Welcome to the American Stroke Association’s Train To End Stroke marathon training program! We are excited to have you on the Team and helping raise important funds for stroke research, education and advocacy programs! You have joined an extraordinary group of individuals who are going to be accomplishing an amazing goal…completing a 26.2 mile marathon or a 13.1 mile half marathon. And you have added another component to this endeavor…you are doing this not just to improve your health and accomplish a personal goal, but for an important cause…you are fundraising and training to end stroke! On behalf of the stroke survivors in our community, thank you for your efforts. Just as these survivors have had to re-learn various skills and learn new ways of doing things after their strokes, you will be learning new skills and developing new habits to reach your goals in training and fundraising. Our Stroke Heroes will inspire you and help you stay motivated and on course. By joining Train To End Stroke, you have started on a wonderful 5-month journey. The American Stroke Association coaches, Stroke Heroes, staff and volunteers will make sure you are supported every step of the way. We appreciate your commitment to Train To End Stroke and look forward to cheering you across the marathon finish line in June! On your mark, get set, go. Train To End Stroke! Sincerely Rebecca Weaver Vice President – Train To End Stroke Pacific/Mountain Affiliate Table of Contents I. American Stroke Association Overview Information and statistics on stroke II. Train To End Stroke Overview III. Program Policies IV. Train To End Stroke Team Program contact names, phone numbers, addresses V. The Stroke Hero Program Staying Motivated VII. Important Dates and Deadlines VIII. Fundraising Basics ABC’s Getting Started Letter Writing Campaign Sample letters and response form Follow-up Other Ways to Raise Funds Events, Activities and Work-related IX. The Check is in the Mail What to do with Donations X. How To Use Your Kintera Website (Refer to handout/instruction given by local ASA Staff) XI. Travel Information 2 03/03/16 American Stroke Association Overview For over 50 years, the American Heart Association, a national voluntary health agency, has been dedicated to funding research to learn about preventing and treating heart disease and stroke and has developed programs to educate the public about these deadly diseases. The American Stroke Association (ASA) was created in 1997 as a new division of the American Heart Association to bring increased awareness and funding for research and services specifically focused on stroke, stroke survivors and stroke prevention. Since its inception, ASA has established important organizational goals: teach people the warning signs of stroke; fund research to find ways to prevent stroke; develop guidelines for physicians to treat people with stroke; and provide stroke survivors and their families a place to get answers after a stroke. Impact of Stroke A stroke is a type of cardiovascular disease. It affects the arteries leading to and within the brain. A stroke occurs when a blood vessel that carries oxygen and nutrients to the brain is either blocked by a blood clot or bursts. When that happens, part of the brain can't get the blood and oxygen it needs, so it starts to die. And when nerve cells can’t function, the part of the body controlled by these cells can’t function either. The devastating effects of stroke are often permanent because dead brain cells aren’t replaced. The statistics are alarming: Every 45 seconds, someone in America has a stroke. In 3 minutes, someone will die of stroke. Stroke killed an estimated 163,000 each year, and is the third largest cause of death, ranking behind "diseases of the heart" and all forms of cancer. Stroke is a leading cause of serious, long-term disability in the United States. About 4,500,000 stroke survivors are alive today. About 700,000 people suffer a new or recurrent stroke each year. For every 5 deaths from stroke, 2 are men and 3 are women 2002 stroke death rates per 100,000 population for specific groups were 54 white males, 53 white females, 82 for black males and 72 for black females. American Stroke Association’s Mission, 10-Year Impact Goal The American Stroke Association exists to reduce death and disability from stroke through research, education, fundraising, and advocacy. By the year 2010, the American Stroke Association’s goal is to reduce stroke and risk of stroke by 25% through a variety of collaborative ventures and volunteer commitments at the local and national levels. 3 03/03/16 Stroke Warning Signs Almost everyone knows someone who has had a stroke. Yet, a majority of Americans can't name a single stroke warning sign. Even more alarming is that those people most likely to have a stroke-- the elderly and minorities - know the least about the warning signs. These are the warning signs of stroke everyone should know: Sudden numbness or weakness of the face, arm or leg, especially on one side of the body. Sudden confusion, trouble speaking or understanding. Sudden trouble seeing in one or both eyes. Sudden trouble walking, dizziness, loss of balance or coordination. Sudden, severe headache with no known cause. For years, there was no hope to get treatment for stroke. No hope to prevent a second stroke. No hope of being rehabilitated after a stroke. Times have changed! Now there is a medical treatment for stroke, but in order to get this treatment you must get medical help - immediately! Remember—Stroke is a medical emergency, call 911! Not only do you have to recognize that you are having a stroke and respond to it quickly, but the medical community in your area has to be prepared to treat stroke. This is why the American Stroke Association, a division of the American Heart Association, created the Operation Stroke program. Operation Stroke is a collaborative effort between the American Stroke Association, health care professionals, allied health providers, medical emergency responders, the media and civic leaders. The goals of Operation Stroke are: To motivate health care professionals to seek optimal outcomes for stroke patients through swift transport and evaluation for treatment To ensure that people receive the best stroke treatment possible by motivating them to recognize stroke symptoms and respond quickly Stroke Chain of Survival Operation Stroke mobilizes communities to improve the Stroke Chain of Survival. This 4 03/03/16 five-step process to increase treatments for stroke was developed by the American Stroke Association. The five links in the Stroke Chain of Survival are: 1) Rapid recognition of stroke signs and symptoms. Recognize the warning signs and note the time when they first occur. 2) Rapid activation of the Emergency Medical Services (EMS) system. Call 9-1-1 immediately. Tell them you’re having stroke warning signs. 3) Rapid EMS system transport and hospital pre-notification. Get to the hospital quickly via EMS - they will notify the emergency room. 4) Rapid start of pre-hospital care during EMS transport. Receive early assessments and care on the way to the hospital. 5) Rapid diagnosis and treatment at the hospital. Receive prompt evaluation of medical data and treatment to restore blood flow to the brain or other treatments as appropriate at the ER. Unfortunately, no link in the chain of survival is as strong as it could be. This is why Operation Stroke works to strengthen each link in the Stroke Chain of Survival simultaneously. They all depend on each other. The American Stroke Association's Acute Stroke Treatment Program offers hospitals the tools for implementing primary stroke centers. Stroke Centers have been shown to improve patient care and outcomes. The Acute Stroke Treatment Program was developed as a tool for Operation Stroke sites to strengthen the fifth link in the Stroke Chain of Survival –“Rapid diagnosis and treatment at the hospital." 5 03/03/16 Train To End Stroke Overview Train To End Stroke (TTES) is a fundraising program (open to individuals 15 years or older—some races are limited to 18 and over) to raise funds and awareness of stroke and stroke prevention. This year the American Stroke Association (ASA) will train thousands of walkers and runners across the country to participate in 26.2-mile marathons or 13.1-mile half marathons in our Train To End Stroke program. Whether you are a runner or walker, beginner or advanced, you will be provided a complete 5month training program under the guidance of experienced coaches. TTES team members raise important funds for the fight against stroke and receive team training with a coach and travel to the marathon site. You will participate in honor of someone who has experienced a stroke, a Stroke Hero. Stroke Heroes might be either stroke survivors or a loved one who may have died of stroke. What Train To End Stroke Provides You: Travel, accommodations and entry fee for selected event weekend Comprehensive training schedule and group training sessions Four to six month supervised coaching by experienced coaches Advice on nutrition, injury prevention and fitness topics Fundraising material, ideas and support Team camaraderie, events and activities How You Help ASA Through Train To End Stroke: Commitment to raise designated funds (including $100 non-deductible registration fee which counts toward your fundraising minimum) Commitment to train to run or walk the marathon or half-marathon The Fundraising Component of Train To End Stroke The TTES program is an important fundraising program of the American Stroke Association. We appreciate your involvement in helping raise funds for stroke research, education and advocacy programs. We want all team members to be successful in raising at least the minimum goal and have set up the program to provide as much support as possible through fundraising clinics, materials and staff support. Midway through the program, ASA must begin to pay for your marathon trip travel costs. At this time, we will ask each team member to recommit to the program, and to 6 03/03/16 guarantee his/her place on the team. In order to secure your spot on the team at Recommitment, we require at least 50% of your overall Fundraising Minimum be received at the lockbox, accounted for by local staff or on the donation report. If by the Recommitment date of October 12, 2005, you have not met your fundraising minimum or have not turned in the 50%, you will be required to provide us with a credit card number. At that time, we will charge you the 50% (or the difference to equal 50%). For example, if your Fundraising Minimum is $3600, by Recommitment you would have had to turn in $1800 in order to secure your spot. If you have only turned in $1200 at Recommitment, your credit card will be charged $600. This amount will be credited back to your card at the Fundraising Deadline if you have met your minimum. If you wish to cancel prior to the Fundraising Deadline, this money is not refundable. Participants who have at least 50% of their Fundraising Minimum turned in on the Recommitment date, will not be charged. Fundraising Deadlines Honolulu Marathon – November 28, 2005 P.F. Chang’s Rock ‘n Roll Marathon & ½ Marathon – January 2, 2005 How Much Do I Have to Raise? All participants must raise at least the fundraising minimum in order to travel to the marathon event, consult local TTES Staff for specific minimums. We cannot stress enough the importance of starting your fundraising right away! The sooner you get started on accomplishing your fundraising goal, the easier it will be to reach your goal. If you encounter difficulties, contact your ASA staff member to rework your fundraising plan and keep on track with this important component of the TTES program. 