The United Way of Davidson County (UWDC) is now accepting Letters of Intent (LOI) for its upcoming 2027 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 UWDC by all currently funded partners and potential new partners.
  • It is open to all qualified 501(c) 3 health and human service organizations in Davidson County or serving Davidson County residents.
  • The process allows potential recipients of UWDC funding to submit information about how their programs align with the focus areas of the UWDC.
  • LOI's must be submitted by 12:00 pm on Friday, August 7, 2026. 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 Community Investment Process.
  • You will receive notification by Friday, August 21, 2026, to inform you of the results of your agency's LOI.
  • Approved agencies will complete their Agency Application and turn in by October 1, 2026.
  • Site Visits/Financial Presentations will be held on Thursday, December 3, 2026. 
  • If you have questions, please contact Tammy Dalton, tammydalton@uwdavidson.org or call the United Way office at (336) 249-2532.
Contact Information
Address
Mailing Address
Program Information
What is the name of the program your organization is seeking grant funds for? Please note the name of the program should be different than the name of your organization.
What is the name of the program your organization is seeking grant funds for? Please note the name of the program should be different than the name of your organization.
Briefly summarize the key elements of your program or service (not your organization). This description may be used by United Way of Davidson County for external communications, including the website.
Organization Information
Give a brief description of the entire organization, its programs, and services (including those outside of the current grant request). Describe the organization's management structure and capability to undertake this program.
One file only.
3 MB limit.
Allowed types: pdf.
One file only.
25 MB limit.
Allowed types: pdf.
Financials

Audited Financials
UWDC Policy: (*Based on Organization's Total Gross Revenue for the applicable year)

  • < $100,000 – Internally prepared Balance Sheet and Income Statement and prior two years Forms 990 prepared by a non-employee, external CPA
  • $100,000 - $400,000 – Compiled financial statements with footnotes prepared on GAAP basis by an independent CPA
  • $400,001 - $750,000- Reviewed financial statements with footnotes prepared on GAAP basis by an independent CPA including a periodic review of internal controls (every 3 years or when there is a change in executive director)
  • > $750,000 – Audited financial statements prepared on a GAAP basis by an independent CPA including a SAS 115 Audit Letter (Communicating Internal Control Related Matters Identified in an Audit)
One file only.
25 MB limit.
Allowed types: pdf.
If so, when was your most recent audit completed?
One file only.
200 MB limit.
Allowed types: pdf.
  • < $100,000 – Internally prepared Balance Sheet and Income Statement and prior two years Forms 990 prepared by a non-employee, external CPA
  • $100,000 - $400,000 – Compiled financial statements with footnotes prepared on GAAP basis by an independent CPA
  • $400,001 - $750,000- Reviewed financial statements with footnotes prepared on GAAP basis by an independent CPA including a periodic review of internal controls (every 3 years or when there is a change in executive director)
  • > $750,000 – Audited financial statements prepared on a GAAP basis by an independent CPA including a SAS 115 Audit Letter (Communicating Internal Control Related Matters Identified in an Audit)

One file only.
200 MB limit.
Allowed types: txt, rtf, pdf, doc, docx, odt, ppt, pptx, odp, xls, xlsx, ods.
More
Strategic Plan
Governance

Requirements of the Board: (required for the 2nd year of United Way Davidson County funding)

  • Volunteer based and representation in service area
  • At least 8 active non-relative members that have term limits set by he Agency's bylaws
  • Have quarterly meetings and exercise effective control over the Agency.
  • Responsibilities and duties of the Board are defined in Agency's bylaws.
Provide a list of organization's Board of Directors and their occupations
One file only.
2 MB limit.
Allowed types: pdf.
Fundraising
Staffing
Terms of Agreement
My organization will sign the Application Terms of Agreement Electronically
One file only.
200 MB limit.
Allowed types: jpeg, jpg, png, pdf, doc, docx.
Electronic Completion of 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 established 1 year or longer, and government authorities may submit one application by the deadline.
  • Previous grantees must me in good standing in order to reapply, i.e. timely and complete reporting.
  • Applicants should have documentation confirming a valid solicitation license or exemption by NC Secretary of State's office.
  • Applicants must provide services for a recognized human need in one of the fields below:
    • ​​​​​​​Youth Opportunity- Helping young people achieve their potential
    • Healthy Community- Promoting healthy lifestyles and access to health
    • Financial Security- Helping people achieve financial stability
    • Community Resilience- Addressing urgent needs today for a better tomorrow
  • Applicants will maintain current financial records and will adhere to UWDC policy regarding audited financial statements:​​​​​
    • < $100,000 – Internally prepared Balance Sheet and Income Statement and prior two years Forms 990 prepared by a non-employee, external CPA
    • $100,000 - $400,000 – Compiled financial statements with footnotes prepared on GAAP basis by an independent CPA
    • $400,001 - $750,000- Reviewed financial statements with footnotes prepared on GAAP basis by an independent CPA including a periodic review of internal controls (every 3 years or when there is a change in executive director)
    • > $750,000 – Audited financial statements prepared on a GAAP basis by an independent CPA including a SAS 115 Audit Letter (Communicating Internal Control Related Matters Identified in an Audit)
  • Programs should be based on data and serve Davidson County residents through evidenced-based programming, with at least one year of solid evaluated results.
  • Proposals are sought that collaborate or take a collective impact approach with other initiatives.
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