by the FET College. co-ordinate their activities, some of which are aligned to the excitement and commitment of their employees in this initiative. ●● Distribute funds to beneficiary communities. The programme runs for 24 months and has three training levels: company’s social investment projects. The volunteer teams have The day is received with so much excitement, enthusiasm and a great team spirit by employees at all their plants and projects. Artisan training creates a pool of skilled local youth ●● Six months’ trade theory training at the FET College five to 10 employees who participate on an ongoing basis. The Employees work with dedication and commitment to the One of the initiatives that NPC supports is the Artisans Training ●● Six months’ practical training at the Artisan Training Institute group has a co-ordinator and has a name chosen by its members. projects they selected. Their sense of ownership and pride about Programme, launched in 2014, which is a partnership initiative ●● On-the-job training/workplace skills for a period of 12 months GAIVs identify projects they want to give their time and skills their contribution is visible. between two major corporates in the Port Shepstone area – NPC at Idwala, NPC and other companies. to under the guidance of the CIVICOs. The company provides funding for the groups to carry out their activities and for CIVICOs and Idwala Carbonates – in conjunction with NPC Trust and the Programme outcomes: to incentivise the work of the GAIVs. HLENGIWE RADEBE Artisan Training Institute. ●● Entrance into learnership programmes The programme aims to bridge the artisan skills gap that exists ac t Transformation Manager ●● Artisan entry-level employment The Day of Doing Good [email protected] in the province, particularly in the South Coast where NPC and ●● Small enterprises. The Day of Doing Good is a strategic employee voluntary 031 450 4523

Idwala operate. These skills are often imported from Durban or Cont 083 412 5551 initiative launched by NPC in 2013. It is part of InterCement’s

124 125 Corporate practice old mutual foundation chapter three

Addressing the impact of I've been a member of the Payroll poverty and HIV on children Giving❛ Programme for a good few years When Rose Mkhize’s son passed away, she was left to deal with her now and I must say that it is the quickest, grief and to look after her two grandchildren without any means of easiest way to make a difference. Whether support. Rose’s story is all too common in a country with such high it’s the elderly, disadvantaged children, levels of poverty, inequality and HIV. women, youth or abused and abandoned animals that you are intent on helping,

ortunately, with help from Old Mutual, Rose and her with vital information we did not know, which helps us as caregivers Payroll Giving has an organisation for you.” two grandchildren did receive much-needed support to take better care of children who have lost their parents,” explains Mkhize. “We would engage in conversations about the pains and Old Mutual staff member F through Thandanani’s Family Strengthening Project Measuring the impact of the project (www.thandanani.org.za). suffering of losing our family members who we loved and how we The project offers holistic support to families caring for can heal spiritually, move on and accept that we have lost those Thandanani conducts regular monitoring and evaluation (M&E) to The Old Mutual Foundation’s areas of support include: orphaned and vulnerable children (OVC). The aim is to reduce family members, because if we do not accept we end up straining measure the impact on the families that it supports in the Midlands ●● their vulnerability, increase stability and promote self-reliance, over ourselves emotionally,” she adds. With Mkhize now receiving of KwaZulu-Natal. In the last five years, Thandanani has provided Enterprise Development focuses on small-business support to 1 491 households caring for a total of 10 124 vulnerable support and improving job creation through small-scale a three-year period. government grants for her grandchildren and fresh vegetables community bakeries and farming projects; creating from her garden, she is able to provide for the basic needs of her children via its Family Strengthening Project. An organisation at the cutting edge of partnerships for development, with a focus on business family and, with the support she received from Thandanani, she is Old Mutual works closely with the organisation around the H IG HL T S sustainability. community-based child care M&E of the project. “Thandanani has developed a comprehensive at peace with the loss of her son and closer to her grandchildren ●● Skills Capacity Development focuses on addressing Thandanani Association was formed in 1989 by a group of database of all its beneficiaries and services,” explains Renee than ever before. She is filled with gratitude for the support she the national technical skills deficit, strengthening volunteers responding to the needs of children abandoned at received from Thandanani in her time of need. Palmer, the Programme Manager for the Old Mutual Foundation’s partnerships with institutions, leveraging Old Mutual’s Edendale Hospital in Pietermaritzburg. By 1996, thanks to the Staff Payroll Giving Programme. “This database enables them inherent competencies through investing in job- efforts of the volunteers, these children had all been relocated Working on a sustainable model to monitor service delivery to specific households or individuals placement-linked training. to more appropriate places of care. However, a new threat had Thandanani’s Family Strengthening Project involves employing and (output indicators) and to track the movement of these households ●● Education focuses on increasing the number of Bachelor emerged, HIV/Aids, which was having a devastating impact on training residents from the communities in which Thandanani works through the various stages of their household support and passes obtained at low-performing schools to enable families and children. Recognising this, Thandanani shifted focus. In as fieldworkers to identify and address the basic needs of families development model over time,” she adds. This movement of more learners to access tertiary studies. Interventions 1999, it relaunched itself as Thandanani Children’s Foundation and caring for orphans and other vulnerable children within their households from a state of vulnerability to increased stability and are aimed at strengthening school leadership and management, improving educator skills in maths and community. With support from Thandanani staff, these fieldworkers introduced a pioneering strategy aimed at supporting vulnerable self-reliance is then used as an indicator for overall impact. science, and offering extra learner interventions. then address the basic material, physical, cognitive and emotional children within their families and communities of origin. Since Harnessing staff engagement then, Thandanani has developed and refined its model to provide needs of OVC households through a comprehensive and holistic ●● Staff Volunteerism is a vital platform for Old Mutual employees to make a difference in the communities they optimal support to under-resourced families caring for orphaned package of services. Old Mutual has one of the most comprehensive staff volunteerism programmes in the country with almost 35% of its employees serve comprising the following portfolios: and vulnerable. The model strengthens the family construct and ”The first three months involve a baseline assessment, formal ❍❍ Staff Payroll Giving Programme encourages Old addresses all aspects of care for a designated specific period placement of the caregiver, school attendance and performance across South Africa engaged in one form of volunteerism or Mutual employees to contribute from their salary each of time. assessments as well as health assessments,” explains Duncan another. The staff volunteer programmes are designed to month, matched rand for rand by the Old Mutual While assisting Rose Mkhize to access government grants, Andrew, director of Thandanani. “The second stage, from month integrate the company and employees into the social fabric of Foundation. ❍❍ Staff Community Builder Programme offers eligible Thandanani provided emergency support in the form of food three to month 24, is the support stage. This is where we conduct the local communities in which it does business. Employees are encouraged to care for the community through a number of Old staff volunteers the opportunity to apply for funding parcels, basic household items and school uniforms for the monthly home visits, facilitate grant access, monitor grant usage and for key resources for the organisation at which they children. Once the grants were in place and a food garden had facilitate access to a range of life-skill and therapeutic programmes. Mutual Foundation-led initiatives – one of which is payroll giving. are volunteering. been established at the family home, Thandanani continued to The final stage, from months 25 to 36, is the withdrawal stage Thandanani is a staff volunteerism flagship programme funded ❍❍ Care & Share is a call to all Old Mutual employees to provide support through regular visits, health assessments and where we reduce the monthly home visits and monitor the family’s through staff payroll giving. dedicate one day in a year, to make a difference in the circumstances of those who are less fortunate in our ability to stand on their own two feet in meeting their basic needs,” The Staff Payroll Programme has been in existence since 2002. education, and participation in a variety of life-skill and therapeutic society and show the spirit of ubuntu, through action. programmes. “The community workers would sometimes help us concludes Andrew. To date, Staff Payroll Giving Champions have pledged more than One of Thandanani’s keys aims is to ensure that households are R13 million through their donations. This is matched rand for rand ●● Vulnerable Members of the Community supports ad by the Old Mutual Foundation to double the impact of giving. Staff hoc causes that improve the livelihoods of children, able to function independently of Thandanani’s support once they youth, disabled persons, women and the elderly. contributions support organisations specialising in the care of the exit the system after three years. This movement of households Old Mutual’s bias is towards rural and peri-urban through the system ensures that households do not become elderly, animal welfare, abused and neglected children and HIV/Aids communities where the poorest of the poor reside dependent and that Thandanani itself is able to take on new care. More than 2 000 employees now donate through payroll giving and who can derive maximum benefit through our households without creating unsustainable demand on its capacity to support organisations such as Thandanani Children’s Foundation. interventions. and resources. The organisation has set a cap of 500 on the number of families it will support at any given time. Not only RENÉE PALMER does this provide a degree of consistency and predictability in the

ac t CSI Consultant: Old Mutual Foundation organisation’s budget and fundraising requirements, it also ensures [email protected] that the organisation does not take on more households than it can 021 5094511 support from year to year. Cont www.oldmutual.co.za

126 127 Corporate practice Rand water foundation chapter three

Improving living standards within communities In line with Rand Water’s core business, the Rand Water Foundation undertakes a range of water-related community development projects, with a primary focus on conserving water, improving living standards, and protecting the environment. Through these interventions, the Foundation also seeks to stimulate entrepreneurial activity, thereby contributing towards job creation and reducing poverty.

programme contributes towards the quality of basic education by supporting and promoting primary and secondary education. he Rand Water Foundation’s vision is to be a socio-economic has dropped drastically and they are able to water their vegetable The Rand Water Foundation is currently assisting 13 girls with change agent of Rand Water, providing empowerment and garden daily. “Initially the open spaces were illegal dumping sites and infested full tuition scholarships at Jeppe through the Ruth First Trust. T quality in eradicating poverty and improving living standards The learners have also benefited. “The food that is grown in the with rats,” says Sylvester Mmako, one of the local community The learners receive the study support for five years from grade within communities. It does this through six of its key focus areas: vegetable garden is able to feed our learners,” says Qobolo. “Also, members, who works closely with the municipality and councillors 8 through to matric. “As these learners could not have otherwise water and sanitation; environment management; education and the money collected from vegetable sales is utilised to augment in the development of all the parks. “Through Rand Water afforded these school fees, the contribution makes a fundamental training; health including HIV and Aids; enterprise development; some of the items needed for the feeding scheme,” he adds. Foundation’s intervention, the spaces were converted into parks difference to their families,” says Kevin Tait, Business Adviser and non-governmental organisations (NGO) support. In a revision Rainwater harvesting systems have been installed in 10 schools equipped with gym equipment and, as a result, community and Development Director at Jeppe High School. “Enabling to the strategy in 2015, the Foundation has adopted two more focus around Sebokeng and Evaton, and in 10 Sharpeville schools. members undertake training sessions thus promoting healthy these young girls to attend one of South Africa’s premier public areas: namely women, youth and children; and rural development. Key interventions include the installation of rainwater harvesting lifestyles in the community. The parks are also recreational facilities schools (100% matric pass rate for 21 successive years) gives the girls an outstanding springboard for tertiary education which will Harvesting rainwater in schools equipment such as JoJo tanks and gutters, and the erection of where community members come together and enjoy natural pipes to the food gardens so as to harvest enough rainwater biodiversity and a beautiful park.” change the trajectory of their lives,” adds Tait. "The girls have Tokelo Secondary School in Evaton in the Emfuleni Local reducing the schools dependency on municipal water. Schools excelled in the school. For example, Thirasha Waidyaratne, one More than just greening Municipality is one of 20 schools in the Vaal area to have benefited are encouraged to grow food gardens to eradicate poverty and of the Ruth First Scholarship girls sponsored by the Rand Water from the Rand Water Foundation’s Rainwater and Gardening Food enhance food security at a household level. Furthermore, there is Since the inception of the Greening Zamdela project in 2012, Foundation, has been appointed head girl for 2016," says Tait. “It is Project in 2015. The project, which falls within the Foundation’s awareness-raising provided to schools on using water wisely. the Foundation has developed six parks that now feature play well known that education of girls is water and sanitation portfolio, aims to educate schools and An additional spin-off is the creation of jobs. During the equipment, recreational facilities, waterborne ablution facilities, the most effective long-term social communities on how to be water-wise in their gardens as well as assessment stage, five temporary jobs were created and an beautiful landscaping and indigenous trees. The project aims to investment because of what they satisfy the need for healthy vegetables. additional 10 jobs were created in the installation of the rainwater combine ecosystem management and socio-economic objectives plough back into their families and MJ Qobolo, the Principal of Tokelo Secondary School, harvesting systems. through restoring natural systems as a means of job creation and communities,” concludes Tait. acknowledges how the project has already helped the school: The Rainwater Harvesting project was first implemented in improved socio-economic services. The project has created 120 Sasha-Lee (inset) acknowledges “The project assists our school by reducing the amount of water 2011/2012, benefiting 15 schools in the Tembisa Township within jobs for local communities and has supported six SMMEs as well the exposure she has had to a wide used daily, which impacts negatively on the school’s finances. the Ekurhuleni Municipality. In 2012/2013, the project benefited a as local suppliers. variety of opportunities in terms of The project will further improve the greening project that the further 15 schools in Alexandra Township; and the following year, Other interventions within the environment management career choice which has assisted school is currently engaged in.” Since the installation of the it was implemented in 10 schools in the Diepsloot area, and in 10 programme include biodiversity protection, urban landscaping and her in deciding which career path to rainwater harvesting system, Tokelo Secondary School’s water bill Orange Farm schools within the City of Johannesburg. greening, wetlands rehabilitation, management of alien vegetation, follow. “I would like to study further To date, a total of 70 schools have benefited from the Schools erosion control and environmental education initiatives. at a tertiary institution, preferably Rainwater Harvesting project and the plan is for Rand Water Supporting education for girl learners WITS and follow a career in film and Foundation to target more schools in the coming years. animation.” Sasha-Lee Morare is one of the beneficiaries of the Ruth First Greening of parks in impoverished areas Trust at Jeppe Girls High School. Sasha-Lee, grade 11, is one of Refurbishing local clinics Implemented in Metsimaholo Local Municipality (Sasolburg) of the first two girls sponsored by the Foundation. The support at Linda Radebe (PHC) and Nelly Mlambo (MOU) are two of the the Fezile Dabi District in the Free State, the Greening Zamdela Jeppe includes all tuition for the five years of high school. “Being sisters working at the Khutsong Main Clinic in the Merafong project aims to introduce an integrated approach to planting, and sponsored by Rand Water has enabled me to attend one of the top Municipality, west of Johannesburg. With only 69 staff, the clinic management of vegetation in the area. This will reduce pollution schools in Gauteng and has given me the opportunity to work to treats an average of 5 500 patients from the Khutsong community and increase associated benefits such as reduced soil erosion, my full potential during my high school career,” says Sasha-Lee. “I every month. The proliferation of informal settlements in the area, beautification of the environment and increased surface infiltration also receive guidance on the different paths I can take after I have together with the change in disease profile mainly due to the through the planting of trees, landscaping and the development finished school,” she adds. burden of HIV/Aids, has resulted in an increased patient load. HIV/ of parks. The Adopt-a-Learner Study Support Grant is one of RWF Aids, TB, chronic non-communicable diseases, trauma and violence projects under its Education and Training Programme. The remain the key health problems experienced by the centre.

128 129 Corporate practice Rand water foundation chapter three

Women, Youth and Children In 2015, the RWF adopted an additional focus area, women, youth and children to its management portfolios. Although the centre has been in operation since 1993, Rand Water farmers and aimed to support Njoro, renovating the premises for Although women, youth and children are already started with refurbishments in 2015 through its health (including female students. supported in many of the Rand Water Foundation HIV/Aids) programme. This included painting, installation of air One such female farmer is Andisiwe Ngaleka. “I came to H IG HL T S developmental programmes, it is not always possible to conditioners, and the provision of additional beds for patients, farm for experiential learning in every farm activity as a future distinguish such interventions from the current categories. emergency trolleys and side lamps. The Foundation also farmer and agriculturalist,” says Ngaleka. “My practical work As a result, the Foundation formed a stand-alone programme that offers developmental support to these contributed medical equipment and fixed all the electrical heaters involves everything from office administration to farm maintenance, vulnerable groups as per their needs. in the building to create a warm clinic in the winter months. maize production and vegetable growing.” She acknowledges The programme focuses on women empowerment for Radebe acknowledges what the refurbishment has done for the challenges that women face in the farming environment. poverty eradication, and creating economic opportunities the clinic: “Before Rand Water Foundation’s investment, the “Initially it was difficult for me to cope as the only female in the for women and young people. Projects include: paint was peeling off the walls. This was a major health hazard as male environment but through perseverance and passion I have Supporting NGOs to help eradicate poverty ●● Women and youth’s access to employment bacteria harbours in these cracks.” Thanks to the paint job, the overcome the fears and doubts because I see myself in the future ●● Reducing violence against women and children image of the facility has improved; it’s no longer a dull colour with as a farmer.” Not only did she benefit from the project in terms of Over and above its long-term developmental projects, the ●● Maternal and reproductive health rust and old fascia boards. Mlambo recognises the difference that the accommodation she received on site, but she also benefited Foundation continues to ensure overall community empowerment ●● Women, youth and children’s access to government through its non-governmental organisations (NGO) support social protection schemes the refurbishment has made. “According to quality assurance from the training received. “I am now able to compile my semester ●● Promoting women’s leadership empowerment standards, some medical supplies should be kept at a certain report with relevant information. The project has helped me to get programme. This year, the Rand Water Foundation supported programmes temperature. The availability of air conditioners has improved the more involved in farming activities and the skills I obtained are more 70 NGOs via grants, training and development and Rand Water ●● Access to basic services lifespan of our test kits and medicines, and given them a longer relevant to what my experiential learning requires. The project has volunteer interventions through corporate staff involvement. ●● Women and youth entrepreneurship. shelf life,” adds Mlambo. given me a clear idea and understanding of what farming is and The South Africa Association of Investors (SAAI) is one of the Both the patients and staff are the real beneficiaries of the about what I want to do in future,” adds Ngaleka. NGOs that received support this year. The organisation’s mission SAAI conducted a number of workshops with selected students on project. “The facility is now clean which is therapeutic to patients Amos Njoro is one of four farmers supported by the Foundation’s is to educate, empower, support, encourage, motivate, support the skills around establishing vegetable gardens and wormeries. and the refurbishments have boosted the morale of the staff,” Poultry and Piggery Project as part of its enterprise development and create a conducive environment for people to end poverty. The training was both theoretical and practical in its nature. “In concludes Radebe. programme. The programme entails developmental activities aimed SAAI’s programmes are thus geared towards target markets for total, we trained 21 co-operative representatives,” says Nxumalo. at creating an enabling environment for emerging entrepreneurs, empowerment. Creating an enabling environment for emerging “These representatives will be able to transfer the skills learnt to promoting entrepreneurship, enhancing competitiveness and Although based in the urban surrounds of Cyrildene in entrepreneurs their teams. Considering there are usually between six to eight capabilities at enterprise level and development of co-operatives. Johannesburg, SAAI’s projects are focused on township and Amos Njoro is the owner of the poultry farm, Ya Rona Temo in rural areas. “Our approach is to find existing community projects people per co-operative, this relates to a total indirect training of the Sedibeng District Municipality in Gauteng. Through the Rand or schools that are struggling and assist them in establishing over 160 people,” she concludes. Water Foundation’s Poultry and Piggery Project, Njoro is one sustainable poverty eradication projects,” says Rejoice Nxumalo, of the previously disadvantaged beneficiaries identified by the the Chairperson of SAAI. “With the support of the Rand Water Foundation that received infrastructure support for his farm in 2015. Foundation, SAAI has been able to establish the Back to Basics The overarching aim is to provide support for small-scale farmers Project in two schools in Soweto: Mbuyisa Makhubu Primary School to assist them with business opportunities resulting in job creation and Winnie Mdikizela Mandela School for the Disabled, and at the and poverty reduction. Emdeni Skills Development Centre,” adds Nxumalo. Njoro’s poultry farm supplies the local market with eggs. The aim of the Back to Basics Project is to conduct workshops to Employing a team of eight staff, he provides accommodation for educate people about greening the Earth, eating healthily, planting his male farmers on site but, prior to the Foundation’s involvement, their own vegetable gardens for sustenance farming, and using MOHLATLEHO SEKOAILA female farmers had to travel or live in unsuitable premises. As a vermiculture as both organic compost and an income-generating General Manager: Rand Water Foundation ac t result, student female farmers tended to leave the farm before they activity. SAAI established vegetable gardens in the two schools [email protected] www.randwater.co.za completed their internship. The Foundation identified a gap in the and constructed a wormery in the skills development centre while

Cont 011 682 0192 training and capacity building of previously disadvantaged female educating and creating awareness at all three institutions.

130 131 Corporate practice royal bafokeng holdings chapter three

Investing in communities Royal Bafokeng Holdings (RBH) is the investment vehicle of the Royal Bafokeng Nation (RBN), a traditionally governed community of approximately 150 000 people living in 29 villages. Located in the Rustenburg platinum belt in the North West Province, the RBN is nestled on one of the world’s largest platinum reserves. Their community investment efforts are aimed at generating a socially, economically and environmentally sustainable rural community that remains true to its African heritage and traditions.

RBH’s CSI objective is to contribute towards the social and economic development of the RBN through structured, sustainable initiatives. RBH dedicates R15 million each he Godisanang OVC Programme is the Royal Bafokeng management to those who take care of the day-to-day cleaning, year to CSI activities, in line with a strategy approved by Nation’s response to the plight of the growing number of cooking and caring of the children, as well as those involved in the the board. Of this, 75% is spent within the RBN and the

H IG HL T S remainder is aimed at initiatives in other non-Bafokeng orphaned and vulnerable children (OVC) in the area. The goal maintenance. “We have received a lot of support from the RBED,” says the T communities. The focus on RBH’s CSI programme is of the Godisanang OVC Programme is to provide comprehensive, The programme is not without its challenges. Although jointly founder of the business, Daniel Sekano. “RBED paid for us to education and entrepreneurship development in line with competent, child-focused and compassionate care that will improve funded by Royal Bafokeng Holdings and Impala Bafokeng Trust have exhibition space at MINEX (Mining Expo) in Rustenburg and the RBN’s development priorities. the quality of life for orphans and other vulnerable children living in (IBT), as well as receiving ad hoc funding from companies and I received numerous enquiries from the expo, some of which have Royal Bafokeng communities. community members, the programme finds it difficult to source translated into business,” Sekano adds. Started in 2008, there are now seven OVC centres operating funders with a long-term sustainable commitment to the project. In 2014/15, Kedase Business Enterprise had an annual turnover The association aims to develop blind people and give them from existing buildings, such as school buildings: four in the north This hampers the development of staff and continual improvement. of around R8 million. It has expanded and now offers everything courage to do things for themselves. It also intends to reduce of the Bafokeng area and three in and around Phokeng. Services Other obstacles are social ills such as teenage pregnancies and from steelwork and woodwork to accommodation in the form of unemployment and poverty, which is especially high among people and activities provided at the centres for children under the age theft from the centres where the programme is run. a guest house. living with disabilities. It prides itself on being a local organisation of 18 include teenage talks which include HIV/Aids education; Opportunity at every turn With the expansion of the business has been the increase in staff providing organic goods at a large scale. Most importantly, it offers homework assistance and school support for learners; a feeding numbers. Kedase Business Enterprise is made up of 47 employees blind and partially sighted people a place of belonging. Kedase Business Enterprise (Pty) Ltd supplies loading and rigging scheme where one meal is provided daily to all children; provision of who are all permanent staff. The employees work across various In 2005, Royal Bafokeng provided the Association for the Blind services, mainly through the hiring of cranes, to a range of clients food parcels to families who are not yet receiving grants; provision activities; from the loading and rigging services to the guest house. with land and, in 2007, the organisation received a grant from in Rustenburg and surrounds. The company started in Rasimone in of healthcare; home visits by care-givers; and psychosocial support. The staff is 100% black and includes crane operators, administration the Mbeki Trust. The biggest challenge the organisation faces is 2005 when the current owner, Daniel Sekano, was working for the personnel, and workshop and kitchen staff. Clients include Royal continued funding. The activities generate a modest return, and Working to create a caring community mine and realised the potential of going out on his own. Sourcing Bafokeng Platinum, Impala, Xtrata Merafe, Rustenburg Platinum sometimes the work is motivated by passion, a love for agriculture The Godisanang OVC Programme is a joint venture between Royal equipment externally, Kedase has worked on a range of projects Mines and Sun City. Kedase Business Enterprise has big plans for and personal pride alone. Bafokeng Nation and Tapologo – a community-based organisation including master drilling and discovery drilling. the future and aims to expand its operations into other parts of Since the inception of the project in 2005, the scale of planting that employs and empowers community members to service their Royal Bafokeng Enterprise Development (RBED) assisted South Africa. and harvesting has increased from a small backyard to a much communities in dealing with the HIV/Aids pandemic. Kedase Business Enterprise by training four of its employees larger area. An irrigation system was recently installed, replacing The programme collaborates with experienced NGOs and as crane operators and by facilitating mining contracts for the Garden creates a sense of belonging the use of cans to water the garden which is a far more efficient government to ensure children are provided with the necessary company. The business then expanded to supplying clients with Chaneng Association for the Blind was established in Chaneng in method. Members pride themselves on the fact that they share care and services to improve their circumstances and give them a loading and rigging services (mainly crane hire). 2005 as a small-scale farming project to grow vegetables, and is information and teach skills to those who join the organisation. normalised upbringing in accordance with the resources available run by people who are partially or completely blind. There are 15 Agricultural students from the North-West University use to them. There is a staff of 65: 59 females and five males, and people who are currently part of the association, eight of whom the area for some of their practical work which is testimony to the it is 100% black. The level of involvement of staff varies from are the original founders. “Our staff is 100% black and all are senior good work the project does. The success has not gone unnoticed. people,” says Mme Ntebo, one of the founders. The founder and co-ordinator for the Chaneng Association for the The association grows a variety of vegetables, herbs and fruit Blind won the Community Builder of the Year award in 2008 and the trees. These are planted, fertilised, watered and harvested to provincial Entrepreneur Female Farmer of the Year award in 2013. then be processed and sold. They also harvest, package and sell honey from beehives. Daily tasks include maintaining the garden, planting and watering the crops and harvesting the honey. Healthy George Khoza eating is an important aspect of people’s daily lives and through Corporate Social Investment Manager the provision of organic vegetables, the community has access to ac t [email protected] healthy food at affordable prices. In addition to selling produce www.bafokengholdings.com 011 530 8032

to the community, the association sells to Sun City and to Cont 086 661 2546 (fax) Boshoek shops.

