Updated: 01/30/2014 1

The M&T Charitable Foundation Charitable Contributions Application Instructions

MISSION STATEMENT At M&T Bank, we recognize that our corporate success is directly related to the health and vitality of the communities we serve. So, as a corporate citizen, we believe in providing resources to not-for-profit organizations that make our communities better places to live and work.

Through our philanthropic arm, The M&T Charitable Foundation, we support a diverse range of civic, cultural, education, health care, human service and youth organizations with financial grants, employee volunteerism and in-kind services.

PROCESS All requests received by The M&T Charitable Foundation are reviewed by local Charitable Contributions Committees. Monthly meeting dates vary from region to region; please contact the appropriate region for the scheduled meetings and deadlines (contact names and addresses can be located on page 3).

* * * * * * * * * * * * * * * * * * * If your organization would like to be considered for a charitable contribution for over $1,000, please submit the following:

1. A completed Charitable Contributions Application located on pages 4 and 5. 2. Board member list and their affiliations. 3. Copy of the IRS 501(c)(3) federal tax exemption letter of determination. 4. A brief proposal of 1 to 2 pages that includes the following:

a) Mission statement / purpose of your organization b) Detailed description of the need for funding c) Description of how the contribution will benefit the quality of life in your community d) The nature and sources of permanent funding e) Annual budget and / or project budget

5. If the request is for $10,000 or more, please complete the Supplemental Questionnaire located on page 6 6. If applying for funding in the Buffalo area, all proposals must be submitted through an M&T Bank sponsor

(employee). A sponsor can be one of the following: a) If your organization banks with M&T, submit your proposal through your banker (branch manager,

relationship manager, trust officer, etc.). b) If you have an M&T employee serving on your board, submit your proposal through the board

member. c) If you have an M&T employee working as a volunteer for your organization, submit your proposal

through the volunteer. d) If your organization does not have any of the above contacts, submit your proposal to the manager

of the M&T branch closest to your organization.

The sponsor will then complete the internal piece of the Application and submit to the Buffalo charitable contributions coordinator. Please note that the committee will not address any proposal unless a sponsor recommendation is received.

7. If requesting the participation of M&T volunteers in conjunction with or without a funding proposal, please complete The M&T Volunteers Program Application Form located on pages 7 and 8.

8. If applicable and applying for funding in the Rochester area, please complete The Logic Model located on pages 9 and 10.

9. Please forward the completed package to the appropriate charitable contributions coordinator located on page 3, or your sponsor (if applying for funding from the Buffalo region).

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The M&T Charitable Foundation Charitable Contributions Application Instructions (continued) FUNDING LIMITATIONS In general, The M&T Charitable Foundation does not make grants to:

• Individuals • Organizations which lack the 501(c)(3) tax-exempt status • Political organizations, candidates or lobbying efforts • Fraternal or veterans organizations • Sports teams • National or international organizations, unless their programs have significant local impact • Religious or sectarian organizations, except when they are conducting programs secular in nature

and have wide public impact

ARTS AND CULTURAL REQUESTS OVER $10,000 M&T Bank is a partner in the Cultural Data Project (CDP), an online system for collecting and standardizing historical financial and organizational data. All arts and cultural organizations applying for contributions of $10,000 or more in Maryland, New York and Pennsylvania should submit a Data Profile annually through the CDP website (www.culturaldata.org) (select your state from the drop-down on the left). If you are not yet registered with CDP, please log onto your state at the above site for information on how to participate.

PLEASE REMEMBER TO INCLUDE ALL OF THE FOLLOWING DOCUMENTS:

• One to two-page proposal • Board member list and their affiliations • Any brochures or printed materials describing the project or event • Copy of 501(c)(3) federal tax exemption letter of determination • Annual budget or proposed budget • Copy of most recent IRS 990 filing if request is $10,000 or more • Copy of most recent annual financial report filed with state authority • Copy of Supplemental Questionnaire if request is $10,000 or more • Volunteer Form (if applicable) • Logic Model (if applicable)

Note: The one to two-page proposal should include the mission / purpose of your organization, detailed description of the need for funding, description of how the contribution will benefit the quality of life in the community, and the nature and sources of permanent funding.

