Application guide

To help you navigate through the application form, see our Tips on using the form. If you have questions about the online application process, we encourage you to review the Frequently asked questions section. Before you begin the application form, we recommend applicants review the List of questions. This will help you to collect and prepare all the necessary information required before filling out and submitting your proposal.

Tips on using the form


Below are some helpful tips to keep in mind while filling out the online application form.


  • Pop up blockers

    Some "pop up" blocking software may limit your ability to fully access the application form. Please disable any pop up blockers active on your browser.

  • Save your work

    To avoid disappointment in case your internet connection is interrupted, we recommend saving your work as you go along by clicking on the "Save" button frequently. This will prevent you losing any work as you prepare your proposal.

  • Be concise

    Our reviewers require that text is limited to approximately 150-200 words. Should you exceed the number of characters permitted, a warning will be displayed asking you to reduce the number of words you have entered.

  • Cutting and pasting

    Certain word processing programs have characters that do not "cut and paste" properly into open text fields. While you may cut and paste from most documents, it is recommended that you do not cut and paste from documents containing line breaks, bullets and numbering and other formatting. To be safe, if cutting and pasting from a word processing program (e.g. Microsoft Word), first cut and paste to a plain text document (e.g. Notepad) before cutting and pasting again into the application form. If you are using point form, use dashes rather than "bullets". This will ensure your data is being saved properly and make for easier review of your proposal.

  • Print a copy of the proposal

    You are unable to print individual pages of the application form as you work through them. However, once you have completed the form, you will be able to print a full copy before you submit the proposal. To print a copy, click the "Print request" button on the final "Summary" page.

  • Still need help?

    If you require technical support while completing the form, click the "Need Help?" link at the top of the page. This will open a short form in which you can enter your name, telephone number and email address and a brief description of your problem. We will then contact you either by telephone or email to help you within one business day; often sooner. IMPORTANT: Please do not contact our company's community investment team for technical problems.

  • Wait time between page load

    As you complete the online application form, some pages may take several minutes to load while the information you have entered is being processed. This delay is normal.

Frequently asked questions


Below are the frequently asked questions regarding the online application form. Click on the question to view the answer.


I'm having technical difficulties. Who can I contact?

Click the "Need Help?" link at the top of the form. This will open a short form in which you can enter your name, telephone number and email address and a brief description of your problem. We will then contact you either by telephone or email to provide assistance within one business day.

I have all this information in a single document. Why can't I attach or send in my proposal?

Because of the volume of requests we receive, it is essential that each proposal is in a standard format that our team can review as efficiently as possible. Should we require more information or your prepared materials, we will contact you after our preliminary review of your application.

Can I "cut and paste" from other documents?

Yes. However, certain word processing programs have characters that do not "cut and paste" properly into open text fields. While you may cut and paste from most documents, it is recommended that you do not cut and paste from documents containing line breaks, bullets and numbering and other formatting.

I have to complete each page before moving on to the next one. Why can't I work on pages out of sequence?

The online application form is dynamic, meaning that as you answer questions on one page, subsequent pages may have different questions. For example, if you are making a smaller request, there may be fewer questions than if you are making a larger request. For this reason the application form pages need to be completed in order.

Why does the form take so long to load or change pages?

The speed at which the form loads or changes pages is dependent on the speed of your internet connection. Pages typically take a few seconds to load and should never take longer than 30 seconds. If you continue to experience exceptional slowness, contact our Technical Support team at support@grantstream.com. Include your telephone number and one of our team will contact you to troubleshoot.

I am worried about computer security. Why do I need to enable cookies?

Our system only uses "session cookies" which are temporarily stored in your browser's memory as you go through the application form. This helps store your responses as you go through the application form. The session cookies are removed when you close your browser. We do not store any cookies on your computer's hard drive.

I have pop-ups blocked. Will the application form still work?

The form doesn't use any automatic pop-ups, which would generally be blocked by pop-up blockers. However, the form does occasionally use user-triggered pop-ups to display definitions or additional instruction. Most software doesn't block this type of pop-up unless the settings are strict. If you are having trouble displaying these pop-ups on the application form, try lowering the pop-up blocker's settings or turning it off while you complete the form.

I'm not sure I'm answering the questions correctly. How do I best answer questions?

