No Event? No Problem: The Power of Grassroots Fundraising
Event Planning Kit FMNDKit_FD
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2015 Forget Me Not Days Event Kit
JuneisAlzheimer’sandBrainAwarenessMonth.
the seeds of hope.
Help us plant
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Table of Contents
Organizing a Successful Forget Me Not Days Event................................... 3
The Basics................................................................................................... 6
Before the Event......................................................................................... 7
Register Your Office........................................................................................7
Select a Forget Me Not Days Coordinator........................................................7
On-Demand Videos ........................................................................................7
Working with Alzheimer’s Association.............................................................8
Choosing a Collection Location.......................................................................8
Creating an Event Schedule..........................................................................10
Coordinating Volunteers ...............................................................................11
Ordering Supplies.........................................................................................12
Online Donations..........................................................................................12
After the Event......................................................................................... 13
Collection Total Submission Guidelines .........................................................13
Collection Goals...........................................................................................14
Awards.........................................................................................................14
Additional Fundraising Tips...................................................................... 15
Guidelines for Non-Canning Fundraisers for
Public Attendees...........................................................................................17
Volunteer Waiver...................................................................................... 18
Alzheimer’s Association Donation Receipt............................................... 19
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3. 3
Click here to view an on-demand video that walks you through every
stage of planning a successful Forget Me Not Days event!
Step 1: Mark your calendar
Forget Me Not Days 2015 will be held nationwide June 5 & 6, 2015.
Step 2: Register your office at http://bnk.rs/16w7HoO
Step 3: Select a Forget Me Not Days Coordinator and/or
committee to help plan the event.
View page 7 for additional tips.
This person or committee will be responsible for:
»» Contacting and working with the local Alzheimer’s
Association
–– Best to contact them within a week of registering for the event.
–– Click here to see what chapter you have been paired with.
–– View page 8 for tips on working with the Alzheimer’s
Association chapter.
»» Booking a collection site(s)
–– Book your collection site early!
–– Store fronts and downtown areas are popular spots.
–– View page 8 for details about securing your collection location(s).
»» Recruiting and coordinating volunteers
–– Create an event schedule with one- to two-hour shifts. See
page 10 for a sample.
–– Recruit as many volunteers as possible. Agents, family, friends,
and other groups make great volunteers!
–– Waivers: Return completed participant waivers via email to
Erica Smith at erica.smith@cnoinc.com by June 1.
–– View page 11 for more information on rallying your troops.
Changes from 2014
New! Collection Submission
Procedures: View page 13 for
more details.
New! Posters going digital: We
provide the files and you can choose
to print out on a color printer or
order through EPI.
New! Forget Me Not Days
Digital Newsletters: Our new way
to communicate with you.They will
be sent to coordinators via email—
stay tuned!
New! On-demand videos: Stay
tuned to the WIRe, Perspectives,
https://bspn.bankers.com/forget-
me-not-days, or the newsletters for
the latest releases.
New! Email and social media
templates to promote your event.
Organizing a Successful Forget Me Not Days Event
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»» Order Supplies (if needed)
–– Seeds, aprons, collection canisters and posters will be available
to order at https://bspn.bankers.com/epi.
Stay tuned to the FMND Newsletter to find out when
supplies are available to order!
–– Posters are going digital this year. You can choose to click here
and download the poster file to print on a color printer or
order through EPI.
–– If you would like large event signage, click here to access the two
versions and provide to your local print store for production.
–– If you did NOT participate in 2014, you will receive a starter kit
containing 10 aprons, 10 collection canisters, and one box of
seeds (1,000 packets).
–– Please use any supplies you have left over from last year, but you
may NOT use supplies left over from events prior to 2014 due
to rebranding of Bankers Life and the Alzheimer’s Association.
–– View page 12 for more information on ordering supplies.
