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Foreword, Preface and Prologue |
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Chapter 1: |
Getting to the Heart of the Corporation: Effective Pro Bono Strategies |
John D Feerick ~ Fordham University School of Law |
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- § 1:1 : Introduction9
- § 1:2 : A New Level of Involvement10
- § 1:3 : How to Start12
- § 1:4 : Some Examples of Service15
- § 1:4.1 : Helping a Not-for-Profit Organization15
- § 1:4.2 : What Some Large Companies Are Doing15
- § 1:4.3 : Small Legal Departments16
- § 1:5 : Overcoming Some Typical Obstacles16
- § 1:5.1 : Licenses16
- [A] : Partnering with Licensed Attorneys17
- [B] : Projects That Do Not Require a License17
- [C] : Educational Activities17
- § 1:5.2 : Malpractice17
- § 1:5.3 : Conflicts18
- § 1:6 : Conclusion18
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Chapter 2: |
In-House Counsel Pro Bono Programs |
Madeleine Schachter ~ Global Access to Technology for Development |
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- § 2:1 : Introduction24
- § 2:2 : Factors that Affect Participation by In-House Counsel24
- § 2:3 : Reasons to Launch an In-House Pro Bono Program28
- § 2:4 : Issues to Consider in Implementing an In-House Pro Bono Program33
- § 2:4.1 : Nature of Pro Bono Work33
- § 2:4.2 : Nature and Scope of Pro Bono Commitment37
- § 2:4.3 : Conflicts-of-Interest Checks39
- § 2:4.4 : The Approval Process42
- § 2:4.5 : Insurance Coverage43
- § 2:4.6 : Use of Company Resources44
- § 2:5 : Launching an In-House Pro Bono Program45
- § 2:5.1 : Announcement and Publicity45
- § 2:5.2 : Hosting CLE and Other Events45
- § 2:5.3 : Informational Listserv and Corporate Intranet Postings46
- § 2:5.4 : Frequently Asked Questions46
- § 2:5.5 : Resources for Pro Bono Programs48
- § 2:6 : Administration of an In-House Counsel Pro Bono Program49
- § 2:6.1 : Company Pro Bono Coordinator49
- § 2:6.2 : Methods of Pro Bono Service50
- § 2:6.3 : Monitoring and Feedback52
- § 2:7 : Conclusion55
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Chapter 3: |
In-House Counsel: The New Face of Pro Bono |
Esther F. Lardent ~ The Pro Bono Institute
Anthony L Moffa ~ The Pro Bono Institute |
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- § 3:1 : Introduction58
- § 3:2 : Forces Behind the Current Explosion of Interest in In-House Pro Bono59
- § 3:2.1 : Corporate Social Responsibility59
- § 3:2.2 : Diversity61
- § 3:2.3 : Heightened Stature of In-House Counsel61
- § 3:2.4 : Benchmarking Peer Departments62
- § 3:2.5 : Impact of the Pro Bono Revolution Among Major Law Firms62
- § 3:3 : Addressing Obstacles to In-House Pro Bono63
- § 3:3.1 : Multijurisdictional Practice63
- § 3:3.2 : Malpractice Insurance65
- § 3:3.3 : Conflicts of Interest66
- § 3:3.4 : Transferable Skills Sets66
- § 3:3.5 : Time Constraints67
- § 3:4 : Current State of Pro Bono in Legal Departments68
- § 3:4.1 : Broadened Participation68
- § 3:4.2 : Signature Projects Versus “Cafeteria” Pro Bono69
- § 3:4.3 : New Service Models70
- § 3:4.4 : Integration with CSR Efforts71
- § 3:4.5 : Pro Bono Partnerships and Collaborations71
- § 3:4.6 : Global Pro Bono71
- § 3:4.7 : Bringing Corporate Culture to Pro Bono72
- § 3:4.8 : In-House Pro Bono and the “Great Recession”72
- § 3:5 : Future of Corporate Pro Bono73
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Chapter 4: |
Caterpillar's Use of 6 Sigma to Evaluate, Develop, and Implement a Program |
Michael Sposato ~ Caterpillar Inc
JP Kumar ~ Caterpillar Inc |
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- § 4:1 : Introduction75
- § 4:2 : What Is 6 Sigma?76
- § 4:3 : Caterpillar Adopts 6 Sigma78
