by blznbec » Tue Nov 16, 2010 11:31 am
Follow up notes:
Other Items Discussed in addition to the walk call outline above. ➢ Remember to check the PW forum for notes and other walk planning information
➢ All related call and walk planning documents are located under the coordinator resources page – only those coordinators with log in access can retrieve the following documents. If you do not have a walk site location up yet and cannot log into the coordinator resources area where these documents are housed, please send me an email so that we can discuss where you are in your site location process and can arrange to send you the documents; Sponsorship letter examples, Sponsorship benefits, Sponsorship commitment form, Deposit form, Style Guidelines (specifically pages 5-8), 501c3 Preeclampsia Foundation, Medical Board Letter
➢ Kohl’s A-Team Volunteer request and monthly Wal-Mart grants (these opportunities are found on the forum).
➢ ALL checks need to be sent to FL office and FL address is listed several places
o Ideally a sponsor or donor could donate online, but if they send a check, please direct them to send it to the FL office, not to you!
o ALL monies will be tracked through the PW site and this is how we will create our database, as well as it serving as a checks and balance accounting record.
o The FL accounting office would like the coordinator to enter all monies they anticipate from a sponsor or donor, for example: You were told by so and so that they are sending a $50 check and firmly believe they will, so you will enter the sponsor/donation but DO NOT check the received box. The FL office will check that box when the sponsor check is received, thus indicating both the office has received the check and you, the coordinator, know it was received.
o Checks received: fill out the deposit form (copy under coordinator resources). You no longer have to send a copy with the check, but make sure to scan the check or make a copy for your records if you prefer.
o If you need a refresher on entering monies into the site or are new and have access to coordinator resources at this time, there are a couple of tutorials that Bluesky put together to help you with entry.
➢ Make sure that if you have any old documents with the MN address, such as letterhead, thank yous, or brochures you are fixing the address first or not using the items. There is a sticker template for the brochures if you have MN address brochures. Please contact Becky to receive the template.
➢ All volunteers that are working with your local team need to fill out a vol. app., and anyone that coordinators decide will be working with confidential information, such as money, email addresses, internal PW documents, or accessing the coordinator resource section of the site, must send in a code of conduct. Both of these items can be found on the Preeclampsia Foundation website under Making a Difference, Volunteer Center. Please send scanned copies via email to Megan Stuart or to Becky. If you do not have access to a scanner, contact me and I will provide alternative ways for you to submit code of conducts. If you have not already, please send Becky the names of everyone I should be contacting for your location. The PW location contact page can now hold more than one email address so make sure if you are a returning coordinator you have updated this page. This will benefit everyone on your team when I utilize the coordinator messaging system on the site.
Next Call: December 14th - contact becky.sloan@preeclampsia.org to be added to the call list.
Follow up notes:
[b]
Other Items Discussed in addition to the walk call outline above. [/b]
➢ Remember to check the PW forum for notes and other walk planning information
➢ All related call and walk planning documents are located under the coordinator resources page – only those coordinators with log in access can retrieve the following documents. If you do not have a walk site location up yet and cannot log into the coordinator resources area where these documents are housed, please send me an email so that we can discuss where you are in your site location process and can arrange to send you the documents; Sponsorship letter examples, Sponsorship benefits, Sponsorship commitment form, Deposit form, Style Guidelines (specifically pages 5-8), 501c3 Preeclampsia Foundation, Medical Board Letter
➢ Kohl’s A-Team Volunteer request and monthly Wal-Mart grants (these opportunities are found on the forum).
➢ ALL checks need to be sent to FL office and FL address is listed several places
o Ideally a sponsor or donor could donate online, but if they send a check, please direct them to send it to the FL office, not to you!
o ALL monies will be tracked through the PW site and this is how we will create our database, as well as it serving as a checks and balance accounting record.
o The FL accounting office would like the coordinator to enter all monies they anticipate from a sponsor or donor, for example: You were told by so and so that they are sending a $50 check and firmly believe they will, so you will enter the sponsor/donation but DO NOT check the received box. The FL office will check that box when the sponsor check is received, thus indicating both the office has received the check and you, the coordinator, know it was received.
o Checks received: fill out the deposit form (copy under coordinator resources). You no longer have to send a copy with the check, but make sure to scan the check or make a copy for your records if you prefer.
o If you need a refresher on entering monies into the site or are new and have access to coordinator resources at this time, there are a couple of tutorials that Bluesky put together to help you with entry.
➢ Make sure that if you have any old documents with the MN address, such as letterhead, thank yous, or brochures you are fixing the address first or not using the items. There is a sticker template for the brochures if you have MN address brochures. Please contact Becky to receive the template.
➢ All volunteers that are working with your local team need to fill out a vol. app., and anyone that coordinators decide will be working with confidential information, such as money, email addresses, internal PW documents, or accessing the coordinator resource section of the site, must send in a code of conduct. Both of these items can be found on the Preeclampsia Foundation website under Making a Difference, Volunteer Center. Please send scanned copies via email to Megan Stuart or to Becky. If you do not have access to a scanner, contact me and I will provide alternative ways for you to submit code of conducts. If you have not already, please send Becky the names of everyone I should be contacting for your location. The PW location contact page can now hold more than one email address so make sure if you are a returning coordinator you have updated this page. This will benefit everyone on your team when I utilize the coordinator messaging system on the site.
[b]Next Call: December 14th - contact becky.sloan@preeclampsia.org to be added to the call list.[/b]