ResponsibilityAllianz Foundation for North America: Allianz Foundation for North America

Allianz Foundation for North America

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The Allianz Foundation for North America empowers young people to shape a secure future.

  Mission and Structure

The financial services companies of the worldwide Allianz Group share a fundamental concern for safeguarding the future. In all areas of their business, Allianz Group companies find a common purpose in empowering people to manage risks and plan well for the future, and they do this in the interest of numerous stakeholders - customers, employees, shareholders and society itself. Working to safeguard the future is what Allianz companies do best; it is the heart of the Allianz Group's business.

Established in 2002, the Allianz Foundation for North America joined an international network of Allianz Group foundations working to apply this shared concern for safeguarding the future to challenges faced by society at large. This network includes, for example, the Allianz Foundation for Sustainability, dedicated to responsible environmental management, and the Allianz Cultural Foundation, which, through the arts, works to promote intercultural dialogue and cooperation among young people in Europe.

In addressing concerns for the future in North America, we believe one of the most significant social investments we can make is one in the ability of young people to live up to their fullest potential and pursue independent lives of leadership and public service. The mission of the Allianz Foundation for North America is to empower young people to shape a secure future for themselves and for the communities in which they live.

The Foundation is committed to creating sustainable social value by partnering with programs that help young people develop the skills, motivation, perspectives and opportunities they need to be successful, self-reliant and socially conscious members of society. We also seek to facilitate dialogue and networking among our diverse not-for-profit partners so that together we can maximize the social impact of our work.

A 501 (c) (3) entity under the United States Internal Revenue Code, the Allianz Foundation for North America welcomes grant applications from non-profit organizations working to empower young people to shape a secure future.

  Current Projects

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The Allianz Foundation for North America engages in project partnerships in metropolitan areas coast to coast. In order to offer special opportunities for youth development, such as mentoring and in-office career skills workshops, our grant making has an exclusive focus on cities in which Allianz companies maintain head- or major representative offices. As new projects are added, the Foundation will work with not-for-profit partners in these cities to empower young people throughout North America to shape a secure future for themselves and the communities in which they live.


Please have a look at AZFNA's work over the past year with young people in North America:Allianz Foundation for North America Summary Overview 2015/2016

  Earlier Projects

  Giving Guidelines

Supporting Program Development

The Allianz Foundation for North America empowers young people to shape a secure future by partnering with programs that support youth in developing the skills, motivation, perspectives and opportunities they need to lead successful, independent lives of leadership and public service. In all cases, the Foundation’s goal is to serve as an impetus for the creation, expansion or enhancement of sustainable youth programs eligible for continued, long-term funding from other sources.

 

Criteria for Funding

All programs and projects for which funding is sought must attend to each of seven, equally weighted criteria drawn from the mission and goals of the Allianz Foundation for North America. Specifically, all proposed programs/projects must:

 

  1. Empower young people
  2. To shape a secure future
  3. For themselves
  4. And the communities in which they live,
  5. By helping them become successful,
  6. Self-reliant, and
  7. Socially conscious

 

Please note that, in order to be able to offer special opportunities for youth development, such as mentoring and in-office career skills workshops, our project-related grant making is focused exclusively on cities in which Allianz companies in the NAFTA region maintain head- or major representative offices. These cities are:

 

  • New York (NY)
  • Washington (DC)
  • Chicago (IL)
  • Minneapolis (MN)
  • San Francisco (CA), including also Marin and Sonoma Counties
  • Newport Beach (CA)
  • San Diego (CA)
  • Richmond (VA)

 

Please also note that priority is given to not-for-profit organizations that are likely to take part in the Allianz Foundation Fellowship Program – see separate program information – after the first proposed grant year. We strongly recommend incorporating a brief but clear vision for such participation into all project proposals.

 

Grant Cycle

The Allianz Foundation for North America awards 12-month grants once each year, following the annual meeting of the Foundation’s Board of Directors, which generally takes place in the late autumn. Grant applicants are notified of action taken by the Board within one week of the annual meeting. Disbursement of all allocated funds to grant recipients follows immediately thereafter.

 

Grant Range

Grants for program development involve a significant medium-term financial commitment at the discretion of the Foundation Board. Given the limited availability of funds and the broad scope of the Foundation‘s work throughout North America, grants generally do not exceed – but are also usually not less than – 50,000 US dollars, the standard allocation for each new project grant. All applicants are strongly advised to think and plan in terms of this standard grant amount. Final decisions on grants are based on available funding and a thorough analysis of program need, structure and potential for sustainable social impact.

 

Funding Period

Grants are eligible for renewal at a lower level of financial commitment after the first year in order to maintain program development while other sources of – and/or solutions for – long-term funding are sought. In general, renewal grants for each successive year, if approved, will not exceed 50 percent of the previous year’s grant total. Grants generally may not be renewed for more than two consecutive years following the first-year grant. Our project partners are, however, always welcome to apply for new project grants in the future.