Keep your answers short (generally no more than 150-200 words). Include the most important points about your plans, the community benefits and how things will change as a result of your work. Don't forget to tell us why you think our company is a good fit with your organization and how our funding will benefit both the community and our company. Should we require further information, we will contact you after a preliminary review.

Can I make changes once I have completed the form?

Yes, but only BEFORE you have submitted it. On the last page of the application form you will be able to review all of your answers. You can then go back to the individual pages to make any changes (you can not make changes directly to the summary page). Once you have submitted the form you will be unable to review or make additional changes.

Can I save my work in progress?

Yes. Save your work as you go along by clicking on the "Save" button frequently. This will prevent you losing any work as you prepare your proposal. Don't forget to print or record your specific user ID and password before you exit the form.

Can I print a copy of my proposal?

Yes. Once you have completed the form, you will be able to print a full copy BEFORE you submit the proposal. To print a copy, click the "Print request" button on the final "Summary" page of the form. NOTE: You are unable to print individual pages of the application form as you work through them.

Can I have access to my request once it has been submitted?

No. Once submitted, you will no longer be able to view or otherwise have access to your application. Therefore, ensure that you print a copy for your records before you submit.

List of questions


Select the type of support request you are making.


Support of a community project or longer term initiative

Select this option if your organization is involved in a short-term, long-term or ongoing project or initiative for which you are fundraising or requesting our support.

Requests less than $2,500


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, and Community & Civic Services. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas.

  • What type of request are you making?
    • Support of a community project or initiative
  • What is the approximate total value of your request?
    • Less than $2,500
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company you are employed with.
    • Client - Please select the companies you primarily do business with at CWB.
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Provide your contact information and the address of the organization.
  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • For reference purposes, please provide a name for this project or initiative.
  • Please enter the amount you are requesting.
  • Select the date you would require CWB Group to make a decision regarding this proposal.
  • Are any other financial services companies involved in this initiative?
    • If yes, please specify the status, name, amount or type of support, and the term in years.

Part 5
Request details



  • Please describe your project. Tell us about your plans and how this initiative will have an impact in the community. (Question displayed depends on the pillar selected on the "Overview" page)
  • Who will benefit from this program? Please be specific.
  • How do you plan to promote this initiative and our involvement? Please identify at least three specific methods.
  • Why do you feel that CWB Group should support this project or initiative? Or, why did you choose to make this request of CWB Group?
  • If you would like to share any additional information that may be useful in the decision-making process, please enter here (max. 1,500 characters).
  • You will also be given the option to attach up to a maximum of two supporting documents.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Requests of $2,500 to $10,000


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, and Community & Civic Services. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas.

  • What type of request are you making?
    • Support of a community project or initiative
  • What is the approximate total value of your request?
    • $2,500 to $10,000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company you are employed with.
    • Client - Please select the companies you primarily do business with at CWB.
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Does this organization have a current audited financial statement?
    • If yes, please note that you do not have to submit a financial statement, however please have it ready in case we request it.
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • For reference purposes, please provide a name for this project or initiative.
  • Are you requesting a one-time contribution or are you proposing a multi-year commitment?
    • If you are requesting a "One-time" contribution, you will asked to enter the amount of you are requesting.
    • If you are requesting a "Multi-year" commitment, please select the number of years and enter in the requested amount for each year, for up to a maximum of ten years.
  • Please enter the total project budget amount.
  • Detailed budget - You will be asked to fill out a template to show a one-page summary of your organization's budget for this program/project.
    • Estimated expenses: List your estimated expenses, and provide the expense category, description and amount for each one.
    • Estimated revenues: List your estimated revenues, and provide the funding source, type (financial or in-kind), status (confirmed or tentative) and amount for each one.
  • How much have you raised to date?
  • Are any other financial services companies involved in this initiative?
    • If yes, please specify the status, name, amount or type of support, and the term in years.
  • Do you have other funders involved in this initiative?
    • If yes, please provide the details for up to a maximum of five other funders.
  • Do you offer industry exclusivity at the level of your request?

Part 5
Request details



  • Please describe your project. Tell us about your plans and how this initiative will have an impact in the community. (Question displayed depends on the pillar selected on the "Overview" page)
  • Please describe the predicted end-results of your initiative and tell us how you will measure their success.
  • Who will benefit from this program? Please be specific.
  • How do you plan to promote this initiative and our involvement? Please identify at least three specific methods.
  • Why do you feel that CWB Group should support this project or initiative? Or, why did you choose to make this request of CWB Group?
  • CWB Group is interested in following up on the projects we support. Please tell us when this initiative will end or when you anticipate being in a position to provide us with an evaluation of its success.
  • If you would like to share any additional information that may be useful in the decision-making process, please enter here (max. 1,500 characters).
  • You will also be given the option to attach up to a maximum of two supporting documents.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Requests over $10,000


Part 1
Overview


  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, and Community & Civic Services. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas.

