1. United Way of Lake & Sumter Counties Thanks . . .
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2. Post flip chart papers for:
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3. Introductions to the United Way Team
Julie Eckenrode, Administrative Assistant
Tim Bachman, Volunteer Specialist
David Nebel, Grant Writer
Rhonda Boice, Bookkeeper
Barbara Crewell, Community Services Director
Michelle Purl, VP of Resource Development
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4. United Way of Lake and Sumter had a
10.2% increase in our campaign last year, thanks to the hard work of your United Way Team!
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5. New Additions to the United Way Team
Joanne Lepold, Case Manager for Family Emergency Services
Dr. Angelo Cruzsein, Mission United Director
Michelle Dean, Master Teacher
Anessa Hunt, Assistant Director of Resource Development
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6. Who is this guy?
Started working at age 6 pumping gas, picking cotton, and chopping tobacco in the foothills of SC
Worked after school in a saw mill in Middle School
Worked through High School & College in a cotton mill (2nd shift)
First generation High School & College Graduate
Intern as Maximum Security prison chaplain
Pastor of churches in NY, SC, GA, FL for 35 years
Hospice chaplain in Lake & Sumter Counties 5 yrs
Moved to Lake County in 1998
Dr. Alan Holden
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7. The Changing World of Non-Profits United Way Definitions
Objectives:
The Changing World of Non-Profits
United Way Definitions
United Way Branding Requirements
United Way of Lake and Sumter’s Strategic Funding Priorities for
Review the 6-Step Grant Process
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8. “Leadership is the process of bringing a new and generally un-welcomed reality to an individual, organization, or setting and helping them successfully adapt to it.”
--Rony Heifetz
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9. The World of Non-Profits has CHANGED!
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10. Funders, philanthropists, and grant-makers expect non-profits to operate like a business and produce a ROI (Return on Investment) or measureable outcomes.
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11. LOGIC MODEL Post flip chart papers for: Expectations
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LOGIC MODEL

12. Non-profits that deliver community impact will receive funding.
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13. So, Are Non-Profit Organizations Really Businesses?
Non-Profits make up 5.4% of the Gross National Product (GNP).
The Non-Profit Industry is one of the largest industries in the US, contributing $887.3 Billion to the US economy.
(Non-Profit Times, Oct 26, 2014)
So, YES, Non-Profit Organizations are Businesses!
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14. Non-Profit Business Model Confusion
Who is your customer?
Who are your suppliers?
Who is your target market?
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15. United Way of Lake and Sumter Counties envisions a community united to create better opportunities for all.
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16. Improve the quality of life and build a stronger community by leveraging resources and uniting community partners to impact education, income and health.
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17. The DONOR is Our Customer.
At United Way,
The DONOR is Our Customer.
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18. At United Way, Our Target Market is the ALICE population.
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19. Community Impact Business.
United Way of
Lake and Sumter is
in the
Community Impact Business.
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20. UWLS Internal Programs
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21. UWLS Is Exploring Adding a New Program For Our Military Veterans!
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22. Contracts with Partners to Deliver Community Outcomes
United Way
Contracts with Partners to
Deliver Community Outcomes
Outside our Internal Programs.
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23. Post flip chart papers for:
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24. Data-driven Strategic Funding
Program Specifications
Program Outcome Metrics
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25. United Way Definitions
Partner
Funded Program
Letter of Agreement
MOUs and Letters of Support
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26. United Way Branding Requirements
Agencies of Funded Programs are required to display the United Way of Lake and Sumter Counties’ logo on their website, newsletters, promotional materials, and on the site of the funded program.
The Letter of Agreement will be much more specific about this in the next grant cycle.
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27. The following information can be found at our website:
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28. Post flip chart papers for:
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29. UWLS 6-Step Grant Process: Step 1 - Attend Annual Partners Meeting
This meeting is mandatory to be eligible for funding.
Step 2 – Certification (deadline August 31)
Required documentation: Letter of Determination &
Certified/Affidavit Financial Statement
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30. UWLS 6-Step Grant Process:
Step 3 – Online Application (deadline September 30)
a. Only one application per FEIN
b. Grants range between $10,000 to $50,000
c. Average Grant is between $10,000 to $25,000
d. Grant will fund only up to 75% of program
e. Fund only 50% of direct program salaries, but
not benefits, taxes, overhead, or building
expenses.
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31. UWLS 6-Step Grant Process:
Step 3 – Online Application (deadline September 30)
WARNING: The online application platform closes promptly at 5 pm on September 30. UWLS will not accept hand-delivered, paper applications.
