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#773835 - 07/12/07 08:43 PM credit workshop
beegee Offline
Diamond Poster
Joined: Feb 2004
Posts: 1,113
South
We are looking for a "credit workshop" to present to the public in order to promote our flexible and innovative loan products. Can anyone direct me to a program curiculum on this?

thanks!

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CRA
#773948 - 07/12/07 09:44 PM Re: credit workshop beegee
Pale Rider Offline
10K Club
Pale Rider
Joined: Aug 2002
Posts: 34,318
under the Lone Star
my bank's curriculum is open to the public and online, simply go to Citibank or Citigroup.com and click on financial education; also have a small business FE program; please understand they are proprietary but will give ya some ideas
_________________________
Societies that do not find work in and of itself "pleasing to God and requisite to Man," tend to be highly corrupt.


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#774135 - 07/13/07 01:09 PM Re: credit workshop Pale Rider
Patsy Cline Offline
Diamond Poster
Patsy Cline
Joined: Sep 2002
Posts: 1,117
On the road...
PR - From your website - What constitutes an "eligible organization" for volunteer day and the volunteer incentive program?
_________________________
Michelle CRCM

"What would you attempt to do if you knew you could not fail?" ~ unknown


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#774467 - 07/13/07 04:32 PM Re: credit workshop Patsy Cline
Pale Rider Offline
10K Club
Pale Rider
Joined: Aug 2002
Posts: 34,318
under the Lone Star
we require 501(c)3 status or the IRS public school designation for volunteer work; community relations staff load info on volunteer day into an intranet site that employees can visit and see what opportunities are out there in their local community - of course we stress the ones that will get us CRA credit

we have a couple of programs to incent volunteerism:

1. paid time off of course with sup approval to volunteer with eligible nonprofits

2. voluteer 50 or more hours per year and our Foundation will donate $500 to that org

3. we designate anyone who donates 100 hours per year with all orgs as a "Presidential something or another" and they get lunch and some other perks with the Pres or senior management person
_________________________
Societies that do not find work in and of itself "pleasing to God and requisite to Man," tend to be highly corrupt.


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#774480 - 07/13/07 04:41 PM Re: credit workshop Pale Rider
Patsy Cline Offline
Diamond Poster
Patsy Cline
Joined: Sep 2002
Posts: 1,117
On the road...
PR - That is great! I love it! So you actually list the organizations that they could volunteer at to qualify. How many employees actually do the 50 or more hours allowing for the $500 donation?
_________________________
Michelle CRCM

"What would you attempt to do if you knew you could not fail?" ~ unknown


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#774537 - 07/13/07 05:18 PM Re: credit workshop Patsy Cline
Pale Rider Offline
10K Club
Pale Rider
Joined: Aug 2002
Posts: 34,318
under the Lone Star
yeah we have an office of volunteerism that birdogs all this stuff; and we have grids and spreadsheets for everything; way more organized than I could ever imagine since I came from a midsized community bank

we have 17,000 employees just in Texas; and I think more than 200 supplied the necessary paperwork for the donation; our Foundation also matches personal financial donations up to some max amount
_________________________
Societies that do not find work in and of itself "pleasing to God and requisite to Man," tend to be highly corrupt.


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