School Fundraising Checklist
After Signing Your Fundraising Agreement: What’s Next?
Set Your Goal
STEP 1
- ✅ Define your fundraising goal and how funds will be used
- 🎯 Clearly communicate your goal and purpose to families and staff before, during, and after your fundraiser
- 📄️ Work with your Fundraising Consultant to include your goal on Parent Letters
- 📅️ Share updates and encourage supporters to meet and exceed your goal throughout the fundraiser
Prepare for Launch
STEP 2
- 📝 Review Easy Step Instructions and prepare for your big kick-off announcement
- 🎤Customize your kick-Off and Parent Night scriptsto fit your school
- 📣Set up promotions (posters, website/pta link, and display kit for visibility and engagement)
- 🔖 Learn the Daily Prize Program and organize volunteers for daily distribution
Kick Off the Fundraiser
STEP 3
- 🎬 Host your kick-off event, follow your script, and show the video
- 🎯️ Clearly explain your goal and how funds will be used
- 🎉 Build excitement—promote incentives play a theme song, and bring the energy
- 📽️️️ Distribute student packets during class or homeroom
Promote Consistently
STEP 4
- 🏆 Award daily and online prizes while following your promotion timeline
- 🎉 Engage teachers and encourage participation school-wide
- 📣 Consistently promote your goal and purpose to students and families
- 📱 Use social media, email, text, and word-of-mouth to spread and share the fundraiser
Collect Orders
STEP 5
- 📝 Collect all forms and payments on the due date (morning recommended)
- 📦 Allow a short grace period, then enforce the final deadline
- 📄 Follow Easy Step Instructions to separate, complete, and submit order forms correctly
- 🚚 Mail orders on time and plan ahead for holiday delivery deadlines
Delivery & Distribution
STEP 6
- 📦 Confirm delivery with Charleston Wrap before scheduling distribution
- 🛍️ Organize volunteers to sort and prepare orders for distribution
- 📅️ Schedule distribution day and pickup times after delivery arrives
- 📣 Communicate clear pickup details to families
Celebrate & Continue Online
STEP 7
- 🎉 Share results and recognize top sellers and classrooms
- 📊 Thank everyone involved—especially your volunteers
- 💻 Encourage continued support through online sales
- 💌 Share your fundraising link via email, text, and social media
CALL OR CLICK TODAY TO LEARN MORE:
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