New Volunteer Chapter Roundtable Series 1 of 3: Getting a Chapter Up and Running Kendel - 2 minutes Talking Points: -Good morning/afternoon/evening to each of you. -Thank you for joining today’s call! -All lines have been muted. -This call is being recorded. If you do not wish to be a part of a recorded call, please disconnect at this time. -During the call if you are having trouble accessing Lync or need to contact us privately, please email us as volunteerinfo@wellsfargo.com © 2016 Wells Fargo Bank, N.A. All rights reserved. For internal use.

Agenda Welcome (5 minutes) Kendel Bryant Who’s on the line? Purpose Guidebook Overview (10 minutes) Kendel Bryant How to locate? Roles and responsibilities Chapter budget/ volunteer t-shirts Advisory council meeting frequency Programs and recognition opportunities New Volunteer Chapter Timeline (5 minutes) Kendel Bryant Mark Your Calendars (5 minutes) Melissa Buchanan Monthly Volunteer Leader Calls Volunteer Chapter Steering Committee Meetings Volunteer of the Year Training Q & A/Best Practice Sharing (15 minutes) Volunteer Chapters Wrap-up (5 minutes) Melissa Buchanan Kendel – 5 minutes Talking Points: -Review agenda -Introduce us (Melissa, Patty, Iain, Shannon) -At this time, we’d like to know what chapters we have represented. If you could, take a moment and type the chapter you represent in the lync conversation box. This just helps us to have a better understanding of who is with us today.

Call Purpose/Audience To provide available resources to get a chapter started. To respond to the most frequently asked questions. To provide a forum for sharing best practices and hear feedback and requests from you. To make sure you understand the support role of Team Member Philanthropy. Audience Volunteer Chapter Leaders (Senior Advisors, Presidents, Vice Presidents, MVT Coordinators & other Volunteer Chapters leaders) Community Affairs/Development Professionals Future Volunteer Chapter Leaders Kendel – 1 minute Talking Points: -Review 2 minutes

Guidebook Overview Kendel Bryant, Global Volunteerism Team Member Philanthropy Kendel – 10 minutes

Guidebook Overview How to locate? Log into My Volunteer Time Select the Programs tab  Select Volunteer Leaders  Under Instructions Guide for Leaders (cont’d) Kendel – 10 minutes

Guidebook Overview Roles and Responsibilities Located on pages 12-16 Required roles: Senior Advisor and President Senior Advisor: (2 Year Term) Local market senior leader Works with CAM/R on funding and reputation risk Assists chapter w/strategic planning Serves on the Steering Committee President: (2 Year Term) Works closely with the Senior Advisor and Community Affairs Professional Facilitates chapter advisory council meetings Ensures succession planning of chapter (cont’d) Kendel – 10 minutes

Guidebook Overview (cont’d) Roles and Responsibilities Located on pages 12-16 Recommended roles: My Volunteer Time Coordinator Attend monthly Volunteer Leader Calls Receive local admin training and chapter training Ensure events posted comply with the policies and company Vision and Values Available to train MVT coordinator assistants Other roles: Available in Guidebook (LOB representation should be reflected in your Advisory Council) Terms for recommend and suggested roles: ideally 2 years but TBD by each Advisory Council (cont’d) Kendel – 10 minutes

Guidebook Overview Budget/Volunteer T-shirts Located on pages 42-43 Budget For items such as: Volunteer events T-shirts Volunteer Chapter Paraphernalia Chapter recognition opportunities outside of the Enterprise Wide initiatives Work with local market leadership (cont’d) Kendel – 10 minutes

Guidebook Overview Chapter Advisory Council Meetings Located on page 26 This is to be determined by each Advisory Council Recommendation is to meet bi-monthly/monthly Meetings can be in person or via teleconference A sample agenda of items that should be discussed monthly can be found in the Guidebook It is a good practice to have someone to take and distribute minutes for each meeting (cont’d) Kendel – 10 minutes

Guidebook Overview Programs and Recognition Opportunities Located on page 39 (cont’d) Kendel – 10 minutes

New Volunteer Chapter Timeline Kendel Bryant, Global Volunteerism Team Member Philanthropy Kendel – 5 minutes