THANK YOU

Updated: 01/30/2014 3

CONTACT INFORMATION BY STATE / REGION

New York, New Jersey and Ontario

Buffalo & Toronto 575 Main Street, 12th Floor

Buffalo, NY 14203 Attention: Joe Cassidy

716-848-3804

Rochester & Southern Tier 255 East Avenue

Rochester, NY 14604 Attention: Sara Cardillo

585-258-8221

Central (Syracuse) 101 South Salina St. Syracuse, NY 13202 Attention: Alissa Viti

315-424-4411

Capital District (Albany) 327 Great Oaks Boulevard

Albany, NY 12203 Attention: Courtney Buckley

518-464-6177

Hudson Valley North (Fishkill) 1769 Route 52, PO Box 7000

Fishkill, NY 12524 Attention: Courtney Buckley

845-440-2952

Tarrytown 303 South Broadway, Suite 130

Tarrytown, NY 10591 Attention: Lisa Trend

914-366-8504

New York City 350 Park Avenue, 6th Floor

New York, NY 10022 Attention: Jonathan Vazcones

212-350-2523

New Jersey Park 80 West

Plaza Two, Suite 104 Saddle Brook, NJ 07663

Attention: Pat Litsis 201-368-4502

Maryland, Virginia and D.C. Delaware

25 South Charles Street, 22nd Floor Baltimore, MD 21201

Attention: Michelle Sann 410-545-2200

1100 North Market Wilmington, DE 19890

Attention: Joseph L. Yacyshyn 302-651-8494

Pennsylvania

Western (Altoona) 301 W. Plank Road Altoona, PA 16602

Attention: Marsie Albright 814-946-6633

Northern (Williamsport) 10 Reitz Blvd.

Lewisburg, PA 17837 Attention: Jeanne Reed

570-522-5102

Wilkes-Barre, PA 15 South Franklin Street Wilkes-Barre, PA 18701

Attention: Debbie Rhinard 570-821-7102

Berks / Lehigh (Reading) P.O. Box 15210

Reading, PA 19612-5210 Attention: Sandy Filbert

610-378-3634

Eastern (Pottsville) One South Centre Street

Pottsville, PA 17901 Attention: Debra Kukta

570-628-6585

Central (Harrisburg) 213 Market Street, 14th Floor

Harrisburg, PA 17101 Attention: Tonya Beck

717-231-2644

Philadelphia 797 E. Lancaster Avenue

Villanova, PA 19085-1517 Attention: Cassandra Bell

610-520-1496

Southeastern, PA 109 West Market Street

York, PA 17401 Attention: Brenda Thomson

717-852-2021

Updated: 01/30/2014 4

The M&T Charitable Foundation Charitable Contributions Application To Be Completed For Submission to All Offices (Please complete application in full) Organization: Date:

Address:

City: State: County: Zip Code:

Contact person: Title:

Telephone: E-mail:

Federal tax ID#: -

Brief description of funding request:

What county will this request support?

Would your organization have volunteer opportunities for M&T employees? Yes No

Note: If Yes, and you are requesting funds from either Gr. Baltimore, Chesapeake/Central Maryland, or Gr. Washington, please complete the Volunteer Profile Sheet located on page 7 and return it along with this completed form.

Amount requested:

Request is % of total annual funding. Request is % of campaign/project goal.

Current campaign funding goal: Campaign dates:

Date/time of event (if applicable):

Is the organization a 501(c)(3)? Yes No Note: If Yes, please provide a copy of your 501(c)(3) federal tax exemption letter of determination.

What percentage of those served by your agency for this initiative would be considered of low-to moderate

income? %

Date when funds are needed:

Make check payable to:

Tax-deductible portion of this request (if applicable): $

Cost of an individual ticket (if applicable): $

Tax-deductible portion of an individual ticket (if applicable): $

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List the four largest committed donors and amounts contributed for this request in the current year, if request is under $10,000. If request is $10,000 or more, please complete the Supplemental Questionnaire located on page 6.

Donors This

Program Annual Giving

Total Amount

1.

2.

3.

4.

5.

6.

Current annual operating budget:

Change in net assets last year: Amount of net assets:

Market value of endowment (if any): United Way funding in current year:

Name and brief description of any organization(s) providing the same type of service

List other contributions received from The M&T Charitable Foundation this calendar year and usage (if applicable):

Indicate how the contribution will be recognized publicly:

Comments:

Signature: Date:

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The M&T Charitable Foundation Supplemental Questionnaire To Be Completed For Submissions of $10,000 or More

Organization: Date: Attach the following:

• Copy of most recent IRS 990 filing • Copy of the organization's most recent annual financial report filed with your state authority

List top 10 private and private sector (corporate) donors in current year for this request and note whether it is pending or received:

Donors This

Program Annual Giving

Total Amount

1.

2.

3.

4.

5.

6.

7.

8.

9.

10. List top 10 public sector and foundation donors in current year for this request and note whether it is pending or received:

Donors This

Program Annual Giving

Total Amount

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

What percentage of your directors/trustees contributes annually to your organization? %

What percentage of total annual private sector fundraising is comprised of your directors/trustees contributions?

%

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The M&T Charitable Foundation Volunteers Program Application Form

Organization Name:

Title of Event:

Address:

Contact: Telephone: Email:

Name of sponsoring not-for-profit organization or not-for-profit organization the event will benefit:

Does M&T provide charitable funding for this organization?

Is the organization a registered 501(c)(3)?

Has M&T supported this event in the past? If yes, when?

