A Delicious Way to Fundraise and
   Support Local Agriculture
Aubree Durfey                    Mary Stein, MS
Farm to School Assistant         Farm to School Coordinator
Montana Team Nutrition Program   Montana Team Nutrition Program
aubreedurfey@gmail.com           mstein@montana.edu
(406) 581-8209                   (406) 994-5640
Why Healthy Fundraising?

Children’s wellness is at the core…
Healthy Fundraising Supports
    School Wellness Policies
     Child Nutrition and WIC
     Reauthorization Act of 2004, the
     U.S. Congress established a new
     requirement that all school
     districts with a federally-funded
     school meals program develop
     and implement wellness policies
     that address nutrition and
     physical activity by the start of
     the 2006-2007 school year.
Children’s Nutritional Wellbeing

Childhood obesity has more than tripled in the
  past 30 years.
Traditional School Fundraisers

What’s for sale?
A Fundraising Concept that is Aligned
   with Farm to School Endeavors…
              Farm to School serves to:
                 – Promote healthy eating habits
                   and reduce risk of obesity and
                   other health related disorders
                   in children.
                 – Connect the school meals
                   program to local agricultural
                   products
                 – Serve as an experiential avenue
                   for nutrition and agricultural
                   education
                 – Support local farmers and
                   ranchers
                 – Enhance community awareness
                   about local food systems
Harvest Montana Fundraiser

DEVELOPMENT AND HISTORY
PILOT: From Farms to Schools
                  Fundraiser
        • Fall 2008
        • 2 schools sold $18,000
          of 12 Montana food
          products
        • All the money stayed in
          Montana
        • 40% to schools, 60% to
          producers
        • Healthy fundraising
          items
Harvest Montana Fundraiser – GVF2S

•   Fall 2009 in Bozeman area
•   6 schools
•   Division 60% Vendors, 40% Schools, 10% GVF2S
•   10 products, price range $6 to $30
•   Total sales of $37,700
Harvest Montana Fundraiser – GVF2S


               • Fall 2010
               • 7 schools, Bozeman
               • 50% Vendors, 40%
                 Schools, 10% GVF2S
               • 17 products, $5 to $50
               • Total sales: $59,496
Harvest Montana Fundraiser

CURRENT PROJECTS
Harvest Montana Fundraiser – GVF2S


• Fall 2011
• Goal is 8+ schools
• 50% Vendors, 40% Schools, 10% GVF2S
• ~ 17 products
• Developing educational activities to
  accompany fundraiser
4-H Pilot Project

• Montana Team Nutrition Program
• Three 4-H groups independently organizing
• Resources developed:
  – Simple Guide
  – How-to Guide
  – Templates
Other Fundraisers
• Healthy Idaho Fundraiser
• Seed & garden fundraisers
• Leelanau County’s Glen
  Lake schools
• NEW- fundraiser in
  Kentucky modeled after
  HMF
Harvest Montana Fundraiser

ORGANIZE YOUR OWN
Step 1: Read Up

Download How-to Guide, past reports,
         and templates at:

http://opi.mt.gov/Farm2SchoolFundRais
                   ing/
Step 2: Get Support




    Develop      Bring together      Estimate
  reasons for    key players and    number of
the fundraiser    get approval     participants
Step 3: Make Goals

•   What are you raising money for?
•   How much do you need to raise?
•   Division of retail prices
•   Education?



                                  …Template time!
Step 4: Set Timeline

• Set specific dates for your fundraiser ahead of
  time
• Pick your sell dates and work from there
• Allow plenty of time (3 months!)



                               …Template time!
Step 5: Chose Products & Vendors
Product guidelines & helpful tips:
  – Use local resources to locate vendors (ie. Made in
    Montana database)
  – Unique products that are gift-able
  – Avoid highly perishable or items that do not ship
    well
  – Special considerations for uncooked/uncured meats
  – Keep the focus on healthy foods
  – Avoid non-food or agricultural products
  – Keep local a priority
  – Communicate clearly & often
Step 5: Choose Products & Vendors
         Product           Vendor           Retail Cost (apprx.)

Onions             Sunshine Valley Farm   $15
Step 6: Create Brochure & Materials
• Brochure & materials should:
  –   Be attractive
  –   Match (brand your fundraiser)
  –   Be easy to read and handle
  –   Fit your needs and budget

• Possible materials include:
  –   Brochure/Order form (together or separate)
  –   Posters, Announcements & Fliers
  –   Instructions sheets
  –   Educational items
Step 7: Create a “Buzz”
                          Announcements &       Community wide
    Incentives/Prizes
                             reminders         advertising & media
•   Field Trips          • In school           • News media –
•   Tickets              • Send-home             write a press
•   Gift cards             announcements         release
•   In class “parties”   • Posters             • Community
                         • Kick-off              calendars
•   Recess time
                           assemblies          • Posters in
•   Recognition
                         • Other educational     businesses and
                           opportunities         high-traffic areas
                                               • Partner
                                                 organizations &
                                                 businesses
Step 8: Sell Away!

