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

Organization Name Federal Tax ID Number Work Address Work City Work State Work Zipcode/Postcode Work Country Title First Name Last Name Email Work Phone Number Title Please check the area that best describes your organization:
Youth-Related
Arts & Culture
Health & Human Services
Bar Foundation
Education
Civic
Other
Please describe the mission, nature, and purpose of your organization: Project Name Dollar Amount Requested Geographic Area Served How many people will this project benefit? In what county is the project, program, or activity? Date of project, program, or activity Please describe the nature, purpose, and benefits of the project, program, or activity for which you are requesting support. If this is an in-kind (non-financial) request (i.e. facility use, employee volunteerism, equipment, etc.), please describe needs. List any employees of Investment Planners, Inc. involved in this project, program, or activity and describe their role(s) and manpower hours required: Will IPI be recognized for its contribution?
Yes
No
Briefly explain: Applicant Name

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
A copy of your organization's current budget for the project, program, or activity
The names of the organization's Board of Directors
Other supplementary materials that describe your organization and its purpose and goals

Attach 501(c)(3) Letter or Application (250Mb Limit) Attach Project Budget (250Mb Limit) Attach Board of Directors Roster (250Mb Limit) Attach Other Supplementary Materials (250Mb Limit)

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