132 133 Corporate practice Santam Corporate practice south african airways

Providing Youth broadens its opportunities for horizons with SAA As South Africa’s national carrier, SAA has staff to make a implemented a number of youth development programmes to provide job opportunities for difference young South Africans with an interest in aviation, The Santam Staff Volunteerism Programme and to ensure that the airline truly represents was initiated in 2009 to encourage Santam the people of this nation. employees to become more involved in communities they care about. The programme provides the opportunity to contribute time and money, through skills-based giving (such he carrier’s vision is to be Africa’s leading, world-class airline as Santam Community Heroes) or a monthly with a global reach, and its mission is to deliver commercially sustainable world-class air passenger and aviation services donation (payroll giving). T to South Africa, the African continent and our tourism and trading partners. The airline understands that to pursue these ideals, it needs to harness the diverse talent of all South Africans. To this end, it has launched a number of youth development programmes antam Community Heroes is popular for staff members who to positively prepare our youth to take on a progressive are or would like to be actively involved in the community. career journey. On an annual basis, employees make applications on behalf Kim Pearce from Santam marketing department volunteering during S their team’s Mandela Day initiative at the Kensington Old Age Home. SAA’s youth development programmes are designed to of the programme of their choice according to predetermined expose young people to new knowledge and opportunities to qualifying criteria – such as registered entities with a minimum of practise skills in the workplace. Its intention is to position youth to 75% black beneficiaries. Successful projects are awarded R10 000 Aligning social vision with business benefits become an integral part of the workplace by acquiring cognitive, to conduct the activities stated in the application. The relevant staff The volunteerism programme aligns with Santam’s corporate emotional and social competencies that will assist them to function all the right boxes. Instead, the airline aims to make a real difference members volunteer their time and services after hours to these social investment vision of contributing towards real, meaningful successfully within the work community. to the people who look up to it. organisations. They also monitor the usage of funds and report and sustainable community development in South Africa. The on progress. Santam provides the funds and oversees governance beneficiaries of Santam’s staff volunteerism programme comprise a SiVulindlela – Bringing aviation to you Internships build business skills issues in terms of Broad-Based Black Economic Empowerment diverse mix of people; from young children to the elderly, schools, The SiVulindlela Boeing Partnership is SAA’s way of inspiring the The SAA Internship Programme is a unique opportunity for (BBBEE) and Department of Trade and Industry (dti) Codes. Each feeding schemes and a range of communities. youth to take to the skies. The airline partnered with Boeing to participants to gain business skills in the aviation industry. The year, R200 000 is allocated for this project. Santam views the volunteerism programme as one with strategic source and convert a custom-made container to resemble the programme provides interns with valuable work experience for For other staff members who may not be able to get actively business benefits. We receive external reputational benefits and interior of a Boeing 737-800. Fully equipped with a flight deck and a limited period of a minimum of six months and a maximum of involved in community, but who would still like to contribute, positive brand association through working with communities. The seats, it provides a real sense of an in-flight experience. one year. Santam has established a payroll giving programme. Santam programme also enhances staff morale by encouraging employees The SiVulindlela Aviation Awareness Programme sends teams of Apart from practical hands-on experience and the in-depth staff members are able to make financial contributions from as to display caring and responsible behaviour, which is known to experienced SAA pilots, cabin crew, aircraft technicians, chefs and knowledge gained, they benefit from exposure to the world of little as R5; these are deducted from their monthly salaries and improve productivity and build internal brand affinity. employees from other divisions to disadvantaged communities work and the aviation environment in particular. Upon completion, channelled into projects and causes they identify with. The duration The programme is not without its challenges. For example, across the country to encourage young learners to pursue careers interns are better prepared for a role in their fields of study. The of financial commitment is entirely up to the employee, and for this certain groups of staff experience time restrictions that prevent them in the aviation industry. airline offers internships in various disciplines, and in the financial time funds are transferred by Santam to The Giving Organisation, from participating in the skills-based components of volunteerism, year of 2014/15 it had an intake of 41 interns. “My experience at Where world-class aviators are born an independent trust that administers the funds. The Giving and it can be tricky to accurately measure improvements to morale. SAA as an intern was amazing. I learnt a lot about IT processes Organisation represents 10 charities and non-profit organisations Overall though, the programme is viewed as a successful and Operating from OR Tambo International Airport in Johannesburg, and gained a lot of exposure working on IT-related projects,” says from a variety of charitable causes, and employees choose from meaningful one. the SAA Technical Centre delivers high-quality maintenance, repair Joanaydia Bottman, an SAA intern in 2012. this list. Since 2009, Santam and its employees have spent a total of and overhaul services to South Africa, our continent and the world. almost R1 938 100 on the Staff Volunteerism Programme; almost As one of the respected accredited training facilities in Africa, the Taking to the skies half of this in the last two years, when all three programmes centre also empowers and uplifts the community through a range With the wide range of youth development programmes in place,

y Santam mobilises its staff to participate in an annual have been up and running. Santam will continue to support staff of apprentice training programmes. it is clear that the airline will achieve its goal of harnessing talent volunteer event for Mandela Day. In addition to being a volunteerism with the aim of establishing value-add relationships Every year, apprentices participate in training programmes from all walks of life and demographics in South Africa, ultimately volunteerism event, Mandela Day is seen as a strategic building a truly representative national carrier. opportunity for staff engagement, team building and between CSI initiatives and company business priorities. that include theory, practical and hands-on training, resulting morale boosting. In May of each year, entries are solicited in numerous qualifications in 11 aviation-related trades. These from teams, departments and business units which identify programmes are facilitated by highly qualified and experienced organisations of their choice and for which they apply for SHANI RINKWEST ma nde la d a senior instructors. PULANE BALOYI ac t Co-ordinator: Corporate Social Investment ac t funding. The CSI department assesses all applications against Specialist: Corporate Social Investment [email protected] Courses are performance-based rather than time-bound, set criteria and those that qualify are awarded R5 000 to [email protected] www.santam.co.za ensuring that each apprentice truly conquers the field they are assist with their planned activities on 18 July. 011 978 2007 Cont 021 915 7045 aiming to work in. The SAA philosophy is not one of merely ticking Cont

134 135 Corporate practice sibanye gold chapter three

Delivering on social and labour plan community development projects Sibanye Gold continues to drive local economic development through its social and labour plan (SLP) community projects, and makes a significant investment into the areas surrounding its mines through agricultural local economic development (LED) initiatives. The Company is currently sponsoring two agricultural co-operatives in the Randfontein Local Municipality. During 2014, Sibanye Gold and Gold Fields recognised the need to forge strong relationships with the municipalities and local communities in the West Rand, ibanye is the largest producer of gold from mines in South and given a triple bottom line focus where long-term sustainability with a focus initially on Westonaria and the impoverished Africa and among the top 10 largest gold producers matters the most. townships of Bekkersdal and Simunye. A first step was sharing of information and joint strategising between globally. It is a proudly South African mining company with The You Reap What You Sow and Aredirisaneng Co-operatives S managers tasked with community engagement. In a four principal operations: Kloof, Driefontein and Cooke in the West in the Randfontein area are two community-driven agricultural major departure from previous practice, members of the Witwatersrand region; and Beatrix in the Free State. projects that were revived this year, thanks to the support of boards of each company launched an initiative towards Currently in Africa, millions of adults and children are Sibanye and through the appointment of implementing partner, says Makhumisani. “We are now selling our produce.” The crops the formation of an alliance, with the intention for a shared approach to the district’s development. The board malnourished and many go to sleep hungry every night. The need AfriGrow. The two projects have achieved a significant turnaround f o rm ing a n all i c e include spinach, butter lettuce, crispy lettuce, micro-greens and members invited both AfriGrow and the Seriti Institute to for food security, improved nutrition and sustainable livelihoods in in terms of beneficiary morale and product yield. beetroot. Most of the produce is sold to the local communities and submit proposals for a developmental intervention that Africa is therefore critical. You Reap What You Sow at the Johannesburg market, while an off-take agreement for the would bring immediate improvements to the quality of life In South Africa, primary agriculture contributes about 3% lucrative microgreen vegetables is in place. As the supply reaches in Westonaria and its surrounds. This farm is located adjacent to the Mohlakeng township. Prior to to the gross domestic product (GDP) and about 7% to formal a steady state and consistent quality, the interest expressed by local Sibanye’s involvement, only 20% of the farm was being utilised (with employment. The agro-industrial sector comprises about 12% of supermarket chains will be pursued. limited production), with 14 co-operative members as beneficiaries. received extensive training. “We basically learnt how to plant, were GDP. South Africa also has about 12% of its surface area available Even though the project is still in its implementation phase, Francinah Makhumisani and Cecillia Dhlamini are two of trained on what types of soils and fertilisers one can get, which for crop production. For the past five years, agricultural exports there are already positive results. are fertile enough to plant crops on, and we learnt about water have contributed on average about 6.5% of South Africa’s total the beneficiaries who have been working on the farm since conservation,” acknowledges Plaatjies. The project was established exports; however, the majority of these still lie with traditional 2013. Makhumisani was trained in vermiculture and Dhlamini as Aredirisaneng Co-operative in phases and includes spend on assets and infrastructure, as well large-scale commercial farmers with very little achieved by the production manager. “So much has changed on the land since The Aredirisaneng Co-operative in the Elandsfontein area currently as the continued training of all eight beneficiaries, as they currently previously disadvantaged. we first started,” says Makhumisani. Prior to Sibanye’s involvement, comprises three hectares, with eight beneficiaries. The farm was although there were two boreholes, the farm had no electricity, donated by the municipality, which has indicated that a larger area plant and sell on a limited scale. Mentoring and coaching on farm Offering agricultural solutions to the previously a non-functioning windmill and a poor quality irrigation scheme. could be made available based on the success achieved on the maintenance and management are ongoing. disadvantaged Sibanye rose to the challenge and started investing in the land and current area. Prior to Sibanye’s involvement, the shade netting on When speaking of the future of the farm, Plaatjies’ eyes Sibanye recognises the opportunity to present sustainable the beneficiaries. “We now have a water system,” reports Dhlamini. the farm was in need of repair, the soil was hard and infertile, and light up: “We would love to export large amounts of crops to agricultural solutions that will provide its host communities with The water supply was connected, along with an electric pump weeds dominated the site, making it hard to grow crops. neighbouring countries. We would also love to list shares on the livelihoods and dignity. The mining company partnered with to power the irrigation system. There has also been stakeholder Once again, Sibanye’s investment has seen the land transform Johannesburg Stock Exchange and see our business grow and AfriGrow Development to design and implement viable agricultural engagement with other government departments and funding into a rich, fertile area producing sustainable crops that include expand productively, and to ultimately be financially stable.” projects for Sibanye. AfriGrow is a non-profit and social enterprise agencies. As a result, these roleplayers are now supporting the spinach, beetroot, carrots and micro-greens, with spinach currently A sustainable future company specialising in agriculture and the development of farm and its members to ensure its sustainability. Dhlamini adds: the largest producer. The project is a joint venture between the Through promoting the establishment and growth of the worker-owner projects. It provides a support programme that “We have a permanent site manager who assists us with the local municipality as the landowner, and the Gauteng Department agricultural farms, Sibanye Gold is helping support communities empowers farmers and creates a platform from which farmers can overall operations on the farm.” These management skills will be of Agriculture and Rural Development, AfriGrow, Sibanye and the now and into the future. The ultimate aim is to make the farms access advice, skills and capacity building. transferred to the beneficiaries as part of Sibanye’s sustainable exit beneficiaries. self-sustaining before the end of 2016 (which is the current SLP AfriGrow aims to usher-in a ‘new season’ of economic and strategy. Ouma Alina Plaatjies is the Chairperson of the co-operative, and cycle), so that once Sibanye exits the project, the farm will be able social development. This new season focuses on enhancing social The working conditions on the farm have been improved is involved in the administration. Plaatjies recognises the change to continue providing employment to community members and cohesion and an integrated approach to food production, nutrition, significantly, where a proper administration block, change house in the land and progress since Sibanye’s involvement. “We’ve generating revenue by selling its produce to the local communities, health and education. It works with communities, government and security has been installed. A cropping plan, designed in always planted beetroot but it never grew properly as it does now. chain stores and the Johannesburg market. and the corporate sector to develop sustainable community- consultation with the members, has ensured understanding of We started planting carrots only this year and they are growing driven livelihoods through agricultural programmes. The focus is the potential yield of the crops and anticipated returns. Two worm really nicely; the amount and quality of the crop is better than to encourage smallholder farmers to become livelihood-secure farms (vermiculture) were built to ensure the replenishment and we expected.” A portion of the area under shade netting is now HETHEN HIRA farmers using an innovative farm-to-fork partnership and support improvement of soil nutrients. Staff members were trained in basic contracted to grow high value micro-greens using vermiculture for ac t Community Engagement and Development model that enhances their capacity to service both local and farm management, as well as how to successfully market their [email protected] a buyer with a fixed offtake agreement. 010 001 1152 international markets. Farmers are carefully selected, assessed produce. “I have learnt about planting, harvesting and packaging,” Not only has the quality of the soil improved, the staff has Cont

136 137 Corporate practice TELKOM FOUNDATION chapter three

Developing teachers to improve learner results The Telkom Foundation believes that the best way to eradicate social inequality is through a long-term approach, cultivating the critical skills that will support South Africa’s social and economic development. Hence, the Foundation continues to channel the majority of its CSI funding to education through its three key programmes – teacher development, learner support and connectivity. Connected Schools Programme ●● The Telkom Foundation spent R9.6 million on its Connected Schools Programme in 2014. ●● The programme reached 36 schools, 384 teachers and 18 000 learners in 2014. espite the opportunities in the job market for graduates internet connectivity. The Foundation partners with schools for a T S T FAC FAS ●● Each school received an ICT package worth R300 000. of science, technology, English and mathematics (STEM), three-year period, ensuring sustainability. ●● Schools are identified and selected in partnership D there is a lack of demand by learners to study these The Foundation provides two-week ICT training to ICT The programme supports the same school for a three-year period with the DBE. subjects and pursue careers in these fields. The resultant skills gap educators who use the equipment at the various schools. In to ensure sustainability and continuity. The READ Educational Trust ●● The programme has been rolled out in nine is likely to have a long-term impact on our economy as well as 2014, 384 educators were trained at the Telkom Centre for selects the resources for distribution and the READ trainers provide provinces. ●● In total, the Foundation has connected 1 417 schools their individual job prospects. As a result, the Telkom Foundation Learning by Telkom staff. Educators receive training in an Internet curriculum-aligned training to the teachers and dedicated support since its inception. allocates the majority of its CSI budget to education with specific and Computing Core Certificate (IC3) programme, an NQF 4 in the classroom. ●● Investment to date is over R425 million. focus on STEM subjects. Projects are aimed at improving the equivalent course, which provides the basic skills to enable them to All Rally school teachers are trained in the modern, internationally ●● The number of teachers impacted is 42 510. quality of teaching and the performance of learners. Three of use ICT to teach their learners in class. endorsed Balanced Language approach now entrenched in the ●● The number of learners impacted is 708 500. the projects that focus on teacher development include the Mr van der Merwe is the Principal and grade 5 to 7 teacher at national school curriculum. Cluster teacher training takes place Connected Schools Programme, Rally to Read and the Educator the Koue Bokkeveld Primary School in the Western Cape, one according to the identified needs, and ranges from language Combined School and Kamohelo Primary School. The Foundation Mentorship and Development Programme (EMDP). of the recipients of the Connected Schools Programme. “The methodologies to classroom planning and evaluation. invested an additional R4.4 million to phase two of the programme programme has had a huge impact on our school,” he enthuses. Connected Schools Programme For the past three years, the Foundation has been investing for four new schools: Heide, Karabelo and Monyatsi Primary “Being a rural school, our learners had only ever seen touch screen more than R3 million annually in the Rally to Read Programme, Schools and Kotsofalo Intermediate Farm School. In an effort to bridge the digital divide, the Telkom Foundation laptops on television. Thanks to Telkom, we have introduced sponsoring the grade R programme in all provinces and providing Ms Mokgotsane is the grade 6 and 7 English teacher at the initiated the Connected Schools Programme in 1998, targeting laptops, and learners from grade R to 7 get the opportunity to use support to the entire Rally programme in Limpopo. In 2014, the Grassland Intermediate School in the Free State. She concedes: learners from rural and disadvantaged schools. For the past them.” Mr van der Merwe recognises it is not only the learners who Foundation contributed R3.153 million. Just under R2 million “Teaching at a disadvantaged school has its challenges. We two years, the programme has been the Foundation’s flagship benefit: “The new technology creates a learning environment that supported grade R classes in 119 schools in all Rally to Read don’t have the same access to resources that other schools have. project, highlighting the importance that the Foundation places stimulates and challenges both the learner and the teacher and the provinces, impacting over 1 339 teachers and more than 41 429 This is why we were so grateful to be selected for the Educator on ensuring learners are connected. The programme aims to proof is in our academic results.” learners from grades R to 7. R1.2 million was invested in the Mentorship and Development Programme.” improve education outcomes in schools identified and selected in To date, Telkom has invested more than R30 million on Limpopo province, impacting 160 teachers in 12 schools and 5 270 The EMDP consists of three elements: mentoring of selected partnership with the Department of Basic Education (DBE) through implementing the Connected Schools Programme. Between 1998 learners. To date, the Foundation has invested almost R12 million educators in the STEM subjects in the foundation phase; training the provision of information communication technology (ICT) and 2013, the programme reached 819 schools, impacting 609 131 which has impacted 5 299 teachers and over 156 654 learners. workshops; and the provision of teaching aids and equipment. equipment and resources to schools, and ICT training to educators. learners and 25 389 educators. The Foundation plans to engage According to independent evaluations of the programme, Selected educators are mentored weekly by retired educators In 2014, the Foundation connected 36 schools that are part of its SchoolNet to conduct ICT and change management training for after a full-cycle READ intervention, learners advance two years on lesson planning, lesson presentation, learner assessments and Rally to Read Programme in four provinces, and spent R9.6 million both educators and principals. in reading skills, and four years in writing skills. It is hoped that to connect these 36 schools during this period. All the schools classroom observations. Rally to Read though the support of the Telkom Foundation, learners in the The programme has supported 61 educators who have received an ICT package worth R200 000 including 21 laptops, recipient schools will improve their chances of completing high a printer, one whiteboard, 21 chairs and 11 tables and two-year The literacy levels of learners in rural schools in South Africa impacted 4 825 learners. Results showed that in the pilot phase, school and increase their opportunities for tertiary education and schools performed above the 50% mark. By the end of 2014, 63% lag behind those of their urban counterparts. Without reading job prospects. and writing skills, the likelihood of a learner completing high of learners achieved above the 70%. school or tertiary education is as limited as the prospect of finding Educator Mentorship and Development Ms Mokgotsane’s face lights up, “Two of my learners received future work. Programme awards for highest performance in English at the end of 2013.” She also received the highest achiever award in the pilot phase The Telkom Foundation has accepted the challenge of In an effort to address the challenges of teaching science, for having the class with the highest marks. “I have always had a increasing literacy and promoting a culture of reading in rural and technology, English and maths (STEM), the Telkom Foundation passion for English, but the support we have received has rekindled disadvantaged schools across the country. Working in partnership partnered with the Central University of Technology (CUT) in 2011 and increased my passion.” with government and other corporates, the Foundation has to launch the Educator Mentorship and Development Programme invested in Rally to Read since 2011. Rally to Read is a rural schools (EMDP). The EMDP aims to address the poor results in feeder development programme run in all provinces except Gauteng. schools and the poor quality of students attending CUT by Nathi Kunene Championed by Bidvest which works with the DBE and the READ developing, empowering and mentoring educators in the STEM ac t Acting Head: Telkom Foundation Educational Trust on the selection of recipient schools, the project subjects at primary school level. The Foundation committed [email protected] donates quality educational resources and teacher training to R4.5 million to the pilot phase (2011 to 2013) which included www.telkomfoundation.co.za

Cont 012 311 2881 improve the learners’ literacy, language and comprehension skills. three primary schools: Grassland Intermediate School, Bainsvlei

138 139 Corporate practice tiger brands chapter three

Nurturing minds Tiger Brands delivers on its commitment to communities through corporate social investment (CSI). The core programmes within Tiger Brands CSI continue to address some of the key aspects of the National Development Plan (NDP) and the United Nations Sustainable Development Goals by contributing towards the fight against food and nutrition insecurity.