•Ensure that begin and end dates are very clear
•Provide reminders and encouragement
•Arrange with teachers or group leaders to collect
the order forms
•Make sure students know to collect money at
time of sale
Step 9: Delivery Day


Order pick-up

  Separation

     Distribution to participants

        Distribution to customers
Step 10: Follow-up, Celebrate, & Reflect


•Promptly correct mistakes
•Collect feedback
•Write a end-of-fundraiser article
•Celebrate! Thank the organizers, families, and
participants
•Consider summarizing sales, feedback, lessons
learned and sharing with the national community
Thank you!
 Questions & Discussion

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Harvest Montana Fundraiser Presentation

  • 1. A Delicious Way to Fundraise and Support Local Agriculture
  • 2. Aubree Durfey Mary Stein, MS Farm to School Assistant Farm to School Coordinator Montana Team Nutrition Program Montana Team Nutrition Program [email protected] [email protected] (406) 581-8209 (406) 994-5640
  • 3. Why Healthy Fundraising? Children’s wellness is at the core…
  • 4. Healthy Fundraising Supports School Wellness Policies Child Nutrition and WIC Reauthorization Act of 2004, the U.S. Congress established a new requirement that all school districts with a federally-funded school meals program develop and implement wellness policies that address nutrition and physical activity by the start of the 2006-2007 school year.
  • 5. Children’s Nutritional Wellbeing Childhood obesity has more than tripled in the past 30 years.
  • 7. A Fundraising Concept that is Aligned with Farm to School Endeavors… Farm to School serves to: – Promote healthy eating habits and reduce risk of obesity and other health related disorders in children. – Connect the school meals program to local agricultural products – Serve as an experiential avenue for nutrition and agricultural education – Support local farmers and ranchers – Enhance community awareness about local food systems
  • 9. PILOT: From Farms to Schools Fundraiser • Fall 2008 • 2 schools sold $18,000 of 12 Montana food products • All the money stayed in Montana • 40% to schools, 60% to producers • Healthy fundraising items
  • 10. Harvest Montana Fundraiser – GVF2S • Fall 2009 in Bozeman area • 6 schools • Division 60% Vendors, 40% Schools, 10% GVF2S • 10 products, price range $6 to $30 • Total sales of $37,700
  • 11. Harvest Montana Fundraiser – GVF2S • Fall 2010 • 7 schools, Bozeman • 50% Vendors, 40% Schools, 10% GVF2S • 17 products, $5 to $50 • Total sales: $59,496
  • 13. Harvest Montana Fundraiser – GVF2S • Fall 2011 • Goal is 8+ schools • 50% Vendors, 40% Schools, 10% GVF2S • ~ 17 products • Developing educational activities to accompany fundraiser
  • 14. 4-H Pilot Project • Montana Team Nutrition Program • Three 4-H groups independently organizing • Resources developed: – Simple Guide – How-to Guide – Templates
  • 15. Other Fundraisers • Healthy Idaho Fundraiser • Seed & garden fundraisers • Leelanau County’s Glen Lake schools • NEW- fundraiser in Kentucky modeled after HMF
  • 17. Step 1: Read Up Download How-to Guide, past reports, and templates at: http://opi.mt.gov/Farm2SchoolFundRais ing/
  • 18. Step 2: Get Support Develop Bring together Estimate reasons for key players and number of the fundraiser get approval participants
  • 19. Step 3: Make Goals • What are you raising money for? • How much do you need to raise? • Division of retail prices • Education? …Template time!
  • 20. Step 4: Set Timeline • Set specific dates for your fundraiser ahead of time • Pick your sell dates and work from there • Allow plenty of time (3 months!) …Template time!
  • 21. Step 5: Chose Products & Vendors Product guidelines & helpful tips: – Use local resources to locate vendors (ie. Made in Montana database) – Unique products that are gift-able – Avoid highly perishable or items that do not ship well – Special considerations for uncooked/uncured meats – Keep the focus on healthy foods – Avoid non-food or agricultural products – Keep local a priority – Communicate clearly & often
  • 22. Step 5: Choose Products & Vendors Product Vendor Retail Cost (apprx.) Onions Sunshine Valley Farm $15
  • 23. Step 6: Create Brochure & Materials • Brochure & materials should: – Be attractive – Match (brand your fundraiser) – Be easy to read and handle – Fit your needs and budget • Possible materials include: – Brochure/Order form (together or separate) – Posters, Announcements & Fliers – Instructions sheets – Educational items
  • 24. Step 7: Create a “Buzz” Announcements & Community wide Incentives/Prizes reminders advertising & media • Field Trips • In school • News media – • Tickets • Send-home write a press • Gift cards announcements release • In class “parties” • Posters • Community • Kick-off calendars • Recess time assemblies • Posters in • Recognition • Other educational businesses and opportunities high-traffic areas • Partner organizations & businesses
  • 25. Step 8: Sell Away! •Ensure that begin and end dates are very clear •Provide reminders and encouragement •Arrange with teachers or group leaders to collect the order forms •Make sure students know to collect money at time of sale
  • 26. Step 9: Delivery Day Order pick-up Separation Distribution to participants Distribution to customers
  • 27. Step 10: Follow-up, Celebrate, & Reflect •Promptly correct mistakes •Collect feedback •Write a end-of-fundraiser article •Celebrate! Thank the organizers, families, and participants •Consider summarizing sales, feedback, lessons learned and sharing with the national community
  • 28. Thank you! Questions & Discussion

