FundraisingIP.com fundraising planners and checklists:

Choose The Right Fundraiser For Your Group

This checklist will help you evaluate and select a company and product.

Group Evaluation

Answer these questions about your group/resources; keep this information on hand when you talk with potential fundraising companies:

• Average age of seller:


• Size of Volunteer Selling Group (estimate number of sellers):


• Size of Administrative Volunteer Group (those who can help manage):


• What your group represents:


• What product(s)/fundraiser(s) is the (buying) community receptive to:


• What products/fundraisers are favored by group members:

Logistical/planning considerations:

• Does group have funds available for upfront expenditures? Yes / No


• Amount of available funds:


• Date funds are needed by:


• Projected Date of fundraiser:


• Is space available for inventory storage? Yes / No  


• What is preferable:


• Order takers/Catalog Sales?  Or  On-Hand Sales?


• Have sellers carry home products?       Or       Require parent pick-up?

Additional Notes:

 

 

 

>> For easy side-by-side comparison print and complete the following Company & Product Evaluation for each fundraiser company/product under consideration:

Company & Product Evaluation

Answer the following questions about the company and its products:

Name of Company:

Product(s) being considered:

Is this company…

• Established? Yes / No

• Recommended by others (either by referral or by testimonials provided by company): Yes / No

• Have we dealt with this company before? Yes / No

• Any Problems?

 

Is this fundraiser (product)…

• Easy or hard to sell/do?

• Something we've done before? Yes / No
          
         If yes, was it successful? Yes / No
  
         What changes should be made?

 

• What is the profit potential (percent of profit, amount)?

• Are up-front costs required?

Rank this fundraiser (compared to others from 1 - 5):

We wish you great success with your fundraising event!
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