Core Financial Resources
Charity Policy

We at Upstate Tax feel it's essential for us to support the neighborhoods and communities in which we live and work. To that end we are constantly reviewing requests for charitable donations which can be, at times, overwhelming. To insure that we can make the most of our charitable donations, we offer the below guidelines for those who are seeking donations from Upstate Tax.

We are more likely to support donations that are:

  • Directly related Core Financial Resources clients
  • Within the communities in which we do business
  • Linked to faith based organizations
  • Linked to education and literacy
  • Aimed at supporting the health and welfare of young people

We are unlikely to support requests that are:

  • Not related to Core Financial Resources clients
  • Fundraising for individuals
  • National Charities
  • Short Notice
  • From a non-registered charity
  • Political Organizations
  • Organizations that Discriminate
 
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