- § 4:4 : Developing the Business Case for Pro Bono (Project Charters)79
- § 4:5 : Organizing the Team82
- § 4:6 : Regulatory Hurdles84
- § 4:7 : Malpractice Review87
- § 4:8 : Voice of the Business88
- § 4:9 : Integrating the Voice of the Business with the Voice of the Customer91
- § 4:10 : Setting the Structure94
- § 4:11 : Developing Metrics: What Is Success?96
- § 4:12 : Conclusion98
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Chapter 5: |
Ethical Considerations in Pro Bono Representation |
Mark L Karasik ~ Baker & McKenzie LLP
Kathleen T Sanderson ~ Baker & McKenzie LLP |
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- § 5:1 : Background102
- § 5:2 : Expectations About Pro Bono Service104
- § 5:3 : Duty to Engage in Competent Representation107
- § 5:4 : Vetting Prospective Pro Bono Representations108
- § 5:5 : Checking for Conflicts of Interest109
- § 5:5.1 : Types of Conflicts109
- [A] : Concurrent Conflicts109
- [B] : Positional or Issue Conflicts113
- [C] : Personal Conflicts113
- § 5:5.2 : Resolving Conflicts114
- § 5:5.3 : Conflicts Issues in Short-Term Limited Scope Representations115
- § 5:6 : Avoiding Unauthorized Practice of Law118
- § 5:7 : Identifying the Client120
- § 5:8 : Engagement Letters121
- § 5:9 : Confidentiality Among Referring Nonprofits and Clients122
- § 5:10 : Advancing Expenses in Pro Bono Litigation123
- § 5:11 : Conclusion124
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Chapter 6: |
CitiLegal Pro Bono Initiative |
Mara Byrne ~ Citigroup
David Goldberg ~ Citigroup |
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- § 6:1 : Introduction128
- § 6:2 : The Setting: Differences Between Corporations and Law Firms129
- § 6:3 : Starting an In-House Pro Bono Program132
- § 6:3.1 : Recognizing the Impact of Geographic Location132
- § 6:3.2 : Establishing a Governance Structure133
- § 6:3.3 : Progressing Without a Dedicated Staff or Budget133
- § 6:3.4 : Coordinating with Other Corporate Volunteer Initiatives134
- § 6:3.5 : Identifying and Addressing Potential Conflicts134
- § 6:4 : Attracting In-House Volunteers135
- § 6:4.1 : Maintaining the Work-Life Balance136
- § 6:4.2 : Leverage Extensive Experience136
- § 6:4.3 : Create Transactional or Other Nonlitigation Opportunities137
- § 6:4.4 : Help Build Culture and Identity138
- § 6:4.5 : Involve Nonpracticing Lawyers138
- § 6:5 : Structuring In-House Pro Bono Projects138
- § 6:5.1 : Identifying Opportunities138
- § 6:5.2 : Partnering with Law Firms and Legal Service Organizations139
- [A] : Resources and Organizational Support140
- [B] : Training and Expertise140
- § 6:5.3 : Organizing One-Day Events141
- § 6:5.4 : Facilitating Ongoing Projects (Short- and Long-Term)142
- § 6:5.5 : Acknowledging the Effect of Size and Location of Volunteer Pool142
- § 6:5.6 : Managing Expectations143
- § 6:5.7 : Creating Opportunities to Interact with Colleagues144
- § 6:6 : From Successful Projects to Sustained Programs144
- § 6:6.1 : Strong Governance Structure145
- § 6:6.2 : Role of Middle Managers146
- § 6:6.3 : Widespread and Frequent Communication146
- § 6:6.4 : Coordination with Established Corporate Initiatives147
- § 6:7 : Challenges for the Future148
- § 6:7.1 : Find Better Ways to Track and Measure Progress148
- § 6:7.2 : Expand Opportunities and Focus on Client Impact148
- § 6:7.3 : Develop Work in Smaller Cities and Other Countries149
- § 6:7.4 : Leverage Volunteers from Other In-House Professions149
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Chapter 7: |
American Express's In-House Pro Bono Program; And Appendices 7A-7F |
Ruth L. Stark ~ American Express
Wanji J. Walcott ~ American Express Travel Related Services Company, Inc.
