Corporate Employee Gift Matching Proposal

October 16, 2018

Jacob’s Heart Children’s Cancer Support Services

Education and Awareness (E&A) Group

Kayla Fernandez, Caleb Cater, Justin Galvin, Ramy Kamal, Yan Dichev
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E&A Group
Santa Clara University
500 El Camino Real
Santa Clara, CA 95050
(408) 599-8745

October 16, 2018

Lori Butterworth
Executive Director
Jacob’s Heart Children’s Cancer Support Services
680 W Beach St,
Watsonville, CA 95076

The E&A group would like to formally thank you for considering our proposal to your
organization. It is our hope and inspiration to make a tangible, long-lasting impact on
Jacob’s Heart and contribute as much value as possible during our time working with
you. We are a motivated group of students studying at the Santa Clara University
Leavey School of Business, and will utilize our backgrounds, abilities, and experiences
in order to contribute to the wholesome and meaningful mission of your organization.

We hope to bring corporate awareness to your organization, increase your funding, and
help establish meaningful and long-term relationships that will benefit you and the
children you care for in the years to come. By increasing your outreach, making your
mission and service more widely known, and ultimately providing you with more
resources, we hope to help you positively impact the lives of hundreds of families.

Our team has the necessary outreach and interpersonal skills, and plan to give you our
best effort in the weeks to come. The service Jacob’s Heart provides is inspiring, and
will fuel our efforts to help you carry out your work.

We hope that this proposal finds you in good graces, and that you will embrace our
work and efforts and allow us to improve your organization’s outreach, relationships,
funding, and overall impact.

Respectfully yours,

Justin Galvin, Caleb Cater, Kayla Fernandez, Ramy Kamal, and Yan Dichev
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Table of Contents
1. Executive Summary………………………..………………………………..4

2. Introduction…………………………………………………………….…...5

3. Rational……………………………………………………………………..6

4. Deliverables………………………………………………….……………..7

5. Cost Analysis………………………………………………………………..9

6. Delivery Schedule………………………………………………………….11

7. Success Metrics…………………………………………………………….12

8. Staffing…………………………………………………………………….13

9. Discussion………………………………………………………………….16

10. Appendix……………………………………………………………..…....18
A. Staffing…………………………………………………………….18
B. Email Deliverables…………………………………………...23
C. Memo Deliverable……………………………………………26
D. Pamphlet Deliverable……………………………………...27
11. Works Cited…..……………………………………………………………..28
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Executive Summary

Jacob’s Heart Children’s Cancer Support

Jacob’s Heart Children’s Cancer Support provides a direct support system to children
with cancer and their families. Funding and corporate awareness play a crucial role in
fulfilling the financial and emotional needs of the families that Jacob’s Heart assists.

Mission

The mission of the E&A Group is to provide effective solutions that serve to better our
surrounding community by partnering with organizations that cater to the needs of
others. The E&A Group is a team of young business students currently studying at
Santa Clara University, consisting of Kayla Fernandez, Caleb Cater, Justin Galvin, Yan
Dichev and Ramy Kamal. We we joined together with the common goal of assisting the
surrounding communities of the Bay Area.

Goal

E&A Group’s goal is to establish meaningful and long lasting relationships with
corporations for Jacob’s Heart, that share the same passion of helping their community.
We will reach out to organizations around the bay area and provide information, in the
form of flyers and tailored memos, regarding Jacob’s Heart and the services they
provide. The purpose of this outreach is to stimulate interest within the organizations,
with the ultimate goal of a partnership with Jacob’s Heart. These partnerships could
generate monthly giving donations of $500-1000 directly to Jacob’s Heart.
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Introduction/Need
Overarching Problem
Cancer is the second leading cause of death in the world, claiming an estimated 9.6
million lives in 2018 (World Health Organization). The disease affects all ethnicities,
gender, age, and socioeconomic groups in all nations across the world. Each year,
more than 40,000 children undergo treatment for cancer, leaving friends and families in
a state of anxiety, fear, and grief and (curesearch.org). While millions of dollars are
spent on cancer research every year, a reliable cure has not yet been discovered.

