1. ETHICAL
CROWDFUNDING
–
why
doing
good
is
actually
good
for
business
Patrick
Vieljeux,
CEO
&
Founder
,
Carmen
Romero,
Chief
Innovation
Officer
OSI
Geneva
Forum
@
United
Nations
Geneva,
Switzerland
Wed.
December
16,
2016
Our
Values
–
4
Es:
Empathy
Ethical
Behaviour
Empowerment
Efficiency
Twitter:
#causedirectchangemakers
@causedirect
@romero_carmen
@PatrickVieljeux

2. Confidential
2
Beyond Giving.
B e y o n d g i v i n g
Agenda
-­‐ 1-­‐minute
interview
-­‐ The
story
of
Causedirect.org
-­‐ Registration:
5
easy
steps
-­‐ Becoming
a
Certified
B-­‐Corporation
-­‐ Now
-­‐ The
Future
-­‐ Causedirect’s
2020
Goals
-­‐ A
few
final
words
-­‐ Q&A
1

3. Confidential
3
Beyond Giving.
B e y o n d g i v i n g
-­‐
1-­‐minute
interview
" Question
1:
What
is
your
uniqueness?
" Question
2:
What
was
your
childhood
dream?
" Discussing
answers
2

4. Confidential
4
Beyond Giving.
B e y o n d g i v i n g
-­‐
The
story
of
Causedirect.org
3

5. Confidential
5
Beyond Giving.
B e y o n d g i v i n g
-­‐
Registration
:
5
Easy
Steps
1.
Create
your
online
log
in
details
www.causedirect.org
2.
Fill
in
the
self
assessment
ques=onnaire
–
25
ques=ons:
good
governance
and
best
prac=ce
3.
Add
your
PayPal
account
details
4.
Send
addi=onal
documents:
latest
audited
reports,
etc.
5.
Create
your
online
page
for
all
to
see
and
start
receiving
dona=ons!
4

6. Confidential
6
Beyond Giving.
B e y o n d g i v i n g
-­‐
Becoming
a
Certified
B
Corporation
5

7. Confidential
7
Beyond Giving.
B e y o n d g i v i n g
-­‐
Now
Vital
Stats:
80
Projects
in
35
countries
4
companies
registered
in
2015
300,000
employees
engaged
in
2015
6

8. Confidential
8
Beyond Giving.
B e y o n d g i v i n g
-­‐
The
Future
CauseCash
TM
Vital
Stats:
200+
Projects
by
the
end
of
2016
20+
companies
registered
in
2016
600,000
employees
engaged
in
2016
10+
Million
USD
raised
in
2016
100,000+
donors
in
2016
7

9. Confidential
9
Beyond Giving.
B e y o n d g i v i n g
-­‐
Causedirect’s
2020
Goals
Goal
1:
Causedirect
is
the
leading
funding
plaTorm
for
impact
projects.
Goal
2:
Causedirect
has
created
a
standard
of
ethical
crowdfunding
around
the
world.
Goal
3:
Causedirect
is
leading
conversa=ons
globally
with
Public,
Private
and
Government
en==es
around
harnessing
private
wealth
towards
the
greater
good.
Goal
4:
Causedirect
is
the
reference
tool
for
corporate
social
engagement.
8

10. Confidential
10
Beyond Giving.
B e y o n d g i v i n g
-­‐
A
few
final
words
You
can
all
make
a
difference
in
your
life
and
in
your
work
environment.
You
are
all
leaders.
You
have
to
find
your
uniqueness
and
make
it
work
for
you.
Be
Fearless.
Be
the
change
you
want
to
see.
May
the
force
be
with
you
:
)
9

