third party fundraising package - meow foundation · please note – meow’s third party...
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ThirdPartyFundraisingPackage
GUIDELINESThankyouforconsideringMEOWFoundation(RegisteredCRACharity#895012813RR0001)asabeneficiaryofyourfundraisingactivities!Allmoneyraisedsupportsthecatsinourprograms.
Pleasereadtheguidelinesbelowcarefullypriortosubmittingtheapplication.Shouldyouhavefurtherquestionsaboutholdinganevent,[email protected].
Pleasenote–MEOW’sThirdPartyApplicationmustbecompletedandallfundraisersmustbeapprovedpriortobeingorganizedorheld.
WeCanProvide:
• TaxreceiptsifinaccordancewithCanadaRevenueAgencyandMEOWFoundationguidelines• Aletterofsupportacknowledgingtheevent• Brochures
WeCan'tProvide:
• Guaranteeofstafforvolunteerpresence• Prizes,rewardsorMEOWmerchandise• Eventlogisticalsupportsuchasticketsales,locatingvenues,set-up/take-downandsoforth• Fundingorreimbursementofexpensesrelatedtothefundraisingevent• MEOWcatsorkittens
Includedinthispackage:
1. MEOWFoundationThirdPartyFundraisingGuidelines&Policies2. MEOWFoundationThirdPartyFundraisingApplication3. ThirdPartyFundraisingEventSummaryForm
ThisformshouldbecompletedandreturnedtoMEOWwithin30daysfollowingthecompletionofyourevent.
4. DonationTrackingSheetThisformmustbesubmittedinorderforeventdonorstoreceivecharitabletaxreceiptsfromMEOWFoundation.Pleaseensureyoureadtheenclosed“TaxReceiptingGuidelines”beforesubmittingthisformasnotallgiftsmayqualifyforataxreceipt.
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GUIDELINEScontinuedWhatisaThirdPartyFundraisingActivityorEvent?
ThirdpartyactivitiesandeventsarefundraisersthatinwholeorinpartbenefitMEOWFoundation,itsmissionanditsgoals,andwhichareorganizedandexecutedbyanindividualororganizationexternaltothecharity.
ApprovalProcess
• OrganizersmustcompleteandsubmittheThirdPartyFundraisingApplicationtoMEOWFoundationpreferablynolessthan3weekspriortothedateoftheproposedfundraisingactivity.Approvalmustbereceivedbeforeadvertisingispermitted.
• Applicationsarevalidforone(1)eventonly.Annualeventandactivityorganizerswillneedtore-applyeachyear(perevent).
• MEOWFoundationmustbenotifiedofotheractivity/eventbeneficiariesaswellasactivity/eventsponsors.
• MEOWFoundationreservestherighttodenyanyapplicationforafundraisingactivitythatisnotinlinewithMEOW’smissionand/orgoals,orwhichdoesnotprojectapositiveimageofMEOWFoundation.
EventPromotionandUseoftheMEOWNameandLogo
• Yourorganization/groupmustreceivepermissionfromMEOWFoundationtouseournameand/orlogoinconjunctionwithyourevent.MEOWFoundationrequeststhatallpromotionalmaterialsaresubmittedtothefoundationforapprovalpriortodistribution.HighresolutionfilesoftheMEOWlogoareprovideduponrequest.
• Pleasenote:TheMEOWFoundationlogocannotbeusedforanypurposesotherthanthosedescribedintheThirdPartyFundraisingApplication.
• Allpromotionalmaterialsshouldclearlystatethattheactivityoreventis“InSupportof”or“Proceedsto”followedbytheMEOWFoundationlogo.MaterialsmustNOTstatethatMEOWFoundationisasponsororco-sponsorofanactivityoreventunlessotherwiseapprovedbyMEOWFoundationinwriting.
Liability
• Ifyouareconductingraffles,lotterysalesoranyothertypeofactivitythatinvolvessellingtothegeneralpublic,youmayrequireaspeciallicenseorpermit.Pleasemakesureyoutakethenecessarystepstoobtainthese.MEOWFoundationwillnotprovidelicensesorpermitsforthirdpartyactivitiesoreventsandwillnotbeheldliableshouldyoureventoractivitybefoundinviolationoftheserulesandguidelines.
• MEOWFoundationwillnotprovideanyinsurancecoverageforthirdpartyeventsoractivities.Eventorganizersmusttakethenecessarystepstoobtainproperinsurance.
