Fundraiser Guidelines 
                                                                  <Your Name and Contact Info>

My team and I do all the work so you can focus your energy on running your school and programs.

PROFIT DONATION: 40% profits from the jewelry sales.

Packets will be made for each individual student in each grade and will include; 
           • Instruction Sheet will be pasted to the front of the manila envelope.
           • 1 catalog. 
           • 10 order forms.
           • Instruction Sheet or Welcome Letter.

1. I will begin processing orders on  <Insert End Date>.
 
2. Each jewelry order will be packed in a separate bag for each individual customer, along with a thank you note. Moms will be able to purchase an additional piece of jewelry at 50% off if their child gets 5 or more orders collected!

3. Each student will receive their orders in 1 bag, with each individual customers order bagged separately.  <OR> I will deliver orders to each customer the week of <Insert Date> .

4. The student with the highest sells in each grade level will receive a $50 Gift card from Barbara’s Book Store.

5. Customers will make checks payable to me so I can quickly process and begin placing orders.

6. I will write a check and present it to you on <Insert Date> . I will also give you documentation of every individual order for your records.

My team and I do all the work so you and your team can focus your energy on running your school.
I love helping schools raise money during our budget cuts and I know I can help you! I look forward to helping you reach your goals.

Sincerely,



<Your Name and Detailed Contact Info>














Fundraiser Guidelines example. The Fundraiser Guideline will go in your presentation folder and given to the school Principal, PTA President and anyone else needing this information.
Order Form examples. I create my Order Forms in Excel because I can manipulate the cells and add more needed, customized fields. Create 1 Order Form for each Student. 2 order forms will fit on each page. Print out 1 copy of each page or each order form. Make an additional 10 copies of each to send home with each student in their manila envelope.
These below 2 reciepts are the same except I have included the Student Name, Room # and Teacher on the example to the right.
Student Ledger - this document will be given to the school showing each students orders collected,  by teacher. I use Excel for the Student Ledger.
In Column A I have Students Last Name, Column B Students First Name, Column C Customers Last Name, First Name, Column D Items #, Column E Price, Column F Subtotal, Column G Total with Tax, Column H 50% Off Item(Mom's reward if child collects 5 orders), Column I Subtotal of the 50% off Item, and Column J Total of 50% off item.
At the bottom of the spreadsheet you will see worksheet tabs with Room #, Teachers Last Name, and Grade.
Column F Subtotal is what is used to calculate schools profits.
Welcome to our 5th annual Fundraiser with Cookie Lee Jewelry and Tereasa McKee.
Fundraiser Goals: To raise $10,000.00 for Fieldtrip costs.

Just in time for Easter, Mother’s Day, and upcoming Birthday’s!



                                    Fundraiser begins today!
                 All orders are due March 15th to your classroom teacher.

• Please collect 5 orders.
Mom you will receive a special jewelry gift of your choice at 50% off if 5 or more orders are collected!

• Each grade with the highest sells will receive a $50 gift card to Barbara’s Book Store!

• Customers can pay by Check or Credit Card. Please make checks out to Tereasa McKee.

• Please see the enclosed Tax Chart charges to include on your order forms.

• Extra Catalogs are available in the office.

• Orders will be sent home with your child the week of April 5th.

Fundraisers are easy with Cookie Lee and Tereasa McKee! Just show your catalogs to friends and family and collect orders. And don’t forget mom, you get a 50% off item of your choice if 5 or more orders are collected!

Please don’t hesitate to call or email me if you have any questions.

Tereasa McKee Independent Consultant with Cookie Lee Jewelry
tereasamckee@cookielee.biz
www.tereasamckee.com
805-856-8937

Cookie Lee Jewelry is 100% guaranteed!
Welcome Letter will be pasted to front of each students manila envelope. print on colored paper. I use pink for Cookie Lee jewelry. Be sure to include your contact information and a Business card.
Don't have time to create the above documents? Want instant access to the Documents and How To Steps to personalize for your fundraiser? For $10 I will not only give you the above documents but I will also personalize them with your information!
*Note: All documents come with YOUR Company Logo and YOUR Contact Info on them!  
Send me an email with the SUBJECT: Fundraiser Docs
tereasamckee@cookielee.biz
805-856-8937
Don't have time to create the below documents? Want instant access to the Documents and How To Steps to personalize for your fundraiser? For $10 I will not only give you the below documents but I will also personalize them with your information!  
*Note: All documents come with YOUR Company Logo and YOUR Contact Info on them! 
My Team members get this stuff FREE!
Send me an email with the SUBJECT: Fundraiser Docs
tereasamckee@cookielee.biz
805-856-8937