»» Press and Publicity
Use the following press and publicity tools to promote your event
and collection results:
–– Put up posters
–– For pre- and post-event local press support, contact Jennifer
Born at jennifer.born@cnoinc.com with the following information:
Branch Information
• Branch office location:
City & State
• Collection date, location, & time
• Branch manager’s contact information:
Name, phone, & email
Media Outlets
• Please list the names of three local newspapers from your
area (i.e. Chicago Tribune)
• Please list the call letters of three local TV stations that are
in your viewing area (i.e. WMAQ-TV NBC 5 Chicago)
• Please list the call letters of three local radio stations in
your listening area (i.e. WBBM Newsradio 105.9FM)
–– New! Use Email and social media templates to promote your
event to friends and family
• Email: Click here to access email template and artwork.
• Social Media: Click here to access the two social media
post options available.
Links
Forget Me Not Days BSPN
Home Site
Registration Site
Order supplies
Total Submission Guidelines
Special Events Proposal Form
Waiver Forms
Donation Receipt
Business Donation Letter
BCLIC Version
Policyholder Donation Letter
BCLIC Version
Retail Store Permission
Letter Template
City Permit Request
Letter Template
Online Donation Page
Email Template
Social Media Template
For the latest stats, research,
and information about the
Alzheimer’s Association, visit
www.alz.org®.
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–– Do a Check Presentation Ceremony with your local chapter.
Click here to access the check template that can be taken to a
local printer.
Day of Event
–– Take Photos
• Make sure to take photos of your volunteers in action and
upload them to http://www.yogile.com/2015fmnd or email
them to Erica Smith at erica.smith@cnoinc.com.
We use these for FMND Magazine and other materials so
please include the following information with your photos:
BSO#_BranchCity_SequentialNumber
Example: 1052_TomsRiverNJ_001
We reserve the right to reproduce photos without permission.
–– Display event signage
• Let everyone know you’re collecting for the Alzheimer’s
Association by displaying event signage.
• If you would like event signage, click here to access the two
versions and provide to your local print store for production.
Mail your collections to the home office.
Your collections will still go to your local chapter!
–– Convert your collections to a Cashier’s Check made payable to
the Alzheimer’s Association.
–– Send your Cashier’s Check to the following address no later
than June 15, 2015:
CNO Financial Group
Attn: Erica Smith
11825 N. Pennsylvania Street
Carmel, IN 46032
–– IMPORTANT: If you have a fundraiser that falls after the June
15, 2015 deadline, contact Erica Smith at 317.817.2728 or
erica.smith@cnoinc.com immediately to make arrangements.
–– View page 13 for Collection Submission Guidelines
»» Guidelines for Non-Canning Events
–– If you wish to host a special event in addition to your canning
event, you must submit a special events proposal form no later
than March 30, 2015. Click here to access that form.
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Forget Me Not Days is Bankers Life’s signature charitable giving event to
benefit the Alzheimer’s Association. Each year, agents and employees
hit the streets to raise money and awareness for Alzheimer’s disease.
In exchange for a contribution, donors receive packets of Forget-Me-
Not flower seeds to be planted in honor of the more than five million
people with Alzheimer’s.
Our 13th annual event will take place on June 5 & 6, 2015.
One hundred percent of the proceeds go directly to the
Alzheimer’s Association.
The Basics
Contacts
Event Logistics
Erica Smith
erica.smith@cnoinc.com
P: 317.817.2728
Media
Jennifer Born
jennifer.born@cnoinc.com
Certificate of
Insurance Requests
Paul Podgorny
paul.podgorny@cnoinc.com
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Register Your Office
Visit http://bnk.rs/16w7HoO to register your office for Forget Me Not Days.
Select a Forget Me Not Days Coordinator
Choose a coordinator from your office to be in charge of planning the
event. It’s also recommended that you appoint a committee to help the
coordinator in the planning efforts.
If you are coordinating this year’s event, consider the tips below:
»» Book collection locations early
»» Call your Alzheimer’s Association within a week of registering.
