Allocations Process

The annual fundraising campaign generates dollars to fund services in our community. A rigorous process takes place every year to ensure the best stewardship of donors’ dollars. The following details the process.

Who is involved in making community investment decisions?

A group of volunteers, representing various sectors in the community makes up the allocations committee. There is no limit to the number of members on the allocations committee. It varies from year to year, but typically there are between 12 and 20 volunteers, plus a committee chair, plus the executive director who has a non-voting role.

Who can apply?

An application is made available in early October to any non-profit, charitable organization delivering programs and services in Fort Erie, Niagara Falls, Pelham, Port Colborne, Wainfleet and Welland.

The deadline for the application is the first Friday in December.

What are the guiding principles of the process?

In no particular order –

  • Clearly identified need for services.
  • Good partnerships and collaboration in the community.
  • Reliability of the agency seeking funding.
  • Alignment to funding priorities.
  • Clearly identified need for United Way funding.

The Application & Funding Review Process:

  • Applications for funding are received by the first Friday of December annually
  • The Community Investment Committee reviews applications through December to March
  • Independent site visits and additional program reviews take place from January to March
  • Community Investment Committee provides recommendations to the Board of Directors late March
  • The Board of Directors reviews and conducts final funding recommendations in late March
  • Funding announcement is publicized end of March annually
  • All organizations who have applied for funding will receive notice of the funding decision
  • A funding decision may be appealed
  • Funding agreements are to be completed prior to payment of funding allocation