New Volunteer Chapter Timeline Pre-Launch, Launch and Post Launch Pre-Launch page 20 Why join a chapter? Budget! Launch – introduce the chapter in a big way! Kickoff celebration Volunteer event Email Communication Post Launch First 3 months: Advisory Councils meeting frequently, MVT trainings, Recruitment of members and logging hours education, identifying organizations where team members are spending their time make contacts 3-6 months: Continue recruitment and logging hours education, Strategic Planning for the year (Enterprise wide initiatives, TMN activities, larger scale events for the chapter to engage with), making contact with organizations and identifying volunteer needs for WF volunteers, work on engaging remaining LOBs (cont’d) Kendel – 5 minutes Talking points: -Why Join a chapter? `As a chapter, determine why you all are starting this chapter? Benefit of others to join. What is the value proposition? `Help team members become more involved in their communities …. A support system for giving back. `Great way to work together with colleagues…team building. `Leadership/developmental opportunities (advisory council)

New Volunteer Chapter Timeline (cont’d) Post Launch 6-9 months: NEWSLETTER (Communication of upcoming activities), announcement of chapter recognition opportunities if applicable, recruitment of subcommittee advisory committee members, leverage similar chapters for best practice sharing 9-12 months: Identifying a chapter signature event, events to introduce nonprofit organizations to the team members, working with CAM/R and Senior Advisor to confirm budget for upcoming year, planning for upcoming year (events calendar, succession planning, etc.) (cont’d) Kendel – 5 minutes

Mark Your Calendars… Melissa Buchanan, Global Volunteerism Manager Team Member Philanthropy (cont’d) Melissa – 5 minutes

Mark Your Calendars Monthly Volunteer Leader Calls Purpose To provide regular information updates on program and system enhancements. To respond to frequently asked questions. To provide a forum for sharing best practices and hear feedback and requests from you, the local market volunteer leaders. To connect you with key internal and external resources through the use of guest speakers. Audience Volunteer Chapter Leaders & Local Market Leaders Community Affairs/Development Professionals Meeting Frequency Every 3rd Wednesday of each month at 4p EST/1p PST (cont’d) Melissa – 5 minutes

Mark Your Calendars Volunteer Chapter Steering Committee Meetings Purpose To discuss the impact and effectiveness of the chapters, ensure focus within the company and discuss continuous improvement strategies The Steering Committee helps shape the direction of the program by voicing concerns, request support and share best practices Audience Co-chaired by Jon Campbell (Head of Government and Community Relations) and Jimmie Paschall (Head of Diversity and Inclusion) Senior Advisors, Chapter Presidents/Vice Presidents, Community Affairs/Development Professionals Meeting Frequency Twice a year (May/June & Nov/Dec) (cont’d) Melissa – 5 minutes

Mark Your Calendars Volunteer of the Year Training Purpose This program is an opportunity for each chapter to highlight an outstanding volunteer in their chapter. The volunteer will receive a certificate, lapel, enterprise-wide announcement via Teamworks and gift card for $1000 to be designated to the nonprofit organization of their choice. This training is critical in explaining the process to select an awardee as well as provides a timeline of steps that must be completed Audience Training is for the Advisory council member that is managing recognitions (typically the vice-chair) Meeting Frequency Once a year at the beginning of January (cont’d) Melissa – 5 minutes

Mark Your Calendars Reminder Calendar January - April May - June July-October November - December Monthly Volunteer Leader Calls (3rd Wed of each month at 4p EST/1p PST Monthly Volunteer Leader Calls (3rd Wed of each month at 4p EST/1p PST) Monthly Volunteer Leader Call (3rd Wed 4p EST/1p PST November only)  Volunteer of the Year Training (Once per year, beginning of Jan) Volunteer Chapter Steering Committee Meeting (May or June, date and time TBD)   Volunteer Chapter Steering Committee Meeting (Nov or Dec, date and time TBD) (cont’d) Melissa – 5 minutes

Q&A / Best practice sharing Volunteer Chapters Melissa to facilitate – 15 minutes

THANK YOU FOR JOINING US TODAY!  Wrap Up Playback details will be sent out within 24 hours. The playback will expire in 7 days. This deck is located in My Volunteer Time  Volunteer leaders Volunteer Leader Calls We would love your feedback on how you think this call went today. Please send your questions/feedback to volunteerinfo@wellsfargo.com Up next? Series 2 of 3: Aug 2nd 2p – 2:45p EST/ 11a-11:45a PST, My Volunteer Time hints and tidbits Series 3 of 3: Sep 6th 2p – 2:45p EST/ 11a-11:45a PST, Solicitation & Distribution Policy & FAQs THANK YOU FOR JOINING US TODAY!  Melissa - 5 minutes