Service Dogs by Warren Retrievers

@T%, PO Box 647 - Madison, VA 22727

P:": ,*WR 540-543-2307 www.sdwr.org
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Guidelines fundraising for Serryice Dogs by Warren Retrievers
The folloiving rnformation rs horv Scn.ice Dogs b1'Waren Retrievers e\pects our clients to
operate anl' fund rarsing actrvitv. Failr-rre to complv rvith thcse guidelincs can resttlt in the ioss of
our organrzation's non-profit status. as a client- vou could be rcmoved from our program and it
could be pcntsed in a coutt of law

Clients rvi1l pron,ote their Fundrarsing Acttvitics as being tax dedrictible to the donors and fbr the
benefit ol Service Dogs bi' Waren Retrievers- lnc.- utich is a tax- exempt -r01(c) (3) charitable
corporation You muy not personally henefit./iom the Funclruising Activities, other tltun to
receive u metli.cul ulert service dog and relotetl training untl ussistutt.ce, cottsistent v,ith tlte
purposes thut ollo's+,our t($-exempt status. NO THIRD PARTY FUNDRAISING SI7.ES SUCH
AS "GoFunrlMe" ARE PERMITT.ED.

Section -:01(c)(3) of the hrtemal Rcvenue Code of 19tt6. as amcnded. maudates that nc part of the
net eamings of a tax-exempt. charitable organization mav inure to the benefit of anr, private
rndividual. Yorir retention of anv part ofthe donated frurds received as a resuit of the Fr"rndraising
Activities (other than as reimbursement for actual rcasonablc docurnented expenses incured in
putting on the event) is improper and clearh coustitutes imtrcureut to a pn\''ate tndil-idual Your
retention of ftinds bel,ond actual reasonable docun-rented expcnses raised tn the Frurdraisrng
Activitics is a violation of federal tax lau'. As manv famiiies and entities will have donated items
for raffle. auction or other items for use. pleasc be arvarc that t,' picallv there ore vela' ferv. if arrl .
actuai expenses incurred in vour Fundrarsing Activitles.

Scn.ice DogsbvWaren Retricvers,Inc. is requiredto reporttothc IRS in detail all of its

Fr-urdraisrng Activitrcs on its annuali1,-filed Fomr 990 rnfonr-rational tar retttm. Scr-v.ice Dogs b1'
Warren Retrier;ers. Inc rvill repofi on Schedulc G of the Fonn 990 the full amount of the
chantable donatioirs received b1, 1,ou on behalf of Sen'ice Dogs bv Wamen Retricvers- Inc., based
on the infomration that 1.ou provide our organization. We are also required to repofi that )'ori had
custody and control of Service Dogs bv Wamen Retrtevcrs- Inc" charitable corrtributions and to
repofi. to the best ofour klouledge. should there be anv rctention offunds. the arlount offunds
that vou have retained.

You :ue requrrcd to remitto Servrcc Dogs b1'Warrcn Retnevers. Lrc. all of the charitable
donations recerved b)'],o., on its behalf, aiong i,vith documcntation to sttppofi an1' associated
expenscs. If funds and expense documentation are not received rvithin foufieen (14) davs of an
evellt or rvhen raised or donated. rve rvill othenl,tse be forccd to plrrslre all available remedies
against 1'ou in order to remain compliant rvith fedcral tax iau'-

of Scn,ice Dogs b;'Warren Retricvers- Inc. EIN is a

Piease be advise d further t1-rat the use
rcvocable license that is expresslv conditioncd on \.olrr compliance rvith all of the tem-rs and
conditions of this polic1,. Your use of Service Dogs b1' Waren Retrievers' EIN in a1r.v manncr
constitlltes vour agreelnetlt to be bp*d br thc tenls of tiris policY and b1'tiris erpress condition.

Last npclate lol13l2ol.1 Page , ?Lnrtial

"t[2
-inttial
Ifat any time, you make the decision to leave our program or decide that you don't want a
service dog; all monies received are a donation to Service Dogs by Warren Retrievers Inc.
and cannot be returned or allocated to another client.

It is required that we are notified of all fund raising activities. Please email the date, location.
time, and the event details as well as projected cost and revenlre expected to anyone in our
outreach department. Should anyone outside of your household frrnd raise on behalf of the
organization" r.ve need to be notified in the sarne lnanner as stated above. It will also be required
that these guidelines are signed by anyone fund raising for our organization on behalfofyour
family or for the organization in general.

