January 9, 2018 CORPORATE RESPONSIBILITY WEBINAR NATIONAL FOCUS AREAS & COMMUNITY REINVESTMENT ACT (CRA) Public Information
Agenda OVERVIEW OF USAA 2018 GIVING CYCLES CORPORATE RESPONSIBILITY STRATEGY DEEP DIVE PLATFORMS TO ENGAGE Q&A Slides will be posted on usaa.versaic.com on January 15 Public Information 2
Disclaimer The information provided is for informational purposes only and provided solely to help you craft a proposal aligned to USAA s corporate responsibility strategy. Participation in this webinar is not a guarantee of support from USAA, The USAA Foundation, Inc., USAA Federal Savings Bank, USAA Savings Bank, or The USAA Educational Foundation. Public Information 3
Founded by Military Members, for the Military Insuring One Another When No One Else Would Public Information 4
12 Million Members 32,000+ Employees 6 U.S. Offices Chesapeake, Virginia Colorado Springs, Colorado Dallas, Texas Phoenix, Arizona San Antonio, Texas Tampa, Florida Public Information 5
Corporate Responsibility & Community Affairs OUR BRAND OUR SIGNATURE CAUSE NATIONAL FOCUS DIRECT IMPACT TARGETS GOING ABOVE FOR THOSE WHO HAVE GONE BEYOND Support for Military Caregivers, Families of the Fallen, Wounded & Children Promote emotional well-being, healing, support systems and financial empowerment MILITARY FAMILY RESILIENCY Financial Readiness for + Service Members + & Families Improve financial behaviors, habits, stability and security Fulfilling Careers for Veterans & Military Spouses Provide transition assistance and increase sustainable career opportunities LOCAL FOCUS DIRECT IMPACT TARGETS Families in Need + Education + Address basic human needs due to homelessness and hunger Promote mastery of STEM and financial literacy among students and teachers Safety & Natural Disaster Response Support safety, prevention and natural disaster relief efforts for communities we serve COMMUNITY AFFAIRS DIRECT IMPACT TARGETS Economic Development + Workforce Development + Arts & Culture Support programs that promote job creation, higher wages and affordable housing Help diverse, disadvantaged and low-to-moderate income residents contribute to a viable workforce Stimulate local support, interest and education in the arts and promote a vibrant downtown Public Information
National, Local & CRA NATIONAL Focused on military, beneficiaries nationwide LOCAL: 6 U.S. Offices CRA: Chesapeake, Virginia Colorado Springs, Colorado Dallas, Texas Phoenix, Arizona San Antonio, Texas Tampa, Florida 13 States (red stars) Organizations located in the 6 office communities may apply within local or national focus areas. Las Vegas, Nevada (blue) VISIT usaa.versaic.com for eligibility criteria Public Information 7
2018 Giving Cycles WHEN YOU CAN APPLY We accept requests for charitable contributions during the following periods: Organizations located in campus communities may apply within local or national focus areas. Public Information 8
Application Guidance Bundle requests for support into one application events & programs Programming requests are preferred Prioritize your highest, most aligned need Submit no more than once per cycle Include quantitative as well as qualitative measures for outputs, outcomes, and impact The online grant application is for all of USAA s funding sources: USAA The USAA Foundation, Inc. USAA Federal Savings Bank USAA Savings Bank The USAA Educational Foundation Public Information 9
Detailed Design Military Caregivers FOCUS AREA DIRECT IMPACT TARGETS Target Audiences (Recipients): In-Scope Support for Military Caregivers, Families of Fallen, Wounded & Children Promote emotional well-being, healing, support systems and financial empowerment A military caregiver is a family member, friend, or acquaintance who provides care for a military service member with a disabling physical or mental injury Caregiver education and training Peer mentors / career coaching Financial education Community support at home Respite care Out-of-Scope Emergency loans, service animals, college scholarships Public Information 10
Detailed Design Wounded, Ill, Injured Service Members FOCUS AREA DIRECT IMPACT TARGETS Support for Military Caregivers, Families of Fallen, Wounded & Children Promote emotional well-being, healing, support systems and financial empowerment Target Audiences (Recipients): Wounded includes those who are seriously injured/disabled as a result of military service In-Scope Peer mentors / career coaching Financial education Community support at home Suicide prevention Out-of-Scope Emergency loans, TBI and PTS programs, service animals, college scholarships Public Information 11
Detailed Design Community Reinvestment Act FOCUS AREA Community Reinvestment Act: USAA Federal Savings Bank (FSB) USAA Savings Bank (USB) Target Audiences (Recipients): Low-to-moderate (LMI) income individuals (earn less than 80% of the area median income) LMI census tracts (median family income is less than 80% of the area median income) Military community Las Vegas, Nevada (USAA Savings Bank only) In-Scope All Corporate Responsibility Aligned In-Scope Out-of-Scope All Corporate Responsibility Aligned Out-of-Scope Public Information 12
CRA Locations USAA Federal Savings Bank (FSB) States Texas California Virginia Georgia Colorado Maryland N. Carolina New York Tennessee USAA Savings Bank (USB): Las Vegas, Nevada National Military Community Kansas Florida Arizona Kentucky Public Information 13
The USAA Educational Foundation Our Purpose To lead and inspire actions that improve the financial readiness for the military and local community. Our Vision To be recognized as the most trusted and credible financial readiness provider for the Department of Defense, military academies and ROTC detachments. Our Disclaimer The USAA Educational Foundation, a nonprofit organization, does not endorse or promote any commercial supplier, product or service. Our Primary Target Market 18-25 year old Service Member Active/Guard/Reserve and their dependents. Public Information 14
Financial Readiness Products and Channels Seeking nonprofits that have direct access to the currently serving military community to deliver financial readiness products. Public Information 15
The USAA Educational Foundation What s Out Of Scope Individuals seeking CFP status or pursing Finance Degrees Only seeking products/channels to increase financial acumen for our military/families "Off the shelf" commercial products are not in scope Seeking scalable products and channels that can be delivered to our entire military or major segments Public Information 16
Versaic- Grant Applications usaa.com/contributions Public Information 17
Versaic- Grant Applications usaa.versaic.com Public Information 18
Versaic- Grant Applications Resources Available usaa.versaic.com Link to contact Versaic for technical support FAQs Application Preview Workbook In-scope priorities and out-of-scope activities Eligibility criteria Detailed Benevity instructions Public Information 19
Versaic- Grant Applications Reminders This is the only portal for receiving and processing requests for charitable support Please refrain from sending anything via mail or email If we have any questions on your application, we will reach out Add noreply@system.versaic.com as a safe sender since all grant application-related notifications come from that system Public Information 20
Benevity- Volunteers usaa.com/volunteers Public Information 21
Benevity- Volunteers causes.benevity.org usaa-serves Public Information 22
Benevity- Employee Giving causes.benevity.org USAA is moving to open employee giving in 2018 Employees will be able to donate to any nonprofit that meets USAA s eligibility guidelines To register your nonprofit and complete the eligibility verification, watch for an email from Benevity in Q1 Public Information 23
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