Event Description:

Duties of Volunteers:

Event Frequency (Single or Recurring):

If Recurring (circle one): Weekly Monthly Other If other:

Event Day and Date(s):

Event Start Time: Event Finish Time:

Volunteer Shifts? Yes No Indicate Shift Times:

Event Location Name:

Event Location Address:

City: State: County: Zip Code:

Maximum number of Volunteers: Wait List Needed?

Liability Waiver / Disclosure (Please note M&T Bank’s Standard disclosure is automatically supplied.) Use one supplied by not-for-profit (in addition to M&T Standard Disclosure): Yes No

Please include any informational materials about the event and list an event web site, if available.

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Preferred Skills:

Skills/Interests Yes/No Skills/Interests Yes/No Accounting and Bookkeeping Grant Writing

Art Graphics/Design

Bilingual / Translation Human Resources & Recruiting

Art Languages

Board Participation Law

Child Care Leadership Development

Clerical / Administrative Management Consulting & Planning

Coaching Marketing / Branding

Communications Mentoring

Companionship Music

Computers/Technology Outdoor Recreation

Conflict Resolution & Negotiation Project Management

Construction Public Relations

Cooking Public Speaking

Counseling Real Estate

Dance Research

Driving / Transportation Skilled Trades

Education Sports

Event Management Planning Tax Preparation

Finance Teaching / Tutoring

Financial Literacy Time Management

First Aid & CPR Video Production and Editing

Fundraising Web Development

Gardening Writing / Editing

TARGET VOLUNTEER RECRUITMENT: Please select from one of the M&T Community Bank Regions in which you would expect to draw volunteers to this event:

Albany/Hudson Valley Central Virginia NYC / Long Island Southern NY Baltimore Chesapeake Philadelphia Tarrytown / Hudson Valley South Central & Western PA Greater Washington Rochester Western NY Central NY Northern PA Southeast PA For specific county(ies), please enter: Designated M&T Event Contact Coordinator Name (if none, please indicate): Coordinator Telephone: Coordinator Email: *Any designated event coordinator needs to complete the Volunteer Coordinator Form.

Updated: 01/30/2014 9

The M&T Charitable Foundation Guidelines for Completing the Logic Model To Be Completed For Submission to Rochester Office Only

A logic model is a valuable organizational planning, implementation, funding and quality improvement process tool. It describes how your programs or capital projects are expected to work in achieving desired outcomes, while identifying the need for adjustments and improvements. The Logic Model was developed by a representative group of health and human service providers and private and public funders to create a common format. This outline is intended to guide you in using the Logic Model. We have outlined the five areas included in the model in the order we recommend you use when planning a program or capital project; the actual model outlines the areas in reverse order (see Logic Model on page 10). Here are the five areas: WRITING YOUR LOGIC MODEL:

1. The goal gives a one-sentence overview of what the program or capital project is designed to accomplish and for whom.

2. Projected outcomes are benefits or changes for individuals or populations during or after participating in

activities. They show effects on knowledge, attitudes, skills, behavior, condition or status; examples include increased reading levels, improved parental management skills and increasing home ownership. The following are not outcomes: number of participants served, participant satisfaction, reports completed. Timeframes for short-term versus long-term outcomes will vary based on the type of program or activities. Short-term outcomes should occur within a timeframe that allows you to measure them. You may be able to measure some long-term outcomes as well; others may go beyond the scope or timeframe that you can measure, but are expected to occur and may be related to short-term outcomes (when completing the model, note with an asterisk (*) outcomes you plan on measuring.

3. Activities show what you do with the inputs/resources to achieve your outcomes. Examples include

support groups, job clubs, individual counseling, structured recreation programs, etc. Activities should be quantified to show information such as frequency, duration and participation (including specific client populations, e.g., school children).

4. Inputs are the resources needed to carry out your activities and accomplish your outcomes. Staff, funds,

volunteers, and materials are all examples of inputs. Inputs should be quantified whenever possible (e.g., number of full-time equivalent [FTE] social workers).

5. Relationships between inputs, activities, short and long-term outcomes should be shown to the best of

your ability, e.g., through numbering, blocking, arrows, etc.

Updated: 01/30/2014 10

The M&T Charitable Foundation Logic Model To Be Completed For Submission to Rochester Office Only (See attached Logic Model Guidelines located on page 9)

Program / Project: Agency: Date:

Program / Project Time Frame:

Program / Project Goal:

Names and titles of those with key roles in developing logic model:

Inputs ($’s, staff, volunteers, materials & other resources required) Quantify inputs wherever possible (e.g., 2.5 FTE social workers, 270 volunteer hours)

Activities (What the program does with the inputs to achieve its outcomes) Activities should be quantified (e.g., 2 support groups (10 moms each/2 hours per week for 4 months)

Projected Outcomes (Effects on knowledge, attitudes, skills, behavior, condition or status during or after program/project) Shorter-Term Outcomes Put an “*” next to those you will measure

Longer-Term Outcomes Put an “*” next to those you will measure