11. Confidential
11
Beyond Giving.
B e y o n d g i v i n g
-­‐
Q&A
10

12. Confidential
12
Beyond Giving.
B e y o n d g i v i n g
Patrick
Vieljeux:
Chief
Executive
Officer
and
Founder
Patrick
worked
for
20
years
in
the
hedge
fund
industry
in
London,
New
York
and
Zurich.
Until
recently,
Patrick
advised
emerging
start-­‐ups
on
developing
alternative
fund
management
activities
by
sharing
the
fruit
of
his
extensive
marketing
expertise
with
clients.
In
2012,
after
loosing
both
his
parents
to
a
cancer
and
as
the
father
of
two
boys,
one
of
them
handicapped,
he
sought
more
purpose
in
life
and
looked
for
ways
to
help
people
help
others.
That’s
how
Causedirect
was
born
in
order
to
put
his
rich
professional
experience
in
support
of
sustainable
projects
around
the
world.
Patrick
studied
economy
and
international
finance
at
the
University
of
Paris
Dauphine
where
he
obtained
his
Master’s
degree.
Patrick
now
lives
in
Geneva.
Carmen
Romero
von
Banga:
Chief
Innovation
Officer
Carmen
has
worked
in
private/investment
banking
&
private
equity.
Between
1998-­‐2010,
Carmen
has
created,
structured
and
implemented
projects
in
the
areas
of
social
innova=on
and
enterprise,
youth
educa=on
and
job
crea=on,
corporate/UHNWI
philanthropy
&
corporate
CSR
ini=a=ves
worldwide.
Since
2011,
Carmen
is
a
Business
Mentor
with
the
Cherie
Blair
Founda=on
for
Women
in
Business.
Since
June
2014,
Carmen
serves
as
a
Business
Coach
with
Ashoka
in
Switzerland.
Carmen
is
an
ac=ve
advocate
in
maeers
of
women's
empowerment,
sustainability,
and
educa=on.
She
sits
on
the
Board
of
The
Non
Violence
Project
Founda=on
www.nonviolence.com
and
is
a
Trustee
of
www.eartheeduca=onproject.org.
.
Carmen
has
been
recently
named
Chair
of
the
Advisory
Board
of
the
Poverty
Museum
ini4ated
by
Prof.
Muhammad
Yunus,
2006
Nobel
Peace
Prize.
Carmen
is
a
published
author,
writer
and
public
speaker
She
graduated
in
Finance
and
Banking.
Born
in
Geneva,
she
has
lived/worked
in
Asia,
Europe
and
La=n
America..
Contact
Details
The
team
Causedirect
Sàrl
Swiss-­‐based
non
profit
organiza4on
with
charitable
status
n
°IDE
CHE-­‐336.057.832
22
Rue
Merle
d’Aubigné
1207
Geneva,
Switzerland
www.causedirect.org
Patrick
Vieljeux
|
Founder
&
CEO
Email:
pvieljeux@causedirect.org
Mobile:
+41
79
205
66
86
Carmen
Romero
|
CIO
Email:
cromero@causedirect.org
Mobile:
+41
78
888
79
68
Twitter:
@romero_carmen
11

13. Confidential
13
Beyond Giving.
B e y o n d g i v i n g
-­‐
Causedirect.org
" What
we
do
at
Causedirect.
" What
we
are
planning
for
the
future.
Universities.
Ashoka.
Vision
" A
global
community
of
social
changemakers
committed
to
creating
positive
lasting
impact.
Mission
" To
connect
social
impact
projects
with
global
corporations,
empowering
their
employees
to
go
beyond
giving
and
to
become
social
change
makers.
What
we
do
" A
unique
ready
to
use
solution
allowing
corporations
and
their
employees
to
express
their
social
engagement
via
a
grant
matching
tool.
In
2016:
introducing
mentoring.
In
2017:
volunteering.
Social,
human
and
financial
capital.
Our
differences
" The
only
not-­‐for-­‐profit
organisation
to
apply
ethical
crowdfunding
principles
in
the
corporate
environment.
" The
only
not-­‐for-­‐profit
organisation
that
reinvests
annual
surplus
back
into
the
causes
it
serves.
" We
are
called
Causedirect
because
all
donations
are
given
directly
to
causes
by
donors.
" The
most
rigorous
and
robust
selection
process
of
social
impact
projects
based
on
good
governance
and
best
practice.
12

14. Confidential
14
Beyond Giving.
B e y o n d g i v i n g
-­‐
B-­‐Corp
" What
is
a
B-­‐Corp?
www.bcorporation.net
A
benefit
corpora4on
or
B-­‐corpora4on
-­‐
=
" For-­‐profit
corporate
en=ty
" POSITIVE
IMPACT
on
SOCIETY
and
the
ENVIRONMENT
in
addi=on
to.
" B
corps
differ
from
tradi=onal
corpora=ons
in:
PURPOSE,
ACCOUNTABILITY,
and
TRANSPARENCY,
but
not
in
taxa=on.
" 1,400
B
Corps
in
42
countries
and
over
120
industries,
including
Ben
&
Jerry’s,
Patagonia,
Kickstarter,
and
Seventh
Genera=on.
" SOCIAL
CHANGE
" REDEFINE
SUCCESS
" Causedirect.org:
a
Certfied
B-­‐Corporation
(Causedirect’s
score:
147/200
-­‐
average
companies
is
90).
13