Weaver Private Foundation

Transcription

1 Weaver Private Foundation Charity of Choice Program Issue Date: July 1, 2014 Due Date: July 31, 2014 by 5:00 PM CDT

2 July 1, 2014 Re: for the Weaver Private Foundation Charity of Choice Program Dear Applicant, The Weaver Foundation (Foundation) appreciates your interest in our Charity of Choice Program. The Foundation is soliciting proposals from charitable organizations to serve as a Charity of Choice for the Weaver Employee Outreach Program. The Foundation was created to sponsor organizations, events and programs that provide the company the opportunity to achieve the following business objectives: Support quality of living in the communities in which our employees live and work Increase brand awareness and the Firm s commitment to giving back to our communities Increase client/referral loyalty Increase business development Enclosed you will find the Charity of Choice request for proposal (RFP) for your review and completion. Please review the guidelines thoroughly before submitting a proposal. For consideration for the contribution, please submit your proposal electronically to the Foundation on or before July 31, 2014 by 5:00 PM. Please submit to: wtfoundation@weaver.com The Foundation will evaluate all responses based on the criteria outlined in the attached RFP. We will notify all respondents on the status of their application upon completion of our review. If you have any questions about the Charity of Choice Program, please us at wtfoundation@weaver.com Sincerely, Andy Freundlich Brian Thomas Tracy Elms Board Member Board Member Board Member Dallas Houston Midland/Odessa James Fitts Tim Dowling Laura McNutt Board Member Board Member Board Member Fort Worth Austin San Antonio

3 Purpose of Request The Weaver Private Foundation (Foundation) is soliciting proposals for a non-profit organization to partner with us to provide a community involvement opportunity for Weaver employees in conjunction with a substantial sponsorship of your organization or cause. Applications may request up to $50,000 for their organization that operates in many of our locations, but not limited to all of our locations. We have offices in the Dallas, Fort Worth, San Antonio, Austin, Houston and Midland/Odessa metro areas. We anticipate that each location will receive an allocated amount of the total donation. The successful organization must be a not-for-profit organization with a valid 501(c) (3) status. The Foundation would prefer that the selected organization have locations or volunteer opportunities in the Dallas, Fort Worth, San Antonio, Austin, Houston and Midland/Odessa communities, but we will accept applications that have opportunities available in many of our locations. Please note that the volunteer opportunity should be a one day event so that we can have participation from as many of our employees as possible. The Foundation reserves the right to reject any and all applications. This request does not obligate the Foundation to pay any costs incurred by respondents in the preparation and submission of an application. Time Schedule The Foundation will follow the following timetable, which should result in final selection of a non-profit organization sponsorship opportunity. Issue date: July 1, 2014 Deadline for submittal of application: July 31, 2014 Preliminary Selections: August 15, 2014 Notify chosen organization: September 30, 2014 Organizations are invited to direct questions in advance of submittal to: wtfoundation@weaver.com Delivery of Application One electronic copy application must be delivered to: wtfoundation@weaver.com

4 Introduction The Foundation was created to sponsor organizations, events and programs that provide the company the opportunity to achieve the following objectives: Support quality of living in the communities in which our employees live and work Increase brand awareness and the Firm s commitment to giving back to our communities Increase client/referral loyalty The Foundation evaluates applications for sponsorship in the Dallas, Fort Worth, San Antonio, Austin, Houston and Midland/Odessa communities. It is our goal to make the gift to a non-profit organization with whom we can partner to involve the employees of Weaver. Because Weaver employees value community involvement in their professional and personal lives, it is our goal to involve our employees in the gift. The Foundation will select one organization as its Charity of Choice for the year. Each sponsorship request is carefully evaluated to determine compatibility with business objectives. The Foundation does not typically engage in sponsorships with the following types of organizations or activities: Courtesy or goodwill advertising in publications Amateur athletes or athletic organizations Individual K-12 schools Individuals Organizations, projects or programs outside the U.S. or mainly international Political parties, campaigns or candidates, partisan political organizations Sectarian, religious and denominational organizations Other events/activities that are incompatible with our firm brand image

5 The Weaver Private Foundation Charity of Choice Mandatory Requirements Section 1: Background Information on Organization Requesting Funds 1. Name and purpose of organization 2. Population served 3. Summary of organizational activities 4. Organizational structure a. Name and bio of key staff members b. Board of Directors c. Number of paid, full-time employees d. Number of paid, part-time employees e. Are volunteers used in your activities? How are they used? Section 2: Fund Allocation Proposal 1. Description of the project for which funding is sought 2. Specific goals or objectives of the project 3. Other information that you would like us to consider Section 3: What type of activity can Weaver employees participate in? 1. Do you need a certain number of volunteers or does your volunteer opportunity depend on the number of interested volunteers? 2. In which of Weaver s locations do you have volunteer opportunities available? 3. Please include a description of the proposed volunteer opportunity and please note that it should be a one day event. 4. Do you have a person on your staff that can coordinate volunteer effort? 5. Name, title, telephone number and address of primary contact for any further details or questions. Who should receive the contract if your organization is chosen as an applicant?

6 Section 4: Financial Information 1. Tax status: Evidence of the applicant s status as an exempt organization for federal income tax purposes, including whether it qualifies as a public charity organization as defined in section 501(c)(3) of the Internal Revenue Code. All applicants must complete this entire application for consideration for assistance by the Foundation. Thank you for your response and we wish you the best in this application process.