7 03/03/16 Program Policies As a team member of Train To End Stroke, you are now a part of an exciting, lifechanging experience. We appreciate your commitment and efforts which will help fund our mission of reducing disability and death from stroke. And we promise to provide you with the best possible service so that your experience with us is fun as well as rewarding. In order to help make this a great experience, we have put certain procedures and policies in place in order to ensure the program’s success. Required Forms All registered Train To End Stroke participants must complete the following forms: Registration Form – Administrative form for staff use. Volunteer Agreement Form – Form detailing your participation in the program. Outlines your commitment to ASA, our commitment to you, the fundraising minimum and the recommitment agreement. Release and Indemnification Form – Standard release form acknowledging your participation in Train To End Stroke as voluntary and that you certify you are in appropriate physical shape to participate. Emergency Contact and Fitness Questionnaire – The information requested on this form will be provided to your coach so that your training program can be created to suit your individual needs. *Recommitment Agreement Form – In order to secure your spot on the team Recommitment, we require at least 50% of your overall Fundraising Minimum be received at the lockbox, accounted for by local staff or on the donation report. If by the Recommitment date of October 12, 2005, you have not met your fundraising minimum or have not turned in the 50%, you will be required to provide us with a credit card number. At that time, we will charge you the 50% (or the difference to equal 50%). For example, if your Fundraising Minimum is $3600, by Recommitment you would have had to turn in $1800 in order to secure your spot. If you have only turned in $1200 at Recommitment, your credit card will be charged $600. This amount will be credited back to your card at the Fundraising Deadline if you have met your minimum. If you wish to cancel prior to the Fundraising Deadline, this money is not refundable. Participants who have at least 50% of their Fundraising Minimum turned in on the Recommitment date, will not be charged. In addition, if by the Fundraising Deadline you have not raised your entire minimum, we will charge your credit card for the difference to be raised as outlined on the Recommitment Form. *Travel Forms – Travel arrangement forms will be provided at a later date and will be due at recommitment. This will secure your airfare and hotel accommodations during the event weekend. 8 03/03/16 IRS Form W-9 – By law, the American Heart Association is required to issue 1099s to Train To End Stroke participants if the if the value of the goods received from the AHA is greater than $600. To complete the form 1099, participants complete Form W-9. *Will be completed after registration. All other forms should be completed upon registration. Fundraising Policies Each Train To End Stroke participant agrees to raise the minimum fundraising amount of in order to participate in the program. Each participant in Train To End Stroke will raise funds toward his/her fundraising minimum. All donations received on behalf of a participant will apply only to that team member. Participants may not transfer funds to another Train To End Stroke participant. Any funds donated to the American Stroke Association are charitable contributions and are non-refundable. Donations should not be held, but forwarded directly to our centralized processing center. This will also help facilitate the timely acknowledgement of these donations by the American Stroke Association. Checkpoints have been established to help you meet your fundraising minimum. By September 9, 2005, you should be at 25% of your fundraising goal. By October 12, 2005 (recommitment) you should be at 50% of your fundraising goal. If by these dates you have not met the set fundraising percentage, revisit your fundraising plan with your staff contact to discuss ways to augment your fundraising strategy. 9 03/03/16 Train To End Stroke Team An important part of TTES is that you are on a team of people dedicated to your success! This team includes your Coach, teammates, ASA Stroke Heroes, volunteers and staff. We strongly encourage you to contact these people right away whenever you have a question or need assistance! AHA Office/Staff Denver – Carley Guist 1280 S. Parker Rd, Denver CO 80231 303-996-8047 Phoenix – Jamin Vanlandingham 2929 S 48th St, Tempe, AZ 85282 602-414-5356 Seattle – Amy Holan 206-632-6881 710 2nd Ave, Ste #900, Seattle, WA 98104 Donation,Website and Matching Gift Support: Perla Sitcov 710 2nd Ave, Ste #900, Seattle, WA 98104 206-632-6881 Coaches and Mentors See Roster handed out by local ASA Staff Announcement Hotline/Website address: for updates, announcements, etc. www.strokeassociation.org www.americanheart.org 10 03/03/16 The Stroke Hero Program Each participant in the Train To End Stroke program is paired with a Stroke Hero. Your Hero is a stroke survivor whose story will help inspire you and motivate you in the months ahead. You may want to participate in Train To End Stroke in honor or memory of a family member or friend who has had a stroke…your personal Stroke Hero. Or, you may request to be teamed up with one of our Affiliate’s Stroke Heroes. Either way, your Stroke Hero is a person who will help connect you with the effects of stroke and help you understand the seriousness and impact of stroke. Our Stroke Heroes are involved in the TTES program because they want to help make a difference. They would enjoy the opportunity to meet you and talk with you about your training efforts. Feel free to contact them, send a note, or invite them out for an ice cream or coffee! Stroke Heroes are invited to attend and participate in all team events. However, there may be occasions when health issues or other obligations prevent them from attending. Please feel free to initiate contact with your Stroke Hero and provide a personal invitation to these events. Staying Motivated With each step you take in the Train To End Stroke program, you are getting closer to your goal of completing a 26.2-mile marathon or 13.1-mile half marathon. The exciting thing about Train To End Stroke is that each part of the program helps you “stay on track”! Your initial commitment to the program, your Stroke Hero, your coach and training accomplishments, your teammates, and your fundraising efforts will all serve to motivate you on the days when you just need an extra “boost”. Remember the words of author Samuel Johnson, “Great works are performed not by strength, but by perseverance. He that walks vigorously, 3 miles a day for seven years, will cover the circumference of the world!” Well, we’re only going either 26.2 (or 13.1) miles, not the circumference of the earth…So, persevere, and enjoy the journey! GO TRAIN TO END STROKE! 11 03/03/16 TTES Dates and Deadlines The following dates and deadlines are significant dates in the Train To End Stroke Program. Put them in your calendar now so you won’t miss out on fun and important events, information and deadlines! More detail will be provided as we get closer to the actual date. Thursday, August 4, 2005 Team Phoenix Season Kickoff Saturday, August 6, 2005 Team Denver Season Kickoff Saturday, August 6, 2005 Team Seattle Season Kickoff Refer to local training site’s training schedule and season calendar for important dates and deadlines. Sunday, December 11, 2005 Honolulu Marathon Sunday, January 15, 2005 P.F. Chang’s Rock ‘n Roll AZ Marathon & ½ Marathon 12 03/03/16 Fundraising Basics Sprint to Your Fundraising Goal! The ABCs of Raising Funds Many people are a bit anxious about the fundraising part of the program. Please know this is to be expected! Your fundraising goal for this event, is a large amount of money…but 26.2 miles (or 13.1 miles) is a long way to run or walk…and with some great coaching from ASA, you will reach both your fundraising goal and the marathon finish line! Raising funds is not hard, as long as you remember your ABCs… Awareness: Make yourself aware of the mission, programs and statistics of the American Stroke Association so you can tell others why you are raising funds for the organization. Be enthusiastic about the cause and fighting stroke! Learn the facts about stroke outlined in the American Stroke Association overview chapter. These facts will also be useful when composing your fundraising letter. Make everyone you come in contact with aware of what you are doing and why. Tell them you are training to run or walk a marathon. Describe for them how far 26.2 miles (or 13.1 miles) is (i.e. from Dallas to Mesquite-example of distance between local towns/cities) and what your fundraising goal is. Tell them about programs funded by ASA. Success in fundraising comes from including as many people as possible in your efforts. Ask people you know if they are aware of others who have been touched by stroke who could be contacted to support your efforts on behalf of