United Way 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 the community. In the process, volunteers challenge each agency’s effectiveness at providing services, review the need for programs in the region, and analyze the impact of United Way funding in meeting those needs.

The Allocations Committee is composed of over 500 volunteers from throughout Lee, Hendry, Glades and Okeechobee Counties representing diversity in experience, gender, race, and age. The Allocations Committee is divided into 35 teams, including a team dedicated to new agency admissions. Each team reviews 2-3 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 are presented to the United Way Board of Directors for approval and form the basis for the United Way campaign in the fall.

Read the 2020 Allocations Report

Read the 2019 Allocations Report

Read the 2018 Allocations Report

Read the 2017 Allocations Report

Read the 2016 Allocations Report

Read the 2015 Allocations Report

Read the 2014 Allocations Summary

Read the 2013 Allocations Executive Summary Report