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Trip Leader Fundraising Process

1.  After the Trip Leader fills out the new travel form it includes information needed for fundraising Fundraising  Fundraising is an option on the Trip form within the UNW Travel App.
   
   
2. Trip leader to create an appeal card for their trip.
   1. Card needs to be approved by the Gift Receipting Manager to insure they are:
      1. Payment card industry (PCI) compliant
      2. Family educational Rights and Privacy Act (FERPA) compliant
      3. Required information for entry into Banner. (Sample available)
         
         
3. Trip leader to create the labels for the appeal cards. Labels need to be approved by the Gift Receipting Manager.
   1. All trips will have Campaign, Solicitation, Designation, Gift Class and the student ID (encoded for FERPA) so we can track giving by appeal.
   2. If funds are non-deductible we will be using a CN (College Non-Tax) gift type.
      1. It would be nice to have Dymo label for people to use maybe for Mary Hawley 
         
         
4. Trip Leader creates a fundraising letter template for either: 
   1. For Pooled Concept - Letters should explain pooled concept and not lead donors to believe they are funding one particular individual.
   2. For Individual Concept – Letters should explain the non-deductibility of the gifts. 
      
   Needs to be approved by Advancement (Kirby Stoll) before sending out  Approvals for fundraising will happen as part of a workflow with the UNW Travel App.
   Include templates here 
   Weekly ARGOS reports should be scheduled for the trip organizer and student traveler on a weekly basis to track the fundraising efforts and allow the student to thank his/her donors, and to provide motivation as needed  Dashboards in the app will replace these reports.
   
   1.  MIGHT NOT NEED THIS SECTION IN THE APP