1. 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.

2. 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.

3. 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

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

5. 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

6. 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

7. 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

8. 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

9. 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!

10. 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

11. 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.

12. 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

13. Grant Software
Please visit our website at 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

14. 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).

15. 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

16. 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.

17. 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

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

19. Questions