Key Documents

You can download any United Midcoast Charities document below. All documents are in pdf format.

ORGANIZATION DOCUMENTS

• UMC Strategic Plan Summary 2020-2025
• Annual Report  FY2017 ,  FY2018
• Articles of Incorporation
• Bylaws
• IRS Form 990
  2019, 2018, 2017, 2016, 2015

GIFT PLANNING DOCUMENTS

• Gift Options (summary of Gift Acceptance Policy)
• Instructions for Stock Gifts
• Gift Acceptance Policy

 POLICIES AND PRACTICES

• Board Mutual Agreement & Code of Ethics
• Committee Descriptions – see Bylaws
• Conflict of Interest Policy
• Document Retention Policy
• Donor Acknowledgement Plan
• Financial Policies
• Harassment Policy
• Investment & Spending Policy
• Nondisclosure Agreement
• Whistleblower Policy