UM's Community Giving Campaign

The annual Community Giving Campaign offers UM employees the opportunity to give back to the community by making donations to local charitable organizations through one-time gifts or payroll deductions. 

The fundraising effort that became UM’s Community Giving Campaign began during the 1986-87 academic year when faculty and staff pledged $25,000. Since that first year of organized giving, UM employees have donated more than $3 million to local nonprofits through the campaign. University of Montana employees donated nearly $70,000 to local charitable organizations during the 2021-22 Community Giving Campaign.

The upcoming 2022-23 Community Giving Campaign will open in November 2022 for UM employees to make donations.

UM Student and Brand Experience Manager Karen Schlatter will service as campaign chair for the 2022-23 Community Giving Campaign. Email Karen at karen.schlatter@mso.umt.edu with questions. 

Applying to the Community Giving Campaign

All local nonprofit agencies that meet the CGC requirements and criteria are invited to apply for inclusion in the upcoming UM Community Giving Campaign.

This year, the CGC is using the Submittable platform to collect applications. The CGC application is available here. Applications are due by 5 p.m. Thursday, Sept. 1, 2022.

Qualifying Criteria for Nonprofit Organizations

  1. The applicant organization has a substantial presence and provides direct services, benefits, assistance, or educational activities within the county of Missoula and counties contiguous to Missoula; expends at least 75 percent of the organization funds within Missoula County and counties contiguous to Missoula County, and expends all funds received from the University of Montana-Missoula employees’ contributions within the state of Montana; and has board of director representatives from the state of Montana and at least one from within Missoula County.

    OR

    The applicant federation has at least one-half its member agencies or organizations with a substantial presence and providing direct services, benefits, assistance, or educational activities within the county of Missoula and counties contiguous to Missoula County; has board of director representatives from the state of Montana and at least one from within Missoula County; and expends all federation and federation member organization funds received from the University of Montana-Missoula employees' contributions within the state of Montana.

  2. The applicant organization/federation (and all of its member agencies) is/are classified as tax-exempt under 26 U.S.C. 501(c)(3) and eligible to receive tax-deductible contributions under 26 U.S.C. 170.

  3. The applicant organization/federation (and all of its member agencies) is/are directed by an active and responsible governing board with a majority of members who serve without compensation.

  4. In the last full fiscal year, the applicant organization/federation has fundraising and administrative costs that do not exceed 35% of total expenses. Calculations are made using data from Form 990, Part IX -Statement of Functional Expenses. Totals from Columns C, D and A were used in the following formula to calculate fundraising and administrative expenses.

  5. The applicant organization/federation (and all of its member agencies) is/are accounting for its funds in accordance with generally accepted accounting principles, including an audit of internal controls and/or management review or compilation conducted by an independent certified public accountant.

    The UM Community 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 since March 1, 2020.

$100,000 to $249,999

One management review conducted by an independent CPA since March 1, 2020.

Greater than $250,000

One audit conducted by an independent CPA since March 1, 2020.

 

 

  1. The applicant organization/federation (and all of its member agencies) has/have a written policy and procedure of nondiscrimination in compliance with federal and state laws that are applicable to persons served by the organization, the organization's staff and membership on the charitable organization's board of directors.

  2. Additional attachments required:

    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.

    List of board members and their postal addresses.

    Copy of 2020 IRS Form 990.

    Copy of 2020 IRS Form W-9.

    Copy of 2020 or newer compilation, management review, or audit (depending on size of organizational budget). 

    Please attach an additional one to two-page sheet that provides 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.