Evaluate and compare as many different products and companies as you like with this printable PDF!
This checklist offers an at-a-glance overview, logistical and planning considerations, and company-specific questions to help you decide which product fundraiser is best for your group.
To find the right product fundraiser for your group, answer questions such as:
What does your group represent?
When are the funds needed?
Do you need to store the products for any length of time?
Does the company take returns of leftover items?
Going through the questions on this checklist will help you gain clarity about what products to sell so your fundraiser will be a success! (More checklists here.)
Download it here as a PDF:
Fundraising Checklist: Choose the Right Product Fundraiser for Your Group
Choose the Right Product Fundraiser for Your Group
This checklist will help you evaluate and select a company and product.
Group Evaluation
Answer these questions about your group/resources; keep this information on hand when you talk with
potential fundraising companies:
At-A-Glance Overview
• Estimated number of sellers: _______________________________________________________
• Average age of seller: ____________________________________________________________
• Number of volunteers who can help manage the fundraiser: _______________________________
• What products/fundraisers have been popular: _________________________________________
• What products/fundraisers are favored by group members: ________________________________
• What does your group represent? (“healthy,” “fun,” “green,” etc.) ____________________________
• Are there any products that do not line up with your group’s philosophy and
should not be considered:__________________________________________________________
Logistical/Planning Considerations:
• Does your group have funds available for upfront expenditures? Yes / No _____________________
• Amount of available funds: _____________________________________________________
• Date funds are needed by: _________________________________________________________
• How far in advance does order need to be placed: _______________________________________
• Projected date of fundraiser: _______________________________________________________
• Is space available for inventory storage? Yes / No: ______________________________________
• What is preferable: _______________________________________________________________
– Order takers/catalog sales? ________ On-hand sales? ________
– Have sellers take home left over products, or where will product be kept? ________
– Or where will product be kept? __________________________________________________
Answer the following questions about each fundraising company (and its products) you are considering. Make additional copies for additional companies and products.
Company #1 & Product Evaluation:
Name of Company: ________________________________________________________________
Product(s) being considered: _______________________________________________________
Is this company…
• Well established and has a good reputation? Yes / No ____________________________________
• Recommended by others (either by referral or by testimonials provided by
company): Yes / No ______________________________________________________________
• Have we dealt with this company before? Yes / No ______________________________________
• Any Problems? _____________________________________________________________
• Does this company take returns if there is a leftover product? Yes / No _______________________
• Do they offer free shipping or low-cost shipping? Yes / No _________________________________
• Are there any guarantees or warranties? Yes / No _______________________________________
• What is the availability of customer service?____________________________________________
Is this fundraiser product…
• Something we’ve done before? Yes / No ______________________________________________
• If yes, was it successful? Yes / No _______________________________________________
• What changes should be made? ________________________________________________
• What is the profit potential (percent of profit, amount)? ____________________________________
• Are up-front costs required? _______________________________________________________
• Does the product line up with our philosophy? E.g., is it “green,” “healthy,”
below a specific dollar amount? _____________________________________________________
(More checklists here.)
Read this article online here Fundraising Checklist: Choose the Right Product Fundraiser for Your Group.
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