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Trip Leader Fundraising Process:

  1.  After the Trip Leader fills out the new travel form 

  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.

  4. Trip leader to review student appeals to make sure they explain the pooled concept or individual concept correctly.
    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.
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