Jacob’s Heart’s Efforts

Jacob’s Heart is helping to ease the pain of the real and devastating global cancer
epidemic. Families who have a child struggling with cancer are trapped in a state of
anxiety, sadness, and fear that requires a high level of counseling and social support.
Jacob’s Heart provides the necessary services in order to maintain children's’ dignity
during cancer treatment, help families cope with anticipatory grief, care for suffering
children, and support families and friends of cancer patients regardless of their
socioeconomic status. Jacob’s Heart has been providing these services since 1998, and
have been refining and perfecting the organization’s services ever since.

As a nonprofit organization, Jacob’s Heart receives 100% of its funding from donations
by individuals, corporations or organizations that are eager to assist its efforts
(jacobsheart.org). Generating revenue for Jacob’s Heart is the lifeblood of the
organization, and the fuel that permits Jacob’s Heart to carry out its services and fulfill
its mission.

Jacob’s Heart’s Revenue Problem

Until recently, Jacob’s Heart has not had problems generating donations and support for
their organization. However, with the recent tax cut and reforms, Jacob’s Heart has
seen a decrease in their revenue stream, specifically from individual donors. This is
because the new tax reform requires the itemization of personal donations and has
increased the threshold to deduct donations from taxes. These changes have prompted
individuals to simply abandon donations instead of committing the time and money to
meet the new standards.
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Rationale

Proposed Action
Jacob’s Heart receives no government funding and is entirely funded through the
generosity stream, thus implementation of different funding tactics are of extreme
importance. Our proposed action is the implementation of employee giving programs
with business entities in order to increase funding for Jacob’s Heart.

Employee giving programs are a corporate structure that deduct a given amount from
each employee’s payroll. After the deductions from all employees are totaled, the
employer matches that amount. We believe that the application of this employee giving
program into several businesses would result not only secure a great amount of
funding, but also increase pediatric cancer awareness and build strategic corporate
relationships for Jacobs Heart.

The necessary deliverable materials have been created to present to potential partners,
and are planned to be delivered within the next week. The details of these deliverables,
and how exactly they will be utilized in the outreach process, will be outlined in the
Deliverables section of this proposal.

Potential Problems

E&A recognizes that the application of this program is a large undertaking for our
potential clients. We recognize that a failure to properly communicate who Jacob’s
Heart is, what they do, and how the program will benefit the partner’s business will
inevitably result in immediate rejections from potential partners. To avoid rejections our
team must capitalize on our strengths in communication and strategic relations in order
to obtain meaningful partners for this program.

Benefits
E&A Group’s goal is to sign at least one partner for the program. In order to leave a
lasting effect of our project, our group will formulate a list of potential partners and will
provide our strategic plan to reach out to these companies through memos and
pamphlets. By securing this significant funding revenue stream, Jacob's Heart will be
able to place more focus on the beneficial services it offers to its clients. Furthermore,
the proposed partnerships and deliverables will allow Jacobs Heart to allocate more
time to fulfilling its mission statement, instead of creating new ways to obtain funding.
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Deliverables

External Email Deliverable

The E&A Group has generated five deliverables to assist our efforts. To begin our
corporate outreach, a succinct yet informative email will be sent to the Human
Resources Departments of all of our target companies’ that we desire to introduce to
Jacob’s Heart (see Appendices A: Email Deliverables, #1) . This email will be slightly
customized for each individual corporation it is sent to. The email will contain a brief
synopsis of Jacob’s Heart and its mission, as well an explanation of our goal of
establishing a matching gift program with the corporation’s employees that donate to
Jacob’s Heart Cancer Support Services.

Internal Email #1

We have two deliverables that will be sent to the corporations that respond to our first
email. If the targeted corporation agrees to establish a matching gift program in
association with Jacob’s Heart, the Human Resources Department of the corporation
will receive an email from us that is to be forwarded to their employees on behalf of their
corporation (see Appendices A: Email Deliverables, #2). This email will enthusiastically
introduce and outline the company’s new partnership with Jacob’s Heart. It will explain
Jacob’s Heart mission, the importance of donations to the success of Jacob’s Heart,
and the specifics of the program.

Internal Email #2

If the corporation is not willing, or is not in a financial state, to establish a matching gift
program with Jacob’s Heart, our next goal is for the corporations to simply encourage
their employees to donate to and spread awareness of Jacob’s Heart Organization. We
have written the email for the HR Department to send to their employees (see
Appendices A: Email Deliverables, #3), which outlines Jacob’s Heart mission statement,
the importance of donations, and how the money will benefit the organization. Attached
to this email will be the pamphlet, offering employees more background on Jacob’s
Heart. If an official agreement is reached, we will be able to engage in further
negotiations about physically setting up a donation box in the corporate office building.
Our hope with this effort is to establish a meaningful and long-term relationship between
Jacob’s Heart and corporations’ individual employees, even if the corporation itself is
not able to monetarily contribute for the time being.
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Deliverables Cont.

