Investment Process Toolkit

Links, documents, and resources for current funded partners
Thank you for all you do! We know that together we can solve some of our community's most pervasive troubles.

This page is to provide guidance and support to current funded partners of United Way of Central Iowa. If you have additional questions beyond the information below, you can contact your respective officer or the Community Investments Manager (contact information located in the FAQ section below).

Timeline Overview

2/2/26: FY27 application opens

2/2/26: Direct Service Application Training

2/3/26: Systems Change Application Training

2/10/26: Optional Office Hours 1

2/25/26: Optional Office Hours 2

3/2/26: FY27 application closes

4/16/26: Investment meetings start

5/8/26: Investment meetings end

7/1/26: Funding decisions announced

Resources

We're happy to provide a list of resources that you may find useful for the investment process. Please follow the buttons below to view the resource(s) that best suits you or your organization.

  • FY26 Application Guide

    Tips and examples to help you apply for FY26 funding.

    Download

  • Demographic Data Worksheet

    Use this worksheet to help determine demographics for your program

    Go to File

  • Data For the Community

    This report is a starting place for understanding the general population and local demographics of central Iowa.

    Go to Report

  • Funding Limits and Financial Guidelines

    Information about financial assessments on funded partners.

    Learn More

  • Foundant Login

    UWCI uses the Foundant system for funding applications.

    Log In to Foundant

  • Scorecard Login

    Performance Measure reporting is completed in Scorecard.

    Log In to Scorecard

  • Cabinet Members

    Find the members of your cabinet funding committee.

    Find Members

  • Funded Partner Investment Meeting Guide

    Find information on what to expect during investment meetings this year.

    Access the Guide

  • Funded Partner Directory

    Find information about each of our funded partners.

    Open the Directory

Frequently Asked Questions

When can current funded partners apply?

The FY27 application will open on February 2, 2026 and close on March 2, 2026.

Whom may I contact with questions?
  • Kate Bennett
    • Community Impact Officer - Early Childhood Success, Education Success, and Economic Opportunity
    • kate.bennett@unitedwaydm.org
    • 515-246-6612 (office)
How do I determine which strategy to apply under?

You should apply under the strategy you are currently funded under. If you believe there is another strategy that better aligns with your program, please contact your officer. You can find the strategy you are currently funded under listed on your previous application.

Where do I find my performance measures?
United Way staff will send PDFs of your performance measures, which you will upload to your application, by 1/31/26. You can also log in to Scorecard. If you need additional support, contact Vanessa Sedrel at sedrel@unitedwaydm.org or 515-246-6502.
What type of reporting is required?
Two types of reporting are required:
  • Demographic reporting is completed in Foundant and Performance Measure reporting is completed in Scorecard.
  • Reporting opens on 7/1 and closes on 7/31.
  • Demographics we ask you to track: age, criminal history, education level, race, ethnicity, gender, sexual orientation, refugee status, veteran status, household income.
How do we update our banking information?

If you need to change your banking account that United Way has on file, contact Jodi Kanne at jody.kanne@unitedwaydm.org. She will send you a form to complete via DocuSign.