2018-19 COMMUNITY INVESTMENT SERVICE AREA: EDUCATION
Agenda • Quick Introductions • United Way Mission/United Way Partnership • Community Investment Process • Forms / Packet
United Way Mission The United Way of Franklin County is dedicated to improving the quality of life in Franklin County by mobilizing people and resources to strengthen our communities and advance the common good.
United Way Partnership The United Way and the Agency, mutually believe that citizen participation in planning, allocation, and fundraising is essential. They mutually agree to consider the total needs of the community for human services and to act in good faith in working to serve those needs.
United Way Partnership The agency understands that the United Way has the right to include restrictions on the use of United Way money as indicated in the Community Investment Report. If the funds are accepted, the Agency agrees that all conditions cited in the report are a binding part of this agreement. The agency will participate in United Way public functions such as the Campaign Kick-off event, special fundraising events, etc., and will run an internal employee United Way Campaign. The Agency will self-identify in program-related communications as a United Way Partner Agency (e.g. brochures, newsletters, annual report, websites, press releases, etc.)
United Way Partnership “Highlights” of the self -support policy There is a “blackout” period – September 15 - November 15 Agencies are permitted to solicit a cash donation from any corporation, which has not given a cash donation to the United Way during the most recent campaign. QUESTIONS??
General Information 2 nd Review of YEAR 1 YEAR 3 Program Application for Funding YEAR 2 1 st Review of Program
Application Instructions • New! Submit online – electronic • Becomes available November 8, 2017 • More time to complete application this year • Go to www.uw.org ; Hover over “how w e help; click on “partnership and funding” and click on “agency application.”
Agency Contact Information Agency Name: Mailing Address: Telephone: Fax: Email: Website: Federal ID # (EIN): Executive Director: Title: Telephone: Email: Program Name: Program Director: Telephone: Email: Program Name (If applying for more than one program in this area: Program Director: Telephone: Email: Budget Forms Prepared By: Telephone: Email: Application Prepared By: Telephone: Email:
Checklist of Documentation Online Community Impact Grant Application Due Friday, January 5, 2018 at 4 p.m. Online Volunteer Site Visit Dates/Times Request Due Friday, January 5, 2018 at 4 p.m. Upload ANNUAL LIST OF PLANNED FUNDRAISING ACTIVITIES Please include any fundraising activities that will be conducted between July 1, 2018 and June 30, 2019 1 AUDIT: Bound original audit for most recently completed year. If your audit is not available, you must put in writing the reason and an anticipated date of receipt (and forward it when it is available). MANAGEMENT LETTER – only required if there is a financial concern upload identified by your auditor. This is not the Independent Auditor’s Report letter. upload CERTIFICATE FOR SOLICITATION Copy of your most recent (2016 or 2017) Certificate for Solicitation letter from the Attorney General’s office. (not the application)
Checklist of Documentation Continued SIGNED COPY OF AGENCY’S NON -DISCRIMINATION POLICY upload upload DOCUMENTATION OF LOCAL PRESENCE This can be a program brochure, newsletter, etc. upload ANNUAL REPORT (if you have one). upload IRS FORM 990: Most recently completed, signed IRS form 990 If the Agency files a 990EZ form they may submit that form with pages 1 and 2 of a 990 form attached. IRS DETERMINATION LETTER : Proof of 501(c) 3 status upload COPY OF AGENCY’S MOST CURRENT BYLAWS upload upload COPY OF A CURRENT STRATEGIC PLAN Please submit this if the agency has one
Agency Wide Budget Our agency fiscal year is (for example July – June or Jan – December): These headings are based on a July – June year, please adjust headings as necessary to reflect your fiscal year. Actual Budgeted Actual Projected Proposed Current Year 2015/2016 2016/2017 2016/2017 2018/2019 2017/2018 Agency Income UWFC Partnership Funding Total Support & Revenue % U.W. Support Total Expense Excess or Deficit
Program Funding Summary Programs Area of Service 2017/18 Funding 2018/19 Requests Total UWFC
Funding Summary Example 2017/18 2018/19 Programs Area of Funding New Service Received Request Family Center Education $15,000 Food Pantry Financial $5,000 Stability Total UWFC $5,000 $15,000
Agency Wide Budget Information Please upload your agency-wide budget, support & revenue, and expenses using the following guidelines: • Clearly identify the fiscal year • Provide us with the following years • FY 2015-2016 Actual • FY 2016-2017 Budgeted and Actual • FY 2017-2018 Projected (current year) • FY 2018- 2019 Proposed • You may use your own Chart of Accounts • The preferred format is a table or excel worksheet with a column for each of the years with Revenue on one page and Expenses on another. However, if another format is easier for you, feel free to upload that, keeping in mind that our volunteers will be comparing years and items. 1. Please explain any major differences between any two years and also between any budgeted and actual for a year. 2. Prior to depreciation , if you had or are projecting an excess or deficit in any year please explain either how you used it or how you funded it. 3. If you are not required to have an audit, please provide us with a current year statement of the following: Cash, investments, debt .
