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Charitable Contribution Requests

Investment Planners, Inc. proudly believes that business owners have a moral responsibility to give back to the communities in which they operate.

With that said, unfortunately we simply cannot honor all requests. Hundreds are received every year, and each year the number grows. We hope that by providing this information sheet for your organization to complete, we can standardize the process and create an equal opportunity for all.

  • You will be required to enter your organization’s nonprofit tax identification number to begin the online application process
  • Follow the online instructions and enter all the information needed
  • Please allow at least 30 days for a response

 

* Required














Youth-Related
Arts & Culture
Health & Human Services
Bar Foundation
Education
Civic
Other










Yes
No


The IPI Gives Back Program requires the following documentation, if applicable:

  1. A copy of your organization's 501(c)(3) IRS tax exemption letter or a copy of your 501(c)(3) application to the IRS
  2. A copy of your organization's current budget for the project, program, or activity
  3. The names of the organization's Board of Directors
  4. Other supplementary materials that describe your organization and its purpose and goals




FOR IPI USE ONLY

Comments:

Recommendations:

Giving Officer:

Approved / Declined

Amount: $

Date:



 

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