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.
Grants will be approved during the June 2020 Board of Directors meeting. Grant amounts will be communicated to each agency in July 2020, but payments will not begin until January 2021 and quarterly payments will continue through the end of 2021.
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!
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.
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 – Basic Needs or General Community Enrichmen
•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.
•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 Program Budget, 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
* A link to a pdf of your entries will be emailed to you after submission. But you can click below to print the screen at any time.
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