What to Expect When You’re Fundraising

A how-to guide:

Raise a lot of money

in a little time

with less work

Fall 2013 Chair Guide

Getting Ready

Important! • Add our email address to your contact list to

ensure easy receipt of the emails Innisbrook will send you:

CustomerService@Innisbrook.com

• Innisbrook will send you emails to keep you organized and make the sale easy!

Innisbrook’s Awesome Customer Service: 1-800-334-8461

CustomerService@Innisbrook.com

Your Confirmation • You’ll receive a sale

confirmation via email

– Confirm all information is correct

– Keep the confirmation where you can easily access it for reference

– Locate and record your “password.” You’ll need it throughout the sale process

Password

Chairperson’s Web-site • Login to http://chair.innisbrook.com

– (find your login and password on your confirmation)

• Click on “Fall Catalog Fundraiser – 2013”

Entering Teacher Names • Enter teacher names in advance to make life

easy – for you and your parents!

Sort Codes

• Sort codes should only be used by schools distributing products by classroom – Sort Codes must be numeric (no alpha characters or special characters)

– Sort Codes must be two digits

– Assign a unique code to each teacher

Entering Your Fundraising Goals • Grow your sales by letting everyone know how the funds will be used

• Keep information basic – don’t try to list everything you do

• Innisbrook will create customized emails to forward to your school community

Enter Your Goals Here Receive Emails Like This

Receiving Your Materials

• Your materials ship to the address indicated on your confirmation (double-check that it’s correct)

• You’ll receive an email notification of shipment

• Locate: – Parent Instruction Letters

– Posters

– “Special Instructions Packet”

• Display Kits (if ordered) will ship separately

Parent Instruction Letters • Insert the parent instruction letters into your school

packets before distributing them to students

• We recommend classroom distribution

Packet Envelope Parent Instruction Letter

Our incredible contest will excite your families!

Front of Packet Envelope

Special Instructions Packet • Contains important information and helpful

hints for your sale

• Store in a safe, easy-to-access place

• Contains your Kick-off DVD

Kick-off DVD • Professionally produced

• Dynamic and energetic video will engage your students and interest them in your sale

• Plan to show often during the sale!

• Includes: – 3-5 minute kick-off video

– 30 second “mid-sale” commercial

– 30 second “end of sale” thank you

The Sale is On!

Kick-off! • A live assembly is the BEST way to increase your sale!

– Tell why you’re raising money

– Demonstrate the prizes

– Your representative can help with more ideas!

• The kick-off DVD is a great enhancement for your sale. Show often after your live kick-off

The First Day

• Distribute your catalog packets

• Keep a few extra packets in the office for added students, lost packets, and for teachers and staff use

• Make sure your daily announcements include your sale information (goal, dates, prizes)

Promotional Emails • Innisbrook will send 3 promotional emails to

forward to your school families – Customized for your school – Links have your school information encoded to save

parents time

Enhance and Excite!

• Talk to your representative for ideas to promote and grow your sale: – Live Kick-off Assembly

– Daily Turn-in Prizes

– Prize Patrol

– 15-item Prizes

– Limo Rides

– End of Sale Parties

– Principal Engagement

Chairperson’s Web-site • Login to http://chair.innisbrook.com

– (find your login and password on your confirmation)

• Click on “Fall Catalog Fundraiser – 2013”

Watch Your Sale Grow! • A multitude of reports help you easily identify

participants and check your progress

Adding An Order • If an order form is returned to school, it’s easy to

add the order • You can also make corrections to orders, student

names, teacher names, etc.

Recording Payments • As you receive order vouchers and payments,

check money received against the voucher

• Record check # or note cash rec’d on voucher

• Forward the check or money to your treasurer (following your group’s own procedures)

• Using the voucher information, enter payments at the chairperson’s web-site – We suggest entering payments weekly

– This process highlights any balances due, unpaid orders, or questionable orders

Enter Payments

The Last Day of Your Sale • There may still be outstanding orders

– Remind teachers to submit any orders that may still be in their classroom

– Send a final notice to parents as a reminder

– Teachers can send a reminder home with students

• Give yourself a week to receive all the “late” orders from parents

A week later…

• View your Payment Due Report and Detail Summary Report – Look for any order or student duplications & correct – Contact families for any monies due – Delete unpaid orders if necessary

• Celebrate Your Success! – Show the “end of sale” commercial from your kick-off

video (thanking the school families) – Contact your representative

After the Sale

Be Prepared • Print Your Detail Summary Report

– (http:chair.innisbrook.com, Fall Catalog Fundraiser-2013)

• Print “Innisbrook Orders are Here” flyer

Product Delivery • You’ll receive an email once your order ships

– Innisbrook contracts with a trucking company to deliver your products • The trucking company will call you directly to schedule an appointment,

or you can contact your local Fundraising Consultant for assistance

– Inform the school secretary of delivery date and ask her to call you when the truck arrives

– Enlist volunteers to assist in unloading the truck

• We suggest you distribute on a day other than delivery day – Send completed “Innisbrook Orders are Here” flyer once distribution

date is confirmed

The Truck Arrives! • Verify the number of pallets and boxes match the bill of lading

– Record any damages or shortages on the bill of lading

• Place the boxes on end (like dominos or soldiers) in numerical order. This will arrange them perfectly!

Distribution Day • Store your Detail Summary Report in a convenient location

– Ask families to sign the report as confirmation of pickup

• Hang signs for easy distribution – Alphabetical groupings (i.e. A-E, F-K, L-S, T-Z)

– Classroom groupings (teacher name, grades, etc.)

– Direct families to the appropriate sign

• Orders with less than six items will be packed in class boxes

– Orders are individually bagged and labeled for each student, so you can insert them in the line of boxed orders

Distribution Day • Store your Detail Summary Report in a

convenient location – Ask families to sign the report as confirmation of

pickup

• Hang signs for easy distribution – Alphabetical groupings (i.e. A-E, F-K, L-S, T-Z)

– Classroom groupings (teacher name, grades, etc.)

– Direct families to the appropriate sign

Congratulations! • Guarantee the best sale dates and delivery dates by

signing up for the 2014 program now!

• Contact your local Fundraising Consultant to learn about our other great programs!

Innisbrook School Supplies

Gourmet Cookie Dough & Frozen Foods

Fall 2013 Chair Guide