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![3D"WD_Foundation"](3D"guidelines_files/image002.jpg")
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WESTERN=
DIGITAL
CORPORATE GRANT GUIDELINES
|
I. STATE=
MENT
OF POLICY
As a cor=
porate
citizen in the communities in which it operates, Western Digital recogniz=
es a
responsibility consistent with its business objectives to respond to the
needs of the based communities in which it operates and where its employe=
es
live. The quality of life and education, the well being of our employees =
and
their families, and the economic health of our society are of vital inter=
est
to our organization, its leadership and staff.
The West=
ern
Digital Charitable Foundation, a California
non profit benefit corporation, was created in 1997 to support Western
Digital’s philanthropic activities that contribute to the economic,
social, educational, and health needs of these communities.
II. BUDG=
ETS
We feel =
our
monetary contributions should be consistent with both our corporate giving
priorities and a defined target change of earnings. The budget is realloc=
ated
each fiscal year and will be reviewed quarterly against the Company's
financial performance.
III. ARE=
AS OF
INTEREST
Western
Digital supports organizations that operate in the following categories a=
nd
allocates the specified percentage of the annual budget for charitable
contributions:
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=
|
Educat=
ion
|
40%
|
|
=
|
Health=
and
Human Services
|
40%
|
|
=
|
Civic =
and
Community
|
20%
|
Emphasis=
is
placed on supporting established and successful organizations in the
community as well as new programs that may prove to be models for effecti=
ve
ways of delivering needed services.
Educatio=
n
Western Digital supports educational organizations that offer programs fr=
om
primary through graduate levels. Of special interest are programs that fo=
cus
on:
- Inn=
ovation
in engineering (electrical, mechanical, chemical and solid state
physics)
- Per=
sonal
computing literacy and science discovery
Health a=
nd
Human Services
Emphasis will be placed on requests received from agencies that are
directed toward countering economic hardship, providing for economic prog=
ress
and leading to economic self-sufficiency. Organizations of particular int=
erest
focus their efforts on the needs of:
- Dis=
advantaged
or at-risk youth
- Phy=
sically
or mentally disabled persons
Civic and
Community
Western Digital supports organizations in Orang=
e,
Santa Clara, and Alameda
Counties in California
and Boulder County
in Colorado
that promote the long-term betterment and permanent improvement of a
community and are of benefit to all residents. Occasionally major special
civic projects or projects with a national scope will be considered.=
IV. CRIT=
ERIA
Successf=
ul
applicants will meet the following criteria to be considered for a
contribution:
- Be previously designated tax-exempt
non-profit organization as defined under Sections 501(
c)(3) and 170 (b) of the IRS Code.
- Show program capability, sound fiscal
policies, responsible management, evidence of
long-range planning and effective use of volunteers.
- Have a competent, active board of
directors providing sound policies and guidance to the organization =
and
its members.
- Maintain a list of corporate
contributors.
- Produce a budget, financial statemen=
ts
and a plan for funding beyond the period covered by the proposed
contribution.
- Sho=
w a
method of evaluating the results of the proposed project.
V. LIMIT=
ATIONS
AND EXCLUSIONS
- Western Digital does not provide
repetitive annual grants or continuing support for organizations or
programs. Applications from organizations receiving current or previ=
ous
Western Digital support will be reviewed as a new request annually a=
nd
evaluated in relation to other submitted proposals and budgetary
considerations.
- Western Digital will not commit to
multi-year donations.
- No support will be extended to relig=
ious
activities or programs that serve, or appear to serve, specific
religious groups or denominations. However, if a proposal submitted =
by a
church-based or similar organization falls clearly within program
guidelines and is intended to serve as broad a segment of the popula=
tion
as the program of a comparable non-religious organization, we will
consider the proposal on the same basis as others.
- Exclusions to review for contributio=
ns
due to Western Digital Foundation Laws or Policies, federal laws or
budgetary considerations include:
- In=
dividuals
- Sp=
orts
Teams
- Or=
ganizations
that discriminate on the basis of race, color, creed, gender, age or
national origin
- Gr=
ant-making
foundations
- Fu=
nd
raising events
- Po=
litical
organizations
- Or=
ganizations
failing to meet Western Digital’s Corporate standards for eth=
ical
operation and social value
VI.
APPLICATION PROCEDURES
Proposal=
s are
reviewed by foundation staff for initial recommendation of denial or
approval. The Contributions Committee, composed of senior management, mak=
es
the final recommendation.
Western Digital processes grant requests on a semi-a=
nnual
basis. Please indicate which
funding period you are requesting.
Grants not meeting the deadline will NOT be forwarded to the next
cycle and must be resubmitted prior to the next deadline.
_____ July 1 – December 31 (Grant submittal deadline is May=
15)
_____ January=
1
– June 30 (Grant submitta=
l deadline
is Nov.15)
Proposal=
s that
are time sensitive should be submitted accordingly.
