CWB Financial Group

Funding guidelines

We understand that securing funding for a charitable organization, program or event can be time consuming, especially if you can’t find the information you need. Here is a comprehensive set of guidelines that will help you determine if your initiative is eligible for funding from CWB Financial Group. We encourage you to familiarize yourself with our funding guidelines and preferred areas of support. If you still have questions, don’t hesitate to get in touch!

To be considered, all requests for support must be received through CWB Financial Group’s online application. This format allows us to ensure a fair review and timely response for all applicants. We are unable to consider hard copy requests for support at this time.

Please note that we receive far more requests for funding than we are able to fulfil and will prioritize organizations or initiatives that best align with our funding guidelines and areas of focus. 

We consider providing sponsorship or donations to registered charities, not-for-profit organizations, post-secondary institutions and municipalities that:

  • Deliver benefit in a community where CWB Financial Group has a business presence.    
    • British Columbia: Abbotsford, Coquitlam, Courtenay, Cranbrook, Kamloops, Kelowna, Langley, Nanaimo, Prince George, Richmond, Surrey, Vancouver, Victoria

      Alberta: Calgary, Edmonton, Grande Prairie, Leduc, Lethbridge, Medicine Hat, Red Deer, Sherwood Park, St. Albert

                  Saskatchewan: Regina, Saskatoon, Yorkton

      Manitoba: Winnipeg

  • Have a mandate to deliver programs and projects that align with CWB Financial Group’s areas of focus.
  • Demonstrate a contribution to their community that is consistent with community need.
  • Present a well-thought out plan for their program, initiative or event that includes: defined, measureable goals and objectives, a realistic allocation of resources, and a clear evaluation process.
  • Are willing to engage with CWB Financial Group on an ongoing basis, and who are committed to following up with us to report on the results of their program, initiative or event.
  • Can demonstrate appropriate financial and organizational stewardship.

Please note: Preference is given to requests from organizations within our preferred support areas when employees of CWB Financial Group are directly involved or when there is an ongoing business relationship with one or more CWB Financial Group companies.

CWB Financial Group’s community investment program does not provide funding for the following:

  • Advocacy or special interest groups
  • Religious or sectarian organizations
  • Organizations that discriminate against race, gender, age, religion or lifestyle
  • Political organizations or candidates
  • Individuals (e.g. sponsoring an athlete, artist or student)
  • Labour or fraternal organizations
  • Non charitable service clubs
  • For-profit businesses or third-party fundraising organizations
  • Community foundations*
  • Family foundations, trusts or funds
  • Amateur or professional sports teams
  • Sports-related tournaments
  • Student unions, clubs or department organizations
  • Public/private elementary or secondary schools or parent associations
  • Advertising or promotional initiatives
  • Solicitation through mail campaigns
  • Debt reduction campaigns or retroactive requests
  • Travel, accommodation or meals
  • Endowments (except post-secondary scholarship funds)
  • Capital campaigns at post-secondary institutions

*Community foundations are eligible for the Community Banking Program

CWB Financial Group will consider support for disaster relief and recovery within Canada on a case-by-case basis and, as a general rule, does not provide international disaster relief given our geographic footprint. When applicable, corporate donations of this nature will be directed through a registered charitable organization officially designated to collect and receive the funds.