Campaign Toolkit

Are you a Loaned Executive(LE) or Employee Campaign Manager(ECM) looking for tools, tips, and resources to make your campaign a success? Or are you an LE or ECM veteran, looking for new ways to spice up this year’s drive? This is your page! You will find ideas, downloads, and resources to help make the most of your United Way campaign. Please take a moment to browse each section.

Download Campaign Forms

Frequently Asked Questions

Resources

Federal Campaign (CFC)

Applications for the Fall 2011 West Point/Orange/Rockland/Sullivan CFC campaign are now available. The applications will be posted online shortly. If you would like to request an application, please call Sherry Sczepczenski at (845) 457-4774 ext. 3103 or e-mail her at ssczepczenski@uwoc.org and one can be sent to you. If you need your 5-digit code, please refer to the 2010 Charity List. The number is the same each year and for each campaign area. Following are the deadline dates and important changes that have occurred.

For Local Independent Organizations and Federation Member Organizations:  Submission dead line is on or before 5:00pm on February 15, 2011.

For Federations:  Submission deadline is on or before 5:00 pm on Friday, February 15, 2011. OPM has provided a spreadsheet that Federations are now required to complete. E-mail this sheet to ssczepczenski@uwoc.org on or before February 15, 2011. Include a hard copy with your application.

Please note:  Federation audits must include a statement verifying that the federation has honored designations made to member agencies. Please also note the chapter and bona fide affiliate requirements. All required documentation must be submitted.

* Federations are required to submit membership information (Federation Application Attachment A) via the attached Excel spreadsheet. The completed spreadsheet should be sent to the campaign at the time of the application deadline. Be sure to provide federations with the email address and deadline for submission of this data.

* Federations must provide copies of each member organization’s IRS determination letter (or other verification documentation) and DBA documentation as Attachment B of the federation application. Signed originals only will be accepted. No electronic submissions will be accepted. Please mail applications to:

West Point/Orange/Rockland/Sullivan CFC
c/o P.C.F.O., Orange County United Way
30 Scott’s Corners Drive,
Suite 102
Montgomery, NY 12549

AppPublicNotice
2011 Local Federation Application – FINAL
2011 Local Independent Application – FINAL
2010 CFC Charity List
CFC Local Federation Member Information

State Campaign (SEFA)

Look for the new application beginning in November.