Request to Use Flexible Credits at a State Association-Sponsored Conference

If you are an event organizer for a State Association-supported conference, please complete this form to request flexible credit eligibility. If you are an attendee of an event, please contact the event organizer for more information or questions.


This request must be received at least 60 days prior to the event start date. You will receive a decision as quickly as possible, but if you've not heard anything after 3 weeks, please contact us.


If you are submitting an event for 2024, we will review your request and respond to you with a decision on or before September 30, 2023.


United Way Worldwide reserves the right to approve or decline this request. If your request is declined, you may appeal the decision within 60 days. Questions? Ask United Way (https://online.unitedway.org/questions)


Basic Event Information

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Please provide the following information about YOURSELF.


Please provide the following information about YOUR STATE ASSOCIATION.

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If you work at a United Way, please provide your organization number.


Flexible Credit Policy Criteria

Is this event a State Association-sponsored conference?*
Is this event open to attendees from all United Ways?*
Which of the following criteria does this event meet?*

Additional Event Information

Who should attendees contact with questions about the event?

Please note that in order to be approved, the event must have discrete learning objectives that target behavior change in the attendee.

Who is the main audience of the event?


Please provide a detailed event agenda.

You can provide this agenda as text, a link to a website, or an attached document. Without a detailed agenda, this event may be declined for flex credit eligibility.

Drag and drop files here or

Please provide the following to help calculate the maximum spending limits for approved events.

If either field is submitted blank or zero, the flex credit limit will be assigned as $0 for that category.

Please provide the sleeping room rate to help in calculating, if applicable (Do not include taxes)