Overview of the state of CSI in South Africa

Transcription

1 Overview of the state of CSI in South Africa 24 May 2016 Presented by: NICK ROCKEY

2 Agenda Research highlights Conference panel perspectives on CSI Trialogue initiatives 2

3 RESEARCH HIGHLIGHTS 3

4 CSI expenditure (R billion) CSI expenditure in South Africa decreased to R8.1 billion in Nominal Real (adjusted for inflation) Base year: 2001 Source: Trialogue CSI Handbook 18 th edition Base year:

5 The top 100 companies accounted for two thirds of the total estimated CSI expenditure % Less than R25m per company 42 18% R25 - R50m per company 20% R50 - R100m per company % More than R100m per company 15 0 # of top-100 companies % expenditure (R5.4 billion) Source: Trialogue CSI Handbook 18 th edition 5

6 CSI expenditure is concentrated nationally and in Gauteng National Gauteng Western Cape KwaZulu-Natal Eastern Cape Free State North West Limpopo Mpumalanga Northern Cape International % corporate support % CSI expenditure Source: Trialogue CSI Handbook 18 th edition 2015: n = 76, corporate support 2015: n = 76, CSI expenditure 6

7 Education continues to receive the most support Education Social and community development Health Food security and agriculture Entrepreneur and small business support Sports development Environment Arts and culture Non-sector specific donations and grants Housing and living conditions Disaster relief Safety and security Other % corporate support % CSI expenditure Source: Trialogue CSI Handbook 18 th edition n = 78, % corporate expenditure n = 78, % corporate support 7

8 NPOs receive 52% of total CSI expenditure To non-profit organisations To government institutions To for-profit service providers To government departments To industry initiatives To religious institutions To political parties To community trusts Other % corporate support % CSI expenditure Source: Trialogue CSI Handbook 18 th edition 2015: n = 79, corporate support; multiple responses 2015: n = 79, CSI expenditure 8

9 Governments, not corporates, were the largest source of NPO funding in 2015 Government (South African) Corporates Trusts/foundations Private individuals Foreign independent donors Self-generated Foreign state donors The National Lotteries Board Intermediary NPOs Investment income Debt Other 2015 n= n= % NPO response % NPO income Source: Trialogue CSI Handbook 18 th edition 2015: n = 93 9

10 % NPO respondents The majority of non-profits reported increased income in Stayed the same Decreased Increased Source: Trialogue CSI Handbook 18 th edition 2015: n = : n =

11 76% of corporates funded more than 10 organisations in 2015 Number of organisations supported Less than five Six to ten 11 to to to 100 More than n= % corporate respondents Source: Trialogue CSI Handbook 18 th edition 11

12 % total expenditure Non-cash giving stable at 10% of total CSI expenditure non-cash cash n= n= n= n= n=77 Source: Trialogue CSI Handbook 18 th edition 12

13 Most corporates are willing to discuss expanding programmes, few are willing to discuss loans and reserves Expanding programmes Multi-year funding General operating support Acquiring or renovating a facility Working capital (cash flow needs) Flexible capital for change/growth Reserves for operating needs Reserves for long-term facility/fixed assets Reserves for other purposes Not willing to engage on any of these topics 2015 n=80, multiple responses 2015 n=75, multiple responses Paying off loans % NPO response % corporate response Source: Trialogue CSI Handbook 18 th edition 13

14 Most companies report no link between CSI and skills or enterprise development No linkage CSI projects feed into the programme Managed by the same people in the company Use the same service providers Other % corporate response Skills development Enterprise and supplier development Source: Trialogue CSI Handbook 18 th edition n = 66, multiple responses 43

15 A high rate of corporates and NPOs reportedly measure all CSI projects Impacts Outcomes Outputs 2015 n= n=75 Activities Inputs % NPO response % corporate response Source: Trialogue CSI Handbook 18 th edition Corporates: 75, multiple responses NPOs: n = 98, multiple responses 15

16 Concluding remarks Growth in total CSI expenditure is slowing National projects and those in Gauteng continue to receive the largest share of CSI budgets Education continues to receive the most spend, and this is focused at school-level and maths and science Large companies are still not particularly focused Giving is still largely traditional to projects run by NPOs with few considering new structures or finance mechanisms Companies and NPOs increasingly claim to conduct M&E and measure outcomes of all projects 16

17 CONFERENCE PANEL PERSPECTIVES ON CSI 17

18 Funding innovations BBBEE Social enterprise Enterprise development SOCIO-ECONOMIC DEVELOPMENT FUNDS Impact Bonds Crowd funding Skills training Non-cash contributions 18

19 Monitoring and evaluation 19

20 Collaboration in education 20

21 Skill development and employability 21

22 CSI in Africa 22

23 ICT in education 23

24 Conscious giving 24

25 TRIALOGUE INITIATIVES 25

26 Trialogue initiatives 26