Agency Application Form

2019 APPLICATION DEADLINE:  MAY 3rd, 5:00pm.

Thank you for your interest in applying for United Way of Lee County’s Partner Agency Grants. The grants awarded are over $3,000 and paid out quarterly. To apply for a grant less than $3,000, please use our one page simplified method by clicking here.

Grant Approvals

Grants will be approved during the June 2019 Board of Directors meeting. Grant amounts will be communicated to each agency in July 2019, but payments will not begin until January 2020 and quarterly payments will continue through the end of 2020.

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.

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. USE THESE TEMPLATES if needed.

Eligibility

Prior to completing the Application for Funding, please confirm your agency and program will be eligible.

•Agency must have a 501 (c) (3) status

•Focus of the agency must be human service oriented:
– Health & Basic Needs
– Education focused on children & success in school
– Financial Stability & Homelessness
– Youth Development & Community Enrichment

•Agency programs must serve and benefit the people of the Lee County Community.

•Agency must have an active, unpaid governing Board of Directors with regular meetings (at least quarterly). By-laws must be available for review if requested. Please upload a current Board of Directors Roster with two signatures (one from preparer and one from board officer/member).

•Board must be locally or regionally based. If a regional agency; one or more Directors from the Lee County community must be included with good faith commitment to recruit such Directors if not in place at the time of the funding request.

•Please upload a recent Audit, IRS Form 990 or the equivalent and also upload the most recent fiscal year ended Agency ProgramBudget, Statement of Financial Activities/Position (balance sheet) and Statement of Income & Expenses.Note: Under the circumstance of a newly formed agency, please provide a letter of commitment to submit an Audit or IRS Form 990 for the current funding year and to comply with the State Requirements for a Charitable Audit.

•New agencies must provide the IRS determination letter of exemption.

•Agency must abide by all current United Way policies, including fundraising campaign policies. United Way of Lee County annual agency grant program funding requests can not include grant writing fees.

NOTE: Exceptions to any of the above criteria must be reviewed by the United Way of Lee County Board of Directors.


Application

  • Acceptable file types: jpg,jpeg,png,pdf,doc,xls,xlsx

    Wordpress no longer accepts .docx 6MB file size limit
  • Required Documents

    6MB size limit
    Allowed file types: pdf doc 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.
  • If you don't have one, you may skip this step, but the form requires that you upload a document so you may upload a blank Word document.
    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 attach your demographics for the agency. 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 2018.
    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 (1)

    If you are applying for more than one program, please use this area for just one of those programs.
  • Please enter how much you are requesting. DO NOT ENTER $ or COMMAS.
  • If the program receives a grant requiring a match, what percentage? If you do not have a match requirement enter "0".
  • Accepted file types: jpg, jpeg, pdf, doc, docx, xls, xlsx. Information Required: # Served By Town, # Served Other Counties, Age Group If Available. 
Files must be less than 20 MB.
Allowed file types: jpg jpeg pdf doc docx xls xlsx.
    Accepted file types: jpg, jpeg, pdf, doc, docx, xls, xlsx.
  • Accepted file types: jpg, jpeg, pdf, doc, docx, xls, xlsx. Please insert the program budget for the most recent fiscal year ended, if applicable. 
Files must be less than 20 MB.
Allowed file types: jpg jpeg pdf doc docx xls xlsx.
    Accepted file types: jpg, jpeg, pdf, doc, docx, xls, xlsx.
  • How do you reach Lee County residents so they are aware of the program and/or agency?
  • If possible, provide a photo that can be used publicly, including social media. If the picture includes identifiable people a photo release is also required. A photo will result in additional promotion of your program and will be beneficial to both United Way and your organization.
  • If the picture above includes identifiable people, a photo release is also required.
  • Use specific examples for each of the dollar amounts below explaining how a donation of that amount will impact the community. Example: Your gift of $5 per week helps children recover from the effects of child abuse with four counseling sessions. Fill in the dollar amounts below with specific examples of how a donation of that amount will impact the community.

    $1 per week ($52)

    $5 per week ($260)

    $10 per week ($520)

    $25 per week ($1300)

  • How much funding did you receive from UWLC last campaign? DO NOT ENTER $ OR COMMAS
  • Date Format: MM slash DD slash YYYY
  • Section Break

* 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.