people who could not afford prescription medication were connected to
long-term prescription solutions.
people received free or discounted legal services to assist them and
their families in times of crisis.
area youth enhanced their understanding of pregnancy prevention.
"I have found that among its other benefits, giving liberates the soul of the giver."
Why is United Way no longer announcing a fundraising dollar goal for the annual campaign?
Way’s efforts are focused on accomplishing results together – not just
achieving a dollar goal. While we will always strive to meet
certain internal budgetary goals, our community goals will now be based
on the impact that our funded programs and Partner Agencies achieve
each year. As always, we maintain financial transparency, and
details of our finances and allocations are published in our annual
report, which is posted on our website along with our 990s.
Does United Way share its 990s?
Forms 990 and 990-EZ are information returns used by tax-exempt
organizations (and others) who record incomes of $25,000 or greater.
These forms are required to be filed annually with the IRS. Click here to read a copy of our most recent form 990, click here to view our audit, and click here to read our certification of financial statements. If you
would like a copy of United Way of the Greater Dayton Area's audit report, please contact Teri Warwick at (937) 225-3010.
How much does United Way spend on overhead?
local United Way’s budgeted administrative and fundraising expenses
(overhead) was 16% for FY2010-11 and is budgeted at 15% for
FY2011-2012. In 2009, United Way began aggressively driving down
overhead through budget cuts and expense reductions of $1.2 million,
including the elimination of staff positions and selling the
building. United Way’s goal, with more donations, is to achieve
an overhead of 12%. United Way’s administrative costs are still
among the lowest in the community – well below the Better Business
Bureau guidelines of not more than 35% for fundraising and 50% for
What is United Way of the Greater Dayton Area’s designations policy?
may direct all of their contribution within United Way of the Greater
Dayton Area’s network of services, including to LIVE UNITED 24/7 365
(former called the Community Solutions Fund); the 3 Impact Areas of
Education, Income, and Health; the 73 Partner Agencies; any United Way;
or the Partner Agencies of neighboring United Ways. Donors may
also direct up to half of their total pledge to a qualified 501(c)3
health or human service organization that is not a Partner
Agency. The balance of the gift can then be directed any way they
wish within our local United Way network. 84 cents out of every
designated dollar collected goes to the program or service. The
remaining 16 cents covers pledge processing and fundraising. This
figure is different than the overhead rate, which is a calculation of
expenses to revenue. For more details on our designation policy, click here.
Do designations to Partner Agencies affect allocations from LIVE UNITED 24/7 365?
Since 1990, designations to Partner Agencies have been a separate
stream of funding from LIVE UNITED 24/7 365 (formerly called the
Community Solutions Fund). Many people still mistakenly believe
that designations are the “first dollars in” towards a Partner Agency’s
allocation from the volunteer process, but in actuality, the two
funding streams are intentionally kept completely separate.
Why did United Way move?
the former United Way building and moving to rented space is
benefitting the community by saving $100,000 a year that was being lost
in upkeep expenses.
Did any United Way funds go to the SCLC or IMA?
The SCLC and IMA do not receive United Way dollars. They have
never been United Way Partner Agencies, so they were not at all part of
the tightly monitored, ongoing United Way effort to provide critical
services to carefully screened agencies. These organizations did
receive emergency food and shelter funds through a FEMA program in
which United Way serves a limited role as convener of the Local Policy
Board comprised of area food and shelter providers. The FEMA
program was designed to be non-bureaucratic to pass dollars quickly to
food and shelter programs in high need counties.
Someone I know gave to United Way for years but did not get help when he or she needed it, so why should I give now?
Way’s HelpLink 2-1-1 works diligently to connect every caller with
services that can help, and our Partner Agencies try very hard to serve
everyone who contacts them. Unfortunately, there may be obstacles
such as waiting lists for appointments and limited or strained
resources. Sometimes the service offered is not what the person
expects. If he or she is hoping to receive direct financial
assistance, those resources are extremely scarce because they address
the symptom but not the long-term solution to a problem.
What accountability standards does United Way have in place?
