INTENT

The intent of the Charitable Giving Indicator is to financially support charitable entities that are meaningful to the organization and its employees.

METRICS

Level 1

  1. Organization has a written policy on charitable giving.

Level 2

  1. Organization has a written policy on charitable giving.
  2. Organization donates 0.5% of gross revenue or 1% of net operating income annually to recognized charitable entities. In-kind product or service donations can account for up to 25% of the total required annual donation.

Level 3

  1. Organization has a written policy on charitable giving.
  2. Organization donates 1% of gross revenue or 2% of net operating income annually to recognized charitable entities. In-kind product or service donations can account for up to 25% of the total required annual donation.

Level 4

  1. Organization has a written policy on charitable giving.
  2. Organization donates 1.5% of gross revenue or 3% of net operating income annually to recognized charitable entities. In-kind product or service donations can account for up to 25% of the total required annual donation.
  3. Organization invites employees at all levels to participate in the process of selecting where to direct charitable gifts.

ALTERNATIVE COMPLIANCE PATH – Charitable Organization

Level 3

  1. Organization has a written policy on charitable giving.
  2. Organization donates 0.5% of gross revenue or 1% of net operating income annually to recognized charitable entities through in-kind product or service donations.
  3. Organization is a charitable foundation or government entity, or qualifies under section 501(c)(3) of the U.S. tax code (or international equivalent) as a charitable organization.

Level 4

  1. Organization has a written policy on charitable giving.
  2. Organization donates 1% of gross revenue or 2% of net operating income annually to recognized charitable entities through in-kind product or service donations.
  3. Organization is a charitable foundation or government entity, or qualifies under section 501(c)(3) of the U.S. tax code (or international equivalent) as a charitable organization.

ALTERNATIVE COMPLIANCE PATH – 1% for the Planet

Level 2

  1. Organization has a written policy on charitable giving.
  2. Organization has a 1% for the Planet Product Line membership.

Level 3

  1. Organization has a written policy on charitable giving.
  2. Organization has a 1% for the Planet Brand Level membership.

Level 4

  1. Organization has a written policy on charitable giving.
  2. Organization has a 1% for the Planet Full Company membership.

SUMMARY TABLE

Table 20a – Charitable Giving Metrics