Chest Heart & Stroke Scotland

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1 Chest Heart & Stroke Scotland Thank you for choosing to fundraise for Chest Heart & Stroke Scotland We really appreciate and value your support. This guide offers ideas and advice to help make your fundraising as successful and enjoyable as possible. Remember: We are here to help so please do get in touch with your regional fundraiser if you have any questions, would like additional materials or just want to chat about your ideas.

2 THE STEP BY STEP GUIDE FOR FUNDRAISING Step one Choose your fundraising idea Pick an event or activity you would like to organise or take part in to raise money for Chest Heart & Stroke Scotland (CHSS). Stuck for ideas? Think about who you can fundraise with e.g. your friends, family, work colleagues, sports team, social group or club and think of an activity you would all enjoy. You can also focus your fundraising around a key date e.g. Burns Night, Easter, St Andrews Day or a day special to you i.e. birthday or wedding anniversary. Here are some ideas: Fundraising Ideas Dinner and/or Disco Ceilidh or Ball Dress down day at work, or a dress up day at school Karaoke night or Quiz night at a local pub or club Wii challenge or computer game night Car boot sale (have a clear out and attend one in your area) Sponsored activities - shave/wax/silence/etc. Tombola/raffle (if all the tickets are sold and the winner(s) drawn at the same event, you do not need a gaming licence) Golf day or sporting competition Office swear box Cake sales, coffee mornings or office baking competition Auction of promises or skills Look after a collection tin in your local shop or pub or collect at home with a home collection box Make a donation in return for favours at your wedding CHSS pin badges and trolley tokens available Maybe you have your own great idea that no-one has done before or alternatively you can also take part in one of Chest Heart & Stroke Scotland s exciting organised events or get walking or running as part of our Happy Feet Team. If you are interested in fundraising with your school then please ask about our fun filled Active Expressions programme.

3 Step two Let us know what you are doing Get in touch with your regional fundraising advisor (see back cover) or fill out the About My Fundraising form to register and get some advice and support from CHSS. We are here to help you! This is also the opportunity to order any CHSS fundraising materials you may need. Step three Preparation Make a simple plan of who and what will be involved in your fundraising and what resources you will need. You may need to buy or make materials so set aside plenty of time when planning your activity or event. Read our important information for fundraising to help with this. Step four Tell everyone! The best way to promote your event and make your fundraising a success is to tell everyone what you are doing. You ll be surprised how generous people can be both in terms of funds, time and skills. Write to your local paper or contact your regional fundraiser* to help you arrange this. You can also reach out to those people you don t see everyday via through setting up your own personal online fundraising page at For more tips see the Sponsored Fundraising section overleaf. Step five Hold your event or complete your activity If you re holding your event outdoors then be prepared for all weather conditions, if necessary consider making a contingency plan! Most importantly have fun and enjoy your fundraising! Step six Collect in your fundraising money and send it in Collect in all the money you ve raised and pay it in (ideally within 2-3 months of the completion of your fundraising event/activity). This ensures your money can start making a difference as soon as possible. Please make any cheques payable to Chest Heart & Stroke Scotland and return them with our Money Return Form to your regional office*. Alternatively you can also pay online via chss.org.uk/donate or over the phone*. *Please see back cover for regional contact details

4 If you are getting sponsored for your fundraising we can provide you with official CHSS sponsor forms to help you ask your friends, family and work colleagues for support. You can also set up an online sponsor page at chss.org.uk/set-up-my-page To make your sponsorship raising a success why not follow these simple steps? 1. Get a generous sponsor at the top of each sheet to set the standard that others might follow. 2. Ask your sponsors for their donations up front to save you chasing them all up after the event. 3. Ask your sponsors to complete their full home address and tick the Gift Aid column if they are UK tax payers. This will enable us to claim 25% more on their donation from the taxman. 4.Please remember to send your sponsor forms in with your money so that CHSS can process any donations with Gift Aid. Tips for using online sponsorship pages Creating an online personalised fundraising page at is quick and easy to do. There s a step by step guide on the website. To get the most from this method of collecting sponsorship you should: Add a photograph and some inspiring text about yourself and your exciting event or challenge. the link to your personal page to everyone you know and they can then visit the page and sponsor you online. Post the page on your Facebook page or other social networking site Update the page regularly with the progress of your preparation for your fundraising challenge or event Don t forget to update the total raised offline to cover the funds donated on your paper sponsor forms and help your total to grow Justgiving pay the money donated including Gift Aid direct to CHSS so you don t have to collect in the online donations yourself.

