Get Request For Gift Or Donation

Filling out the Request For Gift Or Donation online is an important step for organizations seeking financial support. This guide will walk you through each section of the form, ensuring that you provide all necessary information clearly and effectively.

Follow the steps to successfully complete your request.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen editor. This will enable you to fill out the Request For Gift Or Donation electronically.
2. Begin by entering the name of your organization in the designated field. Ensure that this is accurate and reflects the official name used in all documentation.
3. Input the submission date, which is the date you are completing the form. Follow this with the date needed, indicating the deadline for when your organization requires the requested funds.
4. Provide the complete address of your organization, including the city, state, and zip code. This information is essential for processing your request.
5. Enter a valid telephone number where your organization can be reached. Include the name of a contact person who will be responsible for follow-up communications.
6. Detail the areas your organization serves, listing cities and counties as applicable. This helps the reviewing bank understand the geographic impact of your request.
7. Indicate whether your organization is a 501(c)(3) organization. If yes, include your IRS exemption letter or your tax-exempt number for validation.
8. Answer whether your organization serves low to moderate income individuals in the community. If so, provide an estimate of the percentage of beneficiaries.
9. Describe your request clearly, including the specific amount you would like to receive. This section should detail how the funds will assist your organization.
10. Indicate if your organization has a current account relationship with the bank, and specify the type of accounts held. This may include checking, savings, or other services.
11. Answer if the bank has previously received this request. If yes, provide the approximate date and the amount granted in the past.
12. Explain the benefits of the gift or donation to the individual or organization requesting it, detailing how the funds will be utilized.
13. Describe what benefits the bank would receive if the donation is approved, such as community goodwill or promotional opportunities.
14. Outline the benefits to the community if this gift or donation is approved, detailing how it will positively impact local residents.
15. Select the category that best describes the purpose of your request from the provided options, including health & human services, education, and arts & culture.
16. Sign and date the form to certify that all information provided is accurate to the best of your knowledge.
17. Once you have completed the form, save your changes, and proceed to download or print the document for submission. Ensure it is sent to the appropriate address specified in the instructions.

Take the next step and complete your Request For Gift Or Donation online today!