Posts Tagged ‘fundraising’

Suggested Timeline for Purim 2018

October 4, 2017

Important:  The dates below are simply suggestions. There is plenty of wiggle room in this timeline.  It’s often best to work BACKWARDS when creating your own timeline, based upon when you need to order supplies for your mishloach manot.

  1. In November
    1. Make sure you get your contract in to qualify for the Happy Purim early bird discount (November 8th)
    2. Sign up for a Happy Purim web tutorial.
    3. Identify the people who will run the fundraiser. Often it’s one or two people to handle the website and marketing of the fundraiser, and a separate group that’s in charge of the baskets.
    4. Decide on a “theme” for your baskets (not necessary, but popular; click here to see a list of 20+ mishloach manot themes).
  2. In December
    1. Figure out where you’re getting your Mishloach Monos supplies or ready made packages from.
    2. Compile (or get from organization office) a list of all the members in your organization. Make sure to double check for accuracy! 
    3. Send the list to HappyPurim.com support to update your online database or update it on your own.
    4. Finalize all details of your Purim fundraiser and setup your account via the administrative website.
  3. Prior to January 2nd, 2018
    1. Prepare an email and/or letter to your members informing them of the details of your Purim project. (HappyPurim has templates available)
    2. If you have a large contingent of non-internet users, prepare a physical order form or download Happy Purim’s order form.
    3. Have your order forms, envelopes and/or mailing labels printed. (not necessary if you’re only emailing your members)
    4. Make sure you have volunteers to help with the folding and stuffing on January 2nd.
  4. On January 2nd, Monday – Prepare mailing: Fold and Stuff!
  5. On January 3rd, Tuesday – Mail or email order forms.   Typically 3-6 weeks is a good ordering window. Read this post for a discussion about the length of ordering windows.
  6. February 15th 11:59pm (Thursday) – Deadline for placing orders. End your fundraiser on a weekday to ensure that anyone who received a reminder email at their work email has a chance to place a last minute order. 
  7. February 18th thru February 23rd – Note that you’ve got a bit of wiggle room here to extend your deadline if necessary. Just make sure you leave enough time to purchase your basket supplies and assemble the mishloach manot.
    1. Pack the Shalach Monos.
    2. Print your “scrolls” – that is, the personalized letters that list all the names of the people sending to each recipient.  If using HappyPurim.com, this only takes a few clicks of your mouse!
  8. March 1st – Purim! – Distribute the Mishloach Manot. if you haven’t yet Congratulations – take a well deserved break and enjoy your Purim! 
  9. Sometime after Purim – Bill for reciprocity charges.  Not necessary if using HappyPurim.com, it’s automated!

You should modify the above timeline to fit your needs. If we missed anything, or you’ve got a suggestion to add please let us know!

This calendar is designed for users of Happy Purim’s Shalach Manot Software based upon our experience. Click here for a post with more details for anyone still doing this manually.)

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Suggested Timeline for Rosh Hashanah 2017

April 5, 2017

Important:  The dates below are simply suggestions. There is plenty of wiggle room in this timeline.

  1. In June
    1. Make sure you get your contract in to qualify for the Happy Rosh Hashanah early bird discount (June 15)
    2. Identify the people who will run the fundraiser. Often it’s one or two people to handle the website and marketing of the fundraiser, and a separate group that’s in charge of the baskets.
  2. In July
    1. Figure out where you’re getting your Honey jars or cards from.
    2. Compile (or get from organization office) a list of all the members in your organization. Make sure to double check for accuracy!
    3. Send the list to HappyRoshHashanah.com support to update your online database or update it on your own. You can email the list to support@happyroshhashanah.com, but please make sure it’s in the proper format!
    4. Finalize all details of your Rosh Hashanah fundraiser and setup your account via the administrative website.
  3. July 20 – July 27
    1. Prepare an email and/or letter to your members informing them of the details of your Rosh Hashanah project. (HappyRoshHashanah has templates available)
    2. If you have a large contingent of non-internet users, prepare a physical order form or download Happy Purim’s order form.
    3. Have your order forms, envelopes and/or mailing labels printed. (not necessary if you’re only emailing your members)
    4. Make sure you have volunteers to help with the folding and stuffing on August 16th!
  4. On August 2, Wednesday – Prepare mailing: Fold and Stuff!
  5. On August 3, Thursday – Mail or email order forms.   Typically 3-6 weeks is a good ordering window. Read this post for a discussion about the length of ordering windows.
  6. September 7, 11:59pm (Thursday) – Deadline for placing orders
  7. September 8 through September 15 – Print and Mail your cards or honey jars.

Make sure you include the names of the people sending to each recipient.  Using HappyRoshHashanah.com, this only takes a few clicks of your mouse!

Note that you’ve got a bit of wiggle room here to extend your deadline if necessary. Make sure you leave enough time to print and mail, and if you’re selling honey jars, enough time to place an order with your supplier.

  1. September 21 – Rosh Hashanah!
  2. Sometime after Rosh Hashanah – Bill for reciprocity charges.  Not necessary if using HappyRoshHashanah.com, it’s automated!

You should modify the above timeline to fit your needs. If we missed anything, or you’ve got a suggestion to add please let us know by emailing support@happyroshhashanah.com!

Suggested Timeline for Rosh Hashanah 2016

May 18, 2016

Important:  The dates below are simply suggestions. There is plenty of wiggle room in this timeline.

  1. In June
    1. Make sure you get your contract in to qualify for the Happy Rosh Hashanah early bird discount (July 4)
    2. Identify the people who will run the fundraiser. Often it’s one or two people to handle the website and marketing of the fundraiser, and a separate group that’s in charge of the baskets.
  2. In July
    1. Figure out where you’re getting your Honey jars or cards from.
    2. Compile (or get from organization office) a list of all the members in your organization. Make sure to double check for accuracy!
    3. Send the list to HappyRoshHashanah.com support to update your online database or update it on your own. You can email the list to support@happyroshhashanah.com, but please make sure it’s in the proper format!
    4. Finalize all details of your Rosh Hashanah fundraiser and setup your account via the administrative website.
  3. August 3 – August 10
    1. Prepare an email and/or letter to your members informing them of the details of your Rosh Hashanah project. (HappyRoshHashanah has templates available)
    2. If you have a large contingent of non-internet users, prepare a physical order form or download Happy Purim’s order form.
    3. Have your order forms, envelopes and/or mailing labels printed. (not necessary if you’re only emailing your members)
    4. Make sure you have volunteers to help with the folding and stuffing on August 16th!
  4. On August 16, Tuesday – Prepare mailing: Fold and Stuff!
  5. On August 17, Wednesday – Mail or email order forms.   Typically 3-6 weeks is a good ordering window. Read this post for a discussion about the length of ordering windows.
  6. September 15, 11:59pm (Sunday) – Deadline for placing orders
  7. September 15 through September 26 – Print and Mail your cards or honey jars.

Make sure you include the names of the people sending to each recipient.  Using HappyRoshHashanah.com, this only takes a few clicks of your mouse!

Note that you’ve got a bit of wiggle room here to extend your deadline if necessary. Make sure you leave enough time to print and mail, and if you’re selling honey jars, enough time to place an order with your supplier.

  1. October 2 – Rosh Hashanah!
  2. Sometime after Rosh Hashanah – Bill for reciprocity charges.  Not necessary if using HappyRoshHashanah.com, it’s automated!

You should modify the above timeline to fit your needs. If we missed anything, or you’ve got a suggestion to add please let us know by emailing support@happyroshhashanah.com!