The group committed over R24 million to community development in 2015, achieving several milestones: side from being the largest branded food manufacturing security amongst the poor and vulnerable. There is growing ●● 12 million daily meals served in communities annually company in sub-Saharan Africa, Tiger Brands is a consensus that nutrition interventions need to be conceptually and through working with NGOs ●● 107 000 food parcels distributed annually responsible corporate citizen, passionate about making a programmatically integrated. In addition, they need to be based t s t fac fas A ●● 40 000 learners reached via the Tiger Brands nutrition difference to the growth and development of South Africa. Besides on proven impact at scale, be practical and action-oriented. The education programme its own transformation and BBBEE agenda, Tiger Brands aligns its company’s CSI initiatives are geared towards promoting access to Providing more than just food ●● 23 000 school holiday food parcels distributed to learners social outreach objectives with key national and global priorities food through a network of stakeholders and role players. South Africa – like other developing countries – is in ‘nutrition that speak to the group’s business activities, strategy and mandate. ●● 31 000 children benefit from milk and sandwich Partnering for success transition’ due to the co-existence of both under and over- donations Setting the scene Tiger Brands is constantly looking for opportunities to create nutrition. While South Africa has extreme poverty and malnutrition, ●● 1 200 families receive monthly food parcels. Poverty and malnutrition are two of the biggest contributors to sustainable social impact by partnering with various strategic and it also struggles with the problem of bad nutrition and obesity. Key partnerships in 2015: childhood illness and death. United Nations data indicates that social partners. These include government, key NGOs, customers, Educating communities and consumers about good nutrition ●● African Children’s Feeding Scheme – provision of Albany globally, 1.2 billion people are starving. Meanwhile, Statistics South suppliers and other relevant stakeholders. “We believe that a and highlighting problems that result from inadequate intake of bread, Black Cat peanut butter and food parcels to Africa estimates that 12 million South Africans live in extreme collective effort is fundamental if the issues relating to food security nutrients is a principal aim of nutrition education. The group has two approaches to nutrition education. Firstly, those in need poverty. Approximately 30% of SA children experience stunted are to be tackled and resolved,” says Zanele Njapha, the Group’s ●● Buhle Farmers Academy – provision of dry foodstuffs for growth due to a lack of adequate nutrition in their early years. CSI Manager. “For example, Tiger Brands and the Department of educating learners on the importance of a healthy balanced diet; students’ meals in support of farmer development Basic Education have partnered to address the nutrition needs of and secondly, ensuring that consumers of the company’s brands ●● Afrika Tikkun – provision of food products that help Making a difference serve over 14 000 weekly meals for beneficiaries in the scholars over the long holidays, distributing around 72 000 food understand the importance of caring for their health and nutrition Poverty alleviation through addressing food security, and the through good food choices. There are various initiatives under way organisation’s various programmes parcels to date.” ●● Nelson Mandela Metropolitan University (NMMU) concomitant issues of nutrition security and nutrition education, to promote nutrition education among learners who are part of the The Group also works with NGOs to serve 12 million meals community project – provision of meals to are central to Tiger Brands’ socio-economic transformation annually in disadvantaged communities. Through the NGOs, Tiger in-school breakfast feeding programme implemented by the Tiger disadvantaged students agenda. Being in the business of manufacturing high-quality Brands donates 107 000 food parcels to families of vulnerable Brands Foundation. These include fun booklets on the importance ●● Cotlands – provision of food products at all its centres. foods, the company recognises the critical role it can play as a children, as well as child-headed households. In partnership with of a balanced diet, its impact on growth and development, and tips corporate to drive awareness and collaboration to promote food the African Children’s Feeding Scheme, the company’s bread on cooking and the heating of food. Furthermore, in 2009, Tiger subsidiary, Albany, each year provides more than 613 000 loaves Brands implemented an easy-to-understand labelling system on all of bread and 3 156 litres of Black Cat peanut butter to feed its packaging that includes a nutritional guideline table, as well as malnourished children, orphans, child-headed households, the Eat Well, Live Well symbol. chronically ill patients and poor children between the ages of one Employee volunteerism and 18. In addition, 31 000 children benefit from sandwiches and The group encourages employee involvement in community- milk donated by Tiger Brands. Some 1 200 families receive monthly related initiatives which benefit orphans, children, youth, women, food parcels comprising basic food such as maize meal, rice, samp, people infected with HIV/Aids, the disabled and the disadvantaged. canned tomato and onion mix, baked beans, mixed vegetables, For Mandela Day 2015, over 100 employees visited the elderly and peanut butter, jam, dried split peas, sugar beans, and cereals such vulnerable children of the Ebenezer Hannah Home in Orange Farm, as Morvite and Jungle Oats. near Johannesburg. Activities covered all the Mandela Day themes: Together with the NGO, Heartbeat Centre for Community food security, education and literacy, shelter and infrastructure, Development, Tiger Brands donates monthly food parcels to 190 and service (volunteerism). The Tiger Brands volunteers gave the HIV/Aids-infected, affected and social grant-dependent caregivers/ home a much-needed makeover by refurbishing the study centre families who cannot afford a nutritious meal. to make it a more conducive place for children to study. They ZANELE NJAPHA Another strategic partnership includes the Shoprite Soup

repaired the roof and ceiling, and painted the orphanage houses ac t Group CSI Manager Kitchen Project, where 3.5 million people across the country are and playground equipment. The volunteers also prepared food [email protected] fed annually. Furthermore, Tiger Brands is proud to be the anchor for the residents and planted vegetables to ensure a sustainable www.tigerbrands.com Cont 011 840 4682 partner for food security with the Nelson Mandela Foundation. source of food.

140 141 Corporate practice tiger brands foundation chapter three

Nourishing young minds towards a brighter future The Tiger Brands Foundation was established in 2010 to enhance Tiger Brands Limited’s impact in the community. Nourishing young growing minds is more than just a vision for the Tiger Brands Foundation; it is the model of an in-school breakfast feeding programme at non-fee paying schools.

he Foundation implemented the first in-school breakfast Social Mobilisation and Support Services, Department of Basic Adding value to our society through: feeding programme in 2011 to complement the meal Education. “The highlight of this engagement is evident in a ●● Unlocking access to educational opportunities. provided by the Department of Basic Education’s National sustained in-school breakfast feeding programme in 64 schools in ●● Food security – contributes to enhanced performance T reporting technology, designed specifically as a mobile application. and improved school attendance of learners. Schools Nutrition Programme (NSNP). Initially, this covered six nine provinces which offers consistent and high-quality branded It monitors on-site answers to pre-loaded questionnaires of seven ●● Provides education on the importance of good nutrition. primary schools in Alexandra but has since expanded to 64 products,” adds Whittle. h ig hl t s to eight questions via standard mobile handsets. Reports are ●● Capacity building with school leadership to improve schools across nine provinces, providing the essential breakfast The Foundation has embarked on its first corporate partnership professionalism, teaching abilities, and management of auto-generated and aggregated, providing the Foundation meal to over 44 000 learners, staff and school monitors. To date, with Sishen Solar Facility in the Northern Cape. The company school resources, finances and government subsidies. with invaluable data on the programme’s daily mechanics that over 38 million breakfasts have been served to South Africa’s most covers the cost of the food and the Foundation implements the ●● Creating employment for the food handlers and school range from how many learners and educators are fed meals to monitors. vulnerable learners. In addition, 24 kitchens have been installed programme on their behalf. the attendance of both learners and educators at school. “The ●● Uplifting the community through educational with industrial grade equipment to create a more hygienic and Employment opportunities technology is a cost-effective and efficient way of generating data,” programmes aimed at the parents and the community. efficient system to prepare nutritious meals. ●● School holiday feeding programme. explains Eugene Absolom, the Director of the Foundation. “All that The programme offers more than just the provision of food to ●● Enterprise Development – empowerment of small-medium Fostering strategic and social partnerships learners. It has been instrumental in supporting over 200 jobs the co-ordinators and monitors need is a cellphone. They respond enterprises. All food procurement and distribution done The programme has demonstrated that an effective public-private for food handlers (unemployed community members/parents) to the short questionnaire every day; within a very short space of through Tiger Brands Out of Home division. partnership can make a significant difference to the lives of learners who prepare the breakfasts provided by the Foundation and the time, we have all the necessary data and are able to report on ●● Effective monitoring and evaluation of breakfasts and NSNP meals served. via an in-school feeding programme, contributing to improved lunches provided by the DBE. Each food handler is employed by exactly how many learners are fed across the country on a particular ●● The in-school feeding programme is an impactful model day,” Absolom adds. attendance, class participation and performance while helping to the DBE and is offered a stipend by the Foundation, which also that can be replicated at any non-fee paying school. reduce obesity. provides training in food storage, preparation, hygiene and on Since the start of the programme, the Foundation has The Foundation fulfils its mission in partnership with a number how to use the industrial equipment installed in the kitchens to the commissioned two impact studies by the University of of stakeholders, including: food handlers. Johannesburg’s Centre for Social Development in Africa. In supplementing learners, caregivers and their families with basic ●● The National Department of Basic Education (DBE) at national, The distribution team – which ensures that the food reaches the 2013, a study was conducted on the in-school breakfast feeding food supplies for the long school holidays during the months of provincial and local level beneficiaries even in some of the most remote, rural villages in the programme in relation to growth rates in learners. “The study July and December. ●● Academic and research institutions (such as University of country – has more than doubled its staff since its involvement with concluded that, among other factors, stunting was reduced by a In the Western Cape and Free State Province, 6 040 food parcels Johannesburg – Centre for Social Development in Africa) the programme. quarter in learners who participate in the Tiger Brands Foundation were distributed to the learners across 10 primary schools at the ●● Beneficiary schools, parents and community leaders The Foundation recognises that enterprise development is a in-school breakfast feeding programme,” reveals Dr Miriam start of the July school holidays, marking the official kick-off to the ●● Community-based agencies (food delivery partners) key component in the South African corporate landscape today. As Altman, the Chairperson of the Tiger Brands Foundation. “The Mandela Day commemoration. To date, more than 60 200 food ●● Funders/donors wishing to invest in food security and school a result, it invests locally in operators who procure and deliver the research also concluded that children who eat breakfast at school parcels distributed nationally to participating schools have ensured nutrition programmes required products for the programme. perform better on standardised tests than those who skip breakfast that learners do not return to school malnourished. ●● Tiger Brands, the public and shareholders. or eat breakfast at home.” Looking ahead Monitoring and evaluation In 2013/14, a second study was conducted to evaluate the Given the success of the current feeding programme, the The Tiger Brands Foundation recognises the significance The programme provides part-time employment to the school impact of the NSNP meal and the TBF in-school breakfast Foundation intends to expand its activities to other schools across of partnerships to create a pool of funding and resources to co-ordinators and monitors (unemployed youth from the feeding programme on learners in the Lady Frere district. Primary the country and increase the number of recipient beneficiaries. strengthen the work undertaken by established projects with similar community) who present real-time data using Mobenzi, a mobile- objectives were to evaluate the impact on: learner anthropometric “We intend to add at least 12 more schools which will approximate goals and objectives. To this end, the partnership developed with measurements (weight-for-age, height-for-age and BMI-for-age), to 11 000 beneficiaries by the end of February 2016,” explains the DBE (National Schools Nutrition Programme) is evidenced in school attendance and school performance. Secondary objectives Absolom. “The Foundation will provide further infrastructural the signing of a five-year Memorandum of Agreement (MoA). The were to determine possible school development and broader support by donating and building two school kitchens over this MoA guides the working partnership between the Foundation social benefits associated with the programmes. Identifying period. Furthermore, we will provide ongoing training to the senior and the NSNP team in the selection of beneficiary schools, with recommended areas of improvement was also key. management teams of schools where the breakfast programme strict criteria applied to each school prior to the in-school breakfast Holiday food parcels has been implemented,” concludes Absolom. programme being implemented. Monitoring of the in-school breakfast feeding programme revealed The Foundation’s partnership with the DBE has gone from that while learners were receiving adequate nutritional lunches strength to strength since its formation in 2011 and is recognised EUGENE ABSOLOM during the school term, they were returning from school holidays as one of the most successful partnerships that strives to improve ac t Director malnourished. The Foundation – in partnership with Tiger Brands education outcomes. “Our mutual engagement has accomplished [email protected] Group CSI – implemented the holiday food parcels project a sustainable public-private partnership that addresses the www.thetigerbrandsfoundation.com in December 2012 to address food insecurity by providing/ Cont 011 840 4654 needs of our learners,” says Dr Whittle, Deputy Director General:

142 143 Corporate practice TRANSNET FOUNDATION chapter three

Building a healthy, safe and educated nation Corporate social investment (CSI) has become much more than an inspirational buzzword in the Transnet community. In a country where there is much scope for development and the upliftment of its people, CSI has become a core element of the state-owned enterprise. The Transnet Group has a separate division that implements the company’s socio-economic development projects to ensure the best possible resources are dedicated to CSI initiatives. This division, the Transnet Foundation, is breaking ground to build a healthy, safe and educated nation. Transnet Teenage Health Programme: ●● The programme is currently run in eight of the nine provinces. ransnet invests over R160 million annually in CSI initiatives Extending the programme ●● 18 000 girls have benefited from the programme since its inception in 2012. with over R140 million of the funds distributed through the In 2015, after many requests from communities in which the girls’ ●● A similar programme for boys was introduced in 2015. Foundation. The Foundation has six different portfolios. T programme has been implemented, Transnet conceptualised and Grants and donations: These include the Health Portfolio, Rural and Farm Schools implemented a boys’ programme which targets teenage boys. “To ●● R3 million was pledged to the Making a Difference Trust

Sport Programme, Container Assistance Programme, Education focus on only girls is akin to presenting a half-baked solution to a T S A ND F IGU R E FAC towards the construction of paediatric surgery units in Programme, and Grants and Donations. problem, expecting it to work,” says Kandia. The boys’ programme five major hospitals in South Africa. Giving girls the dignity they deserve mirrors the educational content of the girls’ programme with a focus ●● R5 million was donated to build the Rhodes University of health and hygiene matters and positive life choices pertaining science faculty library – a library open to the wider community of Grahamstown. In 2012, the Transnet Foundation Health Portfolio implemented a to boys. There is a special segment focusing on education in ●● Transnet partnered with Africa Vision and the Northern Teenage Health Programme that provides education, awareness respect of medical male circumcision. The boys receive toiletries, and feminine hygiene products to the poorest, mainly rural Cape Department of Health to remove cataracts in 180 teen boy diaries, a soccer ball to promote physical fitness as part patients and screen 350 patients in the Pixley ka Same communities of South Africa. In these communities many of the of wellbeing, and a school backpack. It is expected that at least District. families get minimal or no income. Menstrual health and hygiene 2 000 boys will benefit from the programme in 2015, with plans to Heritage preservation: management is at the bottom of the priority list and there are and improve their quality of life. Furthermore, the programme increase the numbers incrementally in the future. ●● The Outeniqua Transport Museum was established often no sanitary amenities or waste management systems. On a in 1998. helps teenage girls feel comfortable with their bodies and enables financial level, parents do not have the resources available to buy Uplifting communities ●● 16 classes of steam locomotives are on display. the necessary toiletries. The result is that teenage girls stay away them to feel pride in being a woman,” Kandia concludes. Community-based and non-profit organisations play a crucial role ●● The older locomotive is the Emil Kessler – it ran from 1889 to 1903, covering approximately 190 000 km. from school and other activities when they menstruate because Involving stakeholders in uplifting impoverished communities, where most people don’t ●● Museums include displays of original interiors and other they don’t have access to proper sanitation and feel embarrassed have the means to help themselves. By providing much-needed The programme involves key stakeholders in the community, vehicles. and uncomfortable. including the girls’ parents, teachers, school governing bodies and care and services, they help empower people to live productive, Shamona Kandia, the Portfolio Manager for the Teenage Health government officials. It targets girls between the ages of 13 and healthy and fulfilling lives, and offer hope for a bright future when Programme, explains how girls are empowered and also given a The Foundation spends close to R160 million each year on 19. There are three key phases that form the programme. Firstly, a prospects are dim. future through the programme. “Through education, awareness community projects and sponsorships. Over and above the CSI one-day interactive workshop where a facilitator hosts an interactive Transnet recognises and supports the powerful impact that and a dignity pack that contains basic hygiene products, the flagship programmes such as the Rural and Farm Schools Sports workshop session where they talk to the girls about topics such non-profit organisations and community-based projects have on Transnet Teenage Health Programme has a positive impact on Programme, the Phelophepa Health Trains and Sharp Minds! Get as how their body changes, menstruation, teenage pregnancy communities. These initiatives give the Transnet Foundation an young girls in rural communities,” she says. “The programme Ahead in Life, a portion of the CSI funds is allocated to grants for and self-esteem. Secondly, each girl gets provided with a dignity opportunity to contribute to the development of South Africa’s aims to minimise the school dropout rate for girls, enable girls special projects. pack, containing a booklet with the information discussed in the people, as well as government’s goals of addressing the skills to participate fully in social and academic activities, teach girls to To enhance the impact of the Foundation’s donations and to workshop, soap, toothpaste and toothbrushes, deodorant, hand shortage challenges by equipping the youth. maintain basic good, clean feminine health and hygiene practices, reflect their business model as well as our results-driven corporate sanitiser and a menstrual cup, packaged in a school backpack. culture, Transnet focuses its resources on projects that draw upon Thirdly, there is feedback and follow-up sessions of small groups the specialist skills and experiences of our people by contributing of girls for a few months after the workshop. In these sessions, to social and humanitarian programmes. The Foundation helps girls get the opportunity to talk about their experiences at small to build stronger, healthier communities through better human group gatherings through a process of facilitation hosted by services and support systems. Requests outside of these focus the Transnet Foundation. These sessions also involve girls who areas are also considered if the organisation demonstrates sound have been through the programme, providing for the opportunity corporate governance and good business principles. of peer learning. The programme is currently run in eight of the nine provinces Making a difference and has been implemented in a number of poverty-stricken One of the programmes that has benefited from the Foundation schools and communities since inception, benefiting close to is the Making a Difference Trust. The initiative, started by Karolina 18 000 girls. Andropoulos whose daughter succumbed to cancer in a public

144 145 Corporate practice TRANSNET FOUNDATION Q&A Interview by TAMARAchapter OBERHOLS twoTER

in George and the Kimberley Transport Museum. The Transport What are the key advocacy issues being be government, it doesn’t matter which Museum in George was established in 1998. Tourists come from addressed by civil society in post- party comes into power. We need to help apartheid South Africa? far and wide to visit the museum, where they can admire the Emil government out of its dilemmas. The Kessler locomotive (No 1), which hauled the first train in Gauteng Advocacy is often misunderstood and politicisation of advocacy is also how it’s (then Transvaal), the Randtram, from Braamfontein to Boksburg on seen as promoting a particular point of framed: if government does something view, whether right or wrong. In South wrong, we keep saying it was the ANC, and 17 March 1890. No 1 was shipped to Durban from where it was Africa, we’ve had to learn that advocacy it becomes political because it’s almost like transported by ox wagon to Germiston. She worked for 14 years cannot simply be adversarial; it has to be opposition parties have found a natural until she was withdrawn from service in 1903. solution-orientated. ally. I would never make a good politician; The museum also features other historical items such as old The biggest challenges we have I would side with my opponent if I thought dining cars with wooden pillars, private saloons, President Kruger’s to address are endemic poverty and he were right. coach, passenger coaches, Coach No 49 used on the Royal Train in inequality. In the days when I was an activist hospital, enhances the quality of care in paediatric units in public 1947, motor vehicles, crockery, cutlery and silverware. under apartheid, we had a specific ‘enemy’. How is advocacy typically funded in South Africa today? hospitals. Carte Blanche, the actuality TV programme on M-Net, The Transnet Foundation facilitates the use of steam locomotives It’s no longer that simple. Advocacy must It’s typically funded by private foundations, realised the plight of public hospitals and has been involved in for tourism purposes by steam clubs. These locomotives haul develop. Good advocacy must still hold mostly foreign foundations like Ford driving this project since 2008. The Transnet Foundation pledged vintage carriages steeped in history. Enthusiasts can experience government accountable, but it must also The importance Foundation, Open Society and others that R3 million towards the construction of paediatric surgery units a sense of nostalgia as they take a ride in these carriages. A few look for solutions to problems, not just criticise for the sake of it. of funding have promoted the concept of social justice in five major State academic hospitals: Chris Hani Baragwaneth, locomotives are on display at municipalities, while others are around the world. Charlotte Maxeke, Steve Biko, King Edward VIII and Universitas. showcased at various stations throughout South Africa. Would you say that advocacy is advocacy In South Africa, people are beginning Another organisation to benefit from the Foundation’s grants “We are committed to adding to our railway collections with a more fragmented than it was under to understand that charity is good, but and donations is the Masizakhe Children’s Home that received R1.7 primary goal of identifying, preserving, protecting, promoting and apartheid? it doesn’t change the world. We need to million from Transnet for the building of a kitchen and dining hall. managing assets with cultural significance,” explains Brian Murison, It’s not so much fragmented as divided Achmat Dangor is an author find ways to reduce the need for charity Masizakhe Children’s Home at Mdantsane Township in the Eastern the heritage manager for Transnet Foundation. He adds: “This across particular viewpoints. People and an advocate for human by addressing the root causes of the Cape was established in 1989 as a residential facility providing care, is done in accordance of the National Heritage Resources Act of promote their causes, whether it’s gender problems. The Social Justice Initiative [an rights or homelessness, but many are dignity and social justice. His accommodation and services to over 80 orphaned and vulnerable 1999, Act 25 of 1999. advocacy initiative committed to a peaceful just addressing the symptom and not the previous roles include heading children ranging from two to 18 years. The children’s home also and prosperous South Africa which cause. They need passion that is deep up the South African office mobilises funds and supports social justice contributes to efforts aimed at preventing the spread of HIV/ enough to go and look for long-term organisations] recently attracted a private Aids and aims to provide the young people at the centre with of the Ford Foundation and solutions to the underlying problems. serving as CEO of the Nelson donor and I think that’s a very good sign. independent life skills to prepare them for the outside world once The two big things that we need Mandela Foundation and the Philanthropists in their private capacity are they leave the children’s home. to address are basic education and recognising the need for helpful advocacy. The SANDF Spouses Forum was the recipient of a R200 000 encouraging entrepreneurial spirit and Nelson Mandela Children’s donation from the Transnet Foundation for one container to capacity in under-developed communities. Fund. We asked him about Is it possible for corporate funders to get involved and avoid politics? be converted into a classroom at the Thaba Tswane Créche. advocacy and how corporates How can civil society create a more The comfort zone of the corporate sector The SANDF Spouses Forum is a non-profit organisation that united front? can fund it. originated from a need for spouses of the generals in the defence is charity and that is understandable. But Dialogue! It starts with that. I am very there is a way for business to go beyond force to synchronise their activities effectively with a view to encouraged by what my former colleagues that. For example, the old Anglo American empowering and sharing common goals. Prior to Transnet’s at the Nelson Mandela Foundation are Chairman’s Fund built some of the donation, the existing crèche was unable to support the rising doing in bringing together people who dialogues in the early days of the Nelson enrolment numbers of children aged one to six years old. The are fundamentally opposed. I think we Mandela Foundation. donated container – one of Transnet’s redundant containers – has need to have another United Democratic Business people also have a lot of been repurposed and converted into a classroom to alleviate the Front; one that brings together civil society, insight into what is going wrong at space problem in the crèche. business and government. Of course, community level – whether it’s with power we need respected intermediaries to do or water – and if they take the initiative to Cherishing our history convening work. There are already forums approach government and civil society and As a State-owned company, Transnet understands the importance for donors such as the African Grantmakers create a dialogue, they can definitely play a of investing in sustainable heritage preservation and actively tries Association, Social Justice Initiative and positive role.  to lead by example. Transnet’s investment in heritage preservation Defence of Democracy Fund. They could stretches far beyond tangible or financial gratification. By be brought in too, to use their resources to fund long-term solutions. acknowledging South Africa’s rich transport history, the company makes a significant contribution towards social and economic Does advocacy always have to be Sibusiso Ngomane growth and development in South Africa. With a rich railway history political or politicised? ACHMAT DANGOR

ac t Senior Manager: Communications and Special Projects of over 150 years, Transnet has established two transport museums [email protected] No. The undertone of advocacy seen to Advocate for human dignity and social justice in South Africa showcasing a variety of locomotives and other www.transnet.net be anti-government, but actually anti- [email protected] historical lifestyle items. The museums are the Transport Museum Cont 011 308 2775 party, is always a mistake. Government will

