Public Welfare Care

Care for Society

Because we are concerned about social change, we encourage our subsidiaries to integrate their operations with the concept of giving back to the community and working with stakeholders to expand their social impact.

The Group has long been concerned about disadvantaged groups and has used its core competencies in financial services to help build a charitable donation platform, linking shareholders, customers, employees, suppliers, communities, and the media to help rural areas, children from disadvantaged families, physically and mentally challenged, and disadvantaged groups to enjoy equitable access to socio-economic resources. We are also committed to narrowing the gap between urban and rural areas and building a society with equal opportunities and balanced resources.

ACTION PLANS
Care for disadvantaged groups affected by major disasters Yuanta Bank ”Give Love, Give Warmth” Donation Platform Yuanta Happiness Day Yuanta Charity Shoebox Financial education for disadvantaged groups Microinsurance Donations Long-term cooperation and support of social welfare organizations: Taiwan Fund for Children and Families, Taitung Kids' Bookhouse, Harmony Home Taiwan
2022 Goal
Operational Benefits Brand recognition and corporate image exposure more than 100,000 times. Increase 1 social welfare group each year that can directly receive donations on the donation platform through integrating with business operations to donate through Yuanta Bank credit cards and Yuanta Bank e-banking website. Reach NT$1 million amount of micro-insurance donations for disadvantaged groups. Increase the number of projects that integrate financial operations and services with social welfare to continuously promote the model of integrating financial operations with social engagements. Social/Environmental Benefits Reach 100 groups of partner organizations Continue to focus on rural children and vulnerable groups, organizing financial and wealth management at least 10 events.
2022 Results
Operational Benefits Attracted over 210,000 instances of brand exposure. Use Yuanta Credit Card to make 487 donations, NT$1.284 million, on the donation platform, accounting for 97.93% of donations. Using Yuanta's online banking to transfer 44 donations of NT$27,168 accounting for 2.07% of donations. The groups collaborating with “Give Love Give Warmth” platform achieved 27. Donated more than NT$1.75 million to underprivileged groups to get micro insurance coverage with Yuanta Life. As of this year, the number of transactions that have used Yuanta mobile payment tools exceeded 1.4 million with transaction amounts exceeding NT$1.1 billion. Social/Environmental Benefits Donated NT$19.28 million. The value of the material donation is approximately NT$372,000. 11,000 beneficiaries. 114 organizations benefitted. A total of 1.31 million was donated using the philanthropic donation platform. Financial education for disadvantaged groups includes 6 Yuanta Financial Management Day events, benefiting 152 people; 2 “Little Sapling” events, benefiting 31 people︔ 1”Bringing the Smiles Back to the Elders”event, benefiting 63 people︔ 11”Safeguarding Senior Citizens”events, benefiting 211 people. A total of 20 events were held during the year, benefiting a total of 483 people.
2023 Goal
Operational Benefits Brand recognition and corporate image exposure more than 200,000 times. Increase 28 social welfare groups that can directly receive donations on the donation platform through integrating with business operations to donate through Yuanta Bank credit cards and Yuanta Bank e-banking website. Reach NT$1.3 million amount of micro-insurance donations for disadvantaged groups. Increase the number of projects that integrate financial operations and services with social welfare to continuously promote the model of integrating financial operations with social engagements. Social/Environmental Benefits Reach 100 groups of partner organizations. Continue to focus on rural children and vulnerable groups, organizing financial and wealth management at least 20 events.
2025 Goal
Operational Benefits Brand recognition and corporate image exposure more than 200,000 times. Increase 30 social welfare groups that can directly receive donations on the donation platform through integrating with business operations to donate through Yuanta Bank credit cards and Yuanta Bank e-banking website. Reach NT$1.6 million amount of micro-insurance donations for disadvantaged groups. Increase the number of projects that integrate financial operations and services with social welfare to continuously promote the model of integrating financial operations with social engagements. Social/Environmental Benefits Reach 120 groups of partner organizations. Continue to focus on rural children and vulnerable groups, organizing financial and wealth management at least 25 events.

Public Service Highlights

Little Saplings Campaign

Yuanta Life has always been committed to disadvantaged children and youths in remote areas, and actively practices inclusive finance. Besides providing basic protection through offering the injury micro-insurance, we help to instill the roots of financial education in children through the “Little Saplings” volunteering event. Yuanta Life colleagues actively serve as volunteers and combine education with games to teach the children to understand, prevent, diversify, and transfer risks, as well as develop proper concept of risk and financial knowledge.

Safeguarding Senior Citizen Programs

Yuanta Life is concerned about the risk of financial frauds committed against senior citizens. By organizing activities designed to care for senior citizens and to prevent financial frauds, including “Bringing the Smiles Back to the Elders” and “Safeguarding Senior Citizens”programs, Yuanta Life leads corporate volunteers to visit and serve senior citizens, elders residing alone, and elders suffering from dementia at community centers and day care centers throughout Taiwan. Financial fraud prevention handbooks are also used to assist the senior citizens in becoming more aware of financial risks.

Charity Shoebox

Yuanta Funds regularly holds the charity shoebox donations. This year marks the fifth year of the charity shoebox event. Starting in Hualien, the event has been held in Taitung, Pingtung, and Kaohsiung and this year in Tainan, with the aim of eventually making a full circle around Taiwan. Each year we collaborate with the education bureau of each city to conduct a survey on the stationery disadvantaged children need, use the shoe boxes which are reusable from our employees, and wrap the stationery as Christmas presents for the children. In 2022, we brought 465 heartwarming Christmas presents for students at 13 schools throughout Tainan to celebrate an early Christmas with the children, and to turn our care for society into action.