January 10, 2018 CORPORATE RESPONSIBILITY WEBINAR LOCAL FOCUS AREAS 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 Education FOCUS AREA Education DIRECT IMPACT TARGETS Promote mastery of STEM and financial literacy among students and teachers Target Audiences (Recipients): PK-12 students and teachers, with an emphasis on low to moderate income public schools, as well as in-district charter schools. In-Scope Programs designed to help youth understand and master the concepts and challenges of basic personal finance Investments in proven programs to build a pipeline of STEM-capable students Opportunities to bring STEM diversity (girls, minorities) STEM/Financial Literacy professional development for educators Out-of-Scope Arts and museums Non-STEM and financial literacy topics College scholarships Private and out-of-district charter schools Support for individual schools Public Information 10
Detailed Design Safety & Natural Disaster Response FOCUS AREA Safety & Natural Disaster Response DIRECT IMPACT TARGETS Support safety, prevention and natural disaster relief efforts for communities we serve Target Audiences (Recipients): Safety and prevention programs and support for USAA campus communities impacted by natural disasters. In-Scope Loss mitigation programs that promote life safety and prevent property damage from natural disasters Support for community recovery after a natural disaster Out-of-Scope Police and fire department programs General consumer safety programs Car seats / cribs Terrorism / man-made disasters Public Information 11
Corporate Responsibility & Community Affairs 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
Detailed Design Economic Development FOCUS AREA DIRECT IMPACT TARGETS Target Audiences (Recipients): In-Scope Economic Development Support programs that promote job creation, higher wages and affordable housing Programs that improve the economic well being of a community through efforts that entail job creation, job retention and quality of life. Key priorities include diverse, disadvantaged, and low-to-moderate income (LMI) populations Entrepreneurship Micro lending Business incubators Neighborhood revitalization Revolving loan funds Affordable housing Business attraction Job creation/ retention/ higher wages Out-of-Scope Legal advice, Policy, Medical access Transportation and infrastructure Venture capital Environmental Recreation and entertainment Tourism Public Information 13
Detailed Design Arts & Culture FOCUS AREA DIRECT IMPACT TARGETS Target Audiences (Recipients): In-Scope Arts & Culture Stimulate local support, interest and education in the arts and promote a vibrant downtown Programs that ensure diverse arts and experiences for residents of the local community; stimulate local support, involvement and education in the arts, promote a vibrant downtown; provide affordable arts & cultural programs. Museums The performing arts; visual arts Public broadcasting and media Preservation programs Cultural centers Libraries Out-of-Scope Therapy Humanities organizations Research and studies Transportation and parking Festivals Public Information 14
Versaic- Grant Applications usaa.com/contributions Public Information 15
Versaic- Grant Applications usaa.versaic.com Public Information 16
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 17
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 18
Benevity- Volunteers usaa.com/volunteers Public Information 19
Benevity- Volunteers causes.benevity.org usaa-serves Public Information 20
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 21
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