ASA. Believe: You must believe in the cause and work of the American Stroke Association. Belief in the organization is infectious and will motivate others to donate and support your efforts. Remember, you are not asking for yourself…but for a great cause! Believe you will reach and exceed your goal. Put a fundraising plan together that allows you to be at or over your goal at least 2-3 weeks before the final fundraising deadline 11/28/05 (Hawaii) or 1/2/06 (Arizona) Inspire yourself with a written affirmation that you will reach your goal---put it on your bathroom mirror so that you can see it each morning and believe that it can be done. Believe that people will want to support your efforts if they are able to - they just need to be asked! Believe in your success in the marathon and the Train To End Stroke program. Visualize yourself at the finish line celebrating your success! Contact Everyone!: Contact everyone you know for a donation. Ask all of your contacts for help to reach your goal. Call on your relatives, business contacts, personal friends, neighbors, people you employ or do business with, church contacts, professional organizations, everyone! Not only will you be raising funds for your goal, you will be creating your own team of supporters who will admire what you are doing and encourage you along the way! 13 03/03/16 So remember your ABCs and you are off to a good start! Following are specific ideas, samples and suggestions to help you develop your fundraising plan. Don’t procrastinate! Sprint to your fundraising goal! Get started now, and you will be even more motivated and committed to your success as the funds start coming in! Getting Started The basic concept of fundraising is to ask people to support your cause. There are many ways to ask…in person or indirectly. You could ask in person, face-to face, which is the most effective way. You could ask over the phone, by email or by letter. You could also ask for a donation indirectly, by inviting a person to participate in an event, opportunity drawing or sale/purchase, where the donor receives something in exchange for the donation. We strongly recommend you use a letter writing campaign as the foundation of your fundraising plan, and add personal solicitations, events and/or sales as opportunities arise and additional solicitations are needed. Whatever form of fundraising you decide on, you will need to take the following steps to develop your fundraising approach and plan: 1. Identify your Contacts and Resources: You will be amazed how many people you know once you start to identify and list them! Don’t leave anyone off your list because you think they aren’t able to or won’t donate. Give everyone the opportunity to make his/her own decision! In developing your list, think of groups of people you know, and then identify individuals within that group. For example: Family and relatives…every one of them! Friends and neighbors. Work Associates. Current and former co-workers, bosses, clients. Organizations/Clubs. Church or Synagogue or other Religious Groups. School Acquaintances. Alumni lists. High School, College friends. Your kids’ friends’ families. People/Businesses you do business with. Look at your checkbook and ask those you buy from/hire to support your fundraising efforts…the gardener, hairdresser, dry cleaner, grocery store, bank/mortgage company, pool service company, dentist, doctor, etc. Corporations/Companies. The company you/your spouse works for may make a donation. Some companies “match” donations made by employees…ask your donors if their company has a matching gift program so their donation can be doubled! 2. Determine How To Approach Each Prospect Again, face-to-face is the most effective technique. A letter campaign is the most efficient way to reach almost everyone on your list. Be prepared to ask when you have the opportunity. Practice asking so the words flow smoothly and you feel comfortable asking people to contribute. Always have extra copies of your letter/return envelope with you to give out when the opportunity arises. 14 03/03/16 Get printed materials (brochures, non-profit information) from your ASA staff if you plan to ask businesses for support. They will want to see something in writing, and proof of ASA’s non-profit status, before making a decision. Email is an effective way to contact or follow-up with many of your contacts. Telephoning is another way to follow-up and see if your contact received your material and plans to contribute. Just because they have not sent you a donation, does not mean they won’t. Sometimes people just need a personal reminder. 3. Develop Your Letter, Invitation and/or Event Timeline In putting your timeline together, it’s good to work backwards! Determine the date you want to have all your funds in…at least two or three weeks before the final fundraising deadline date. List the steps you will need to take, and amounts to be raised to achieve your fundraising goal. A timeline helps you realize the urgency to GET STARTED NOW so you can measure your response and plan for additional efforts, if needed. Following is an example of a timeline for a letter writing campaign: Week 1 Week 2 Week 3 Week 4 Week 7 Attend fundraising clinic; write letter and response form; select paper and envelopes provided by ASA. Create mailing list of 150+; purchase stamps; finalize letter. Print/Copy letter and response form; address, stuff, stamp, mail letter. Begin getting responses back. Send thank-you notes to those who gave. Review list of who hasn’t given and follow-up with phone call or “Update Mailing”. Determine if additional letters or fundraising efforts are needed. Consult with ASA staff for ideas to implement over next 8 weeks. 4. Set up time with your ASA staff contact to review your fundraising plan It always helps to have input! After completing your fundraising plan, ask to meet with your staff contact to go over your approach. This will help make sure you’re off to a good start and to ensure that you’ll meet your goals. 15 03/03/16 Develop Your Fundraising Strategy – Example Plan My goal is to raise $_________ (this could be even more than your fundraising minimum!) Personal Asks – Individual contributors I have made a list of _________ potential individual contributors. I expect responses back from__________ of my potential individual contributors (based on a 60% response rate). I expect an average gift of $ ___________ from my potential individual contributors. I expect $_________ to come from my individual contributors. Personal Asks – Business Contributors I have made a list of _________ potential companies, area businesses, and organizations to be contributors. I expect responses back from_________ of my potential business contributors (based on a 30% response rate). I expect an average gift of $___________ from my potential business contributors. I expect $_________ to come from my business contributors. Special Events and Activities Name of Event Date of Event Projected Event Income Total $ Grand Total (personal asks + special events) $______________________________ Amount Over/Under Fundraising Goal $________________________________ 16 03/03/16 Letter Writing Campaign The foundation of your fundraising plan should be a letter writing campaign. ASA stationary is provided for your use. It is recommended that you use the letterhead for your letter writing campaign and include the ASA envelopes in your letters to donors as a return envelope for their donations. When you use your own outer envelope, your friends and family know that a letter is coming from you, not the American Stroke Association. If you do choose to use the ASA envelopes as your outer envelope, be sure to include a handwritten note on the outside so your donors know it’s a personal message from you. Many people also conduct this type of campaign by email. Whichever form used, your appeal should contain the following elements: Explain what you are doing. Describe the Train To End Stroke program and your personal goal. Personalize your letter, making it funny, serious, or whatever fits your style! Explain your fundraising goal. Ask the recipient to help you reach your goal by making a generous donation. Suggest the level of giving. People will ask how much other people have given so be prepared to let them know the donation level to consider. Ask if a person is “willing to give a gift of $25 or $50” or if you think someone is able to give more, ask for $100 or $200. Do not underestimate anyone’s ability to give—you will get what you ask for. Remember that it will take many more $25 gifts to reach your goal, but you will get there much quicker with $100+ gifts. If you think someone is capable of giving more, ask for more. Don’t forget the gift is for ASA and you are asking on its behalf. Consider segmenting your list and using different approaches to different groups of people. For example, if you have a list of people who might only be able to give $25, suggest that they give monthly donations while you’re training. “I’m making a commitment over the next four months to train for a marathon. Please support me in my efforts by making a monthly gift of $25.” Include four donation forms and four envelopes to make it easy and convenient for someone to give to you monthly. Tell how the funds are used by the American Stroke Association for research and education programs and include some facts about stroke. Explain that you are doing the event in honor of your Stroke Hero and tell about him/her. You may want to include a brochure from the American Stroke Association. Give the recipient a specific date (2-4 weeks from date they receive your letter) to respond. Tell them this will help you measure your fundraising progress. Let them know donations after this date will be accepted as well. Thank them for considering a donation. Include a Response Form and a return envelope (stamped, if possible. Putting a stamp on the reply envelope will assure you a better response). The Response Form gives contribution amounts to choose from, a place to fill in name, address, and the option of making a donation by charge card (we are able to process Master Card, Visa and American Express donations), and state again your fundraising deadline date. Use a handwritten P.S. to personalize each letter. 