Empowering Communities

A written request must be submitted and supporting documentation must be provided. All requests must be submitted in writing to Unison Credit Union, c/o Marketing Department, at PO Box 260, Kaukauna, WI 54130. Written requests may be submitted via Unison’s Charitable Contribution Request Form, or in letter form which contains the following information:

• Name, address, e-mail and phone number of organization/contact person
• Purpose and mission of the group requesting support
• Type of support requested
• Description of how any funds will be used
• Description of what kind of recognition Unison will receive

Unison will research the charity and present findings for requests above $500.00 to the Board of Directors along with the organization’s request. An emphasis will be placed on organizations within our current trade area.

Considerations will include whether the requestor is a charity or professional fundraiser; how the donation will be used and what percentage will be used for program services; and whether the charity is registered on the Wisconsin Department of Financial Institutions’ website. If Unison is considering making a gift to an individual or family, instead of an established charity, Unison will ask the fundraiser whether there is a trust or deposit account established for the
individual's or family's benefit and will contact the banking institution to verify the existence of the account, and verify the need with appropriate due diligence. Unison will contact DFI if necessary to register before any solicitations occur. 

Requests below $500.00 do not require Board approval. All requests for a charitable contribution below $500.00 will be reviewed by credit union personnel using substantially similar guidelines as set forth in this policy, and will be approved by the CEO.