Information about http://www.stephenlewisfoundation.org/documents/ELOU-August2007FINAL.pdf

Dear Friends: Re: Foundation…

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,
Pages: 4
Language: english
Created: Wed Aug 22 14:57:55 2007
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                   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