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Distinguishing between strategic Beneficial outcomes: There should be and developmental CSI evidence of positive outcomes, such as The judges pointed out in their feedback before and after results, or results after Actively that while certain of the 2015 Trialogue the end of a programme. Indicators could Strategic CSI Award entries were include relative improvement or efficiency laudable, they did not qualify as strategic versus alternative interventions. encouraging because they were more developmental or reputational in nature, and were Beneficial impact: This should be considered to be insufficiently aligned long term (three years or more). with the company’s or organisation’s core We ask whether anything changed strategic CSI in business interests. for a community, beyond the direct As can be seen in Trialogue’s CSI beneficiaries. Government engagement, positioning matrix, strategic projects are sharing lessons and advocacy are also those that deliver a high combination taken into account. South Africa of positive social and business outcomes, impacts and benefits to their Recognition: We look at internal and Since its launch in 2014, the annual Trialogue Strategic CSI stakeholders. While developmental CSI external communications, reputation Award has encouraged CSI practitioners to think more offers beneficial social outcomes, it does index scores, awards and BBBEE points. strategically when planning and implementing projects. The not always carry significant competitive award recognises South African CSI initiatives that successfully advantage to corporate activity. Stakeholder benefit: Business align social development with business priorities for maximum stakeholders need to benefit, beyond Judging criteria for the Trialogue PR. We’re looking for measures that can impact. The 2015 entries showcased a number of projects that Strategic CSI Award influence profitability such as the growth, positively and holistically impact people, planet and profit. But Objectives: Targets need to be practical engagement, support or development what makes for an award-winning CSI project? In planning for and realistic. Initiatives should be SMART of employees, customers, suppliers, future entries, it helps to know what the judges look for. – Specific, Measurable, Achievable, community and government. Relevant and Time-bound – and the entries should show this. Competitive benefit: Competitive advantage is measured in company Visible outputs: Numbers must be performance, cost reduction or revenue his year, 10 companies and corporate foundations submitted a total of 12 provided for volume of activity. The increases. projects for consideration. These included several repeat entries that returning judges need to know who has been judges Anthony Wilson-Prangley and provided with the service/product. The winner: Kruger National T Park’s Singita School of Cooking Dr Stan Hardman found to be better Breakdowns by type of beneficiary and Trialogue’s CSI Positioning Matrix conceptualised and prepared, indicating lessons cost per beneficiary need to be included. Both judges agreed that this project most learnt from the previous award process. This second successfully met the criteria of strategic competition attracted a number of strong contenders, CSI and provided excellent supporting many of whom impressed the judges with their attention Beneficial impact See the full Singita School of Cooking u evidence: “We are glad that an entrant to detail. The judges also felt that, as a collective, the Developmental CSI Strategic CSI profile on page 154 from last year won this year with an African Eyes Photography / Biowatch latest applications showed an overall improvement from improved application. They most closely the inaugural year’s entrants. Beneficial outcomes met the criteria of strategic CSI, and In line with the previous year’s submissions, all Anthony Wilson-Prangley is a researcher, lecturer, consultant and faculty member provided substantive evidence. of the University of Pretoria’s Gordon Institute of Business Science (GIBS). Before the entrants aimed to show their initiative’s unique joining the faculty, he helped build the Centre for Leadership and Dialogue at GIBS. “The project’s application form S o ci a l bene fit approaches and contributions to CSI. However, since Visible outputs He focuses on helping leaders in business, government and the social sector bridge was exceptionally well completed the focus of this competition is strategic CSI, those Charitable grantmaking Commercial grantmaking various divides for a collective impact. He lectures in the area of leading social across all categories with evidence entries demonstrating direct, measurable impacts change with emphasis on the dynamics of leadership, human behaviour, diversity and put forward, plus often anecdotally transformation. and benefits were most highly rated. While Trialogue N o visible benefit externally validated. Examples of the judge’s profiles judge’s acknowledges the role of all forms of corporate Dr Stan Hardman is a senior educator, academic, researcher and consultant. In project’s marketing and publicity were No visible Recognition of Stakeholder Competitive his position as programme designer at the Leadership Dialogue, he develops and involvement in the community, such as charitable and benefit contribution benefit benefit given, positive customer experiences Corporate benefit manages specialist programmes in leadership development. His work focuses on commercial grantmaking and developmental CSI, the situations of human complexity that require holistic solutions. His particular interest were noted, as well as the feedback focus is on stretching the CSI imagination towards Strategic CSI is defined as CSI that has a positive developmental is in social partnerships involving communities, business and government that create of community stakeholders who really impact as well as a significant positive effect on the business, beyond social capital while finding practical solutions to embedded problems. projects that exemplify the integration of social and reputational benefits. matter.” business benefits.

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Commendable CSI projects MTN Special Needs Schools Pointers for future participants Below are some thoughts from the Connectivity Programme ●● Projects entered into the Trialogue judges on noteworthy Trialogue Strategic This worthy programme leverages off CSI Strategic Award should meet the CSI Award entries. the company’s core competencies, but is criteria for strategic CSI as opposed to more developmental than strategic. mainly those for developmental and/ African Bank Tembisa or marketing CSI. Entrepreneurship Development Nedbank Mobile Clinic ●● Past entrants are welcome to resubmit Project A good example of developmental CSI, in 2016 with tweaked applications if An authentic attempt at experiential this initiative clearly makes a focused they have compelling projects that learning about small business impact in the communities concerned. speak to the criteria. development. One of the smaller ●● The inclusion of independent projects, and therefore more hands- Transnet Teenage Health assessments of the initiative’s CSI on, this project was well managed and Programme work will strengthen its submission. should be commended for this. A worthy cause focused on young However, entrants need to use the women’s health and wellbeing, this is also competition form to elaborate on Clover Mama Afrika an impressive and crucial developmental their strengths adequately, rather than This is clearly a well managed CSI initiative. relying on and referring heavily to programme with a reasonable amount of additional documentation. mainly anecdotal evidence. It has social Transnet’s Phelophepa Healthcare ●● Participants who complete the entry outcomes and impact, however, it is not Trains form in a thorough, comprehensive strictly speaking ‘strategic’. One of South Africa’s best examples of manner, demonstrate their own CSI. It leverages off good stakeholder understanding of what the judges Coca-Cola 5by20 relationships and the organisation’s core are looking for and will receive credit This international project has a business. for this. strong local partnership. Its focus is ●● Entrants should explore what makes on the empowerment of women in Vodacom’s Youth IT Skills CSI unique in South Africa, and more microbusinesses. The project is well Development Academy broadly, in developing economies as it presented, enjoys high visibility, and The project has drawn in partners, has relates to national (private and public) epitomises the impact that a business and a strong business case, and provides companies, state-owned enterprises logistics company can have in relation good supporting evidence (in the form of and multinationals with a footprint in to rural reach and the development of examples of publicity about the project). South Africa.  business acumen in remote areas.

Eskom Expo for Young Scientists Each year we recognise crucial initiatives that better the lives of our citizens by identifying companies that enhance Read more about the 2015 Trialogue Strategic CSI Awards entrants. Some links society through their social investment actions and insights. And we invite you to join us in two 2016 projects: A strong and good example of strategic include the specific projects entered, while others are an overview of the corporate’s CSI, this repeat entry has broad CSI activities or foundation. online • Investing in the Future: For more than 25 years we have published dedicated Corporat Investment Surveys national scope. A large and essential singita.com/community/singita-kruger-national-park-school-of-cooking/ developmental project with strong africanbank.co.za/about-us/csi-programmes that recognise and reward corporate social investment. Tell your story with us in April and October 2016. alignment with Eskom’s core business clovermamaafrika.com and stakeholders, it meets the company’s coca-colacompany.com/5by20-in-south-africa • Greening The Future: The M&G has published special reports to support a cleaner planet without agenda in that it promotes careers exposcience.co.za compromising progress for the past ten years. We celebrate pioneering effort to showcase innovation in in science linked to electricity, plus addhope.co.za renewable energy, the combating of climate change and strategic management of natural resources. innovations that often require electricity. mtn.co.za/community/csi/Pages/21_Days_of_Yello_Care.aspx services.mtn.co.za/ mtnfoundation/Education.html#educonnectivity Each July we also acknowledge and reward these companies that show Innovation in Environmental nedbankgroup.co.za/sustainabilityCSIIntro.asp Best Practice. KFC Add Hope transnetfoundation.co.za A worthy project with a logical connection digitalclassroom.co.za/digitalclassroom/youth-it-skills-development If your company is involved in integrating social and environmental initiatives into your business, you are invited to to the business. This is an excellent participate in the M&G’s two main social investment projects in 2016 through advertising, sponsorship or content initiative in the way it engages customers, marketing. Please call: which is rare in the CSI field. A good example of marketing CSI. Adriana Botha 011 250 7410 or 082 386 1246 | [email protected] MTN 21 days of Y‘ello Care A great charitable campaign, its strong employee engagement aspect is commendable. The project is, however, more closely associated with marketing and staff volunteerism than strategic CSI. mg.co.za

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improving spoken English. Work skills and high potential to progress through the ethics, time management and forward ranks within its kitchens. Singita School planning are also taught. ●● Singita can invest with more SSC students are assessed as they confidence in highly skilled, loyal staff, progress and must be found competent keeping staff turnover low. in all modules to graduate. Once of Cooking’s Broader benefits qualified, their extensive practical experience gained within a professional ●● Another possible, indirect outcome work context, combined with an of the SSC project is maintaining recipe for on-paper qualification, leaves them well environmental integrity. As local equipped and qualified to start working communities experience the project’s in a professional kitchen as commis-level positive impacts, the likelihood of chefs. Graduates are assisted in applying impoverished households turning to success for positions as chefs with Singita, other illegal and environmentally destructive lodges within or close to KNP, and further activities, such as, poaching and Rural communities in South Africa aren’t often on the receiving afield. The initiative has a high success deforestation, remains low. end of educational and employment opportunities. Similarly, rate, with all previously unemployed ●● The project generates ample businesses operating in these areas face the challenge of students finding employment after opportunity for partnership. Singita attracting and retaining talent. The convergence of these completing the programme. and its partners jointly fund the SSC, and the South African Government needs, against the backdrop of the Kruger National Park, has stockfresh.com/gallery/tobkatrina Mutually beneficial outcomes contributes through learnership resulted in a culinary training and job-creation project that’s The SSC epitomises Singita’s symbiotic support. Additionally, individual serving up a generous helping of strategic CSI. Before each of its 18-month learning approach to giving back, based on learner sponsorships are a rewarding cycles, the project is advertised in the its modern conservation model that way for guests to contribute. community by word of mouth, posters recognises the need for a balanced ●● On a wider scale, the project’s and flyers, and there is a rigorous relationship between wildlife, tourism potential to impact the hospitality selection process for the hundreds of and local communities. It’s an example industry is noteworthy in that its he Singita private lodge in the Kruger National Park (KNP) partnered with applicants. With each learner intake, the of strategic social investment that makes success has been recognised to a the Singita Community Development Trust to establish the Singita School of course enables a small group of nine use of available resources. point of replication. The SSC model T Cooking in 2007. Since then, this partnership has afforded a select group of students to gain a nationally recognised While the SSC’s social impact is has proved beneficial to multiple aspiring chefs the opportunity to create a better life for themselves, their families Professional Cookery Qualification (NQF significant, the benefits it brings to stakeholders and, as of 2015, the and by extension, their communities. This forms part of Singita’s ongoing commitment to ●● Total cost per student Level 4). Singita’s business are also significant. model is being replicated in Tanzania providing meaningful development activities for locals, while simultaneously supporting the (per cycle): +/- R72 000 This full-time programme is defined For example, the positive impression at the Singita Grumeti Reserves.  (excluding Singita’s environment and servicing the needs of the business. in-kind cost). This by high quality learning interactions generated by the project’s contributions includes all essential with focused, personalised instruction positions Singita KNP as a socially When corporate and community needs coincide equipment, uniforms, from a chef skills developer. It offers a responsible organisation and encourages What the judges said the numbers laundry facilities, learning From the outset, each year’s set of graduates from the Singita School of Cooking (SSC) has comprehensive, multifaceted curriculum goodwill that inspires steadfast customer “Singita stands out, not for its size and demonstrated that a well-conceptualised and managed CSI initiative can also be a strategically materials, ingredients, that combines theory components relationships, repeat visits and valuable meals, transport, scope, or even for financial muscle: sound investment. In fact, this sustainable project ticks several boxes by developing scarce accommodation (where completed in both the classroom and word-of-mouth marketing. this is a smaller, contained but high- skills and creating work opportunities for unskilled, unemployed youth from the lodge’s needed), and a monthly online, with intensive practical training in impact project that illustrates very clear neighbouring, economically depressed and underdeveloped Manyeleti areas. stipend to encourage the SSC kitchen. All areas of professional Business benefits operational and strategic direction and certainly has an impact on its broader learner commitment. cooking are explored, and students learn ●● SSC, on the far eastern reaches of one of Southern Africa’s premiere ecotourism locales, Sourcing staff locally and training ecosystem, plus a catalytic, positive, fulfils the dual function of kitchen and classroom. It also fulfils Singita’s desire to source qualified ●● 45 learners have by doing. One year is spent cooking them to high standards makes Singita graduated since 2007. multiplier effect on beneficiaries’ staff from nearby communities. It’s a win-win. As Singita reaps competitive advantages, local ●● Company expenditure for Singita staff in their village, and an first choice for the top achievers in immediate families, their communities youth are being prepared for a career that can improve their prospects. on the project in additional six months in real-world, the class, ahead of other lodges in and country. 2014/15: R600 000. in-service training, preparing food for the KNP, giving them a competitive “It is an extremely focused programme Learning and development ●● Total company guests at Singita’s lodges. advantage. with strong leverage from the company expenditure to date: purpose, and provides a direct line SSC was founded by one of Singita's own chefs and is located within the staff village that The trainees are given daily ●● The time it takes to recruit staff is R2 600 000 of sight between specific goals serves the Singita Lebombo and Sweni Lodges. Previously an army base, the village now (approximate, excluding opportunities to learn from the expert reduced and the new recruits are and measured outcomes. There is conveniently boasts a modern, fully equipped kitchen that was made available to the Trust to value of Singita’s in-kind chefs who produce Singita’s Relais & integrated smoothly into operations. clear long-term commitment to and establish and run a chef training facility for the benefit of the local community. Places at this support). Châteaux-standard food. The programme ●● The payroll is kept manageable and passionate belief in the project.” culinary institution are in high demand. includes life-skills tuition and focuses on Singita is able to employ staff with

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Corporates do have a role to play, but there are challenges Although most corporates recognise the importance of funding systemic change, there is some hesitation to do so, largely owing to challenges such as a lack of buy-in from management, limited Trialogue control over outcomes, a shortage of resources and concerns about brand dilution. Furthermore, when it comes to funding large-scale, collaborative programmes or projects, corporates may face difficulties in working with competitors from the same industry. Such challenges can be mitigated by CSI Forums: the formation of an independent body that sets the ground rules or makes interventions ‘company agnostic’. Corporate approaches noted at the forum the outcomes ●● The Tiger Brands Foundation’s in-school feeding programme partners with government and supplements government’s school feeding programme. The public-private partnership For the third year running, Trialogue has sparked model employed has been very positive. By connecting with an existing government nutritional some thought-provoking, topical discussions among programme, the National School Nutrition Programme implemented by the Department of CSI practitioners at the quarterly CSI forums held in Basic Education (DBE), which already exists in these schools, the Tiger Brands Foundation’s breakfast feeding programme demonstrates good potential for scalability. Johannesburg, Cape Town and Durban. Themes are ●● Shanduka Foundation is involved in a public-private partnership with Kagiso Trust and the selected and facilitated by Trialogue consultants, based on Free State Department of Education. The two organisations each contributed R100 million and trends identified in their work with corporate clients. The the Department matched the funding with a further R200 million. The five-year programme environment is confidential, collaborative and conducive to is incentive-based and operates in two districts in the Free State, impacting over 400 schools. problem-solving, as can be seen from the broader insights The organisations have a shared vision to improve the education system in these districts and recorded and reported. conduct continuous monitoring and evaluation (M&E) to track performance. If the model is successful, government will be able to roll it out in other districts and provinces. ●● The Banking Association of South Africa’s (BASA) Teach Children to Save initiative is a financial literacy programme teaching children to save. The programme is a collaborative effort of the banking industry and broader financial sector with BASA playing the co-ordinating role. ach Trialogue CSI forum presents the opportunity to stay connected to The initiative also promotes volunteerism in the sector where professionals deliver one-hour current CSI thinking and practice in South Africa on both a regional and savings lessons to learners in grades 4 to 7. E national level. The discussions are designed to deal with issues pertinent ●● The Hollard Foundation has partnered with the Midvaal community to ensure that the rights of to corporate giving, and are hence confined to corporate participants. every child in the community are met. It is working with the non-profits and government in the However, attendees concur that sharing the forum findings with the greater CSI sector Supporting research and area to build capacity and strengthen collaboration and co-operation. and social development community will benefit all. ●● RCL Foods recognises that the communities in its areas of operations are an important part of advocacy●● Total cost in development per student are(per important cycle): ways+/- R72 for 000 CSI the success of its business. It works closely with local government identifying priority areas and The past four Trialogue CSI Forum topics covered: practitioners(excluding to Singita's facilitate partners with other organisations in the area to raise the necessary funds to roll out programmes systemic change. ●● November 2014 – Can CSI influence systemic change? in-kind cost). This that have scalable impact. includes all essential ●● February 2015 – How did companies score in the Trialogue CSI Reporting Research can uncover ●● National Education Collaboration Trust (NECT) is a partnership aimed at strengthening ineffectiveequipment, as well uniforms, as Barometer? quick take-outs co-operation among stakeholders – business, government and others in civil society – in leadinglaundry practice, facilities, which learning ●● June 2015 – Does achieving CSI impact require companies to influence if communicatedmaterials, ingredients, with order to drive resource mobilisation, programme design and implementation. This strategic

government practice? S CC: the numbers othermeals, developmental transport, collaboration contributes to achieving the education goals of the National Development Plan ●● August 2015 – Will the revised BBBEE Codes impact CSI approaches to skills stakeholdersaccommodation can influence (where and is working to improve the capacity of the state to deliver. development and education? effectiveneeded), delivery. and a monthly Advocacystipend canto encourage assist in Winning strategies holdinglearner stakeholders commitment. These topics are discussed in the sections below. ●● To achieve systems change, there needs to be a mindset shift from a short-term, project-driven accountable●● 45 learners for have delivery, andgraduated can play a since role 2007. approach to long-term interventions seeking societal change. Internal advocacy of CSI within Can CSI influence systemic change? in● ●inspiringCompany both expenditure the organisations is key to secure support for this approach and get past the competitive business implementingon the project agencies in and focus on short-term results. 2014/15: R600 000. Corporate involvement in advocacy programmes and development research, from a policy makers. ●● CSI practitioners are constrained by funding cycles, board cycles, and impact cycles. ●● Total company Advocacy and research funding and collaborative working perspective, can bring about social change. This expenditure on the Nevertheless it is important to make room for organic, developmental processes. can be expensive to fund forum explored the extent to which this type of involvement can promote systemic project to date: R2 ●● There is a need to work with other corporates and to collaborate more, as one organisation and without having sight 600 000 (approximate, change. What is meant by systemic change in the CSI context was unpacked and of direct outcomes, it may cannot achieve systemic impact alone. excluding value of presented as two case studies of initiatives in the education sector. One was an be difficult to justify the ●● Collaboration between all parties in the NPO, private and public sectors is ideal. Singita's in-kind support). international example (Northern Kentucky Education Council) and the other was South expenditure. ●● Partners and collaborators need to agree on common outcomes and these outcomes must be African (National Education Collaboration Trust). African Eyes Photography / Friends in Ireland specific and achievable. A common set of measurements should be in place.

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directive is necessary to ensure coherent CSI reporting at a group level. How did companies score in the Trialogue CSI ●● Companies are Reporting Barometer? taking CSI reporting ●● Transparent reporting is important. CSI practitioners are encouraged to share challenges and more seriously. lessons learnt. This is, to some degree, dependent on company culture, but also on the extent In 2014, Trialogue assessed 72 South African companies listed on the JSE’s 2013 SRI Index. Based on Compliance with to which the company has engaged with various projects. Less commitment to the project the latest company reporting on CSI and socio-economic development, none of the 72 companies King III requirements naturally limits the scope for detailed reporting. could explain why. in the sample scored ‘excellent’ for the overall quality of their CSI reporting, but 12 companies (17%) ●● Much of the in-depth reporting is now happening online and stakeholders need to be directed ●● Trialogue has achieved a ‘good’ rating. At the first CSI Forum of 2015, Trialogue presented these results alongside quick take-outs designed its own to both these detailed reports and the printed report. Social media is also becoming a popular our reporting barometer methodology and discussed what CSI reporting should cover and how to measurement communication channel for CSI. improve reporting on social investment. criteria based on the assessment of The challenges inherent in CSI reporting lead practice for Does achieving CSI impact require companies to reporting on non- influence government practice? Companies find it difficult to meet reporting requirements within the limited space allocated to CSI financial information. in their annual reports. This is compounded by the move to integrated reporting which calls for One of the most significant ways to scale the impact of a CSI programme is by working with, or increased brevity and a focus on issues material to the business. An understanding of the business influencing, government. CSI can play a highly influential role, for example, by investing in pilot rationale for CSI is key to building a case for materiality. projects or developing lead practice. Corporate social investment budgets are typically less than 1% The Trialogue CSI barometer rankings show that reporting on impact assessment is low (39%). of what government is spending on health and education, for instance, but CSI departments can This may be because companies are not measuring impact, or are struggling to do so. Reasons tap into other corporate resources, such as skills, processes, products and tools that can be used described at the forum include: to good effect. Deliberately aiming to influence government was the topic of the forum discussion, ●● It can be very challenging to measure and report on behaviour change. which was considered in detail. ●● CSI practitioners often struggle to identify suitable indicators for measuring impact. ●● Companies may not be willing to report on findings which are not positive. What are the barriers to corporates engaging with government on social ●● It is expensive to effectively measure impact and budgets don’t allow for this. Furthermore, development? short partnerships don’t warrant the expense involved in measuring impact. Most forum attendees agreed that engaging with government – particularly in key sectors, such as health and education – is critical. While outcomes can be achieved with individual CSI activity, Finding time to report is often not a priority of the CSI practitioner whose time is consumed by the long-term, sustainable, systemic change most likely requires companies to work with government. general running of the CSI programme. Reporting can be viewed as a compliance function, which A number of themes emerged in discussing the potential successes and failures of a working, should not be rushed through or handed over to the communications team, which isn’t adequately government-corporate relationship. These include: equipped to report meaningfully on the issues. ●● Time frame Limited space allocation in the company’s sustainability or integrated report also compromises Corporate social investment departments are constrained by boards that want to see the quality of CSI reporting. As a result, important aspects of the reporting barometer are not being immediate results. Projects tend to take longer when working with government and most covered each year. With limited space, it is more important to focus on the strategic rationale for companies need to show CSI results to auditors at least annually. CSI and the outcomes achieved. CSI practitioners could also motivate for larger, single CSI reports ●● Politics which could be located on the company website. CSI plays an important role in the business and CSI Company representatives felt more comfortable with the idea of supporting communities of reporting should be held to the same standards as other key business functions. practice and research, rather than taking more direct approaches that might be construed as political. Corporate approaches noted at the forum ●● Broken systems ●● SABMiller is required to conduct CSI reporting in order to renew its licence every year. Government policy is often honourable, but policy implementation is repeatedly hindered by It uses a global tool, the Sustainability Assessment Matrix (SAM) for reporting purposes. The systems that don’t serve, a lack of clear lines of accountability and shortfalls in capacity tool is internal to SABMiller and produces reports on the business performance against 10 to deliver. sustainable development priorities. SAB also reports on employee volunteering and in doing so ●● High staff turnover converts employee hours to rand value. This is evident in both CSI departments and government. A new entrant to, or key exit from, ●● MTN SA Foundation reports on objectives, internal and external strategic direction, measured a particular project or partnership can derail the hard work. results for projects, an understanding of its stakeholders, an understanding of the social and Case studies indicate economic value of doing CSI and stakeholder value creation. MTN programmes in other that a long-term Winning strategies countries are similarly required to report on their CSI activities. commitment is The following suggestions on how to navigate these challenges emerged: required to create ●● change when working Supplement over supplant Winning strategies with government. Aim to supplement government provision of services, not supplant it, and include an exit ●● Providing details on the business rationale for doing CSI helps show top management how It’s critical to strategy as part of your intervention. The goal should be to leave behind skills and tools that CSI will benefit the community and the business, as well as the alignment between business quick take-outs understand the can be used by government for years to come. and government goals. CSI practitioners have to show the benefits for reputation, stakeholder concept of supporting ●● Sign an MoU relations and new business development to demonstrate the value of CSI to management. government rather Define roles clearly and insist on drawing up and agreeing to a Memorandum of Understanding than trying to do the ●● Reporting can be used as a tool for informing future work. It provides an opportunity for CSI (MoU). Trialogue research has shown that although more than half of surveyed companies have government’s work. practitioners to refine and communicate the direction and focus of the programme/s. working partnerships with government, less than half of these have formal MoUs in place. A key Extensive stakeholder ●● Good reporting is critical to giving CSI a place of importance in the business. If reporting is not engagement will reason for this, say CSI managers, is that contracts take about 18 months to finalise. robust or strategic, the CSI function may be seen as peripheral to the core business. ensure large-scale ●● Extensive stakeholder engagement ●● For large conglomerates that have different business units pursuing different goals, it is buy-in. When working with government officials, the important part is to include all stakeholders. challenging to report on the mandate and goodwill of the CSI department. A central exco-led Engage with as many levels of government as possible: national, provincial and municipal.