17 03/03/16 Sample Fundraising Letters January 2001 Dear Family, Friends and Colleagues (if possible, personalize your letters w/ recipient names): Get ready for some shocking news! I am training to walk a 26.2-mile marathon to benefit the American Stroke Association! No, I haven’t lost my mind…and my 45th birthday this month hasn’t created a mid-life crisis! I have decided to take on this long-time goal in a sensible and fun way! By joining the ASA’s Train To End Stroke program, I have a coach, a team to walk with, training schedules and clinics…and a reason that makes this more than a personal goal. I am helping to raise funds for stroke research, education and advocacy programs. Many of you family members know that Grandma H. died of complications from stroke. However, I was not aware of stroke statistics until now: every 53 seconds someone suffers a stroke every 3.3 minutes someone dies of stroke there are 4.4 million stroke survivors 29% of people who have strokes are under age 65 I will be walking hundreds of miles over the next five months to prepare for the Kona Marathon (June 24). I will also be busy raising over $4000 for the American Stroke More Informationto have a stroke-theeffort elderlythrough and minorities - knowthoughts the least about Association. I am writing toGenelikely ask for your support in this your good the warning signs. and prayers (and band-aids for blisters!) and through your generous contribution to the American Stroke Association. These are the warning signs of stroke everyone should know: I will be walking this event in memory of Grandma H. and will wear a special necklace with Sudden weaknessIfofyou thehave face, aarm or leg, especially one side of the body. her name on it numbness during the or marathon. friend or loved one on who has been affected by stroke, I would be honored to complete this event in his or her name as well. I invite you to include the person’s name on the response form. I am excited about this effort and look forward to walking on behalf of many who cannot due to a stroke. Please join me in reaching the finish line of my fundraising goal and helping to end stroke! Thanks for your consideration of this request. A return envelope is enclosed for your reply. Sincerely, Susie Jones P.S.: Although the event is not until June, my plan is to have my fundraising goal met by March 30. Your tax-deductible contribution, sent as soon as possible, is greatly appreciated! 18 03/03/16 January 2001 To My Friends and Family (if possible, personalize your letters w/ recipient names): As many of you know, I have been doing this marathon thing for a few years. Running was one of the few things in my life I did solely for me. Now, however, my running has taken on a new purpose…I am now training and running to help the American Stroke Association end death and disability resulting from stroke. Stroke is a form of cardiovascular disease not discussed too often. A stroke occurs when there is a blockage or rupture in a blood vessel carrying oxygen and nutrients to the brain. When this occurs, a part of the brain begins to die. When those nerve cells cannot function, the part of the body controlled by those cells can’t function either. Most of us are so fortunate, and take our good health and bodies for granted. I did, too, until I met Greg Evers, a stroke survivor. He has taught me about the huge and lasting impact of stroke…on him, his wife and family. Greg was only 48 two years ago when he had a stroke. He lost his job, and nearly lost his life. He has had to learn so many basics all over again! Walking, speaking, eating…yet he feels grateful to be alive and has lots of friends and family to help. Every 53 seconds, someone in the U.S. has a stroke…over 600,000 people per year. And every 3.3 minutes, someone dies of a stroke. Through my running I have decided to do my part so that each marathon I run will symbolize another step on the road to end stroke. I have joined the ASA’s Train To End Stroke program, and will be participating in the Kona Marathon on June 24 in Greg’s honor. The distance of 26.2 miles is my physical challenge. My fundraising goal of $4500 is an opportunity to invite my friends and family to be a part of this effort. Why not celebrate your good health by making a generous contribution to the American Stroke Association? If you can help by making a tax-deductible donation, your gift will be an investment into the future of all stroke patients. Over 70% of each dollar raised goes directly toward research, and education programs. Every dollar makes a difference. Thank you for your support, Jeff Johnson P.S.: If your company has a matching gift program, please send me the matching gift form along with your check…double your donation! 19 03/03/16 Sample FR letter The following letter is an actual letter from a former Train To End Stroke participant. She adapted the letter provided above and raised over $6000 from her letter writing effort! You can do the same! Dear Family, Friends and Colleagues: Get ready for some shocking news! I am training to run a 26.2 mile MARATHON to benefit the American Stroke Association. No, I haven’t lost my mind! As some of you know, I started running almost 3 years ago. Since then, somewhere in the back of my mind, I’ve had the secret goal of someday running a marathon. Well, someday has arrived! By joining the American Stroke Association’s Train To End Stroke program, I have a coach, a team to run with, training schedules and clinics….and a reason that makes this more than a personal goal. I am helping to raise funds for stroke research, education and advocacy programs. Many of you know that I am an occupational therapist. In the over seven years I worked on the stroke unit at Braintree Hospital, I became closely involved with over 550 stroke survivors. The patients I worked with truly were SURVIVORS---survivors of something that left a lasting impact on them and their families (and me). They all worked very hard day in and day out to re-learn things we all take for granted---being able to walk, dress ourselves and speak. Their families, including spouses, children and parents, worked very hard too—supporting them and assisting them. Though I have left the hospital for the role of school based occupational therapist, I have not left behind stroke survivors. I currently treat 2 children who suffered strokes at a very young age. The following are some stroke statistics that you may not be aware of. Every 53 seconds someone suffers a stroke Every 3.3 minutes someone dies of a stroke There are 4.4 million stroke survivors 29% of people who have strokes are under age 65. Over the course of the next 5 months, I will e running hundreds of miles to prepare for the Kona marathon on June 24. I will also be busy raising over $4000 for the American Stroke Association. I am writing to ask for your support in this effort through your good thoughts and through your generous contribution to the American Stroke Association. I will be running this marathon in memory of several of my former patients (all of whom had their stroke when they were younger than 55 years of age). If you have a friend or loved one who has been affected by stroke, I would be honored to complete this event in his or her name as well. I invite you to include the person’s name on the response form. 20 03/03/16 I am excited about running this marathon on behalf of many who couldn’t even walk it due to a stroke. Please join me in reaching the finish line of my fundraising goal and helping end stroke. Thanks for your consideration of this request. A return envelope is enclosed for your reply. P.S. Although the marathon is not until June, my plan is to have my fundraising goal met by April 4. Your tax-deductible contribution, sent as soon as possible, is greatly appreciated! Every dollar makes a difference toward stroke research and education. If your company has a matching gift program, please send me the matching gift form along with your check and double your donation! 21 03/03/16 Sample FR Letter Another example of a past TTES participant letter. She raised over $7000 with this letter… Dear Friends and Family, I have known many of you for a very long time, while others of you have come into our lives through relocation, job changes, our children’s activities and school. Thankfully, there are still annual holiday cards to keep us in touch when we’re separated by distance. I know, I know….I need to get better about sending ours out! Where does all the time go? Although the year is well underway, my belated wishes are sincere in hoping that your holidays were happy and that you enjoy a healthy New Year. For those of you who we have not been in touch with for a while, I expect you will be surprised by the news I have to share with you. No, it is not more babies! This is something I can do only now that Samantha is 8 and Evan is 4. I am training to walk a 26.2 mile marathon to benefit the American Stroke Association (ASA)! Didn’t I say you’d be surprised? For the past year, I have been walking 5 miles daily at 5:30 am before Eric leaves for work, and at other odd times if he is traveling. While I have been committed to walking to better my fitness level, I now have an additional reason to keep my schedule. By joining the ASA’s Train To End Stroke program, I have a coach, a team to walk with, training schedules, clinics, and a reason that makes this more than a personal goal…I am helping to raise much-needed funds for stroke research, education and advocacy programs. And while I may not finish first in the marathon, I have every intention of being first in my fundraising efforts. My family has personally experienced the devastating effects of stroke, and I’m sure that many of you have had similar experiences. My grandmother died of complications from stroke and I also have an uncle who suffered with the lasting effects of stroke. Until recently, however, I was not aware of the severity of stroke statistics. As you can see, stroke is prevalent, debilitating and worthy of our enthusiastic support. Sadly: Every 53 seconds someone suffers a stroke Every 3.3 minutes someone dies of a stroke There are 4.4 million stroke survivors 29% of people who have strokes are under age 65 Over the next five months, I will be walking hundreds of miles in every kind of New England weather to prepare for the Kona marathon on June 24th. I will also be busy raising over $4500 for the American Stroke Association. I am writing to ask for your support through good thoughts (some Band-Aids for blisters) and through your generous contribution to the American Stroke Association. I am honored to be walking in memory of Nana and Uncle Jack and will wear a special necklace with their names on it during the marathon. If you have a friend or loved one who 22 03/03/16 has been affected by stroke, it would be my pleasure to complete this event in his or her name as well. I invite you to include this person’s name on the response form. You may make your tax-deductible donation through cash, VISA, MasterCard or personal check made payable to American Stroke Association. A return envelope is enclosed for your reply. Thank you for helping me reach my fundraising goal and for helping to end stroke! You can be sure that your support will be far-reaching. 