  • What type of request are you making?
    • Support of a community project or initiative
  • What is the approximate total value of your request?
    • More than $10,000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company you are employed with.
    • Client - Please select the companies you primarily do business with at CWB.
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Does this organization have a current audited financial statement?
    • If yes, please note that you do not have to submit a financial statement, however please have it ready in case we request it.
  • Is this organization governed or managed by a board of directors, council or committee?
    • If yes, please list the Chairman and the board members that would be of interest or that have an affiliation with CWB Group.
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • For reference purposes, please provide a name for this project or initiative.
  • Are you requesting a one-time contribution or are you proposing a multi-year commitment?
    • If you are requesting a "One-time" contribution, you will asked to enter the amount of you are requesting.
    • If you are requesting a "Multi-year" commitment, please select the number of years and enter in the requested amount for each year, for up to a maximum of ten years.
  • Select the date you would require CWB Group to make a decision regarding this proposal.
  • Please enter the total project budget amount.
  • Please attach your project budget.
  • How much have you raised to date?
  • Are any other financial services companies involved in this initiative?
    • If yes, please specify the status, name, amount or type of support, and the term in years.
  • Do you have other funders involved in this initiative?
    • If yes, please provide the details for up to a maximum of five other funders.
  • Do you offer industry exclusivity at the level of your request?

Part 5
Request details



  • Please describe your project. Tell us about your plans and how this initiative will have an impact in the community. (Question displayed depends on the pillar selected on the "Overview" page)
  • Please describe the predicted end-results of your initiative and tell us how you will measure their success.
  • Who will benefit from this program? Please be specific.
  • How do you plan to promote this initiative and our involvement? Please identify at least three specific methods.
  • Why do you feel that CWB Group should support this project or initiative? Or, why did you choose to make this request of CWB Group?
  • CWB Group is interested in following up on the projects we support. Please tell us when this initiative will end or when you anticipate being in a position to provide us with an evaluation of its success.
  • If you would like to share any additional information that may be useful in the decision-making process, please enter here (max. 1,500 characters).
  • You will also be given the option to attach up to a maximum of two supporting documents.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Support of an event

Select this option if your organization is requesting support for an event, such as a dinner or gala, golf tournament or community event.

Requests less than $2,500


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, Community & Civic Services funding priorities. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas

  • What type of request are you making?
    • Support of an event
  • What is the approximate total value of your request?
    • Less than $2,500
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company which you are employed with
    • Client - Please select the companies which you primarily do business with
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Provide your contact information and the address of the organization.
  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • What type of event is this?
  • Provide the event name, venue, city / town, date and time.
  • What is the primary target audience?
  • What is the anticipated number of attendees?
  • Is this a fundraiser?
    • If yes, please enter in the fundraising goal (if applicable).
  • Please enter the amount you are requesting.
  • Enter date you would require CWB Group to make decision regarding this proposal.
  • Are any other financial services companies involved in this initiative?
    • If yes, please specify the status, name, amount or type of support, and the term in years.

Part 5
Request details



  • Please describe your event more fully. Tell us about your plans and how this event will have an impact in the community. (Question displayed depends on the focus selected on the "Overview" page)
  • Why do you feel that CWB Group should support this event? Or, why did you choose to make this request of CWB Group?
  • Are there different sponsorship levels for this event?
    • If yes, please attach a document that outlines the sponsorship levels and the recognition and benefits associated with each.
    • If no, please explain how CWB Group's contribution will be recognized.
  • Will there be media coverage?
    • If yes, please describe.
  • Do you have a sponsorship commitment to be filled out should CWB Group decide to sponsor?
    • If yes, you will be given the option to attach the document.
  • If you would like to share any additional information (dignitaries attending, schedule, etc.) please enter it here.
  • You will also be given the option to attach up to a maximum of three essential documents that should be attached to support your application.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Requests of $2,500 to $10,000


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, Community & Civic Services funding priorities. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas

  • What type of request are you making?
    • Support of an event
  • What is the approximate total value of your request?
    • $2,500 to $10,000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company which you are employed with
    • Client - Please select the companies which you primarily do business with
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • What type of event is this?
  • Provide the event name, venue, city / town, date and time.
  • What is the primary target audience?
  • What is the anticipated number of attendees?
  • Is this a fundraiser?
    • If yes, please enter in the fundraising goal (if applicable).
  • Please enter the amount you are requesting.
  • Enter date you would require CWB Group to make decision regarding this proposal.
  • Are any other financial services companies involved in this initiative?
    • If yes, please specify the status, name, amount or type of support, and the term in years.
  • Do you have additional funders supporting this event?
    • If yes, please provide the details for up to a maximum of five other funders.

Part 5
Request details



  • Please describe your event more fully. Tell us about your plans and how this event will have an impact in the community. (Question displayed depends on the focus selected on the "Overview" page)
  • Why do you feel that CWB Group should support this event? Or, why did you choose to make this request of CWB Group?
  • Are there different sponsorship levels for this event?
    • If yes, please attach a document that outlines the sponsorship levels and the recognition and benefits associated with each.
    • If no, please explain how CWB Group's contribution will be recognized.
  • Will there be media coverage?
    • If yes, please describe.
  • Will you require other items or involvement from us (e.g. banners, logo, quotes, presenter, artwork, etc.)?
    • If yes, please describe.
  • Do you have a sponsorship commitment to be filled out should CWB Group decide to sponsor?
    • If yes, you will be given the option to attach the document.
  • Will you prepare a sponsorship agreement for CWB Group to review and sign?
    • If no, please note that CWB Group requires sponsorship agreements for commitments over $10,000. You will be asked to review and sign a standard sponsorship agreement from CWB Group.
  • If you would like to share any additional information (dignitaries attending, schedule, etc.) please enter it here.
  • You will also be given the option to attach up to a maximum of three essential documents that should be attached to support your application.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Requests over $10,000


Part 1
Overview


  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, Community & Civic Services funding priorities. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas

  • What type of request are you making?
    • Support of an event
  • What is the approximate total value of your request?
    • More than $10,000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company which you are employed with
    • Client - Please select the companies which you primarily do business with
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Is this organization governed or managed by a board of directors, council or committee?
    • If yes, please list Chairman and board members affiliated or relationship too CWB Group.
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • What type of event is this?
  • Provide the event name, venue, city / town, date and time.
  • What is the primary target audience?
  • What is the anticipated number of attendees?
  • Is this a fundraiser?
    • If yes, please enter in the fundraising goal (if applicable).
  • Please enter the amount you are requesting.
  • Enter date you would require CWB Group to make decision regarding this proposal.
  • Are any other financial services companies involved in this initiative?
    • If yes, please specify the status, name, amount or type of support, and the term in years.
  • Do you have additional funders supporting this event?
    • If yes, please provide the details for up to a maximum of five other funders.

Part 5
Request details



  • Please describe your event more fully. Tell us about your plans and how this event will have an impact in the community. (Question displayed depends on the focus selected on the "Overview" page)
  • Why do you feel that CWB Group should support this event? Or, why did you choose to make this request of CWB Group?
  • Are there different sponsorship levels for this event?
    • If yes, please attach a document that outlines the sponsorship levels and the recognition and benefits associated with each.
    • If no, please explain how CWB Group's contribution will be recognized.
  • Will there be media coverage?
    • If yes, please describe.
  • Will you require other items or involvement from us (e.g. banners, logo, quotes, presenter, artwork, etc.)?
    • If yes, please describe.
  • Do you have a sponsorship commitment to be filled out should CWB Group decide to sponsor?
    • If yes, you will be given the option to attach the document.
  • Will you prepare a sponsorship agreement for CWB Group to review and sign?
    • If no, please note that CWB Group requires sponsorship agreements for commitments over $10,000. You will be asked to review and sign a standard sponsorship agreement from CWB Group.
  • If you would like to share any additional information (dignitaries attending, schedule, etc.) please enter it here.
  • You will also be given the option to attach up to a maximum of three essential documents that should be attached to support your application.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Table Purchase

Select this option if you are asking Canadian Western Bank Group to attend your upcoming fundraising event.

