The M&T Charitable Foundation

Charitable Contributions Application Instructions

May 31, 2012

MISSION STATEMENT: At M&T Bank, we recognize that our corporate success is directly related to the
health and vitality of the communities we serve. So, as a corporate citizen, we believe in providing
resources to not-for-profit organizations that make our communities better places to live and work.
Through our philanthropic arm, The M&T Charitable Foundation, we support a diverse range of civic,
cultural, education, health care, human service and youth organizations with financial grants, employee
volunteerism and in-kind services.
PROCESS: All requests received by The M&T Charitable Foundation are reviewed by local Charitable
Contributions Committees. Monthly meeting dates vary from region to region; please contact the
appropriate region for the scheduled meetings and deadlines (contact names and addresses can be
located on pages 2 and 3).
*******************
If your organization would like to be considered for a charitable contribution for over $1,000, please
submit the following:
1. A completed Charitable Contributions Application located on pages 4 through 6.
2. Board member list and their affiliations.
3. Copy of the IRS 501(c)(3) federal tax exemption letter of determination.
4. A brief proposal of 1 to 2 pages that includes the following:
a.
b.
c.
d.
e.

Mission statement / purpose of your organization

Detailed description of the need for funding
Description of how the contribution will benefit the quality of life in your community
The nature and sources of permanent funding
Annual budget and / or project budget

5. If the request is for $10,000 or more, please complete the Supplemental Questionnaire located on
page 7.
6. If applying for funding in the Buffalo area, please follow the instructions for Definition of Sponsor
for Submission of Buffalo Proposals located on page 8.
7. If requesting the participation of M&T volunteers in conjunction with or without a funding proposal,
please complete The M&T Volunteers Program Application Form located on pages 9 and10.
8. If applicable and applying for funding in the Rochester area, please complete The Logic Model
located on pages 11 and 12.
FUNDING LIMITATIONS: In general, The M&T Charitable Foundation does not make grants to:

Individuals
Organizations which lack the 501(c)(3) tax-exempt status
Political organizations, candidates or lobbying efforts
Fraternal or veterans organizations
Sports teams
National or international organizations, unless their programs have significant local impact
Religious or sectarian organizations, except when they are conducting programs secular in nature
and have wide public impact

ARTS AND CULTURAL REQUESTS OVER $10,000:

M&T Bank is a partner in the Cultural Data Project (CDP), an online system for collecting and
standardizing historical financial and organizational data. All arts and cultural organizations applying for
contributions of $10,000 or more in Maryland, New York and Pennsylvania should submit a Data Profile
annually through the CDP website (www.culturaldata.org) (select your state from the drop-down on the
left). If you are not yet registered with CDP, please log onto your state at the above site for information
on how to participate.

CONTACT INFORMATION BY STATE / REGION

NEW YORK STATE AND TORONTO, ONTARIO

Buffalo, NY:
M&T Bank
th
One Fountain Plaza, 12 Floor
Buffalo, NY 14203
Attention: Debbie Pringle
716-848-3804

Central (Syracuse), NY:

M&T Bank
101 South Salina St.
Syracuse, NY 13202
Attention: Alissa Viti
315-424-4411

Rochester, NY
and the Southern Tier:
M&T Bank
255 East Avenue
Rochester, NY 14604
Attention: Sara Cardillo
585-258-8221
Hudson Valley North
(Fishkill), NY:
M&T Bank
1769 Route 52, PO Box 7000
Fishkill, NY 12524
Attention: Courtney Haydock
845-440-2952

New York City, NY:

M&T Bank
th
350 Park Avenue, 6 Floor
New York, NY 10022
Attention: Naima Oyo
noyo@mtb.com

Tarrytown, NY:
M&T Bank
303 South Broadway, Suite 130
Tarrytown, NY 10591
Attention: Lisa Trend
914-366-8504

Toronto, Ontario:

Capital District (Albany), NY:

