ࡱ> )+(7 bjbjUU .7|7| tlFFFFFFFZ<<<8t Z        $ A FA FFV "FF  <T FF  }<Z<  l 0 ,,@, ZZFFFF Receipting Guidelines for Special Events Wednesday, November 30, 2005 2:00-3:30 p.m. The Dos and Donts of Third Party Events Do have lots of the right kind of third party events. Dont be or become responsible for executing third party events, without clearly understanding your role and the organizers expectations of you. Do collect the money, recognize the organizers and donors, celebrate the cause, and steward the event for future years. Dont promise third party event organizers copious tax receipts or allow them access to raffle licenses and other activities requiring legal and regulatory review, without ensuring your risks are mitigated. Promising small tax receipts and executing raffles at third party events often does not net you much more money but surely nets you a lot of administrative work. Do cultivate highly successful third party events for multi-year commitments or possible evolution to partnership or signature event status. Dont artificially prolong the life of third party events that are no longer viable. Let them go or morph into something new. Do have third party agreements in which you carefully specify the terms and conditions of the arrangement and set the expectations and obligations for all participants. Dont permit third party events to just organize around you, subjecting you to significant reputational risk and the expectation that anything is possible if enough political pressure is applied to you. Do recognize that third party event fundraising, or event fundraising in general, is generally a higher cost per dollar raised activity understand what third party events work best for your organization and offer the best returns to your organization. Dont be hungry for the proceeds of just any third party event that may come your way the liabilities and special surprises that are in store for you will age you rapidly and give your CFO a heart attack. Do resort to your network and your peers for advice and guidance on issues arising from third party events use your peers as examples of collective best practice. Do think of your third party event participants as potential prospects for future giving to your organization. But dont think that you can send regular direct mail or call event participants as part of a general campaign and be very successful the key to successfully soliciting third party event participants is to leverage the links between the third party event cause, the participants and your organization. Right after the event, it is the cause that links the prospect/donor figure out how to transfer allegiance from the cause to your organization, or associate your organization with the cause. Do provide charitable tax receipts to personal donors for high-end events where there is a significant receiptable portion to the ticket. Think twice before providing charitable tax receipts to personal donors for low-end events where the receiptable component is small and not worth the administrative effort. Do not give charitable tax receipts to foundation and discourage corporations, if possible, from receiving a charitable tax receipt the corporation more easily deducts a business receipt. Do give business receipts to corporations and foundations. Do work with your Finance and Administration team to establish receipting guidelines for all types of events. Do know the basics for receipting the difference between a gift and not a gift according to CRA. Prepared by Southlake Regional Health Centre Foundation and Sunnybrook & Womens Foundation for 2005 AFP Congress   CJCJ$aJ$ 5CJ$aJ$+HWXLM89F 0 $a$ 0 1 45   ,1h/ =!"#$%  i8@8 NormalCJ_HaJmH sH tH <A@< Default Paragraph Font@@  Balloon TextCJOJQJ^JaJ,@, Header  !, @, Footer  !+HWXLM89F01 4 5 0000000000000000000000000000000000000000@0@00@0 0sssv 0      FF  SSRandallC:\Documents and Settings\SSRandall\Application Data\Microsoft\Word\AutoRecovery save of Events Networking Group - dos and donts of third party events.asd SSRandall0I:\AFP Handout - Third Party Do's and Don'ts.doc SSRandall0I:\AFP Handout - Third Party Do's and Don'ts.docc~y*>*^*`>o(. ^`hH. pLp^p`LhH. @ @ ^@ `hH. ^`hH. L^`LhH. ^`hH. ^`hH. PLP^P`LhH.c~"'        @ i `@UnknownGz Times New Roman5Symbol3& z Arial5& zaTahoma"qh-F-F)F6 l !r0d >3QHEvents Networking Group (E Greg Baker SSRandallOh+'0 $0 L X d p|Events Networking Group (Even Greg Bakeroregreg Normal.doto SSRandallo2RaMicrosoft Word 9.0r@ @m@@6 ՜.+,D՜.+,H hp|   GG  Events Networking Group (E Title8_AdHocReviewCycleID_EmailSubject _AuthorEmail_AuthorEmailDisplayName)AFP MaterialsspGregWB@rogers.comyNGGWBB@r !"#$%&'*Root Entry FA,1TableWordDocument.SummaryInformation(DocumentSummaryInformation8 CompObjjObjectPoolAA  FMicrosoft Word Document MSWordDocWord.Document.89q