Your Sweet & Simple Fundraising Checklist for a Stress-Free Fall
Why Use a Fundraising Checklist?
Running a fundraiser can feel overwhelming—there are deadlines to manage, products to organize, and volunteers to coordinate. A fundraising checklist keeps everything on track by breaking the process into simple, actionable steps.
Whether you’re planning a school fundraiser, a sports team campaign, or a community project, this guide ensures nothing falls through the cracks. With clear timelines, team strategies, and practical tips, you’ll save time, reduce stress, and maximize profits. Ready to make your next fundraiser your easiest (and most successful) one yet? Let’s dive in.
Step 1: Register and Get Ready
The foundation of any great fundraiser is preparation. Before you launch, take these steps:
Create Your Fundraising Account
✅ Create an Indeygo Account
Start at our Sign Up page. You'll create your account and unlock all of the tools you need to manage your fundraiser.
Pick the Best Fundraising Products
✅ Review Available Fundraising Products
Not all products are available everywhere. Review our Profit Margin Guide for a snapshot of what's available to you, and explore popular choices like Cookie Dough, Free-Range Turkeys, Harvest Veggie Bundles, and Rocky Mountain Soap.
✅ Ask About Free Shipping Minimums
Factor free shipping minimum order quantities into your goal-setting to avoid surprises and make the most of your profits.
✅ Use the Profit Margin Guide to Set Your Target
Indeygo offers profit margins up to 40% - a great benchmark for calculating an achievable goal.
Plan Your Timeline and Goals
✅ Set a Clear Fundraising Goal
Write down what you are raising funds for and what your financial goal is. Share these details with your team, and break down your target into a tangible number. Is it realistic for your group size to make the necessary sales?
✅ Focus on Promoting 1-3 Products
Too many choices can overwhelm buyers and spread your marketing message thin. Focus on top sellers and create a strong, cohesive campaign.
✅ Plan Your Timeline
The life cycle of a campaign should account for making sales, finalizing orders, and shipping time.
- Allow 2-4 weeks for promoting your Fundraiser and making sales
- Allow 1-3 days for consolidating sales and finalizing your group's Wholesale Order
- Allow 10-20 business days for delivery
✅ Add Sellers to your Fundraiser
Adding Sellers to your Fundraiser allows you to track sales by participant. If you want to reward your top sellers or distribute individual profits, take advantage of our Personal Store Links.
Pro Tip: Pre-book your fundraiser now to iron out details before Fall Fundraising gets into full swing. It takes less than 5 minutes and guarantees access to limited products. Reserve your spot here!
Step 2: Rally Your Team
Your team's energy drives results. Here's how to keep everyone motivated:
Keep Communication Clear
✅ Create a Communication Hub
Group chats, email lists, or regular meetings work well to keep everyone on the same page.
✅ Break Down Sales Goals
Calculate how many items each person needs to sell in order to meet your financial goal.
Promote Your Fundraiser Online and Offline
✅ Share Your Online Store Link & QR Codes
Make it easy for customers to order online. Use custom Store links to track sales by participant.
✅ Use Social Media to Spread the Word
Share your cause, product photos, and progress updates to reach your customers
✅ Distribute Paper Order Forms
Not everyone is online - use paper order forms downloaded from your Dashboard to collect cash sales and cover all of your bases.
Motivate your Sellers
✅ Keep Motivation High
Post leaderboards and progress updates from your Dashboard. Shout out your top sellers!
✅ Monitor Sales Reports in Real-Time
Stay proactive and adjust your strategy if needed.
Pro Tip: Add incentives! Small prizes or team rewards can boost participation.
Step 3: Deliver Results
You've reached the finish line! Here's how to ensure a smooth wrap-up:
Prepare Your Wholesale Order
✅ Add Cash Sales to your Online Store
After your Online Store closes, add your Paper Orders (cash sales) to your Online Orders. Make sure you don't miss any customers before tallying up your final quantities.
✅ Submit Your Wholesale Order
Create your Wholesale Order in your Dashboard. Double-check details like your Delivery Date, Delivery Address, and cumulative quantities.
✅ Confirm Delivery Details
Confirm your delivery details with Indeygo then notify your participants and customers. Plan how to distribute your products: will participants distribute products to their customers, or will customers pick up their products directly?
Make Delivery Day a Success
✅ Recruit Volunteers for Delivery Day
Sorting, counting, and distributing products goes faster with extra hands.
✅ Make Delivery Day Fun!
Play music, take photos, and celebrate your success!
Thank Your Supporters
✅ Thank Participants and Customers, and Share Results
Post your fundraising total and tag @indeygofundraising for the chance to be featured on our website!
✅ Celebrate!
You worked hard! Acknowledge your team and start planning the next big win.
Ready to Start Your Fundraiser?
Pre-book your fall campaign now and guarantee your spot for limited-quantity products.
Need product ideas? Explore these customer favourites:
Be sure to check out our other blog posts for more fundraising tips:
Final Tip: A well-organized fundraiser means less stress and more profit. Follow this Fundraising Checklist, stay motivated, and watch your efforts pay off.
