The Mechanics Bank Contribution Request Guidelines
General Request Guidelines:
We receive many requests for contributions each year. The following are general guidelines for organizations seeking support:
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- 501(c)3 status with the IRS
- Use of funds to support programs that directly reach beneficiaries, not for administrative purposes
- Sound administrative and financial practices
- Regular self-evaluation and public reporting
- Clear objectives
- Active citizen board of directors
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Additionally, we consider the educational value of the request, the reputation of the organization, the geographical area of service, the number of people directly benefiting
from the contribution and the value a project will add to the life of the community.
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Interested organizations seeking contributions should write or call:
Fernanda Rodrigues, Assistant Vice President, Community Affairs Officer
The Mechanics Bank
725 Alfred Nobel Drive
Hercules, CA 94547
(510) 741-7656 (phone)
(510) 741-3595 (fax)
fernanda_rodrigues@mechbank.com
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The following information will be required:
- Request must be submitted on non-profit’s letterhead
- A purpose statement and brief history of the organization or event
- A description of the program, event and past successes
- The names of members of the board of directors
- Current financial statements (audited, if available) and tax return (Form 990) for 501(c)3 organizations
- Proof of non-profit status from the IRS
- A list of the organization’s major donors
- Banking relationships with The Mechanics Bank
- The name of any shareholder of The Mechanics Bank who endorses the request
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Erwin Reeves, Vice President, Community Development Manager.
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