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

2022 Results

Indicator：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.

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.

Indicator：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.

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

2023 Results

Indicator: Operational Benefits

Increase the number of social welfare groups to 28 that can directly receive donations on the “Give Love, Give Warmth” 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.

779 donations totaling NT$1.788 million were made using Yuanta credit cards on the donation platform.
The number of groups collaborating with “Give Love, Give Warmth” platform achieved 27.
Donated more than NT$1.75 million to disadvantaged groups to receive micro-insurance coverage with Yuanta Life.

Indicator: Social/Environmental Benefits

Reach 100 groups of partner organizations.
Continue to focus on children in remote areas and disadvantaged groups, and organize at least 20 financial literacy events.

Donated amount: NT$104,360,794.
The value of the donated supplies is approximately NT$1,496,779.
Total number of volunteer participations: 12,109 participations.
Total volunteer service hours: 42,090 hours.
645,297 beneficiaries.
The cumulative number of partner organizations reached 150.
Continued to focus on children in remote areas and disadvantaged groups, and organized 53 financial literacy events./li>

2024 Goal

2024 Results

Indicator: Operational Benefits

Increase the number of social welfare groups to 30 that can directly receive donations on the “Give Love, Give Warmth” 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.

654 donations totaling NT$1.65 million were made using Yuanta credit cards on the donation platform.
The number of groups collaborating with “Give Love, Give Warmth” platform achieved 29.
Donated more than NT$1.727 million to disadvantaged groups to receive micro-insurance coverage with Yuanta Life.

Indicator: Operational Benefits

Reach 120 groups of partner organizations.
Continue to focus on children in remote areas and disadvantaged groups, and organize at least 25 financial literacy events.

Donated amount: NT$105,490,682.
The value of the donated supplies is approximately NT$1,925,847.
The total number of volunteer participations is 16,269.
Total volunteer service hours: 37,273 hours.
774,486 beneficiaries.
The cumulative number of partner organizations reached 125.
Continued to focus on children in remote areas and disadvantaged groups, and organized 32 financial literacy events.

2025 Goal

Indicator: Operational Benefits

Increase the number of social welfare groups to 30 that can directly receive donations on the “Give Love, Give Warmth” 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.

Indicator: Social/Environmental Benefits

Reach 120 groups of partner organizations.
Continue to focus on children in remote areas and disadvantaged groups, and organize at least 25 financial literacy events.

Public Service Highlights

Yuanta Growth Companion Program Series

Yuanta Life has long been committed to supporting underprivileged children in rural areas and actively promotes inclusive financial education. Apart from providing basic coverage through microinsurance, it also brought financial education to the grassroots level through two "Yuanta Growth Companion Series" events, in which Yuanta Life employees served as volunteers and shared through lectures or combined education with games to teach children about risks, and the prevention, diversification, and transfer of risks, so they can develop proper risk concepts and financial knowledge, benefitting a total of 220 children. At the same time, Yuanta Life also connected with "suppliers", which is among one of its stakeholders to take part in the activities and collectively support disadvantaged children and youth. Five suppliers responded to the initiative, contributing to the impact of social welfare efforts.

Charity Donation of Supplies

Yuanta Funds has organized the "Shoebox Donation Drive" program for seven years in a row to care for children in rural areas and those in special circumstances. This project aims to start from Hualien and spread love around Taiwan. This year, the charity effort spread to Yunlin County. Yuanta Funds, with the assistance of education bureaus of city/county governments, first surveys the needs of disadvantaged children, and then employees voluntarily take up the responsibility to fulfill these needs, packing the items into shoebox-sized packages. The packages are delivered on the eve before Christmas as Christmas presents for the children, with the aim of becoming a beacon to encourage disadvantaged children to continue their studies and strive upward. The program benefited 486 children of 45 schools along the coastline of Yunlin County this year, accumulating to more than 3,000 beneficiaries over the seven years of the project.