St. Anne's Credit Union Community Donations

Purpose: Support 501(c)(3) not-for-profit organizations in Massachusetts and Rhode Island service communities

Geographic Scope: Massachusetts and Rhode Island

Eligibility Requirements:

• Must be a Massachusetts or Rhode Island not-for-profit entity
• Must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code
• Must have received a permanent or advance IRS Determination letter
• Must be classified as a publicly supported charity under Sections 170(b)(1)(A)(6) or (a)(2)
• Only one application per agency within a 12-month period
• Previously approved donations must be completed before new requests can be submitted

Focus Areas:

• Community impact projects
• Financial literacy programs
• Local school partnerships
• Community organizations

Organizations NOT Eligible:

• Individuals or families
• Religious organizations (unless program is community-oriented)
• Political activities/candidates
• City, town, state, or federal agencies
• Travel expense funding requests
• Paid solicitors

Funding Limitations:

• Not all applications are granted
• Not all requested amounts are funded
• Consecutive three-year period maximum per organization
• After three years, organizations must suspend requests for at least one full calendar year before reapplying

Contact Information:

• Paula Carvalho, Assistant Vice President, Administrative Services
• Phone: (877) 782-6637 or (877) STANNES
• Address: St. Anne's Credit Union, P.O. Box O, South Station, Fall River, MA 02724
• Website: https://www.stannes.com/community-investment

Donation Request Application Process

Step-by-Step Instructions:

1. Download the application form from the Community Investment page
2. Complete the application (available for electronic submission depending on browser compatibility)
3. If electronic submission is not possible, save or print the application
4. Prepare proposal package on single-sided pages, if possible, without staples, clips, or report covers
5. Submit application via one of the following methods:
   • Hand-Delivered: Drop off at any St. Anne's Credit Union location to the attention of Paula Carvalho
   • Mailed: Send to Paula Carvalho, Assistant Vice President, Administrative Services, St. Anne's Credit Union, P.O. Box O, South Station, Fall River, MA 02724

Required Materials:

• Completed application form
• Single-sided proposal package pages (preferred)
• Organization's 501(c)(3) tax-exempt status documentation
• Permanent or advance IRS Determination letter
• Project/program impact information

Review Timeline:

• Approximately 4 weeks for review by Management Team and Board of Directors
• Applicants notified of decision by mail

Important Notes:

• Browser compatibility may affect electronic submission (Internet Explorer, Google Chrome)
• No staples, clips, or report covers preferred
• One application per agency per 12 months
• Previously approved donations must be completed before submitting new requests