• MEOWFoundation,itsemployees,volunteersandmembersarenotliableforanyaccidentsorinjuries,damageorthefttoindividualsorpropertyandcannotassumeanytypeofliabilityforyourevent/activity,participants,volunteersoremployees.
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GUIDELINEScontinuedCharitableTaxReceipts
MEOWFoundationwillissuedonationreceiptsforanyqualifyingmonetarydonation.Ifanindividualhasmadeadonation,thereceiptwillbeissuedinthenameofthatindividualattheirhomeaddress.Ifacorporationhasmadeadonationandareceiptisrequested,thereceiptwillbeissuedinthecompany’snameatthecorporateaddress.Anindividualorcorporationcannotreceiveacharitabledonationreceiptformonetarydonationsmadebyotherparties.Forexample,anindividualororganizationcannotreceiveareceiptforthetotalproceedsofaneventoractivity(asmoniesweredonatedbymultipleparties).
Ifyourequiredonationreceiptsissuedtoparticipantsofyoureventoractivity,weaskthatyouincludeMEOWFoundation’scharitablenumber(#895012813RR0001)onallpromotionalandpublic-facingmaterials.Weaskthatyoustate“taxreceiptswillbeissuedfordonationsof$20ormore,oronrequest.”Within30daysfollowingyoureventoractivity,pleaseprovideMEOWFoundationwithalist(makingsurethatallinformationislegibleandcomplete)ofnames,mailingaddressesincludingpostalcode,phonenumbersandemailaddress(optional)aswellasthecorrespondingamountofeachgifttobereceipted.Donationreceiptswillbeissuedforallmonetarydonationsof$20ormore.
MEOWFoundationwillissuecharitabledonationreceiptsforin-kinddonations(donationsofpropertysuchasprizesormerchandise)equaltotheFairMarketValueoftheitem(s)donatedprovidedsupportingdocumentationverifyingFairMarketValueisreceived.QualifyingdocumentationofFairMarketValueincludes:purchaseinvoice(s)orotherproofofpurchase,thirdpartyappraisalandotherCRA-approveddocumentation.AsperCRAregulations,itemsoflittlemarketvaluesuchashandmadecraftswillnotqualifyfordonationreceipts.Inkinddonationsofservicesarealsonoteligiblefordonationreceiptsforincometaxpurposes.
Goodsandservicesnoteligibleforadonationreceiptincludeitemssuchasraffleorlotterytickets,generaladmissionorentrancetickets,golfgreenfees,andthecostofdonatedservices.Thisincludesspecialservicesthatnecessitatehiringsomeoneforanevent(i.e.tentset-upandentertainment).
Ataxreceiptmaybeissuedforaportionoftheadmissionpricewhenticketsorentrancefeesexceedthecostperpersonrequiredtoputontheevent.However,receiptscanonlybeissuedfortheportionoftheadmissionpriceexceedingFairMarketValueandcannotbeissuedformorethan80%oftheadmissionprice.
CorporationsandbusinessesthatsponsoraneventwillreceiveanofficialinvoiceorthankyouletterfromMEOWFoundationthatwouldenablethemtoclaimbackthefullamountoftheirsponsorshipasamarketingexpense(whenapplicable).
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THIRDPARTYFUNDRAISINGAPPLICATIONWhileyoumayalreadyhaveaneventorinitiativeplanned,herearesomeotherideasyoumightconsider:abakesale,barbecue,bowlingnight,can/bottledrive,picnic,dressdownday,employermatcheddonations,themeparty,hotdogsaleorlemonadestand.I.OrganizationInformation
NameofOrganization(ifapplicable):_______________________________________________________
Website:________________________________
Address:______________________________City:___________Province:___PostalCode:__________
ContactPerson:__________________________Email:________________________________________
Ph#(w):______________Ph#(h):______________Ph#(c):______________Fax#:______________
II.EventInformation
NameofEvent:________________________________________________________________________
EventType:________________________________________ExpectedNumberofAttendees:________
EventAddress:________________________________________________________________________
StartDateandTime:_____________________EndDateandTime:_____________________
Howwillyoupromotetheevent?_________________________________________________________
EventDescription/Summary:_____________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
FundraisingGoal(afterexpenses):_________________________________________________________
Pleaseattachacopyofanylicenses,permitsandproofofliabilityinsurance.
