How does an agency become a United Way partner?
Each year after its annual Community Campaign, United Way determines the amount of resources it has raised for health, education, and financial stability. Depending on the available resources, United Way may admit new agency partners that operate programs focusing on health, education, or financial stability.
Agencies/programs may be considered for partnership status only after successfully completing and reporting on at least two years of funding and receiving recommendations from United Way staff and volunteers. Most programs require three years within this process.
Approved agencies join the 110+ partnership agencies that receive ongoing, programmatic funding, and will be subject to organizational and programmatic requirements.
What criteria are used to determine if an agency is eligible for United Way funding?
United Way makes program investments in health, education, and financial stability.
Organizations requesting funding must (unless otherwise noted in a specific fund or initiative):
- Have an active board of trustees,
- Adhere to ethical standards,
- Provide for an appropriate audit,
- Be able to demonstrate long-term financial viability and
- Be tax-exempt as described in section 501(c) (3) of the Internal Revenue Code
United Way of Greater Milwaukee & Waukesha County does not fund:
- Organizations that discriminate on the basis of social or economic class, gender, gender identity, age, sexual orientation and identification, disability, special health care needs, race, color, national origin or religion,
- Organizations that refuse services based on religion or require attendance or participation in religious services/activities as a condition of assistance,
- Political causes, candidates, organizations or campaigns,
- Fundraising activities, which provide more than token benefits in exchange for contributions sought,
- Athletic teams or events,
- Booster or social clubs,
- Extracurricular activities of educational institutions and
- Individual needs, such as scholarships or other forms of financial aid.
Can an agency reapply if it is denied for funding?
If a funding application meets United Way’s criteria, but is not approved due to lack of resources, the agency may reapply after the following year. If a funding application is denied because it falls outside United Way’s guidelines or fails to meet the criteria, the agency may not reapply for the same program.
What are United Way's reporting requirements?
Typically, recipients must provide status and evaluation reports that:
- Describe what program activities have taken place,
- Discuss program results in relation to stated and measurable goals,
- Outline any anticipated or unanticipated events that have been addressed and
- Provide a full accounting of how funds have been expended.
- Specific reporting requirements, if any, above and beyond normal annual reports to the community will be outlined in donation notification and customized to each recipient’s unique circumstances.