United Way Community Funding Information for

Registered Charities

Eligibility Criteria

 

Agencies/organizations must meet the following criteria:

  1.  Legal Requirements

A.      Be incorporated as a non profit organization.

B.      Be registered as a charity under the Canada Income Tax Act.

C.      Be located within the boundaries of the United Way of Lethbridge & South Western Alberta and provide services to clients within this area.

  1. Board Requirements

A.    The agency is governed by a volunteer Board of Directors that receive no financial remuneration.

B.    The agency Board meets at least 8 times per year and operates with a quorum.

C.   The agency Board make-up is representative of the area programs are offered to clients.

D.   The duties and responsibilities of the Board are defined in writing.

  1. Fiscal/Administration Requirements

A.    The agency has an annual independent audit with full reporting of all agency and program expenses and revenues. 

B.    Program expenses and revenues must be clearly separated from the overall agency expense and revenue budget.

C.   Demonstrate approved financial need while at the same time show a balanced approach to annual budgeting.

  1.  Personnel Administration Requirements

A.    The agency has written personnel policies, guidelines and job descriptions for     program staff and volunteers.

FUNDING GUIDELINES

Funding Information

 

The United Way will fund specific programs or services that meet the intent of our mission.  The United Way is accountable to its donors and the community at large.  The expectation is that each agency applying for funding demonstrates:

  • Need in the community

  • Efficiency in management

  • Accountability

  • Accessibility

  • Effectiveness

  • Need for United Way funding

  • Support of the United Way

Funding Priority Areas

  • Disadvantaged Children

  • Domestic Violence

  • Senior & Persons with Accessibility Developmental Disabilities

  • Economically challenged families

United Way will NOT fund:

  • Agencies/organizations acting in the capacity of a funding body.

  • Agencies/organizations that duplicate services in the same geographical area.

  • Agencies/organizations affiliated with a political party or have a political mandate.

  • Agencies/organizations without registered charitable status.

  • Churches

  • Individuals

  • Capital Projects, renovations, and purchase of property.

  • Annual fundraising drive or events.

Supplementary Fundraising Policy

 

Funded Member Agencies must not conduct or promote supplementary fundraising activities during the United Way campaign period September 7 to December 15.  See Appendix A.  The only exceptions to this policy are events/activities that have been established from the organizations head office and have been ongoing.  Newly developed fundraising activities must not occur.  Contact United Way for additional information.