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
- Organization has a written policy on charitable giving.
Level 2
- Organization has a written policy on charitable giving.
- 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
- Organization has a written policy on charitable giving.
- 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
- Organization has a written policy on charitable giving.
- 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.
- 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
- Organization has a written policy on charitable giving.
- 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.
- 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
- Organization has a written policy on charitable giving.
- Organization donates 1% of gross revenue or 2% of net operating income annually to recognized charitable entities through in-kind product or service donations.
- 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
- Organization has a written policy on charitable giving.
- Organization has a 1% for the Planet Product Line membership.
Level 3
- Organization has a written policy on charitable giving.
- Organization has a 1% for the Planet Brand Level membership.
Level 4
- Organization has a written policy on charitable giving.
- Organization has a 1% for the Planet Full Company membership.
SUMMARY TABLE
Table 20a – Charitable Giving Metrics