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In the Community
Charitable Contributions
It is our belief that the most important contribution we can make is to
help improve the health of Iowans and South Dakotans.
Within the scope of our charitable contributions program, qualifying
non-profit and health-related organizations may apply for and receive
financial support from us for specific programs and events that may have a
positive impact on health issues facing Iowans and South Dakotans.
Wellmark also allocates funds to civic and community projects and programs
that preserve and enhance the quality of life within the communities we
serve.
All requests for charitable contributions are considered on a quarterly
basis by the Wellmark Corporate Contributions Committee.
Contribution requests for a specific event must be received a minimum of
120 days prior to the event date.
| Quarter |
Deadline to Submit Requests |
Contribution Committee Meets |
| First |
January 23, 2007 |
February 23, 2007 |
| Second |
April 24, 2007 |
May 24, 2007 |
| Third |
July 23, 2007 |
August 23, 2007 |
| Fourth |
October 29, 2007 |
November 29, 2007 |
| Charitable Contribution Request
Checklist |
| Application cover letter
-Organization name and complete mailing address
-Contact name, phone and fax numbers, and e-mail address
-Purpose of organization and/or event
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| If request is
related to an event, include the date, time, location, and admission
costs. |
| Statement of tax status/IRS designation |
Nature and amount of support
being requested from Wellmark Blue Cross and Blue Shield
-Charitable contribution (direct financial support)
-In-kind donation
-Board or committee involvement
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| Description of how contribution
will be used |
| Background
-Brief history of organization
-Organization goals and objectives
-List of the Board of Directors
-Previous support received from Wellmark Blue Cross and Blue Shield
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Itemized
Budget
-Plan for revenue generation and current income sources for organization
-Other organizations being approached for funding and the range
of support being requested
-Fund-raising expenses as a percentage of the event and as a percentage
of annual operating budget of organization |
| Charitable Contributions
Limitations |
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Generally corporate charitable contributions will not exceed $5,000. |
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Wellmark Blue Cross and Blue Shield does not continuously fund any
organization or event. |
| Wellmark Blue Cross and Blue Shield generally does not make
multi-year contributions. |
Contributions Exclusions
Wellmark Blue Cross and Blue Shield will not generally consider
requests for charitable contributions for or from:
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Programs outside Iowa or South Dakota
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Organizations that are not tax-exempt |
| United Way organizations seeking funds for United Way-funded
programs |
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Individuals |
| Capital campaigns |
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Endowments |
| Political campaigns, candidates, parties or partisan
activities |
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Sectarian, denominational, or religious organizations for support of
theological functions |
| Scholarships, fellowships or internships |
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Athletes or athletic events |
| Private foundations |
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Social organizations |
| Labor or fraternal groups, unless contribution will be used
to address a documented community health-related need |
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Fund-raising events if more that 20 percent of funds raised are
directed to administrative, operating, or fund-raising expenses |
| Organizations that redistribute funds to other tax-exempt
organizations (excluding United Way) |
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Goodwill advertising in benefit publications |
| Individual K-12 schools |
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