Pamphlet
If the company is not able to make a donation, our secondary goal is to encourage the
HR Department to send an informative email to its employees that brings general
awareness to Jacob’s Heart, and encourages the corporation’s employees to donate.
Attached to this email will be a PDF pamphlet that describes Jacob’s Heart Cancer
Support Services in more detail (see Appendices C: Pamphlet Deliverable), and serves
as an external and persuasive information source.
In the pamphlet, we will outline Jacob’s Heart’s mission statement, and its goal to
establish relationships with local corporations. Outside of utilizing the pamphlet to
advertise our relationship-fostering campaign, we will also be placing them within
corporate office buildings if they agree to help us encourage employee donations within
their company.
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Cost Analysis
Total Total
Fuel Distance $ / Mile (IRS) Expense
Fuel 92 $0.18 $16.56

Travel Time Employee Per Hourly Total
Calculation Travel Time Task Salary Total Time Expense
Time / meeting 1.67 5 $ 15.00 8.333 $ 125.00

Time Per Employee Per Hourly Billable Total
Meeting time Person Task Salary Hours Expense
Initial Call 0.5 1 $ 15.00 0.5 $ 7.50
Conference Call 0.5 5 $ 15.00 2.5 $ 37.50
Total 3 $ 45.00

Time Per Employee Per Hourly Billable Total
Internal Meeting Person Task Salary Hours Expense
Initial Brainstorm 1 5 $ 15.00 5 $ 75.00
Tax Reform meeting 1 5 $ 15.00 5 $ 75.00
Tax Reform x Jacob’s
Heart 2 5 $ 15.00 10 $ 150.00
Total 20 $ 300.00

Time Per Employee Per Hourly Billable Total
Research & Analysis Person Task Salary Hours Expense
Tax information 2 1 $ 15.00 2 $ 30.00
Matching Gift 2 1 $ 15.00 2 $ 30.00
Children Cancer Bay
Area 2 1 $ 15.00 2 $ 30.00
Total 6 $ 90.00

Time Per Employee Per Hourly Billable Total
Proposal Creation Person Task Salary Hours Expense
Creative & Design 2 1 $ 15.00 2 $ 30.00
Editing 1.5 2 $ 15.00 3 $ 45.00
Proposal Writing 3 5 $ 15.00 15 $ 225.00
Cost Analysis 1.5 1 $ 15.00 1.5 $ 22.50
Total 21.5 $ 322.50
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Consulting Budget Overview

Billable Hours Expense

Travel 8.33 $141.56
Client Meeting 3.00 $ 45.00
Internal Meeting 20.00 $ 300.00
Research & Analysis 6.00 $ 90.00
Proposal Creation 21.50 $ 322.50
Total Expense 58.83 $899.75
Pro Bono Credit $899.75
Total Compensation $0.00

Travel
Revenue Overview

Revenue Matrix | Average Pledge
Average Pledge
$ 5.00 $ 10.00 $ 15.00 $ 20.00

20 $200 $400 $600 $800

40 $400 $800 $1,200 $1,600

60 $600 $1,200 $1,800 $2,400

Individual
Donations 80 $800 $1,600 $2,400 $3,200
matching gift ratio held constant at 1:1

Revenue Matrix | Matching Gift Ratio

Matching Gift Ratio
0.5:1 1:1 1.5:1 2:1
Individual
20 $300 $400 $500 $600
Donations
40 $600 $800 $1,000 $1,200

60 $900 $1,200 $1,500 $1,800

80 $1,200 $1,600 $2,000 $2,400

Average pledge held constant at $10

* Insperity

*doublethedonation
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Delivery Schedule

