Tags: aids in africa, barbara coloroso, canada revenue agency, david morley, dr james, foundation logo, fundraising event, fundraising events, george alexis, hiv aids in africa, jean augustine, machel, mary coyle, promotional material, richard phillips, roy mcmurtry, stephen lewis foundation, tax executive, tax receipts, ticket buyers,
Dear Friends:
Re: Foundation Participation in Fundraising Events
Thank you so much for wanting to organize a fundraising event for HIV/AIDS in Africa to
benefit the Stephen Lewis Foundation. The Foundation has had a lot of experience with
Directors
Stephen Lewis, events, and that experience has convinced us how important it is to clarify the manner in
Chair which the Foundation is able to participate.
Jean Augustine
Barbara Coloroso
Mary Coyle There are two parts of our website that are particularly important to read before you begin --
Grace-Edward the sections on Event Promotion and Tax Receipting.
Galabuzi
Patsy George
Alexis MacDonald Your promotional material must always make clear that the Stephen Lewis Foundation is the
Roy McMurtry
David Morley beneficiary of the money raised at the fundraising event never a sponsor or partner or
Richard Phillips organizer of the event itself. This is really important, so please be sure to send us all your
African Advisory
promotional material prior to printing or distribution. Use of the Foundation logo also
Board requires our express consent.
Ms Graça Machel,
Chair
Dr. Agnes The section on Tax Receipts is equally important. The Foundation must comply with all
Binagwaho regulations of the Canada Revenue Agency. So we ask you to read the `Donations and
Ms Sisonke Receipts FAQ' section of the website thoroughly and carefully. The Foundation is able to
Msimang
Ms Theo Sowa provide receipts only in the circumstances outlined in those sections. Here are two
examples:
Senior Advisor
Dr. James
Orbinski If people are buying tickets to your event, the Foundation cannot issue individual tax
Executive
receipts to the ticket buyers.
Director The Foundation is not allowed to release the names of anyone who has made a
Ilana Landsberg- donation even in the case of donations made to honour a birthday, wedding,
Lewis
anniversary or death because it would violate the Privacy Act. There is only one
exception to this rule: donors may give their express consent in writing to release
their contact information to you. The donor card on our website provides an
opportunity for donors to do this.
Any other questions? We're always happy to help. Please call us for any further information
or assistance!
Finally, please complete, date and sign the attached form and fax it to the Foundation
(416-850-4910) before you plan your event. Thanks again!
Warmly,
Ilana Landsberg-Lewis
Executive Director
www.stephenlewisfoundation.org
Event Letter of Understanding Sign-off Sheet
I have read the document above and consulted the `Foundation Involvement' and `Donations and
Receipts FAQ' sections of the Stephen Lewis Foundation website. I understand and agree to these
terms, this day of , 2007.
______________________________ _______________________________
Name (printed) Signature
In addition to your signature above, please provide as much of the following information as possible
(email address is particularly helpful!).
Event Information
Event Name:
Date of Event:
Location:
Contact Information
Full Name:
Phone:
Fax:
Email:
Street Address:
City, Province:
Postal Code:
Event Description:
NOTE: Please make sure that donors refer to your event on their donation forms,
on their cheques, in their online donations, or on their credit card forms.
That's the only way we'll know the money is raised because of your event.
www.stephenlewisfoundation.org
Event Wrap-Up Form
Thank you for holding an event! Please complete this form when you are ready to send us your donations. If
you will be sending the money in more than one mailing, please complete this form each time.
EVENT INFORMATION
Event Name: _________________________________________ Questions about what
Date and Location: ____________________________________ kinds of donations are
eligible for a tax receipt?
Visit the FAQ section of
ORGANIZER CONTACT INFORMATION:
our website, e-mail us at
Name: _____________________________________________ community@stephenlewis
Phone Number: ______________________________________ foundation.org, or call
(416) 533-9292 ext. 223.
E-mail: _____________________________________________
**** SAMPLE ****
Payment Type Source of Funds Count Total Amount Notes
Individual cheques Donation 15 $1,000.00 Tax receipts required
Individual cheques Ticket sales 10 $500.00 No tax receipts
Cheque covering other Anonymous donations: cash 1 $100.65 No tax receipts
payments collection and bake sale
Cheque covering other Cash donations at the door 1 $50.00 Donor cards enclosed; tax
payments* receipts required
Cash* Donations 5 $100.00 Donor cards enclosed; tax
receipts required
Credit card forms Silent Auction payments 15 $4,000.00 No tax receipts
TOTAL submitted 47 $5,750.65
Please indicate how funds were raised at your event and the amount generated through each
method:
Payment Type Source of Funds Count Total Amount Notes
TOTAL submitted
* My initials in this box indicate that I am the agent submitting funds on behalf of donors.
www.stephenlewisfoundation.org
Talk to Us!
Please take the time to complete this questionnaire. You'll be helping us help you!
1. Why did you choose the Foundation as the beneficiary of your fundraiser?
2. How did your event go? Did you consider it a success? Did a lot of people attend? Did things go
smoothly? Did you have a good time?
3. What lessons did you learn? What advice do you have for other organizers?
4. If you used SLF print or video materials, were they useful? Are there any other kinds of
materials that would have been more useful?
5. If you had an SLF speaker at your event, what was her/his impact? (Energized crowd,
generated more donations, put everyone to sleep, etc.)
6. How was your experience working with the Foundation? Was anything too complicated? Too
slow?
7. Will you hold this kind of event again?
· If yes, when?
· If no, why not?
8. Anything else we should know about?
www.stephenlewisfoundation.org