This document provides guidance for chairs of a school fundraising campaign run by Innisbrook. It outlines the key steps of the process, including getting set up, promoting the sale to families, managing orders and payments, receiving and distributing the products, and signing up for future campaigns. The process involves online tools to track sales and an email and video campaign from Innisbrook to generate interest. The overall goal is to raise money for the school with minimal work through this turnkey fundraising program.

1. What to Expect When You’re Fundraising
A how-to guide:
Raise a lot of money
in a littletime
with lesswork
Fall 2013 Chair Guide

2. Getting Ready

3. Important!
• Add our email address to your contact list to
ensure easy receipt of the emails Innisbrook
will send you:
CustomerService@Innisbrook.com
• Innisbrook will send you emails to keep you
organized and make the sale easy!
Innisbrook’s Awesome Customer Service:
1-800-334-8461
CustomerService@Innisbrook.com

4. Your Confirmation
• You’ll receive a sale
confirmation via email
– Confirm all information is correct
– Keep the confirmation where
you can easily access it for
reference
– Locate and record your
“password.” You’ll need it
throughout the sale process
Password

5. Chairperson’s Web-site
• Login to http://chair.innisbrook.com
– (find your login and password on your confirmation)
• Click on “Fall Catalog Fundraiser – 2013”

6. Entering Teacher Names
• Enter teacher names in advance to make life
easy – for you and your parents!

7. Sort Codes
• Sort codes should only be used by schools
distributing products by classroom
– Sort Codes must be numeric (no alpha characters or special characters)
– Sort Codes must be two digits
– Assign a unique code to each teacher

8. Entering Your Fundraising Goals
• Grow your sales by letting everyone know how the funds will be used
• Keep information basic – don’t try to list everything you do
• Innisbrook will create customized emails to forward to your school community
Enter Your Goals Here Receive Emails Like This

9. Receiving Your Materials
• Your materials ship to the address indicated on your
confirmation (double-check that it’s correct)
• You’ll receive an email notification of shipment
• Locate:
– Parent Instruction Letters
– Posters
– “Special Instructions Packet”
• Display Kits (if ordered) will ship separately

10. Parent Instruction Letters
• Insert the parent instruction letters into your school
packets before distributing them to students
• We recommend classroom distribution
Packet EnvelopeParent Instruction Letter

11. Our incredible contest will excite your families!
Front of Packet Envelope

12. Special Instructions Packet
• Contains important information and helpful
hints for your sale
• Store in a safe, easy-to-access place
• Contains your Kick-off DVD

13. Kick-off DVD
• Professionally produced
• Dynamic and energetic video will engage your
students and interest them in your sale
• Plan to show often during the sale!
• Includes:
– 3-5 minute kick-off video
– 30 second “mid-sale” commercial
– 30 second “end of sale” thank you

14. The Sale is On!

15. Kick-off!
• A live assembly is the BEST way to increase your sale!
– Tell why you’re raising money
– Demonstrate the prizes
– Your representative can help with more ideas!
• The kick-off DVD is a great enhancement for your sale.
Show often after your live kick-off

16. The First Day
• Distribute your catalog packets
• Keep a few extra packets in the office for
added students, lost packets, and for teachers
and staff use
• Make sure your daily announcements include
your sale information (goal, dates, prizes)

17. Promotional Emails
• Innisbrook will send 3 promotional emails to
forward to your school families
– Customized for your school
– Links have your school information encoded to save
parents time

18. Enhance and Excite!
• Talk to your representative for ideas to
promote and grow your sale:
– Live Kick-off Assembly
– Daily Turn-in Prizes
– Prize Patrol
– 15-item Prizes
– Limo Rides
– End of Sale Parties
– Principal Engagement

19. Chairperson’s Web-site
• Login to http://chair.innisbrook.com
– (find your login and password on your confirmation)
• Click on “Fall Catalog Fundraiser – 2013”

20. Watch Your Sale Grow!
• A multitude of reports help you easily identify
participants and check your progress

21. Adding An Order
• If an order form is returned to school, it’s easy to
add the order
• You can also make corrections to orders, student
names, teacher names, etc.

22. Recording Payments
• As you receive order vouchers and payments,
check money received against the voucher
• Record check # or note cash rec’d on voucher
• Forward the check or money to your treasurer
(following your group’s own procedures)
• Using the voucher information, enter payments
at the chairperson’s web-site
– We suggest entering payments weekly
– This process highlights any balances due, unpaid orders, or questionable orders

23. Enter Payments

24. The Last Day of Your Sale
• There may still be outstanding orders
– Remind teachers to submit any orders that may
still be in their classroom
– Send a final notice to parents as a reminder
– Teachers can send a reminder home with students
• Give yourself a week to receive all the “late”
orders from parents

25. A week later…
• View your Payment Due Report and Detail
Summary Report
– Look for any order or student duplications & correct
– Contact families for any monies due
– Delete unpaid orders if necessary
• Celebrate Your Success!
– Show the “end of sale” commercial from your kick-off
video (thanking the school families)
– Contact your representative

26. After the Sale

27. Be Prepared
• Print Your Detail Summary Report
– (http:chair.innisbrook.com, Fall Catalog Fundraiser-2013)
• Print “Innisbrook Orders are Here” flyer

28. Product Delivery
• You’ll receive an email once your order ships
– Innisbrook contracts with a trucking company to deliver your products
• The trucking company will call you directly to schedule an appointment,
or you can contact your local Fundraising Consultant for assistance
– Inform the school secretary of delivery date and ask her to call you
when the truck arrives
– Enlist volunteers to assist in unloading the truck
• We suggest you distribute on a day other than delivery day
– Send completed “Innisbrook Orders are Here” flyer once distribution
date is confirmed

29. The Truck Arrives!
• Verify the number of pallets and boxes match the bill of lading
– Record any damages or shortages on the bill of lading
• Place the boxes on end (like dominos or soldiers) in numerical order. This
will arrange them perfectly!

30. Distribution Day
• Store your Detail Summary Report in a convenient location
– Ask families to sign the report as confirmation of pickup
• Hang signs for easy distribution
– Alphabetical groupings (i.e. A-E, F-K, L-S, T-Z)
– Classroom groupings (teacher name, grades, etc.)
– Direct families to the appropriate sign
• Orders with less than six items will be
packed in class boxes
– Orders are individually bagged and labeled for
each student, so you can insert them in the line of boxed
orders

31. Distribution Day
• Store your Detail Summary Report in a
convenient location
– Ask families to sign the report as confirmation of
pickup
• Hang signs for easy distribution
– Alphabetical groupings (i.e. A-E, F-K, L-S, T-Z)
– Classroom groupings (teacher name, grades, etc.)
– Direct families to the appropriate sign

32. Congratulations!
• Guarantee the best sale dates and delivery dates by
signing up for the 2014 program now!
• Contact your local Fundraising Consultant to learn about
our other great programs!
Innisbrook School Supplies
Gourmet Cookie Dough & Frozen Foods
Fall 2013 Chair Guide