Tim Heine ~ American Express
Brooke Fritz ~ IBM
Angel P Nguyen ~ American Express Co |
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- § 7:1 : Introduction152
- § 7:2 : Starting the Program153
- § 7:2.1 : Assessing Employee Interest153
- § 7:2.2 : Executive Sponsorship154
- [A] : The “Why”154
- [B] : Grassroots Support155
- [C] : It’s Official!156
- [D] : Leading by Example156
- [E] : Ensuring Follow-Through157
- § 7:2.3 : Defining Program Parameters157
- [A] : What Is Pro Bono?157
- [B] : Who Can Perform Pro Bono Service?157
- [C] : Formal Pro Bono Policy158
- [D] : Alignment with Philanthropic Organizations and Foundations159
- [E] : Establishing a Pro Bono Committee159
- [F] : Pro Bono Time Tracker160
- § 7:2.4 : Insurance160
- § 7:2.5 : Identifying Pro Bono Matters161
- § 7:2.6 : Conflict Checks162
- § 7:2.7 : Engagement Letters162
- § 7:2.8 : Partnering with Law Firms162
- § 7:3 : Keeping the Program Going163
- § 7:3.1 : Maintaining Volunteer Interest163
- [A] : Communications163
- [B] : Contests165
- [C] : Pro Bono Fair166
- [D] : Continuing Legal Education Seminars167
- § 7:3.2 : Ongoing Activities167
- [A] : Time Tracking167
- [B] : Committee Meetings and Roles167
- [C] : Funding168
- [D] : Keeping Up with Partners and Community168
- [E] : Programming169
- § 7:4 : Straight from the Workhorse’s Mouth170
- § 7:4.1 : Questions You’ve Had, But Never Wanted to Ask About Pro Bono171
- § 7:4.2 : Trials and Errors173
- § 7:4.3 : Why We Do What We Do: Some Stories174
- Appendix 7A : American Express’s Pro Bono Committee Participation Survey177
- Appendix 7B : Roles of American Express’s Pro Bono Committee179
- Appendix 7C : Elements of American Express’s Pro Bono Policy181
- Appendix 7D : American Express’s Pro Bono Program—New Engagement Checklist183
- Appendix 7E : American Express’s Sample Engagement Letter185
- Appendix 7F : American Express’s Instructions on How to Take on a Matter (The 4 Easy Steps)187
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Chapter 8: |
AOL's Pro Bono Program; And Appendices 8A-8E |
Kelly O'Connor ~ AOL Inc
Peter Vanderloo ~ AOL Inc
Jim Villa ~ AOL Inc
Rebecca Clar ~ AOL Inc.
