Agency General Application

2018 APPLICATION DEADLINE:  MAY 7th, 5:00pm. 

Thank you for your interest in applying for United Way of Lee County’s Partner Agency Grants. The grants awarded are over $2,500 and paid out quarterly. To apply for a grant less than $2,500, please use our one page simplified method by clicking here.

Grant Approvals

Grants will be approved during the June 2018 Board of Directors meeting. Grant amounts will be communicated to each agency in July 2018, but payments will not begin until November/December 2018 and quarterly payments will continue through the end of 2019.

Application Guidelines

YOU MAY NOT SAVE AND SUBMIT THE APPLICATION LATER. I RECOMMEND PRINTING OUT A BLANK APPLICATION AND GATHERING ALL INFORMATION PRIOR TO COMPLETING. YOU MAY ALSO PRINT IT OUT, FILL ITEMS IN ON ANOTHER SHEET OF PAPER AND HAVE IT REVIEWED THAT WAY. MOST ITEMS TO BE REVIEWED WILL BE ATTACHED.

Many items in the application require files to be attached. This is to streamline the process for all agencies that have the information in various formats. While attaching a document, you must hit upload for the form to submit.

MAKE SURE ALL ITEMS UPLOADED INCLUDE THE NAME OF YOUR AGENCY (ABBREVIATED IS FINE) AND THE NAME OF THE DOCUMENT. THIS IS VERY IMPORTANT!

Document Requests

If you do not have a document requested, please download these templates to utilize and attach as needed. Note: You must save these on your computer and then reattach each separately. DO NOT ATTACH the full workbook to each section, separate the worksheets for each requested area. USE THESE TEMPLATES if needed.

Eligibility

Prior to completing the Application for Funding, please view our four impact areas listed below to confirm your agency and program will be eligible.

  • Health (healthy living, independence for the elderly and disabled, quality of life needs).
  • Educational Needs (focused on children & their success in school).
  • Youth Success – (Middle school on, including youth jobs, afterschool programs)
  • Childhood Success – (Early childhood development, early reading, success in pre-k/k)
  • Financial Stability (low income housing, veterans job seeking, budgeting).
  • Basic Needs or General Community Enrichment (directly related to human & health services)

Requirements

Each agency must complete:

  • Agency General Application (required by all agencies and the only item you should fill out if only requesting for ONE program)
  • Program Application Portion (agencies requesting funds for multiple programs must complete #1 and this form for all additional programs.
  • Agencies must read the funding agency criteria and funding guidelines.

Funding Docs

  • Required Documents

    6MB size limit
    Allowed file types: pdf doc docx xls xlsx zip
  • Upload document showing current board members.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Upload document showing the IRS exempt determination.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Upload your most recent Form 990, 990EZ or 990 postcard.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Upload your most recent year ended profit & loss report comparative to prior year from your software program (not the auditor's report).
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Upload your most recent year ended balance sheet comparative to prior year from your software program (not the auditor's report).
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Upload your most recent Audit or Review. If you don't have one, you may skip this step.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Upload your most recent year ended profit & loss compared to budget.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Please insert the program budget for the most recent fiscal year ended, if applicable.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Please attach your demographics for the program. Information required: # served by town, # served other counties, age group if available.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Please provide a list of grants, donations and/or sponsorships over $1,000 received or to be received for the fiscal year that includes December 2017.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Please attach the same list for any fundraisers planned within the next year.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Please attach a list of all fundraisers (including direct solicitations) your organization had in the past 12 months. List dates of each, location and net profit.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx.
  • Program Information

  • Please enter how much you are requesting. DO NOT ENTER $ or COMMAS.
  • Please select the focus area that the program fits.
  • If the program receives a grant requiring a match, what percentage? If you do not have a match requirement enter "0".
  • How do you reach Lee County residents so they are aware of the program and/or agency?
  • Did you have any fundraising activity during September 1, 2017 through December 31, 2017?
  • If you were an agency during the last community campaign, please check the box on all that a representative attended.
  • How much funding did you receive from UWLC last campaign? DO NOT ENTER $ OR COMMAS

* A link to a pdf of your entries will be emailed to you after submission. But you can use the print screen button below to preview your entries.

PROBLEMS SUBMITTING?  Make sure you have uploaded a document for each required field.  If your agency does not have that particular document please upload a pdf or Word Doc explaining that you do not have that document.  You application will not submit until you have a document in each required field.