U.S. Corporate Grant Guidelines 2008 Russell Investments shares the success of our business with the communities where we work by supporting non-profit agencies that advance the well-being of the people who live there. Overview We will accept proposals from communities where Russell does business, with a priority on organizations in Pierce and King Counties in Washington State. Organizations requesting support must qualify for non-profit, tax-exempt status under section 501(c)(3) of the Internal Revenue Code. Gifts are usually in the $3,000 to $10,000 range and must be used exclusively for the purpose stated in the request. Russell uses a standard application form to assure proposals contain all necessary information. In the Corporate Giving program, Russell will consider applications for project or operating support in the areas of education, health and human services, arts and culture and civic improvement. New in 2008 In order for Corporate Giving Committee members to make more meaningful decisions, we will be reviewing applications in each granting area only once each year. Organizations will only have one opportunity to apply. The schedule is below. Procedure Organizations seeking support should first submit a Letter of Inquiry (LOI). Russell will then invite full applications from agencies whose work most closely fits our community involvement goals. The Letter of Inquiry should be no more than two pages and should include:   1-2 paragraphs about the organization, including mission, brief history, major programs or achievements, and total operating budget. What are the goals and desired outcomes of this program? How will it be implemented? By what measures will you know you've succeeded? Who else are you partnering with and what roles will they play? What is the program budget and amount you would like Russell to consider supporting? Name of Director and full information for a key contact (phone, mail, email, website). Please mail Letter of Inquiry to: Julia Garnett Community Development Manager Russell Investments 909 A St Tacoma, WA 98402. 2008 schedule For applications in education, arts/culture and civic improvement: LOI Due   LOI Review and full grants requested   Application Due   Notification Feb 1   Feb6   Mar 4   Late May For applications in health and human services: LOI Due   LOI Review and full grants requested   Application Due   Notification Aug 1   Aug 5   Sept 5   Late November Factors considered in grant selection will include:   Evidence of high quality services that effectively meet important community needs. Clear program milestones and measures to gauge success. Strong track record of successful project implementation and good management. Russell associate involvement or future opportunities for involvement. Programs that improve conditions or have lasting impact will be prioritized over those meeting one-time needs. Programs that address Russell's focused giving areas of financial literacy or children will be prioritized. For further information, contact Julia Garnett at 253-439-3102 or jgarnett@russell.com. Focused Giving Initiative Russell also has a Focused Giving Initiative which supports innovative and/or significant programs around the world addressing pressing needs in two areas:   Financial literacy. Children. If you would like to learn more about applying for a Focused Giving Grant, please contact Julia Garnett. RC4848			Focused Giving Guidelines Printer friendly version of this page Send feedback or comments Site Search

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