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Often success comes down to identifying and maintaining a relationship with one specific ●● Discovery has partnered with the Umthombo Youth Development Foundation, to support dynamic individual or department. youth from rural areas to pursue a qualification in healthcare. Jointly with the City of ●● Create shared value Johannesburg (CoJ), Discovery is facilitating the implementation of the skills development Understand the value proposition for government, company and all stakeholders and seek a programme in Orange Farm. This is in support of the CoJ’s Jozi@Work Programme, which is solution that creates shared value for all. expected to create 40 000 new jobs by 2016. ●● Work from within ●● Sanlam’s Vacation Camp is a short business course offered to about 50 learners from different Corporates are sometimes unaware of the level of bureaucracy that officials, such as social universities. About 10 of the participating students are employed by Sanlam upon graduation. workers, face. It is important to first understand the systemic issues. You can’t work with Sanlam also offers consumer financial education. Thirty percent of spend on this initiative is government from the outside. You need to get involved and work from within. directed at communities, including unemployed people, and 70% at work sites, which are ●● Encourage collaboration often identified by Sanlam business. Sanlam also partners with a number of universities to train There is a disconnection between government departments. Work to connect the Department graduates to become financial advisers. of Health to the Department of Environmental Affairs, for instance. Often one government ●● Virgin Active’s Future Crew Programme, which initially donated gym equipment to schools, department is unwittingly holding up another. Linking those departments allows resources to be now also trains learners and members of under-resourced communities to become accredited shared. coaches through the Exercise Training Academy. Once qualified, they are either employed ●● Keep it relevant by schools or absorbed into the business. In terms of enterprise development, community Any work completed with government needs to align with government Key Performance members can train to become fully qualified dance instructors, and start their own income- Indicators (KPI). Match your work to these priorities or agree on alternative KPIs to be pursued. generating studio. ●● Provide training Work together in identifying problems and offer business skills as part of the solution. t Find out how Habitat for Winning strategies Humanity has revised ●● Move the goal posts its strategy to align with ●● Companies need to consider how close their skills development interventions are to their Ask the right questions to identify the real challenges and be flexible in your approach when government to build business objectives, and align these accordingly. thriving communities, addressing them. page 94 ●● CSI is ideally placed to consider skills for unemployed people which, if aligned with human resource requirements, can serve to create a future pipeline of staff/employees with skills in Will the revised BBBEE Codes impact CSI approaches to specific sectors. ●● Companies should review all education and skills development spend and assess each skills development and education? initiative to establish whether it could qualify as socio-economic development (SED), economic The Revised BBBEE Codes of Good Practice require companies to spend 6% of payroll on skills development (ED) or skills development. If a company is over-scoring on SED, for example, development in order to obtain the 20 points assigned to this element (there are also five bonus some of those initiatives might qualify to be re-categorised to secure scoring in another sector, points), compared with the previous 3% of payroll needed to obtain 15 points. The revised Codes such as skills development.  also allow for training and education of unemployed black persons, which many companies currently do through their CSI programmes. This Trialogue CSI Forum considered how the Codes might lead to a shift in the nature of corporate support and the manner in which contributions are internally categorised for skills development and education. Why have the Codes been revised? The South African Government spends 6% of GDP and over 20% of the national budget on education. Additionally, 49% (about R4 billion) of corporate social investment was spent on education in 2014. Skills development Despite considerable financial investment, significant challenges persist in the sector, including poor should be viewed as teaching capacity, infrastructure, and learner support and retention. a tool to fast track transformation by The country’s high rate of unemployment is another major challenge. Despite the creation of 1.1 bringing new entrants million jobs in South Africa since the economic crisis of 2008/9, unemployment continues to rise as into the economy. more people enter the working age group (15 to 65 years old). Unemployment stood at 26.4% in the Support for accredited first quarter of 2015, the highest level since 2003 when it was 30%. The revisions to the Codes place quick take-outs training programmes the emphasis on skills, not only for those already employed, but also for those making the transition for unemployed people to the workplace. can qualify as skills training or socio- Corporate approaches noted at the forum economic development (SED) in terms of the ●● Deutsche Bank supports Sparrow Schools, an organisation that equips young people from BBBEE Codes. disadvantaged homes, who have learning disabilities, with education and employable skills. Corporates can offer Corporates can partner with the schools to promote skills development, as well as to earn the learnerships at a requisite BBBEE points. Deutshe Bank has also partnered with the Tertiary School in Business reduced cost, as a Administration (TSiBA), to offer a nine-month Theory of Change Programme. The programme, portion of money spent can be claimed back which runs until February 2016, currently supports 25 non-profit organisations to think about from SETAs. alternative means of income-generation, while also providing students with workplace experience.

160 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 161 chapter four CHIPPING AWAY AT INEQUALITY Archway Foundation school halls tackle disadvantage

Recent changes to the compliance requirements of Broad-based Black Economic hey have been the inspiration for A survey was conducted among principals, Empowerment in the Revised Codes of Good Practice (RCoGP) have placed a poetry and have reawakened the teachers, schoolchildren and their parents greater level of responsibility on corporate South Africa to grow the country’s skills T dreams of children and their teachers. covering the then more than 30 Archway pool. The criteria set out under the Skills Development pillar of the RCoGP provide They were born out of schooldays when halls already handed over to Cape schools. It new opportunities for collaboration between corporates, NPOs and other social wishes didn’t often come true. revealed that the presence of a hall on the After 11 years, Garden Cities’ Archway school grounds had made an extraordinarily communities that, if harnessed properly, can cultivate and grow South Africa’s positive difference to the academic greatest resource, her people. Foundation school halls continue to chip away at the gigantic legacy of inequality in Western performance at the school, the levels of Cape education. self-esteem among the entire school body, Written by OLGA MESHOE, Director at Transcend Corporate Advisors including the surrounding community, and the After an assessment of educational disparity status of the school among potential pupils. back in 2003, John Matthews, the then John Matthews, Group CEO of Garden Cities newly-appointed CEO of the Western Cape’s Children’s attitude towards school and learning oldest residential development company, changed, and those who were polled all said Under the RCoGP, organisations with a turnover equal learnership, apprenticeship or internship, the Generic uncovered the gigantic shortfall of more than coming to school had become something to However, there are still around a million kids in to or greater than R50 million per annum (Generic Enterprise is eligible to receive bonus points. 700 school halls in the Western Cape, among look forward to. Creative energy was rekindled. the province going to schools without a hall. Enterprises) are required to focus their spend in the And the relatively few who have previously Skills development at work disadvantaged schools. They are still gathering in open quadrangles following three ways: made it into the mainstream of arts, culture Why he chose school halls as his mission, for assemblies, and hired halls for special 1. Spend up to 6% of their payroll on training black In implementing skills development strategies, and entertainment are predicted to become and that of his company’s CSI project, the occasions. South Africans (whether or not they are employed meaningful partnerships can be established between not- a flood. It shows in the academic results and Archway Foundation, could be partly ascribed No education system is perfect, but by the organisation). This amount must be spent for-profit companies and Generic Enterprises or QSEs in the achievements in cultural and artistic to personal experience. Matthews, who across black sub-groups, i.e. Africans, coloureds and who invest in skills development for unemployed persons. competition, sport and leadership. providing the basic necessities for a was driven to attain high levels of tertiary Indians in accordance with the Economically Active Accredited training programmes can be co-ordinated by holistic education is an unarguable qualification, didn’t have it easy. His schooling Population (EAP) targets published annually by the NPOs, who can provide the organisation with a pool of The effect of the halls on the children has necessity. Redressing decades of took place in conditions that were not Commission for Employment Equity. potential candidates for employment after they have been remarkable and there have been many neglect is a monumental task and privileged, and by no means equal. expressions of thanks over the years, but none 2. Spend up to 0.3% of their payroll on training black completed their learnership, apprenticeship or internship. more help is needed. The Archway more heartfelt than that of the little rhyme disabled South Africans (who are employed by the The organisation will receive bonus points if the person is He knows first hand, the searing summer Foundation calls on other corporations penned by a Cape Town pupil: organisation). employed. Furthermore, if the person is employed at a days and icy wet winters in which more than to assist with their CSI funds to level a million Cape children still today gather in Garden Cities, toe dit lyk of niemand luister 3. The value of the spend is fully recognised where the management level, an additional contribution will apply the opportunities for all South African the open for their schools’ assemblies, with na ons gepleit, het julle nie geskroom met die training is accredited with a body such as a Sector to the management control pillar of the RCoGP. children by providing one of the basic Education or Training Authority (SETA). Unaccredited NPOs may also be well positioned to absorb skills nowhere to express their creativity, or gather verwesenliking van ons droom! educational necessities. training is capped at 15% of the training amount. budgets by overseeing accredited training programmes for cultural expression. The Archway Foundation has so far, in its 11 and providing internship opportunities. In return, NPOs School halls are still not a hugely popular years, provided 60 halls for disadvantaged John Matthews would welcome Organisations with a turnover equal to or greater than could provide the organisation with services such as cause, simply because, unlike classrooms schools in the province at a cost totalling a call on 021 558 7181 R10 million, but less than R50 million per annum (qualifying transportation, mentorship, psychological assessment and laboratories they are widely not viewed over R206 million, made up primarily of its small enterprises or QSEs), are required to spend up to 3% and the provision of basic care, all of which the as being key to the task of educating young own funds and those of the WCED and other of their payroll on training black South Africans (whether or organisation would be able to claim points for under the minds. This is entirely untrue. corporate donors. www.gardencities.co.za not they are employed by the organisation). The principles skills development and socio-economic development set out in 2 and 3 above are also applicable to QSEs. pillars of the RCoGP Scorecard. In addition to spending money on training, the Current global economic conditions make it RCoGP require Generic Enterprises to sponsor challenging for companies to allocate 6% of payroll to learnership, apprenticeship and internship programmes training black South Africans, so a return on investment with an equivalent number of unemployed persons that is essential. Investment in skills for unemployed people represent at least 2.5% of the organisation’s total head in partnership with NPOs provides organisations with count, determined with reference to the EAP targets. multiple opportunities for optimising the RCoGP Should the Generic Enterprise secure employment for Scorecard while reaping benefits in the form of recruitment the unemployed person following completion of the or access to services.  skills development in the BBB EE Codes Why BBBEE? According to recent data from Statistics South Africa, 50% of South Africans live on just R16 a day; and more than 20 years post-democracy, the gap between the rich and the poor is growing. As government, business and civil society grapple with implementing the best solutions for addressing unemployment, it’s generally agreed that true economic freedom will come only when the opportunity to learn and cultivate a skill that can be used in the workplace is accessible to all South Africans.

The Garden Cities Archway Foundation Hall at Sullivan Primary School in Steenberg, one of the milestones in the now 60 halls built by the foundation. 162 The Trialogue CSI handbook 2015 Garden Cities Chapter four trends and topics in csi

popular as a fundraising mechanism. While the tools may be simple, running a good campaign is not. Daniel Shaw of Thundafund presented an overview of crowdfunding while Catherine Taylor of BackaBuddy took delegates through some of the campaigns she has run, sharing successes and failures. ●● Organisations are learning from their M&E: A debate Monitoring and evaluation is increasingly becoming a donor Making it requirement. Many NPOs are bringing the function in-house and making an investment in measuring the impact of their development work. Ramesh Chhagan from Exxaro and different at the Marianne Brittijn from CDRA asked: is all this increased activity in measurement actually feeding back into projects to improve them? Are we willing to drastically change our approach or Trialogue CSI even abandon projects, based on what we learn? Other breakaway sessions at the conference delved deeper into education by looking at issues such as addressing the maths and science deficit among learners and whether this should be Conference 2015 tackled at FET level or sooner. Examples of how resources can be successfully pooled to lobby for change were also brought to Trialogue hosted the eighth successful gathering of inspirational the table. Sonja Giese of Innovation Edge and Brian Liggett of CSI, sustainability and social development stakeholders at the ●● Tools for development – With the right tools, whether an Network Action Group showed how they brought about systems annual conference held in Johannesburg on 5 and 6 May 2015. The Trialogue CSI online database or an M&E framework, the job gets done reform at government level in the registration of early childhood These stakeholders were called upon to ‘make it different’ Conference 2016 will quicker and better. We debated and rated various tools. development centres. by focusing on creating change, embracing innovation and take place in May in ●● Financing and funding – Development initiatives are not the The education focus seen in Trialogue’s analysis of CSI Johannesburg. If you only area where innovation can happen. Organisations need budgets also came through in the Trialogue CSI Conference 2015 collaborating to learn from one another’s insights. Delegates would like to receive to look at new sources of funding and new models to attract plenary sessions. Madhav Chavan from Pratham spoke about the more information, were given the opportunity to rethink their roles in social it. We reviewed these. challenges of providing education to underprivileged children

save the date please send an email development and to establish new partnerships. to info@trialogue. ●● Working with communities – Ultimately development is in India and Garth Japhet, CEO of Heartlines and founder of co.za and we’ll add about people. This stream invited delegates to look at how the Soul City Institute, spoke about the role of storytelling in you to our mailing list. we mobilise and serve them. educating communities to effect social change. All in all, the Trialogue CSI Conference 2015 seemed to he Trialogue CSI Conference 2015 followed a similar format to previous years and, as Each individual stream comprised three sessions: a panel succeed in inspiring delegates to move towards making it always, showed strength in numbers: discussion, a case study and a debate making for 15 breakaway different, by going forward together. T ●● 451 delegates attended the conference. sessions in total over the two days. The sessions were tailored ●● 53 conference speakers provided specialist knowledge. around topics trending in the CSI space, as guided by Trialogue’s  See the Q&A with plenary speaker Garth Japhet, page 72 ●● 15 breakaway sessions were held across five concurrent content streams. extensive annual research. The value of the content was evident in ●● 27 exhibitors showcased relevant products and services. the depth of the ensuing collaborative discussions. All information Read the report backs The hard work of creating jobs ●● Delegates indicated that the conference was meeting or exceeding their expectations in the from the Trialogue generated at the Trialogue CSI Conference 2015 was collated Written by Kate Sidley following ways: CSI Conference 2015 and shared via Trialogue’s digital platforms: trialogue.co.za, ❍❍ 83% of delegates rated the conference as ‘worthwhile’ or ‘outstanding’ on trialogue.co.za, or @TrialogueSA and facebook.com/TrialogueConsulting. Business South Africa’s unemployment crisis calls for innovative solutions, resource ❍❍ The quality of the plenary speakers was perceived to be very strong, with an average of 90% visit Bdlive.com and Day newspaper also reported on some of the most pertinent CSI training and collaboration. of delegates rating their input as ‘beneficial’ or ‘very beneficial' search for articles matters that were raised. compiled by our The Awethu Project ❍❍ Delegates also firmly believed that they had valuable ‘opportunities to ask questions and speakers and writers: discuss lessons in development’ with 80% saying they found this ‘beneficial’ or Aunnie Patton, Nic Three sessions, in particular, proved popular and pointed to the Six years ago Themba Khumalo dropped out of high school ‘very beneficial. Spaull and Kate most pressing matters that CSI and development practitioners and started making hand-pressed bricks on an empty municipal ●● Over 24 000 interactions were recorded at the conference by the administrators of the Poken Sidley. are perusing. lot. He heard about the Awethu Project on the radio, joined the device, which delegates used to pick up information about sessions and exhibitors, as well as ●● Working with communities: Creating jobs, a panel discussion incubator, and was selected for its SME investment fund. At 23 exchange virtual business cards. When communities are asked what they most want, the years of age, Themba now employs 22 people and produces ●● Strong use of social media was noted during the Trialogue CSI conference 2015, with posts on response is overwhelmingly ‘jobs’. There are many ways to 13 000 bricks per day. Facebook reaching audiences of 3 000+ and gathering 100+ likes per post. approach this, ranging from connecting school-leavers with With unemployment in the second quarter of 2014 standing at work to supporting entrepreneurs. This session asked how 25.5%, or 5.2 million unemployed people, and a staggering 42% Delegates explored broad topics with a mandate to make it different. The five content streams were: funders could support projects that create sustainable jobs of people under the age of 30 unemployed, we need many more ●● Global trends – This was a focus on those big ideas that influence development across the and businesses that communities buy into. entrepreneurs like Themba. That’s the goal of entrepreneurial world. We explored how we can apply them in South Africa. ●● Success in crowdfunding: A case study development company Awethu. ●● Improving education – Almost all companies support education and almost half of CSI spend is Crowdfunding – collectively raising money and other resources “We want to make sure that these stories are not so rare. They directed to it. We looked at how we can get it right. via events and online platforms – is becoming increasingly are real and possible with our model,” said Gareth Taylor, who

164 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 165 Chapter four Making it different at the Trialogue CSI conference 2015 trends and topics in csi

aim is around staying in work, Jackie says. “If someone stays in Daniel Shaw has The website Other cause-related sites with some prominence in the SA It takes the same resources to invest a job for a year, they are likely to be employed for 85% of their been involved in the crowdsourcing.org market include ForGood which focuses on goods donations and in❛ someone who will create 10 jobs as working life. That changes the trajectory for the entire family.” birth of South African curates and hosts volunteerism, and GivenGain, an international site accessed by someone who will create one job. For crowdfunding from content specific to many corporates as part of their employee-giving programmes.  See more about unemployment among the youth, page 176 every angle. He is a resources crowdfunding success social impact, it is important to identify former employee of and strategy. You’ll also How can crowdfunding work for me? Open Africa Thundafund.com and find helpful articles those individuals who are going to go on a co-founder of Ripple. on crowdfunding Panellist Catherine Taylor works for BackaBuddy and has years to create a sustainable business that can What is clear from all the panellists is that job creation takes org.za. Catherine as a mechanism of experience assisting NPOs with various funding strategies. employ 20 or 30 people.” collaboration. The third panellist, Francois Viljoen of Open Africa, about the speakers Taylor heads up the for fundraising for “Include at least one or two elements of crowdfunding in your said that in the rural areas where they work, networks are, if BackaBuddy online charitable causes. fundraising strategy,” advised Taylor. “Work off events like the fundraising platform anything, even more important. Open Africa is a social enterprise Cape Cycle Tour that are already in existence and use them Gareth Taylor, Manager of Incubator, Awethu Project. and has assisted that establishes tourism routes, linking community-based tourism various NGOs with to create your own campaign by encouraging individuals to businesses, such as accommodation providers, tour guides and their fundraising fundraise for you. By increasing the amount of individual donors runs the Awethu incubator. Taylor was speaking on a panel at the artisans, into self-drive routes that are off the beaten track. The objectives. with your organisation, you can enhance sustainability.” recent Trialogue CSI Conference 2015, discussing models that 2 500 enterprises that participate, account for over 28 000 jobs. Shaw had some basic pointers for building a successful work to create jobs. Viljoen said: “Simply to be connected with peers and to crowdfunding campaign: “Do your research so that you can make Creating jobs via an incubator is a costly process, and learn from their successes and failures is critical. We provide a industry will more than double once again, on its way to raising informed choices as to which platform suits you. Ask questions selecting the entrepreneurs to work with is crucial. “It takes the platform for emerging entrepreneurs, established entrepreneurs, $34.4 billion for entrepreneurs, creatives and social causes. Most like: is it easy to put my campaign up? Is good support provided? same resources to invest in someone who will create 10 jobs municipalities and government to start working to the same goal. crowdfunding platforms operate off commission on the final And go through the payment process to check it is intuitive. Then as someone who will create one job. For social impact, it is Don’t underestimate people’s willingness to be involved. We amount crowdfunded. focus on making the experience as visual as possible for users.” important to identify those individuals who are going to go on to go to the private sector and say: we would like to bring a group create a sustainable business that can employ 20 or 30 people,” of emerging entrepreneurs with you on this journey, would you What kinds of crowdfunding exist? said Taylor. be prepared to be involved, to mentor others? The response is Panellist Daniel Shaw, Chief Operating Officer of the newly crowdfunding: a brief how-to Awethu has identified four main characteristics that they very positive.” launched Ripple platform in South Africa, described the most Appoint a driver – Someone in your organisation should be look for in their potential entrepreneurs: high learning potential, The three panellists commonly known crowdfunding types as rewards-based and dedicated to bringing in donors. willingness to learn, tenacity and ambition. described three very different Gareth Taylor, The equity-based crowdfunding. In rewards-based, the project creators Awethu Project Find a strong hook – Think creatively to get people to join the approaches, but each had pre-sell either the product being funded or project-related items, campaign, e.g. your organisation could collect entries on their Jackie Williams,  See Olga Meshoe’s piece on skills development in the revised lessons to share. “To create known as rewards, to funders as a pay-off for financial contributions. behalf, or provide goodie bags or prizes. BBBEE Codes, page 162 Harambee Youth jobs, we need to back and Employment Accelerator In equity-based crowdfunding, the funder buys into the company, Set targets – For both your overall campaigns and for the charity share successful models, receiving shares in exchange for the money pledged. champions involved. Harambee Youth Employment on this panel Francois Viljoen, Open particularly those that can Africa However, lending-based (or debt-based) crowdfunding now Make the ‘ask’ as tangible as possible – Be clear about what it Finding the right person for the right industry is also key to be scaled,” said Viljoen in dominates the industry; in 2014, it raised $11.1 billion dollars. costs per beneficiary to your project, for example. This motivates Harambee Youth Employment Accelerator, an employer-led conclusion. Other forms of crowdfunding exist. For the NPO sector, the most champions and backers to reach the target. initiative connecting first-time job seekers with job opportunities. relevant of these is charity crowdfunding, where individuals play a Be relentless about the marketing – Contact the event organisers “We start with the client’s needs, where the demand is. We bring donor role to assist social projects. In 2014, social causes earned about pushing the cause and so on. young people in for an assessment, match them with the right Diversifying NPO income streams $3.06 billion globally. Develop touch points – Aim to keep people engaged. industry, and then help them to bridge to those skills,” said Chief Operating Officer Jackie Williams, who was also on the panel. with crowdfunding Does crowdfunding work in the South African In the bridging programme, there is a lot of emphasis Written by Denise Archer context? Are organisations learning from on behavioural issues like punctuality where young people Crowdfunding provides a valuable alternative to traditional “Crowdfunding isn’t new in South Africa,” explained Shaw. “The often struggle. “The attitude is often the issue with entry- funding approaches. So how can NPOs harness this method to original crowdfunding here is the ‘stokvel’, where groups of people their M&E? level employment in South Africa. There’s also a big mismatch support their work? Two panellists discussed crowdfunding in the pay into a joint savings scheme.” Nowadays there are a number Written by Denise Archer between how young people view work, and what is actually non-profit sector. of South African-based crowdfunding platforms available, but the Monitoring and evaluation is increasingly becoming a donor available to them. We get them to understand that they need to most popular for entrepreneurs and creatives at present appears requirement, with many NPOs investing in measuring the impact be connected to the economy, to build their own networks and What is crowdfunding? to be Thundafund. Launched in 2012, it has risen to prominence of their development work. Yet is this increased activity feeding CVs. There’s dignity and potential in working as a cashier.” Crowdfunding, simply put, is fundraising achieved through in the last two years, now boasting 4 888 supporters who have back into projects to improve them? This question was debated Harambee works with young people from rural areas receiving small amounts of money from a large number of raised a total of over R4 million for 117 successful projects. Ripple from all angles. and townships who have a matric. It is extremely difficult for individuals. While this concept has been around for a lot longer, is Thundafund’s new sister site, aimed specifically at causes and Although over 80% of corporates and NPOs claim to be impoverished young people to search for a job, let alone land with the help of the internet, crowdfunding platforms have taken social activism. “Ripple is purely donations-based and you can do measuring project performance and impact, according to one. The majority of jobs are filled by people who know people, off over the past 15 years. They are now a viable way for just about this either through crowdfunding or crowdsourcing, which means Trialogue’s CSI research in 2014, the question remains as to and impoverished youth have no networks to call on. “Poor anyone to raise funds in a relatively short time. donations of time or resources,” said Shaw. what they are doing with this knowledge. Ramesh Chhagan people can’t afford to job search, “said Williams. “Without cash Statistics show that globally the practice has grown Another cause-based crowdfunding site highlighted by Shaw from Exxaro argued that organisations are learning from their for transport or internet access it is virtually impossible to find a exponentially over the past five years, and continues to do is the BackaBuddy platform. This site operates slightly differently M&E, while Marianne Brittijn (Community Development Resource job. As a result, poor people are locked out of the job market and so. According to Massolution’s 2015CF: Crowdfunding Industry in that it provides “charity champions” with a platform to fundraise Association – CDRA) took the stance that organisations are not. risk being long-term unemployed. We aim to break that cycle.” Report, global crowdfunding saw accelerated growth in 2014; it for the cause of their choice, usually by taking up challenges such Ramesh’s experience with social and labour plans at Exxaro They have placed 12 000 young people in the formal economy expanded by an impressive 167% reaching $16.2 billion raised, as a sporting event for the cause. BackaBuddy has helped raise has shown him that efforts driven by compliance don’t necessarily and plan to place 10 000 a year from now onwards. But the main up from $6.1 billion in 2013. In 2015, the report predicts that the over R21 million in the past four years. breed trust or a social licence to operate within the communities

