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BBVA Compass Non Profit Contributions Process Call__4_25_14

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Tanishia Jones

This document outlines an agenda for a webinar about BBVA Compass' nonprofit contributions. The agenda includes an introduction to BBVA Compass, an overview of their community giving priorities and application process, a guided tour of the applicant portal, and a question and answer session. It provides information on BBVA Compass' focus areas of education and community development, the eligibility requirements to apply for funding, the application format and review process, and answers to frequently asked questions.

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April 25, 2014 Corporate Responsibility and Reputation BBVA Compass Nonprofit Contributions Webinar
April 25, 2014 2 1. Introduction to BBVA Compass 2. Community Giving Priorities & Application Process 3. Guided Tour of Applicant Portal 4. Attendee Q&A Agenda
April 25, 2014 3 BBVA Compass and our Responsible Business Model
April 25, 2014 4 7,512 Branches 50 Million Clients $826 Billion in Total Assets BBVA is a full-range financial services group operating in more than 30 countries around the globe 109,305 Employees
April 25, 2014 5 BBVA Compass is a Sunbelt-based financial institution which operates 685 full-service branches in Alabama, Arizona, California, Colorado, Florida, New Mexico and Texas. We are among the top 20 largest commercial banks in the U.S. based on deposit market share and ranks among the largest banks in Alabama (2nd), Texas (4th) and Arizona (5th).
April 25, 2014 6 Community Relations Team Charitable Contributions, BBVA Compass Volunteers, Compass Charity, FDIC Money Smart, EverFi, Junior Achievement, Services and Investments for LMI Communities, Public Relations and Storytelling, Social Media and Special Events Community Giving Employee Involvement Financial Education Community Reinvestment Act Sustainability Reporting 24 22 21 Local Market Delivery
April 25, 2014 7 Award-Winning Employee Involvement 2011: 60,000 hours 2012: 70,000 hours 2013: 72,000+ hours Volunteer Connection NBA Cares Reading Counts Food Banks 950 charities 3,900EEs $1.3million
April 25, 2014 8 Financial Education For All Ages 6/21/2013
April 25, 2014 9 CRR Reporting and Sustainability CR Annual Report Intranet Stories Employee Communications Official Reports Sales Presentation Content Award Applications Survey Responses
April 25, 2014 10 Community Giving Priorities & Application Process
April 25, 2014 11 In 2013, the BBVA Compass Foundation awarded just over $5.5 million dollars in support to nonprofits across our banking footprint These nonprofits represent an array of mission-driven efforts that impact low to moderate income communities Education and Community Development are top priorities and the focal point of our responsible business approach to corporate contributions Nonprofit Contributions Focus Areas
April 25, 2014 12 To be considered for a charitable contribution by the BBVA Compass Foundation an applicant must: Complete the Eligibility Quiz The full set of applicant requirements is available online and for your review at www.bbvacompass.com/foundation. Foundation contributions are solely for registered 501(c)(3) nonprofits. Participate in a contributions webinar Webinars are scheduled on a monthly basis and we are committed to ensuring all applicants understand the complete process; thank you for your engagement! Complete and submit an online grant request application The deadline is September 30, 2014, though we strongly encourage applications prior to this date. Many of our local markets will spend down their budgets by July 30. Upon submitting your application, you will receive an email notification that your application is complete and in queue at the Foundation. Eligibility Guidelines
April 25, 2014 13 As you develop your proposal and complete your request you will have an opportunity to: Clearly align your project directly to one focus area Demonstrate your organizations record of impact Communicate projected impact in low-to-moderate income communities Define past, present or future employee involvement with BBVA Compass Make the case for financial support The Application Format
April 25, 2014 14 Is the project aligned to business strategy? Is this a grant request or a ticketed event sponsorship request? Minimum requirements met Project proposal review Operations and financial review Program officer recommendation The Application Process Step 1 Due Diligence Step 2 Committee Level Reviews complete applications Determines approvals and declinations at the recommendation of CROs Applicants receive communication regarding the status of their request For approvals, funds disbursed and grantee impact report due 90 days after close of calendar year Community Relations Officers Local Market Executives Step 3 Determination
April 25, 2014 15 A few reminders and tips While BBVA Compass supports ticketed events from time to time, these are paid for directly by the bank NOT the Foundation. Applications to the Foundation are for projects and programs that will generate direct social impact, NOT special events. The review process and final decision may take 90-120 days from the time you submit your application to the time you receive notification. We will correspond with you directly at the time a decision has been reached. Please log back in to the application portal and review the status of your proposal if you have questions. As a rule of thumb, we encourage you to ask for the financial support your organization needs and substantiate it in your application. However, on average, most grants (including first-year awards) typically range from $2,500 to $10,000. Anticipate your needs for the full fiscal year and please only submit only one request per year. Additional Application Guidance
April 25, 2014 16 Tour of Applicant Portal
April 25, 2014 17 Foundation website: www.bbvacompass.com/foundation Foundation grant questions: grants@bbvacompass.com Sponsorships for ticketed events: sponsorships@bbvacompass.com Key Website and Email Addresses
April 25, 2014 18 Questions & Answers
April 25, 2014 19 Frequently Asked Questions If my organization doesnt currently have BBVA Compass employees involved as volunteers, are we still eligible to apply? Yes, you are eligible. You will have an opportunity to outline any future activities for employee involvement in the application. Im having difficulty choosing a focus area, how do I qualify my organization? Focus area is based on your organizations mission statement NOT your project description. Refer to your organizations mission statement for explicit reference of the appropriate focus area.
April 25, 2014 Corporate Responsibility and Reputation BBVA Compass Nonprofit Contributions Webinar

