Letter of Intent

  • Start
  • Preview
  • Complete

We are now accepting Letters of Intent (LOI)

  • The LOI is the first step of the funding application process.
  • It is open to all qualified 501(c) 3 health and human service organizations in our area.
  • If all supporting documentation is not uploaded and the LOI is not completely filled out then your LOI will not be reviewed as part of the Community Investment Process.
  • Approved agencies will be invited to complete their an agency application.

Letter of Intent
Contact Information
Address
Mailing Address
Program Information
Briefly summarize the key elements of your program or service (not your organization). This description may be used by United Way.
Additional Program
Additional Program
Organization Information
One file only.
3 MB limit.
Allowed types: pdf.
One file only.
25 MB limit.
Allowed types: pdf.
One file only.
25 MB limit.
Allowed types: pdf.
Financials

Audited Financials

  • Under $100,000 – Audit, review, or compilation by independent CPA with GAAP footnotes, detailed statements, and signed internal control checklist
  • $100,000–$249,999 – Audit or review by independent CPA with GAAP footnotes, detailed statements, and signed internal control checklist
  • ≥$250,000 – Annual audit by independent CPA; supplemental detailed income and expense statements may be requested
If so, when was your most recent audit completed?
One file only.
50 MB limit.
Allowed types: pdf.
Strategic Planning
One file only.
25 MB limit.
Allowed types: pdf, doc, docx, ppt, pptx.
Governance
One file only.
2 MB limit.
Allowed types: pdf, xls, doc.

Fundraising

What is your staffing succession fan?
Terms of Agreement

I understand the eligibility criterion for this competitive application process:
Local public agencies, 501c3 nonprofit organizations, and government authorities may submit one application by the deadline.

  • Previous grantees must me in good standing in order to reapply, i.e. timely and complete reporting.
  • Applicants should have documentation confirming a valid solicitation license or exemption.
  • Applicants will maintain current financial records and will adhere to the rules regarding audited financial statements:
    • ​​​​​Under $100,000 – Audit, review, or compilation by independent CPA with GAAP footnotes, detailed statements, and signed internal control checklist
    • $100,000–$249,999 – Audit or review by independent CPA with GAAP footnotes, detailed statements, and signed internal control checklist
    • ≥$250,000 – Annual audit by independent CPA; supplemental detailed income and expense statements may be requested
  • Programs should be based on data and serve our community through evidenced-based programming, with at least one year of solid results using an evaluation component.
  • Proposals are sought that collaborate or take a collective impact approach with other initiatives.