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:
- 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
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.
Interested organizations seeking contributions should write or call:
Fernanda Rodrigues, 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
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
