Liberty Mutual Giving Report

Our philanthropy is focused on programs with initiatives dedicated to:

Empowering individuals who are experiencing homelessness

Advancing access for people with disabilities

Expanding educational opportunities for underserved students

Supporting Liberty Torchbearers, our employees who give back

Annual letters

Liberty Mutual CEO David Long volunteers along with Liberty Mutual employees at Cradles for Crayons during Serve with Liberty.

Elisabeth Jackson, executive director of Bridge Over Troubled Waters, greets David at the Liberty House ribbon-cutting ceremony.

David celebrates with Marty Walsh, mayor of Boston, at the Artists For Humanity EpiCenter.

David receives The Dimock Difference Leadership Award, presented by Dr. Myechia Minter-Jordan, president & CEO of the Dimock Center, and Bob Rivers, chairman & CEO of Eastern Bank.

A message from Chairman & CEO, David H. Long

2018 was a milestone year for our philanthropic work at Liberty Mutual, marking the 15th anniversary of Liberty Mutual Foundation and the expansion of our Liberty Torchbearers program. Reflecting on this past year, I’m keenly aware of what an honor it is to support the life-changing work of our community partners and the philanthropic passions and expertise of our employees.

Philanthropy is at our core, both as a business and as individuals. Together with our employees, Liberty Mutual contributed $45 million toward vitally important nonprofit causes across the country. Our ambition is to help people move forward confidently and to be there for them when their need is greatest.

This goal also guides our philanthropic mission: to empower people who are experiencing homelessness, advance access for people with disabilities and expand educational opportunities for underserved students.

In 2018, we weren’t the only ones celebrating a special year. Three of our close partners were as well — Bridge Over Troubled Waters, More Than Words and Artists For Humanity — as significant investments from Liberty Mutual came to fruition. New facilities and renovations will enable these organizations to reach a greater number of under-resourced teens and young adults, including those experiencing homelessness, and to support them with job training, housing and educational opportunities. Having participated on site visits at all of these organizations, I was thrilled to experience firsthand the before-and-after of their transformations.

Through Liberty Torchbearers, we’ve found more and more ways for our employees to stand alongside our community through Give, Serve and Volunteer with Liberty — all under the Liberty Torchbearers banner. During Serve with Liberty, I was proud to join fellow Liberty employees at Cradles to Crayons and the Emerald Necklace Conservancy and to see the impact of our collective work.

Moving forward, we’ll keep striving to be a trusted partner, to leverage the commitment and compassion of our employees, and to put the full strength of Liberty behind the causes that we care about.

David H. Long
Chairman & Chief Executive Officer, Liberty Mutual Insurance

Melissa MacDonnell, center, meets with the Rev. Samuel Acevedo from the Boston Higher Education Resource Center (HERC) and Erin Diaz, director of operations, HERC at Conversations with Liberty.

Klare Shaw, national director of programs, Liberty Mutual Foundation greets Robert Pulster, regional coordinator at the U.S. Interagency Council on Homelessness at Conversations with Liberty.

Melissa MacDonnell and David Long join Mayor Marty Walsh and members of Bridge Over Troubled Waters at the official opening of Liberty House, a new residence for young people experiencing homelessness, made possible by a $1 million gift from Liberty Mutual Foundation.

A message from our foundation president

I’m excited to introduce this year’s report of Our Giving. In the pages ahead, we share the incredible work our partner organizations are doing to empower and uplift the people they serve, and the many ways Liberty Mutual employees give back.

We are an organization that is deeply committed to learning. Once again, we developed our strategic plan for the year based on the feedback from our many partners. To all who shared their input: Thank you.

In 2018, we strengthened our commitment to the issue of youth homelessness, collaborating with other funders, attending and hosting events, and engaging deeply with key partners and influencers.

The ribbon-cutting at the new Liberty House at Bridge Over Troubled Waters, with city officials and program participants at our side, epitomized this integrated approach — and was a truly memorable moment.

We were also proud to work with the city of Boston as it secured a $4.9 million planning grant from the federal government to address youth and young adult homelessness in the region.

Meanwhile, our employees joined together as a community during this year’s Give with Liberty campaign to support A Way Home America — a national initiative that galvanizes communities to end youth homelessness.

Looking to 2019 and beyond, we will continue to be a dedicated collaborator, convener, facilitator and partner — roles we are proud to hold.