If an
organization or program meets Western Digital's eligibility requirements
referenced above and wishes to be considered for a charitable contribution
they will need to submit the following documents:
- A formal request on the organization=
's
letterhead which includes:
- A
description of the organization, its name, address, telephone number
and contact name
- A =
brief
statement of purpose or objectives of the organization <=
/span>
- Specific dollar amount of request w=
ith
an explanation of how the funds will be used
- A completed "Grant Request"
form (see last page)
- A copy of the organization's most re=
cent
tax-exempt ruling statement from the IRS (Does not pertain to
educational institutions)
- A list of the board of directors, or
board of trustees, and their affiliations
- A list of current corporate sponsors=
- The most recent financial report sho=
wing
the overall budget of the organization, including income and expenses
for the last two years and the year in which the contribution is bei=
ng
sought. If the donation request pertains to an event or program, a
budget specific to that event is ALSO required.
- All print or media deadlines should =
be
clearly stated.
- Ple=
ase do
not include video/audio tapes with your grant request package.
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![](3D"guidelines_files/image004.jpg")
<=
/p>
GRANT REQUE=
ST
Organization: ________________________________________=
___________
Name of Program (if applicable): &=
shy;&=
shy;___________=
_________________________
Contact Name: =
______________________________=
____________________
Address: &sh=
y;&sh=
y;__________________________________________________
&nb=
sp;
Telephone:
__________________________________________________
Area of interest served:
&nbs=
p; _____Education
&nbs=
p; _____Health
& Human Service
&nbs=
p; _____Civic
& Community
Grant Request (dollar amount):________________________=
______________
Organizational/Agency Summary*:
___________________________________
Program Summary: Please provide specific detail=
s of
the program for which you are requesting funds. (Feel free to include any
program materials and to use additional space as needed.)
_______________________________________
______________________________________________________=
_________
Please explain your method of tracking/measuring the s=
uccess
of this program? Note: If funded, you will be required to provide an evalua=
tion
of the program. Consideration=
for
additional by the Western Digital Foundation will not be considered without
this evaluation. ____________=
______________________
______________________________________________________=
_________
Service area and anticipated number of individuals to =
be
served by this project:
______________________________________________________=
________
Will Western Digital funds be designated for use within
Orange, Santa Clara or Alameda Counties in CA, or Boulder County, CO?: _____Yes
_____ No
What percentage of your organization’s budget is
allocated for administrative costs? =
;_________________________________________________=
________
Has your organization/agency received prior financial
support from Western Digital? If
so, please state when and how much: ________________________
______________________________________________________=
_________
Does your agency/organization have any affiliations with Western Digital?
______________________________________________________=
__________
Are you a designated tax-exempt nonprofit organization=
as
defined under sections 501(c) 3 or 170(b) of the IRS code? _____ Yes _____N=
o
_____________Tax-exempt number
If your organization provides services to minors, do y=
ou
have a screening process for staff and volunteers? Please describe.__________________=
___
______________________________________________________=
________
Does your organization receive funds from the United Way?=
If so, please state when and how much: &=
shy;_________________________________________=
___
Western Digital processes grant requests on a semi-ann=
ual
basis. Please indicate which
funding period you are requesting.
Grants not meeting the deadline will NOT be forwarded to the next cy=
cle
and must be resubmitted prior to the next deadline.
_____ July 1 – December 31 (Grant submittal dead=
line
is May 15)
_____ January 1=
–
June 30 (Grant submittal deadline is Nov. 15)
When submitting this grant proposal, please include the
following:
&nbs=
p; -Copy
of 501 (c) (3) designation
&nbs=
p; -List
of Corporate Sponsors
&nbs=
p; -List
of Board of Directors
&nbs=
p; -Current
Financials and Operating Budget
&nbs=
p; -Budget
for the specific program for which you are requesting funds
Please submit your completed application and required
materials to the WD Foundation office serving your location:
Rose Krupp, Managing Director of WD Foundation=
Corporate/Orange County
20511 Lake Forest Drive
Lake Forest, CA 92630
949.672.9813 - office
949.672.9676 - fax
Rosemary.Krupp@wdc.com
Mary McCormick, Corporate Contributions=
San Jose/Santa Clara County
5863 Rue Ferrari
San Jose, CA 95138
408.363.5386 - office
408.363.5258 - fax
Mary.McCormick@wdc.com
Dao Duong, Corporate
Contributions
Fremont/Alameda County
44100 Osgood Road
Fremont, CA 94539
510.683.7314 - office
510.683.7706 - fax
Dao.Duong@wdc.com
Jaleen Hooper, Corporate Contributions=
Longmont/Boulder County
1951 S. Fordham Street
Longmont, CO 80503
720.864.4695 - office
720.864.4691 - fax
Jaleen.Hooper@wdc.com
* Please use additional space if necessary.
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