Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

Trip Leader Fundraising Process:

  1.  After the Trip Leader fills out the new travel form it includes information needed for fundraising
    1. New Travel App Link Here 

  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. 

  5. Needs to be approved by Advancement (Kirby Stoll) before sending out
    1. Include templates here 
  6. 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
    1.  MIGHT NOT NEED THIS SECTION IN THE APP
  • No labels