Click here to see which chapter you are matched with.
»» Do a little planning each week leading up to the event.
»» Recruit as many volunteers as possible.
»» Keep your event manageable. It’s best to stick to collecting in
a couple locations—complicated “extra events” can be time
consuming and expensive.
»» Create an event schedule for the day of the event (see page 10
for example).
»» Don’t try to tackle too much alone—delegate some tasks to others.
On-Demand Videos
This year, on-demand training videos will be released leading
up to Forget Me Not Days 2015.
Stay tuned to the WIRe, Perspectives, https://bspn.bankers.com/
forget-me-not-days, or the newsletters coordinators will start to receive
upon registration to view these videos as they become available.
Before the Event
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Working with the Alzheimer’s Association
The Alzheimer’s Association has a network of over 80 chapters
nationwide. Click here to find out which chapter your office is
matched with.
Step 1: Call your local chapter as soon as possible.
Step 2: Share your event plan:
»» Collection Locations
»» Dates and Times
»» Expected number of volunteers
Step 3: Ask for the chapter’s feedback on your plan and, if possible,
if they can help recruit volunteers, speak to the branch, provide some
supplies—bracelets, pamphlets, etc, and/or attend the event.
Some large chapters may be able to offer their assistance promoting
the event or recruiting volunteers, but please keep in mind that many
chapters are small and only staffed by one or two part-time volunteers.
Chapters are extremely thankful for the funds you raise to support
their programs, but may not be as accessible as you would like. It’s
each branch’s responsibility to take ownership of its event and oversee
coordination and logistics.
Chosing a Collection Location
Picking a good location with heavy foot traffic is the best way to
increase your collection total.
Consider these suggestions:
»» Grocery/Department Stores
Setting up a table outside a busy a store guarantees a steady
stream of people who have their wallets on them!
General steps to reserve these locations:
1. Call the store manager to ask for permission to set up a
charity collection table in front of their store.
2. Explain that 100% of the donations collected benefit the
Alzheimer’s Association.
3. Mention the date, time, and number of volunteers you expect.
4. If the store asks you to submit a request in writing, click here to
download, personalize, and print the Retail Permit Template.
5. Some stores may request a copy of the Alzheimer’s Association
chapter’s 501(c) (3) letter proving that the chapter is a nonprofit
organization. You can request a copy from your local chapter.
6. A few weeks prior to your event, call to reconfirm your date
and time with the store.
Event Tip
Some stores will match your
collection amount at their location
with a “matching grant” contribution
of their own—instantly doubling
your collections!
Contacts
If you have trouble contacting
your chapter, please contact Erica
Smith at erica.smith@cnoinc.com
for assistance.
To learn more about the Alzheimer’s
Association, visit alz.org®.
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»» Downtown Areas
Street corners or train stations are popular spots for branches
located in busy downtown areas.
General steps to reserve these locations:
1. Contact your local government office—mayor, city hall,
town council, or village manager—and explain the event
(charitable collections on public streets are often called
“canning” or “tag day” events).
2. Mention that 100% of the donations collected benefit the
Alzheimer’s Association.
3. Provide the date, time, and number of volunteers you expect.
4. Ask if you need to obtain a charitable solicitation permit. If
so, make a list of the requirements necessary to qualify for
the permit.
5. Click here to download, personalize, and print the City Permit
Template if your town requires a written request for permission.
Certificate of
Liability
If a store requires a copy of the
Bankers Life certificate of liability,
email the following information to
Paul Podgorny at paul.podgorny@
cnoinc.com. Requests take at least
72 business hours.
• Name of store/company
• Complete address
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Creating an Event Schedule
Tips to keep in mind:
»» Divide your fundraising day(s) into 1- or 2-hour shifts.
»» Ask agents to sign up for one or more shifts.
»» Recruit other volunteers to fill in empty time slots, such as family members, friends, scout troops, etc.
