Corporate Contributions

Purpose

The purpose of this page is to describe guidelines used by the management of Charlotte State Bank & Trust in making decisions regarding contributions and community support.

Philosophy

Charlotte State Bank & Trust has been Charlotte County’s Hometown Bank since its inception in 1987. The bank has integrated itself into the community as a business partner by providing banking, investment and trust services to the businesses and residents of the communities it serves, as well as a community partner through involvement of staff and with financial support in community, cultural, civic, religious and educational organizations that foster the enhancement of life within the area.

Vision

Charlotte State Bank & Trust’s Community Support program is committed to fostering a bank team of employees who are proud and pleased to be a part of the Hometown Banking Team. The bank strives to be a visible and contributing corporate citizen in its communities.

Mission

Charlotte State Bank & Trust recognizes its role within the communities it serves. We believe in supporting and giving back to these communities. The bank focuses its community support in areas specifically designed to:

  • Assist youth
  • Improve education
  • Facilitate community development
  • Enhance low- and moderate-income neighborhoods
  • Assist the elderly
  • Support the arts and humanities

Additionally, the bank provides employees with the opportunity to contribute their individual talents for the betterment of the communities in which they live.

Program Guidelines

While Charlotte State Bank & Trust views charitable giving as a responsibility, regrettably we are unable to accept or respond favorably to donation requests that are not aligned with our mission. First consideration for donation requests shall be given to those with established relationships in good standing with the Hometown Bank. Community support, in the form of donations, sponsorships or advertising may be made to nonprofit organizations providing services benefiting the communities we serve. (An organization is considered nonprofit if it is a group, agency or service whose primary objectives are to improve or enhance the quality of life in sections of the community or to provide targeted welfare or other support.) Such support is made under the following categories that reflect our funding priorities:

  • Affordable housing for low- to moderate-income individuals and families
  • Community services relating to the safety of area residents
  • Quality of life for area residents
  • Activities that promote economic development
  • Activities that help revitalize and stabilize low- to moderate-income areas or areas adversely affected by disaster
  • Activities that foster the quest for knowledge and promote sportsmanship of area youth

Within these categories and funding guidelines, projects of all nonprofit organizations are considered for funding without regard to race, national origin, color, gender, disability, religion, ethnicity, age, marital status or sexual orientation. In addition to the categories listed above, we will consider support of the efforts of Charlotte State Bank & Trust’s board of directors, employees and customers. Please do not submit requests for:

  • Individual needs
  • Membership organizations, unless the project benefits the entire community
  • Travel for individuals or groups
  • Religious organizations, unless the project benefits the entire community or education
  • Political causes, candidates, organizations or campaigns
  • Endowments or capital campaigns
  • Beauty/scholarship pageants

Organizations that are generally eligible for support will not be funded when the purpose is to cover any of the following:

  • Past operations deficits
  • Travel
  • Conferences
  • Advertising
  • Undefined operational support
  • Organizations of controversial nature
  • Third party fundraising organizations

Review Process

The bank’s Community Support Committee will review proposals and make funding decisions on a monthly basis. The committee evaluates how the proposed program reflects the bank’s guiding principles and program emphasis in addition to how well the applicant conveys the information requested.

How to Apply

To apply for support, please prepare a hard-copy proposal of the Community Support Request Form and submit it to the Marketing Department of Charlotte State Bank & Trust. Please include all supporting information.

When to apply

For support in the amounts of over $1,000.00, please provide a request between September 30 and November 30 of the year prior to that in which you would like support. For lesser amounts, please allow 30 days prior to the time funds are needed.  We realize that unexpected situations may occur that require financial support. Applications for these events are accepted throughout the year. The bank maintains a reserve account to respond to such needs; however, funding is limited and varies per year.

Where to apply

Please submit your request to: Charlotte State Bank & Trust Marketing Department, 1100 Tamiami Trail, Port Charlotte, FL 33953