1. Corporate Social Responsibility and TIAA Serves
Jarian Kerekes
Director of Corporate Social Responsibility
February 12, 2018

2. TIAA’s integrated CSR network
Corporate Social Responsibility (CSR) refers to the efforts of a company to evaluate the effect of its OPERATIONS, PROCESSES & PHILANTHROPY on the broader community and to set policies and practices that maximize the positive impact of its activities on the company’s key stakeholders.
Community
Diversity & Inclusion
Sustainability
Governance
Responsible Investment
Engagement and volunteer efforts to make a difference in peoples lives
A diverse team of professionals to meet the needs of underserved populations
Efforts to positively impact our environment
Ethical oversight to enhance and project value
Integrating ESG factors to deliver performance and measurable social outcomes

3. Our CSR Journey Established CSR Function Launched TIAA Serves
2015
Established CSR Function
2016
Launched TIAA Serves
2017
Expand Reach to Grow Business and Reputation as Employer of Choice
2018
Leverage Centennial to Showcase TIAA as a Thought Leader and Champion for the Nonprofit Sector

4. CSR Value Proposition Deepen Client Relationships
2017 plan focused on opportunities to grow our business and enhance our reputation
Deepen Client Relationships
CSR Value Proposition
Enhance Reputation for Doing Good
Support Inclusive Culture to Attract Talent

5. TIAA Serves in action Employee Volunteers Employee Resource Groups
Corporate Social Responsibility (CSR) works daily with four key groups to execute thousands of hours of community service annually across the TIAA landscape. These groups play an integral role in ensuring TIAA Serves is visible in all the markets where we live and work.
Employee Volunteers
Employee Resource Groups
Volunteer Councils
Charlotte, Dallas & Denver Leadership Councils

6. Welcome to our 2018 Volunteer Council members
12 Volunteer Councils, 212 Members, 35 Offices
Albany, NY
Albuquerque, NM Ann Arbor, MI
Atlanta, GA
Austin, TX
Ballantyne, NC
Boston, MA
Braintree, MA
Cambridge, MA
Charlotte, NC
Chicago, IL
Cincinnati, OH Cleveland, OH
Dallas, TX
Denver, CO
Durham, NC
Hackensack, NJ Hartford, CT
Indianapolis, IN
Iselin, NJ
Melville, NY
Milwaukee, WI New York, NY
Newport Beach, CA
Oakland, CA
Pasadena, CA
Philadelphia, PA
Princeton, NJ
Providence, RI Rochester, NY Roseland, NJ
Rochester, NY
San Francisco, CA
St. Louis, MO
Waltham, MA
Atlanta
Ballantyne
Boston
Charlotte
Chicago
Dallas
Denver
Local Offices
New York City
Northeast Region
TWS
Western Region

7. TIAA employees making a difference
CSR led and coordinated employee volunteer projects drove significant impact in our communities during 2017
TIAA employees making a difference
407 projects
8,000+ volunteers
16,400 volunteer hours
Engaged employees in 23 states
More than 810,000 lives impacted
$398,763 operating expense offset for non-profit partners

8. 2018 plan will focus on shaping an integrated TIAA culture and advancing the impact of the non-profit sector
Shape an integrated TIAA culture across the full TIAA footprint
Develop a cohesive strategy using the TIAA Serves philanthropic model in all our businesses; TIAA, Nuveen and TIAA Bank
Increased engagement of EC and inclusion of CSR activities in significant business events
Leverage and showcase TIAA philanthropic programs through the execution of the 100 Days of Difference
Advance the impact of the non-profit sector
Promote business partnerships and strategic engagement
Support research, thought-leadership and convenings
Leverage partner grants and investments
Recognize and promote difference makers

9. Take personal accountability
TIAA Serves will be adding a fourth focus area to incorporate new business initiatives
EDUCATION
COMMUNITY BUILDING
TIAA Serves partners with organizations devoted to providing financial education, increasing reading proficiency, improving high school graduation and college persistence rates.
TIAA Serves addresses issues of poverty and homelessness by partnering with organizations that provide affordable housing and support economic development of local communities.
Be a difference maker
HUNGER
ENVIRONMENT
TIAA Serves addresses issues of food insecurity by providing support to school feeding programs, local food banks, hunger advocacy initiatives and international hunger relief programs.
TIAA Serves engages employees to raise environmental awareness, engage in green initiatives and lead our industry in modeling sustainable behavior.
Act with integrity
Value our people
Put the customer first
Deliver excellence
Operate as one team
Take personal accountability

10. Provide volunteer and engagement opportunities to enable 100 % of our employees to make a difference in our communities
VOLUNTEERING
EMPLOYEE EDUCATION
ON-CAMPUS EVENTS

11. Questions