Any fundraising questions, forms, promotional materials, press releases, media coverage,
requesting someone from the organization attend your event, an1.'thing to do with raising money
for this organizatronis to be directed to anyone in Client Services. A11 printed materiais must
have approval from our organization. We do hold the rights to our brand and no alterations are
accepted.

Please print these guidelines and sign below. This must be returned before to any ftindraising
begins. We thank you in advance for your prompt attention to these guidelines.

(your signature) I have read and understood the guidelines and

tot13l2ot4)
Becky Schmitt (print your name)
B/5/20t9 | ]-L:12 PM EDT
(date signed)

sophi e schnli tt (list the name of the family and/or individual you are fund
raising for)

Please scan, mail, or fax to Service Dogs by Warren Retrievers

Email: dan(@)sdrvr.org Fax: 540.543 .2305 PO Box 647 Madison, Y A 22'727

Last update l0ll3l20l4 Page 2 o initial

 ffi I

FAQ About Our Fundraising Process

Service Dogs by W arren Refievers
PO Box 647 - Madison, Y A 22727
540-543-2347 www.sdwr.org

How much money do I have to raise to qualify for a dog?

SDWR asks each family to fund raise at least $25,000 as a volunteer for SDWR. Most
agencies use program development personnel to raise the money needed to train and
place service dogs. Because of this they are limited to whatever this person or people
can bring in over the course of a year. By using our clients as volunteer fundraisers we
are able to operate on a much larger budget, which means we can place far more dogs
and do not have to utilize a waiting list.

This is good news for you! The funding you are raising is used to support the SDWR
mission of placing service dogs with disabled children. Once your fundraising
requirement is well undenrvay you will then qualify to receive one of our specially trained
dogs. Itwill cost SDWR nearly $48,000 to place a service dog with yourself oryour child
so any amount of money you raise that exceeds your minimum requirement of $25,000
will certainly make it possible for us to train even more dogs for more individuals. We do
offer opporiunities to fundraise as a volunteer to our program over a three year period,
however many families complete their fundralsing goal during our reservation wait period
of currently 10 months.
SDWR wiil assist you with fundraising ideas. We have a handout titled Fundraising - A
Great Start with many wonderful ideas on ways to raise money for SDWR, These ideas
will usually bring in much, if not all of the money needed to fulfill your fundraising
requirement. This amazing document is provided as part of the acceptance packet only.
Remember, SDWR is not asking you to go out and fundraise for yourself, independent of
SDWR. You are required to "volunteer" to fundraise for SDWR as a sort of "partnership"
in providing a service dog to you.
We are heie to guide you, approve all fundraising efforts, make changes on all material
going out to the public, and offer suggestions to improve your efforts.
You will not be sent out to raise money on your own, which can seem Very
overwhelming, you are volunteering for and working with SDWR'
We will be here to support your efforts in any way that we can.

Why can't I just raise funding on my own?

SDWR is a 501(c)(3) agency. This means that not only is the donation tax deductible by
the person donating it but also that we are accountable to the IRS for our fundraising
efforts. ln addition there are agency policies in regards to how fundraising is done. For
these reasons, all fundraising efforts must be cleared through SDWR.
You will need to call and/or email us with your activities. On the fundraising handout you
will find the following statement "Keep a detailed account of all your contacts including
but not limited to, schools, universities and colleges, churches, media other agencies,
businesses, or funding sources. Provide updates on your fundraising efforts weekly." lf
we have a problem with how a letter or flier is worded, we will provide alternate wording.
lf an activity is not acceptable we will explain and offer an alternative means of raising
the money. There are specific ways the money raised through the means on the handout
Fundraising - A Great Start should be collected and/or supplied to SDWR and these will
be shared with you at the time that we discuss the fundraiser with us. lf you were just to
go out and "do it on your own," you might accidentally misrepresent the fundraising
process to the donors or create a legal issue that we would then have to deal with.
Remember, in essence you are volunteering your time and fundraising efforts to SDWR
in order to qualify for a dog from our agency.

What happens if I can't raise the entire amount?

We have placed several hundred service dogs and have never had an applicant who
truly put effort into fundraising who could not raise the total amount of their fundraising
requirement. lt does take time; funds do not come in overnight. SDWR will continue to
work with you for as long as ittakes. Generally the fundraising takes 6-12 months.
However, if you were to raise half, three-fourths, etc. of the money and then quit your
fundraising efforts, stating you no longer wish to participate in this process, no dog will
be placed with you.

The donations you helped to raise for SDWR are not returned. These are monies given
to SDWR as a donation and will be used by SDWR to continue our service dog
placement services.

