Citigroup, Inc. · NYSE:C

Citigroup — Citi Foundation — Community Progress Makers Fund Informational Webinar (November 2017)

20 slides from Citigroup's conference presentation, November 2017

1. Slide 1: Community Progress Makers Fund Informational Webinar

   Community Progress Makers Fund Informational Webinar November 2017

2. Slide 2: Welcome! Citi Foundation U.S. Program Officers

   Welcome! Citi Foundation U.S. Program Officers Daria Sheehan Kristen Scheyder Julie Hodgson Senior Program Officer Senior Program Officer Program Officer Metro Areas: Los Angeles Metro Areas: Chicago, Metro Area: New York City & San Francisco Bay Area Miami, & Washington D.C. 2

3. Slide 3: Agenda

   Agenda  Citi Foundation Mission and Focus  Community Progress Makers Fund  Eligibility and Selection Criteria  Grant Application  Timeline  Questions and Answers 3

4. Slide 4: Citi Foundation Mission and Focus

   Citi Foundation Mission and Focus The Citi Foundation works to promote economic progress and improve the lives of people in low-income communities around the world. Investment Portfolios: Pathways to Progress Financial Inclusion Sustainable Cities Youth Economic Opportunities Investment Results: ena

5. Slide 5: Community Progress Makers Fund

   Community Progress Makers Fund The Citi Foundation established the Community Progress Makers Fund, a $20 million initiative, to invest philanthropic equity into visionary organizations that are having significant impact on the communities they serve by better aligning the work of multiple stakeholde

6. Slide 6: Who are Community Progress Makers?

   Who are Community Progress Makers? Community Progress Makers are trusted and established organizations that are aligned with our philanthropic mission, working in new ways to address urban challenges. They are champions who break down silos and work comprehensively and collectively with others to ac

7. Slide 7: Eligibility and Selection Criteria

   Eligibility and Selection Criteria 7

8. Slide 8: Eligibility Criteria

   Eligibility Criteria Applicants must:  Have IRS 501c(3) status and a Federal Employment Identification Number  Have a mission to serve low- and moderate-income communities and/or the ability to demonstrate historical support of primarily low- and moderate-income communities  Have a track record o

9. Slide 9: Selection Criteria

   Selection Criteria Strategic Alignment with Citi Foundation Mission and Focus  Organizations applying to the Fund should be able to demonstrate how their work relates to Citi Foundation’s mission of promoting economic opportunity in low- and moderate-income communities.  Preference will be given t

10. Slide 10: Selection Criteria Continued

    Selection Criteria Continued Organizational Capacity  Be entrepreneurial entities with the ability to lead and guide across sectors  Have demonstrated experience in partnering with other organizations to achieve positive change in communities  Have a track record of using data to inform planning

11. Slide 11: Grant Application

    11 Grant Application Citi Foundation citi

12. Slide 12: Key Components of Grant Application

    Key Components of Grant Application LEADERSHIP AND GOALS FOR COMMUNITY ORGANIZATION INFORMATION ORGANIZATIONAL CAPACITY CHANGE  Governing Information  Leadership  Community Challenge  Bank Information  Capacity to Innovate  Community Outcomes  Financial Information  Experience with Partnersh

13. Slide 13: Key Components of Grant Application

    Key Components of Grant Application LEADERSHIP AND GOALS FOR COMMUNITY ORGANIZATION INFORMATION ORGANIZATIONAL CAPACITY CHANGE  Governing Information  Leadership  Community Challenge  Bank Information  Capacity to Innovate  Community Outcomes  Financial Information  Experience with Partnersh

14. Slide 14: Key Components of Grant Application

    Key Components of Grant Application LEADERSHIP AND GOALS FOR COMMUNITY ORGANIZATION INFORMATION ORGANIZATIONAL CAPACITY CHANGE  Governing Information  Leadership  Community Challenge  Bank Information  Capacity to Innovate  Community Outcomes  Financial Information  Experience with Partnersh

15. Slide 15: Key Components of Grant Application

    Key Components of Grant Application LEADERSHIP AND GOALS FOR COMMUNITY ORGANIZATION INFORMATION ORGANIZATIONAL CAPACITY CHANGE  Governing Information  Leadership  Community Challenge  Bank Information  Capacity to Innovate  Community Outcomes  Financial Information  Experience with Partnersh

16. Slide 16: Key Components of Grant Application

    Key Components of Grant Application LEADERSHIP AND GOALS FOR COMMUNITY ORGANIZATION INFORMATION ORGANIZATIONAL CAPACITY CHANGE  Governing Information  Leadership  Community Challenge  Bank Information  Capacity to Innovate  Community Outcomes  Financial Information  Experience with Partnersh

17. Slide 17: Required Attachments

    Required Attachments Copy of a Voided Check Most Recent IRS Form 990  Must show the legal name of your organization  Must be from 2016 or later or should cover some portion of 2016  Must show the ABA routing number for ACH EFT deposit (not wire  If the form is not from 2016, the dates for which

18. Slide 18: Timeline

    18 Timeline Citi Foundation citi

19. Slide 19: Timeline

    Timeline December 18 Community Progress Makers grant application due at 4PM EST Dec. - March 2018 Citi Foundation conducts phone calls/site visits, as needed March/April 2018 Community Progress Makers Grantee Announcement May/June 2018 First convening of Community Progress Makers *All proposals must

20. Slide 20: Questions and Answers

    Questions and Answers For additional information about this funding opportunity, please email citifoundationcpm@citi.com For technical assistance with the grant application, please email foundationsupport@citi.com 20

Citi Foundation — Community Progress Makers Fund Informational Webinar (November 2017) on 6ix