United Way financial records are handled in accordance with generally
accepted accounting principles. A volunteer Finance Committee,
chaired by the Board Treasurer, oversees the financial
operations. United Way is audited annually by an independent
accounting firm and practices full voluntary disclosure of its 990 and
What happened with the talks about merging with United Way of Greater Cincinnati?
the challenging economy, the United Way Board felt that a merger
warranted exploration. However, our volunteer leaders were not
convinced that it was the best path to meet the Dayton region’s needs
and to resolve our local challenges. The proposed plan did not
demonstrate significant cost reductions and lacked assurance that our
community would benefit in the long-term from possible revenue growth.
What happened to the former president of United Way of America?
1992, allegations were raised regarding United Way Worldwide’s
(formerly United Way of America) president’s expense practices.
He served a seven-year sentence in prison. Our local United Way
stopped paying dues until we were convinced that United Way Worldwide
had controls in place to be fiscally accountable. Since then,
United Way Worldwide has been well managed and accountable to local
United Ways. Each local United Way is independent and autonomous;
we are not chapters of United Way Worldwide.
When will I get a tax receipt for my
Receipts for cash, check or stock gifts over
$250 will be mailed January of the year following the donation in time
for your year-end tax preparation.
How do I claim my payroll
deduction gift on my taxes?
To claim this
deduction, you will need both your year-end payroll stub documenting
the donation and either a copy of your pledge card, a print out of your
e-Pledge confirmation, a copy of your thank-you card/letter from us or a
tax notice from United Way of the Greater Dayton Area. We will mail you
a tax notice in mid-December to remind you to save your last pay stub
and claim your deduction.
How do I claim non-payroll gifts
as a deduction?
A copy of your canceled check,
your credit card statement, or your stock broker statement showing
payment to United Way of the Greater Dayton Area is needed.
Alternately, for gifts over $250, we will provide a separate receipt.
my gift is paid by check, does the date on the check always satisfy IRS
rules on when I can claim the deduction?
No. If the payment is made late in the year, the United Way uses the
post mark date to determine for which tax year the substantiation
letter will be sent. Otherwise, the canceled check date would be
sufficient proof of the applicable tax year (please save your canceled
check or bank statement). As an added convenience to you, the United
Way has the ability to receive a gift up until Midnight on 12/31.
Please call (937) 225-3001 to make arrangements.
How do I claim cash gifts as a
All cash gifts must have a receipt.
Employee Campaign Coordinators may receive receipts from their campaign
manager to issue to donors giving less than $25. For amounts over that,
either you must complete a pledge card with your gift, or you can call
United Way's finance department at (937) 225-3001.
Can I claim my raffle ticket as a donation?
Donations can only be claimed for gifts where you received no goods or
no goods or services can be received, can I still claim my donation
if my employer offered a prize for participation?
as the prize is a gift from your employer and not United Way.
I designated my gift to an agency through the United Way. Do I
need a separate receipt from the agency?
No. The IRS only recognizes the charitable organization to which the
dollars are paid directly. A receipt from the designated agency will
NOT be accepted by the IRS. If you've received a document from the
designated agency, this is simply an acknowledgment of your pledge.
Becoming a United Way Partner Agency
To become a United Way Partner Agency, your
mission and purpose, as documented by the by-laws and deliverables,
must be to provide a health or human service, as described in the Guidelines
for Defining Health and Human Services for Partner Agencies.
If this fits your organization, and you choose to apply, please submit
the documentation specified in the Standards for
(including either your most recent BBB certificate or accreditation
letter from an approved accrediting organization). You will also need
submit any existing policies or plans that you may have related to the
three additional standards on nondiscrimination, diversity and ethics.
In addition to the above, you will need to
organization's most recent 990, audit and any printed materials about
your agency. You must sign and submit the Patriot Act
When all of your information is ready to be submitted, please call
Tanisha Jumper, Senior Director, Community Impact at (937)
225-3031 to schedule an appointment.
Any health or Human Service Organization may
apply to be a United
Way Partner. Applications are accepted throughout the year. For information on applying for partnership, please read
below. Feel free to contact Tanisha Jumper at (937) 225-3031 or firstname.lastname@example.org
for additional information.
All of this documentation is only necessary if you wish to be a Partner
with the United Way as specified in the 2006 Agreement of
Participation so you can understand the mutual benefits and
responsibilities of United Way Partnership. The 2006
Agreement of Participation should not be signed until after you have
received confirmation that the Standards were met
and your organization is approved by as a Partner by United Way 's
Organizational Review Committee, Community Partnerships Council, and
the Board of Directors.