Date Task Assigned Member

10/17/18 In person meeting to present Kayla, Yan, Caleb, Justin,

proposal Ramy

10/18/18 Reach out to Veritas Technologies Justin

LLC

10/18/18 Reach out to Naturipe Caleb

10/18/18 Reach out to Juniper Networks, & Kayla

Presidio Bank

10/18/18 Reach out to Santa Cruz Warriors Yan

10/28/18 Follow up and progress update Kayla, Ramy

with Lori

11/3/18 Research and formulate a listen of Yan, Caleb

further clients to pursue

11/5/18 Initiate contact with companies Justin, Ramy

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Success Metrics

Number Date

Clients To Be Contacted 75 10/18/2018-11/05/2018

Expected Client 10 10/18/2018-11/25/2018

Responses

Expected Donations 2 11/025/2018

Contact to Donation Ratio 2.6%

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Staffing
Caleb Cater is a senior finance major at the
Leavey School of Business. His passions lie in
detailed analysis of large scale projects and
fostering relationships within his network. He
recently finished an internship at Marcus &
Millichap where he was exposed to the
underwriting and marketing procedures of
commercial real estate sales. This experience
allowed him to increase his communication and
networking abilities in the process of working
with employees and clients towards a common
goal. These skills helped culminate in the
coordination of defining tangible goals for non
profit organizations.

Justin Galvin is a senior majoring in

finance at the Santa Clara University
Leavey School of Business. His
professional experience consists of two
different internships in the field; one in
Private Wealth Management and one in
Corporate Financial Planning and
Analysis. His primary extracurricular
interests are philanthropic efforts and
various outdoor activities. Justin is in
charge of the People and Outreach
portion of the Community Consulting
Project, in which he will target specific
corporations and groups to develop and
foster meaningful relationships with
Jacob’s Heart Cancer Support Services.
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Ramy Kamal is a junior Management

Information Systems major at the Leavey
School of business. His professional and
entrepreneurial experience has led him to take
interest in leadership positions within his
academics and career. He recently finished an
internship at Healthcare Consultancy Group
where he project-managed digital projects and
is currently leading business and UI
development of a web application. Ramy has
taken the role as the team leader for E&A
Group and as team leader he is allocating
responsibilities, developing internal
timeframes, and overall making sure the
Group’s work is up to the quality standard of
Jacob’s Heart.

Yan Dichev is a junior Finance major in

Santa Clara’s Leavey School of
business. His professional experience
consists of an internship with the
Georgia Innocence project, where he
assisted lawyers in the conversion of
redundant client information to a more
reliable database. He has also worked
in multiple service industries, where he
has picked up the skills necessary to
work well with others. Yan has taken
the role of writer and editor for the E&A
group, in order to provide information
for Jacob’s Heart in a clear and efficient
manner.

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Kayla Fernandez is a Junior Santa Clara’s
Leavey School of Business. She is majoring in
Finance and minoring in Entrepreneurship.
Kayla is currently employed at Presidio Bank in
downtown Palo Alto as a Credit Analyst. While
at Presidio Bank, Kayla is exposed to
accounting, financing of businesses, and real
estate investments. Given that Kayla is born
and raised in the Bay Area and is extremely
personable, she brings a lot of pre-existing
business connections to the team as an asset.
Kayla also served as the Philanthropy Director
for her sorority last fall and brings five years
philanthropic experience to the table. Kayla’s
role in this project will include direct
communication with the Board of Jacobs Heart,
production of business deliverables and
outreach to potential employee giving program
clients.

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Discussion
Summary of Project
Beginning on October 18th, 2018, the E&A group began reaching out to bay area
companies in order to establish corporate relationships for Jacob’s Heart. At first, we
limited our outreach to emails, but after receiving few responses we decided to increase
our efforts to in person meetings with various companies. Below are our success
metrics for email and in person outreach initiatives:

Number Date

Clients Contacted 70 10/18/2018-11/05/2018

Client Responses 5 10/18/2018-11/25/2018

Donations Received 1 11/25/2018

Contact to Donation Ratio 1.6%

Implications
This was a great learning experience for E&A Group, and we hope Jacob’s Heart can
use our research and findings to enhance their generosity stream in the future. We
found it difficult to contact companies without a soft introduction. Our success came with
existing connections internally. We stand firm in believing the strategy of increasing
matching gift donations is an effective way to improve the generosity stream, however
the outreach effort needs to be streamlined and capitalize on networking opportunities.
Additionally we would recommend expanding connections with local businesses. Our
shortcomings could be a result of reaching out to such large corporations that were
already part of matching gift programs, but hard to get in touch with the right person
since their workforce is so large.

