Matching Gifts from the Corporate Perspective Bill Carpenter ExxonMobil Foundation December 2, 2009

2 ExxonMobil Programs Programs for ExxonMobil employees & retirees: Educational Matching Gift Program - 3 to 1 match to colleges and universities up to $7,500 per eligible donor per year In 2008, employees & retirees donated more than $11.1 million to 900 colleges & universities. In April 2009, ExxonMobil made matching donations of more than $25.4 million. Cultural Matching Gift Program – 1 to 1 match to arts and cultural organization up to $2,000 per eligible donor per year In 2008, employees & retirees donated more than $2.2 million to 1,650 cultural organizations. ExxonMobil made matching donations of more than $1.5 million. Volunteer Involvement Program - $500 grant to most charitable organizations after eligible participants volunteer 20 hours In 2008, ExxonMobil volunteers donated more than 495,700 hours to 4,200 organizations. ExxonMobil made grants totaling $7.0 million.

3 ExxonMobil Programs Programs for heritage Mobil retirees: Mobil Retiree Matching Gift Program – 1 to 1 match to most charitable non-profit organizations up to $5,000 per Mobil retiree per year In 2008, Mobil retirees donated more than $4.1 million to 4,050 non-profit organizations. ExxonMobil made matching donations of more than $3.3 million. Volunteer Involvement Program - $500 grant to most charitable organizations after eligible Mobil retirees volunteer 40 hours In 2008, Mobil retirees donated more than 105,700 hours to 590 non-profit organizations. ExxonMobil made grants totaling $770,000.

4 Matching Programs Why do corporations have matching gift programs? Provides employee benefits and increases morale Improves external public relations – social responsibility Promotes broad-based philanthropic programs ExxonMobil Foundation: Encourage employees & retirees in their personal giving and volunteering in the community where they live and work Allows ExxonMobil and our employees to be seen in the community Maintain positive relations with colleges and universities where employees attended Primary support for the arts in local communities

5 Trends in Matching Programs Recent economic downturn has had some negative impacts Mergers and corporate takeovers continue to change landscape of Programs Program Administration Most companies now outsource administration to reduce costs ExxonMobil Foundation uses J. K. Group Some companies administer Programs in-house How can you help company’s minimize Program costs?

6 Administration of Programs Who do I contact with questions and problems? Look at the company’s web site or application for the preferred contact (877) Don’t try to circumvent the process If you don’t get the answer you think is correct (not just the answer that you want), ask to talk with someone else If you get conflicting information or the run-around, ask for contact or of person at the company to contact Where can I find policies and guidelines? Included with paper application Company web site –

7 ExxonMobil Web Site

8 Administration of Programs Paper or Electronic? Trend is electronic applications, but most companies accept both Benefits with electronic applications: Eliminates programs costs and lost applications Reduces time required for processing applications Allows organizations to better track processing How can you help companies encourage electronic applications? What if I held a paper application and it’s now past the deadline? Will it still be honored? Depends on the circumstances and the company’s policy ExxonMobil tries to accommodate within reason Less of a problem with electronic applications

9 What Do I Need to Know To… Complete an application? What is the process? Is a certification of gift receipt required? Original signature required? Electronic? Is there a deadline? Are some gifts ineligible for matching? Purpose  athletics, scholarships, alumni associations, religious Donor benefits  subscriptions, tickets, scholarships Track receipt of matching gift payments? When are payments issued? monthly, quarterly, annually Is there a timeframe for requesting missing payment?

10 Other Issues Will companies help me with fundraising? Most companies will not provide employee data or send out solicitations on company letterhead Some companies will post notices on company web sites Best suggestion is to utilize a company ‘agent’ or executive to help Do matching gifts need to be acknowledged? Depends - some companies require receipt, others do not ExxonMobil Foundation does not require receipt

11 Wrap Up Questions?