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32. UWLS 6-Step Grant Process: Step 4 – Committee Review
Committee is made up of UWLS
staff, board members, and
community members.
Each application is given a score. The highest scoring applications go to the top of the pile for funding.
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33. UWLS 6-Step Grant Process: Step 5 – Board Decision and Notification
The Board of Directors meet on the second Thursday of December to vote on the Review Committee’s recommendations.
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34. UWLS 6-Step Grant Process: Step 5 – Board Decision and Notification
Funded Program agencies will be notified and will receive a Letter of Agreement to sign and return to UWLS by January 5. Failure to return the LOA by Jan 5 will result in a forfeiture of grant.
Unfunded Program Partners may schedule an appointment with Dr. Holden to explore other ways UWLS can assist.
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35. UWLS 6-Step Grant Process: Step 6 – Collaboration and Verification
Funded program agencies file quarterly reports due on March 31, June 30, September 30, and December 31.
Funded program agencies meet quarterly at UWLS for collaboration on April 18, July 18, October 17, and January 16 at 3 pm.
Annual site visits by UW staff and Committee members.
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36. United Way of Lake and Sumter Counties’
So, what are
United Way of Lake and Sumter Counties’
Strategic Funding Priorities for 2018?
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37. Post flip chart papers for:
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38. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for 2018
Education:
Goal #1: Increase Reading & Math Skills in Elementary School Children
Goal #2: Promote Academic Achievement in Middle & High School Youth
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39. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Education Program for Reading & Math Skills for
Elementary School Children Must Provide:
Books and Tutoring
Reading & Math Program must use a United Way approved third-party testing vendor to demonstrate pre- & post-test improvements.
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40. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Education Program for Middle & High School must promote academic achievement by providing:
In-school or after-school tutoring
Increase school attendance
STEAM programs
Exposure to post-high school opportunities
Outcomes: on-grade promotion; increased attendance; and reduced behavioral referrals.
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41. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Income Stability Program Goal: Reduce barriers to financial stability.
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42. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Reduce barriers to financial stability by:
Providing GED classes; &
Job skills training; &
Money management courses;
Or Programs to allow the pursuit of job
skills training or continued employment.
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43. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Income Programs must Measure Outcomes by:
# of GED graduates;
Certificates of Job Skills training and employment;
More money saved after training than before; or
# of people retaining employment or pursuing education.
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44. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Health Goal: Improve the general health of the population through improved dental health and hygiene.
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45. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Improve the dental health of the ALICE population by:
Dental hygiene instruction by dental professional;
Provide dental screenings & tools for dental hygiene; and
Provide dental correction after completion of educational & prevention courses.
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46. United Way of Lake and Sumter Counties’
Strategic Funding Priorities for
Dental Programs must Measure Outcomes by:
Pre- & post-test of educational courses;
Pre- & post-screenings (including x-rays)
to document improvement;
# of patients needing and receiving
corrective dental work;
# of patients who completed program
during the grant cycle.
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47. Non-Profit Organizations
Commandments for
Non-Profit Organizations
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48. Commandment 1, a.k.a. The Golden Rule
“He that hath the gold, maketh the rules.”
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49. “Thou shalt provide what thy funder requireth.”
Commandment 2:
“Thou shalt provide what thy funder requireth.”
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50. “Thou shalt not speak ill of thy funder.”
Commandment 3:
“Thou shalt not speak ill of thy funder.”
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51. “Remember the deadlines, to keep them.”
Commandment 4:
“Remember the deadlines, to keep them.”
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52. “Thou shalt inform program workers of the requirements of thy grant.”
Commandment 5:
“Thou shalt inform program workers of the requirements of thy grant.”
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53. “Thou shalt measure and report outcomes, not just outputs.”
Commandment 6:
“Thou shalt measure and report outcomes, not just outputs.”
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54. “Thou shalt be accountable.”
Commandment 7:
“Thou shalt be accountable.”
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55. “Thou shalt not speak ill of other non-profits.”
Commandment 8:
“Thou shalt not speak ill of other non-profits.”
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56. “Thou shalt not steal another non-profit’s donors.”
Commandment 9:
“Thou shalt not steal another non-profit’s donors.”
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57. “Thou shalt say ‘Thank you’ over and over and over.”
Commandment 10:
“Thou shalt say ‘Thank you’ over and over and over.”
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58. Post flip chart papers for:
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