BE A SUCCESSFUL HEART WALK COACH

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1 BE A SUCCESSFUL HEART WALK COACH Coaches drive success. Get ready to lead your team all the way to the finish line by raising heart beats and raising funds! HOW DO I GET STARTED? STEP STEP STEP STEP STEP Register Follow the step-by-step instructions below. Make a personal gift We strongly encourage all Heart Walk participants to make a personal gift to jump start your team fundraising! Set a goal for your team Set a goal for your team of $1,000 or higher. Recruit your team members Set a date to get all of your team members recruited. Encourage & Execute Help make your team a success by asking each member to customize their w eb page w ith their personal story and share their page on their social channels! A FEW IDEAS: Challenge each walker on your team to raise $250 Lead by example with your personal fundraising Personalize your web page with your story and a picture or video Kick-off your team with a quick Heartwalking activity to raise heart beats Identify one Top Walker your team. A Top Walker is someone with a goal of $1,000 or more. This can even be you! Post on social media photos of you and your team Heartwalking to finish Heart Disease and Stroke when you make donation requests Ask for donations send s, texts and post to social media REGISTRATION INSTRUCTIONS + Go to uticaheartrunwalk.org, click Register Here & follow steps below + Choose Your Role Select Start a Team & follow prompts to choose your company, team name & goals + Create Your Login Follow prompts for Returning Participants and New Participants + Complete Your Profile Add your contact information + Personalize It Customize your web & mobile cause pages + Give a Personal Gift The best way to jump start your fundraising efforts is through a personal gift + Set Your Personal Fundraising Goal + Finish Your Registration You will be taken to your personal HQ for Heart Walk. Use your HQ to implement your personal fundraising campaign and manage your overall team fundraising

2 Team Competition America s Greatest Heart Run & Walk 2018 will be held on Saturday, March 3, 2018 at Utica College. It focuses attention on exercise as an important part of a heart healthy lifestyle. At the same time, it enhances the American Heart Association s ability to generate revenue from Run/Walk participants to have fun while supporting lifesaving heart disease research and education. Most runners and walkers are part of a team coordinated by a team captain. Participants qualify for incentives by raising money from friends, co-workers, family, etc. Those participants raising $500 or more are invited to the High 5 Club party on May 15, 2018 qualifying them for additional prizes. Participants raising $1,000 or more become Grand VIP members are invited to attend a Grand VIP reception and receive additional benefits during America s Greatest Heart Run & Walk. Teams will be organized by the AHA and compete in the following categories: Corporate (small & large businesses, retail hotels/motels) Institutions of Finance (banks, credit unions, savings & loan) Government Friends & Family (informal groups, in memory of or tribute) Schools Non Profits Colleges Insurance Organizations & Clubs (service, professional & Manufacturing social) Unions Fitness Veterans Organizations Counties (Lewis & North Country, Herkimer, Otsego, Madison, & Oneida) Fire Departments Healthcare Facilities Remember, participating in the Heart Run & Walk as a member of a team will increase the excitement of the event. There is no limit to the number of members on your team, but there is a minimum of five (5) people to be eligible for team competitions. Plaques will be awarded to teams in every category listed above for highest total dollars raised by five or more members.

3 Grand VIP Locally Sponsored by: An exclusive group of runners and walkers who have raised $1,000 or more for America s Greatest Heart Run & Walk Benefits include: Shuttle Service-private parking at the Holiday Inn-Burrstone Road for the Grand VIP and a guest to be shuttled to and from Utica College. A boxed breakfast, coffee & tea provided while you wait. An Invitation to the Grand VIP reception on May 15, 2018 which includes a wine bar and hor d ouvres. Special Overnight Rate at the Holiday Inn Food provided by Holiday Inn-Burrstone Road

4 High Five Club Member Be our Guest at the High Five Club Party on May 15, 2018! Any walker or runner raising $500 or more will be invited to a special evening with Food, Prizes and Entertainment All High Five Club Members will recieive a Gift Package For every $500 raised one ping pong ball will be placed in the hopper to be used for Grand Prize Selections Buffet Dinner Music by Sound Investment DJ Service Please note that all funds must be turned in no later than April 15, 2018 to qualify for ping pong balls Raise $500 and join us on May 15, 2018!

