Worksheets for groups raising money in the United States and Canada. Not personal crowdfunding. Affiliated with a product fundraising company — disclosure.

Product fundraiser comparison

Three product-program shapes, one worksheet. Order-taker catalog, ship-to-home, and no-upfront-cost. Compare them on profit dollars per participant and total profit, not on which brochure has the louder slogan.

Figures use estimated profit per item. Do not promise these numbers at a meeting until you have the program’s actual numbers.

These dollar rows are estimates for planning. Do not print them on a flyer or promise them at a meeting until you have the program’s actual numbers.

Worksheet scenario only: 30 participants, a $4,000 goal, 5 weeks. Not an average. Not a promise.
Program Profit per person asking Total profit Items each to hit the goal Share of goal
Order-taker catalog Packets, a selling window, and a sort night. Friends, family, and neighbors — not a cold walk-up. $138 $4,140 23 103%
In-hand / ship-to-home The item can be shown. Nothing sits in a gym waiting for a sort night. $136 $4,080 17 102%
Online — no cash handling Checkout is a link. The treasurer does not collect envelopes. $135 $4,050 27 101%

How to choose a shape without a religious war

Order-taker means a packet, a window, one consolidated order, and a sort night. It fails when you counted enrollment as sellers or you cannot staff distribution. Ship-to-home sends items to the buyer. It fails when you picked it only for convenience and the per-participant dollars are worse than you will admit. No-upfront-cost means the treasury does not float product. It fails when you treat the slogan as a substitute for the dollar line.

A no-upfront program that puts fewer dollars per participant into the account can still be the right call if the alternative is “we cannot run anything.” Write that in the motion. An order-taker that needs a closet you do not have is the wrong call even if the worksheet row looks larger.

Events and donation pages are not rows on this table. If the calendar is too short for any last-safe-order date, leave this page and read quick fundraisers or event fundraisers. If the ask is one family, this table is the wrong tool.

Profit worksheet

Question 1 of 6

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

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

Sellers, not enrollment.

How much do you need to raise?

The goal has to be a dollar figure. “As much as we can” is not a number we can plan against.

How many weeks until you need the money?

This sets the last-safe-order date, not a shipping guess. Closed weeks do not count.

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

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.

Pick how orders will work