Please be clear on this topic of discussion, SDWR will NOT quit working with you as
long as you are making the efforts needed. We will support you in any way and stay with
you until all funds are raised. No family who has honestly worked at fundraising has not
received their dog! What if I can afford to just pay the money or my family wants to just
pay the money?

ln the event that a participant has the means to provide the amount of their fundraising
requirement themselves, they may make a personal donation to SDWR. lt must be
clearly understood that this is a donation made to the agency and NOT a fee paid to
"buy" the dog. Whether a person is fundraising or personally donates the fundraising
requirement, they must still meet the other contracted requirements to get a dog. The
contract is provided before you begin your fundraising requirement.

lf the person fails to meet the contracted agreement and no dog is placed, or a dog is
removed after placement, the money donated is not returned.

Remember it is a donation NOT a fee paid for the dog and fundraising is not the only
requirement you must meet to get a dog.

How do I know that the money I bring into SDWR is credited to

my efforts?
You will be asked to tell anyone making a donation to SDWR because of efforts on your
part, to include your name on their check or to attach a letter, newspaper clipping, etc.
that shows the donation is in your name and should be added to your list of donations
secured for SDWR.
Each time a check comes in with a notation indicating your name, it is noted on your
records. A letter of thanks is sent to the person who made the donation to SDWR that
they can use for tax purposes.
At the time your records show you have met your requirement, your case is officially
opened and a dog is placed into training for you.
What happens if extra money comes in?
AII donations that come in are made to SDWR and not to you personally. Any extra
funds that come in as a result of your efforts are used to provide service dogs to people
with disabilities.

Does completion of my fundraising requirement guarantee me a

dog?
Completion of the fundraising requirement assures that you are eligible for a dog and
that SDWR will supply a dog trained specifically to meet your needs. You must
participate in training with the dog through our two year training program with our
instructors in your environment and in public. Make all training sessions, with the dog,
after the dog is placed, and maintain the training contract you signed prior to fundraising
as well as the placement contract you will sign at enrollment and prior to placement of
the servlce dog.

You should also know that how the dog is placed is not guaranteed by the fundraising
requirement. Let's say you have been approved for a Mobility Assistance Dog and wish
to take this dog into the public. You have finished raising money and the dog has been
fully trained. However, after the training period is over, you have not been able to
demonstrate that you can handle the dog in public; the dog will then NOT be placed for
use in public.

You will sign an agreement stating you understand the dog is for home use only until at
some later date you may be then able to demonstrate better control of the dog. lf you fail
to follow through on your requirements for getting a dog at any point during the entire
process, from fundraising through maintbnance of yearly certification the dog will not be
placed or may be removed from your home.

Again, please be assured, SDWR will provide a dog that was chosen and trained
specific to your needs. Your ability to handle the dog determines if the dog is placed for
use in the home or for use in public as well.

lf you fail to communicate with our trainers and follow through with our training sessions,
at this point would be as a direct result of your failure to meet the training requirements.
SDWR cannot simply hand someone a trained dog.

The recipient must learn how to use the dog both in the home and in public.

Do I have to use Donor Drive?

You are required to at least set up a Donor Drive page. lf you choose to fundraise in only
checks and cash that is up to you, but you are not permitted to use other sites like
GoFundMe or Kickstarter as they are not non-profits and will not provide a receipt for the
donations given to your campaign. There are fees, and taxes that will be paid by the
creator of the campaign on sites such as GoFundMe and Kickstarter. Should you have
further questions please call Client Services and they will be more than happy to answer
any question you may have regarding this matter.

What Do I do with Cash and Checks?

lf someone gives you cash please put that in a secure place immediately. Enter the
donation on Donor Drive as an "Offline Donation" lf you need help with how to do this,
please contact Client Services for further instructions on that. Once it is entered please
put it on the donor tracking sheet, which you can get from Client Services. The you will
convert the cash to either get a cashiers check or money order. PLEASE DO NOT
SEND CASH IN THE MAIL!!!I!

For checks, you first need to make sure that the check is made out to SDWR and not
you... If it's made out to you, we ask that you have the check re-issued as we can't give
them a receipt if it's not donated to us, but to you instead. Once you double check who
the check is made out you will then enter it on the tracking sheet and mail a copy of the
tracking sheet and all checks and money order or cashiers check to P.O. Box 647
Madison, V422727

What sort of media can I use?

We encourage you do to all types of media through out your journey with your service
dog. Every time you mention one of our "invisible diseases or disabilities" you are raising
awareness for it. lf you couple that with your service dog and how it helps your family
and how it's changed your life, even better.