5 Red Cap Ambassador 2019 Heart diseases and stroke remain the No. 1 and No. 4 killers of Americans, although largely preventabl e. The American Heart Association (AHA) and America s Greatest Heart Run & Walk has grown in both participants and dollars because of the passion inspired by heart and stroke survivors known as Red Cap Ambassadors (RCA). They strive to educate and inform you of various heart disorders through their own personal experiences. They ask you, the participants, to instill their passion as you raise money that will be used for research and education. They hope the knowledge you gain from listening and/or reading their stories will make you want to involve your family, friends and colleagues on your team and fundraising efforts. Ambassadors are required to provide a survivor story along with a photograph. All selected RCA are also required to sign a talent release and HIPAA form. RCA will be featured on local media outlets. Responsibilities may include but are not limited to: Involvement at America s Greatest Heart Run & Walk (AGHRW) Media Kick Off held November of each year telling your personal story. Various interviews with local media outlets prior to Heart Weekend. Interviews throughout Heart Weekend. o Radiothon o Telethon o Local Media Outlets Other events that you may be asked to attend: o Rome Indoor Run/Walk o High 5 Party o Volunteer Party Do you know someone a coworker, a family member or a friend whose health has been affected by heart disease or stroke? Do you think they would be a great fit as a Red Cap Ambassador? Please share with us their story. Nominations are due no later than July, 1, 2018 and can be submitted to: ing the completed form to: heartofutica@heart.org Faxing the completed form to: Mailing the completed form to: American Heart Association Red Cap Ambassador 125 Business Park Drive Suite #106 Utica, NY Questions? Call

6 Red Cap Ambassador 2019 Nominee Information: Name: Birth Year: Address: Male: Female : City: State: Zip: Phone: Heart Survivor Stroke Survivor Nominated by: Name: Relationship to Nominee: Phone: How have you or your nominee been effected by heart disease or stroke? Why do you think this person should be a Red Cap Ambassador?

7 Ideas for Wrap-Around Events To Raise Money for Your Team Have-A-Heart Sale: sell hearts in cafeteria, lobby, etc. (see enclosed sheets regarding selling hearts) Raffles! Whether 50/50 or to win a donated gift certificate/prize, selling raffle tickets monthly can contribute to your team total and raise awareness of the Run/Walk. Raffle a day off! Holiday gift wrap service/sell holiday plants Dress Down Day/Jeans Day (Get the Monday Blues) Donation jars in places of business Pot luck lunches at work Monthly Bake Sales Bagel or Pizza Days Used Book Sale! Ask your co-workers to donate books they have already read and have a giant book sale to benefit your team. Sell snacks for a $1 or more purchased by the case from stores that sell in bulk. Have your CEO or manager write a letter to your company s vendors asking them to sponsor your team (sample letter attached). Bottles and cans redemptions Car Washes. Ask your CEO to volunteer to be a washer and charge extra for the CEO wash. Send a letter to friends, family, neighbors, co-workers, people you do business with, etc. Dedicate your personal effort to someone you know who has been touched by heart disease or stroke. Tell your story in a letter and why you feel it s important to walk and raise money American Heart Association has sample letters available. Enclose a self-addressed stamped envelope for best results. Every little bit helps roll that extra change you have in a jar on your dresser! Ask your coworkers to do the same and donate it to your team. Remember to share this information with your team members!

8 America s Greatest Heart Run & Walk Once completed, mail to: American Heart Association Attention: Matching Gifts 5 Brookside Drive Wallingford, CT FDAMatchingGift@Heart.org

9 AMERICAN HEART ASSOCIATION THIRD PARTY FUNDRAISING GUIDELINES BACKGROUND: Third party fundraisers are implemented by outside organizations and companies for the benefit of the American Heart Association, with no assistance from the AHA. This better allows staff to focus on core fundraising activities. The donor must be respected in the community and one whose reputation will enhance the AHA s public image. Under no circumstance, will AHA provide logo usage rights for third-party fundraisers. However, organizations may indicate that the donations are being made to the American Heart Association and or its mission. Note: These guidelines do not apply to organizations/companies with which AHA has formed a relationship such as corporations, strategic alliances and media partnerships. For these relationships, please refer to the appropriate guidelines. RATIONALE: The AHA utilizes this fund-raising strategy to continue to receive fundraising dollars for the mission while minimizing staff resources. GUIDELINES: Third party fundraisers run the gamut, from simple to complex, and are illustrated by the following examples: Level ONE (Community-based): A high school student group wishes to conduct a car wash and give the proceeds to the AHA. An organization wishes to conduct a golf tournament and give the net proceeds (or a portion thereof) to the AHA. All funds will be generated from within its membership. Level TWO (Community-based): An organization wishes to conduct a golf tournament and give the net proceeds (or a portion thereof) to the AHA. The organization plans to solicit local sponsorships (that should be consistent with AHA policies) and players from the community at large. Level THREE (multi-affiliate, or national): An organization w ishes to conduct a fundraiser across multiple affiliates or nationally. These requests must come to the National Center.

