Funded Partner Resources

United Way of Sumner County Funded Partner Agencies will be asked to complete the two documents listed below on an annual basis. They must also review the Partner Agency Policy Manual to comply with the requirements of the Agency Agreement. Failure to return completed forms by the due date will result in funds (allocated and designated) being held until the paperwork is completed and returned to United Way of Sumner County.

Agencies receiving only designated funds from United Way of Sumner County are required to complete the Patriot Act compliance form ONLY. Failure to do so will result in your funds being held by United Way of Sumner County.

United Way of Sumner County must have these documents on file for every partner and non-partner agency receiving funds, as part of its membership and compliance requirements with United Way Worldwide.



Funded Partner Agency Policy Manual - (PDF)

2016-17 Final Outcomes Report for Funded Partners - (Word Document)

Upon completion, please mail your form(s) to United Way of Sumner County, 1531 Hunt Club Blvd., Suite 110, Gallatin, TN 37066, email them to, or fax them to 615-461-8711. Should you have any questions, please contact Dana M. Given, President and CEO, by email or by calling 615-461-8371,. Thank you for your cooperation!

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