ACTIVITY WORKSHEET FOR A SUCCESSFUL FUNDRAISING CAMPAIGN
Checks should be made payable to your organization. Orders will be delivered when scheduled. (Orders more than 50 miles may be assessed delivery charge.) Driver will unload and assist set up for ease of distribution.
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Decision to have fundraiser
Determine Dates:
Number of Brochures needed
Delivered Date: Week of
Instructions for salespersons:
Make sure each salesperson receives a brochure and a master sheet. Instruct them to print neatly and fill in all necessary information on forms including, name, phone, organization, and room no., delivery & turn in date.
The color brochure is to be used as the order form and kept for later use by salespersons to correctly deliver individual orders after product has been delivered. All customer and order information should be recorded by the salesperson, totaled on the color brochure, and transferred to the master sheet.
Instructions for Chairpersons:
On turn in date collect both copies of master sheet from salesperson. Use a blank master sheet to create a Grand Total master sheet by adding all orders together on this sheet. One copy of the Grand Total master sheet should be turned in and one kept for your records.
Turn in all master sheets (both copies) including one copy of Grand Total master sheet to Betsy Ann. If you want to keep a copy of individual master sheets, please make copies. We use both original copies to process orders. One copy will be returned attached to each salesperson’s order.
When master sheets are totaled, please return to Betsy Ann Chocolates, 322 Perry Hwy, Pgh, PA 15229.
Betsy Ann will check and fill orders. Chairperson will be notified of any discrepancies and total amount due on delivery. Payment must be made on or before delivery.
Develop fundraiser goals
Date Completed:
Develop motivation strategy and plan kick off
Create posters, banners, etc. (permissions to post?)
Who will create?
Who will post?
When?
Determine reminder dates
How will reminders get out?
Who will be responsible for this?
When?
Preprint reminder notices
Who will create?
Who will pass out?
When?
Who will be responsible for various activities?
Names:
Plan to get the word out as much as possible
Kick off date:
Order turn in date:
Date Master Sheets to be submitted to Betsy Ann:
Order delivery date:
Plan for how to handle orders not picked up on delivery day
For more information or if you would like to start a fundraising program, call 888-4truffle(487-8335)x24 or 412-931-4288-x24, fax 412-931-9777, or email fundraising@betsyann.com .