Fundraising Guidelines

There are rules and guidelines for 3rd Party events and promotions which must be followed in order to comply with IRS regulations.

A 3rd Party Event is an event, activity or promotion that:

• Benefits the Affiliate
• Is conducted or promoted by an individual or organization unrelated to the Affiliate
• Is separate from the Affiliate, Affiliate activities and Affiliate resources
  
  Examples: Product or Store Promotion, Sporting Event, Entertainment Event

The 3rd Party should be primarily responsible for ALL aspects of the event including:

• Organizing
• Operations/logistics
• Promotion/Publicity/Advertising
• Legal liability and insurance
• Financial liability

The Affiliate will support your fundraising efforts by:

1. Listing the event on the Komen Puget Sound Calendar of Events website 
2. Including a link to the Komen Calendar of Events in outgoing e-communications to Komen stakeholders which will list your event **as schedule allows
3. Post third party event information through Affiliate social media channels including Facebook and Twitter
4. Providing educational materials for a breast health table at the event
5. Scheduling a Komen representative to speak at your event **subject to availability
6. Extending the option to order wholesale priced Komen merchandise **subject to approval of planned distribution
7. Provide a document on Komen letterhead recognizing the event and acknowledging the philanthropic purpose of the event to supplement the event planners efforts to secure support
8. Mailing gift acknowledgements for all donations made at the event if the donation is a 100% tax deductible gift made directly to Komen and the donor contact information and donation amount is documented. This does not apply to any revenue generated through auctions or raffles.

The Affiliate cannot actively promote the event by:

1. Mailing or emailing invitations to Affiliate's constituents
2. Allowing 3rd Party to use Affiliate mailing or email lists
3. Soliciting sponsorships or donations for the event
4. Endorsing the event, organizers or product
5. Paying the event expenses
6. Reimbursing the 3rd Party for event expenses
7. Providing insurance for the event
8. Providing use of the Komen tax ID number (EIN) for procurement, in-kind or financial donations to the event organizer
9. Opening a bank account for the event or allow a 3rd Party to open a bank account in the Affiliate's name
10. Allowing event fees or sponsorships to be paid directly to Komen.
11. Issuing acknowledgement letters to anyone other than the 3rd Party (unless the donation is made directly to the Affiliate and is separate from the event participation fee)
12. Providing volunteers to:
         a.  Serve on event organizing/planning committees
         b.  Serve in a leadership role at the event
         c.  Have decision-making authority at the event or over event operations
         d.  Sell tickets, accept admission fees or otherwise handle event proceeds

Questions? Contact Shannon@pskomen.org or 206.633.0303, ext. 115