New Jersey, NY:

M&T Bank
th
One Fountain Plaza, 12 Floor
Buffalo, NY 14203
Attention: Debbie Pringle
716-848-3804

M&T Bank
327 Great Oaks Boulevard
Albany, NY 12203
Attention: Courtney Haydock
518-464-6177

M&T Bank
Park 80 West
Plaza Two, Suite 104
Saddle Brook, NY 07663
Attention: Craig Dondiego
201-368-4502

MARYLAND, VIRGINIA, AND DISTRICT OF COLUMBIA

M&T Bank
nd

25 South Charles Street, 22 Floor

Baltimore, MD 21201
Attention: Michelle Sann
410-545-2200

DELAWARE
M&T Bank
1100 North Market
Wilmington, DE 19890
Attention: Joseph L. Yacysyhn
302-651-8494

PENNSYLVANIA
Berks / Lehigh (Reading), PA:

Central (Harrisburg), PA:

Eastern (Pottsville), PA:

M&T Bank
P.O. Box 15210
Reading, PA 19612-5210
Attention: Jen Wagner
610-378-3686

M&T Bank
th
213 Market Street, 14 Floor
Harrisburg, PA 17101
Attention:
Michelle Hoover: 717-255-2209 or
Tonya Wishard: 717-231-2644

M&T Bank
One South Centre Street
Pottsville, PA 17901
Attention: Debra Kukta
570-628-6585

Northern (Williamsport), PA:

Philadelphia, PA (#1):

Philadelphia, PA (#2):

M&T Bank
101 W. Third Street
Williamsport, PA 17701
Attention: Sue Potts
570-327-2138

M&T Bank
2003 S. Easton Road
Suite 204
Doylestown, PA 18901-7100
Attention: Marge Bach
267-880-7004

M&T Bank
797 E. Lancaster Avenue
Villanova, PA 19085-1517
Attention: Cassandra Bell
610-520-1496

Southern (Hanover), PA:

Southern (Lancaster), PA:

Southern (York), PA:

M&T Bank
13 Baltimore Street
Hanover, PA 17331
Attention: Lisa Benner
717-630-6633

M&T Bank
1703 Oregon Pike
Lancaster, PA 17601
Attention: Roxanne Mihalov
717-560-3191

M&T Bank
109 West Market Street
York, PA 17401
Attention: Brenda Thomson
717-852-2021

Western (Altoona), PA:

Wilkes-Barre, PA:

M&T Bank
301 W. Plank Road
Altoona, PA 16602
Attention: Marsie Albright
814-946-6633

M&T Bank
15 South Franklin Street
Wilkes-Barre, PA 18701
Attention: Debbie Rhinard
570-821-7102

The M&T Charitable Foundation

Charitable Contributions Application
To Be Completed For Submission to All Offices
(Please print and complete Application in full.)
Date: ____________________
Organization: ________________________________________________________________________
Address: ____________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Contact person: _________________________________ Title: _________________________________
Telephone: ___________________________ E-mail: _________________________________________
Federal tax ID#: _____-_____________________
Brief description of funding request: _______________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
What county will this request support? _____________________________________________________
Would your organization have volunteer opportunities for M&T employees?
Yes _____ No _____
If Yes, and you are requesting funds from either Gr. Baltimore, Chesapeake/Central Maryland, or Gr.
Washington, please complete the Volunteer Profile Sheet located on page 9 and return it along with
this completed form.
Amount requested: ______________________________________________
Request is _____________% of total annual funding.
Request is _____________% of campaign/project goal.
Current campaign funding goal: _____________________________________
Campaign dates: ______________________________________________________________________
Date/time of event (if applicable): _________________________________________________________
Is the organization a 501(c) (3)? Yes _____No _____
Note: If Yes, please provide a copy of your 501(c)(3) federal tax exemption letter of determination.
What percentage of those served by your agency for this initiative would be considered of low-to
moderate income? _______________________________________
Date when funds are needed: _______________________
Make check payable to: ________________________________________________________________________
Tax-deductible portion of this request (if applicable): $_______________

Cost of an individual ticket (if applicable): $_______________

Tax-deductible portion of an individual ticket (if applicable): $_______________
List the four largest committed donors and amounts contributed for this request in the current year, if
request is under $10,000. If request is $10,000 or more, please complete the Supplemental
Questionnaire located on page 7.
Donors

This
Program

Annual
Giving

Total
Amount

1.
2.
3.
4.
5.
6.