Robert Wilson ~ AOL Inc |
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- § 8:1 : Introduction189
- § 8:2 : Do We Really Want to Do This?190
- § 8:3 : OK, but We Can’t Do This by Ourselves195
- § 8:4 : How Do We Put This in Writing?198
- § 8:5 : How We Rolled Out Our Program200
- § 8:5.1 : Starting Our Monthly Clinic200
- § 8:5.2 : Training201
- § 8:5.3 : The Clinic in Operation203
- § 8:5.4 : Clinic Follow-Up204
- § 8:6 : Practice Pointers205
- § 8:7 : Keeping Up the Momentum207
- Appendix 8A : Request for Proposal—Pro Bono Partnership209
- Appendix 8B : AOL Legal Department Pro Bono Policy213
- Appendix 8C : Memorandum of Understanding Between AOL LLC and McGuireWoods LLP223
- Appendix 8D : Pro Bono Application Form227
- Appendix 8E : Fairfax Bar Pro Bono Form229
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Chapter 9: |
Pro Bono Service at General Electric |
Hendrik Bourgeois ~ General Electric |
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- § 9:1 : GE’s Legal Organization in Europe231
- § 9:2 : Challenges232
- § 9:3 : Addressing the Challenges234
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Chapter 10: |
In-House Pro Bono at LexisNexis; And Appendix 10A: LexisNexis Group Pro Bono Policy |
R Samuel Snider ~ LexisNexis Group
Selene Edmunds ~ LEXIS NEXIS
Jon Holt ~ LEXIS NEXIS |
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- § 10:1 : Introduction237
- § 10:2 : Corporate Social Responsibility and Pro Bono238
- § 10:3 : Why We Do Pro Bono241
- § 10:4 : Establishing an In-House, Company-Wide Program243
- § 10:5 : Conclusion248
- Appendix 10A : LexisNexis Group Pro Bono Policy249
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Chapter 11: |
An International Perspective from Starbucks |
Axel Viaene ~ Starbucks Coffee
Vanessa Muller ~ Starbucks Coffee |
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- § 11:1 : Introduction257
- § 11:2 : The Pro Bono Tradition at Starbucks258
- § 11:3 : Approaching the Project As In-House Counsel259
- § 11:4 : Importance of Working with Outside Counsel260
- § 11:5 : Diversity and Teamwork261
- § 11:6 : Cultural Perspective262
- § 11:7 : Project Management263
- § 11:7.1 : Formulating Objectives263
- § 11:7.2 : Allocation of Component Tasks264
- § 11:7.3 : Project Coordinator265
- § 11:7.4 : Preparing the Memorandum265
- § 11:7.5 : Client Feedback266
- § 11:7.6 : Debriefing267
- § 11:7.7 : Celebrating Success267
- § 11:8 : Trainee Lawyer Perspective268
- § 11:9 : Conclusion269
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Chapter 12: |
Accenture's Legal Corporate Citizenship Program |
James R. Beyer ~ Accenture LLP |
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- § 12:1 : Origins of the Program271
- § 12:2 : Collaborations with Law Firms273
- § 12:3 : Conclusion275
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Chapter 13: |
Intel's Gardening Guide to Growing a Corporate Pro Bono Program; And Appendices 13A-13B |
Larry A Bennett ~ Intel Corporation
Paul D Schelin ~ Intel Corporation |
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- § 13:1 : Seed Planted: Genesis of Intel’s Program280
- § 13:2 : Fertile Soil: Intel’s Corporate Culture of Volunteerism281
- § 13:3 : Cultivation: Program Formation282
- § 13:3.1 : Weeding the Varietals: Survey Results and Focusing Our Program283
- § 13:3.2 : A Look into the Neighbors’ Gardens: Benchmarking284
- § 13:3.3 : Structuring the Plot: Formalizing the Pro Bono Program and Logistics285
- § 13:4 : Fruits of Labor: Helping Clients and Other Success Stories289
- § 13:4.1 : Planting Initial Crops: Programs Across the United States289
- § 13:4.2 : Cultivating Resources: Selecting Teams290
- [A] : Legal Aid Agency Partnering290
- [B] : Law Firm Partnering291
- § 13:4.3 : Harvesting Initial Crops: Specifics from the Sites292
