FUNDRAISING PLAYBOOK. Win The Neighborhood Plan & CONTEST

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Carmel Jefferson
5 years ago
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1 FUNDRAISING PLAYBOOK Win The Neighborhood Plan & CONTEST 1

2 INTRODUCTION At The Pizza Press, we believe in being an active part of the community By welcoming organizations to host fundraisers with us, we are opening the door for new customers to discover who we are. Our objective is execute low-cost ways to integrate into the community and create local, repeat business. Our program is performance-based, so no money is paid until after income is generated. Second, it s about creating a positive experience for the organization to encourage them to book additional fundraisers with us in the future. Experience creates repeat business, so let s give them a newsworthy one! To make it fun, we are introducing a Fundraising Challenge Two (2) Driven Franchisee Owners will receive $1,500 in CASH ARE YOU IN? 2

3 KEY OBJECTIVES Leverage Fundraisers to Create New Customers and Engage with the Community: RAISING MONEY FOR CAUSES WE SUPPORT RE-ENGAGING CURRENT DONORS ACQUIRING NEW DONORS CREATING A RECURRING PROGRAM INCREASING SALES ON SLOWER NIGHTS EXECUTING A LOW-COST WAY TO INTEGRATE INTO COMMUNITY CREATING LOCAL, REPEAT BUSINESS 3

4 FUNDRAISING ROADMAP 4

5 FUNDRAISING SOP Fundraiser submissions are automatically received by Corporate, who forwards them to the appropriate store leadership. Store leadership decides on which fundraisers to approve. After approval, Fundraiser Guidelines are sent to the applicants to review. Once Corporate receives the signed copy, Marketing will send the creative for social/ to the organization and marketing collateral files will be sent out to the Store with instructions for local print. We recommend having a stock of shirts to distribute to the organization at the time of the event The partnering organization is encouraged to set up a table display where they can have fliers and other pertinent information. We ask that a representative of the organization be present during the entire event Checks will be in the mail no later than the Friday following the event. We will need the following info: Name of the Organization, Mailing & Physical Address, Phone Number, & 501(c)(3) info. We also ask that store leadership please provide the revenue generated by the fundraiser and what amount will be cut back to the organization. As a rule of thumb, fundraiser funds can never go to an individual. The Pizza Press does not commit to any fundraisers with only an individual beneficiary because we must to be able to obtain a W9 if needed. *Fundraisers should be planned at least 2 weeks in advance 5

6 KEY REQUIREMENTS Commit to recurring events (if they are successful in marketing their event) a. Best Practice is to give every cause a second chance to perform Select either All Day 15% of gross sales or 3 hour event for 25% of gross sales (both percentages exclude alcohol and tax) Educate partnering organization and build value in power of social and in making their event a success Agreement from the Organization to be present for the entire event Organization must commit to promoting the fundraiser internally 6

7 SCRIPTING (PHONE) Store Leadership: Hello, my name is. I m calling from The Pizza Press, a new build-your-own pizza concept and wanted to discuss the opportunity of hosting a fundraiser for your organization. We have a limited number of opportunities available and are looking to partner with local organizations that focus on causes we support. Your organization is a great fit because of your commitment to (kids/schools/families/communities/neighborhood/town) PICK ONE One fundamental pillar of our business is our dedication to being involved in our local community. If you re interested, we offer two different options to cater to your specific organization s needs. These include: Gross 15% Full Day * Gross 25% in 5-8pm or 6-9pm window* *excludes alcohol We are excited to help raise funds for you and hope this partnership can blossom into a beneficial relationship with The Pizza Press. 7

8 SCRIPTING ( FOLLOW UP) Assuming the phone call went well, continue the conversation through by following up and providing more information. Store Leadership: Hi, It was great speaking with you and we can t wait to support your organization! Here s what we ll need: - Agreement to generate at least 20 people to support your cause per fundraiser A commitment to promote the event both internally and through various channels (word of mouth, social, , etc) Days we have available: Monday, Tuesday & Wednesday As discussed, we offer an all-day event, with your organization earning 15% of gross sales or a three hour event, in which you ll earn 25% of gross sales. Let me know a few dates that work best for you and we ll get you added to the calendar. Best, [ Signature] 8

9 SCRIPTING ( THANK YOU) After the fundraiser, a thank you should be sent to the organization s point of contact Hi, BREAKING: We RAISED some dough! In total, we raised $XXXX for [name of organization] We would love the opportunity to welcome you back, so please keep The Pizza Press in mind when planning your next fundraiser! Again, congratulations! Your earnings from the event are on their way to you. Thanks so much, [Signature] 9

10 GOALS 75% Local store participation/implementation Individual Stores show a +20% in Week over Week daily sales on Fundraiser Nights 270 Fundraisers booked across the brand by the end of the contest SUPPORT Fundraising Rollout Fundraising SOP Ops Toast POS Tracking Method Success Coaching and Questions Mark Miller: Eric Trejo: Fundraiser Promo Cards Localized Per Store Delivered Fundraising Flyer for Organization to Use to Promote their Event 10

11 LINK TO RESOURCES Fundraiser Letter Please download the fillable PDF and enter the information at the bottom in RED. Once your information has been added, please download PDF, sign above General Manager line and place in an envelope to deliver to local organizations. Please Note: Submit Form verbiage does not show up when you print this document. W9 The above link outlines the importance of W9 documents and why we need them Booking Calendar Use this to keep track of your fundraisers Fundraiser Flyers for Organizations (see next slide) Thank you Note (2 slides prior) 11