Editor's Notes

  • #4: Virtually all schools in America raise funds to pay for supplies and equipment and to supplement other school activities. Most schools hold several fundraisers per year… school fundraisers are very commonplaceBut what are schools most often selling? Candy, cookies, junkfood - most coming from distant locales.Fundraising provides a perfect opportunity to make healthy change in a school.NEXT SLIDE ! "!#$!!%!!%
  • #5: Beginning in the fall of 2006, all schools participating in the national school meals programs MUST adopt a wellness policy that addresses:Nutrition quality of the food available THROUGHOUT the school environment Opportunity for physical activity throughout the dayFundraising with junkfood definitely falls within the realm of the these policies that are now in place in schools throughout the country. So schools are looking for ideas and alternatives for raising funds WHILE supporting student wellness.NEXT SLIDE
  • #6: Why… what is up with student wellness?FROM CDC: Childhood obesity has more than tripled in the past 30 years. The prevalence of obesity among children aged 6 to 11 years increased from 6.5% in 1980 to 19.6% in 2008. The prevalence of obesity among adolescents aged 12 to 19 years increased from 5.0% to 18.1%.1,2Obesity is the result of caloric imbalance (too few calories expended for the amount of calories consumed) and is mediated by genetic, behavioral, and environmental factors.3,4 Childhood obesity has both immediate and long-term health impacts:Obese youth are more likely to have risk factors for cardiovascular disease, such as high cholesterol or high blood pressure. In a population-based sample of 5- to 17-year-olds, 70% of obese youth had at least one risk factor for cardiovascular disease.5Children and adolescents who are obese are at greater risk for bone and joint problems, sleep apnea, and social and psychological problems such as stigmatization and poor self-esteem.3,6Obese youth are more likely than youth of normal weight to become overweight or obese adults, and therefore more at risk for associated adult health problems, including heart disease, type 2 diabetes, stroke, several types of cancer, and osteoarthritis.6So how do fundraisers weigh in here?NEXT SLIDE
  • #7: At the risk of being a complete killjoy - I will state unequivocally - the stuff we’ve been selling through school fundraisers has not been helping to teach our kids about healthy eating. Take a look…Butter braidsCookie doughCookiesChocolateAll delicious, I’m sure… but where’s the balance? Can we do things differently?I think so.NEXT SLIDE
  • #8: From NFSN: “Farm to School enables every child to have access to nutritiousfood while simultaneously benefiting communities and local farmers.In addition to supplying nourishing, locally grown and produced foodin schools, Farm to School programs offer nutrition and agricultureeducation through taste tests, school gardens, composting programs,and farm tours. Such experiences help children understand wheretheir food comes from and how their food choices affect their bodies,environment, and community.”NEXT SLIDE
  • #9: Thus… the Harvest Montana Fundraiser was born….In 2007 - the Montana Team Nutrition Program received a grant to do a pilot program exploring this concept of a healthy, local food focused fundraiser. And it worked…NEXT SLIDE
  • #10: - Fall 20082 schools: one k-5, one k-8
  • #11: GVF2S has organized the Harvest Montana Fundraiser for Bozeman area schools for 2 years and is working on the 2011 fundraiser. In 2009: 6 schools: 5 elementary, 1 K-8Division 60% Vendors, 40% Schools, and 10% additional administrative Sales
  • #12: Fall 20107 schools , 6 elementary, 1 K-5Division: Incorporated the 10% and reduced the vendors %, had to increase retail prices for some of the items to make up for the reduced priceIncreased number of products and vendors and included two meat products by using a voucherIncreased sales Top seller sold $701!
  • #14: Fall 20107 schools , 6 elementary, 1 K-5Division: Incorporated the 10% and reduced the vendors %, had to increase retail prices for some of the items to make up for the reduced priceIncreased number of products and vendors and included two meat products by using a voucherIncreased sales Top seller sold $701!
  • #15: 1. Montana Team Nutrition Program is helping THREE 4-H groups from around the state will be organizing the fundraiser in their area =1. 2. Resources developed to help these groups organize: simple guide, how-to guide, templates for the order form and background for the brochure (matches the slide) - These are available for anyone to download and use
  • #16: Healthy Idaho Fundraiser in 2008, no additional information is available
  • #18: There are many fundraisers out there, and it is a great idea to go out there and check out what folks are currently doing for their fundraisers. It can also help you track down vendors and products.The information on the Farm to School Fundraising website is very helpful
