BBVA Compass Non Profit Contributions Process Call__4_25_14
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April 25, 2014 Corporate Responsibility and Reputation BBVA Compass Nonprofit Contributions Webinar
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Transcript of BBVA Compass Non Profit Contributions Process Call__4_25_14
April 25, 2014 Corporate Responsibility and Reputation
BBVA Compass Nonprofit Contributions
Webinar
April 25, 2014
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1. Introduction to BBVA Compass2. Community Giving Priorities & Application Process3. Guided Tour of Applicant Portal4. Attendee Q&A
Agenda
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BBVA Compass and our Responsible Business Model
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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
109,305Employees
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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 commercialbanks in the U.S. based on deposit market share and ranks among the largest banks in Alabama (2nd), Texas(4th) and Arizona (5th).
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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
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Local Market Delivery
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Award-Winning Employee Involvement
2011: 60,000 hours
2012: 70,000 hours
2013: 72,000+ hours
VolunteerConnectionNBA CaresReading CountsFood Banks
950charities
3,900 EEs
$1.3 million
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Financial Education For All Ages…
6/21/2013
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CRR Reporting and Sustainability
CR Annual Report
Intranet StoriesEmployee CommunicationsOfficial ReportsSales Presentation ContentAward ApplicationsSurvey Responses
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Community Giving Priorities & Application Process
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• 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
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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 webinarWebinars are scheduled on a monthly basis and we are committed to ensuringall applicants understand the complete process; thank you for your engagement!
Complete and submit an online grant request applicationThe 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. Uponsubmitting your application, you will receive an email notification that your application is complete and in queue at the Foundation.
Eligibility Guidelines
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As you develop your proposal and complete your request you will have an opportunity to:
• Clearly align your project directly to onefocus area
• Demonstrate your organization’s 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
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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
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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
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Tour of Applicant Portal
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Foundation website:
www.bbvacompass.com/foundation
Foundation grant questions:
Sponsorships for ticketed events:
Key Website and Email Addresses
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Questions & Answers
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Frequently Asked Questions
If my organization doesn’t 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.
I’m having difficulty choosing a focus area, how do I qualify my organization?
Focus area is based on your organization’s mission statement NOTyour project description. Refer to your organization’s mission statement for explicit reference of the appropriate focus area.
April 25, 2014 Corporate Responsibility and Reputation
BBVA CompassNonprofit Contributions
Webinar
