Case Studies  / Disaster Giving Strategic Action Plan

Global disaster giving strategy helps not harms

KEY information
completed 2022


Our experts guided the leadership team to deliver a collaborative outcome


IFM investors were seeking a guiding document to formalise their commitment to support disaster relief recovery efforts across their global operations.

The brief expanded to include an effective approach to support employee giving, while providing a connection to the business continuity and corporate social responsibility processes already established across the organisation.

Our approach

We worked with the senior leadership team to identify how their business could best consistently support communities in and around their operations no matter where they were based.

Critical to developing the strategy was creating understanding around the benefits of goodwill before – not just during or after – a disaster and specifying to what types of disasters it would be directed.

All outcomes were captured within our four-step strategic approach.

The 10-step Audit was a great starting point to bring our team together and deep dive into the fundamentals around our giving

Lauren Owens
Senior Associate, Responsible Investment
at IFM Investors

Delivering a four-step solution for good


We recommended a tailored four-step solution that included:

STEp 1

A one-hour online workshop with cross business unit heads to run our 10-step audit workshop, positively received with all participants contributing to a holistic approach. Feedback included all participants were able to contribute and understand the benefits of planned disaster giving.

STEp 2

Creating IFM Investors’ support philosophy to integrate audit findings with the current internal policy before presenting our recommendations. This was a strategic way to embed the existing culture and set a new approach.

STEp 3

We drafted the IFM Investors Strategic Action Plan for Disaster Giving, recently presented to the Executive Board.

STEp 4

A pre-season refresher will take place later this year.