• back link Field Fundraising: http://wctc.titanpad.com/FieldFundraisingSupportSubTeam
  
  

Active Field Fundraisng Procesess / Tutorial:

Video Tutorial Link:  http://youtu.be/fC30gTJULbU

Field Fundraising Goals:

• Find a great place with lots of people we can connect to.
  • Downtown, Events, Farmers Markets etc...
• Make sure all of the materials are in order and ready to be presented to the public.
• To outreach and educate the public about community projects, movements, and ideas.
• To activly engage the public in decision making though the Community Elections. To VOTE!
• To Ask the public for donations to support the projects and ideas they think are the best.
• To take general input and recomendation from the public on behalf of the community.
  
  

Step 1: Finding a good location

• Look for corners, main through ways, and other great locations that aren't in the way.
  
  
  
  

Step 2: Documents & Tools Check Over

• Binder
  • Elections Stickers
  • Brochures (just a few)
  • Sign UP sheet
  • Donation Forms
  • Donation Receipts
  • Donation Envelopes
  • Donor After Survey
  • Donor After Survey
  • Legal Doccumentation
    • AoI
    • Bi-Laws
    • Tax Determination Letter
  • Processes & Bullet Point Cheet Sheets etc…
  • General Feedback Survey
  • Paper version of voting (check marks)
• Smart phones / Tablets Set Up
  • Make sure hot spot and or web link works
  • Tab that is already on www.CommunityElections.com
    • Also IdeaFun.org , URL Votes, Flag Vote, Card Vote
  • Digital Forms (not necessary)
    • Donation Log
    • Email donation Recipt
• Misalanious
  • Card Swiper
  • Flag(s) / Sign
  • Lanyard
  • Personal Cards (optional)
  • Pens
    
    

Step 3: Raise the Flag

• Get out the Flag/ Sign, the tape, and the pole
• Tape the Flag and Sign to the Pole
• Ready to go :)
  
  
  
  

Step 4: Hand Out Cards to People

• Simply hand out the Community Elections Stickers to people as they walk by, and ask them if they have a minute to Vote.
• If they just take the card that is fine.
  
  
  
  

Step 5: Prioritization Engagement

• If someone stops to talk to you after asking them to Vote, assume you have 2 minutes before they want to go.
• Give them Idea Options:
  • Focus right away on getting them activly engadged in prioritizing the ideas and projects within the Community Elections
  • Pull up http://CommunityElections.com website or the paper version and just give the names and a simple phrase description of the ideas within the Current Community Elections.
  • If they don't look interested, Quickly go to more ideas within the main URL Voting Pad.  Just go down the list.
• Record their Vote:
  • Double check to make sure that is the idea they want to vote for before marking it down.
  • If you are using a smart phone or tablet, ask them to click the vote link.
• Ask them to Back Up their Support with a Donation
  • If they don't want to that is OK
  • If they are on the fence, explain that our society functions with money and we need money to make these important community projects successfull
  • If they do want to donate see bellow to start the donation Options, but to start, ask them if they want to do
    • Card / Paypal / square
    • Cash
    • Check
    • In-Kind Donation
• Then Repeat - for more ideas
  • Ask them if they havea few more minutes if they seem like they may be ready to go.
  • Make sure they know they can vote as many times as they'd like!
  • Go through more ideas and projects
  • IdeaInformer Prioritization and other links on www.IdeaFun.org as needed.
• Other Decision Making Options
  • Many of the ideas and projects have sub-ideas or proposals that peopel can vote on.
  • Unity Flag Prioritization
    • For example if someone expresses interest in our http://UnityFlag.net (which happens a lot), make sure that they register their support as a vote, if they want to, and let them know that they can help create and prioritize the images of the Unity Flag.
    • Go to the Unity Flag Prioritization vote page directly from www.UnityFlag.net
    • Also make sure they know that if they donate to the Unity Flag project, they will get a Unity Flag mailed to them, and they should make sure to give us their address.
  • Unity Card Prioritization - not ready yet, but comming soon...
    
    

Step 6: Donations:

• Ask if they would like to donate by Cash, Check, Card, (or in-kind donation if they don't have any money on them)
• If they want to pay by card, just use the Pay Pal Here App and card reader, by entering the amount that they say they want to donate. 
  • Easiest to see this in action than trying to describe it here.
  • Just log-in, pug reader in, enter amount,  slide their card, and let them sign.
• Cash and check donations are easy, just put the funds in an envelope
• Make sure you confirm that this is a standard donation and is not Tax-Deductable Unless they specifically request a Tax Deductable Donation
• Make sure to note the program or idea they are donating to on the envelope / donation.
• If they want a recipt, fill out the donation recipt.
• If they have special requests about the money, fill out a donation card.
  
  

Step 7: Other Forms of Engagement:

• They can Score/Pladge funds and volunteer time
• If they want to get involved or get updates, have them put their information on the Sign Up sheet.
  
  
  
  

Step 8: Wrap Up & Evaluation

• Fundraising Collection Documentation Sheet
  
  
  
  
  
  

For Questions: Jay 831-332-2486 hr@heeo.in