banking your money

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Banking your money A STEP BY STEP GUIDE

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Banking your money. A step by step guide . STEP ONE. COMPLETE 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. - PowerPoint PPT Presentation

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Page 1: Banking your money

Banking your moneyA STEP BY STEP GUIDE

Page 2: Banking your money

STEP ONECOMPLETE A DONATION FORM

These are available in your registration pack, at Team Meetings and from our Treasurer

Please take some spares

Page 3: Banking your money

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

Page 4: Banking your money

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

Page 5: Banking your money

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

[email protected] or call/text 07801 948 353

BANKING YOUR CASH

Page 6: Banking your money

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.

Page 7: Banking your money

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

Page 8: Banking your money

STEP THREEAdding the funds to your team’s web page

Page 9: Banking your money

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

Page 10: Banking your money

Click on the ‘Fundraising Progress’ tab

Click on ‘Enter New Gift’ . . .

Page 11: Banking your money

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

Page 12: Banking your money

‘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’

Page 13: Banking your money

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

Page 14: Banking your money

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

Page 15: Banking your money

”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 !!!