Fundraiser Expense Worksheet Calculator
How to help sellers understand the money
Most elementary school students sell simply because they’re excited about winning prizes. On the other hand, older students are better able to comprehend and appreciate why sales goals are necessary and what it’s going to take to reach them.
An argument can be made that if they have a greater understanding of what has to be done in order to reach a specific fundraising goal; they may be more apt to participate and work harder.
In other words, they'll take more ownership in selling because they understand what it’s going to take to achieve their objective.
The fundraiser expense worksheet calculator gives your students an active role in determining how many brochure items need to be sold in order to cover their expenses.
Add Up Your Expenses
Under expenses, in the expense items column, write down what it is that needs to be paid for. This is the purpose for your fundraiser. For example, if you are a cheerleader group you may be raising money for:
- Camp Outfits
Below the cost column, put in how much each thing is going to cost. If you’re raising money for more than one thing, make sure to add up the amounts and put the total in the total amount space.
Calculate How Many Items
On the right hand side, divide your total amount by 5. The average profit for each item sold out of a brochure is about $5. So if you need to raise $100, you’ll need to sell 20 items:
Total Items Needed = Dollar Amount Needed ÷ 5
Success Team Members
Effective sellers never go it alone. They’re good at asking other people they know to help them sell. Under success team members, right down your name and 4 other names of people you feel confident can help you sell. For example, you can ask your parents, older brother or sister, aunt and a close family friend. Below the items column to the right, write down the number of items that you’ll commit to selling, and the number of items that you plan to ask the 4 other people to sell. In our example above you could sell 4 items while asking 4 others to sell 4 as well. If successful, your team will have met your 20 item goal.
- You can also use this worksheet to calculate each student’s fair share goal.
- Make copies of the worksheet and have your students fill this out at your kickoff meeting.
- Offer an additional incentive and tie it into your students reaching the item goal. For example:
- Everyone who reaches the goal will get their name placed in a grand prize drawing. For every 5 additional items sold, their name will be added again.
- The first student to reach the goal and turn in their completed worksheet along with their order form and money envelope wins _______________.
- Make sure to have your students write in what the additional incentive is on the worksheet.
- Before turning in their worksheet, make sure students write in the item amount they ended up selling in the total items sold box.
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- 5Kari Smith — PTA PresidentRodriguez ElementaryRaised:$26,326.50
- 5Kathy Ortiz — CounselorSanders ElementaryRaised:$15,373.50
- 4DeAnne Glenn — Vice PrincipalFlag View IntermediateRaised:$33,410.50
- Elena Pena — Assistant Principal5Price ElementaryRaised:$10,040.00
- 5Betty Hinkle — Fundraising Chair
The School Fundraising Guidebook provided by Big Fundraising Ideas is a life saver. As a full-time school district employee with many hats to wear, this guide’s efficiency helps our fundraising run on its own. The guide includes everything needed for a successful fundraiser. I enjoy the convenience of pulling out pre-made forms; making copies and sending them home with the students. It is an easy to follow, self explanatory manual that makes fundraising the successful task I didn’t mind taking on. This guide takes you that extra mile to meet your organizations needs, with little effort by following the time-line and instructions included. Many thanks to those who created this time saving guide which helps us achieve our goals.St. Mary’s Charter SchoolRaised:$18,648.40
- 5Lanaie Morgan — TeacherAlder School
- 5Betty Hinkle — A/P and FundraisingSt. Mary's Charter SchoolRaised:$22,075.80
- 5Wanda Clark — Principal
This was our first fundraiser and it ran very smoothly. It helped to have the packet to explain the fundraiser process. I had a team in place that facilitated the fundraiser which made my job much easier.