23 03/03/16 Follow-up on Your Letter Within a week of sending out your letter, you will begin to receive responses back. Keep track of who has sent you a donation, and for how much. After about 3 weeks have passed, it is time to contact those who have not yet responded…make sure they received your letter, remind them of your request, and find out if they plan to contribute. You can do this by phone, email or in person. You might want to put together a “Marathon Update” newsletter (see sample) or note and send it to all your contacts on your list. Tell them where you are with your training; how many miles you walked or ran this week; tell them about something you learned at a training clinic. Share how many Stroke Heroes you are doing the event for as a result of the responses you have received. Thank those who contributed and remind those who haven’t that there is still time to help! This follow-up is important, because often people will set aside your letter when they receive it thinking they have until June…and your call will remind them to send you a check now! If Someone Doesn’t Contribute There will be some people on your list who are unable or unwilling to contribute to your request. Try not to take it personally! Perhaps they are having some financial challenges, or unexpected bills, or they support other causes. It is difficult to know why they are unable to support you. However, some people may be able to make a donation later (next month for example) if you suggest this idea. So, follow-up with everyone. Thank each person for thinking about the request and move on to your next prospect! Other Ways to Raise Funds Events/Activities Again, your letter writing campaign should be the foundation of your fundraising because it is the easiest and most efficient way to reach lots of people. If you decide to also conduct an event or activity to raise more funds, know that they require considerable planning, time, effort and expense to conduct. Discuss your idea/plan with your ASA staff so as to maximize the fundraising potential of your event. ASA is unable to fund expenses, deposits or other costs associated with your event/activity. You will need to plan on paying for these expenses or get necessary items donated. Following is a listing of event/activity ideas for you to consider: Opportunity Drawing: Ask a friend/local company to donate a service (such as car tune-up or detailing; spa or makeover, etc.) and “sell” opportunity drawing tickets to everyone you know. Dinner/Dessert Party: Invite everyone over for a dinner/dessert, and ask them to make a donation equal to what they would have paid for a dinner/dessert at a local restaurant. Email Campaign: If you conduct your fundraising campaign via email, ask you friends and family to forward your message along. One TTES participant received her first donation from someone she didn’t even know because someone had forwarded her message along. People can easily support this worthy cause---ask for others to help! 24 03/03/16 Theme Party: Celebrate any holiday (Valentine’s Day; 1st Day of Spring; St. Patrick’s Day; Daylight Savings Time, July 4, Labor Day, etc.!) by having a theme party and ask for everyone to buy a ticket or make a donation to attend. Silent Auction: Get items donated and conduct auctions at a party of friends, a local business (happy-hour for example), or at local community events (Chamber of Commerce meeting or craft fair, for example). Huge Yard Sale: Get your friends and contacts to donate their goods to your yard sale, with all proceeds going to ASA. Ask people who have just held yard sales to donate what didn’t sell to your sale. Advertise your effort in local paper and sell sodas or candy (purchased at warehouse prices) for additional revenue. “Lecture/Discussion” event: Invite friends to attend an evening or Sunday afternoon lecture on a topic of interest (feng shui, astrology, health issue, interior design, etc.). Suggest a donation equal to what the information would cost if provided through the community college or other such program ($25-$50). Provide light refreshments. Aluminum Can/Newspaper Recycle Effort: Get everyone you know (and neighbors you don’t know) to save aluminum cans and newspapers for your fundraising effort. Plan to pick them up and take to the recycling center on a weekly basis. Plan a Bachelor/Bachelorette Auction: Have “auctionees” donate a date package. Ask for beginning bids to be $100. Hold at a fun location and sell raffle tickets for door prizes. Two previous TTES participants raised over $4000 from a bachelor auction! Recruit a few friends to help you raise funds. Get together one night with your phone lists and hold a mini-telethon to call everyone and raise funds. Canister at local stores: See if local merchants will let you set up a donation canister near the cash register. Print up a flyer that explains your efforts on behalf of ASA. % of Sales: Ask local merchants if they will donate a percentage of their sales on a specific day to ASA. Conduct a Sports Event or Tournament: Mini-golf, tennis, aerobics and other sports can all be set up as events or tournaments with entry fee, refreshments and silent auctions as donations to ASA. Speak at Community/Civic Meetings: See if you can be a speaker at upcoming groups such as Chamber of Commerce, University Women, Kiwanis, etc. They may make a donation in support of your efforts. Take your fundraising efforts to your workplace and get everyone involved in your fundraising efforts! See if any of the following ideas are able to be implemented at your company: Matching Gift Program: See if your employer has a matching gift program. If so, then each donation you receive from a co-worker will be matched by your employer. With matching gifts, a $25 donation now becomes a $50 donation! Put up a poster/banner on your office wall and invite your workplace donors to sign the banner once they have donated. Day-off Opportunity Drawing: See if your company/department manager will donate a “day-off”. Have employees buy opportunity drawing ticket(s) as a donation to ASA. 25 03/03/16 Candy Sales: Buy candy at wholesale price and sell at work for regular price. Pay yourself back the cost of the candy, and the rest goes to your fundraising goal! Employee Silent Auction: Get some gift baskets or other items donated and conduct a lunchtime silent auction event. Dress Down Day: Conduct a dress-down day, with employees “buying” the right to dress casually at work on a specific day by contributing to ASA. Employee Bake Sale: Get others at work to bring in baked items and then sell them with proceeds to your fundraising effort. Employee Giving Club: If your company has a giving club or other organization that contributes to non-profit groups, find out how to apply; get your request in right away. Potluck Lunch: Ask co-workers to bring a lunch item to work. Charge a typical lunch cost fee ($5-7) for those who enjoy the lunch. Company Newsletter: See if you can get an article in your company’s newsletter. Let everyone know they are invited to contribute to your fundraising goal. Any Stroke Heroes at Your Company? If there is a person at your workplace who has been affected by stroke, ask him/her to be one of your Stroke Heroes and then raise funds in your workplace in his/her honor. 26 03/03/16 Sample Participant Newsletter 27 03/03/16 Corporate Donations & Sponsorship Companies often have funds available to support non-profit organizations. These funds may come from an annual budget for contributions/community support, a corporate foundation, employee donation clubs or from marketing budgets. However, though there are funds available, it doesn’t mean that companies are to be considered strong prospects for your fundraising efforts. They receive many solicitations for funds and tend to support those requests that meet their guidelines and corporate marketing goals or that come from a person of influence with the company. You will want to determine if your time will be well spent in preparing a proposal for a corporate donation or sponsorship. However, your employer is a great prospect for your fundraising efforts. If you work for a company that has funding for contributions available, talk with whomever administers the funds to learn the guidelines and see if they match the ASA’s mission and programs. Find out how to apply for the funds. What kind of documentation and proposal do they require to consider your request? Find out if there are deadlines or funding cycles and if they fit with your fundraising deadline. See if your friends or business contacts might be willing to check into charitable donation guidelines from the companies where they work. Again, a request is more likely to be considered if it comes from someone associated with that company. 