Requests less than $2,500


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, Community & Civic Services funding priorities. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas

  • What type of request are you making?
    • Table Purchase
  • What is the approximate total value of your request?
    • Less than $2,500
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company which you are employed with
    • Client - Please select the companies which you primarily do business with
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Provide your contact information and the address of the organization.
  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • Please provide the event name, venue, city / town, date and time.
  • Is there a dress code for this event?
    • If yes, please specify.
  • What is the primary target audience?
  • What is the anticipated number of attendees?
  • Is this a fundraiser?
    • If yes, please enter in the fundraising goal (if applicable).
  • How many seats are at a table?
  • What is the purchase price of each seat?
  • Is a portion of the table purchase amount eligible for a charitable tax receipt
    • If yes, please enter the amount eligible per ticket.
  • Enter date you would require CWB Group to make decision regarding this proposal.

Part 5
Request details



  • Please describe your event more fully. Tell us about your plans and how this event will have an impact in the community. (Question displayed depends on the focus selected on the "Overview" page)
  • If you would like to share any additional information (dignitaries attending, schedule, etc.) please enter it here.
  • Do you have a registration form that would be needed to take part in this event>
    • If yes, please attach the form.
  • You will also be given the option to attach up to a maximum of three essential documents that should be attached to support your application.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Requests of $2,500 to $10,000


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, Community & Civic Services funding priorities. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas

  • What type of request are you making?
    • Table Purchase
  • What is the approximate total value of your request?
    • $2,500 to $10,000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company which you are employed with
    • Client - Please select the companies which you primarily do business with
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • Please provide the event name, venue, city / town, date and time.
  • Is there a dress code for this event?
    • If yes, please specify.
  • What is the primary target audience?
  • What is the anticipated number of attendees?
  • Is this a fundraiser?
    • If yes, please enter in the fundraising goal (if applicable).
  • How many seats are at a table?
  • What is the purchase price of each seat?
  • Is a portion of the table purchase amount eligible for a charitable tax receipt
    • If yes, please enter the amount elegible per ticket.
  • Enter date you would require CWB Group to make decision regarding this proposal.

Part 5
Request details



  • Please describe your event more fully. Tell us about your plans and how this event will have an impact in the community. (Question displayed depends on the focus selected on the "Overview" page)
  • If you would like to share any additional information (dignitaries attending, schedule, etc.) please enter it here.
  • Do you have a registration form that would be needed to take part in this event>
    • If yes, please attach the form.
  • You will also be given the option to attach up to a maximum of three essential documents that should be attached to support your application.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Requests over $10,000


Part 1
Overview


  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event or initiative will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, Community & Civic Services funding priorities. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas

  • What type of request are you making?
    • Table Purchase
  • What is the approximate total value of your request?
    • More than $10,000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company which you are employed with
    • Client - Please select the companies which you primarily do business with
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • Please provide the event name, venue, city / town, date and time.
  • Is there a dress code for this event?
    • If yes, please specify.
  • What is the primary target audience?
  • What is the anticipated number of attendees?
  • Is this a fundraiser?
    • If yes, please enter in the fundraising goal (if applicable).
  • How many seats are at a table?
  • What is the purchase price of each seat?
  • Is a portion of the table purchase amount eligible for a charitable tax receipt
    • If yes, please enter the amount elegible per ticket.
  • Enter date you would require CWB Group to make decision regarding this proposal.

Part 5
Request details



  • Please describe your event more fully. Tell us about your plans and how this event will have an impact in the community. (Question displayed depends on the focus selected on the "Overview" page)
  • If you would like to share any additional information (dignitaries attending, schedule, etc.) please enter it here.
  • Do you have a registration form that would be needed to take part in this event>
    • If yes, please attach the form.
  • You will also be given the option to attach up to a maximum of three essential documents that should be attached to support your application.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.


Return to the top


Community Banking Program

Select this option if you're applying for Canadian Western Bank's Community Banking Program.

Requests for Community Banking Program


Part 1
Overview



  • CWB Group focuses on community investments that deliver benefit in communities where we have a business presence. In which province will your program, event or initiative have the most impact?
    • You will be given the option to select the province, city, and branch closest to where your program, event, initiative or organization will have the most impact.
    • Please note that CWB Group only provides support in communities where we do business.

  • CWB Group prefers to provide support within the following pillars: Education, Health & Wellness, Community & Civic Services. Which pillar does your initiative, event or program most closely align with?
    • Once you have selected your pillar, please further specify the area of focus of your initiative.
    • CWB Group funds initiatives that support Education, Health & Wellness, and Community & Civic Services. You will be allowed to continue if you select "other" but please note that preference is given to those initiatives that align with our community focus areas.