Limitations

We experience two unexpected obstacles throughout our outreach initiatives.

1) The first obstacle we faced was a non-response issue from most of the
companies we contacted. We think the main reasons for the non-response is
either due to contact with the wrong department, budget restraints, or spam
detectors.
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Discussion Cont.
2) The second issue we had to deal with was the use of different employee giving
programs. Jacob’s Heart currently uses a variety of the programs on the market,
but most of them require specific requirements for the companies that donate
with them. Additionally, most programs take a cut of the donations that they
facilitate, which decreases the direct funding toward Jacob’s Heart.

Recommendations
Throughout this project, we came up with three distinct features which we believe
benefitted us most or could be implemented in similar future projects:

1) The first recommendation is to create company specific strategic approaches.

Before sending out memos and deliverables, we believe it is necessary to
research the company that is being contacted to tailor the deliverables to the
needs and values of the organization. This will hopefully increase response rates
and overall communication.

2) Our second recommendation is to increase awareness of the benefits of

corporate social responsibility to the target companies. In our experience, this
was probably the most important factor in getting a company to get involved.
Some organizations do not know the facts about consumers and their attraction
toward companies that participate in CSR, and the awareness that can be
provided could be the deciding factor in their decision to donate.

3) The final recommendation we have is to capitalize on personal connections when

trying to find a company to donate to. Personal connections make getting a foot
in the door much easier, and can prove to be essential in successfully getting an
organization to pledge a donation.
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Appendix
A.Resumes

School Address: Ramy Kamal Permanent Address:
500 El Camino Real 18 Trout Brook Lane
Santa Clara, CA 95053 Mendham, NJ 07945
rkamal@scu.edu (973) 970-4871

PERSONAL STATEMENT:
Third year student at Santa Clara University pursuing degrees in Management Information Systems, Business
Analytics, and International Business. I pride myself on being intuitive and actively work to improve my leadership
and social skills. Having lived in three countries and seven cities, I have been resilient in adapting to a variety of
cultural settings. I aspire to work and or intern in a fast-paced role that would assist my growth while I add value to
the organizational setting.

PROFESSIONAL & ENTREPRENEURIAL EXPERIENCE:
Web-App Development Silicon Valley, CA September 2018 - Present
Product Manager
● Lead in development of a new style of digital marketplace
● Developed strategy and phases of business development
● Currently heading Systems and UI development

Hyphen Digital ( HCG / Omnicom ) New York, NY June 2018 - August 2018
Digital Intern
● Project managed numerous internal projects
● Re-designed group social media strategy
● Web app & website testing

StockTrader Silicon Valley, CA November 2016 - Present
Achieved 950% returns in the first 12 months of trading
● Realized the profit through day trading and aggressive investing techniques
● Developed research and analytics investment practices
● Began by formulating algorithms through Quantopian to search for which trades are worth executing

ProductsKF Randolph, NJ August 2013 - July 2014
Co-Founder
● Contacted Outsourced manufactures and purchased inventory of thousands of dollars
● Recruited and managed 12 employees to support the project
● Managed to produce a revenue in excess of 200% initial startup costs

EDUCATION:
Santa Clara University Santa Clara, CA September 2017 -
Present
Bentley University Waltham, MA August 2016 - June 2017

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Current Address: Yan Dichev Permanent Address:

Santa Clara CA, 95050 404.550.8108 Decatur GA, 30030
ydichev@scu.edu

Education Santa Clara University, Santa Clara, CA
Leavey School of Business Graduation Date: June 2020
Bachelor of Science in Commerce
Overall GPA: 3.65

Related Course Work: Introduction to Financial Accounting, Calculus for
Business I & II, Contemporary Business Issues, Spreadsheets, Ethics in
Business, Principles of Microeconomics and Macroeconomics, International
Economics, Science Info Tech Busn & Soc

Projects:
● Company analysis, focusing on key market segments, competition, and
potential for future growth
● In depth analysis of a company, evaluating key financial statements and
analyzing CSFs, KPIs and critical benchmarks.
Skills Language: Conversational Spanish
Computer: Excel, PowerPoint, Word