28 03/03/16 Sample Contribution Request to Company Date Company Contact, Contributions Administrator Company Address City, State Zip Code Dear (Contact): At the suggestion of Jill Jones, V.P., Communications, I am forwarding this request to you for review and consideration. The American Stroke Association was created in 1998 as a new division of the American Heart Association to bring increased awareness and funding for research and services specifically focused on stroke, stroke survivors and stroke prevention. A stroke is a type of cardiovascular disease. It affects the arteries leading to and within the brain. A stroke occurs when a blood vessel that carries oxygen and nutrients to the brain is either blocked by a blood clot or bursts. When that happens, part of the brain can't get the blood and oxygen it needs, so it starts to die. And when nerve cells can't function, the part of the body controlled by these cells can't function either. The devastating effects of stroke are often permanent because dead brain cells aren't replaced. The statistics are alarming: Every 53 seconds, someone in America has a stroke. In 3.3 minutes, someone will die of stroke. Stroke killed an estimated 159,448 people in 1998, and is the third largest cause of death, ranking behind "diseases of the heart" and all forms of cancer. Stroke is a leading cause of serious, long-term disability in the United States. About 4,500,000 stroke survivors are alive today. About 600,000 people suffer a new or recurrent stroke each year. About 500,000 of these are first attacks and 100,000 are recurrent attacks. In 1996, females accounted for 61.4% of stroke fatalities. According to the NHLBI's Framingham Heart Study, 28% of annual stroke victims are under age 65. I have taken on a personal challenge of training for and completing a 26.2-mile marathon in June as part of the ASA’s Train To End Stroke program. I am writing to request XXX Company’s support in this effort by making a tax-deductible contribution of $2,500 toward my personal fundraising goal of $4,500. 29 03/03/16 Contribution letter-page two In conversation with Ms. Knudsen, she indicated that XXX Company has been supportive over the years of charities dedicated to health programs. The ASA’s Train To End Stroke program, a marathon training program, is unique in that it promotes fitness to participants while raising important new funds for stroke research and education programs. On a personal note, I am participating in this program and the marathon in honor of Jennifer Mason, a 51 year-old friend who recently suffered a stroke. I would be honored to also participate on behalf of any XXX employees who have gone through this devastating health crisis. I will contact you next week to follow up on this request. If I might provide additional information or you have specific questions, please contact me at xxx-xxx-xxxx. Thank you for your review of this material. Sincerely, Jim Sample 30 03/03/16 The Check is in the Mail The American Stroke Association will be using the Gift Processing Center facilities to process Train To End Stroke donations. While this is a central lockbox located in Ohio, please be assured that your local affiliate office will be credited with your donations received. The bank processes thousands and thousands of checks each week on behalf of Train To End Stroke participants. Please help this process run as smoothly as possible by following the instructions below. (This also will help ensure you receive proper credit for your fundraising activities): 1. All donations should be sent directly to you. When you begin your fundraising efforts, make sure you tell your contributors to send their donation directly to you. Do not have donors send contributions to the affiliate office or directly to Gift Processing Center. If this occurs, proper and timely credit of donations will be difficult to ensure. 2. Do not send cash. If a donor gives you cash, convert the same amount to a check made payable to American Stroke Association to be sent in with your other donations. For any cash contributions you do convert, please include a completed donation form (enter your check #) for each cash donor (over $10) so that they may be sent an acknowledgement letter. 3. All checks should be made payable to American Stroke Association. (If a donor mistakenly makes a check payable to you, please endorse the back of the check first by signing your name. If a check is not endorsed, it will be returned to your staff contact. Checks not made payable to American Stroke Association will NOT be deposited at the bank). 4. Send in your donations in batches at least every week. Do not hold on to donations for longer than this. Remember these gifts are made to the ASA and should be acknowleged as such. Donations can not be acknowledged until they have been received at the Gift Processing Center. When you send in a batch, please be sure to follow the instructions below so that you receive proper credit: Make a copy or record of the checks you are sending in each batch. In each envelope sent to the Gift Processing Center, include a donation summary with a donation deposit label affixed. You will be given pre-printed return envelopes. If you run out of envelopes, or wish to use your own, send your donation batches to the address below: American Stroke Association Gift Processing Center PO Box 714080 31 03/03/16 5. Send your donors a thank-you note. Train To End Stroke donors of $10+ will be acknowledged through the National acknowledgment process, but a note from you is a nice gesture as well. However, the only way that an acknowledgment can be sent is if we have the donor’s address. If a donor’s address is not on their check or money order, please include a completed donation form for that donor with your batch to the bank so that they can be acknowledged. 6. Foreign checks can be processed at the lockbox. The check will be converted to US currency based on the exchange rate at the bank the day the check is deposited. However, our system does not allow foreign addresses in the acknowledgment process. If you do receive a foreign check, the acknowledgment will be sent to your address so that you may forward to your donor. 7. Donation reports will be provided to you on a bi-weekly to weekly basis. While you should be keeping close track of all donations received, this will allow you to see what donations have been processed to date. Please keep in mind that when you mail a donation to the lockbox, mail time, bank processing time and data entry time have to be taken into account before your donation will appear on the donation report. Typically, there will be a 10-day lag time before donations appear on the report. Credit card donations have a longer lag time due to the authorization process. Credit Card Donations If a donor wishes to give you a contribution via credit card, they may do so with a valid MasterCard, Visa or American Express credit card number. All credit card donations must have the following information to be processed: Complete name and address of cardholder Credit Card Type Credit Card number Credit Card expiration date Amount of gift Cardholder signature If any of the above information is missing from the donation form, the credit card donation can not be processed. Refer to your donation processing handout for instruction on to process. Matching Gifts Oftentimes, companies will match charitable contributions their employees make. Ask your donors if their companies have these policies (you can do this in person or include in your fundraising letter). If they do, ask them to send in their company’s matching gift form along with their donation to you. The donor’s gift is then essentially doubled--helping you get closer to your fundraising minimum with minimal effort! If you do receive any matching gift forms, please give them to your ASA staff contact for processing. Do not send matching gift forms in with your donation batches to Gift 32 03/03/16 Processing Center. The ASA staff contact will fill out the appropriate paperwork once the applicable donations have been verified from the bank. If you do have matching gift forms to submit, please do so right away. It often takes time for companies to process matching gifts and most companies only do so at certain points in the year so it’s important to send these in as soon as you receive them. You will receive credit for the matching gift once the check has been received at the American Stroke Association. The following is a sample list of companies offering matching gift programs: AAL/Aid Association for Lutherans Abbott Laboratories Air Products and Chemicals Akzo America Alco Standard Corp Alexander & Baldwin) Alliant Techsystems Allied Signal American Brands American Express Co American Express Financial Advisors Inc American International Group American Medical Security American National Bank & Trust Chicago Ameritech AMSTED Industries Anchor Capitol Advisors Inc Andersons, The Appleton Papers Archer Daniels Midland Arkwright Mutual Insurance Co ARCO Armco Inc AT&T Auto Alliance International Inc Automatic Data Processing Avon Products Banc One Wisconsin Bank of Boston BankAmerica Corp Bankers Trust Co Banta Company Barber-Colman Barnes & Roche Inc Barrett Design Barrett Technology Beatrice Company Becton Dickinson & Co Bellcore BellSouth Bill Communications Inc Blount Foundation BMC Industries Boeing Company Bonneville International Corporation Boston Company Boston Globe BP America Brakeley, John Pierce Jones Inc Bernd Brecher & Associates Brown Group Inc Brunswick Corp Bunge Corporation Leo Burnett Co Inc Burroughs Wellcome Co Butler Manufacturing Co CBS Incorporated CNA Insurance Cos CPC International Inc Caterpillar Inc Centel Inc Centerior Energy Corp Central Wisconsin Uniserv Council CertainTeed Corporation Champion International Corp Champlin Refining and Chemicals Inc Charles River Laboratories Inc Chase Manhattan Corp Chemical Banking Corp Chesebrough Pond's Chevron Corp Chicago Title & Trust Co Chubb Life Insurance Co/America Chubb & Son Inc CIGNA Corporation Circuit City Stores Citicorp/Citibank NA Coca-Cola Co COMSAT Consolidated Natural Gas Co Consolidated Papers Inc Consumers Power Company Continental Bank Continental Can Co Continental Corp Continental Insurance 33 03/03/16 Frederic W Cook & Co Inc Cooper Industries Cooper Tire & Rubber Co Corning Inc Cray Research Inc Credit Agricole Cross & Trecker Corp DFS Group Danforth Foundation DEKALB Corp Deluxe Corp Dennison Manufacturing Co Digital Equipment Corp RR Donnelley & Sons Co Dow Corning Corp Eastern Enterprises Eaton Corporation Ecolab Inc ELF Atochem Emerson Electric Co Employee Benefit Claims of Wisconsin Ensign-Bickford Foundation Enron Foundation Equitable Financial Cos Ethyl Corp Exxon Corp Federal Home Loan Mortgage Corp Federal National Mortgage Assn Federated Department Stores FINA Inc Fireman's Fund Insurance Co First Bank System Inc First Interstate Bank of Oregon Fortis Benefits Insurance Co Freeport-McMoRan Inc Funderburke & Associates Inc GATX Corp Gary-Williams Co/Piton Foundation General Cinema Corp General Re Corp Georgia Pacific Corp Gillette Co Gilman Paper Co Glaxo Inc Glenmede Corp Goldome BFGoodrich Co WW Grainger Inc John Grenzebach & Associates Gulf+Western Inc Hampton & Harper Inc John Hancock Mutual Life