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Corporate PhilanthropyPACE Center for Girls

January 15, 2010

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Corporate Social Responsibility – a healthy society needs successful companies

Good business – studies prove brand and reputation are strengthened

Integration of giving goals with company mission; employee satisfaction and retention

Reputation Management -- impact of corporate scandals

Demand for results and ROI

WHY DO COMPANIES GIVE?

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Strategic grantmaking for programs; less fundraising events

Partnership arrangements with other stakeholders

Cause-related giving close to their business goals

Blending of cash and non-cash resources; pro bono

Employee volunteerism and teambuilding

Addressing issues vs. funding specific NPOs

FOCUS ON SOCIAL INVESTING

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Offer networking/thank you events – pair your relationships with theirs

Encourage operational support vs. only program

Employee engagement/value proposition

Responding to immediate needs (hunger, Haiti)

Pre-tax profits: 1% or less to philanthropy

Foundations: Endowed or “pass-through”

TRENDS IN CORPORATE GIVING

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BCBSF AT A GLANCEBCBSF employs 5,880 team

members across the state of Florida

46% – front line employees

40% – individual contributors

5 % – officers and directors

9 % – managers and supervisors

Workforce Makeup

Members Served

• 6.8 million (BCBSF & Subsidiaries)

• 4.2 million (Health Business)

• 31% market share in Florida

Customer Retention

• 92% for 2007

Financials

• $8.4 Billion consolidated revenue

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Blue Cross and Blue Shield of Florida – A long history of helping and caring; mission-driven for all of Florida

Corporate responsibility to provide resources, time and talent to communities

In 2009, the Corporation and our employees invested more than $8 million; our employees volunteered 20,000 hours; Foundation grants and awards -- $3 million

BACKGROUND OF BCBSF GIVING

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Strengthen industry leadership and reputation

Build public support for the value of BCBSF’s local presence in our communities

Support and complement BCBSF’s Mission and Values

Build solid, positive relationships with leaders

Provide employees with a vehicle to give back to their communities

COMMUNITY AFFAIRS GOALS

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Five Components:

The Blue Foundation for a Healthy Florida

Statewide Community Affairs and Corporate Giving

Blue Community Champions Employee Volunteer Program

Local/Regional Community Affairs and Sponsorships

United Way Campaign

All report to Public Affairs to allow enhanced integration, alignment and efficiencies

BCBSF COMMUNITY AFFAIRS PROGRAMS

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PACE Statewide Conference

Hands On Jacksonville “Dose of Caring” Award

Leadership Florida annual support

Komen Race for the Cure sponsorship

Furniture donation for Edward Waters College

Orlando Hispanic Summit

Gifts to Diversity Organizations

BCBSF DIRECT GIVING EXAMPLES

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Primary purpose is to fund and support 501(c) (3) programs and organizations that positively impact the health and well being of uninsured and underserved (e.g., rural, at-risk, low income) Floridians

Enhanced access to quality health-related services for Floridians, particularly the uninsured and underserved

Accomplished through a combination of grants and support for projects, rather than directly financing the provision of health care services (reimbursement of care)

PURPOSE OF THE BLUE FOUNDATION

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Foundation Grants Portfolio

• IMPACT Community Grants (twice/year, RFP)

• Sapphire Award (reward for community excellence)

• Embrace a Healthy Florida (childhood obesity strategic initiative)

• Capacity Building (grantee training, symposiums, alliance training, technical assistance)

• Learn more at www.bluefoundationfl.com

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QUALITIES OF EXCELLENT PROPOSALS

Energy

Commitment

Collaboration

Comprehensiveness

Demonstrated Capacity

Expertise

Clarity

Benefits

Effectiveness

Cultural Competence