2020 Annual Partners Meeting Welcome 2020 Annual Partners Meeting Irena: Welcome everyone Building Cross-Functional Teams: Why and How Jennifer McNulty and Michelle Purl, United Way of Lake and Sumter Counties; Irena Djordjevic-Behery, United Way Worldwide Operating internally as a “donor-centered, fueled by impact” organization is a path forward on how we get the work done at United Way. To follow this path, we work cross-functionally to achieve alignment of roles, results, and performance. Increasing our organizational capabilities and readiness to proactively engage with donors to grow revenue largely depends on having the right people with the right skillset. A holistic culture and approach, identifying communication styles, erasing silos are all ways to communicate a strong message to the community. Let's talk about how working cross-functionally has positively impacted our United Way can work for you too.

Agenda Who is United Way of Lake and Sumter Counties Who is ALICE Running a Campaign Requirements to Receive United Way Funding Changes From Last Year 2020 Funding Priorities Announcements/Questions Irena: Agenda flow – three main segments, with commitment to focus on practical and hear David’s story We had similar session last year at FFIS – anyone attended? Take Poll of the Audience: Who is the CEO? Resource Development Community Impact Other United Way, A Donor Centered Organization: How to Making the Change Happen... Fast Description: Given the shift in the business model, this session will discuss how we can design RD Department’s structure, roles and expectations to achieve optimal performance. Through facilitated discussions and number of specific examples shared by United Way colleagues, a session is designed to be insightful and practical giving you a toolbox of ideas and resources to use in your United Way.

Our Mission Improve the quality of life and build a stronger community by leveraging resources and uniting community partners to impact Education, Income, and Health

Who is Alice? Asset Limited Income Constrained Employed Live paycheck to paycheck Does not qualify for most public assistance

How Can You Serve Alice? Ensuring that ALICE families are not turned away from services is one of our top priorities for 2020 At least 50% of United Way funding MUST serve ALICE households

Requirements for Funding You must attend this meeting Your organization must be a 501(c)3 Your services must be provided in Lake or Sumter Counties & must only serve residents of Lake and Sumter Counties

Requirements for Funding You must submit a Letter of Intent by August 31st , 2019 If you are invited to apply for a grant, the application process will be open from September 15th, 2019 through October 31st 2019 You will know if your application was approved by December 15th, 2019

Requirements for Funding You must become a community partner, not only a grant recipient You must provide quarterly reports with a success story and photo upload You must hold a workplace/volunteer United Way campaign fundraiser

Putting Fun Back into Campaigns Pledge forms is the traditional means of doing campaigns but lets take it a step further Campaign Ideas: Jeans Day $5.00 for that day or $15.00 for the week Bake Sales Jersey Day $5.00 to support that team you love for a day Pancake Breakfast( the organization pays for the supplies to make the breakfast and charges $5.00 per plate) Hot Dogs or Hamburger Grill Fest(Invite employees to support UWLS through their $5 dollar purchase of a lunch plate) Chili Cookoffs( a big win for most organizations) It is vital that non-profits who collaborate and work as a partner with UWLS believes in the cause of making the community a better place and when we pull together and unify we all win!

Additional Info Only one application per FEIN Grants range between $5,000 to $25,000 Grant will fund only up to 75% of program Fund only 50% of direct program salaries, but not benefits, taxes, overhead, or building expenses United Way funds programs, not agencies

Changes We are changing the way we look at our “grants” and moving into “contracted services” Beginning in the 2020 cycle, no agency may receive more than 4 consecutive years of funding from UWLS. While not required until 2021, an agency that has both a disaster and sustainability plan will receive more points on their application.

Changes Continued… The application questions will be changing slightly, please allow plenty of time to review these changes once the application goes live on September 15th If your program has an income limit lower than the ALICE threshold, you must make accommodations to ensure at least 50% of your allotted amount is open to the ALICE households

Grant Software Please visit our website at www.uwls.org for the link to access the portal, our 2020 funding booklet which includes an example of the funding agreement The website will be updated by August 12th 2019 Letter of Intent will be available from August 15th – August 31st Each process will close before a new one opens

Goal 1: Students successfully transition into middle and high school Strategy 1: Connect students with in-school and out-of-school programming to support academic success and overall development (afterschool and summer learning programs, tutoring, homework assistance, mentoring, etc.) S2: Equip families and other supportive peers and adults with tools, knowledge and skills to help young people succeed in school, and the workforce. Connect families of students with community-based resources (e.g. family counseling, food assistance, transportation, health services).

Goal 2: Students graduate high school prepared for college or career success. S1: Provide students with apprenticeships, internships, volunteering, mentoring, etc. to expose them to potential career options. S2: Provide college or credential/certificate prep supports (financial aid counseling, application assistance, ACT preparation). S3: Provide college or credential/certificate entrance and transition supports for incoming students (e.g. registration, financial support, mentoring). S4: Provide supports for students to persist to completion of credential/certificate or degree program

Goal 3: Families/Households are economically stable and self-sufficient. S1: Increase a family’s ability to work by providing childcare and/or adult care services. S2: Increase the awareness of and enrollment in available benefits (e.g. SNAP) and income supports to improve financial stability. S3: Provide career training and job placement resources. S4: Provide affordable housing and/or transitional housing with education and support to move into affordable housing.

Goal 4: Children, youth and families are physically and mentally well. S1: Provide access to dental preventative and/or corrective services S2: Provide resources that promote good dental and mental health. S3: Increase knowledge and skills of youth to refrain from risky behaviors and increase developmental assets and healthy behaviors. S4: Increase knowledge of, access to and consumption of healthy foods

Announcements UWLS will no longer be able to provide sponsorships to agencies we provide grants to.

Questions