Radio and newspaper is what you are allowed to do before you get your dog. We do like
to review all articles prior to making it to print, just to make sure the facts are all there and
clearly understood. We are happy to talk with reporters and help answer questions
that you may not be equipped to answer. Please give them the number for the main line.
540-543-2307. We would also like the article link or the radio sound byte when you are
done.

Television is NOT PERMITTED before getting the dog. We encourage your first
television video be delivery! lf you can arrange it so that there are people waiting there
when the dog first arrives, do it. Please notify your training staff first so they aren't
caught off guard of course. They will be there to answer any questions that the news
crew might have.

What events are we allowed to do?

ln general we allow all types of events. That being said, you must have all events
approved. To approve events inform Client Services of them and they can give you
feedback or other ideas to make it even better. They will make sure the event is
appropriate and is acceptable. As an ambassador for SDWR you represent us, and we
of course want to look our best, as first impressions are everything!

Flyers for every event must be approved as well. All flyers as well as social media blasts
must say "All proceeds are going to Service Dogs by Warren Retrievers and are tax
deductible." This informs everyone that they are donating to an actual non-profit
organization.

As your fundraising guidelines state (first two pages of the contract that you signed),
fundraising is a privilege, and should you fail to follow these instructions you will lose the
privilege of using our tax status and name.
Can I use your Logo?
Yes. Yes. Yes. YES!!!! We encourage all of our families to use our logo we just ask that
you not alter it in any way. Client Services will be able to provide you with the logo, you
just have to ask and we like to do a final approval of the location of the logo.

Who Do I contact should I have questions about fundraising or

need ideas?
Client Services will be your contact for all things fundraising and in general can answer
all questions you have while you are waiting to hear from the training department about
a delivery date. Once you complete the ptedge they will contact you.

Hopefully this has answered your basic questions. lf not, please feel free to call and
discuss your questions or concerns with a SDWR staff member. We have placed several
hundred dogs in the community, using this process, and their recipients are thrilled to
have them!

We look forurard to beginning this exciting journey to receive a

wonderful SDWR service dog, with you. The day the dog is placed,
we guarantee all your efforts will seem light in respect to the
wondrous life you and your dog will have together!

By signing below, Vou acknouvledge that you have read the

Frequently Asked Questions and you understand them'
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Buitding Belationships. Changing Perceptions, Enriching Lives.

lJntil there is a cure .., There is a dog. Hope is good!
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Tfue SDWR m{fferexace

. Our training program utilizes volunteer and partnership programs.

Our dogs have countless hours of training by our staff & volunteers before
they ever get delivered to their forever homes

We place our service dogs based on specific information given by the

recipient through our application and intake forms which guides the
ultimate match between dog and it's "person".

We return to each client's home every 90-1.20 days for a period of up to 1-B

months to continue the training of both dog and it's "person".

There is never any travel required by the families to SDWR. Our trainers
travel directly to our recipient families with no financial burden for the
family. The organization absorbs all travel expenses.

Fundraising helps pay it forward so that the next family can receive a service
dog so that it is never a financial burden to the family. We believe no family
should have to pay for a service dog.

We have placed over 600 dogs across the country and served nearly a
thousand families,

SDWR offers a Lifetime Training Guarantee for all of our breeds. If the
service dog isn't fulfilling his/her capabilities or is not living up to his/her
training standards after completing the program and specific criteria is met
we offer this guarantee.

. SDWR offers a customized training program for every client we serve.

o There is no age, financial status nor severity requirementto receive one of

our selice dogs.
 The SDWR Program
(Links are prouided on second page)