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Magwaza Maphalala We have adopted a strategic outcomes-based Foundation ❛approach to M&E. For us, it’s about impact, not just whether objectives are being met.” The Magwaza Maphalala Foundation in Bergville Ramesh Chhagan, Group Manager Community Development and SHEC Sustainability, Exxaro. was formed in 2014 to assist the uThekela District community with taking advantage of the economic

However, Brittijn has found that most NPOs don’t plan M&E opportunities presented by local tourism. Ramesh Chhagan has over 20 years’ experience in the into their interventions, and therefore aren’t effectively able to fields of community development, management training, About the area and development and sustainability management. He is understand whether they are on track to achieve their objectives. responsible for providing strategic and policy direction in Those that do plan for M&E usually don’t include this in their Bergville is a small town, a stone’s throw from the Drakensberg and community development. Marianne Brittijn is experienced budget, with the result that resources for related activities are Woodstock dams, halfway between Johannesburg and Durban in designing monitoring and evaluation frameworks and slim and M&E remains neglected. A further issue is that baseline on the scenic R74. Known as the gateway to the Drakensberg systems, strengthening reflection and learning cultures measurements are rarely undertaken with the result that, even area, tourism is an important industry as it provides work for the in organisations and conducting developmental external locals. There are a number of resorts, lodges, self-catering cottages evaluations. when M&E is done, there is no data to compare findings against.

about the speakers When organisations do collect data, they often don’t take the and B&Bs in the surrounding area, and good carp fishing spots time to analyse and reflect on the findings. around the dams. The current beneficiary area is Uthukela District surrounding Exxaro’s operations. As a result, Exxaro has shifted Brittijn asserted that it is crucial for organisations to be able to Municipality. away from compliance towards a shared-value approach by illustrate change in order to remain accountable. By continually viewing these communities as development partners rather than “asking hard questions” organisations can learn from their failures Plans for the future beneficiaries. As such, they seek the common ground between and successes. The Foundation’s fundraising team intends to host an annual, community needs and business objectives. This approach When the audience was asked how many tracked outcomes local art exhibition and jazz festival targeted at visitors to the area. has stimulated the need for extensive M&E at Exxaro. “We indicators, most of the room responded positively. However, when This exhibition will showcase the various crafters and artists from have adopted a strategic outcomes-based approach to M&E. asked how many had a budget for M&E, very few responded the community. The funds raised from this event will go towards For us, it’s about impact, not just whether objectives are being positively. How this discrepancy impacted on M&E results and building a youth centre, which will sustain the Foundation’s met,” said Chhagan. efficacy was unfortunately not unpacked due to lack of time, and objective of being a self-funded entity. Exxaro has chosen the Social Return On Investment (SROI) remains a question worth persuing.  Other beneficiaries earmarked for these two events are 600 methodology. Ramesh describes it as a comprehensive approach learners from schools around the district. School uniforms will as it includes a theory of change and a translation of change be donated to the learners. Additional proceeds will go towards into rand value. While comments from the audience indicated Conference winners the Magwaza Maphalala Foundation’s bursary programme. This scepticism about this methodology in effectively measuring social Congratulations to the Mogwase Maphalala Foundation for programme aims to provide academically deserving matriculants change, Chhagan’s response was that the conversion of the social winning the lucky draw prize at the Trialogue CSI Conference 2015 with the financial support required to register at a university of their impact into rands and cents allows corporates to convince their of a free full-page advertisement in this edition of the Trialogue CSI Handbook. Their conference representative, Sipho Ndaba, secured choice. boards that they are valid. “If you’re looking at CSI budgets, SIPHO NDABA the prize on their behalf. Teboho Nkoane of Girls and Boys Town The Foundation has three main focus areas: youth development, these are limited. If you can sell the value through using SROI, SA also walked away with a second lucky draw prize of an iPad. Chairperson you could unlock a wider pool of money from human resources, [email protected] tourism, and art and culture. The youth centre will provide a much- 078 901 9997 labour resources, etc.” needed hub for youth to generate ideas, develop their skills and THAMI SIBIYA empower them, in line with the government’s priorities of rural According to Chhagan, M&E processes have improved Secretary development. Exxaro’s CSI planning and management decisions, helping ontact [email protected] them to focus on shared value and sustainability by facilitating C 076 651 8960 www.magwazamaphalalafoundation.com meaningful conversations with the projects they support. Marianne Brittijn joined the conversation with a different perspective gained through her experiences in capacity building and organisational development of NPOs. “A lot of NPOs feel like M&E is a waste of time and interferes with what they are really there to do,” explained Brittijn. “So it’s vital to demystify M&E by showing how vital it is to organisational practice.” She described M&E as more than a tool; and that it should form an aspect of almost every activity as a way of measuring, reflecting and learning. In this way, it pushes the organisation forward by continuously improving practice.

168 The Trialogue CSI handbook 2015 youth focus fafa Valley (Woza Moya) (Woza Development in the U fafa Valley African Eyes Photography / Youth

Chapter five

170 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 171 Chapter five youth focus

Determined to make ends meet Jeanette* (22) and Judy* (17), Koffiefontein, Free State Aged 22 and 17, Jeanette and Judy have fended for themselves for the past two years, since their mother – a single parent – died of tuberculosis. More than the financial stresses of having to fend for themselves, the young women long for their mother’s guidance and nurturing. “I matriculated in 2012, and Judy will matriculate this year. It doesn’t matter how tough things get for us, it is extremely important that my sister finishes school, just like I did,” says Jeanette. The young women receive some The government financial support from their uncle, who works as a miner, grant❛ we receive and while every cent counts, their uncle has a large family for my sister is very to support and there isn’t much money to go around. important to us. We “My uncle sends us R500 every second month, so Spotlight on get R330 a month.” the government grant we receive for my sister is very important to us. We get R330 a month, and I earn about R1 500 a month from working in a hair salon and cleaning Jeanette* the youth people’s houses. We live in the backyard of one of the families whose homes I clean. We pay R500 rent a month, and try very hard not to use public Since the advent of democracy, the South African transport, but that can be difficult, especially in winter. I think our meals cost about R25 a day, but youth of the 1970s has been celebrated for its pivotal sometimes we get meals from our neighbours. contribution to the struggle for liberation. This is ”I’m trying to save as much money as possible, so that when Judy has completed school, we can move to a big city and find decent employment. I’d like to move to Joburg, but Judy loves in stark contrast to the current ticking time bomb Cape Town. I think we can both be waitresses while we study part-time for the jobs that we really type rhetoric about South Africa’s ‘poorly educated’, want to have.” ‘unemployed’ and ‘undisciplined’ youth. Today’s youth * Pseudonyms used to protect privacy. may not have to fight for democratic liberation, but its task of overcoming socio-economic inequality is no Child support grants less burdensome. ●● At R330 per month, the child support grant is the lowest of all social grants. ●● In 2015, the child support grant increased by R10 – the lowest increase it had ever received. It increased by R20 in the previous two years. ●● In order to qualify for the child support grant, the child’s primary caregiver cannot earn more than R39 600 per year if they are single, or have a combined income of R79 200 if the primary caregiver is married. n April 2015, a group of students at the University of Cape Town, ●● Government intends to extend the child support grant beyond the age of 18 for children who remain in advocating for meaningful transformation in academia, called for the school after they turn 18. I removal of the Cecil John Rhodes statue from their campus, arguing Sources: National Development Agency and South African Government (www.gov.za) that it was a symbol of brutal colonialism and unfettered capitalism. While inspiring a controversial, yet crucial, international dialogue, this movement, United Nations, the which has rapidly intensified (at the time of going to print, the #FeesMustFall Living in poverty significantly impacts young Development Bank of Southern movement was sweeping the country), is a reminder of the collective energy and Africa and Statistics South people’s lives, including compromising their Of the 77 822 people below the age of 35 potential impact that the youth wield. Africa: access to quality education and healthcare. A who died in 2013: Youth can play a key role in driving positive social change and growing the 15 to 24 years old 2009 Human Sciences Research Council study ●● 10 962 died from tuberculosis ●● economy, but unless South Africa adequately equips its ‘demographic dividend’ found that teenage pregnancy and youth HIV- 7 890 from HIV The African Youth Charter: ●● 4 400 from ‘other viral diseases’ youth defined to reach and effectively channel that potential, two-thirds of our population (youths 15 to 35 years old infection rates in South Africa are similarly rooted ●● 3 603 from influenza and pneumonia. below the age of 35, according to Statistics South Africa’s 2014 census) will prove a The South African National in socio-economic issues, which include few detriment, rather than our greatest asset. Youth Commission Act and opportunities for open communication about White South African youth has the highest the National Youth Policy sex with parents and partners, limited access medical aid coverage at 73.4%, and the Youth in poverty face greater threats to 2015–2020: to health services, and social stigma around fewest deaths, compared with coloured 14 to 35 years old prevention mechanisms. youth at 18.7% coverage. Black youth have 8.8% coverage and a five times greater wellbeing Extended national and Organisations such as loveLife serve the mortality rate than white youth. continental definitions of youth In early 2015, Statistics South Africa reported the updated national and provincial important role of advocating for more robust and mortality rate healthcare poverty lines, based on the cost-of-basic-needs approach, which calculates the intend to help ensure that more school-based education on the prevention of Source: Statistics South Africa Report on young people are supported to Morbidity and Mortality Rates, 2013 minimum amount of money needed to survive in South Africa. The rebased overcome historical imbalances, HIV/Aids and teenage pregnancy, to equip poverty line, which increased from R620 to R779 per person, per month, resulted in order to increase their socio- young people to make more informed and in a substantial increase in the estimates for overall poverty in South Africa – from economic participation. responsible choices. 45.5% to 53.8% of the population, or 27 million people.

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Positive about prevention Education and employment disrupt the cycle of poverty Nkosana Prince Mokoena, 23, Orange Farm, Gauteng Despite receiving R265.7 billion of the national budget (government’s biggest spend in 2015), “After my mom died, when I was five years old, I moved from Hillbrow to Orange Farm to live challenges within the education sector – including teaching capacity, poor infrastructure and learner with my aunt. In 2001, I was adopted by a family in Norwood, a suburb north of Johannesburg, support and retention – continue to demand urgent and strategic attention. and they helped fund my education until 2010. ”My biological father died of Aids in 2011, my aunt and cousin also passed away from the disease A comparison of the and my little brother is HIV positive. I am HIV negative 532 860 learners who wrote and passionate about spreading the message of the nal matric exams in prevention. From 2012 to 2014, I worked for an 2014, with the 1 085 570 learners enrolled in grade 2 in HIV/Aids and TB-prevention NGO which targeted 2004, reveals a 50% dropout residents from Hillbrow, Yeoville, Jeppestown and rate for the class of 2014. the Johannesburg CBD. During that time, I also In light of this astounding worked with the Sonke Gender Justice Network on gure, Equal Education their One Man Can, MenEngage and Brothers for argues that the 75.8% Life – Not in My Name campaigns. national pass rate, when analysed in context, is in fact ”I believe that we need more young men closer to a 36.4% pass rate. helping in the education of HIV/Aids prevention, because we are responsible for what happens in our communities. When we stand up for the social ills we experience, only then can they When we stand Creative education creates a pathway to employment be eradicated. up❛ for the social ills Margret Maitse Molope, 21, Thabakgone, Limpopo ”I recently joined loveLife, South Africa’s national we experience, only Since 2012, schools in Limpopo have made news headlines for youth leadership development organisation, as then can they be not receiving textbooks and, more recently in Malamulele, for one of 1 284 loveLife groundBREAKERs. These not being able to even open their doors due to the mayhem peer motivators and community mobilisers eradicated.” caused by service delivery protests in the area. However, the work across the country to implement loveLife’s province is home to bright young people who are eager for comprehensive, healthy sexuality, positive lifestyle Nkosana Prince Mokoena the opportunity to explore their passions and develop their and skills development programmes to young skills. Twenty-one-year-old Margret is one of these young people. I enjoy being a loveLife groundBREAKER as I get to interact with young people people who, with continued support, has pushed beyond the of different races and cultures and spread good messages to them. It also gives me the constraints of her social circumstances. opportunity to strengthen my facilitation, public speaking and leadership skills. I'm pursuing a Margret was born and raised in Thabakgone, a village in professional qualification in corporate governance with the Institute of Chartered Secretaries the Mamabolo rural area of Limpopo, where she still lives with Southern Africa.” her mother, four sisters, and seven nieces and nephews, in a home that is financially strained and crowded, but is rarely without laughter and music. While the schools that Margret HIV and Aids attended were under-resourced, what she remembers far more profoundly are some of the remarkable teachers who helped guide and support her. ●● South Africa has 0.7% of the world's population but accounts for 17% of global HIV infections, and carries a quarter of sub-Saharan Africa's total burden of HIV. When Margret was in grade 6, the Limpopo Youth Orchestra (LYO) began offering music ●● 45% of new infections are among 15 to 24 year olds. lessons at her school. Margret learnt to play the recorder and violin, and has remained part of ●● There has, however, been a decrease in infection rates among 15 to 24 year olds. the LYO. Today, she shares her love of music with grade 2 and 3 learners as a teacher with the ●● HIV prevalence peaks amongst 25 to 29 year old women. orchestra. Margaret has also performed in Ireland and Senegal and, with support from LYO, Source: loveLife, Status of the Epidemic intends to study music at university in 2016.

Source: Statistics South Africa Report on Morbidity and Mortality Rates, 2013 Higher and tertiary education

Substance abuse is another major threat which may impact people from all socio-economic ●● Under the South African Schools Act, education is compulsory only up to the age of 15 or until the backgrounds, but is often more prevalent for youth who live in poverty. While statistics about the completion of grade 9 – whichever comes first. use of alcohol and drugs among young people are widely inconsistent, the South African National ●● In 2011, the Department of Basic Education reported that 60% of youth who left grade 9 did not attain any further qualifications. Council of Alcoholism and Drug Dependence (SANCA) reports that children as young as 10 years ●● University entrants constitute the top 18% of high school graduates but, according to the Council of are experimenting with cigarettes, alcohol and dagga, and that many do so to escape harsh realities. Higher Education (CHE), in 2013 more than half of these students dropped out during their first year. Various studies also associate sexual harassment and violent crimes with substance abuse. ●● The CHE reported that, in 2011, black students comprised 81% of the total enrolled student body As with sex education, widely accessible information about the risks of substance abuse is crucial. of 938 200, and women made up 58%. However, only 14% of the black and 14% of the coloured However, education should be a component of holistic social interventions, which include providing university-aged population were enrolled, in contrast to 57% white and 47% Indian enrolments. youth with constructive and regular alternatives to harmful practices. Sources: Department of Basic Education and Council of Higher Education

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The ‘demographic dividend’ concept, which regularly dominates debates about youth in South The business of youth development Africa, can be realised only if a population constitutes more people of working age (15 to 64 years old in South Africa) than non-working age, and the relevant group is broadly employed. Low quality education and high rates of unemployment trap youth in poverty. This strained socio- While the population breakdown is favourable, South Africa continues to grapple with effectively economic environment is not only a current burden to the growth of the economy, but compromises accommodating and converting its youth bulge into an asset for economic growth. Despite the the overall capacity of the workforce that will drive South African business into the future. creation of 1.1 million jobs in South Africa since the global recession of 2008/9, unemployment Realising a socio-economic environment in which young people can thrive requires a holistic continues to rise as more people enter working age. and strategic multi-stakeholder approach, of which business is a key component. While the biggest percentage of corporate social investment goes to education, partnerships are crucial to ensure successful CSI initiatives. Whether these partnerships are with non-profit organisations, government In 2014, of the nearly 20 million people below 35 years old: or communities, business has key insights to share, including private sector approaches to strategic planning and ensuring efficiency. Compliance targets for skills development in the revised BBBEE Codes Broad-based Black Economic Empowerment (BBBEE) is defined by the Department of Trade and Industry as “an integrated and coherent socio-economic process that directly contributes to the economic transformation of South Africa and brings about significant increases in the numbers of 9.8 million not economically active 6.2 million employed 3.6 million unemployed black people who manage, own and control the country’s economy, as well as significant decreases in income inequalities”. Source: Statistics South Africa Government’s further prioritisation of skills development in the recently amended BBBEE Codes is a significant way for business to impact youth development in South Africa. The Codes now require companies to spend 6% of payroll in order to obtain the 20 points assigned to this element (there Hard work ahead are also five bonus points), compared with the previous 3% of payroll needed to obtain 15 points. Makkie*, 27, Hanover Park, Western Cape The compliance targets for skills development under the new Codes also require specific spend on Makkie loved maths and hoped to study engineering or accounting after he matriculated unemployed black people, which means that black staff will not be the only ones to benefit from in 2005. He intended to spend the year after he matriculated doing manual labour to save these amendments. enough money for his tertiary education, but one year of odd jobs has turned into 10. He It is necessary for business to adopt a comprehensive BBBEE plan to respond more deliberately lives in Hanover Park, an area on the outskirts of Cape Town that is infamous for high rates to the significant challenges that many historically disadvantaged youth have to overcome before See the page on skills u of gangsterism and drugs. Makkie was raised by a strong mother, a nurturing but ailing development in the BBBEE even entering tertiary education, let alone the workplace. This should include the development of grandmother, and has one younger brother. Revised Codes of Good essential, but often overlooked, ‘softer’ skills to equip beneficiaries to cope with developmental Practice, page 160 “Everybody used to tell me that if I want to improve my life I must just work hard at school. I’ve been sitting programme requirements. I’ve been sitting with my matric certificate for 10 years but I still can’t find a proper job. It’s with❛ my matric Empowering youth with both quality education and skills development that lead to sustainable embarrassing for me. My mother must work so hard. She must leave early in the morning, employment can help to break the cycle of socio-economic disenfranchisement and is crucial for the before it’s light, and she gets home in the dark every night. I want to provide for my family and certificate for 10 overall development of a country. While implementation can be daunting, if companies are strategic help bring my community out of poverty, but I can’t even help myself. I just need a good job years but I still can’t in their approaches, BBBEE can drive meaningful transformation in the economy, by ultimately that I can go to every day. I will work my hardest and I will be reliable if I get an opportunity, but find a proper job.” changing the skills profile of today’s youth and tomorrow’s leaders.  because I don’t have any experience, or contacts in the business world, the only thing I can do is odd jobs, and that’s not a reliable income. I’m very worried about our future. The days drag Makkie* if you have no structure and nowhere really to go. That’s part of the reason why my friends join gangs – because it’s one of the only ways to make money in this area.” Makkie has started his own small business, painting and doing basic home repairs. While he hasn’t made much of a profit yet, he remains positive. “People can say what they want to about this community and how messed up it is, but there are a lot of really good people here who also support each other. If I make it one day, I think I’ll appreciate the hard times I experienced, because it will make me more grateful for what I achieve.” * Pseudonym used to protect privacy.

South Africa’s youth unemployment in a global context

●● 52% of 15 to 24 year olds are unemployed. That’s more than four times the rate in sub-Saharan Africa. ●● 73.4 million youth globally and 1.38 million youth nationally are unemployed. This means that South Africa accounts for 1.9% of global youth unemployment. ●● In 2014, 39.4% of black, 35.3% of coloured, 15.7% of Indian/Asian and 9.6% of white South African youth were discouraged work-seekers. ●● In 2012, 32% of children lived in households where no adult was employed. Source: International Labour Organisation, World Employment and Social Outlook report 2015, and Statistics South Africa

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2006 2012 The African Youth Charter, which is aligned The National Development Plan (NDP) is based on with the efforts of the African Union, serves as a the view that South Africa has an urbanising, youthful Youth strategic framework that gives direction to youth population, which presents an opportunity to increase empowerment and development at continental, employment and boost economic growth. It offers regional and national levels. Consistent with the a long-term perspective for eliminating poverty and South African Constitution, and in line with the reducing inequality by 2030. The NDP has adopted a socio-economic programmes being implemented ‘youth lens’ in its proposals, which include: interventions or worked towards nationally, South Africa has • Increasing the number of students who achieve ratified the Charter, which prioritises education, above 50% in literacy and mathematics, improving Local skills and competence development, employment learner retention rates to 90% and bolstering key interventions and sustainable livelihoods, youth leadership and teacher training. participation, health and welfare, peace and over time • Strengthening and expanding the number of FET over time security, environmental protection, and cultural colleges to increase the participation rate by 25%. and moral values. • Increasing the FET graduation rate to 75%. • Providing full funding assistance, which covers An overview of the rollout of national, continental and Influences tuition, books, accommodation and a living international policies influencing youth development in from beyond allowance to financially disadvantaged students. South Africa over the last two decades. our borders 2007 • Expanding learnerships and making training Cabinet approves the first 2007/8 Industrial Policy vouchers directly available to job seekers. Action Plan, which acknowledges the importance of • Formalising a graduate recruitment scheme for the prioritising youth in job creation and strengthening public service to attract highly skilled people. entrepreneurship. • Expanding the role of state-owned enterprises in training artisans and technical professionals. 1994 2000 The White Paper on Reconstruction and Millennium Development Goals, developed by world 2008 Development commits the government to ensuring leaders at the turn of the new millennium come into 2013 that suitable programmes aimed at young people effect. There are eight goals which seek to eradicate The National Youth Development Agency (NYDA) The Revised BBBEE Codes of Good Practice are established to ensure redress of backlogs in poverty and hunger, achieve universal primary is established to address youth development issues prioritise skills development and emphasise the education and training, job creation and recreation. education, reduce child mortality, and improve at national, provincial and local government levels. training and education of unemployed young maternal health by 2015. NYDA plays a leading role in ensuring that all major stakeholders, including government, private sector black persons. and civil society, prioritise youth development. The Department of Trade and Industry’s Youth Individual or micro-level programmes provide Enterprise Development Strategy responds to the 1995 direct services to youth in the form of information New Growth Path call for the state to provide bold, The United Nations strengthens its commitment to provision, career guidance services, mentorship, imaginative and effective strategies to address youth young people by adopting the World Programme 2003 skills development and training, entrepreneurial unemployment, through the creation of millions of of Action for Youth (WPAY) to the Year 2000 Government‘s Broad-Based Black Economic development and support, health awareness new jobs. Through this strategy, government intends and Beyond. This international strategy aims to Empowerment Act mandates all spheres of programmes and involvement in sport. to enhance youth entrepreneurship, accelerate the address challenges facing youth at the turn of the government and the private sector to: growth of youth-owned and -managed enterprises millennium by strengthening capacity and increasing • Promote the constitutional right to equality capable of contributing to the gross domestic the quality and quantity of opportunities available • Increase broad-based and effective participation of 2009 product (GDP) growth rate, and increase youth to youth, to ensure full, effective and constructive black people in the economy self-employment and innovation. The African Union declares 2009 to 2018 a 'Decade of participation in society. Today, WPAY identifies • Increase employment and more equitable income Youth Development' on the continent. 15 priority areas, including poverty and hunger, distribution education, employment, globalisation, health, girls • Establish a national policy on broad-based black and young women, HIV/Aids, drug abuse, juvenile economic empowerment 2015 delinquency, youth in armed conflict, participation • Protect the common market 2010 The National Youth Policy (NYP) focuses on in decision-making, information and communication • Promote equal opportunity and access to South Africa’s New Growth Path is introduced, redressing the inequities of the past and addressing technology, youth and the environment, leisure and government services. positioning education, skills development, enterprise the specific challenges and immediate needs of intergenerational issues. development and Broad-based Black Economic the country’s youth. The NYP is built on the belief Empowerment as the focus areas directly related to that South Africa has the potential and capacity to improving economic participation. eliminate poverty and reduce inequality over the next two decades. It seeks to create a socially and 1996 economically inclusive society in which people are The Constitution of the Republic of South Africa, active champions of their own development, and through the entrenchment of specific rights, 2011 are supported by an effective government. For the responsibilities and principles that all people in The National Skills Accord and The Youth goals of the NYP to be realised, government must the country must uphold, lays the foundation for a Employment Accord (2013), signed by business, partner with all sections of society, including the prosperous, democratic, non-sexist, non-racist and 2005 government, labour, civil society and non- private sector. equal society, in which the youth is economically governmental organisations, aim to improve youth empowered. The Bill of Rights enshrines the rights of The Commonwealth Youth Charter provides parameters for the development of youth policies in capacitation and placement in jobs, and to make all people, including the youth, and affirms the values the economy sensitive to the employment needs of of human dignity, equality and freedom. all relevant countries, and aims to empower young people to develop their creativity, skills and potential young people. as productive and dynamic members of society. The Integrated Youth Development Strategy for The Charter emphasises the importance of the South Africa is an implementation framework that assists the National Youth Development Agency to Sources: Integrated Youth Development Strategy full participation of young people at every level of for South Africa, www.nyda.gov.za, National Youth 1997 decision-making and development. It identifies the rally all key governmental and non-governmental Policy 2015–2020, National Development Plan 2030 The White Paper for Social Welfare is the first following principles and values for youth development: stakeholders towards the successful ”initiation, Executive Summary, Youth Enterprise Development government policy document to articulate the need gender equality, inclusivity, empowerment and social designing, co-ordination, evaluation and monitoring sources Strategy 2013–2023, The African Youth Charter to professionalise youth development work. equity, human rights, sustainability and integration or of all programmes aimed at integrating the youth into (2006), The Millennium Development Goals Report mainstreaming of youth issues across all levels the economy and society in general’’. 2015, Guide to the Implementation of the World of government. Programme of Action for Youth.