10 Criteria To Use When Entering Third Party Fundraising Relationships: The following criteria will apply to all third party fundraisers conducted on behalf of the AHA: 1. Fundraisers should not compete with AHA s core fundraising activities. 2. No fundraiser, which involves agreement with any organization or individual to raise funds on a commission, bonus or percentage basis, will be considered. 3. No fundraiser will be considered if it involves the sale of tickets, products, or services by use of the telephone. 4. The sponsoring organization is responsible for all sales, marketing and promotion of the event. This is important so that AHA can minimize its time spent on these activities and focus on the core fundraising strategies. AHA must have a passive relationship with no meaningful involvement. 5. Hazardous events (like skydiving) will be reviewed by the AHA prior to any verbal or written confirmation to accept funds so we can determine any potential liability to the AHA. 6. Third-party fundraisers which cross AHA affiliate boundaries should contact the National Center. 7. If only a portion of the proceeds will go directly to the AHA, the sponsoring organization must clearly disclose to purchasers, participants, etc., the approximate amount of dollars and/or percent of the proceeds that will go to the AHA. (Example: organization will donate $1 from every sale of its embroidered heart to the AHA.) We encourage individuals to talk with their lawyers on this issue, as the AHA cannot provide legal advice to them. Any commercial co-venture MUST include a contract and follow AHA legal procedures. 8. Publicity and/or promotional materials (brochures, etc.) or advertising/public relations released to the mass media (newspapers, magazines, radio, TV) referencing the AHA as a beneficiary of funds requires advance approval from the appropriate AHA communications staff. If the activity is locally based, the local communications director can facilitate approval. If it cuts across affiliate boundaries, media materials require approval by the National Center communications staff. Local publicity and/or promotional materials that do not utilize the mass media and do not reference the AHA do not require advance approval from the AHA. National Center must be made aware of any national media which the originator of the fundraiser would like to contact so we can assure that AHA inclusion does not compete with other media relations for core AHA activities. 9. The AHA will not supply any funding to finance a third party fundraiser and will not be responsible for any debts incurred. This will be conveyed in an initial fund acceptance letter. 10. Level One and Two fundraisers do not require review by National Center. All information should be entered in Siebel or other account management software. 11. Any use of the AHA servicemarks (logo usage rights) is prohibited. All print and collateral materials referencing the AHA as a recipient of funds must be approved by appropriate AHA staff and comply with existing Corporate Relations and Communications guidelines. By no means will there be allowance for references on product or product packaging. The rules and policies regarding corporate promotions are set forth in the current Corporate Relations Policy found on the OCEO intranet site. The rules and policies regarding strategic alliances and media relationships are set forth in MOUs.

11 12. Use of the AHA s tax identification number by the third party organization is never allowed. All checks from participants of third party events and programs, whether they are local, affiliate-wide or national, must be made out to the third party organization, not the AHA. Otherwise, for Level One and Level Two initiatives, funds will go directly to the local office or affiliate office. Dollars from third-party fundraisers that span more than one affiliate must come to the National Center, and where monies will be divided evenly among affiliates at the end of the fiscal year. 13. Prior to the fundraiser, the organization must outline how it will be raising funds for the AHA. 14. The sponsoring organization should provide the AHA with a list of targeted corporate sponsors. AHA reserves the right to exclude solicitation of specific sponsors. The donor should not use the AHA name to solicit its own sponsors, but can say the AHA is the beneficiary of its activity. 15. The donor should provide the AHA with a summary of results relevant to the event/program. 16. Corporate Relations Policy must be followed. No alcohol, tobacco or confectionaries will be considered. No games of chance (lottery, raffle, sweepstakes and drawing). Any food and beverage must first meet AHA Food Certification criteria. All organizations and their products (if any) must meet current AHA science guidelines. 17. The third party fundraiser/funder must receive an acceptance or declination letter from the AHA. In the case of an acceptance letter, the acceptance letter must be approved by Legal to assure that there is no liability to AHA. There should be no material liability exposure to AHA if AHA s involvement is passive as the charitable recipient of funds without involvement in the planning, promotion or conduct of the third party event.

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