Insurance Hartford Steam Boiler Inspection & Insurance Co Hazelton Labs HJ Heinz Co Hillman Co Hoechst Celanese Corp Honeywell Inc Houghton Mifflin Co Household International Inc IBM Corp Illinois Tool Works (ITW) Inc IMCERA Group IMO Industries Indiana Bell Telephone Co Integra Financial Corp Interlake Corp International Minerals & Chemical Corp ISC Group IU International Jeffries & Company Inc Johnson & Higgins Johnson & Johnson Johnson Controls Robert Wood Johnson Foundation Joiner Associates Inc Jostens Inc Kellogg Co WK Kellogg Foundation Kemper National Insurance Co Kennametal Inc Kimberly Clark Kmart Corp KN Energy Lamson & Sessions Co Levi Strauss & Co Lignotech USA Eli Lilly & Co Thomas J Lipton Co Loews Corp Lotus Development Corp Lubrizol Corporation MTS Systems Corp John D & Catherine T MacArthur Foundation MacLean Fogg Co RH Macy & Co Maguire Oil Marinette Marine Foundation Maritz Inc Massachusetts Mutual Life Insurance May Department Stores Mazda North America McDonald's Corp McGraw-Hill Inc Mead Corp Mellon Bank Merck & Co Inc Merit Oil Corp Meritor Savings Bank Merrill Lynch & Co Inc Michigan Bell Microsoft Corp 34 03/03/16 Middlesex Mutual Assurance Co Midelfort Clinic Millipore Corp Minnesota Mutual Life Insurance Mobil Oil Corp Moen Inc Monsanto Co Montgomery Ward & Co Inc MONY Financial Services Morgan Guaranty Trust Co/New York Morton International Inc Motorola Inc Charles Stewart Mott Foundation Murphy Oil Corp Mutual of America NACCO Industries Nalco Chemical Co Nancy's Notions National Starch & Chemical Co National Westminster Bank USA NationsBank Corp Nationwide Mutual Insurance Co NCR Corp New England Business Service Inc New England Educational Loan Marketing Corp New England Electric System New York Times Co Newmont Mining Corp Newsweek Inc Nike Nordson Corp Norfolk Southern Corp Northern Illinois Gas Northern States Power Co Northern Trust Co Northwest Industries Norton Co Norwest Colorado NYNEX Olin Corp Owens-Illinois Inc Outboard Marine Corp PPG Industries Inc PQ Corp Pacific Enterprises Panhandle Eastern Corp Paramount Communications Pella Corp Pennzoil Co Peoples Energy Corp PepsiCo Inc Persoft Pfizer Inc Phelps Dodge Corp Pieper Electric Pioneer Group Pitney Bowes Inc Pittway Corp Playboy Enterprises Polaroid Corp Premark International Inc T Rowe Price Associates Promus Co's Public Service Company of Colorado Quad/Graphics Quaker Chemical Corp Quaker Oats Co Quantum Chemical Corp RJR Nabisco Inc Ralston Purina Co Reader's Digest Assn Inc Reliable Life Insurance Co Rexnord Inc Rockefeller Family & Associates Rockefeller Group Rolling Thunder Inc ROLM Co (r,s) Ross, Johnston & Kersting Inc Ryco Division, Reilly-Whiteman Inc SPX Corporation Safeco Insurance Co St Francis Bank St Paul Companies Sandoz Inc Santa Fe Pacific Sara Lee Corp Charles Schwab & Co Joseph Seagram & Sons Inc Security-Connecticut Life Insurance Co Sedgwick James Inc Sentry Insurance Foundation Shawmut National Corp Sheldahl Inc Shenandoah Life Insurance Co Sherwin-Williams Co Skinner Corporation SmithKlein Beecham Society Corp Sonat Inc Sony Corporation of America Southern Bell Southwestern Bell Spiegel Inc Sprint Square D Co Staley Manufacturing Co Stanley Works Stride Rite Corporation Subaru of America Sun Company Inc Sun Life Assurance Co of Canada Sun Microsystems Inc 35 03/03/16 Sundstrand Corp Susquehanna Investment Group TRW Inc Tandy Corp Teagle Foundation Technimetrics Inc Tektronix Inc Temple-Inland Inc TENNANT Tenneco Inc Tetley Inc Texas Instruments Inc Textron Inc 3M Time Warner Inc Times Mirror (r,s) Toro Company Transamerica Corp Transco Energy Corp Travelers Express Co Travelers Companies Triskelion Ltd UFE Inc UNUM Corp US Bancorp US Oil/Schmidt Foundation US West Inc USG Corp Unilever United States Inc Union Pacific Corp United Parcel Service United States Fidelity & Guaranty Co United Technologies Corp Vulcan Materials Vanguard Group Inc Washington Post Co Waste Management Inc West One Bancorp Western Life Insurance Co Westinghouse Electric Corp Whitman Corp John Wiley & Sons Inc Publishers Williams Companies Williams-Manny Charitable Trust Winn-Dixie Stores Wisconsin Educational Association Wisconsin Energy Wisconsin Power & Light WMX (Wheelabrator) Technologies WPS Foundation 36 03/03/16 Donation Form Entire section must be completed (as well as the donation amount) for credit card donations to be processed. 37 03/03/16 Travel Information Travel Q & A What airlines will be used? Our staff blocks air space with virtually every major carrier such as American, Delta, Continental, United, etc. If warranted we will use charter flights. Our goal is to get the best airfare possible for our participants. Can a participant choose what airline they will fly? Our staff will work with the participants for specific airlines requested and this will be a line item to be filled in on the travel form. Our goal is to find the best routing and best fares for our participants. This way, our fundraising costs can be kept in check. If a participant requests a specific airline and our travel department is able to find a better rate on a flight from another carrier, the participant will be asked to pay the difference in flight price. What does “group dates” mean, and how are they determined? These dates are the blocked days for travel and hotel accommodations during race weekend. The minimum number of night’s accommodation will be three with the maximum being four. Four nights stay will be provided if the travel time or destination warrants. Dates are based upon the race date. Travel to the event takes place two days prior to the race, and departure is one day after the race. How will not traveling on group dates be accommodated? We will work with participants whenever possible to extend their stay. Participants will be required to pay for any travel costs incurred outside of the group rates (i.e. additional hotel nights, ground transportation, etc.). If a participant is simply extending their stay at the same hotel, there will be no administrative fee for this. Most hotels will also allow using the same rate three days prior or after our group dates, but the participant will have to pay the additional nights and will be on their own for transportation to/from the airport Additionally, if traveling outside of group dates means that the participant’s airfare is more than the group dates cost, the participant will have to pay the difference in airfare. What is included in the land package? The Total Land Package includes your guest’s stay in your room, his/her transportation to and from the airport (on group travel dates only), the meals that are included for the participant, such as the Pasta Dinner, and the Victory Dinner, and transportation to and from the race site. Flight accommodations are not part of the Total Land Package and will be charged separately. What is not included in the land package? The following items are not included in the land package for either guests or participants: 1. Items of a strictly personal nature such as laundry, valet, prescription drugs, telephone charges, room service, alcohol, etc. 2. Additional charges for single rooms, additional suites, or overnights en route. 3. Cost of sightseeing excursions or sports activities. 38 03/03/16 Can food and beverage packages only be purchased? Yes. Participants may purchase food and beverage packages for guests. This will include meals that participants receive-- the Pasta Dinner the night before the marathon, and the Victory Dinner the night of the marathon,. If this option is purchased, it will be charged within 24 hours of receipt of the travel form. How is the food and beverage cost (F&B) determined? The food and beverage costs are determined by numerous items. They do not include just the cost of the meal. With any hotel you also incur costs for the use of the room, wait staff, and setup charges. Additionally included in this cost are charges for decorations, entertainment, lighting, staging, audiovisual equipment needed for the event, as well as costs for staffing for media requirements. How will hotel and airfare reservations be made? Hotel and airfare reservations will be made once the participant reaches their fundraising minimum or recommits. Each participant meeting this criterion will be provided a travel registration form at a training session, which will need to be completed and forwarded to National Center. Staff will make sure all roommate assignments, and all other required fields are complete before sending. Incomplete forms will slow the process considerably, and will be sent back to the affiliate staff to ensure that they are complete. No arrangements will be made unless the forms are complete. Please send in the travel forms as they are completed and no later than the due date. By holding forms, it slows down the travel booking process. In marathons that are very popular destinations, this results in less availability for flights and routing, especially for those trying to extend their stay, as we cannot pre-block seats for dates outside the group travel dates. Once airfare has been reserved, participants will receive a phone call, fax or email confirming the arrangements. It is imperative that e-mail and voice mail is checked on a daily basis. Participants will have 24 hours to respond to the suggested departure and arrival dates. If no response is received in 24 hours the ticket will be booked. Any changes made to the ticket after the airfare has been confirmed will require a change fees of between $100.00 and $200.00 and any difference in airfare there may be for the new dates requested, and will have to be paid for by the participant or the affiliate if special circumstances apply. When will reservations be booked? Travel reservations are made at recommitment. Our travel agency will have a dedicated staff assigned to Train To End Stroke. These individuals will handle all travel plans. Each participant will complete a travel form at recommitment or once they have met the fundraising minimum. It is imperative that those individuals who recommit understand that travel expenses are being incurred at this point and they will be responsible for any travel costs incurred if they recommit and later drop from the program. 