 

Limitations

The Allianz Foundation for North America does not provide support for:

  • Individuals
  • Political parties, candidates or partisan political organizations
  • General public-sector services
  • Sectarian religious purposes (e.g., religious instruction, proselytizing)
  • Fraternal, veteran or sectarian groups serving only or primarily their own constituencies
  • Fundraising events
  • Conferences and workshops
  • Trips or tours
  • Capital campaigns
  • Endowment funds
  • Medical research
  • Sporting events
  • Subscription fees or admission tickets

  Application Procedures

The following forms must be used for all submissions

Grant Application Form

Contact and Concept Form


​​Deadlines

The final deadline for receipt of Contact/Concept forms is July 31st. These forms may be submitted at any time after January 1st for the current year and will be processed as soon as possible after submission. Following approval of the Contact/Concept form – and only after approval – the application form and supporting materials must be submitted by September 15th. Typically, the foundation board meets to take action on new applications in late autumn.

 

Preliminary Concept Paper

All grant seekers must submit a Contact/Concept form before submitting a grant application. This enables us to offer preliminary feedback on the project proposal and clear guidance on subsequent steps in the application process. Each Contact/Concept form must include a clear, concise description of the plan for the creation, expansion or enhancement of a particular project or program component that would be made possible with a grant of 50,000 US dollars, our standard, first-year project grant. The opportunity to discuss a preliminary concept paper is intended to help protect valuable resources of time and money at not-for-profit organizations by ensuring – before submission – that grant applications adequately fit our mission and guidelines.

All Contact/Concept forms must be submitted by email, using the subject line "Contact/Concept Form". Please ensure that the content of the Contact/Concept form is properly saved before sending. If necessary, you may complete, print, scan and then email the Contact/Concept form.

 

Final Application Package

Upon approval of the Contact/Concept form, grant seekers may, at the discretion of the Foundation’s Executive Director, submit a final, grant application package, using the standardized, PDF application form found above and including all supplementary materials listed at the end of the form. Final applications must be submitted by email, using the subject line “Final Application”.

Contact

To learn more about the work of the Allianz Foundation for North America, or to submit a Contact/Concept form, please use the contact information below.

Please also remember to use the appropriate email subject line(s) for all correspondence, as outlined above. Additionally, please note that the person listed in the Contact/Concept and/or Application forms will be the recipient of all future correspondence related to the grant applications. There can be only one primary contact per grant applicant.

  Allianz Foundation Fellowship Program

The mission of the Allianz Foundation for North America is to empower young people to shape a secure future for themselves and the communities in which they live by helping them become successful, self-reliant and socially conscious.

As part of our effort to promote social consciousness among young leaders – tomorrow’s community, national and world leaders – the Foundation established the Allianz Foundation Fellowship Program. This program enables gifted and motivated young people to take part in a short-term learning experience in the not-for-profit sector. Fellowships are generally made available for the summer months. However, not-for-profit organizations applying for Fellowship funding may also do so to create carefully structured learning experiences for young people during the academic year. We believe that, by engaging in an intensive learning experience with appropriate adult mentors at a not-for-profit organization, young people will further develop key life skills – including an ability to work well with people of different ages and backgrounds – and also enhance their own knowledge of important social issues. Furthermore, as future leaders in both the public and private sectors, Allianz Foundation Fellows are able to help raise public awareness of the critical role not-for-profit and nongovernmental organizations play in creating positive social change.

The Allianz Foundation Fellowship Program provides funding to a limited number of 501 (c) (3) organizations – selected by application – so that they may create one or more Fellowship learning sites at appropriate venues within their organizations. Allianz Foundation Fellows are recruited and selected directly by the not-for-profit organizations whose applications for Fellowship funding have been approved by the Allianz Foundation. Above and beyond the learning and networking opportunities created by their own not-for-profit Fellowship site, all Allianz Foundation Fellows will have access to professional networking  opportunities through Allianz companies in their area and, if possible, will be offered an opportunity to meet with a board member of the Allianz Foundation for North America to discuss their not-for-profit learning experience.

 

Eligibility

Any not-for-profit organization that has received a grant from the Allianz Foundation for North America at any time is eligible to apply for funding to create an Allianz Foundation Fellowship learning site within their organization. Young people who have successfully participated in a program supported by the Allianz Foundation are eligible to become Allianz Foundation Fellows at the not-for-profit in which their program was located. The Allianz Foundation Fellowship program is intended for rising high school seniors and recent graduates, including participants in and graduates of GED programs, as well as students who have completed no more than one year of post-secondary education. Fellows may, at the discretion of the not-for-profit organization overseeing their learning experience, take part in more than one Fellowship period. It is expected, however, that even the most dedicated and successful Fellows will participate in no more than three consecutive Fellowship learning experiences to maximize opportunities for other young people to take part as well.

