1 1 Corporate Philanthropy PACE Center for Girls January 15, 2010

2  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?

3  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

4  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

5 BCBSF AT A GLANCE BCBSF 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

6  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

7  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

8 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

9  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

10  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

11 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

12 QUALITIES OF EXCELLENT PROPOSALS  Energy  Commitment  Collaboration  Comprehensiveness  Demonstrated Capacity  Expertise  Clarity  Benefits  Effectiveness  Cultural Competence