Valuation
Guidance
Question
III.A Domestic/International
Breakdown
With this question, CECP seeks to understand better how
total giving is distributed among domestic and international recipients.
Geography of
End-Recipients
“Domestic”
refers to your company’s headquarters country and “international” refers to
anywhere outside of your company’s headquarters country. “Geography” refers
to the location of the end-recipient and not the location of the nonprofit.
Giving to
Domestic End-Recipients: o
Domestic to Domestic: Domestic contributions made to benefit
domestic end-recipients. o
International to Domestic: International contributions made to
benefit domestic end-recipients. Giving to
International End-Recipients: o
Domestic to International:
Domestic contributions made to benefit international end-recipients. o International to
International: International contributions made to benefit international
end-recipients. |
Survey Instructions:
o
This
question requests a breakdown of direct cash, foundation cash, and non-cash
giving, as reported in Question II.A, by the geography of the end-recipient.
o
Geography
refers to the location of the end-recipient, not the location of the nonprofit.
|
Example: If the company provides a
grant to the “Friends of Africa Afterschool Education” organization, which is
headquartered in the U.S. but will be providing the funding to Africa, this
would be considered a gift benefitting Africa, i.e., an international
end-recipient. |
o
In
order for your answer to be saved successfully, the totals in the direct cash,
foundation cash, and non-cash columns on this question must match the corresponding
values in Question II.A exactly.
o
If
you have data available for one type of giving but not others and therefore
cannot respond to the whole question, please include this data in the “Notes”
field.
Question III.B: Regional & Country Breakdown
This
question has three sections.
With the
first section III.B, CECP seeks to understand better the dollar amount of
corporate contributions given from the U.S. to assist end-recipients in the
developing world. The Hudson Institute utilizes the aggregate responses in
their annual report entitled The Index of
Global Philanthropy and Remittances.
Survey Instructions:
o
Survey
respondents at companies headquartered outside the U.S. should bypass this
question.
o
If
precise dollar values are not available, estimates are sufficient. If your
company does not give to the developing world, enter “$0” in each cell.
Developing World
Based on the guidelines provided by the Organization
for Economic Co-Operation and Development (OECD), developing
countries include (http://www.oecd.org/dataoecd/9/50/48858205.pdf):
Asia (code 142): § Afghanistan, Armenia,
Azerbaijan, Bangladesh, Bhutan, Cambodia, China, Georgia, India, Indonesia,
Iran, Iraq, Jordan, Kazakhstan, Korea -Dem. Rep., Kyrgyzstan, Laos, Lebanon,
Malaysia, Maldives, Mongolia, Myanmar, Pakistan, Philippines, Nepal, Sri
Lanka, Syria, Tajikistan, Thailand, Timor-Leste, Turkey, Turkmenistan,
Uzbekistan, Vietnam, West bank & Gaza, Yemen. Oceania (code 009): § Cook Islands, Fiji,
Kiribati, Marshall Islands, Federated States of Micronesia, Nauru, Niue, Palau,
Papua New Guinea, Samoa, Solomon Islands, Tokelau, Tonga, Tuvalu, Vanuatu,
Wallis and Futuna. Europe (code 150): § Albania, Former Yugoslav
Republic of Macedonia, Moldova, Ukraine, Belarus, Montenegro, Serbia, Turkey. Latin America and the
Caribbean (code 419): § Anguilla, Antigua and Barbuda, Argentina, Belize, Bolivia, Brazil,
Chile, Colombia, Costa Rica, Cuba, Dominica, Dominican Republic, Ecuador, El
Salvador, Grenada, Guatemala, Guyana, Haiti, Honduras, Jamaica, Mexico,
Montserrat, Nicaragua, Panama, Paraguay, Peru, St. Kitts-Nevis, St. Lucia,
St. Vincent and Grenadines, Suriname, Uruguay, Venezuela. Africa (code 002) – All countries. |
With the
second section of III.B, CECP seeks to understand better the distribution of
contributions worldwide. Contributions may originate from domestic or
international sources; the goal here is to capture the total amount provided to
benefit end-recipients in each geographic region.
Survey
Instructions:
- Refer to the
“International in Scope” section of the CGS Valuation Guide for more
detail on what countries are included in each geographic region.
o
The
sum of your answers must match the “Total Cash and Non-Cash” figure calculated
in Question II.A.
o
If
a distribution is not available, enter totals in the “Breakdown Not Available”
field.
Country Specific Totals
With
the third section of III.B, enter the total amount given to end-recipients
based in Brazil, Canada, China, India and Russia. The figure you enter should include all
Foundation Cash, Direct Cash, and Non-cash your company gave. CECP added this question for our 2011 survey
as part of our work with The Conference Board to present a jointly fielded
survey.
Survey
Instructions:
o
Please
see page 19 to understand the definition of “end-recipient.”
o
If
you have data for some but not all of these five countries, enter “NA” in any
fields necessary so all five fields are filled.
Question
III.C: International Giving by Program Type
Enter
the total amount given to international end-recipients broken down by program
type. The figure you enter should
include all Foundation Cash, Direct Cash, and Non-cash your company gave. CECP added this question for our survey on
2011 contributions as part of our work with The Conference Board to present a
jointly fielded survey.
Survey
Instructions:
o
Please
see page II.A to understand what should be included under each Program Type
o
In
contrast to Question II.E, here we do not ask you to break down by foundation
cash, direct cash or non-cash, but instead to include the total of all these.
o
While
the total is not required to match total giving to international end recipients
in question III.A, this question seeks to understand the program breakdown of
this giving.