Post on 25-Feb-2016
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Banking your moneyA STEP BY STEP GUIDE
STEP ONECOMPLETE A DONATION FORM
These are available in your registration pack, at Team Meetings and from our Treasurer
Please take some spares
Completing your Donation form
EVERY banking you hand in needs to be sent with a completed donation form. These are available in your registration pack, at Team Meetings and from our Treasurer. Please take some spares
Please provide a breakdown on the form of how your money was raised, for example, £50 Coffee morning, £120 Cake Sale, £75 Collection goblet, £20 Candle of Hope
For Candle of Hope donations, please include the total collected on the donation form, but there is a separate form available from the Candle of Hope team (or inside the candle bags) to be filled in by each donor where applicable, for Gift aid reasons
Gift Aid
For PERSONAL Donations ONLY, (this includes Candle of Hope bags) please ensure that the donors details are filled in correctly and completely and where relevant, the Gift aid section is completed
Gift Aid can only be ticked if the donor is currently a UK tax payer
Their details need to be completed in FULL, including a full HOME address and postcode (NOT a work address)
Only personally donated monies can qualify for Gift Aid, you cannot claim it on money received from multiple donors/sources i.e. cake sale, coffee morning, ticket sales, raffles etc. There is a separate section on the donation form for these non-gift aid able monies
STEP TWO
Hand your money and Donation form to our Treasurer and Accounting team
at a Team meeting/ Banking night or arrange an alternative drop off time and
place or invite us to your event to collect it
Contact our Treasurer Julia at
Julialchambers@aol.co.uk or call/text 07801 948 353
BANKING YOUR CASH
Counting your money
Where possible, please can you count your fundraising BEFORE bringing it to us for banking.
It takes time to verify how much you have collected. If you have counted and bagged it first, it is a big help.
Sometimes you may be issued with a receipt which states ‘uncounted’ or ‘unverified’. This will still be the same reference number you will need for your records, so keep it for when the amount is agreed with the banking team.
Your receipts
You should be issued a receipt for all monies handed in
This is important for your records. Keep this safe, you will need it to verify your off line donations
This receipt has a unique reference number in the top right corner
It will be filled in with details of your team and how your money was raised
STEP THREEAdding the funds to your team’s web page
Your On-line fundraising page
Once you have handed in your money and received your receipt, you need to enter the ‘gift’ onto your Team Fundraising page.
Sign in to your Participant zone, using the login you created when you registered
Click on the ‘Fundraising Progress’ tab
Click on ‘Enter New Gift’ . . .
Entering your BANKED fundraising
For items such as Cake sales, please enter the First name as ‘cake sale’ and the Last name as the reference number on your receipt
If it is a personal donation, you enter the name of donor plus your referenceYou do not need to fill in an email addressThen click on the tab ‘Additional gift entry fields’
The only extra field you need to complete is the ‘Recognition Name’Enter the name of the person or the event name e.g. Cake sale. This is how the donation will show up on your page
‘Yes, display the amount of this gift’ This must be ticked, or the amount will NOT show on your fundraising page
Enter the amount
Select whether the money you banked with us was Cash or Cheque
Click ‘Add’
If you enter an off-line donation without a reference code, it will NOT be verified and therefore will not be included in your total
raised
Your banked donation will then be reconciled with the ‘new gift’ that you have entered using the reference number you provided. Once the accounts team have verified the amount, it will then show on your fundraising page total
For On-Line donations, made via the website on either your team or individual fundraising pages. The amount will automatically appear and will be added to your own totalizer as well as the Team’s and Buckingham Relay’s
Your Incentive Points for
fundraising progress willthen automaticallybe updated as you
achieve each next target level
“
”UNITED WE ARE STRONGER
THAN CANCER!YOUR RELAY FOR LIFE EVENT IS THE CELEBRATION OF ALL THE FUNDRAISING YOU DO THROUGHOUT THE YEAR
SO DON’T FORGET TO BANK IT !!!