Servus Credit Union - guidelines

Our Community Investment Guidelines form the basis for decisions about how we support the community through fundraising, donations, sponsorships, partnerships or gifts-in-kind.

Community Investment Priorities

If you think your organization would be a good fit for Servus Credit Union, your mandate must fall within one of our priority areas. They include:

Youth: programs and organizations that enhance the quality of life for youth;
Education: programs that support the education of youths and adults;
Social services and poverty: programs and agencies that provide a necessary service and have a genuine need for support;
Local Community Initiatives and Events: local events that define our towns, cities, and regions and celebrate their history and culture.

Types of Community Investments

Servus Credit Union invests in the community in many ways. We've identified the follow ways that are most commonly used:

Donations: a gift-in-kind or cash donation with little or no recognition;
Fundraising: direct involvement in raising funds or goods for not-for-profits;
Sponsorships: funding in exchange for corporate profile;
Partnerships: a mutually beneficial relationship with a not-for-profit organization;
Scholarships: money to assist students with post-secondary education;
Employee volunteerism: support to employees as they volunteer in the community;
Organizational accounts: low-cost banking plans for not-for-profit organizations.

Eligibility Criteria

A program or event is eligible if it complies with the following criteria:

Taking place in one or more communities served by Servus.
Organized by members of that community
Supported by individuals and businesses in that community
Objectives within one of the 2010 Community Investment Areas of Focus, and
Not excluded by any of the ineligible criteria listed below.

Eligibility does not guarantee support. It is only the first step in determining the value and opportunity of a program or event. The following are not eligible for Community Investment funding:

For profit organizations
Advocacy or lobbying organizations
Political projects, programs or organizations
Contingency funds or deficit campaigns
Generic, mass mailing solicitations
Organizations that discriminate on the basis of race, gender, religion, or lifestyle and
Support for individuals, including individuals fundraising independently for a charity (third-party fundraising) or collecting pledges for a charity organized fundraiser
Events and programs occurring outside of Alberta, even if Albertans are involved in organizing and participating
Unregistered organizations or businesses

Community Investment Application Form

Please refer to the application page.

Contact Information