ALLOCATIONS

The Allocations process is the cornerstone of our United Way. It ensures fiscal and program accountability for all agencies receiving United Way funds while meeting the social services needs of our community. In the process, volunteers challenge each agency’s effectiveness at providing services, review the need for those services in the region, and analyze the impact of United Way funding in meeting those needs.

The Committee composes of over 230 volunteers from throughout the community representing diversity in experience, gender, race, and age. The Committee is divided into 20 teams, including a team dedicated to new agency admissions. Each team reviews 3 to 4 agencies. After reviewing proposals submitted by the Agencies, team members attend a pre-site meeting, visit each of their assigned agencies, and participate in a post site meeting to formulate recommended allocations. Through this process, each team member familiarizes itself with the agency and the services it provides, and then works to arrive at a recommendation for United Way funding in the upcoming year. The team leader takes the recommendation from the Post-site meeting to a meeting with other team leaders where recommendations for each agency are finalized. In June, these recommendations are presented to the United Way Board of Directors for approval and form the basis for the United Way campaign in the fall.

REPORTS AND LINKS

•2008 Community Snapshot - click title to download

•2008 Allocations Team Information - click to enter password protected site

•2007 Allocations Recommendations for 2008 Executive Summary - click title to download

• 2007 Community Snapshot - click title to download

 

2008 Allocations Team Leaders

Bill Valenti, Allocations Chair, Florida Gulf Bank

Victor Arias, Arias Law Firm

Bill Blevins, Wachovia

Teresa Brown, EMBARQ

Carol Conway, CRS Technology

Orv Curry, Oswald, Trippe and Company

Jerry Elliott, Oswald, Trippe, and Company

Kate English, Pavese Law Firm

Craig Folk, Miller, Helms, & Folk

Greg Gutheim, SunTrust Bank

Barbara Hartman, Agency for Workforce Innovation

Nancy Keefer, Bonita Springs Chamber of Commerce

Cary Kleinfield, Raymond James and Associates

Lara Kunkler, Waterman Broadcasting

Brian Lucas, Bonita Bay Group

Patricia O’Donnell, O’Donnell Landscapes

Steve Personette, EMBARQ

Julie Richards, Bank of America

Mary Vlasak Snell, Pavese Law Firm

Tom Uhler, Uhler and Vertich Financial Planners

Marti Van Veen, HCA Florida