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United Way of Will County
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ANNUAL PARTNER AGENCY BUDGET REQUIREMENTS
 


Budget Memo

 


ONE copy of each to our office

 

Requirements Fundraising Materials  

  • Success Story (Attachment 1)
  • Dollar Stats  (Attachment 2)
  • Agency Description for our brochure (25 words or less) (Attachment 3)
  • Client Statistics by City Form (Attachment 4)
  • Client Photo (emailed preferably to Sarah@uwwill.org)



TWELVE COPIES COLLATED IN THE BELOW ORDER

1. Cover Letter with your FY 2013 United Way of Will County request referenced in the subject line.

2. Agency Effectiveness Criteria

3.Budget Spreadsheet and Program Information Worksheets(excel)  NOTE:  There are now three Program Worksheets (PAST, CURRENT & REQUEST) as well as the large Budget spreadsheet!  *Also See special instructions below for the program calculations.

4. Board of Directors Roster

 

 *Program Information Worksheet

We have made this worksheet easier for you this year. Click the above Budget Spreadsheet and Program Information Worksheets and use them in your Excel program. 

  1. Gender Served: As you input your program name and the number of Male/Female it will automatically total up that section of the column.
  2. Ethnic Served:  Input the # of white, black, hispanic or other and if correct, the total should equal 100%.  The total # of Gender should be now divided between the different ethnic selections to give you 100%.
 
Important Forms & Schedules
 
 
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