39 03/03/16 What is the guest policy? We will make land arrangements for one additional guest for each participant—no exceptions will be made to this policy. There will be an administrative charge to the participant (or guest) for this. Participants will need to make arrangements for guest air travel themselves. The purpose of Train To End Stroke is to raise funds for stoke research, education and advocacy and it’s helpful to keep this point in mind when considering the expense of travel. Any participant wishing to bring more than one guest will need to make land arrangements for those additional guests. Will it be possible to make air and hotel reservations for guests? We will make hotel, ground transportation, food and beverage for guests for group dates only. However, airfare will need to be booked by the participant or guest. While airfare arrangements for the guest can be made through our travel agency, guests will have to make these arrangements personally. This will allow guests to make their airfare arrangements as soon as they have made the decision to go on the trip. It also allows individuals to be able to take advantage of Internet and other special airline rates. These specials are offered at varying times to customers, are short-lived, and limited in number. Guests making their own airfare arrangements can then take advantage of these opportunities. If a guest is not arriving at the same time as the participant, how is this handled? If a guest is arriving earlier in the day than the participant, as long as the guest is listed on the participant’s travel form, the guest may check into the hotel prior to the participant’s arrival. Any questions should be directed to the Train To End Stroke Hospitality desk at the hotel. If the guest has purchased a total land package, they will need to inform us of their flight arrival and departure times, so that we are able to provide them with transportation to/from the airport (group travel dates only). When will guests be charged for the land package? The land package will be charged within 2 weeks of receipt of the travel form. What if I don’t purchase the guest package, but want to have a guest in my room? You can purchase a Single Room Supplement for your guest. ASA pays for you to be in the hotel room with another Runner/Walker Participant. If you wish to room on your own or have a guest stay with you who are not purchasing the Total Land Package, you must make up the price of the room by purchasing a Single Room Supplement. If you have a guest in your room, you will not be paired with another participant, so the cost of the room must be made up through this charge. If a guest isn’t flying on group dates, can ground transportation be backed out of the land package? No, ground transportation costs are charged based upon a package deal. The cost includes transportation to and from the airport, to the race, and when appropriate to the pasta and/or victory party. While a guest may not be using the to and from airport transportation, they will require transportation to the race, and the parties. When dealing with travel arrangements for large groups, it is necessary to provide a standard land package for everyone, to keep our costs down, and we can not make exceptions. Will transportation to and from the local airport be included in the travel expense? No. The affiliate may choose to make their own plans but will be responsible for making arrangements and funding the costs. 40 03/03/16 If a participant wants to use their frequent flier miles for airfare, is it possible and how should this be handled? A participant can use frequent flier miles to book their airfare. Airlines require the person owning the frequent flyer miles to make their own arrangements, so the travel agency would not be able to book the air for them. Participants must keep in mind that frequent flier miles often have blocked dates so they need to ensure they can get flights on the dates needed. Participants will need to discuss with their staff contact how much will be deducted from their fundraising minimum by arranging their own air travel. Who provides quotes for airfare? Travel agencies specializing in group travel packages provide quotes for airfare. As outlined in the question below, airfare costs change on a daily basis. How is airfare determined? Airfare is based upon the availability on each individual air carrier. Six months prior to the actual event, an estimated number of participants is provided to the travel agency. Airfare is then blocked on specific airlines based upon arrival and departure times and locations. The blocking of airfare secures our participants’ tickets on TTES specific group dates and that the airfare will not exceed a certain amount. Rates for airlines change on a minute by minute basis. For example an airline has 250 seats available on a flight; eleven months prior to the scheduled flight, the airline determines the rates to be used for that particular flight. They also determine how many seats they are going to offer at each of their different rates. In this hypothetical example, the airline determines that the first 25 tickets purchased in the first 15 days, will be offered at $200 per ticket. The next group of seats is offered at $250 for the next 15 days, etc. The closer to the departure date the higher the rate. Once each of these group of seats are booked, airlines start offering the next rate. This is also why you can call for a price in the morning, and go to book in the evening and the rate could be different. Because we can not make reservations until the participant reaches the fundraising minimum or recommits (which is approximately 75 days prior to the actual event), sometimes we are not always getting the lowest fare that was originally offered for that particular flight. When we pre-block seats with the airlines, we get a guaranteed rate once we have given a deposit to the airlines. This is how we are able to determine what the cost is for those participants traveling on the group appointed travel dates. For those participants wishing to extend their stay, that is when the above scenario comes into play. As individuals are determining their own plans that are separate from the TTES program, we are unable to preblock seats as we do not know what their desired travel dates may be. How are specific hotel destinations determined? Hotels are selected based upon room rate, location to event, & availability of rooms for group dates. When possible, we will try to keep training teams in the same hotel. However, in some cases this will not be possible, and rooms will be provided on first come, first serve basis. This is especially true when the destination does not have large hotels. What is included in the hotel costs? Hotel costs include the cost of the room, taxes, resort fees (if applicable) and in some cases, gratuities for bellman. Because these events are held on weekends, the hotel rates though discounted are their peak night’s rates. 41 03/03/16 Can I have a room by myself? Yes, you just need to pay the Single Room Supplement fee to make up the other portion of the room charge. This will be a fee of the room rate per night, each night of the program dates. This fee will be charged within 24 hours of the travel agency receiving your travel form. How should we prepare for international events? When leaving the country for a race event, it is necessary to have a passport. Some destinations do require only a certified copy of your birth certificate and a valid ID. However, it is best to have a passport. It is best to handle getting a passport upon registering for the international event, this way there will be no last minute running around to get a passport. It usually takes anywhere from 2-4 weeks to receive your actual passport. Contact your local county passport office for more details. How are race entry fees handled? Race entry fees should be paid for by the affiliate. Depending upon the event, some provide online registration, but participants are not considered as registered until the fee has been paid. Other events will require completion of registration form, or sending of lists with all required information along with a check covering all fees. National Center will inform staff each season how the individual races will be handled. How will a participant change their travel plans once a trip has already been booked? Any changes made to airline tickets after ticketing will result in a change fee. This is a fee the airlines charge directly to our travel agency, which we will pass to the participants. Please encourage participants to be certain of travel arrangements before booking so that they avoid this fee. Additionally, if changing an air ticket increases the price above the group date cost, the participant will be responsible for paying for the change fee and the difference. How should last minute cancellations be handled? While we certainly do not want anyone to cancel when they have recommitted to the program, we do anticipate that some of this will occur. In virtually all cases, participants are issued non-refundable airline tickets. In addition, we have to commit to the hotel not only a guaranteed number of rooms, but also a guaranteed minimum we will be spending on food and beverage items months in advance. These are expenses we can not recoup even if someone does not attend the event. And because the airline tickets are issued in the name of the participant, for those that drop at this point, the ASA is not able to use these tickets in any way. If anyone drops from the program after recommitment, your affiliate will be charged for the full land package price and any nonrefundable airfare and/or cancellation fees. There will be no exceptions to affiliates being charged, as these expenses have already been incurred. The participant can use a non-transferable, non-refundable ticket within a year’s time. It is clear in the recommitment form what the participant will be charged, however, it is your choice whether you pass these costs on to the participant. It is our recommendation that you do so, regardless of the amount raised to date. If these costs are not passed on to the participant, donors dollars are not being used to fund ASA programs & research, and we have incurred travel expenses for someone not even participating in the event. However, you know best how to handle the relationship with the participant and how this decision will impact the entire team. Costs should definitely be passed to the participant if he/she has not raised enough to cover the expenses incurred. 42 03/03/16