List Candidate Companies: A wide
variety of programs, products and services are available in product fundraising
today. Use this checklist to compare fundraising companies and make an informed
decision. Please note: not all of the criteria may apply to your organization's
needs.
A.
RATE THE FOLLOWING ON A SCALE OF 1 - 5
(with 5
= excellent and 1 = poor) or NA for not applicable
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Product Quality |
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Variety of
products/price levels |
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Product retail
prices (i.e. Do they represent a fair value for consumers?) |
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Incentive program
quality |
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Caliber of company
materials, brochures, promotional materials |
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Professionalism of
company of representative* |
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Educational value to
students/volunteers (example: enhances presentation skills) |
B.
PROVIDE A NUMERICAL RESPONSE TO THE FOLLOWING QUESTIONS:
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Number of years
company has been in the fund-raising business |
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Number of years
representative has been in the fund-raising business* |
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What are the
projected profits to your organization? |
C.
USE A CHECK MARK IF THE FOLLOWING SERVICES ARE INCLUDED IN THE COST OF THE
PROGRAM.
use a plus sign if the service is available, but cost extra. Use NA if the
service is not applicable or not available.
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Organization |
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Order form tallying |
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Individual orders
separated per classroom |
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Products
pre-packaged per student |
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Computerized
printout itemizing student sales |
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Freight/Shipping |
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Communication/Promotion Tools |
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Kick-off assembly
presentation and/or video |
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Poster, product
display |
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Parent letter |
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Take-home packets |
D.
THE FOLLOWING QUESTIONS SHOULD BE ANSWERED WITH (Y) FOR "YES" OR (N) FOR "NO."
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Are product samples
available? |
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Is the company a
member of the Association of Fund-Raising Distributors & Suppliers? |
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Does the company
address sales tax requirements, if any? |
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Are the product(s)
guaranteed? |
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Is a company
representative accessible, day and night? |
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Does the program
include child safety messages? |
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Does the program
emphasize fun? |
*May
not apply when evaluating mail order/catalog companies and programs.
FUND-RAISING CHECKLIST
Other important
points to consider as you meet with fund-raising companies.
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What is the
turn-around time for replacing incorrect or damaged shipments? |
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What are the
terms for payment? |
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What is the
returm policy for unsold products? |
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Ask for and check
references.
Here are some questions to ask.
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Did the company
deliver on promises? |
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Did the school
or group reach its goal? |
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Would the group
work with the company or its representative again? |
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©
Copyright 2001 the Association of Fund-Raising Distributors & Suppliers
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