_________
_________
_________
_________
_________
_________

________
________
________
________
________
________

$_________
$_________
$_________
$_________
$_________
$_________

_____________________________________
_____________________________________
_____________________________________
_____________________________________
_____________________________________
_____________________________________

Current annual operating budget: _______________________________________________

Change in net assets last year: ____________________________________________
Amount of net assets: ____________________________________________________
Market value of endowment (if any): _________________________________________
United Way funding in current year: _________________________________________
Name and brief description of any organization(s) providing the same type of service: ________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
List other contributions received from The M&T Charitable Foundation this calendar year and usage (if
applicable): __________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Indicate how the contribution will be recognized publicly: ______________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
Comments: __________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
____________________________________________________________________________________
___________________________________________________________________________________

Signature: _________________________________________ Date: ____________________________

REMEMBER TO ATTACH ALL OF THE FOLLOWING DOCUMENTS:

One to two-page proposal

Board member list and their affiliations
Any brochures or printed materials describing the project or event
Copy of 501(c)(3) federal tax exemption letter of determination
Annual budget or proposed budget
Copy of most recent IRS 990 filing if request is $10,000 or more
Copy of most recent annual financial report filed with state authority
Copy of Supplemental Questionnaire if request is $10,000 or more
Volunteer Form (if applicable)
Logic Model (if applicable)

Note: The one to two-page proposal should include the mission / purpose of your organization, detailed
description of the need for funding, description of how the contribution will benefit the quality of life in the
community, and the nature and sources of permanent funding.
Please forward the completed package to the appropriate charitable contributions coordinator located
on page 3, or your sponsor (if applying for funding from the Buffalo region).

THANK YOU.

The M&T Charitable Foundation

Supplemental Questionnaire
6

To Be Completed For Submission to All Offices

(Required for requests of $10,000 or more.)

Date: ____________________

Organization: ________________________________________________________________________
Attach the following:

Copy of most recent IRS 990 filing

Copy of the organization's most recent annual financial report filed with your state authority

List top 10 private and private sector (corporate) donors in current year for this request and note whether
it is pending or received:
This
Annual
Total
Program
Giving
Amount
Donors
1. _____________________________________
2. _____________________________________
3. _____________________________________
4. _____________________________________
5. _____________________________________
6. _____________________________________
7. _____________________________________
8. _____________________________________
9. _____________________________________
10._____________________________________

_________
_________
_________
_________
_________
_________
_________
_________
_________
_________

________
________
________
________
________
________
________
________
________
________

$_________
$_________
$_________
$_________
$_________
$_________
$_________
$_________
$_________
$_________

List top 10 public sector and foundation donors in current year for this request and note whether it is
pending or received:
Donors

This
Program

Annual
Giving

Total
Amount

1. _____________________________________
2. _____________________________________
3. _____________________________________
4. _____________________________________
5. _____________________________________
6. _____________________________________
7. _____________________________________
8. _____________________________________
9. _____________________________________
10._____________________________________

_________
_________
_________
_________
_________
_________
_________
_________
_________
_________

________
________
________
________
________
________
________
________
________
________

$_________
$_________
$_________
$_________
$_________
$_________
$_________
$_________
$_________
$_________

What percentage of your directors/trustees contributes annually to your organization? ______________%

What percentage of total annual private sector fundraising is comprised of your directors/trustees
contributions? _____________%