  • #19: Develop reasons for the fundraiser – Local, healthy fundraiser… want to connect children to their agricultural surroundings…. Know who you need to get approval from – parent organization, other organization, school, etc.Estimate number of participants and which schools or groups will be participating
  • #20: Important to make goals for the fundraiser so you know how much effort you need to put in and how long you will need to take to organize. Questions to answer on template (slide)
  • #21: Set a SPECIFIC timeline dividing responsibilities - Consider important dates such as PIR days, parent-teacher conferences, holidays, etc. 2. Pick sell dates and work from there …. Highlighted on template - Fall is a nice time due to holiday gift-giving and meals3. Allow 3 months for organizing4. For template, just take a few minutes to pick a selling period, think about what works best for your school or group and determine when you should start planning
  • #22: To maintain the integrity of this program, we ask that groups follow the product guidelines, which also serve as helpful tips Basic framework: Healthy, Local, FoodMore in-depth: Use Local Resources – databases, farmers markets, local food directories, etc. Unique products that aren’t readily available in stores and that are something that would be given as a gift – pictures should represent what packaging it comes it Avoid highly perishable items since they will be difficult to work with or that people cannot ship fairly easily (such as bulky baskets)Special considerations for raw frozen meats – GVF2S has had success in the past giving people who order the sausage or roast a voucher that the customer redeems at the store. Check with your county sanitarian before proceeding, they can really help you. Make sure ALL products meet regulations. Focus on HEALTHY foods, or products that support a healthy lifestyle, limit the number of cookies, candies, jellies, sweet bread mixes, etc. to 25% of the product mixLimit non-food products or those that do not contain any agricultural products. Non-food products that can really work are: lotions, soaps, or candles that contain local goat’s milk or beeswax, seeds, or gardening implementsMake local a priority- look what is available in your immediate area and work out from there. Communicate clearly & often with vendors. Make sure they are on the same page and understand the responsibilities, quantities, pricing, dates, etc. You don’t want a vendor to leave you high and dry. - Approximate number of individuals participating in fundraiser - The length of the selling period, - Estimated sales (numbers) for their product, - Time frame between when the order is placed and when the product needs to be delivered (recommended at least two weeks), - When and where product is to be delivered - Percentage of the retail price to be received by vendor (50-60% is recommended) - The participating vendors must be able to provide enough product to fulfill all orders in the given timeframe.
  • #23: Set a SPECIFIC timeline dividing responsibilities - Consider important dates such as PIR days, parent-teacher conferences, holidays, etc. 2. Pick sell dates and work from there …. Highlighted on template - Fall is a nice time due to holiday gift-giving and meals3. Allow 3 months for organizing4. For template, just take a few minutes to pick a selling period, think about what works best for your school or group and determine when you should start planning
  • #24: TEMPLATE QUESTIONS TO ANSWER: Who can do the design? ______________________________________________________How many brochures/order forms will you need to print? _____________________How much will the design cost? $_____________Determine your printing costs: $_____________What other brochures/order forms/printed materials will be needed? (Additional materials can include posters, seller instruction sheets, announcements, reminder announcements, etc.)
  • #25: TEMPLATE QUESTIONS TO ANSWER: Who can do the design? ______________________________________________________How many brochures/order forms will you need to print? _____________________How much will the design cost? $_____________Determine your printing costs: $_____________What other brochures/order forms/printed materials will be needed? (Additional materials can include posters, seller instruction sheets, announcements, reminder announcements, etc.)
  • #27: Order pick-up (Vendors deliver): Choose a specific date and time for vendors to deliver, spacing them out Find an easily accessible location such as a storage unit, garage, etc. that will allow you enough space to easily maneuverIf more than one school or group participating, then separate to school/group orders, Separate into participant orders – Be very careful here, this is where a lot of mistake happen. Retain the original or copy of the order form to fill the orders and then attach to orderParticipants pick up orders (call ahead for any large or bulky orders) at a designated time & location and deliver to individual customers