Melissa M. MacDonnell
President, Liberty Mutual Foundation

Conversations with Liberty

Conversations with Liberty brings thought leaders and subject matter experts together to share “ideas worth spreading” and help broaden perspectives on issues we care about as a community. At our first event, Chris Gardner, a motivational speaker whose life story was the inspiration for the critically acclaimed film “The Pursuit of Happyness,” discussed his experience with homelessness in the early 1980s while raising his toddler son. In addition, Jamila Bradley shared a perspective on the issues of youth and young adult homelessness and the Rev. Liz Walker of Roxbury Presbyterian Church moderated a discussion and Q&A. We’re excited to host more Conversations in the year ahead.

The Rev. Liz Walker, left, of Roxbury Presbyterian Church, moderates our first Conversation with Liberty, with Jamila Bradley, a local advocate, and best-selling author Chris Gardner.

We believe in empowering people who are experiencing homelessness by supporting organizations that help meet the full continuum of needs, from housing and meals to health services and job training.

Liberty House at Bridge Over Troubled Waters

Transforming the lives of youth experiencing homelessness

“Being a part of the Liberty House program has allowed me to realize it’s all going to be okay.”

Liberty House resident Jessica Freeman with Elisabeth Jackson, executive director of Bridge Over Troubled Waters

Helping teens and young adults experiencing homelessness find a path to independence takes more than food and shelter; it takes organizations like Bridge Over Troubled Waters that take a holistic approach to serving young people.

Last year saw an exciting new milestone in our ongoing relationship with Bridge, with the opening of Liberty House, funded by a major grant from Liberty Mutual. At Liberty House, young adults who have graduated from other Bridge programs can live independently in safe, comfortable surroundings while they pursue a degree, build their credit history and develop the life skills they need to thrive.

A home that actually feels like one

Liberty Torchbearers, employee volunteers from Liberty Mutual, helped clean and decorate Liberty House to get it ready for its new residents.

More Than Words

Job training that launches at-risk youth toward success

“We often say we’re in the ‘mattering’ business, helping young people realize that they matter, helping them reclaim a sense of self.”

Jodi Rosenbaum, founder and executive director of More Than Words

More Than Words empowers young adults who are or have been in the foster care system, court-involved or facing homelessness to take charge of their lives by taking charge of a $4 million bookselling business. Participants learn diverse job skills and life essentials like finding housing and keeping a budget, preparing them for meaningful careers and successful adult lives.

Last year, Liberty Mutual was proud to help fund the expansion of the Liberty Bookstore at More Than Words in Boston, which will allow the organization to nearly double the number of young people they reach.

Making personal and professional connections

Liberty Torchbearers regularly lend a hand at the Liberty Bookstore at More Than Words.

Mark Touhey, Liberty Mutual senior vice president and corporate secretary and More Than Words board member, was the first customer of the bookstore on opening day and purchased the novel “The Invention of Wings” by Sue Monk Kidd.

Above: Griffin, of More Than Words, stands among rows of books resold online. Right: During Serve with Liberty, Liberty Mutual Torchbearers helped organize the inventory.

Philanthropy Massachusetts Summer Fund Camperships

makes it possible for children, some experiencing homelessness, to learn, play and blossom at academic and recreational summer camp programs. At camp, children get the structure, safety and food security they wouldn’t always have over the summer.

Metrocrest Services

provides food, rent/mortgage and utility assistance to low-income families and seniors in crisis, helping to lower their risk of homelessness.

We believe in expanding educational opportunities for underserved students, with targeted support for career training and academic and enrichment programs that open the door to new possibilities.

Artists For Humanity

Giving urban teens a path to paid employment in art and design

“AFH taught me how to interact with those around me without fear, and gave me the confidence to experiment with different art forms.”

Namie Talbot-Gomez, right, youth employee at Artists For Humanity

New learning opportunities can be bridges to self-sufficiency for under-resourced youth. Artists For Humanity (AFH) offers urban teens training and paid employment in art and design, showing them how fine-art skills can lead to real-world careers in graphic arts, video production, 3D design and more.

Liberty Mutual deepened its commitment to AFH with a $1.5 million grant to expand the organization’s EpiCenter. At the new Liberty Career Center at the EpiCenter, teens can explore a range of job opportunities, including projects for Liberty Mutual. In fact, AFH teens created artwork that now hangs in the Liberty House at Bridge Over Troubled Waters.

Jason Talbot, cofounder/special projects director, Artists For Humanity stands in the new Liberty Career Center.

Putting our partners’ talent on display

Teens from Artists For Humanity created the beautiful Olympic torch sculpture on display at Liberty Mutual’s Boston headquarters, in conjunction with our sponsorship of Team USA at the Olympic Games and Paralympic Games PyeongChang 2018.

