Ratings, Overhead, and Measuring Impact: How to Use Your Social Sector Excell...
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
4. April 25, 2014
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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
109,305
Employees
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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 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).
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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
22
21
Local Market Delivery
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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
3,900 EEs
$1.3 million
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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 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
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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 one
focus 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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Foundation website:
www.bbvacompass.com/foundation
Foundation grant questions:
grants@bbvacompass.com
Sponsorships for ticketed events:
sponsorships@bbvacompass.com
Key Website and Email Addresses
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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 NOT
your project description. Refer to your organization’s mission
statement for explicit reference of the appropriate focus area.
20. April 25, 2014 Corporate Responsibility and Reputation
BBVA Compass
Nonprofit Contributions
Webinar
