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January 23, 2017

PART 1: WHERE DOES MY DONATION TO THE TOWN OF PALM BEACH UNITED WAY GO?

by PBUnitedWay

This year 101 dedicated volunteers will ensure that the Town of Palm Beach United Way is a good steward of your donation (and mine) – so that our gifts make the biggest possible impact in Palm Beach County. These volunteers will serve as the eyes and ears of thousands of our donors.

Each year our Allocation volunteers undertake the daunting task of deciding which programs to fund from our 52 partner agencies, and how much to give to each. This process ensures that when donors give to the Town of Palm Beach United Way, they can do so knowing their donation is going to stay in the community and be well spent.

ALLOCATION PROCESS QUICK SNAPSHOT

September 2016:  The Town of Palm Beach United Way sends out yearly grant proposals to 52 partner agencies in Palm Beach County.

October – December 2016:  Community volunteers are recruited to serve on 14 different grant teams.

January 2017:  Partner agencies submit proposals to the Town of Palm Beach United Way.   This year 100 proposals were submitted by 49 partner agencies.

January 2017:  Allocation Committee members are trained in the allocation process.  Upon completion of training they receive their assignments.

February – March 2017:   Volunteers visit agencies (at least twice), examining agency programs, IRS 990’s, audits, and budgets.  It is estimated that the entire committee works in excess of 3,000 hours on this process.

April 2017:  Volunteers recommend grants to our Board of Trustees for approval and final approval is at our Annual Meeting in April.

May 2017:  Final grant decisions announced to the agencies.   Detailed feedback about agencies and their programs is provided to all applicants.

 WE’RE OFF AND RUNNING!!!!

In the last couple of weeks, the Town of Palm Beach United Way offices have been extremely busy. The staff has put together all the paperwork and information that volunteers will need; and the volunteers have attended their trainings. During the trainings, volunteers learned about administrative expenses, working capital, impact, program evaluation and measurement, governance, and outcomes.

The hard-working volunteers of the allocation committee will spend the next three months and countless hours examining community needs and agency services, audits, budgets, meeting with Executive Directors and staffs, and visiting each agency at least twice. It is estimated that the entire committee works in excess of 3,000 hours on the process.

WHAT’S NEXT????

Since everyone is trained and ready to go – each of the volunteers will make their first visit to their assigned agency. Team Chairmen are assigned to each team and will offer guidance through the entire process. We are again fortunate to have Chairmen who have invested a great deal of their time and energy ensuring that the process goes smoothly.

GENERAL ALLOCATION CO-CHAIRMEN

Betsy Turner (member since 2000)

Tish Carlo (member since 1997)

Jorge Cabrera (member since 2010)

EDUCATION

Team 1: John O’Neill, Chairman (member since 2008)

Team 2: Alison Sieving, Chairman (member since 2012)

Team 3: Stephen Anbinder, Chairman (member since 2014)

Team 4: Suzanne Brenner, Chairman (member since 2015)

HEALTH

Team 5: Jean Meisenzahl, Chairman (member since 2001)

Team 6: Joyce Reingold, Chairman (member since 2007)

Team 7: Jessica Surovek, Chairman (member since 2006)

Team 8: Diana Barrett, Chairman (member since 2007)

Team 9: Missy Agnello, Chairman (member since 1999)

INCOME

Team 10: Trip Moore, Chairman (member since 2005)

Team 11: Sandy Fleming, Chairman (member since 1999)

Team 12: Christine Stiller, Chairman (member since 2012)

Team 13: Kathy Willis, Chairman (member since 2005)

Team 14: Pamela McIver, Chairman (member since 2003)

In the weeks following the meetings the volunteers will be busy visiting their assigned agencies and doing a lot of homework for the next part of this process. Please stay tuned to PART 2: Where Your Donation Goes.

Year after year, I and the staff of the Town of Palm Beach United Way are honored to get a front and center seat to every step of the Allocation process. We are able to see our remarkable volunteers spending so much of their time making sure the donations made to the Town of Palm Beach United Way are effectively and efficiently invested to address critical health and human service needs throughout Palm Beach County.

To see the allocations of funding from last year visit our website.

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