Get a fundraising plan with named programs

What kind of group is this?

A school, a team, and a club keep different calendars. Pick the closest match — or Other.

Pick the closest match Elementary school High school sports team Cheer or dance Marching band Church or youth group Daycare or preschool Scouts or club PTA or PTO Other

How many people will ask friends, family, and neighbors?

Why we ask: this is a headcount of sellers, not enrollment, not the email list, not last year’s roster. Count people who will take a packet or a link and actually use it.

How much do you need to raise?

Why we ask: the goal has to be a dollar figure. “As much as we can” is not a goal we can plan against.

How many weeks until you need the money?

Why we ask: this sets a last-safe-order date, not a shipping guess. Closed weeks (testing, holidays) still count against you.

What is the money for?

Why we ask: the flyer needs one sentence. Skip if the board has not pinned it yet.

Pick one, or skip Uniforms or gear A trip Equipment An event the group is hosting General fund Skip — not pinned yet

What selling price is this group comfortable asking?

That is the price on the item, not profit. Some groups only want a cheap candy ask. Others are fine with a $20 tin or a bag of coffee.

Pick the price the group will ask $1–$3Candy, chocolate bars $12–$15A tin or a small gift $20–$25Popcorn, candles, coffee

How will people order and get the items?

This is the work: who takes the order, whether cash hits the building, and whether someone has to sort a shipment. Not which catalog cover you like. The four shapes.

Pick how orders will work Packets go homeOrders come back, then often a sort night Show the item in handSell what people can see and take Online checkoutA link. No cash envelope at school A mix of thoseTwo paths, on purpose

Can you staff a sort or pickup night?

Why we ask: a catalog cover does not match names to boxes. If nobody can work that night, we will not shortlist a gym dump.

Pick one Yes — we can name a crew No gym, no matching night Not sure yet

May cash come through the building?

Why we ask: scratchcards and a can at a car wash often mean cash. A link does not. Policy first.

Pick one Yes, with a written procedure No cash — link or prepaid only Have to ask

Anything you already know you want — or refuse?

Why we ask: if wrapping paper is already a no, mark only what you would run. Or skip and we pick from the whole board.

Your shortlist

Names, what each program is like, the benefit, and why it fits this group. No invented typical raise.

Where should we send this?

Why we ask: a person needs a real group in a real place. Phone is optional.

Group name Your first and last name Email Phone (optional) ZIP or postal code

The email repeats the shortlist — names, what each is like, and why it fits. Print the planning guide for the meeting.

Get a plan