2018-19 COMMUNITY INVESTMENT SERVICE AREA: EDUCATION Agenda Quick - - PowerPoint PPT Presentation

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

YEAR 1 YEAR 2 YEAR 3

Application for Funding 1st Review of Program 2nd 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

we 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). upload MANAGEMENT LETTER – only required if there is a financial concern 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

upload SIGNED COPY OF AGENCY’S NON-DISCRIMINATION POLICY 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. upload IRS DETERMINATION LETTER: Proof of 501(c) 3 status  upload COPY OF AGENCY’S MOST CURRENT BYLAWS  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 2015/2016 Budgeted 2016/2017 Actual 2016/2017 Projected Current Year 2017/2018 Proposed 2018/2019 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

Programs Area of Service

2017/18 Funding Received 2018/19 New Request

Family Center Education $15,000 Food Pantry Financial Stability $5,000 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
• f 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

• mitted. Please be sure to explain any major differences and how you

would fund any deficits or use any excesses.

Beneficiary Statistics

PROGRAM BENEFICIARY CHARACTERISTICS 2016/2017 Actual 2017/2018 Projected 2018/2019 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 BACKGROUND

2016/2017 Actual 2017/2018 Projected 2018/2019 Proposed

African American Asian or Pacific Islander Caucasian Hispanic Native American or Alaskan Native Other Unknown

Beneficiary Statistics

AGE GROUP

2016/2017 Actual 2017/2018 Projected 2018/2019 Proposed

0 – 6 7 – 12 13 – 18 19 – 30 31 – 49 50 – 65 65+ Unknown

LOCATION OF RESIDENCE 2016/2017 Actual 2017/2018 Projected 2018/2019 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

your program contain the Partner Agency United Way logo

• Any fundraising activities have been

cleared with UWFC and are in compliance with the Partnership Agreement.

• Made presentations to UWFC

workplace campaigns in Franklin County.

• Volunteered to help during the most

recent campaign (campaign team or

• ther committees)
• Held an internal employee campaign
• Agency participated as a member of

the UWFC Federation in the COMECC and CFC Campaigns

• Participated as a panel member for

Community Investment

• Participated in Women’s Way Events

(attended and / or donated)

• Attended Campaign Kick-off
• Attended or donated to the UWFC Art

& Leisure Auction

• Participated as a volunteer reader or

volunteered at Day of Action (June 21)

• 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?