SDWR would like to clear up some misconceptions that the general public may have
about our service dog program. We like our Ambassadors to have all the facts for the occasion
that they are presented with inaccurate assumptions or people who don't understand the
program. ln addition to the information we have on our website, the details of the program are
explained to our Ambassadors throughout the enrollment process, through the application and
many other subsequent forms including the enrollmenVacceptance agreement that is sent at the
beginning of being accepted into our program. We understand that if you are newly enrolled in
our program, you may not know where to find this information, so we are happy to helpl
The common misconception from the general public is that this is 'stop, drop and roll'
program where we are done with a family as soon as the dog is dropped off, but that is opposite
the truth. There are internet trolls out there that gossip saying "SDWR dogs are not trained and
are dropped off at their forever homes without being taught how to help their new families."
Through this message, we hope to clarifu and dispel the falsaties by setting the record straight
with TRUTH in the details of how this program works.
Thetruth: The SDWR program_.lisnt just a 'Hey, here's your dog!', it is a customized
training program because we understand that every individual presents different symptoms and
that one dog will not perform the same tasks as another dog with a different family. The dog is
placed at the age of 18-24 months and has already been through some foundational training.
After delivery, the family & service dog will receive ongoing training & support over a period of
12-18 months. There will be routine follow up training visits approximately every 3-4 months to
refine skill sets and customize training skills that the family and your trainer will work on.
How can a dog's skill set be customized to the needs of a specific person's disability if
the dog never experiences learning with that person? How will a family know how to listen to the
dog and reinforce the skillsefs a dog is learning if our trainers just dropped a dog off and said
goodbye?
This program takes work and dedication, patience and persistence, communication and
commitment, because this is a training program. Even after the initial training, SDWR offers a
Lifetime Training Guarantee for if the dog needs his/her skills refined down the road. As we all
know, these dogs are not robots, and it takes time and repetition in their daily routine to ingrain
the tasks and skills they need to know.
 The SDWR Program
We you to ask us directly any questions you may have aboutthe prggram

https ://ti nyu rl. comly356ujzw Lifetime Training

Guarantee
We want to prove Your
service dog is a worthY
investment for you, and for
us. By nature of our
dedication, we take care of
you, your family, and Your
service dog every steP of
the way.

https ://ti nyu rl. com/y4 u 37Y5v Testimonials

We encourage you to go
onto our website and
read/watch testi mon ials
from families that have
been placed with service
dogs.

https ://ti nyu rl. co m/y4 rnnreds FAQs

We have an FAQ portion
on our website to helP
answer questions you may
have.

https ://ti nyu rl. com/yy36tPxh SDWR Social Media

Are you following the
SDWR Social Media Page?
It is frequently updated and
full of stories that SDWR
families have sent us
through the years.
Section lll: Placement of Dog 'it
Our unique service dog program is unmatched. Our training and placement guidelines
are highly structured for each service dog and their family. To further ensure success
for both parties our program promotes a high level of involvement between your family,
the service dog, the trainer, and the organization. Our unique program provides our
dogs with countless hours of training before they arrive to your home environment.
Delivery occurs once your pledge has been met in full, shortly thereafter (normally
within months). Timeframes are fluid and subject to change.

What you can expect: Once your pledge has been met, you will be required to update
necessary forms. You will have a period of silence, this is the hardest part, "hurry up
and wait" as things are in holding pattern until the next step. Once your selected dog is
chosen you can expect a telephone call from our training director. During this telephone
call you will learn of your new dogs name, coloring, gender, etc. Then you will be able
to ask all the questions pertaining to you specific dog that have come to mind during the
enrollment process.

You will also learn of a tentative time-frame in which to expect delivery of your dog.
Delivery of your service dog is between 3-4 days in duration. The trainer and your
service dog come to you. So, you and your family NEVER have to leave the comfort of
your own home and you can maintain your normal routine which is very important for
families with special needs like an invisible disability.

Your training program consists of a trainer returning back to your home routinely, every
3-4 months on average for another 1-3 days over a period of 18 months. Additionally
each family is expected to maintain a monthly check in log during the training period by
submitting them online for our trainers review so that progress is continually being
monitored and addressed. You will also be expected to follow the SDWR guidelines
during the training period. Your service dog is not a puppy. lt will be 18-24 months of
age with foundational training that SDWR will customize for your family from time of
placement over the next 18 months.

For the process to be successful, it takes the effort of EVERYONE involvedl

As we know, dogs.are living, breathing animals and are not robots. We understand that their
behavior, trained or untrained, is subject to change over time. Due to this we understand there
might be unforeseen moments where your service dog may not be performing as promised.
These instances are very rare, but we offer each of our clients a Lifetime Training Guarantee"
This means that if your service dog experiences a loss of training or is unable to perform, both
the client and the dog are welcomed back to our facility for retraining. Additional support may
also be provided through follow up consultations, phone calls, email support and/or dog and
client instruction.

Wrap-Up .
We hope you have found this packet helpful and full of useful
information and resources for the continuation of your journey in
obtaining a service dog for your family!

As you can see SDWR is unlike any other service dog program out
there. We are committed to each of our ambassadors and their
success and we know you are just as committed as we are!

From all of our administrators, scheduling team, client services,

trainers, kennel staff, all of our volunteer raisers, donors, and ambassadors, existing hundreds
of clients and the many hundreds to follow in your footsteps we truly are, One team, one voice,
one mission, one heatt, one goal!

Until There's a Cure...There's a Dogl $