- [A] : Santa Clara, California Site (San Francisco Area)292
- [B] : Folsom, California Site (Sacramento Area)293
- [C] : Hillsboro, Oregon Site (Portland Area)295
- [D] : Chandler, Arizona Site (Phoenix Area)296
- § 13:4.4 : Periodic Pruning and Fertilizing:Issues Along the Way297
- [A] : Program Details: Start with a Policy and Tools or Develop Along the Way?297
- [B] : Program Promotion: Maintaining Interest and Visibility298
- [C] : Jurisdiction Issues: Influencing the Oregon State Bar Rules298
- § 13:5 : Care and Feeding: Sustaining and Expanding the Program299
- § 13:5.1 : Rotating the Crops: Goal Setting and New Directions299
- § 13:5.2 : New Leadership: Assistant GC as Executive Sponsor301
- § 13:5.3 : New Fields: Expansion of Program to “Virtual” Volunteers301
- § 13:6 : Future Crops: Going Forward302
- Appendix 13A : Pro Bono Survey305
- Appendix 13B : Legal Wiki Sample309
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Chapter 14: |
From Ad Hoc to Business As Usual: Pro Bono at Deloitte |
David Williams ~ Deloitte & Touche LLP
Kerry Francis ~ Deloitte Financial Advisory Services LLP
Mimi H. Justice ~ Deloitte & Touche LLP
Glen Schaeffer ~ Deloitte LLP
Susan M Schumacher ~ Deloitte & Touche LLP |
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- § 14:1 : Rethinking Pro Bono313
- § 14:2 : Evolution of Deloitte’s Program315
- § 14:3 : A New Era317
- § 14:4 : Treating Nonprofits Like Paying Clients323
- § 14:5 : Pro Bono at Deloitte Today326
- § 14:5.1 : A Wide Range of Services326
- § 14:5.2 : Example: A Risk Management Project327
- § 14:5.3 : Example: Improving Access to College328
- § 14:5.4 : Celebrating a Longstanding Commitment330
- § 14:6 : What Deloitte Has Learned331
- § 14:6.1 : Finding the Right Project331
- § 14:6.2 : Driving the Right Process331
- § 14:7 : Evaluating the Program332
- § 14:8 : What’s Next?334
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Chapter 15: |
Ernst & Young: Building a Better Future for Our Communities and Our Own Organization |
Deborah K Holmes ~ Ernst & Young LLP |
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- § 15:1 : Introduction338
- § 15:2 : Mobilizing a Global Cadre of Skills-Based Volunteers338
- § 15:3 : Education339
- § 15:3.1 : Australia: Business Community Offers Partners in Learning Program339
- § 15:3.2 : United States: College MAP340
- § 15:3.3 : South Africa: Schools’ Partnership341
- § 15:4 : Entrepreneurship341
- § 15:4.1 : Sri Lanka: BizPAct341
- § 15:4.2 : France and the World: PlaNet Finance342
- § 15:4.3 : Social Entrepreneur of the Year343
- § 15:5 : The Environment344
- § 15:5.1 : Americas: Greening the Planet While Developing Our Own Capabilities in Sustainability Services344
- § 15:5.2 : UK: Creating Green Thinkers to Reduce Our Environmental Footprint345
- § 15:5.3 : Japan: Developing the Next Generation of Environmental Leaders346
- § 15:6 : Why Put So Much Energy into Corporate Responsibility?347
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Chapter 16: |
Lessons from Microsoft's Immigrant and Refugee Rights Programs |
Anne M Kelley ~ Microsoft Corporation
Lydia G Tamez ~ Microsoft Corporation |
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- § 16:1 : Origins of the Programs351
- § 16:2 : Volunteer Advocates for Immigrant Justice (VAIJ)354
- § 16:2.1 : Partnering355
- § 16:2.2 : Optimizing the Volunteer Experience356
- [A] : Preparation356
- [B] : Matching Volunteers with Experiences359
- [C] : Mentoring and Teaming361
- § 16:3 : Kids in Need of Defense (KIND)363
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Chapter 17: |
Corporate Counsel Pro Bono Coordinators: A Model for an In-House Legal Community; And Appendices 17A-17C |
Kwanza R. Butler ~ TimeWarner Inc. |