5 Can your employer double your funds? Many employers will offer to match, in part or full, charity funds raised by their employees. Chat to your company charity representative, your boss or HR department to find out if your employer operates a matched giving scheme. If not, they may still be willing to sponsor you as a company or donate materials. Other ways to generate sponsorship If you are a regular fundraiser or if you d prefer not to ask for sponsorship directly why not try the following: Create your own game of chance as an alternative e.g. Guess my finish time or finish position. Make up a sheet with a number of different alternatives around what you expect to achieve in the event (e.g. finish time) and put alongside spaces for the name of the person who buys that option. Whoever gets it correct or nearest to the right answer wins a prize a box of chocolates or something of your own choosing.this method can be used alongside traditional sponsorship requests to help reach your fundraising goal.

6 Important information - The legal and health & safety side of your fundraising. We are absolutely delighted that you are fundraising in aid of CHSS; however, it s really important that you keep your fundraising safe and comply with charity law. We have put together some key information and tips below, and don t forget, we are here to help you at every stage of your fundraising by answering any questions and providing any advice you might need. DOs and DON Ts DO call your regional CHSS fundraising contact to let us know what you are doing. DO keep in touch with us should you have any questions or need advice. DO tell your sponsors/donors if any costs associated with your fundraising are being taken from the funds they are donating this is a legal requirement. When doing this, you must keep a careful record of all income / expenditure associated with your event and notify your regional CHSS fundraiser. To comply with the law, you must state all profits will go to Chest Heart & Stroke Scotland. DO keep a record of the amounts donated or pledged by all donors and any other activities used to fundraise DO please return any sponsorship forms to CHSS along with the amount you have raised, and make sure all your sponsors have used their home address with postcode for Gift Aid. DO obtain a licence from your local authority for any of the following activities; music and dancing, sale of alcohol, extended hours and provision of food or drink. DO ensure all fundraising or marketing materials you produce always say In aid of Chest Heart & Stroke Scotland and have the text Registered Charity No. SC at the bottom of the page. Please contact your regional CHSS fundraiser if you would like an electronic version of our logo. DO ensure that you liaise early with anyone who may be affected by your event and keep them informed of progress DON T fundraise or hold collections on private property (including shopping centres and pubs) without first obtaining permission from the owner. DON T fundraise or hold collections in any public place or house to house without first contacting your regional fundraiser for advice as a collector s licence is normally required from the local authority. DON T organise a raffle or lottery without first contacting your regional fundraiser in case a gaming licence is required. DON T act as a representative of CHSS. As a valued community fundraiser we are extremely grateful for your support, but because we are not in control of your fundraising, we cannot give you the authority to represent or act on behalf of the organisation. DON T let young persons or vulnerable adults collect money. Those collecting money must be over 16. DON T do anything that might attract negative or inappropriate publicity for CHSS, you or your event. We are always available to help and give you any advice and information, but for more guidance on the legalities of fundraising, please consult the Institute of Fundraising Codes of Practice at:

7 Insurance If you are taking part in a fundraising challenge organised by CHSS, there will be 10million public liability insurance in place. However, please note that this is not a personal accident insurance and you should consider taking this out through your household policy. If you are taking part in an event held by another company or organisation (e.g. The Great Scottish Run or an overseas challenge), CHSS s public liability insurance does not cover you, and we cannot be held liable for your safety. You should check with the organiser of the specific event or challenge what level of public liability insurance they provide. Again, you may wish to take out your own personal accident insurance. If your event or challenge is self-organised there will be no public liability insurance in place, unless it is provided by a venue you are using. We strongly advise you to check these details out with any venue and consider taking out your own insurance if necessary. Health & Safety Make sure you consider from the beginning if your fundraising idea will be safe for you, others taking part and anyone else who might be affected. Consider what things might be hazardous or unsafe or too risky and how these things can be made safe. Consider particularly how children, young persons and vulnerable adults may be affected. Ensure any venue you are planning to use is suitable for your event, has adequate lighting and sanitary facilities and good access. Arrange a site visit in advance with any venue to discuss your event. Make sure that your fundraising is adequately supervised or marshalled and provide helpers with information and instructions, especially if they are new or inexperienced. Consider having appropriate medical or First Aid cover for your event. Contact St Andrew s Ambulance or the Red Cross for further guidance. Make sure there is a working telephone available. Keep money in a lockable box and ensure that it is counted by two independent people who sign off on the total amount raised. If your event involves putting up signs, road crossings, crowds or car parking or might affect road traffic or pedestrians, you should liaise with the local police and local authority who can advise on this

8 We hope this guide has provided you with some helpful information and once again, our sincere thanks for choosing to support CHSS. Whatever fundraising you decide to undertake, remember the golden rule, if you have any concerns, doubts or questions about anything; please get in touch with your CHSS Regional Fundraiser. KW ZE HS IV AB PH DD PA FK KY G KA ML EH TD DG We re here to help - Contact your Regional Fundraising Advisor North - Paul Corrigan paul.corrigan@chss.org.uk West - Andrea McIntyre andrea.mcintyre@chss.org.uk East - Alison Acosta alison.acosta@chss.org.uk

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