Partners

Becoming a Certified Partner

Agency Certification

Certification is the process in which agency financial and governance documentation is reviewed by skilled community volunteers. This process helps ensure a high level of confidence that nonprofit organizations receiving impact funding meet nonprofit standards of accounting and governance.

Agencies must submit all required documentation for certification and receive approval after the United Way Review Team completes the fiscal review process to be eligible for Impact funding.

 

Download Agency Checklist

Becoming A Certified Partner Agency

To be eligible to apply for Heart of Missouri United Way funding, ALL agencies must first complete and submit the Pre-Application for Certification NO LATER THAN 3:00 PM ON OCTOBER 31.

Questions regarding the application for certification may be directed to Courtney Daviess, Assistant Director of Community Impact (CDaviess@uwheartmo.org).

NOTE: Approval of the pre-application does not guarantee certification, pre-application approval will require the submission of the full Application for Certification. Certification does not guarantee to fund. Certification will begin January 1st for those new applicants receiving certification approval. New Certified Partners must be certified for 12 months before becoming eligible to apply for United Way impact funding

 

Certified Partner Resources

Already funded:
Annual partner review documents are due NO LATER THAN 3:00 PM ON OCTOBER 31. Updates must be made through your Apricot Organizational Profile.

Already Certified and intend to apply for funding:
BY OCTOBER 31st your organization must contact Courtney Daviess cdaviess@uwheartmo.org to confirm the organization’s intentions to apply for funding. Your organization must participate in a full annual partner review prior to being eligible to apply for funding during the next open Request for Proposal (RFP). Annual partner review documents are due NO LATER THAN 5:00 PM ON OCTOBER 31st. Annual review documents and information must be updated/submitted through your Apricot Organization Profile.

Partner Agency Certification Renewal – Requirements and Guidelines – Updates must be made in your Apricot Organizational Profile no later than 5:00 pm on October 31.

HMUW Financial AUDIT and FINANCIAL STATEMENT REVIEW POLICY

Questions related to agency status and certification may be directed to Courtney Daviess, Assistant Director of Community Impact (CDaviess@uwheartmo.org).

FUNDED AGENCIES

Heart of Missouri United Way supports agencies in Boone, Cooper, and Howard counties. The programs and services of these agencies fall into one of the three Community Impact areas of Education, Health or Financial Stability. Agencies provide several programs to the community, many times these programs fall under different impact areas. Because of an agency’s wide-ranging scope of health and human service programming, some partner agencies may receive program service funding in more than one impact area.

Financial Stability

Financial Stability: programs reduce the number of financially unstable families and individuals and support their financial independence.

Health

Health: United Way funds services that strengthen the health and well-being of individuals and families who are most vulnerable. In alignment with the community, United Way recognizes four programmatic areas necessary to achieve health and well-being: (1) Basic Needs, (2) Safe, Healthy, Affordable Housing, (3) Mental Health care, and (4) Medical and Dental care.

 

Community Impact Investment Portfolio 2023

This document outlines the current Community Impact Grant awards.

Community Impact Investment Portfolio 2023

UNITED WAY / MU CROSBY MBA BOARD FELLOWS PROGRAM

Beginning in fall 2017 and in partnership between the Heart of Missouri United Way and the University of Missouri College of Business, a program was launched that matches MBA students with United Way partner agencies and their boards of directors. Agencies were selected as participants based on their interest in building leadership capacity. MBA students serve on partner agency boards in a non-voting capacity to learn about, and contribute their expertise to, the agency.

 

board fellows program

Grant Opportunities

Staggered Funding Cycles:

Heart of Missouri United Way currently provides grant funding to 34 local agencies in Boone, Cooper, and Howard Counties whose programs services fall into one or more areas of impact. Funding cycles for Community Impact Grants are staggered. Grants are funded in three-year intervals for Education, Health & Basics needs, and Financial Stability programs.

HEALTH (Current Funding Cycle):

Year One: January 1, 2021 – December 31, 2021
Year Two (Renewal): January 1, 2022 – December 31, 2022
Year Three (Renewal): January 1, 2023 – December 31, 2023

HEALTH (Upcoming Cycle):

The upcoming Health RFP will open: July/August 2023
The upcoming Health 3 Year Funding Cycle will begin: January 1, 2024


FINANCIAL STABILITY (Current Funding Cycle):

We are shifting all impact areas to calendar year funding cycles, January 1, 2021 started Year Two of the grant. Since we had agencies report 18 months during the Year End Review (July 2019 – December 2020) we were able to shift funded agencies to a calendar year. This means that in the end agencies will have received an additional 6 months of funding, allowing UW to make this needed shift. Moving forward Financial Stability looks like this:

Year One: July 1, 2019 – December 31, 2020 (captured 18 months due to pandemic and shifting funding cycles to calendar year)
Year Two (Renewal): January 1, 2021 – December 31, 2021
Year Three (Renewal): January 1, 2022 – December 31, 2022

FINANCIAL STABILITY (Upcoming Funding Cycle):

The upcoming Financial Stability RFP will open: July/August 2022
The upcoming Financial Stability 3 Year Funding Cycle will begin: January 1, 2023

EDUCATION (Current Funding Cycle):

We are shifting all impact areas to calendar year funding cycles, January 1, 2021 started Year Three of the grant. Since we had agencies report 18 months during the Year End Review (July 2019 – December 2020) we were able to shift funded agencies to a calendar year. This means that in the end agencies will have received an additional 6 months of funding, allowing UW to make this needed shift. Moving forward Education looks like this:

Year One: July 1, 2018 – December 31, 2019
Year Two (Renewal): July 1, 2019 – December 31, 2020 (captured 18 months due to pandemic and shifting funding cycles to calendar year)
Year Three (Renewal): January 1, 2021 – December 31, 2021

EDUCATION (Upcoming Funding Cycle):

Year One: January 1, 2022 – December 31, 2022
Year Two (Renewal): January 1, 2023 – December 31, 2023
Year Three (Renewal): January 1, 2024 – December 31, 2024

NEXT IMPACT AREA AND GRANT OPPORTUNITY TO OPEN

EDUCATION

Year One: January 1, 2022 – December 31, 2022
Year Two (Renewal): January 1, 2023 – December 31, 2023
Year Three (Renewal): January 1, 2024 – December 31, 2024

HOW FUNDING WORKS

Prior to being eligible to apply for United Way funding, an organization must first be a Heart of Missouri United Way Certified Partner for at least 12 months.

Interested in becoming a Heart of Missouri United Way Certified Partner?
Contact Courtney Daviess, Assistant Director of Community Impact at cdaviess@uwheartmo.org for more information on the process.

Already a Heart of Missouri United Way Certified Partner who’s not currently funded and is interested in applying for United Way funding?
Your organization must participate in a full annual certified partner review prior to becoming eligible to apply for funding during the next open Request for Proposal (RFP). Documents required for an annual review are due NO LATER THAN 5:00 PM ON OCTOBER 31st and are to be submitted through your Apricot Organization Profile.

Contact Courtney Daviess, Assistant Director of Community Impact at cdaviess@uwheartmo.org by August 31s

APPLYING FOR UNITED WAY FUNDING

Below is a timeline of what to expect when applying for United Way funding.

*Mid-December 2019: **Letter of Intent submission deadline

Early January 2020: Request for Proposal Opens in Apricot (Agencies must have submitted a Letter of Intent* in order to apply for funding)

*Mid-February 2020: Proposal Submission Deadline

*Mid-February 2020: Agency Proposal Presentations

*March 2020: Site Visits

May 2020: Funding Decisions Announced

*Required

**Heart of Missouri United Way will accept Letters of Intent from agencies who have been a Certified Partner Agency for at least 12 months, has been approved for certification renewal by our review team after UW’s annual review has been completed, and provide program services that align with United Way’s community impact goals for the impact area open for funding requests using the Taxonomy of Services. All agencies that are eligible to seek funding should receive information about how to submit a Letter of Intent via email by the end of November 2019.

SITE VISITS EXPLAINED

As mentioned in the timeline above, site visits, for agencies who have submitted a request for funding, will take place in March and are an integral part of the review process of a proposal/funding request. Advisory Council members who have reviewed the funding request will have the opportunity to meet one-on-one with agency personnel, ask questions, and tour facilities. Of equal importance is the opportunity for agency personnel to meet the council members and ask questions about United Way’s proposal review process. The site visits add valuable human services to touch to the funding process.

  • Attendees:
    • 2-4 Advisory Council members
    • HMUW staff member(s)
    • Agency reps- ideally ED, program staff, board rep
  • Purpose:
    • Experiential knowledge of the program
    • Opportunity for Advisory Council to ask detailed questions and Agency Staff to provide more program details and information
  • Schedule:
    • 15 min JUST Advisory Council members and HMUW staff
    • 30 min presentation/tour/demonstration/ tc.
    • 45 min Q&A
    • 30 min JUST Advisory Council members and HMUW staff

If you have questions or need assistance please contact Courtney Daviess, Assistant Director of Community Impact at cdaviess@uwheartmo.org