Ifyouaresellinggoods&servicespleaseindicatewhatwillbesoldandifaportionoftheproceedswillbedonatedtoMEOWFoundation.
III.FinancialInformationHowwillfundsberaised(pleasecheckallthatapply):Pledges___Auction___TicketSales___Gaming___Donations___Sales___(liquor,merchandise,etc.)Other(pleaseexplain):_______________________________________________________________________________________________________________________________________________________
_____________________________________________________________________________________
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THIRDPARTYFUNDRAISINGAPPLICATIONcontinuedAreyouapproachingsponsors?Yes________No________Ifyes,pleaselistorganizationsbeingapproachedtoavoidpotentialconflictswithcurrentorpotentialMEOWFoundationsponsors.
_____________________________________________________________________________________
_____________________________________________________________________________________
Willtheproceedsofyourevent/activitybedonatedonlytoMEOW?Yes____No_____IfNO,pleaselistwhoelsewillbebenefitingfromtheeventandwhatpercentageMEOWwillreceive?
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Willyourequiretaxreceipts?Yes___No___Ifyes,pleasereviewthereceiptingguidelinesonpage3.
IV.MEOWFoundationInvolvement
Pleasenote:Wewilldoourbesttosupportyou,butaskforyourunderstandingthatourresourcesarelimitedandwetypicallycannotmeetrequestsforspeakers,representativesandvolunteers.
WillyourequiretheMEOWnameandlogoforpromotionaluse? Yes_____No______
Ifyespleaseindicatewhattypeofmaterialsyouwillbeproducing:
_____________________________________________________________________________________
_____________________________________________________________________________________
IfyouwouldlikepromotionalmaterialsfromMEOWFoundation,pleaseindicatequantitiesrequired:
Brochures:_________ VolunteerApplications:__________ Other:___________WouldyouliketheeventtobesharedonMEOW’ssocialmedia? Yes_____No______
Ifyes,pleaseprovideyoursocialmediainformationaswellasanexampleofapost.
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
IsthereanyotherimportantinformationMEOWshouldknowregardingyourevent?_____________________________________________________________________________________
_____________________________________________________________________________________
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THIRDPARTYFUNDRAISINGAGREEMENTPleasereviewandsignacopyofthisform,andreturnitwiththeThirdPartyFundraisingApplication.Thisformisduethree(3)weekspriortotheproposedevent.Completionofthisformdoesnotguaranteeapproval.Uponapproval,youwillreceiveanapprovedsignedcopyoftheapplicationforyourrecords.Bysigningthisdocument,I/weacknowledgereceiptofMEOWFoundation’sPoliciesandProceduresforThirdPartyFundraisersandagreetocomplywithallprovisionsinorganizingandholdingourfundraisingevent.I/wealsoagreewiththecollectionofanyandallinformationMEOWFoundationdeemsnecessarytoevaluatetheevent.I/wefurtherattestthatallinformationprovidedonthisformiscorrectandaccuratelydescribestheproposedevent.I/weagreetoindemnifyandsaveharmlessMEOWFoundationforanyexpenses,losses,claimsordamagesresultingfromthefundraisingeventorthenoncompliancewithanytermsorprovisionsofMEOWFoundationPoliciesandProceduresforThirdPartyFundraisers._____________________________________________________________________________________Signature_____________________________________________________________________________________DateOnbehalfofMEOWFoundation,thankyouforsupportingusandassistingusinhelpingsavethelivesofthousandsofhomelessandabandonedcats!Pleasereturnthisformto:MEOWFoundationProjectLeadCommunicationsandEvents:[email protected].
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THIRDPARTYFUNDRAISINGSURVEY
1.Howsuccessfuldidyoufeelyoureventwas?(lowest)12345(highest)2.Didyoumeetyourfinancialgoals? Yes No3.Areyouplanningonhostingthiseventagain? Yes No4.Ifso,howoften? One-time Annually Tobedetermined5.HowsatisfiedwereyouwiththeamountofsupportyoureceivedfromMEOWFoundationforyourevent?(lowest)12345(highest)6.DoyouhaveanysuggestionstohelpMEOWFoundationmaketheprocessofhostinganofficiallyendorsedeventbetter?____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________7.Pleaseprovideuswithabrieffinancialsummaryofyourevent:Total$amountraisedfromtheevent: $_______________Totalexpenses: $_______________TotaldonationtoMEOWFoundation: $_______________