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- § 17:1 : Introduction372
- § 17:2 : Reasons for Pro Bono Service373
- § 17:3 : Formation of CCPBC374
- § 17:3.1 : Name and Mission Statement375
- § 17:3.2 : Governing Body376
- § 17:3.3 : Budget376
- § 17:3.4 : Areas of Focus376
- § 17:4 : Current Activities378
- § 17:4.1 : Executive Committee Meetings378
- § 17:4.2 : Membership379
- § 17:4.3 : Events379
- § 17:5 : Best Practices: How to Start a CCPBC in Your Area381
- § 17:6 : Lessons Learned383
- Appendix 17A : In-House Counsel Public Service Initiative385
- Appendix 17B : Corporate Counsel Pro Bono Coordinators: Mission Statement387
- Appendix 17C : Corporate Counsel Pro Bono Coordinators: Frequently Asked Questions389
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Chapter 18: |
Strategic Partnerships at Ashoka |
Kelli Moore ~ Ashoka |
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- § 18:1 : A New Generation of Entrepreneurs395
- § 18:2 : Ashoka’s Vision: “Everyone a Changemaker”397
- § 18:3 : The Role of Corporations in Social Impact399
- § 18:4 : Benefits of Corporate Pro Bono402
- § 18:4.1 : Benefits to the Citizen Organization403
- § 18:4.2 : Benefits to the Volunteer404
- § 18:4.3 : Benefits to the Corporation404
- § 18:4.4 : Benefits to the Business and Citizen Sectors405
- § 18:5 : Challenges and Best Practices406
- § 18:5.1 : Time Pressure406
- § 18:5.2 : Level of Commitment407
- § 18:5.3 : Level of Skills408
- § 18:5.4 : Partnerships408
- § 18:6 : Ensuring Corporate Pro Bono Success409
- § 18:7 : Examples of Ashoka’s Strategic Partnerships411
- § 18:7.1 : Case Study: Corporate Executive Board411
- § 18:7.2 : Case Study: McKinsey & Company413
- § 18:8 : Conclusion414
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Chapter 19: |
Concern Worldwide: Taking Risks and Building Strategic Partnerships on the Road to Innovation |
Tom Arnold ~ Concern Worldwide |
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- § 19:1 : Introduction417
- § 19:2 : Concern’s Mission419
- § 19:3 : Concern’s Strategic, Integrative Approach420
- § 19:3.1 : Engaging Community Resources to Solve Problems420
- § 19:3.2 : Problem-Solving Through Collaborative Community Empowerment422
- § 19:3.3 : Enlisting the Private Sector in Creative Problem-Solving424
- § 19:3.4 : Enticing Collaboration by Philanthropists and Lawyers427
- § 19:3.5 : Leveraging Companies’ Corporate Social Responsibility Initiatives429
- § 19:4 : Assessment of the Impact, Replication, and Scale430
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Chapter 20: |
Pro Bono Teaming |
Madeleine Schachter ~ Global Access to Technology for Development |
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- § 20:1 : Introduction433
- § 20:2 : Types of Teams434
- § 20:2.1 : Partnerships with Public Interest Organizations434
- § 20:2.2 : Teams of In-House and Outside Lawyers436
- § 20:3 : Utility of In-House Counsel and Law Firm Teaming Arrangements436
- § 20:4 : Suitability of Matters for Teaming Arrangements437
- § 20:5 : Strategic Formation and Implementation of Teaming Arrangements439
- § 20:5.1 : The Pro Bono Opportunity439
- § 20:5.2 : Size and Components of the Team440
- § 20:6 : Progression of the Teaming Arrangement442
- § 20:6.1 : Shifting the Relationship Dynamics442
- § 20:6.2 : Engaging in Collaborations442
- § 20:6.3 : Communications in the Teaming Arrangement443
- § 20:6.4 : The Project Leader444
- § 20:6.5 : Teammates’ Expectations445
- § 20:7 : Ancillary Benefits of Teaming Arrangements446
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Chapter 21: |
Appendix: Guidelines for Pro Bono Representations |
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Chapter 22: |
Index to Pro Bono Service by In-House Counsel |
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