Charitable Giving Guidelines

People's United Bank targets its philanthropic efforts in the following areas: affordable housing, community development, and youth development.

We encourage proposals that demonstrate the following:

• Strong leadership that will significantly strengthen communities in which People's United Bank operates, and that serve as a model for other non-profit groups.
• Sound administration and financial condition
• Opportunities for People's United Bank's employees to volunteer
• Competency in organizational activities that are crucial for success.
• Effective board governance
• Connections and collaborations with other organizations

Please note that all health and human services organizations are funded exclusively through our contribution to the United Way in order to utilize their expertise in distributing the funds. Also, People's United Bank does not generally fund capital campaigns. We prefer to contribute to specific programs and events.

To apply for a contribution to your organization:

Please provide the following information:

• A cover letter on the requesting organization's official stationery that states the amount requested and the purpose of the grant. Please indicate clearly the name and the telephone number of the contact person.
• A brief description of the organization's purpose, mission, history and accomplishments. Please limit this information to one page with12-point font and one-inch margins.
• A list of government, corporate, and foundation grants, investments or loans, and the most recent amounts from these contributors to the organization or project.
• A letter of tax-exempt charitable status under Section 501(c)(3) from the Internal Revenue Service and proof that the organization is not a private foundation as defined in Section 509(a) of the Internal Revenue Code. If a fiscal agent is to be used, attach the written agreement with the fiscal agent and a copy of its 501(c)(3) status letter.
• Names and affiliations of the Board of Directors and board sub-committees, if appropriate, frequency of meetings, and role in the organization.
• List of accrediting agencies, where appropriate.
• Report on accomplishments from the last grant received from People's United Bank, if appropriate.
• A plan to evaluate a measurable impact of a People's United contribution.

Please have the following information available upon request:

• The organization's operating budget for the current year and its proposed budget for the next year, or the project's operating budget for the current year and its proposed budget, upon request.
• The most recent audited financial statements and the most recent Form 990 (the combined federal and state charitable report) upon request.

Please Send All Requests To:
Tammy Torres
Community Relations Department
People's United Bank
850 Main St., BC 02-815
Bridgeport, CT 06604
Phone: (203) 338-2615