Investment Funding: Proposal Requirements


Investment Funding: Proposal Requirements



Organizations must meet the following eligibility guidelines and have available for review:

  • Diversity, Equity and Inclusion policy/non-discrimination policies
  • Directors and Officers Insurance
  • Liability Insurance
  • Organization’s most recent 990
  • Organization’s most recent audit or financial report
  • Organization’s 501(c)3 IRS Confirmation letter

In addition, organizations must be able to document that the agency:

  • Is governed by a voluntary board of directors consisting of members from the general community.
  • Has been in business for at least 2 years.
  • Is committing some of its own resources to the program.
  • Has an outcome measurement system.
  • Will conduct a workplace campaign to benefit United Way of Youngstown and the Mahoning Valley.

A program will be considered for funding if it meets the following criteria:

  • The primary applicant organization must be a 501(c)3 organization.  If you do not know the status of your organization, or are not currently qualified, please contact Grimilda Ocasio-Santiago at 330.746.8494 or [email protected]
  • The program must align with United Way’s results framework.  Applicants will be required to track and report on all measures within the selected outcome strategy.
  • The applicant must attend at least one mandatory training session at the United Way office.


Any agencies with programs not currently receiving funding who wish to apply must submit a Letter of Intent or LOI.  Thedetails for the LOI can be found on the United Way website. Current programs funded by the United Way are NOT required to submit an LOI.  The Letter of Intent must be submitted no later than November 5, 2021 to Grimilda Ocasio-Santiago, Director of Community Impact via email: [email protected].

The Letter of Intent must not exceed 2 pages and should include:

  • Agency Contact Information
  • Organization description
  • Statement of Need
  • Proposed Program
  • Other Funding Sources

For all accepted new agencies and current partner agencies, Grant Applications will be open via E-C Impact, an online system, on November 15, 2021 and will close on January 28, 2022.  Applications will not be accepted after the deadline.

Current and New Applicants may seek technical assistance on the use of E-C Impact beginning November 1, 2021. Please note: Applicants are required to attend one of the scheduled information sessions. United Way suggests reviewing the investment plan and logging into E-C Impact prior to attending a session.

                        Information Session                Wednesday, December 15, 9AM

Due to the COVID – 19 Pandemic, all IN-PERSON sessions AFTER December 15th are cancelled.


All applications meeting eligibility criteria, and submitted by the deadline will be evaluated on a 100-point scale. The proposed program, and its ability to address an identified United Way community goal in an effective manner will be evaluated by teams of community volunteers, partners and United Way staff.  The United Way Community Impact Committee will make an allocation recommendation. The United Way Board of Directors will review the recommendation and approve all final investment decisions.


United Way is seeking effective programming that aligns with this investment plan to create meaningful collective impact in our community. The online application is comprised of the following sections:

· Section I: Cover Page with Identified Goal/Indicators

· Section II: Program Narrative

· Section III: Logic Model and Outcomes Explanation

· Section IV:  Program Service and Evaluation

· Section V: Program Financials

· Section VI: Sustainability

· Section VII: Other Documentation

Responses to each of these six (6) areas are scored for content and quality, to a maximum of 100 points.

It is expected that grantees will:   Comply with all reporting requirements & deadlines – forms will be provided.If requested, speak regarding partnership at a business on behalf of UWYMV.Agree to co-brand with United Way and/or Women United.Participate/cooperate with United Way Outreach activities as appropriate.Notify UWYMV of any significant program or budget changes when they occur.    



· Award Notification: Notice of a program award will be given in May, 2022.  Funds will be allocated beginning on July 1, 2022.

· Reporting Schedule: Reports will be due semi-annually (January and July) to United Way via E-C Impact. For example, January 2023 reports will cover the periods of July 1, 2022-December 31, 2022 and July 2023 reports will cover periods of January 1, 2023-June 30, 2023.

· Awarded programs will receive a two-year contract from July 1, 2022-June 30, 2024. If program demonstrates sustainability and results after the first program year, grant awardees will receive their second-year contract renewal for July 1, 2023-June 30, 2024.

