Once Form I – “Organization & Project Overview Template” is completed and sent to United Way and meets with the basic minimum requirements of the preliminary level of due diligence United Way will move the due diligence process to Stage II.

In Stage II the non-profit will be requested to complete Form 2 – “The United Way Fact Sheet”. It is divided into 8 main sections.

Section I : Organization Information
1.1 Contact Details
1.2 Brief History & Vision f Your Organization
1.3 Audit details
1.4 Awards & Recognition

Section II : Management Team & Governance
2.1 Details of Board

Section III : Employee Information
3.1 Current Staff Details
3.2 Organizational Structure
3.3 MIS and computerization

Section IV : Community Impact and Outreach
4.1 Primary nature of agency's operations
4.2 Primary target segment of organization's programs

Section V : Financial Information
5.1 Primary Sources of Funding
5.2 Bank Accounts
5.3 Organization Financials

Section VI : Volunteering
6.1 detail of projects for which volunteers are required

Section VII : Support-In-Kind

Section VIII : Application Checklist

Download Form 2 : “United Way Fact Sheet”