SOUTHWEST BEVERAGES®

7 Step Fundraising Process

7 Step Fundraising Process

Southwest Beverages® takes a comprehensive approach to its fundraising business firmly believing that each fundraising event is unique in, and, of itself. Accordingly, we have spent considerable time and money designing our proprietary, copyrighted seven-step fundraising process. We believe this seven-step process offers your organization the highest probability of achieving its fundraising objectives while, at the same time, minimizing your organization’s involvement in the process.

Step 1

Financial Objective Calculation

The first step in a successful fundraiser is to determine your financial objective. Using our proprietary, copyrighted financial objective workpaper and Event Profit Calculator you will quickly, and easily, determine your financial objective, the volume of Southwest Beverages® products needed to fund your objective and the number of selling participants.

Step 2

Broadcast Announcement Preparation

A critical element to the success of your fundraiser is to broadcast to your potential contributors the purpose of the fundraising event, its financial objective, the time-period for the event and the products to be offered. We will work with you to prepare your custom broadcast announcement. Your involvement in this process will be minimal, as Southwest Beverages® has extensive experience in drafting broadcast announcements.

Step 3

Preparation of Potential Donor E-mail lists.

The communication of your Broadcast Announcement to your potential donors will be through e-mails. Accordingly, it is your responsibility to prepare this e-mail list. Southwest Beverages® will provide you with the e-mail format. Unless you wish to send out your own e-mail blast, Southwest Beverages® will provide this service at our cost. Your involvement in this process will be minimal, as Southwest Beverages® has extensive experience in sending e-mail blasts. The broadcast announcement will contain an image of our product offerings.

Step 4

Sales Ordering

Fundraising sales can be made from our Southwest Beverages website, or via our cash/check sell sheet.

Step 5

Sales Summary Report

Unlike most fundraising organizations that leave the dreaded task of organizing and summarizing donors, sales and funds collected to their own creation, Southwest Beverages® will prepare your Sales Summary Report using its copyrighted, proprietary Sales Summary Reporting System. This system will provide you with a detailed summary of each donor’s credit card, cash or check order transaction for each of your order takers.

Step 6

Thank You Announcement

To lay a solid foundation for future fundraising events, it is extremely important that you acknowledge each of your contributing members. Accordingly, we will work with you to prepare your custom thank you announcement. Again, your involvement in this process will be minimal, as Southwest Beverages® has extensive experience in drafting broadcast thank you announcements.

Step 7

Product Distribution

Southwest Beverages® will timely deliver your order to the address provided on the Sales Order Form. Most orders will be delivered within three weeks of order placement. All products will be clearly marked as to brand and flavor. For each participant (order taker) we will provide you with a list of their donors’ product ordered. We will also provide you with a Southwest Beverages® shopping bag for each donor. It is your responsibility to sub-divide this order to your respective order takers for distribution to their donors.