The following Community Investment Policy and Funding Guidelines received approval from Capital City Savings Board of Directors in November 2005. These guidelines form the basis for decisions about how we support the community through fundraising, donations, sponsorships, partnerships or gifts-in-kind.
To guide those who may consider approaching Capital City Savings as a partner in community building, the following sections outline our guidelines. Please note that our guidelines and community investment budget are reviewed regularly and are subject to change.
Capital City Savings invests in areas that reflect the values of our members, our employees and our credit union as determined by member and employee surveys. Below are our current priorities.
Youth: programs and organizations that enhance the quality of life for youth;
Education: programs that support the education of youths and adults;
Social programs: programs and agencies that provide a necessary service and have a genuine need for support;
Persons with disabilities: programs that provide support services to those with developmental disabilities;
Seniors: programs that enhance quality of life for seniors.
Organizations requesting our support must be well-organized, well-managed and financially secure, with clear goals and objectives
Projects or events must be within or provide demonstrated support to communities within Capital City Savings' trade area
Preference is given to organizations that use Capital City Savings as their major financial institution
Capital City Savings will make only one contribution per organization per budget year, unless special circumstances can be demonstrated. This includes direct or indirect funding through a branch, Community Council, United Way or other organization
All requests must be received in writing by Capital City Savings at least three months prior to the funding deadline
Generally, Capital City Savings does not support the following ventures:
For profit ventures: we prefer to support the not-for-profit sector
Operating costs: we prefer funds go directly to assist those in need
Capital campaigns or endowment funds: we do not support large capital campaigns
Individual pursuits: we prefer to support organizations that assist a broad scope of those in need
Conferences, trade missions or annual meetings: we prefer to assist those in need directly
Groups that are not a registered charitable organization
Political or lobby organizations: we do not fund political activities
Religious Organizations: we will only consider support to religious organizations where the program benefits members of society as a whole
Service clubs or granting foundations: we prefer to distribute funds directly to not-for-profit organizations according to our guidelines and not through a third party
National organizations: we prefer to support locally based organizations within our trade area.
All organizations that receive funding will be asked to provide an evaluation of the funded project or event. This should be received within 90 days of project completion and must include the following:
A written report outlining progress toward objectives, attendance, funds raised and overall outcomes. How did this make the community a better place to live?
Copies of any publicity material (advertising, posters, brochures)
