Get Charitable Donation Request Form - Valliance Bank

The Charitable Donation Request Form from Valliance Bank is designed to gather essential information to support non-profit organizations in local communities. This guide will provide you with clear, step-by-step instructions to ensure a smooth and complete submission of your donation request online.

Follow the steps to successfully complete your donation request form.

1. Click ‘Get Form’ button to access the form and open it in your preferred document management tool.
2. Begin by entering the requester information. Provide the name of your organization or your full name, followed by the billing address, city, state, and zip code. Ensure to fill in the contact name, telephone number, and email address accurately.
3. Indicate your affiliation with the organization requesting the donation. Provide details about your involvement, such as whether you are a volunteer or donor, to give context to your request.
4. In the request information section, specify if this donation request is associated with an event by selecting ‘Yes’ or ‘No.’ If ‘Yes,’ describe the event in detail, including the name, date, time, location, expected attendance, event purpose, and amount hoped to be raised.
5. Clearly articulate your donation request. Explain how the donation will be utilized, which helps to clarify the intended purpose for potential contributors.
6. Provide the deadline for receiving the donation to ensure timely processing of your request.
7. Answer the questions regarding IRS classification. Indicate if the requesting organization is classified as a 501(c)(3) non-profit and if Valliance Bank has contributed to this organization in the past.
8. Include details on how sponsors will be promoted to the media, which may enhance the visibility of the organization’s efforts.
9. Specify any deadlines for inclusion in printed materials and what logos are needed, including the required format.
10. Provide additional comments, directions, or details necessary for the committee's consideration, ensuring that important context is included.
11. In the request acknowledgment section, sign and date the form to affirm the accuracy of the provided information and compliance with IRS guidelines.
12. Finally, include a brief description of your organization, including its mission and leadership, and submit the form via mail or fax to Valliance Bank Charitable Donation Committee.
13. After submission, note that each request will be reviewed individually, and you should allow up to 30 days for processing. You can also follow up if necessary.

Begin filling out your Charitable Donation Request Form online today!