 

Fellowship Structure

Each Allianz Foundation Fellowship package consists of a single 10,000 US dollar grant made to each 501 (c) (3) not-for-profit organization whose application for funding to create a Fellowship site has been approved by the Allianz Foundation. Not-for-profit organizations may apply for only one Fellowship package at a time but may structure Fellowships to accommodate between one and five Allianz Foundation Fellows during the scheduled Fellowship period.

From the total grant amount, Allianz Foundation Fellows will receive individual stipends for the full Fellowship period at the appropriate discretion of the not-for-profit Fellowship site. Any remaining sum shall be used to offset costs associated with maintaining an intensive, meaningful and well-guided learning experience for each Fellow (e.g., any relevant costs associated with providing appropriate mentoring during the Fellowship period).

Each not-for-profit organization seeking funding to create a Fellowship site should designate one staff member as Program Coordinator to serve as the central liaison between the Allianz Foundation, not-for-profit management and program staff, and the Allianz Foundation Fellows themselves.

Application Procedures

The Allianz Foundation Fellowship program is intended to make available to gifted and motivated young people an intensive, meaningful and well-guided learning experience in the not-for-profit environment. With this central goal in mind, not-for-profit organizations may apply for funding to create one or more Allianz Foundation Fellowship learning sites within their organization.

Non-profit organizations interested in creating an Allianz Foundation Fellowship site should first designate one staff member to serve as Program Coordinator (central liaison for the Allianz Foundation, not-for-profit management and program staff, and the Allianz Foundation Fellows within their organization).

The designated Program Coordinator in each not-for-profit organization should notify the Allianz Foundation’s Executive Director by email of their intention to apply for Fellowship funding – using the subject line "Allianz Foundation Fellowship" for all correspondence – and submit to the Allianz Foundation a letter of intent that includes each of the  following:

 

  1. A detailed explanation of how the proposed Fellowship funds would be used to create an intensive, meaningful and well-guided learning experience for one or more young people in keeping with the Allianz Foundation Fellowship’s eligibility requirements;
  2. An explanation of one or more core learning areas to which Fellows would be exposed (e.g., not-for-profit administration, programming, finance, fundraising/development);
  3. The proposed timeframe for the Fellowship period (e.g., July-August; September-December);
  4. Designation of at least one staff-member who will serve as supervisor and mentor to Fellows throughout the Fellowship period;
  5. A clear commitment to weekly mentoring sessions with each Fellow (at least one hour per week to discuss such issues as learning edges, overall experiences at the learning site, and insights gained into not-for-profit work);
  6. A clear commitment to having mentors available for ongoing support and guidance for all Fellows as needed and appropriate;
  7. Definition of an in-depth learning project – relevant to each Fellow’s core learning area(s) – that shall be completed during the Fellowship period.

The learning project should enable each Fellow or team of Fellows to practice leadership skills and teamwork while advancing their knowledge of their core learning area(s) within the non-profit environment.

 

Supplementary Documentation

Together with their letters of intent, all Program Coordinators must submit documentation of their not-for-profit organization’s continued status as a 501 (c) (3) entity under the United States Internal Revenue Code. The deadline for all Fellowship applications for the current year is April 15th.

 

Progress Reporting

If his or her organization has been approved for Fellowship funding, the Program Coordinator must submit to the Allianz Foundation a one-page, mid-term report – roughly halfway through the scheduled Fellowship period – describing the experiences and progress of Fellows at each learning site within their organization. The mid-term report should be based directly on feedback from Fellows and their mentors.

Additionally, Program Coordinators and not-for-profit mentors are encouraged to facilitate a meeting for Fellows with the executive director or other appropriate senior executive(s) of the not-for-profit organization toward the end of the Fellowship period to discuss the student’s learning experiences and other relevant issues of interest related to the not-for-profit sector.

Finally, each Program Coordinator must submit to the Allianz Foundation a final report of no fewer than three and no more than five narrative pages summarizing the experiences and feedback of all Allianz Foundation Fellows and mentors within their organization. The final report should discuss the results of individual learning projects and include anecdotal evidence – e.g., quotes – reflecting the Fellows’ learning experiences, growth edges and insights gained into the role of not-for-profit organizations in society. It is strongly recommended that final reports be based on personal interviews and/or in-depth discussions with Fellows and mentors. Final reports must also include a detailed appendix showing how all Fellowship funds were allocated, e.g., with regard to stipends and costs associated with appropriate mentoring.

 

Contact Information

For further information on the Allianz Foundation Fellowship program, or to apply for funding to create a Fellowship learning site within your 501 (c) (3) not-for-profit organization, please use the contact information below.

Please also remember to use the subject line "Allianz Foundation Fellowship" for all correspondence related to this program.

  Contact

Christopher Worthley

Executive Director
Allianz Foundation for North America
777 San Marin Drive, A21
Novato, California 94998
USA

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