Indicators

4.1.1 Cash value of community support as % of pre-tax (UK only) profit
4.1.2 Estimated combined value of staff time, gifts in kind, management costs and support  directly to the community as a result of commercial initiatives
4.2.1 Individual value of staff time, gifts in kind, management costs and community support through commercial initiatives
4.2.2 Project progress and achievement against measures
4.2.3 Leverage of other resources
4.3.1 Impact of community programmes
4.3.2 Perception measures of the company as a good neighbour

4.1.1 Cash value of community support as % of pre-tax (UK only) profit:

2003	2004	2005	2006
3.3%	0.6%	0.4%	0.4%

Comment:

This is the cash value of our business contribution to the Zurich Community Trust (UK) Ltd, a UK registered charity through which Zurich delivers support to a wide range of community needs. Zurich UK is a member of the London Benchmarking Group (a network of over 100 UK based companies) and our total contribution shown in 4.1.2 below is calculated using their methodology and is shown within other indicators. Financial data forms part of the annual cycle of London Benchmarking Data collection and updated financial data, in line with the LBG model.

Zurich in the UK is part of the global Zurich Financial Services company and contributes to overall group profit.

4.1.2 Estimated combined value of staff volunteering in business tine, gifts in kind, management costs and business funded support directly to the community (per LBG methodology):

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4.2.1 Estimated combined value of staff time, gifts in kind, management costs and support directly to the community as a result of commercial initiatives:

2003	2004	2005	2006
£4,188,145	£3,787,484	£3,127,509	£2,460,914

Comment:

Total contribution to the community, including the value of professional skills transferred in business time, was 2.6% of UK profits for the year 2001.

Financial data forms part of the annual cycle of London Benchmarking Data collection and updated financial data, in line with the LBG model, will be available in June 2004.

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Individual value of staff time, gifts in kind, management costs and community support through commercial initiatives:

	2003	2004	2005	2006
Charitable activity Zurich Cares - staff and adviser charitable giving	£1,490,512	£1,559,092	£1,241,740	£559,777
Community Investment  Transformation & Zurich Cares community investment programmes	£1,263,803	£1,391,748	£1,253,006	£1,368,021
Management costs	£615,600	£587,529	£452,200	£373,574
Zurich Community commercial activities	£818,230	£249,115	£198,613	£159,542

Comment:

Data capture processes will make 2007 data available in July 2008.

The Zurich Community Trust (UK) Ltd focuses support through dedicated, longer-term Trust programmes and through an active staff and adviser charity fund "Zurich Cares". The commercial activities cover various community projects, working alongside commercial sponsorship.

In 2006 a further £1.1 million was leveraged through financial donations and own time volunteering of UK staff through the programmes led by the Community Trust.

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4.2.2 Project progress and achievement against measures

Key objectives

2006 was a successful year for Zurich Community Trust. In addition to programme and grant delivery as outlined above, there was a strong delivery against the following key performance indicators:

Area	Target	Achievement
Fundraising income generated from Zurich employees and outsourced colleagues	£400K - £450K	£436,800
Fundraising income from Openwork employees and members	£400K - £450K	£478,100
Give As You Earn take up rate Zurich employees	18-19%	20.4%
Regular Giving take up Openwork employees and members	40%+	39.6% employees 45.7% franchisees
Team Challenges	158	188
Completed India Assignments	6	2
Regular volunteering schemes	19	20
Completed Skillshare projects	60	68
Seeing is Believing or Hearing is Believing participants	300	251
Leveraged matched funding on existing programmes	£200K	£209,999
Delivery within agreed expense budgets	On or within 1% of budget	5% under budget
Evidence of positive stakeholder feedback and impact	Comprehensive evidence	Comprehensive Social Audit report collating internal & external stakeholder feedback (available to download from www.zurich.org.uk)
Community Management Score in Business in the Community Corporate Responsibility Index	95%	97%

The leveraged skills and time from Zurich employees enabled Zurich Community Trust to add more value to the community and to help disadvantaged people in the community lead a more independent life.

The feedback from stakeholders who had received grants through the Trust's programmes showed that 77% of them had been able to attract further funds due to our support.  Also as a result of our funding 80% had reduced client isolation, 70% improved client independence, 63% enabled their clients to play a more active role in the community and 58% helped clients access services.

The subsidiary company Community Trust Services Ltd enabled the Trust to raise further funds of £5,000 through Gift Aid of taxable profit.

Future Plans and Objectives

The following strategic objectives have been agreed with the Board of Trustees for the 2007 period supported by key targets and measures:

• Deliver the Zurich Cares employee involvement programme leveraging fundraising, time and skills from Zurich UK staff and involving them in grant making, where possible integrating third party suppliers.
• Leverage additional funding from Trusts, Foundations and Philanthropists to increase impact with our transformational programmes.
• Continue to develop a sustainable ‘Breaking The Cycle’ programme making a measurable difference to the children of drug misusing parents.
• Continue to develop and deliver a sustainable Older People ‘Call in Time’ programme using telephone volunteers to transform the lives of isolated older people.
• Develop and deliver a sustainable Mental Health and Families programme demonstrating measurable impact.
• Integrate volunteering opportunities through Transformation programmes as part of the Zurich Cares programme.
• Deliver and evaluate the India Programme leveraging key business skills from Zurich and other sources to continue to build the capacity of NGO’s.
• Manage and deliver the Openwork Foundation programmes and the continued leveraging of funds and involvement from Openwork staff and financial advisers. 
• Evaluate the future of the Openwork Foundation as a supported fund within the Trust.
• Regular, pro-active and targeted communications to all donors who could engage with Zurich Community Trust’s programme to inform existing supporters and to engage new.
• Raise the profile of the Zurich Community Trust as a charity with innovative and high quality programmes to attract additional funding, add value to our charity partners and positively support the indirect reputation of Zurich as the major donor.
• Manage the risks, budgets, administration and systems for all programmes to a high and compliant quality.
• Ensure that the Governance of the Trust is robust and independent from Zurich and fully compliant with SORP requirements.

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4.2.3 Leverage of other resources

The Community Trust Programmes have directly leveraged additional funds through either matched funding  from other funders or donations of personal time and money from Zurich employees.

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4.3.1 Impact of community programmes:

• An increase in the provision of eye operations by an average of 50% in the hospitals supported through the India Programme
• 1167 India children with disabilities provided with access to education for the first time
• 4203 cancer patients helped with nursing care
• 117 orphaned children in Sierra Leone now in extended family homes
• 525 financially disadvantaged people with disabilities have reached new levels of independence
• Funding of a Financial Co-ordinator post for Can Do with the Scarman Trust supports Social entrepreneurs across 5 UK regions
• Partner organisations capacity to provide service enhanced
• National Quality Care Standards implemented in 90 day and home care services operated by the Alzheimer's Society, including a new manual and training programme for 750 care staff
• Specialist reminiscence training for family, carers and health professionals with 6 replicated models in the UK
• Over 600 voluntary organisations in the UK helped through grants of £2.3 million
  and over 8,000 days of business time and own time volunteering through Zurich led community programmes
• 6 fully trained and matched Canine Partners assistance dogs will save the UK Government £240,000 per annum care costs.
  

Comment
Social accounting techniques are used to measure impact. Examples shown are of impact through partnership.

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4.3.2 Perception measures of the company as a good neighbour

No current data to report
 

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