Agencies
|
Achieving
Your Mission in an |
United Way Donor Choice Agency Eligibility Application
To become a member of United Way of Southeastern Pennsylvania’s Donor Choice Program, agencies are required to complete an Agency Eligibility Application. Generally, agencies are mailed an application as the result of a donor designation. Agencies may also apply directly by submitting a completed application and ALL required documents with a nonrefundable application fee of $100; payable to United Way of Southeastern Pennsylvania by check or money order. The purpose of the application fee is to cover the cost of the application research and review process and does not guarantee acceptance into the program.
For an agency to be eligible, each element of the core criteria must be met. An agency must:
- have a federal tax exempt/tax deductible status of 501(c)(3)
- provide services to the residents of Pennsylvania, New Jersey or Delaware
- exist primarily to provide or support voluntary human health or social services
- comply with the USA Patriot Act
Examples of ineligible fields of service:
- Religious Institutions
- Libraries
- Animal Welfare
- Disarmament, Nuclear Weapons, Peace Groups
- Environmental Organizations
- Government Agencies and Electoral Activities,
whether partisan or nonpartisan - Economic Development
- Cultural Organizations (museums, orchestras, theaters, ballets)
- Schools, Colleges, Alumni Funds (Public or Private)
Organizations which fall within an ineligible category may have a program or service that separately meets our eligibility criteria. The program/service must make up a minimum percentage of the organization’s overall budget and appear as a lined item on their financial report. Please complete and return the Significant & Distinct Program Worksheet with your application if your agency falls within the ineligible category, but provides an eligible service or program.
The application and samples of the required documents are below. Please answer all questions on the application - the more you tell us about the purpose and activities of your organization, the better we will be able to determine whether you are eligible to participate in the program.
For more information, please refer to the Guidelines on Agency Eligibility, Program Policies and Administration.
REQUIRED DOCUMENTS
To download a form, just click on the link below. You will need Adobe Acrobat Reader to open all forms.
- Agency Eligibility Application
- Patriot Act Compliance Form
- Copy of your official 501(c)(3) tax status (see sample)
- Official documents stating primary purpose of organization and programs
- List of your organization’s board member
If you have any questions regarding this application or the Donor Choice Program, please contact our Donor Services Department at 215-665-2598, option 2.