12 FUNDRAISING FLYERS We have created this flyer template to encourage organizations to aggressively advertise their event. Please fill in your store address, the name of the organization you re supporting and the city/state of the location. 12

FUNDRAISING FLYERS There will be two flyer creatives to choose from: Join Our Fundraiser Raise Dough There will also be two donation percentages, based

13 FUNDRAISING FLYERS There will be two flyer creatives to choose from: Join Our Fundraiser Raise Dough There will also be two donation percentages, based on the length of the event: 15% All Day 25% 3 Hours We can localize the creative for you, please submit a request through marketing@thepizzapress.com 13

14 FUNDRAISING FLYERS 14

15 PLAN OF ATTACK Identify key organizations to focus on Create your approach Activate your program Book 5 Fundraisers in your First month Book a total of 8 Fundraisers in your Second month Target is to book 12 recurring Fundraisers a month 15

16 CONTEST RULES OF ENGAGEMENT Contest Duration: 60 Days Official Start Date: September 1, 2018 Official End Date: October 31, 2018 What You Need to Submit by November 5, 2018 to be considered for Prizes: Fundraiser Bookings Calendar Total number of Fundraisers Booked Total number of Repeat Bookings Month over Month Daily Sales Data for Fundraiser Nights Leverage your Ground Game Take advantage of Back to School! Use the month of September to get a head start and book up October 16

17 CONTEST REWARDS GRAND PRIZE 1 The Store with the greatest number of booked events for a 6-month period $1500 towards your Local Marketing Budget GRAND PRIZE 2 The Store with the greatest sales improvement for Fundraiser Nights WoW $1500 towards your Local Marketing Budget 17

18 TIMELINE Challenge Starts - 9/4 Challenge Ends -10/31 Report on 2 Month Challenge - 11/15 Award Winner - 11/15 18

19 MANAGER RESOURCES: 19

20 Toast SOP Three basic steps to successfully run a fundraiser through your Point Of Sale. 1. Managers & Owners: Two main changes have taken place on the POS for ease of reporting, and running your Fundraiser. 1.A. In Dining options: Fundraiser has been added. This will simplify reporting as all fundraiser eligible sales will be consolidated to one area of reporting for donation calculation. During the fundraising hours you will need to do the following for each check: -Go to Dining Options -Select Fundraising -Verify the top left of the check says fundraising -Proceed as normal 1.B. In Pizza Menu: Fundraiser $1 Opt in has been added. This will give each guest an opportunity to donate an additional amount to the Fundraiser for that particular day. We encourage your staff to inform and promote fundraising at point of sale, give a brief overview of the cause they re supporting, and ask if they would like to donate an additional amount. 20

21 1.A. 1 Toast SOP 21

22 1.B. Toast SOP 22

23 Toast SOP: Reporting Reporting and donation calculations are a vital part of a successful fundraiser, it is key to creating a mutual and long lasting relationship with charitable organizations. 2. Managers & Owners: The fundraising performance and financial statistics can be found in various reports throughout the system; we have formalized a process where the critical data can all be found on the main Sales report 2.A. The Fundraiser $1 Opt in will reflect in the in the sales category section Fundraising the third graphic down on the left side of the main Sales report. The report will include both the total number of $1 donations, and the net amount that the organization will receive 100% of for that category. -In this example there are: 13 items for a $13 net donation for that category 2.B. All sales run through the Fundraising dining option during the fundraising timeframe will be reflected in dining option reporting, the fourth graphic down on the left side of the main Sales report. The report will include both the number of checks, and the net amount from which the donation will be calculated off of. By going to the Order details tab in the main Sales report, you can export a csv that will fully break down each check. -In this example there are: 8 orders for a net sales of $ $ x.25= $ Total donation for this 25% 3 hour fundraiser example: $13 + $39.13= $

24 Toast SOP: Reporting 2.A. & 2.B. 24

25 Toast SOP: Reporting 2.A & 2.B. 25

26 OUT OF THE BOX IDEAS CELEBRITY EDITOR NIGHT Host a celebrity night and ask local celebrities ~ mayor, news media personalities, city councilmen, well-known business owners ~ to serve guests and collect tips for the program. This can also be combined with the restaurant giving a percentage of the sales that night to the program. ROUND UP DONATION Ask guests if they re willing to donate their change to a specific cause/organization RESTAURANT NIGHT Host an event giving back to local organizations within the community while using their platform to gain exposure to people who may not have visited our restaurant otherwise 26

27 POTENTIAL ORGANIZATIONS Local Nonprofits: Boys & Girls Scout Groups: Schools: Local PTAs: Charities: Churches: youth groups Universities/Colleges: library, arts/theater department, Youth Sports Leagues: Little League, AYSO Soccer and Pop Warner Football, Basketball and Volleyball Leagues, Swim Teams and Gymnastics Centers, YMCA and Boys & Girls Clubs, Schools Sports Programs (private and public schools) Amateur Sports Leagues; Softball and Baseball, Basketball, Intramural Sports (local colleges), Some larger Fitness Centers offer programs athletics department, Greek system Pet Welfare Organizations: / Hospitals: Other Resources: Parks & Recreation Department, City Website, Google, Chamber of Commerce, Trade Area Survey 27

UCSF Community Fundraising Event Tool Kit

UCSF Community Fundraising Event Tool Kit Be a Community Fundraiser Thank you for your interest in supporting UCSF by hosting an event! UCSF is dedicated to promoting health worldwide through advanced