Program Information A. Tell us why you want to enter into a partnership with the UWFC aside from just needing funding. B. Tell us about the issue and the need your program is addressing . Limit: One page C. Tell us how you are addressing the issue/need. In other words, tell us about your program and how it meets the need. Limit: Three pages D. Please explain how you are going to measure your progress. Include outcomes and how the program makes a difference to the individuals served and the community as a whole. In the first paragraph, please include one sentence that summarizes how your program changes lives. This is not number of people served, it is how you will know you are making a difference in their lives. This is where it would be appropriate to include a client success story . Limit:Two pages
Program Information Continued E . Program Budget – please include a program budget for FY ‘17 actual, FY ‘18 budgeted and projected (Current Year) following the same guidelines as the Agency-wide budget. If you are a single program agency with limited operations outside of Franklin County and have permission from the UWFC office, your agency budget may be considered your program budget as well and this may be omitted. Please be sure to explain any major differences and how you would fund any deficits or use any excesses.
Beneficiary Statistics PROGRAM BENEFICIARY 2016/2017 2017/2018 2018/2019 CHARACTERISTICS Actual Projected Proposed TOTAL Individuals Served (Unduplicated Count of Program Beneficiaries) INCOME LEVEL Below Official Poverty Level At or Near Poverty Level Middle Income (Locality's Median) Upper Income Unknown
Beneficiary Statistics RACIAL & ETHNIC 2016/2017 2017/2018 2018/2019 BACKGROUND Actual Projected Proposed African American Asian or Pacific Islander Caucasian Hispanic Native American or Alaskan Native Other Unknown
Beneficiary Statistics AGE GROUP 2016/2017 2017/2018 2018/2019 Actual Projected Proposed 0 – 6 7 – 12 13 – 18 19 – 30 31 – 49 50 – 65 65+ Unknown
LOCATION OF RESIDENCE 2016/2017 2017/2018 2018/2019 Actual Projected Proposed Ashfield Bernardston Buckland Charlemont Colrain Conway Deerfield Erving Gill Greenfield Total of Franklin County Residents Served Non-Franklin County North Quabbin Residents TOTAL
Current Partner Agency Checklist • All agency printed materials related to • Agency participated as a member of your program contain the Partner the UWFC Federation in the Agency United Way logo COMECC and CFC Campaigns • Any fundraising activities have been • Participated as a panel member for cleared with UWFC and are in Community Investment compliance with the Partnership • Participated in Women’s Way Events Agreement. (attended and / or donated) • Made presentations to UWFC • Attended Campaign Kick-off workplace campaigns in Franklin County. • Attended or donated to the UWFC Art & Leisure Auction • Volunteered to help during the most recent campaign (campaign team or • Participated as a volunteer reader or other committees) volunteered at Day of Action (June 21) • Held an internal employee campaign • Included UWFC in all appropriate news releases and media contact
Signatures Board President/Chair: Printed Name Signature and Date Board Treasurer: Printed Name Signature and Date Executive Director: Printed Name Signature and Date
Current Board List Please attach a Board of Directors list, and lists of Advisory Boards if applicable. Please include: • Name • Position held on the board • Business name • Address • Phone Number
QUESTIONS?
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