New Partner Letter of Intent

The Lake Area United Way (LAUW) is now accepting Letters of Intent (LOI) for its upcoming 2023 campaign and 2024-2025 funding cycle.

  • The LOI is the first step of the funding application process.
  • The LOI is designed as a preparation and screening tool to be submitted to LAUW by potential new partners.
  • It is open to all qualified 501(c) 3 health and human service organizations in Muskogee and Cherokee Counties.
  • The process allows potential recipients of LAUW funding to submit information about how their programs align with the focus areas of the LAUW.
  • LOI's must be submitted by 12:00 pm on Friday, June 16, 2023. If all supporting documentation is not uploaded and the LOI is not completely filled out then your LOI will not be reviewed as part of the Review and Admissions Process.
  • Your assigned Agency Advocate will call you by Friday, June 30, 2023 to inform you of the results of your agency's LOI.
  • Approved agencies will participate in the 2023 LAUW Campaign during the Fall of 2023 and complete their Agency Application in January 2024.
  • Site Visits/Financial Presentations will be held during the CI Process of April 2024

If you have questions, please contact Jenny Jamison, director@lakeareaunitedway.org or call the United Way office at (918) 682-1364.

Contact Information
Program Information
Briefly summarize the key elements of your program or service (not your organization). This description may be used by United Wa
Organization Information
One file only.
3 MB limit.
Allowed types: pdf.
One file only.
25 MB limit.
Allowed types: pdf.
One file only.
25 MB limit.
Allowed types: pdf.
Financials
Audited Financials

LAUW Policy: (*Based on total agency prior year annual operating revenue)
 
  • Under $100,000 – compilation prepared by CPA with footnotes
  • $100,000 - $250,000 – compiled financial statements prepared on GAAP basis by independent CPA & a periodic review of internal controls (every 18 months or when there is a change in executive director)
  • $250,001 – $500,000 – Reviewed financial statements prepared on a GAAP basis by independent CPA
  • > $500,000 – Audited financial statements prepared on GAAP basis by an independent CPA.
If so, when was your most recent audit completed?
One file only.
200 MB limit.
Allowed types: pdf.
One file only.
200 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
Strategic Plan
Governance
Provide a list of organization's Board of Directors and their occupations
One file only.
2 MB limit.
Allowed types: pdf.
Terms of Agreement
United Way does not require submission of certain documents referenced above but reserves the right to view them upon request. Please indicate your acceptance of this statement.
I understand the eligibility criterion for this competitive application process:
  • Local public agencies, 501c3 nonprofit organizations, and government authorities may submit one application by the deadline.
  • Previous grantees must be in good standing in order to reapply, i.e. timely and complete reporting.
  • Applicants should have documentation confirming a valid solicitation license or exemption.
  • Applicants will maintain current financial records and will adhere to LAUW policy regarding audited financial statements:
    • ​​​​​Under $100,000 - compilation prepared by CPA with footnotes.
    • $100,000 - $250,000 - compiled financial statements prepared on GAAP basis by independent CPA & a periodic review of internal controls (every three years or when there is a change in executive director).
    • $250,001 - $500,000 - Reviewed financial statements prepared on a GAAP basis by independent CPA.
    • > $500,000 - Audited financial statements prepared on GAAP basis by an independent CPA.
  • Programs should be based on data and serve Cherokee and/or Muskogee County residents through evidenced-based programming, with at least one year of solid results using an evaluation component.
  • Proposals are sought that collaborate or take a collective impact approach with other initiatives.
Sign above
By signing this form you agree that all information is accurate.  
Sign above
By signing this form you agree that all information is accurate.