Work Georgia Innocence Project Decatur, GA Summer 2017
Experience Intern
● Created a database and coordinated the transfer of files from
physical cabinets to the online database
● Assessed legal help applications to eliminate redundant or
duplicate data
Rocco’s New York Pizza, Decatur, GA Summer 2016-2017
Cashier/Manager/Delivery Driver
● Facilitated all front store operations, including management of
deliveries, inventory and personnel.
● Provided customer support for disputes and complaints
Greater Good BBQ, Eastlake, GA Summer 2018
Server
● Provided customers with exceptional service, tailored to meeting
their personal needs as well as the financial needs of the company
● Assisted colleagues during rush periods to foster teamwork
Activities Founding father of the Theta Chi Theta Delta Colony; Theta Chi Scholarship
Chair; Theta Chi co-treasurer; SCU Investment Banking Club, Ruff Riders (SCU
Athletics Fan Club); Intramural basketball, football and volleyball
 20

Caleb Cater
calebacater1@gmail.com | 966 Bellomy Street, Santa Clara, CA | (831) 578-9896

EDUCATION
Bachelor of Science: Finance Major Cumulative GPA: 3.2/4.0
Leavey School of Business, Santa Clara University
Graduation: June 2019
Studied Finance at London School of Economics London, England
Summer 2017 June 2017- July 2017
• Finance 230 Alternative Investments
• Highlights of course: Hedge Funds, Commodities/Managed Futures, Venture Capital, Leveraged
Buyouts, Real Estate

PROFESSIONAL EXPERIENCE
Bayview Development Group San Jose, CA
Real Estate Development Analyst September 2018 –
Present
• Worked with CIO through helping BDG analyze investment conflicts and opportunities.
• Built cost benefit analysis spread sheets for different revenue streams and financing options.
• Documented construction issues for insurance claim.
Marcus & Millichap Palo Alto,
CA
Investment Sales Intern June 2018- September 2018
• Generated a database of commercial real estate brokers and property owners in the Bay Area.
• Collaborated with property owners and brokers on finding investment properties.
• Built marketing packages for new listings and wrote newsletters for specific Bay Area regions.
• Instrumental in the sale of $2.45 million retail property.
Santa Clara University Call Center Santa Clara, CA
Student Caller / Student Supervisor February 2017- June 2018
• Called Alumni and Parents to raise capital for the Santa Clara Fund.
• Supervised student callers and confirmed donations.
• Trained new hires regarding the details of phone call.

PROFESSIONAL DEVELOPMENT

Finance Association Santa Clara, CA

Co-President September 2017 -
Present
GIA Partners Externship New York City, NY
Externship August 2017
• Spent a week in New York City learning fixed income securities strategies.
• GIA manages over $2 billion and invests in a broad range of fixed income securities.
Pi Kappa Alpha Fraternity – Public Engagement Chair Santa Clara, CA
April 2016 – Present
• Developed teamwork skills and integrating with large social group helping coordinate events.
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Appendices
A. Email Deliverables
1) External:
*Initial email sent from E&A Group to the Human Resources Department of corporations

Dear [Insert Name of Corporation here],

My name is Justin Galvin, and I am reaching out to you as a member of the Education
Awareness Group (E&A Group) at Santa Clara University, on behalf of Jacob’s Heart
Cancer Support Services. Our group is working with is involved in a fundraising and
awareness project for the organization Jacob’s Heart Children’s Cancer Support
Services. Jacob’s Heart exists to improve the quality of life for children and support their
families in the challenges they face.

As part of our project, we are looking to organizations and corporations that are
interested in helping us assist Jacob’s Heart in a variety of different ways. We are
aiming to help your corporation fulfill its corporate social responsibility by establishing a
donation cycle directly from your company or an opportunity for employees of your
company to contribute voluntarily. The ideal result is to establish a matching gift
program between your corporation (and its employees) and Jacob’s Heart Cancer
Support Services. If this is not a possibility, we are also open to the idea of helping you
contribute to Jacob’s Heart in other ways and via other methods that we can discuss
more in person or over the phone.

If you are interested in helping out in any way, I would love to schedule a time to talk on
the phone to provide you with more information and ways that your corporation can
assist Jacob’s Heart and positively impact the community.