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How does Go for Gold work? like-minded members who want to make Go for Gold is a four-phase programme an impact beyond their own companies. designed to draw disadvantaged students Each member contributes a lot of time, into a career in construction and to experience and advice and we talk about break down barriers to education and problems. The board holds a strategic employment. planning session once a year. • Phase one involves schooling. We We constantly explore the potential provide extra maths, science and IT for new partnerships, for example, tuition alongside life skills coaching and with other NPOs that could assist with mentoring to grade 11 and 12 students. feeding, transporting and tutoring Go for • Phase two is an internship year. We give Gold students. We meet regularly with the students we’ve supported through teachers and partner with the provincial school the opportunity to work in a departments of education in the Western construction company. It’s a good year Cape and Gauteng. for growing up and deciding on a We monitor the performance and career path. Partnering progress of students closely and are not • Phase three is tertiary education. Our afraid to admit when things aren’t working. students do extremely well because with industry We have a strong learning and improving they’ve been exposed to the practical for impact ethos and regularly tweak the programme aspects of their theoretical studies where necessary. during their gap year. How are challenges that affect the • Phase four is employment. We place performance of beneficiaries tackled? the Go for Gold alumni back into the Go for Gold is a youth The success of our programme can largely industry and they become mentors for education and employment be attributed to a strong focus on life skills. the new students entering phase one. initiative founded on a We acknowledge that our students come collaboration between from severely disadvantaged backgrounds Over 600 learners have been admitted to construction businesses, and we offer a lot of support. Students are the programme since 1999. Of this, just mentored, coached and encouraged to over 400 are either still on the programme government and civil society. address past problems to enhance their or have graduated. A total of 121 Go for The organisation addresses coping skills. The mentors are Go for Gold Gold graduates have gone through all four a skills deficit in the industry staff, specialised in this field, and senior phases of the programme and the majority by educating and supporting programme participants who are equipped are employed by a partner company. learners from FET level with the appropriate skills and level of What is the benefit of collaborating through to tertiary education personal growth. Go for Gold students with industry partners? and finally employment. Go also support each other on campus and in Go for Gold was born of a collective desire for Gold Chairperson, Marlene the workplace. to tackle youth unemployment and the Cronje, cites two main reasons What advice can you share with fact that there are too few candidates with for their success: partnership corporates in other industries looking to the right skills available to the industry. and mentorship. establish a similar co-operative? By working together, we can scale our Long-term financial support to set up and initiatives and provide more opportunities sustain the programme is critical, but it for students to learn and become qualified, requires more than that. There needs to which in turn will strengthen the industry. be a commitment by each company to Go for Gold’s partners include Power work together at an executive and human Construction, Haw and Inglis, NMC, Murray resources level to build and develop the and Roberts, Martin and East, Sutherland programme. It’s not about individual and Associates, and WBHO. Although interest, it’s about the collective for the these companies are competitors, if the sake of broader impact. Large corporates industry is weak, everyone loses. have their own CSI programmes for which there is much enthusiasm and support. How do you ensure continuity and Marlene Cronje strengthen the robustness of the I would encourage moving away from Organisational Development Director, partnership and programme? Power Group working in silos. It’s essential to focus All partners have representatives on Go for [email protected] on the sustainability of the industry as a 021 907 1300 whole, rather than the exclusive needs of Gold’s board resulting in high ownership. www.powergrp.co.za It’s a well-functioning board comprised of www.goforgold.org.za your company. Building scale or increasing impact is less achievable independently. 

180 The Trialogue CSI handbook 2015 The bursary programme has been extended The programme stimulates creative thinking, to students wishing to study for a Bachelor provides design and photographic skills ENRICHING of Laws degree (LLB) through Varsity College and basic business and management in partnership with the University of the Free competencies. South Africa’s Creative State. One such bursary recipient achieved Circle, representing advertising and design the top results in the Province in the UFS LLB agencies, is helping with coaching and the degree in 2014. provision of internships. HUMAN • Rosebank College has a novel way of • The Design School Southern Africa (DSSA) offering a bursary at each campus: at awards bursaries annually to deserving registration students are invited to make applicants who demonstrate strong a contribution to a “Live the dream” wall. academic and artistic potential. In 2014, At the end of registration a bursary winner bursaries awarded to full-time students CAPITAL is selected. totalled R200 000. • The VEGA CSR Partnerships initiative was • The Izzi Trust focuses on empowerment ADvTECH CONSISTS OF TWO introduced to support creative students through education. The successful from disadvantaged backgrounds with fundraising activities of the schools involved, MAIN DIVISIONS, EDUCATION a bursary into two Vega bridging course Pecanwood, Tyger Valley and Southdown AND RECRUITMENT, MEANING programmes, the Higher Certificate in Colleges, allow the Trust to award a number Creative Development and the Higher of bursaries annually to students from THAT OUR BUSINESS IS ALL Certificate in Brand Building Practice. disadvantaged backgrounds. We have ABOUT PEOPLE DEVELOPMENT, In 2014, 112 students enrolled on the successfully assisted 44 students with programmes which offer credits into a Vega bursaries since 2008 and currently assist EDUCATION AND IMPARTING degree, if the candidate is successful. Vega 17 students with bursaries. makes a significant financial and mentoring Crawford School students in Johannesburg KNOWLEDGE. contribution to each student. • Trinityhouse Randpark Ridge annually raises have been involved in Peer-to-peer teaching money to sponsor an orphan to attend an of Mathematics to Grade 8 students from • Vega has collaborated with the Umuzi independent school in the area, Sparrow several Soweto schools. Commented one Photo Club on a new community outreach Ministries School. participant: “We sweated and fretted until project – The Power of 50. For this one-year every pupil understood what we were pilot learnership programme 50 talented • The Resourcing division has its CSR Bursary trying to teach them… this has been one students were selected by Umuzi, with Programme for staff and their families. In of the most rewarding experiences of my Investec providing funding support. 2014 there were 14 beneficiaries. schooling career.”

In our goal to enrich human capital, we use there have been 189 recipients, with the first nine • Varsity College has partnered with our expertise and proven academic excellence students graduating in 2012. In 2014, bursaries Community the Masixhasane Literacy Project to to make a difference to society through, in were awarded to 52 student teachers and a engagements distribute mobile multimedia library particular, our educational interventions. CSI is total of 12 bursary holders graduated, of whom units to disadvantaged schools and 7 100 an integral part of the company’s operations and ten were employed within the Schools division. An integral part of ADvTECH’s CSR activity communities throughout South Africa. BURSARIES AWARDED is to make a difference in underprivileged our outreach projects provide many committed While training, the bursary holders are also given Varsity College campuses to date, DURING 2014 communities while instilling in our students and passionate volunteer staff and students with the opportunity to apply their acquired skills have raised over R400 000 and in 2014 the need to be good citizens, this we see opportunities to engage and make an impact in practically within the Group’s schools through supplied ready-to-use library units to as an essential part of the teaching and their local communities. Such projects include our Teacher Trainee Development (Mentorship) four rural schools. ‘Adopt-a-school’ and ‘Peer-to-peer’ teaching, Programme. learning environment. In the past year, over • Rosebank College Auckland Park in addition to numerous outreach activities in 95 different organisations benefited from students are involved in the Home of support of commemorative days such as Mandela Other bursary initiatives projects run by our students and staff across R84.2 the Group. Hope literacy project: they hold weekly Day and Environmental Awareness Day. The major Many of our brands have their own bursary computer literacy classes for the grade part of our Corporate Social Investment spend, programmes in place. A number of brands require While the projects are varied, the emphasis 11 and 12 girls who have been abused however, continues to be on providing bursaries bursary holders, as part of the agreement in is on education, health and environmental or abandoned. Students from RC Million and scholarships on a merit basis for previously accepting a bursary, to participate in volunteering interventions. CSI ACTIVITIES Pretoria, after being given classroom disadvantaged individuals. Education is important either on campus or in community projects. All our brands are encouraged to participate management training, assist groups in promoting equality and is an enabling factor in • Varsity College invests in the order of in our adopt-a-school programme. Some with daily homework assignments at the transforming our society: in 2014 ADvTECH spent ADvTECH welcomes R30 million each year in students selected in a highlights include: Sunnyside Drop-in Centre, in addition to R82.2 million which has opened doors for over upgrading the facility. opportunities to partner number of categories including leadership, • Support for the Star Child Care Centre 7 000 top performing students. academic excellence and sporting achievement. with other organisations in Alexandra, a joint initiative between • Trinityhouse Little Falls Preparatory and corporates. Bursary interventions • Another bursary programme initiated by Varsity Head Office, some Crawford Schools and has an ongoing project assisting Matla For further College, SAICA and Deloitte for the UNISA Junior Colleges. Funds raised have been Combined School in Muldersdrift, information Training teachers BAcc degree is now in its fourth year, with 26 used to upgrade the facility and purchase whose 800 pupils are mainly drawn from contact: carefully selected full-time students currently educational toys and books. The Principal nearby informal settlements. Initiatives Careful consideration has been given to where registered at the Durban North campus. Five requested help with management such as painting classrooms or guiding Gregory Laing our CSI spend will be most effective. There is a Group Advisor CSI students from the first cohort have completed and administrative training and Junior teachers in more effective classroom great need for well-trained and inspired teachers their undergraduate degrees. Varsity College College staff are sharing their expertise organisation are aimed at helping the 011 676 8000 and this led to ADvTECH launching a teacher [email protected] is working with other local auditing firms in Early Childhood Development with a school to become a positive learning www.advtech.co.za bursary scheme in 2007, aimed at producing a to encourage them to participate in this number of the teachers. environment. sustainable supply of quality teachers. Since 2007 successful programme. Chapter five youth focus

Mobilising a community to create a safe space for youth For many young people who live in over-populated and under-resourced environments, the possibility of being carefree is all too often overshadowed by immense social pressures. Creating dynamic places of safety in vulnerable and crime-ridden communities, if managed well, can serve as havens from gangsterism and crime, substance abuse, dangerous domestic environments and other social ills. The township of Nyanga in the Western Cape has been labelled ‘the murder capital of the world’. The Safety Lab, an organisation that aims to catalyse social innovation to develop effective street-ready safety solutions in consultation with the Nyanga community, noted that the Approaches area lacked consistent and enriching recreational activities for youth, while communal facilities were going largely unused. Over a two-year process, The Safety Lab facilitated the community’s development of Nyanga Yethu. This is a youth programme which grew from weekly film- to youth screenings in the community centre to jam-packed and popular weekend-long activities tailored for different age groups, including a ‘youth lounge’ offering free internet access, various forms of sports training, dance and music classes, poetry sessions and other creative performances. Applying business sector principles, Nyanga Yethu was marketed to youth as a trendy, rather development than just as a safe space. Some of the programme’s operational strengths come from its use of innovative mobile applications for monitoring and evaluation purposes, as well as its Well-managed systems, increased collaboration and strengthened empowerment of local youths to lead and take ownership of their community. partnerships between government, business and civil society are Ensuring accessible ICT needed to convert the passion that fuels youth development in According to recent research conducted by social media agency, We Are Social, almost half of South Africa into action and impact. While there is no foolproof South Africans (24.9 million) are active internet users. However, despite growing participation, approach to ensuring successful outcomes, innovation, creativity, internet access remains unaffordable for many. adaptability and commitment are recurring themes in the following The Cape Innovation and Technology Initiative (CiTi), founded in 1998 by a broad group case studies. of industry stakeholders and inspired citizens, is a flagship organisation for the technology sector in the Western Cape, and has become a development model for industry and public sector collaboration. CiTi operates communal office spaces – one close to the city centre and one in the township of Khayelitsha – which incubate hundreds of start-up businesses, providing quality ICT services and individualised training and skills support. here are various approaches to youth development in South Africa. Often, efforts For everyday internet access, government-funded Youth Cafés and free wireless internet by non-profit organisations, government and business overlap, but this need not lead connectivity zones are also on the rise. to conflict. There is considerable value in forming strategic partnerships to achieve T Building leadership by encouraging individualism and diversity mutual goals. The Shanduka Foundation and Kagiso Trust have formed one such partnership in their work Youths are often homogenised based on their similar experiences. However, if individuality is with 371 schools in the Free State, to improve infrastructure and learner performance. For years, encouraged and harnessed, rather than suppressed, young people can develop leadership skills the two organisations ran similar school development programmes. In 2013, having recognised based on their specific talents and strengths. synergies and shared insights, the organisations combined their knowledge and resources, each ACTIVATE! is a leadership development programme that builds the capacity of diverse committing R100 million over five years – a contribution matched by the Free State Department groups of youth in key skills, including project management, the art of innovation and of Education – to create a sustainable model for improving education in the region. Instead of communication, the value of social capital, and how to navigate the socio-political arena. This attempting to impose a plan on the Free State Department of Education, the creation of a three-way comprehensive training intends to equip young people with the holistic skill set needed to partnership, that includes government, underpins the collaborative success of this initiative. constructively lead development initiatives in their areas of interest, including crime prevention, community development, environmental sustainability and entrepreneurship.  Closing the gap between schooling and employment Many previously disadvantaged young people are the first generation in their families to receive tertiary, secondary or, in some cases, even primary school education, and thus the potential to build measuring youth wellbeing sustainable careers. The pathway from education into careers can be especially steep for youth who Many interventions that target youth aim to improve confidence, have not had the exposure, or opportunities, to develop the ‘softer’ social and interpersonal skills self-esteem, resilience and coping mechanisms. Unlike school results, that are often expected in formal work environments. these ‘softer’ attributes are extremely difficult to measure. Trialogue Harambee Youth Employment Accelerator is an example of a programme that responds to is piloting New Philanthropy Capital’s Well-being Measure in South the gap between school-leavers seeking employment and businesses seeking reliable and capable Africa. The tool is designed to help show the difference programmes make to the lives of youth, aged 11 to 16. The survey measures self- entry-level employees. The programme sources candidates, equips them with the confidence, skills esteem, emotional wellbeing, resilience, satisfaction with friends, family, and functional behaviour required to establish a career, and places them in suitable employment community, school, and life. It can be used to compare wellbeing before at several leading companies that partner with the programme. More than half of Harambee and after an intervention or across different programmes. graduates come from child- or grandmother-headed households in which government grants are Visit www.well-beingmeasure.com or contact Trialogue to discuss use of this the only source of income. As a result, permanent work and a salary make these young people the tool in South Africa. breadwinners for their households.

184 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 185 Vodacom e-school

Vodacom Power to you

Vodacom believes that the biggest e-school portal was the recognition a platform that is fun and convenient, perform better. They get bronze, silver The intention is to monitor learners’ commitment to improve the standard differentiator between advantaged that not all South African learners encouraging learners to study smarter and gold badges that can be converted progress in order to measure the and quality of education in schools and disadvantaged learners in have access to quality educational not harder. into vouchers and discounts. This impact of this initiative. across the country. South Africa is access to quality content; the teachers themselves ensures that the learners see tangible The interactive elements of the portal Zero-rated education sites www.vodacom.co.za/e-school educational content. That is why need to augment their knowledge and benefits. It is a good example of how allow the learning to be self-paced. In In its quest to improve access to education Vodacom seeks to make its biggest resources; the available content needs CSI is linked to the core business of Mthobeli Tengimfene this way, the learner takes control of content Vodacom has also zero-rated the contribution to education in South to be presented in exciting formats that Vodacom. Executive Head: the learning process. They are able to following educational sites: Africa as promoting access to are relevant to the learners’ lifestyles; Corporate Social Investment watch videos, do tasks and quizzes and Free access educational content to all South and connectivity costs are a barrier for www.digitalclassroom.co.za 082 273 5223 monitor their own progress. The biggest differentiator from other African learners, regardless of impoverished learners who are not able www.mindset.co.za mthobeli.tengimfene@vodacom co.za online portals is that this facility is their socio-economic status. to enjoy the amount of content that is Learning is fun www.everythingmaths.co.za available to all learners who have available on the internet. To create more excitement, the portal www.everythingscience.co.za The Vodacom e-school should be allows the learners to create their own internet access; but is accessed free to The Vodacom e-school portal therefore www.education.gov.za understood as part of the Vodacom profiles, upload their pictures, choose Vodacom subscribers as access is zero- addresses these observations. It is www.fundzaluxaka.gov.za Mobile Education programme: its goal names to use and subjects, and create rated. Connectivity therefore ceases to a multimedia-based platform that is to improve teaching and learning their own dashboard to track their own be a barrier to learning. This initiative is testimony of how offers Curriculum Assessment Policy using information and communications development. It is a platform that was ICT can level the playing grounds for Statements (CAPS)-aligned educational Further developments technology (ICT). In this regard, the created with today’s learner at the centre. all and contribute to South Africa’s content. Currently it offers content Having run the portal for a year, programme offers ICT equipment democracy. for grades 8 to 12. In its design, the Rewards Vodacom intends to provide content to access content, connectivity and emphasis is on creating excitement One of the interesting features is the from grades 4 to 12. The content will Supporting education is the main focus continuous training. and enthusiasm for the learners. The rewards programme. It encourages be translated into three other South of the Vodacom Foundation. Vodacom The case for the establishment of the underlying philosophy was to create learners to use the site more and to African languages. e-school reflects the company’s

187 chapter five

New regulations on the allocation of lottery funding seek to improve efficiencies, reduce reporting requirements for small grants, and mitigate financial and reputational risks. The regulations were issued in the wake of the Lotteries Amendment Act. The Act gives the Department of Trade and Industry (dti) increased power over the running of the National Lottery and the distribution of funds, establishing the National Lotteries Commission as regulator.