AVANCE North Texas

Full STEAM Ahead introduces pre-K students to the magic of science and excitement of math through a “Peep and the Big Wide World” curriculum developed with WGBH. The program also engages parents, with training to help them spark and encourage their children’s learning.

The Clubhouse Network

gives urban teens a pathway to STEM careers. The Liberty Mutual Learning Lab at the organization’s new flagship location in Roxbury is a space where teens can work on projects in coding, software development and more.

Catholic Charities’ Teen Center at St. Peter

is a safe haven for youth in grades 7 – 12, offering academic support, arts and culture activities, and sports and recreation programs during after-school hours and over the summer.

Sociedad Latina

provides academic support and arts and culture activities for Latinx youth and English-language learners in middle school through college, to help them succeed in school and beyond.

We believe in advancing access for people with disabilities by partnering with neighborhood cultural and recreational programs that assure inclusive environments for people with disabilities.

My Possibilities

gives individuals in Texas with cognitive disabilities the chance to continue their education after high school, providing socialization opportunities and programs for developing vocational, trade and independent living skills.

VSA Massachusetts (formerly Very Special Arts)

provides opportunities for students with and without disabilities to meaningfully connect with each other through the arts with its COOL Schools program, that includes offering music instruction to students of all abilities at Charlestown High School.

We believe in supporting and celebrating Liberty Torchbearers, our employees who help make lives better with their inspiring work for the causes they care about, through Serve with Liberty, Give with Liberty and Volunteer with Liberty.

Liberty Torchbearers give their time, talent and resources.

“I was fortunate enough to win a $2,500 grant from Liberty for Care and Share, the food relief organization where I volunteer every week. That’s food for 50 families in Southern Colorado for a month. Programs like Volunteer with Liberty truly show that the company and its employees are invested in serving the community. We can say, ‘this is what I believe in,’ and the leadership provides the mechanism to support it.”

Keith Ward, IT project manager, Liberty Mutual, Colorado Springs

Generosity is a value that’s deeply embedded in the culture of Liberty Mutual. We’re continually inspired by the passion our employees bring when it comes to giving back, and this year was no exception. Liberty Torchbearers community service programs offer employees multifaceted ways to support the causes they care about.

Once again, more than half or our global employees spread out into their local communities to do hands-on work for our partner nonprofits during Serve with Liberty, our annual days of community service in May.

Fifty-seven percent of employees chose to Give with Liberty. Liberty matched 50 percent with no upper limit for each dollar they contributed to health and human service charities.

The new Volunteer with Liberty program recognizes the volunteer work that employees do on their own time, individually or with their co-workers, sharing skills and expertise, as well as pro bono and board service. Their volunteer time makes them eligible to make grant awards to the nonprofit organizations they care about.

Serve with Liberty

Serve with Liberty2018 key highlights

2,759

projects completed worldwide

1,284

agencies served

countries participated

55%

global employee participation

96,916

hours served

Give with Liberty2018 key highlights

$18M

contribution total (employee and corporate match)

$513

average employee gift

7,808

charities supported

56%

employee participation

$264k

raised (employee and company match)

2,505

employees donated to help end youth homelessness

Charlestown High School Job Shadow Day

Volunteer with Liberty2018 key highlights

34,911

volunteer hours logged

employees logged more than 100 hours

1,398

nonprofits received grants directed by employees

$598k

in grants directed by employees

number of states where nonprofits received a grant

590

nonprofits with volunteers

2018 Total Giving

Corporate GivingGrants by funding strategy

Accessibility

Homelessness

Education & Enrichment

Corporate GivingGrants by program area

Arts

Civic/Community

Education

Health & Human Services

Total Corporate & Employee Giving

Liberty Mutual Foundation	$21,210,000
Other Corporate Contributions and Sponsorships	$12,733,428
Total Corporate Giving	$33,943,428
Employee Giving	$10,604,090
Total Corporate & Employee Giving	$44,547,518

Serve with LibertyTotal Value of Hours Served*

$2,392,856

(rate set by independentsector.org)

Give with LibertyTotal Employee Giving

$10,604,090

2018 Grants

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Other Investments

Low-Income Housing Tax Credits (LIHTC): As part of our commitment to community development and homelessness relief efforts, Liberty Mutual Investments has committed approximately $770 million in equity to low-income housing tax credits over the past eight years. These investments have contributed to the development of 49,330 affordable housing units spanning all 50 states and the District of Columbia.

Property Casualty Initiative (PCI) Fund, LLC: Liberty Mutual is the majority participant in the Massachusetts PCI Fund, a statewide community loan fund that has created or preserved 5,819 units of affordable housing, funded 115 small businesses and 26 economic development projects, and created or retained more than 3,536 jobs.

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