Thank you so much for your consideration,

Justin Galvin
Santa Clara University Class of 2019
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2) Internal:
*In the case that the corporation is willing to set up a matching gift program

Dear Employees of [Insert Name of Corporation here),

[Insert Company Name Here] is proud to have established a matching gift program with
Jacob’s Heart Cancer Support Services located in Watsonville, California. Jacob’s Heart
exists to improve the quality of life for children with cancer, and support their families in
the challenges they face. They offer a variety of services to children diagnosed with
cancer and their grieving families, and we are excited to fulfill [Insert Company Name
Here]’s community outreach and social responsibility by matching any employee gifts to
the foundation. Jacob’s Heart receives 100% of their funding from private donors, with
no contribution from the government. Our gifts will assist their organization in tangible
and meaningful ways, and we implore anybody willing to help us make a positive
impact.

Attached to this email is a memo from Jacob’s Heart expressing their gratitude towards
our company, outlining their mission in a more detailed manner, and explaining how
your donations will assist their services and efforts.

We encourage all of our employees to participate in our newly established matching gift
program with Jacob’s Heart Cancer Support Services and make a positive impact on
the community.

Sincerely,
[Insert Company Name Here]
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3) Internal:
*In the case the corporation can not commit to matching gift, but is willing to advertise
Jacob’s Heart Cancer Support Services within their company:

Dear Employees of [Insert Name of Corporation here]:

As part of [Insert Company’s Name Here]’s corporate social responsibility efforts, we

are sending this email to help raise awareness and encourage employee donations to
Jacob’s Heart Cancer Support Services located in Watsonville, California. Jacob’s Heart
exists to improve the quality of life for children with cancer, and support their families in
the challenges that they face. The members of Jacob’s Heart have generously educated
us about the service that they offer, and expressed their sincere gratitude for any donor
that is willing to help their wholesome and community-uplifting cause.

Attached to this email is a pamphlet from Jacob’s Heart outlining their mission in a more
detailed manner, as well as an explanation of how your donations will assist their
services and efforts.

We sincerely encourage all of our employees to support our endeavor to increase

awareness for Jacob’s Heart Cancer Support Services. Your donations will help us
assist them to make a positive impact on our local community and the families that it
consists of.

Sincerely,
[Insert Company Name Here]
 26

B. Memo Deliverable
To: Employees of Potential Partner Company
From: E&A Group
Subject: Employee Giving Program

Congratulations, your company is now partnered

with Jacobs Heart for an Employee Giving
Program. Thank you any and all support you are willing to provide.

What is Jacobs Heart?

Jacobs Heart Cancer Support Services is a non-profit business located in Watsonville,
California. Director Lori Butterworth started the organization in
1998 after her family friend’s son Jacob was diagnosed with
cancer at the age of five. Butterworth recognized that Jacob
was having severe anxiety about his family’s well-being as a
result of his diagnosis, and thus created Jacobs Heart to help
families who have kids with cancer. Jacobs Heart provides
groceries, free summer camps for kids, therapy, events, and
transportation to treatment for families who have kids with
cancer. They receive zero government funding and are
entirely funded by what Butterworth calls the generosity
stream.

What is An Employee Giving Program?

Matching gift program is when each employee specifies an amount that they would like
automatically deducted from their payroll each payment period. The deductions from
each employee are totaled, and then matched by the company. We appreciate any
amount you are willing to give, as every dollar makes a difference to our families.

Can’t Donate, but Still Want to Help Out?

Jacobs Heart has numerous volunteer opportunities for individuals and groups. Some of
these opportunities include packing grocery bags, delivering grocery bags to families,
adopting a family for the holidays, and more. Please check out Jacobsheart.org for
more information, or reach out to Alex Demi, our director of External Programs.
alex@jacobsheart.org
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C. Pamphlet Deliverable
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WORKS CITED

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“Childhood Cancer Statistics | CureSearch.” CureSearch for Children's Cancer,

curesearch.org/Childhood-Cancer-Statistics.

“Corporate Philanthropy: How to Start an Employee Matching Gift Program.”

Insperity, 30 Mar. 2017, www.insperity.com/blog/corporate-philanthropy-start-
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2016, www.jacobsheart.org/mission-and-vision/.

“Key Statistics for Childhood Cancers.” American Cancer Society, 22 Aug. 2016,
www.cancer.org/cancer/cancer-in-children/key-statistics.html

“Matching Gift & Corporate Philanthropy Statistics (Updated).” Double the

Donation, doublethedonation.com/tips/matching-grant-resources/matching-gift-
statistics/.

“Request a Demo.” America's Charities, 1 Oct. 2018, www.charities.org/requestdemo.