· Contingency of Funds: Every program year throughout the 2022-2024 allocation cycle will be contingent on program performance, demonstrated results and continued availability of funds. United Way reserves the right, at any time, to adjust or withdraw contract dollars if agreed-upon program delivery or results do not meet contract requirements.


Impact Funding: The Community Plan

All programs requesting funding must align with one of the Education or Emergency Services Goals and Strategies listed below.

Focus Area #1:  Education

Investment Priority:  United Way of Youngstown and the Mahoning Valley strives to help all children and families with kindergarten readiness and academic success in becoming proficient by 3rd grade and beyond. The Education Impact Panel is seeking proposals able to demonstrate collaborative program efforts which increase each of these areas of need.

Goal Program Populations Programmatic Strategies for Applications
Ensure Children Ages 0-5 Receive Quality Early Learning Opportunities Birth Through Preschool Children and Their Families Children Ages 0-3 Whose Families Receive Parenting and Child Development Education.

Children Ages 0-3 Whose Families Receive Early Literacy Skills Support.

Children Ages 4-5 Receive Quality Pre-K Education Services.

Support a Strong Transition Into Kindergarten Children Ages 3-4 and Their Families Students Entering Kindergarten Will Participate in Transition Programming to Prepare for School.
Invest in Results-Focused Programming Students K-3rd Grade and Their Families Students Participate in Summer Learning Opportunities.

Students Participate in Targeted, Academic Interventions.

Students Participate in Positive Youth Development Programming.

Students Are Connected to Teachers, Mentors, and/or Positive Role Models.

Students and Their Families Participate in Family Literacy Programming.

Students and/or Their Families Receive Case Management Services.

Students and/or Their Families Receive Physical and/of Behavioral Health Services.

Ensure Future Success: Invest in Students Beyond 3rd Grade Students in 4th-8th Grade and Their Families Students Participate in Career-Skill Developments (STEM Supports).

Students Participate in Summer Learning Activities.

Students Participate in Positive, Youth Development Programming.

Students Participate in Targeted, Academic Interventions.

Students are Connected to Teachers, Mentors and/or Positive Role Models.

Students and Their Families Participate in Family Literacy Programming.

Students and/or Their Families Receive Case Management Services.

Students and/or Their Families Receive Physical and/or Behavioral Health Services.

Empower Families to Have Success For Life Families Needing to Build Skills to Attain and Maintain Employment Individuals and/or Families Receive Personalized Financial Coaching.

Individuals and/or Families Receive Free Tax Preparation with Financial Education.

Individuals and/or Families Receive Credit Counseling and Debt Management Services.

Individuals and/or Families Participate in Employment Services, Including Job Training, Interviewing Skills and Resume Building.

Focus Area #2 Emergency Services

Investment Priority:  The United Way of Youngstown and the Mahoning Valley seeks to invest in strategies that address emergency services providing disaster response and relief, emergency housing, assistance for those dealing with abuse and sexual violence and access to food.

Goal Program Populations Indicators of Success
Assist Those Needing Help, Disaster Response and Relief Individuals and Families Experiencing a Disaster/Emergency Individuals and/or Families Receive Relief and Support Directly After a Disaster Occurs.
Providing Temporary Emergency Housing Individuals and/or Families Who Are Homeless or At-Risk of Losing Their Home Individuals and/or Families Offered Housing-Based Legal Services.

Individuals and/or Families Receive Temporary Shelter Services.

Individuals and/or Families Receive Emergency Home Maintenance Repairs.

Ensuring Services to Address Abuse and Sexual Violence Children, Individuals and Senior That Are Victims of Abuse and/or Violence Individuals and/or Families Temporarily Receive Shelter Services.

Individuals and/or Families Receive Violence and Crisis Intervention Support.

Increasing Food Access to Children and Families Children and Families with Decreased Access to Healthy Foods Prevention: Children and Adults Over 65 Years Old Participate in Nutrition Education.

Intervention: Individuals and/or Families Receive Increased Access to Choice Food Pantries and/or Soup Kitchens.