Our Community Relations

Ameriprise Financial has a rich heritage of supporting communities across the nation where our clients, advisors and employees live and work. We take pride in this leadership role and carry out our mission by initiating innovative programs as well as supporting existing ones. From creating and funding financial literacy programs for under-served populations, to building homes, giving back is an integral part of our history and our future.

At Ameriprise Financial, the mission of our Community Relations program is: using our resources and talents to improve the lives of individuals and build strong communities. We believe our community involvement enables us to actively live our company's values and communicate the spirit of our brand.

Our community outreach focuses on three key priorities:

• Meeting Basic Needs
• Supporting Community Vitality
• Volunteer Driven Causes

Ameriprise Financial provides support to a diverse group of nonprofit organizations whose missions align with our philanthropic priorities. By targeting our giving in this way, we are able to make the most of the resources we have, and in turn, have a greater impact on our communities. We prefer to direct our funding resources to specific projects that can demonstrate innovative approaches with measurable results or capacity building rather than general operating support.

The following guidelines are designed to help you determine whether your organization may be eligible for funding. Please carefully read the following information before moving forward with the application process to ensure that your organization is eligible for support from Ameriprise Financial.

Giving Priorities

Ameriprise Financial focuses its funding in three key areas, supporting organizations across the nation where our employees, advisors and retirees live and work. These giving priorities are:

1. Meeting Basic Needs
We support programs and services that help at-risk populations stabilize their lives and become more self-sufficient. Consideration will be given to applications that address the following:

• Food
  • Food shelves, emergency food banks/pantries
  • Capacity building grants allowing organizations to expand their services
  • Unique hunger programs addressing specific community or population needs, e.g. school brown bag lunches taken home for the weekend, food drives at community special events
• Shelter
  • Securing transitional housing
  • Achieving and maintaining homeownership
• Self Sufficiency
  • Preparing for work readiness and job transitions
  • Gaining financial life skills

2. Supporting Community Vitality
Our company supports programs and services that build strong communities by creating economic vitality and cultural enrichment through the following activities:

• Community Development
  • Improving the vitality and livability of neighborhoods, especially those of the underserved
• Cultural Enrichment
  • Supporting the arts through extended community outreach and access
  • Enhancing cultural awareness and understanding
• Civic Leadership
  • Demonstrating the company's commitment to communities where we have a presence through participation in civic organizations, events, projects, etc.
• Disaster Response and Recovery
  • Acting in response to disasters in areas where there are a significant number of employees or advisors
  • Demonstrating our corporate citizenship by responding to significant domestic and international disasters
• Environmental Awareness
  • Expressing the company's commitment to the environment, primarily through the education and volunteer efforts of our employees and advisors

3. Volunteer Driven Causes
We believe that our employees, advisors and retirees are our greatest asset so we want them to help determine where and how a portion of our support is directed. Grants in this category are intended to recognize the many nonprofit organizations that serve our communities and have captured the interest of our people.

Through Volunteer Driven Causes we have created a number of ways to support employees and advisors as they bring our corporate value of "Respect for individuals and the communities in which we live and work" to life. Employees, advisors and retirees can direct their time and monetary support through the following initiatives:

Volunteer Driven Cause Grants

Please Note: Funding is strictly driven by Ameriprise Financial employee/advisor/retiree volunteerism. Proposals must be from the nonprofit organizations where employees/advisors/retirees volunteer. In general, funding will increase in proportion to the number of Ameriprise Financial volunteers. The minimum request amount is $5,000. Proposals will be evaluated based on the merit of the request and level of Ameriprise Financial volunteer involvement.

1. Please review the Community Relations Giving Guidelines document and carefully read our eligibility, funding criteria and application requirements.
2. Apply for a grant now

In our headquarters location of Minneapolis, more than 2,500 employees contribute more than 15,000 volunteer hours annually through company-sponsored projects. Our advisors and employees across the country also are very involved in their local communities sharing their talents and time.

Ameriprise Financial currently matches employee contributions to all eligible nonprofit organizations up to an annual maximum of $5,000 per employee. We also recognize the volunteer service and monetary donations made by our advisors through the Advisor Gift Matching Program. Eligible advisors who serve as board members or volunteer more than 50 hours a year receive a gift match to the organization where they volunteer up to $2,000 annually.