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BBVA Compass Non Profit Contributions Process Call__4_25_14

  • 1. April 25, 2014 Corporate Responsibility and Reputation BBVA Compass Nonprofit Contributions Webinar
  • 2. April 25, 2014 2 1. Introduction to BBVA Compass 2. Community Giving Priorities & Application Process 3. Guided Tour of Applicant Portal 4. Attendee Q&A Agenda
  • 3. April 25, 2014 3 BBVA Compass and our Responsible Business Model
  • 4. April 25, 2014 4 7,512 Branches 50 Million Clients $826 Billion in Total Assets BBVA is a full-range financial services group operating in more than 30 countries around the globe 109,305 Employees
  • 5. April 25, 2014 5 BBVA Compass is a Sunbelt-based financial institution which operates 685 full-service branches in Alabama, Arizona, California, Colorado, Florida, New Mexico and Texas. We are among the top 20 largest commercial banks in the U.S. based on deposit market share and ranks among the largest banks in Alabama (2nd), Texas (4th) and Arizona (5th).
  • 6. April 25, 2014 6 Community Relations Team Charitable Contributions, BBVA Compass Volunteers, Compass Charity, FDIC Money Smart, EverFi, Junior Achievement, Services and Investments for LMI Communities, Public Relations and Storytelling, Social Media and Special Events Community Giving Employee Involvement Financial Education Community Reinvestment Act Sustainability Reporting 24 22 21 Local Market Delivery
  • 7. April 25, 2014 7 Award-Winning Employee Involvement 2011: 60,000 hours 2012: 70,000 hours 2013: 72,000+ hours Volunteer Connection NBA Cares Reading Counts Food Banks 950 charities 3,900EEs $1.3million
  • 8. April 25, 2014 8 Financial Education For All Ages 6/21/2013
  • 9. April 25, 2014 9 CRR Reporting and Sustainability CR Annual Report Intranet Stories Employee Communications Official Reports Sales Presentation Content Award Applications Survey Responses
  • 10. April 25, 2014 10 Community Giving Priorities & Application Process
  • 11. April 25, 2014 11 In 2013, the BBVA Compass Foundation awarded just over $5.5 million dollars in support to nonprofits across our banking footprint These nonprofits represent an array of mission-driven efforts that impact low to moderate income communities Education and Community Development are top priorities and the focal point of our responsible business approach to corporate contributions Nonprofit Contributions Focus Areas
  • 12. April 25, 2014 12 To be considered for a charitable contribution by the BBVA Compass Foundation an applicant must: Complete the Eligibility Quiz The full set of applicant requirements is available online and for your review at www.bbvacompass.com/foundation. Foundation contributions are solely for registered 501(c)(3) nonprofits. Participate in a contributions webinar Webinars are scheduled on a monthly basis and we are committed to ensuring all applicants understand the complete process; thank you for your engagement! Complete and submit an online grant request application The deadline is September 30, 2014, though we strongly encourage applications prior to this date. Many of our local markets will spend down their budgets by July 30. Upon submitting your application, you will receive an email notification that your application is complete and in queue at the Foundation. Eligibility Guidelines
  • 13. April 25, 2014 13 As you develop your proposal and complete your request you will have an opportunity to: Clearly align your project directly to one focus area Demonstrate your organizations record of impact Communicate projected impact in low-to-moderate income communities Define past, present or future employee involvement with BBVA Compass Make the case for financial support The Application Format
  • 14. April 25, 2014 14 Is the project aligned to business strategy? Is this a grant request or a ticketed event sponsorship request? Minimum requirements met Project proposal review Operations and financial review Program officer recommendation The Application Process Step 1 Due Diligence Step 2 Committee Level Reviews complete applications Determines approvals and declinations at the recommendation of CROs Applicants receive communication regarding the status of their request For approvals, funds disbursed and grantee impact report due 90 days after close of calendar year Community Relations Officers Local Market Executives Step 3 Determination
  • 15. April 25, 2014 15 A few reminders and tips While BBVA Compass supports ticketed events from time to time, these are paid for directly by the bank NOT the Foundation. Applications to the Foundation are for projects and programs that will generate direct social impact, NOT special events. The review process and final decision may take 90-120 days from the time you submit your application to the time you receive notification. We will correspond with you directly at the time a decision has been reached. Please log back in to the application portal and review the status of your proposal if you have questions. As a rule of thumb, we encourage you to ask for the financial support your organization needs and substantiate it in your application. However, on average, most grants (including first-year awards) typically range from $2,500 to $10,000. Anticipate your needs for the full fiscal year and please only submit only one request per year. Additional Application Guidance
  • 16. April 25, 2014 16 Tour of Applicant Portal
  • 17. April 25, 2014 17 Foundation website: www.bbvacompass.com/foundation Foundation grant questions: grants@bbvacompass.com Sponsorships for ticketed events: sponsorships@bbvacompass.com Key Website and Email Addresses
  • 19. April 25, 2014 19 Frequently Asked Questions If my organization doesnt currently have BBVA Compass employees involved as volunteers, are we still eligible to apply? Yes, you are eligible. You will have an opportunity to outline any future activities for employee involvement in the application. Im having difficulty choosing a focus area, how do I qualify my organization? Focus area is based on your organizations mission statement NOT your project description. Refer to your organizations mission statement for explicit reference of the appropriate focus area.
  • 20. April 25, 2014 Corporate Responsibility and Reputation BBVA Compass Nonprofit Contributions Webinar