Written by Sophie Hobbs, Nacosa

During the public consultation period for the Bill, civil However, in the recently issued call for applications society’s main concern was around the increase in the in the Charities sector, this is not mentioned in the regulatory and operational powers of the state over the eligibility criteria. National Lottery and the National Lottery Distribution ●● Training – The regulations make the Commission Trust Fund (NLDTF) making the state at once the responsible for educating and raising awareness of regulator, the distributor and, potentially, the operator. the grantmaking process and for providing financial The Lotteries Amendment Act (No. 32 of 2013) licenses management training or capacity-building training to an organ of state to conduct the National Lottery for grant applicants. up to eight years, if the licensed operator fails to meet ●● Procurement – Grant recipients are directed to its licence agreement obligations. The Act also extends follow a transparent and competitive process for the powers of what was the National Lotteries Board, procurement, aligned to treasury regulations. providing for the establishment of a regulator – the ●● Time frames – To improve efficiencies, time frames National Lotteries Commission – to oversee fund for the adjudication of grants are set at 150 days from distribution and the operation of the lottery itself. date of application and 90 days for the adjudication of appeals. Regulating the funds ●● Agents – The regulations discourage applications The dti gazetted regulations to accompany the for grant funding via intermediaries and allow for this Amendment Act in April 2015. While the Act puts in only when organisations have been in existence for place the necessary legal framework, the regulations less than six months. set out the rules for how the money raised through the lottery is distributed. Civil society organisations applying A new Commission for lottery funding need to note the following: In July 2015, the National Lotteries Commission (NLC) ●● Priorities – The budget allocation for the Charities launched its new brand identity and announced that sector has increased to 47% and for Sport and the CEO of the National Lotteries Board, Charlotte Recreation to 28%. Arts, Culture and National Mampane, would assume the position of Commissioner. Heritage loses out, with its budget allocation The Commission’s role is to regulate the National Lottery down to 23%. The regulations make it possible as well as other lotteries, including society lotteries to for organisations to apply for multi-year funding raise funds through promotional competitions, and to

change in the lotteries landscape (maximum of three years), subject to the availability of advise the Trade and Industry Minister on policy. While funds and government priorities. the Commission does not adjudicate applications ●● Reporting – The regulations specify different for funding or make allocations to organisations, reporting requirements depending on the size of Commission members are also trustees of the National the grant received. Organisations receiving small Lottery Distribution Trust Fund (NLDTF), which does. The grants (less than R500 000) need to provide only NLDTF structure remains unchanged with committees, a report and supporting invoices; those receiving known as ‘distributing agencies’, adjudicating all grant medium grants (R500 000 to R5 million) must submit applications.  an independently reviewed financial statement; and those with large grants (greater than R5 million) must submit an audited financial statement in respect of the grant. ●● Eligibility – Organisations are not eligible for a round For more on the National Lotteries Commission, go of funding if they have received a lottery grant less to www.nlcsa.org.za

than 12 months from date of receipt of the funding. online

188 The Trialogue CSI handbook 2015 Chapter five chapter five

Skills development and job creation adopted by government to achieve significant economic Government’s significant financial Change the face of South African ●● The Expanded Public Works Programme involves transformation within a short time by addressing investments in education, skills young people in the refurbishment and maintenance society by eliminating poverty and national key priority areas, including poverty, crime and development, job creation, of community infrastructure across the country. It reducing inequality, with 2030 as unemployment. With the support of the Malaysian entrepreneurial and small business seeks to reduce poverty and unemployment by a deadline. That’s the task set out Government, the Big Fast Results approach has been support aim to help realise a society giving many young unemployed people access to in the National Development Plan adapted to the South African context. To highlight the in which widely accessible quality temporary work and skills programmes. (NDP). It is a bold plan requiring bold urgency of delivery, the local version is named Operation ●● The National Rural Youth Service Corps programme Phakisa (meaning ‘hurry up’ in Sesotho). education can lead to decent recruits and develops youth in rural areas. It helps action, the action part of which has employment, presenting a crucial them to build their capacity to work and perform fallen to Operation Phakisa. Phakisa in practice pathway out of poverty for youth in community service in their own areas, so as to Operation Phakisa is a results-driven approach that sets South Africa. contribute to local socio-economic development. Written by Erika Bornman clear plans and targets, employs ongoing monitoring of ●● The Services Sector Education and Training progress and makes the results public. Authority (SSETA) ensures that skills requirements Key to this is a series of laboratories – labs for short Written by Trialogue in the services sector are identified, developed and The main focus of the NDP is to unite South Africans – that bring together teams of experts and stakeholders made available. Funds for this initiative are disbursed around a common programme that will enhance and from the public and private sectors, academia, and civil from the training levies payable by all employers. uplift South Africa’s constitutional concept of a unified, society organisations. They collaborate and conduct Education These levies are collected by the South African prosperous, non-racial and non-sexist society. However, intensive planning at a practical and detailed level in ●● The Education Enablers Fund is a new initiative of Revenue Service via the Department of Higher the NDP is more than just a vision. It is a long-term order to deliver complete, signed-off action plans for the National Youth Development Agency, which Education and Training. strategic plan that serves four broad objectives: presentation to Cabinet. identifies and helps youth in rural areas who are 14 ●● Various government departments also offer 1. Setting important overarching goals to be attained Seven steps

to 19 years old, in grades 8 to 12, and are in need of internships and learnerships for youth. operation phakisa by 2030. basic essentials, such as uniforms and stationery. The 2. Building consensus on the key obstacles and specific Once plans have been completed and approved, first phase of the Fund is being implemented at rural Entrepreneurial and small business support actions to be undertaken. Operation Phakisa enters an implementation phase. This schools in KwaZulu-Natal, Limpopo and the Eastern ●● The National Youth Development Agency 3. Providing a common framework for detailed planning. is rigorously monitored and measured against publicly Cape, which have been classified as under-resourced Grant Programme provides financial and non- 4. Creating a basis for making choices about how best stated targets. There are clear steps for each task team: by the Department of Basic Education. financial business development support to young to use limited resources. 1. Delivery laboratories – Developing the delivery plans. ●● The National Student Financial Aid Scheme offers entrepreneurs who are building their businesses and 2. Road map finalisation and sign off – Engaging with study loans to academically deserving and financially beginning to show potential. NDP origins potential funders, designing the final road map and needy South African students who are registered at ●● Junior Achievement SA runs three programmes that May 2010 – The National Planning Commission, getting government approval. public tertiary institutions. A loan has to be paid back encourage youth entrepreneurship: the Enterprise an advisory body comprising 26 non-government 3. Public commitment – Sharing the lab’s outputs in a only upon completion of studies, and only once the Dynamics Programme is school-based and suitable spokespersons, was established to draw up the NDP. public Open Day. student is in a job and earns more than R30 000 per for learners from grades 1 to 12; the Mini-Enterprise June 2011 – The commission released its diagnostic 4. Capability building – Assessing gaps and building a year. If the student passes all subjects, a maximum of Programme aims to provide business and life skills report, citing a failure to implement policies and an programme to support delivery. 40% of the loan is written off. training for senior secondary school learners; and absence of broad partnerships as the main reasons for 5. Delivery – Driving the execution of the plans, ●● The Funza Lushaka Bursary Programme promotes the Business Establishment and Sustainability slow progress in transformation. problem-solving challenges and escalating issues teaching in public schools. Full-cost bursaries Programme trains youths, who have not finished November 2011 – The draft NDP was released. where necessary. enable eligible students to complete a full teaching school and cannot find work, to set up and sustain September 2012 – Cabinet adopted the plan after 6. Monitoring – Measuring progress against key qualification in an area of national priority. Recipients their own job opportunities. public consultation. performance indicators, reporting internally and publicly. are required to teach at a public school for the same ●● A R2.7-billion Youth Fund, aimed at creating millions 7. External accountability – Auditing results and making number of years that they receive the bursary. of sustainable jobs, was recently launched by the The Malaysian connection them publicly available. ●● The National Film and Video Fund provides funding National Youth Development Agency, Industrial With a plan for growth in place, the question of how to students in financial need to pursue studies Development Corporation and the Small Enterprise to implement it remained. On a state visit to Malaysia First phases related to film and television at all accredited tertiary Finance Agency. The Fund offers between R500 in August 2013, President Jacob Zuma was introduced Operation Phakisa identified two initial priorities: institutions in South Africa. and R5 million to proposals that can demonstrate to their Big Fast Results methodology, an approach 1. The oceans economy lab, started in July 2014: unlocking ●● Various government departments offer study a sustainable business model. R1.7 billion has been the economic potential of South Africa’s oceans. government initiatives aimed at youth bursaries to students who perform well and need earmarked to support entrepreneurs under the age The people of South Africa 2. The health lab started October 2014: improving the funds to study. Most of these departments are at a of 35 years. deserve❛ much better from all of us. quality of care provided in public sector clinics. provincial government level and offer bursaries in line ●● The Jobs Fund aims to create jobs by supporting In August 2015, President Zuma announced the with their scope of work. Some municipalities also initiatives that generate employment in innovative We must work tirelessly to move our operation’s third project: the mining lab.  offer bursaries to local students. ways. The Fund offers one-off grants in the areas of country forward and build a better enterprise development, infrastructure, support for life for all, especially the poor and the Read more at www.operationphakisa.gov.za work-seekers, and institutional capacity building.  working class.” Sources: www.pemandu.gov.my, www.gov.za, Source: www.gov.za www.southafrica.info, www.bdlive.co.za, www. online southafrica info, www.mediaclubsouthafrica.com President Jacob Zuma

190 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 191 ANGLOGOLD ASHANTI DELIVERS ON SOCIAL AND LABOUR PLAN PROJECTS AT ITS MAJOR LABOUR SENDING AREA OF OR TAMBO DISTRICT MUNICIPALITY

According to the National Development Plan (NDP) and the New Growth Path (NGP) – two of government's key policy frameworks The mud structures at Bholnai in which the children were The MQA appointed AGA, to once more, dignitaries, in this small but humble town of aimed at driving the socio-economic development initiatives in the country over the next thirty years – education, training and taught. implement the programme in the Eastern Cape, Mthatha, home to the late former President innovation are central to South Africa's long-term development. They are the key elements of government's programmes aimed at to equip the 600 beneficiaries with ‘portable Nelson Mandela, former President Thabo Mbeki reducing the levels of poverty, unemployment and inequality; and serve as foundations towards the achievement of an equal, skills’ at a cost of R16 million. This was after as well as Walter and Albertina Sisulu, some of democratic, non-racial and prosperous society as envisioned in the country's Constitution. AGA successfully delivered the same the greatest minds that hatched from humble programme in DKKM and Merafong in 2014, beginnings. Two years ago, I was approached ith the ocean just a stone's throw science laboratory that will help improve results Mayor of OR Tambo District Municipality where just over 600 young people were by the MQA, with a proposal to partner with a away and in between hills dotted with in the school. “This morning I challenged the thanked AngloGold Ashanti for being a kind equipped with the relevant skills required by reliable company like AngloGold Ashanti, in Wpink and green houses, lies school to improve on its Matric pass rate,” he partner. “You took a very important step, as OR the municipalities as well as the local economy. extending the company's Community Youth Dudumayo Senior Secondary School. The said to the learners. Like Madiba said: ‘It always Tambo is one of the poorest districts in the The programme includes skills like welding, Technical Skills Development Programmes to school is located at the heart of a village called seems impossible until it is done’,” said Moloko. country. Thank you for working with The six new brick and mortar classrooms. brick-laying, carpentry and plumbing. the youth in its host and major labour sending Mqanduli in the King Sabata Dalindyebo Local government to give our children a brighter communities. I was supportive of the initiative, Municipality which forms part of the OR Tambo Lucky Meyi from the National Union of future,” she said. Sam Seipei, the Chief Executive Officer of the as it is in line with Government’s objective to District Municipality in the Eastern Cape, one of Mineworkers and Tebogo Molale from the MQA, said he was proud to be launching the develop technical skills required by the AngloGold Ashanti’s (AGA) major labour sending Association of Mineworkers and Construction Moloko added that the school would not have programme in collaboration with AngloGold economy and aimed at reducing youth areas. Union represented organised labour at the event been delivered were it not for the women in the Ashanti, as it has a proven record of delivering unemployment in the country. U Baba Moloko with Meyi delivering a message of support on community. “When we arrived here with the quality training within the stipulated time was correct when he said that, since 2012, I The former President of South Africa, the late behalf of the AGA Future Forum. “As organised municipality some months ago, we promised to frames and budget. “AngloGold Ashanti knows have made it my business to visit all corners of Tata Nelson Mandela, spearheaded the building labour, we are happy to be part of the ceremony provide water to be used in building the school, the dynamics in their host and labour sending the country to galvanise the youth and of the school in 2002 which has since seen an as part of the stakeholders who were involved but we failed to do so. However, the women In one of the six classrooms is Lucky Meyi, National Union areas and when they approached us, on behalf encourage them to take up technical careers influx of students seeking access to a better in the development of the company’s Social and here today carried buckets of water on their of Mineworkers; Tebogo Molale from Association of of the ORTDM with a proposal to equip the and equip themselves with technical education. On Wednesday, 22 April 2015 Labour Plans,” he said. heads, to and from the river and back, up and Mineworkers and Construction Union; Councillor young people with portable technical skills engineering related and artisanal skills needed Nomakhosazana Meth, Executive Mayor OR Tambo District representatives from AGA’s South Africa Region down many, many times to ensure that the Municipality; Simeon Mighty Moloko, Senior Vice President required by the economy” said Seipei. by the economy,” he said. handed over a science laboratory to the more The science laboratory has an interactive board new school could be completed on time. Sustainability; and Mandla Makupula, MEC for Education than 1 000 learners and parents at Dudumayo, installed to facilitate interactive learning, AngloGold Ashanti, in turn, rewarded them by with learners at Bholani JP School. Speaking on the topic of ‘partnerships and “Youth development is important, and therefore that will benefit them in science and life science experiments, science lessons and many giving them a stipend for their effort as area and which will now address the historical collaboration’ between the private and public rolling out this programme in our ailing science studies. other science-related programmes. additional income from the project,” he said. problem of illiteracy in the area. sectors, Simeon Mighty Moloko, said that the communities so that they can overcome the company’s approach to this is informed by its disadvantages before them, is an honour. The In alignment with the NDP, and as part of the During the same week, AngloGold Ashanti Mandla Makupula, MEC for Education said that In addition to the two infrastructure develop- values and the objective of the Region’s Socio- National Development Plan notes that by 2030 company's commitment to supporting handed over a brick and mortar school to a we are all here to rejoice with the community ment projects, the company, in partnership economic Development Strategy, which is to we should be producing 30 000 Artisans per government in meeting the standard and community in the remote village of Ntafufu. To of Bholani. “Since I have been with the with the Mining Qualifications Authority (MQA), create ‘healthy, safe, educated and annum. Currently we produce 13 000 – this is norms as set by the Minister of Basic get to Bholani Primary School, one has to drive Department of Education, our people's OR Tambo District Municipality and Department economically active communities’ in its host not enough. We have placed education as an Education, AngloGold Ashanti received on a makeshift gravel road which at some patience, determination and heroism has of Higher Education and Training, officially and labour sending areas. “Some of you, who Apex priority, so that young people can be proposals from the Eastern Cape Department points is precarious and dangerous to negotiate, created a miracle. Your dedication to see your launched the Community Youth Technical Skills will graduate from this programme and who skilled to make them more eligible for of Education through the OR Tambo District drive over makeshift bridges that are easily children educated made it possible for the Development Programme in Mthatha. wish to become entrepreneurs, will be helped employment. There is a difference between Municipality to financially assist with the flooded in the rainy season and up the steep, community of Bholani to build a mud school to through the Enterprise Development Centre that unemployed youth and unemployable youth,” construction of schools build projects, including muddy hills. The contractor responsible for see your children learn against all odds. Today The objective of the programme, is to equip the will be established in Mthatha,” Moloko said. “I said Deputy Minister Manana. the science laboratory at Dudumayo and the building the school had the unenviable task of we celebrate our commitment as a community. unemployed youth in AngloGold Ashanti's host wish all 600 of you the best of luck. This is a building of a new school at Bholani Primary transporting bricks and building material up and We must treat this facility with respect. Let us communities in the Merafong City Local defining moment for you. It is a golden He concluded by saying that this is an inter- School in Ntafufu near Port St Johns, for down on this challenging road. Through utmost respect our mothers who sell at the street Municipality, Dr Kenneth Kaunda District opportunity that is now in your hands, grab it vention of profound proportions and that it is inclusion into its Social and Labour Plans. determination and managing the many corners to give us a better life and a quality Municipality (DKKM) and major Labour Sending with both hands and run with it fast, with both only through the efforts of a caring government challenges associated with this project, the education,” Makupula said. Areas in the Eastern Cape, with skills that will feet,” he told the beneficiaries. working together with caring and responsive SAR Senior Vice President for Sustainability, school was completed and officially handed assist them to obtain employment, or start partners like the MQA and AngloGold Ashanti, Simeon Mighty Moloko, said that he was over on Thursday, 23 April 2015. The new school replaces the old mud school sustainable enterprises of their own, supported In his keynote address, Deputy Minister that we can deliver on this project. “People extremely proud to follow in the footsteps of that serviced the local community for years. by the Enterprise Development Centres to be Manana said that: “it is an honour to address must become self-sufficient and self-reliant – Madiba to, on behalf of AGA, deliver the Councillor Nomakhosazana Meth, the Executive The school is the only primary school in the established in these areas. you, beneficiaries of this initiative and that is the culture we are trying to create.”

Unveiling the plaque at Dudumayo Senior Secondary School (from left to right) are Tebogo Molale, Regional Coordinator from Association of Mineworkers and Construction Union; Maxwell Bolani, Manager Local Economic Development; Councillor Madodana Socikwa, MMC for Local Economic Development; Ntsikelelo Vasi, Chief Director at the Eastern Cape Department of Education; Simeon Mighty Moloko, Senior Vice Sam Seipei, Chief Executive Officer of the Mining Qualifications Authority; Mduduzi Simeon Mighty Moloko; Senior Vice President Sustainability and the late President Sustainability; Councillor Nomantombazana Dyule, MMC for the Special Programmes Unit; Lucky Manana; Deputy Minister of Higher Education and Training; Councillor Nomakhosazana Principal Eric Petse explain to two learners how some of the science equipment Meyi, National Union of Mineworkers; Eric Petse, School Principal and Dr Oupa Nkagisang, Manager Meth, Executive Mayor OR Tambo District Municipality and Simeon Mighty Moloko, Senior and chemicals work. Community Human Resource Development. Vice President Sustainability. The 600 recipients of the Community Youth and Technical Skills Development Programme.

Read more about the South Africa Region's Socio-economic Development Framework, Social and Labour Plans and Mining Charter in the 2014-2015 Community Report. In an effort to create and facilitate access to procurement opportunities in AngloGold Ashanti for companies in our host communities, the Supply Chain Department has launched a Local Procurement Portal Download the reports at www.anglogoldashanti.com/Sustainability/SAMiningCharter. for businesses from these operational areas. The portal is available at www.anglogoldashantiprocure.co.za. Chapter five Q&A Interview bychapter zyaan Dav twoids

What are the SDGs and why do we to engage in a similarly creative process need another set of goals? regarding the way we do business. The Sustainable Integrated and universally applicable goals The future sustainability of business is, are needed to eradicate extreme poverty, after all, dependent on the socio-economic as a crucial component of addressing the health of society. Business can, and should, urgent migration challenges, wars and use its influence, not just its CSI spend, to Development Goals terrorism currently seen across the globe. effect positive social change. The SDGs focus on people, the planet, Will the SDGs hold business to greater On 25 September 2015, world leaders adopted the 2030 Agenda for Sustainable prosperity, peace and partnerships as the account than the MDGs did? key elements towards achieving the 2030 Development at the United Nations Sustainable Development Summit. The Agenda for transforming our world. The SDGs have already placed a stronger agenda covers 17 Sustainable Development Goals (SDG) to end poverty, fight While the MDGs were set in silos and emphasis on business as a transformative inequality and justice and tackle climate change by 2030. The SDGs replace the took a top-down approach, the SDGs, force in ensuring the sustainability of which have built on the shortcomings of the our planet. The United Nations Global Millennium Development Goals, which were launched in 2000 and have now MDGs, underwent a rigorous consultative Compact works with business, aiming to expired, and will guide policy and funding for the next 15 years until 2030. process with a ‘for the people, by the Exploring the create a sustainable and inclusive global people’ agenda. The SDGs have been economy that delivers lasting benefits acknowledged as a global framework and Sustainable to all communities and markets. It also it will be up to individual governments Development emphasises how value creation works to use these to enhance national and where shared value can translate into The 17 SDGs development plans. Goals inclusive growth and profitable business. However, one of the reasons that the To what extent did business South MDGs were not effectively met was due to Africa engage with the MDGs and why a lack of financial backing. For the SDGs, should it commit to the SDGs? The Millennium Development the budget and emphasis on infrastructure The MDGs that South Africa performed Goals (MDG), as quantifiable has increased significantly, but exactly well on, such as maternal health and targets for addressing poverty, where the money will come from has yet to HIV prevention, were not necessarily gender equality, environmental be clearly outlined, and this is concerning. the aspects of social development that sustainability, and ensuring business engaged with directly. With the To what extent should corporates basic human rights for all, feel compelled to fund SDG-related incoming SDGs, corporates should not initiatives? view their social investment as optional, but are being replaced with 17 rather as crucial for ensuring the long-term Sustainable Development Instead of business feeling burdened by investing in social development, it needs to sustainability of their business. Goals (SDG) in 2016. Business is legislated to spend a specific understand that contributing to the greater amount of its profit on social development, Shani Kay is Managing good of society will also translate into and while there is growing emphasis on the Director of Regency ensuring the material success of its long- need to assess the impact of that spend, I term strategy. According to a recent report, Foundation Networx and Thabo Mbeki, in his capacity as the head think that much work remains for business Executive Producer of It’s to really begin to understand its role as a of a high-level panel on illicit financial flows key contributor to society. Africa’s Time, a television from Africa, said that Africa loses We are witnessing financial systems series produced in partnership R50 billion every year as a result of illicit collapsing, social unrest and serious with the United Nations flows of funds. This is about double the depletion of finite natural resources and amount of money that the continent Development Programme. receives through financial aid from the our attempts to address these challenges Drawing from her expertise within our current economic theories of West. So, what Africa needs above all for supply and demand are simply not working. in sustainable business sustained development is good leadership development, she discusses and responsible, ethical and well-governed ●● The SDGs are the result of a three-year process We have to find a new paradigm in which to business. Rather than directly funding involving 83 national surveys, engaging over seven respond. Humans have done an incredible the potential of the SDGs to million people, making it the biggest consultation job of imagining and then realising the drive global transformation. SDG-related activities, if ethical business process in United Nations history. impossible in terms of technology. In order focuses on its own long-term sustainability, ●● The 17 goals form a framework for international policy, to resolve our global challenges, we need it will become more aware of real risks and quick facts but are not legally binding. This is deliberate, to opportunities and ensure that its practices prevent legal obstructions. SHANI KAY are aligned with the aims of the SDGs.  ●● While the Millennium Development Goals were The Sustainable Development Goals come Managing Director of Regency Foundation mostly aimed at poorer countries, the new Sustainable Networx and Executive Producer into effect on 1 January 2016, and will guide Read more about the Sustainable Development Development Goals are designed to be universal, of It’s Africa’s Time Goals at https://sustainabledevelopment.un.org/ decisions for the next 15 years. encouraging all nations to take a global view. [email protected] post2015/transformingourworld.

194 The Trialogue CSI handbook 2015 The Trialogue CSI handbook 2015 195 14064 Q&A Interview by ZYAAN DAVIDS

Should social investors look beyond government pays private investors for pure grantmaking to other methods of ensuring improvements in social conditions. supporting non-profits? Another interesting one is donor-advised Effective, sustainable partnerships are funds; financial organisations advise about investing in, and building long- philanthropists on where their donations lasting relationships with non-profit would be most effectively used. However, organisations. Beyond financial support, these are still in the infancy stages in our investors should consider issues of building market and require a long-term view to capacity within the organisations that they investing in development. support. In addition, technical equipment MAKING in the investor’s business that has been How can endowments benefit non- profits and social investors? replaced could be repurposed for use by the non-profit. However, it is important that For non-profits, endowments alleviate non-profits are not perceived as a dumping donor dependency and eliminate the ground, and that donated material is in anxiety of living year to year. They secure good working condition, adding value to Supporting bridge funding for non-profits if there the organisation’s operations. are payment delays from donors. I always financial emphasise the importance of replenishing Why is it important for non-profits to sustainability funds or endowments once have long-term relationships with their sustainability they have been tapped into. donors? Non-profits should be proactive and It is important for non-profits to diversify deliberate about securing their resources. their donor base, while working closely Noxolo Hlongwane, When capital is left in cash, inflation with existing donors who are committed Head of Philanthropy at eventually erodes the true value of that to their organisation. Donors should have capital base. conversations about sustainability with their Nedbank Private Wealth, Social investors, when they decide to partners, and possibly commit additional talks about financial tools step away, will have the reassurance that funds towards a sustainability fund to for development. She gives the non-profit can continue to run by ensure that, beyond their tenure, the non- advice on how to ensure drawing on the interest generated from profit will continue to operate. the sustainability of non- these endowments. HAPPEN How can financial sustainability be profit organisations through Is debt a bad thing for non-profits? attained? alternative approaches to In order to service debt, you need to have a Rendering paid-for services or trading, pure financial support. She guaranteed income flow; with non-profits, and committing to building up an also explores the value of funding is seldom guaranteed. endowment have proven to be successful Many financial institutions are not methods. For some non-profits, trading shifting traditional donor- recipient relationships to more eager to grant loans to non-profits. The is a viable, alternative income stream to reputational risk is significant. For example, complement grant funding. However, it is collaborative and long-term if a financial institution grants a home loan critical that the paid-for services draw from partnerships between investors to a non-profit that looks after vulnerable the organisation’s core competencies. It and non-profits. children and they are unable to meet their gets risky when a non-profit sets up an monthly payment obligations, the financial enterprise that is at the extreme end of institution would have to repossess that what they do, as it can potentially strain property, potentially attracting a backlash resources. A balance must be struck in from the community. Join Nedbank and help make a di erence in the lives of many South Africans. which the organisation does not focus so Deliberately setting out plans to much energy on the enterprise that the raise funds above the organisation’s We understand that our success is greatly dependent on the environment in which we operate: organisation’s mission is defeated. annual budget, and venturing into paid- the people and our planet. That is why we have invested R140 million over the past year in: At Nedbank Private Wealth, we for services or trading are just some of encourage the professional management the ways that have proven successful of reserve funding through investments in ensuring the long-term financial • Education • Environment to ensure capital preservation, as well sustainability of organisations.  as growth. Non-profits are beginning • Job creation and skills development • Child welfare and protection to consider investment more seriously, NOXOLO HLONGWANE • Community development • Sport development particularly with regard to large sums Head of Philanthropy, • Health • Arts and culture of money. There are also new tools to Nedbank Private Wealth [email protected] facilitate development funding, such as www.nedbankprivatewealth.co.za social impact bonds, a contract by which To bank with the green and caring bank call 0860 555 111, visit your nearest branch or go to nedbank.co.za.

Nedbank Ltd Reg No 1951/000009/06. Authorised financial services and registered credit provider (NCRCP16). 196 The Trialogue CSI handbook 2015 #ThingsThatReallyMatter

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