504.5E - Fundraising Questionnaire and Approval Form

Numerous issues have been encountered over the years with fundraising activities and some of the challenges may be eliminated with more communication. Please review the following list:

• Fundraisers need PRIOR approval of the Building Principal and Activities Director.
• Purchase orders and numbers are required prior to purchase of materials.
• Fundraisers, such as school carnivals, should be placed on the school calendar.
• When money is collected, receipts are mandatory.
• Once money is collected, it should be immediately returned to supervisors and deposited.
• Door to door sales is the least preferred type of fundraiser.
• Clarify with the salesman such things as:

• The duration of the fundraiser
• Your profit percentage
• Who handles shipping costs
• Who pays for prizes/incentives

 

Please complete the information below (prior to fundraiser beginning):

 

Name of group / organization:                                _________________________________

Type of Fundraiser:                                                  _________________________________

Name of Sponsor:                                                      _________________________________

Start and End Dates:                                                Start: ___________ End: ____________

Company Name & Address:                                    _________________________________

                                                                                    _________________________________

                                                                                    _________________________________

Number of students involved:                                 _________________________________

Anticipated revenue:                                                _________________________________

Percentage of gross profit:                                       _________________________________

Profits will be used for?                                           _________________________________

Date submitted to calendar (if applicable):            _________________________________

Date reconciliation form completed:                      _________________________________

Principal’s/Activity Director’s Approval:              _________________________________

(Copy sent to AD’s Office)                                       _________________________________