  • What type of request are you making?
    • Community Banking Program
  • Based on the Community Banking Program service fee structure, what tier applies to your organization?
    • Tier 1 - If annual service fee is less than $50
    • Please note that Tier 1 is not eligible for the program.

    • Tier 2 - If annual service fee is between $50-$1000
    • Tier 3- If annual service fee is between $1000-$5000
  • How is your organization classified
    • An organization registered as having charitable status by the Canada Revenue Agency (CRA)
    • A registered Canadian Amateur Athletic Association
    • A provincially registered not-for-profit organization
    • A municipality or public institution
    • An unregistered community organization
      • While CWB Group does consider support of community organizations on a case-by-case basis, the majority of funding is provided to registered charitable organizations.
    • I am an individual seeking funds for myself or another individual/family
      • CWB Group's funding focus does not include donations to individuals.
  • Have you spoken to anyone at CWB about this application?
    • If yes, please tell us who you spoke with and provide the details of that conversation.
  • Has your organization previously received funding from CWB Group?
    • If yes, please provide details of previous funding (i.e., the project name, the amount of funding and the date the funding was provided). Please note that CWB Group generally only provides funding to an organization once per calendar year.
  • What is your relationship with CWB Group?
    • Employee - Please select the company you are employed with.
    • Client - Please select the companies you primarily do business with at CWB.
    • Past recipient of funding through CWB Group's Community Investment Program
    • No formal relationship

Part 2
Organization profile



  • What is the full legal name of the beneficiary organization?
  • Should this request be approved, would the cheque be made payable to the name provided above?
    • If no, please provide the exact name to which payment should be made. (Note that names of individuals are not accepted).
  • If you are an organization registered as having charitable status by the Canada Revenue Agency (CRA) or a registered Canadian Amateur Athletic Association, you will be asked to enter the organization's 15-character CRA business number.
  • If you are a provincially registered not-for-profit organization, you will be asked to enter the organization's registration number.
  • Please briefly tell us what your organization does (eg. mission, vision, purpose, programs and services, etc.) (max. 1,500 characters).
  • Please select the year in which your organization was founded or incorporated.
  • What is the geographic scope of your organization?
    • Local or community organization
    • Provincial organization
    • National organization
  • Are you aware of any CWB Group employees active in your organization?
    • If yes, please provide employees name, nature of involvement and any other pertinent information.

Part 3
Contact information



  • Are you the primary contact person for this request?
    • If yes, please provide your contact information and the address of the organization.
    • If no, please provide the primary contact information along with your contact information and the address of the organization.
    • The primary contact is the individual who CWB Group will contact regarding this application for support. Status updates for this application will be sent to the email address provided.

  • If available, provide the website, Facebook profile and Twitter profile addresses of the organization.

Part 4
Request profile



  • Is your organization currently a client of Canadian Western Bank?
    • If yes, please answer the following questions
      • What is your customer number (the number you use to log in to online banking)?
      • How many operating accounts do you have?
      • What are your estimated annual service fees for your accounts excluding any sundry or loan fees?
    • If no, please answer the following questions
      • What financial institution do you currently bank with?
      • Are your accounts in good standing?
      • How many operating accounts do you have?
      • What balances do you have on deposit, on average, at your current financial institution?
      • What are your estimated annual service fees for your accounts excluding any sundry or loan fees?

Part 5
Details



  • What is your total average monthly number of transactions for all your accounts combined?
  • Is CWB currently, or will CWB become, your primary banker for day-to-day operations?
  • Please share any networking events that we should be aware of.
  • If you would like to share any additional information that may be useful in the decision-making process, please enter here (max. 1,500 characters).
  • Do you have any other essential documents that should be attached to support your application?
    • If yes, you may attach up to a maximum of two supporting documents.

Part 6
Review request



When you are ready to submit, click the "Submit request" button at the bottom of page. You will receive a confirmation on your screen confirming that your application has been sent to us. Furthermore, an email message confirming receipt will be sent to you within 30 minutes. We will then continue to correspond with you through email (or the contact person you identified in your request), keeping you up-to-date on the current status of your request. Due to the large numbers of requests that we receive daily, we are unable to confirm receipt of individual requests or provide status updates by telephone.




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