Fundraising Proposal - PDF

							                                                     Fundraising Proposal

Name of Project: ______________________________________________________________________

Name of Contact: ___________________________________                                    Phone: __________________________

Address of Contact:____________________________________________________________________

1. We wish to send out letters of solicitation: Yes _____ No _____
   A Charity for Charities (ACFC) must review a sample of this letter prior to mailing and make any necessary
   changes in order to comply with federal and state laws.

2. We wish to hold a fundraising event on the following date: __________________________________
   Description of proposed event:
    ________________________________________________________________________________
    ________________________________________________________________________________
    ________________________________________________________________________________

   We wish to rent a facility: Yes _____ No _____

   Location of proposed event: __________________________________________________________

   Number of guests anticipated:__________________

   We wish this event to occur: Yearly _____ One Time Only _____ Other _____________________

   This event will involve advertising/media coverage: Yes _____ No _____
   Please describe:____________________________________________________________________

   We plan to send out invitations: Yes _____ No _____

   We plan to sell tickets: Yes _____ No _____
   Proposed per ticket cost to the contributor: $____________

   Fair market value of any goods/services provided to the contributor: $_______________
   (Such as value of a dinner, performance, etc.)

   Liability insurance is provided by: _____________________________________________________

   We plan to have an opportunity drawing: Yes _____ No _____


   412 Arenoso Lane, #304 San Clemente, CA 92672 phone 949-361-6563 fax 949-361-1712 email info@acharityforcharities.org www.acharityforcharities.org
Fundraising Proposal                                                                                                                          page 2 of 4




                                                       Event Fundraising Budget



Expected Revenue:             $ ___________________________

Anticipated Expense: $ ___________________________

Net Proceeds:                 $ ___________________________


Please list source(s) of expected revenue: *
 ____________________________________________                                            $   _________________
 ____________________________________________                                            $   _________________
 ____________________________________________                                            $   _________________
 ____________________________________________                                            $   _________________


Please list anticipated expenses: *
 ____________________________________________                                            $   _________________
 ____________________________________________                                            $   _________________
 ____________________________________________                                            $   _________________
 ____________________________________________                                            $   _________________
Attach a separate sheet if necessary


* There are income tax implications to all payment for services, which must be discussed with A Charity for Charities
  staff prior to contracting for services. Only A Charity for Charities can sign the contract for services.




                       In order for patrons of this event to receive a tax deduction for their contribution,
                               this proposal must be completed and mailed to the address below:

                                                            A Charity for Charities
                                                          412 Arenoso Lane, Suite 304
                                                           San Clemente, CA 92672




    412 Arenoso Lane, #304 San Clemente, CA 92672 phone 949-361-6563 fax 949-361-1712 email info@acharityforcharities.org www.acharityforcharities.org
Fundraising Proposal                                                                                                                          page 3 of 4




                                                     Fundraising Policy Checklist

                                                                                                                           YES              NO
Before Fundraising Event:

Attach a statement defining each program, event or other effort to raise money.                                          _____            _____

Have these programs/events been approved by A Charity for Charities?                                                     _____            _____

Has a budget been submitted to A Charity for Charities?                                                                  _____            _____

Have the applicable licenses, taxes and liability insurance been secured/paid?                                           _____            _____


Promotional Materials:

All uses of A Charity for Charities’ name in advertising and promotion were
approved in advance.                                                                                                     _____            _____

Proof copies were provided to A Charity for Charities for approval before printing.                                      _____            _____

All fundraising materials clearly state that funds are being raised on behalf of
rather than by A Charity for Charities.                                                                                  _____            _____

A Charity for Charities has been provided a copy of all fundraising/promotional
material and any material using A Charity for Charities’ name.                                                           _____            _____

Copies of solicitation letters were provided to and approved by A Charity for
Charities before distribution.                                                                                           _____            _____


Expenses:

Has it been determined how expenses will be paid?                                                                        _____            _____

Have copies of all original invoices been provided to A Charity for Charities?                                           _____            _____




    412 Arenoso Lane, #304 San Clemente, CA 92672 phone 949-361-6563 fax 949-361-1712 email info@acharityforcharities.org www.acharityforcharities.org
Fundraising Proposal                                                                                                                          page 4 of 4



                                                                                                                           YES              NO
Contributions:

Are all checks made payable to ACFC/Project Name?                                                                        _____            _____

Were all proceeds delivered to A Charity for Charities within 10 days after the
fundraising event?                                                                                                       _____            _____

Were receipts deposited intact? (Expenses should not be deducted first.)                                                 _____            _____

Has the following donor information been furnished to A Charity for Charities:
    Donor’s complete name and address                                                                                    _____            _____
    Date and amount of contribution                                                                                      _____            _____
    Whether contribution was in cash or property                                                                         _____            _____
    If property, a description of the type of property and a good faith
       estimate of fair market value                                                                                     _____            _____
    A detailed description of any goods and services provided in exchange
       for the contribution                                                                                              _____            _____

Were any goods or services provided to donors with a contribution of $75 or more?                                        _____            _____
If yes, were the quid pro quo* disclosures made clear at the time of solicitation?                                       _____            _____

Do raffle tickets clearly state that they are not tax deductible?                                                        _____            _____

Was the following information provided to all potential donors:
   Name and state of A Charity for Charities.                                                                            _____            _____
   Description of the purpose for solicitation.                                                                          _____            _____
       The _____ Project is a Fiscal Sponsorship Arrangement of A Charity
          for Charities.
       The _____ Project of A Charity for Charities is raising dollars today for the
           purpose of _____.
       Inquiries can be addressed to the President at A Charity for Charities address.                                   _____            _____
     The amount of the contribution deductible as a charitable contribution by federal
       law.                                                                                                              _____            _____
     Written financial statements can be obtained from A Charity for Charities.                                          _____            _____



*Quid Pro Quo: This is a payment a donor makes to a charity partly as a contribution and partly for goods and services. If
               the donor receives something of value in return for the contribution, a common occurrence of fundraising
               efforts, part or all of the contribution may not be deductible. This may apply to fundraising activities such
               as charity balls, bazaars, banquets, auctions, concerts, athletic events and solicitations for membership or
               contributions when merchandise or benefits are given in return for payment of a specified minimum
               contribution.




    412 Arenoso Lane, #304 San Clemente, CA 92672 phone 949-361-6563 fax 949-361-1712 email info@acharityforcharities.org www.acharityforcharities.org