Agency Application Form

2023 APPLICATION DEADLINE:  Wednesday, April 12, 4:00pm.

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 May 2023 Board of Directors meeting. Grant amounts will be communicated to each agency in by May 15, 2023, payments will begin in May 2023 and payment schedule will be quarterly.

Application Guidelines

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.

•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.

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

    Wordpress no longer accepts .docx 6MB file size limit
  • For example: policies, staff trainings, public statements, etc.
  • 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, Max. file size: 6 MB.
  • Upload document showing the IRS exempt determination.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx, Max. file size: 6 MB.
  • Upload your most recent Form 990, 990EZ or 990 postcard.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx, Max. file size: 6 MB.
  • 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, Max. file size: 6 MB.
  • 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, Max. file size: 6 MB.
  • 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, Max. file size: 6 MB.
  • Upload your most recent year ended profit & loss compared to budget.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx, Max. file size: 6 MB.
  • 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, Max. file size: 6 MB.
  • 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, Max. file size: 6 MB.
  • Please attach the same list for any fundraisers planned within the next year.
    Accepted file types: jpg, jpeg, png, pdf, doc, docx, xls, xlsx, Max. file size: 6 MB.
  • 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, Max. file size: 6 MB.
  • 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.
  • Please select the focus area that the program best fits.
  • 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, Max. file size: 20 MB.
  • 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, Max. file size: 20 MB.
  • 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.
    Accepted file types: jpg, jpeg, png, gif.
  • If the picture above includes identifiable people, a photo release is also required.
    Accepted file types: jpg, jpeg, png, gif.
  • 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
  • MM slash DD slash YYYY
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