Charitable Giving Campaign

UM Gives: Charitable Giving Campaign

Application for Agency Participation in 2015-16 Campaign Now Available

Greetings from the University of Montana. As co-chairs of the 2015-16 UM Charitable Giving Campaign, we are excited to lead this important campus initiative and we look forward to another successful campaign.

The application for participation in the 2015-16 UM Charitable Giving Campaign is now available here. Each organization must complete an application every year.

The UM Charitable Giving Campaign Executive Committee will review every application and notify applicants in August about whether they qualify for participation. Applications must be submitted by 5 p.m. Monday, June 29, 2015, to:

UM Charitable Giving Campaign
c/o University Relations
317 Brantly Hall
University of Montana
Missoula, MT 59812

The UM Charitable Giving Campaign requires varying levels of external financial oversight based on an organization’s operating budget as indicated in the table below.

Organization Operating Budget

Financial Oversight Requirement

Zero to $99,999

One compilation with full disclosures conducted by an independent CPA

$100,000 to $249,999

One management review conducted by an independent CPA within the last 18 months

Greater than $250,000

One audit conducted by an independent CPA within the last 18 months

Other application requirements include:

a)      If a federation, provide a list of member agencies with postal and email addresses, phone numbers and program descriptions for all of its member agencies.

b)      List of board members and their postal addresses.

c)      Copy of 2014 IRS Form 990.

d)     Copy of 2014 IRS Form W-9.

e)      Copy of 2014 compilation, management review or audit (depending on size of organizational budget). If necessary, these specific documents will be accepted until Monday, Aug. 31, 2015.

f)       A description of (1) your organization’s mission statement, (2) primary programs and services offered, (3) beneficiaries and/or publics served, and (4) evidence of three measurable outcomes in the community.

We look forward to increasing participation in the Charitable Giving Campaign by University faculty and staff members. If you have any questions, call University Relations at 406-243-4878.

We look forward to working with you in the coming months.

Sincerely,

Liz Roosa Millar

Sandra Schoonover

2015-16 Co-chairs

UM Charitable Giving Campaign