Funding Process

About the United Way and What We Do

Agencies Apply for Funding

Each Partner Agency submits a detailed budget proposal including financial information and proof of its impact on community issues. The agencies provide specific outcome measurement data demonstrating how their programs improve the lives of Morgan County residents.

Community Volunteer Teams Determine Allocations

The United Way staff does not determine the amount of money agencies receive. This allocation decision is made by a group of volunteers representative of the donor who agree to serve in the allocations process. These volunteers are trained, conduct on-site visits, review data and make funding recommendations to the United Way Board of Directors. The Board reviews the recommendations and votes to determine final approval.

The steps of the process are the following:
  1. Partner agencies submit proposals.
  2. In March approximately fifty contributors volunteer to serve on the allocations committee.
  3. The volunteers are trained and serve on one of eight panels. Each panel is responsible for making a funding recommendation on three to five agencies.
  4. The volunteers study the agencies proposals, and other financial and program materials submitted to the United Way.
  5. Each panel schedules and attends an on-site visit at each of the agencies assigned to it. During the on-site visit the United Way panel observes the agencies’ programs, meets with the agencies’ volunteer and staff leadership, clarifies information in the proposals, evaluates the agency’s impact and asks all questions the committee members may have.
  6. After the on-site visit, each panel meets to formalize its financial and other recommendations for each agency.
  7. Meanwhile the United Way Board meets and determines how much money is available for allocations based on the pledges from the previous fall’s campaign.
  8. In May all of the allocations volunteers meet and discuss each agency until the funds recommended for each agency are equal to the amount made available by the Board. Typically this meeting continues until unanimous consensus is reached.
  9. The recommendations are approved by the United Way Board in May.
  10. The agencies are paid on a monthly basis beginning July 1.
Criteria For Funding

United Way partner agencies must continue to meet basic criteria to maintain their partner agency status. The allocations committee reviews and determines whether the partner agency provides vital community service(s) in one or more of the United Way’s Focus Areas: Education, Income, and Health. The allocations committee determines to what extent the partner agency demonstrates a positive impact on our community and how its service(s) are significantly benefiting the lives of program participants. The allocations committee determines the need and recommends the level of support a partner agency should receive in order to provide vital community service(s) in one or more of the Focus Areas.