Charitable Giving Program


 

GIVING MISSION STATEMENT

The mission of First Bank Financial Centre’s (FBFC) Charitable Giving Program is to help meet the needs of the communities we serve by supporting nonprofit organizations that improve overall quality of life. Our community bank also proudly sponsors events that enhance the vitality of our neighborhoods, celebrate our community’s success, and support local charities.

Investment requests are granted based on the nonprofit organization's ability to meet our Bank's charitable giving criteria, as well as availability of charitable funds. Although there are more deserving charitable organizations in all of our communities than the Bank is able to support, our Charitable Contributions Program makes every effort to assist as many qualifying nonprofit organizations as possible.

FBFC receives hundreds of requests for donations every year. Therefore, the Bank will consider requests for charitable donations from nonprofit organizations that qualify under the following charitable giving categories:

Education and Job Training

  • Financial management training and education programs
  • After-school tutoring and mentoring programs for underserved youth and young adults
  • Scholarship programs to educational organizations that support students who require financial assistance
  • Job training and vocational programs, including literacy and basic-skills education, for low- to moderate-income adults

Health and Human Care

  • Community health and mental health counseling services
  • Homeless and crisis shelters and services
  • Aid to associations and societies that advance cures and promote health

Civic and Cultural

  • Programs that promote civic engagement
  • Aid to organizations that promote local arts and cultural activities

GUIDELINES

  • FBFC’s charitable investments are limited to public, nonprofit charitable organizations and agencies that are exempt from federal taxes under Section 501(c)(3) of the Internal Revenue Code.
  • High priority is placed on donations that benefit low- to moderate-income individuals and communities.
  • Bank contributions are not generally more than $10,000, however, exceptions can be made for certain situations.
  • Increased consideration will be given to entities with low administrative costs, in order to ensure the donated funds are efficiently directed to the parties in need.
  • Requests must be submitted by the first business day of each month. Applicants are notified, by phone or by mail, of action taken on requests within 30 days of application deadline. 

Recipient nonprofit organizations must:

  • Serve our geographic areas (10-mile radius of a FBFC branch)
  • Fit within our charitable giving categories (listed above)
  • Demonstrate fiscal and administrative stability
  • Operate as an equal opportunity employer (where applicable)
  • Be governed by a board of directors (where applicable)

Funding exclusions:

  • Organizations without 501(c)(3) status
  • Individuals (exceptions may be made by the Committee)
  • Fraternal or alumni organizations
  • Political Action Committees, political candidates, or causes or organizations attempting to influence legislation
  • Requests for the discretionary, non-specific use of an organization
  • Requests for operating expenses
  • Trips or tours for individuals and groups
  • Talent and beauty contests

PROCEDURES

Organizations should complete the Giving Mission Application, which is available at any of our FBFC branches. The completed application may be submitted via mail or email to: 

FIRST BANK FINANCIAL CENTRE
Corporate Office

Attn: Marketing Department
155 W. Wisconsin Ave.
Oconomowoc, WI 53066
marketing@fbfcwi.com
Download the Giving Mission Application