»» Leave a set of supplies at the collection site for volunteers to share.
»» Appoint a coordinator to collect all of the donations at the end of the day and clean up the collection site.
Sample Event Schedule – Saturday, June 6
Collection Site 1:Walmart Collection Site 2: Main Street Market
Hours: 8am – 4pm Hours: 8am – 4pm
Total Volunteers: 8 agents Total Volunteers: 15 agents; 8 scouts
Supplies: Supplies:
»» Folding table (Ken bringing)
»» 3 posters
»» 3 aprons
»» 3 canisters
»» Half case of seeds (500)
»» 10 waters (Amy bringing)
»» Folding table (Market will provide)
»» 3 posters
»» 3 aprons (Scouts wearing uniforms)
»» 10 canisters (extra for scouts)
»» Half case of seeds (500)
»» 30 waters (Marty bringing)
Shift Volunteers Shift Volunteers
8am – 10am Amy, Ken,Tom 8am – 9am Marty, Cindy
10am – Noon Amy, Bill 9am – 10am Jen, Martha
Noon – 2pm Mark, Doug, Margaret 10am – 11am TJ, Carl, Phil
2pm – 4pm Mark, Nate 11am – Noon Phil,Aaron, Pam
4pm Coordinator picks up
donation
Noon – 1pm Allison, John
1pm – 2pm Bob, Scott
2pm – 4pm Dave, Mike, Boy Scout
Troop 110
4pm Coordinator picks up
donations
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Collection Total Submission Guidelines
This year, we are simplifying the process of submitting your collections by
having all branches mail their collections to the home office in the form
of the cashier’s check made payable to the Alzheimer’s Association.
All collections will still be given to your local Alzheimer’s Association
chapter. This new process is simply to create uniform procedures for
the submission and allow us to verify and credit you for your total
more efficiently.
Procedures and Submission Rules:
»» All Forget Me Not Days cash and coin collections must be
converted into a Cashier’s Check
»» Make payable to the Alzheimer’s Association
»» Write a memo on the front of the check stating:
–– Your BSO #
–– 2015 Forget Me Not Days
»» Collections may NOT for any reason be deposited in a personal or
business bank account. Converting collections to a Cashier’s Check
does NOT require the funds to be deposited in a bank account at all.
»» If you encounter a Cashier’s Check fee, be sure to mention
it’s for charity and you work for Bankers Life and ask them to
waive the fee. If they are unable to waive the fee at that point,
you may take the amount of the check out of the collections.
»» Send your Cashier’s checks along with any personal checks
collected to home office at the address below no later than
June 15, 2015.
CNO Financial Group
Attn: Erica Smith
11825 N. Pennsylvania Street
Carmel, IN 46032
»» Failure to submit your check by June 15, 2015 will make you
ineligible for the territory contest and any prizes UNLESS you make
other arrangements that have been approved by the home office.
–– If you have a fundraiser that falls after June 15, 2015,
contact Erica Smith at 317.817.2728 or erica.smith@cnoinc.com
immediately to see if other arrangements can be made.
After the Event
Remember—if it doesn’t
go directly to the
Alzheimer’s Association
to fund their programs,
it doesn’t count!
Please Note
Anything that can’t be converted
into a cashier’s check MAY NOT BE
INCLUDED IN COLLECTION TOTAL.
Which include, but are not limited to:
• Value of donated food
• Value of donated merchandise
(TVs, trips, gift cards, services, etc.)
• Cash or check donations that have
been promised, but not received
• Grants that have been promised,
but not received
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gratefully acknowledges a gift in association with
June 5 6, 2015
GIFT AMOUNT $
No goods or services were exchanged for this donation.
The Alzheimer’s Association is a 501(c)(3) non-profit, charitable, tax-exempt
organization dedicated to research, care and support services.
Federal Tax ID: 13-3039601
DATE
DONATED BY