We were pleased with the profits and especially the super party. Big Fundraising Ideas was very helpful throughout the entire program. Thanks again for helping our first fundraiser to be a huge success.Williamson ElementaryRaised:$8,528.83
- 5Rey Escalante — PTA PresidentFlour Bluff IntermediateRaised:$17,384.50
- Angie Ramirez — Principal5Kostoryz ElementaryRaised:$30,820.50
- 5Valerie Layton — PTO PresidentSinton ElementaryRaised:$22,020.00
- 5Laurie Cisneros — PTA PresidentNoonan ElementaryRaised:$26,618.00
- 5Carmen Zavala — PrincipalVillarreal ElementaryRaised:$13,143.65
- 5Brenda Martinez — Assistant Principal,C. Santos Benavides SchoolRaised:$72,194.50
- Sonia Longoria — Fundraising Chair5Leal ElementaryRaised:$23,862.50
- 5Janice Rudd — PrincipalPinecrest School
- 5Monico Rodriguez — PrincipalO'Grady ElementaryRaised:$20,462.50
- Pete Morales — Principal5Zapata South ElementaryRaised:$24,062.50
- 5Chanda Goff — Dance Committee SponsorThe Colony Education Center
- 5Angelica Perez — PTC PresidentAlma Pierce ElementaryRaised:$23,757.00
- 5Jane Trevino — Assistant PrincipalRuiz ElementaryRaised:$19,159.42
- 5Adan Ramirez — Assistant PrincipalPearson ElementaryRaised:$10,350.00
- 5Misty Brannan — SecretaryF.W. Gross MontessoriRaised:$3,293.00
- 5Donnetta Herin — PTA PresidentSchanen Estates ElementaryRaised:$17,623.67
- 5Rick Gutierrez — PrincipalPetronila ElementaryRaised:$4,208.17
- 5Rachel Quarnberg — Fundraising CoordinatorAnderson ElementaryRaised:$7,944.50
- 5Gloria Paredes — PTA Vice PresidentMilton ElementaryRaised:$18,336.00
- 5Chelsi Persellin — PTA Fundraising Coordinator
For this being my first time ever doing this, Big Fundraising Ideas made the fundraising process extremely easy! They were always available to address any concerns that we had.
The product quality was also great. Our sales actually doubled from previous years as we brought in more money than ever before!
We are definitely interested in working with them again next year!Webb ElementaryRaised:$43,603.00
- 4Karen Meredith — BPA Sponsor/TeacherWaller High SchoolRaised:$1,055.87
- 5Lisa Zamoran — SecretarySam Houston ElementaryRaised:$17,899.50
- 5Marilee Howard — PTO Vice President
Our experience with y'all has been fantastic!!! Everyone in the office has been so helpful, especially with our endless questions!
We really loved that the products came in already boxed with the students name, teacher and grade on a label! You have no idea how much stress that took off! That is always one of the biggest hassles!
Thank you so much for making this the most stress free fundraiser ever! We look forward to working with you again!Gresham ElementaryRaised:$8,550.50
- 5Elizabeth Gongora — PrincipalLe Noir ElementaryRaised:$18,684.00
- 5Deborah A. Morales — PTO PresidentEd Downs ElementaryRaised:$24,831.00
- 5Maureen Stevens — PTA Fundraiser ChairpersonWelder ElementaryRaised:$21,480.50
- 5Eva Rodriguez — SecretaryBlaschke Sheldon ElementaryRaised:$20,730.00
- 5Jennifer Golec — President H & SPark Elementary
- 5Mary Salas — CoachRio Hondo IntermediateRaised:$17,260.00
- 5Amy Doughty — Sophomore Class Advisor/TeacherSandusky High SchoolRaised:$1,102.50
- 5Ginny Johnson — Pool Manager/Fundraising CoordinatorNinilchik SchoolRaised:$3,419.75
- 5Ruben De La Rosa — Assistant PrincipalLyford ElementaryRaised:$28,217.50
- 5Raynaldo Perez — PrincipalArchie Parr ElementaryRaised:$22,031.00
- 5Maria Elena Rodriguez — Fundraising ChairJohn F. Kennedy ElementaryRaised:$28,091.00
- 5Marry Jo Torres — PTA SecretaryFannin ElementaryRaised:$14,396.00
- 5Misty Upton — PTA SecretaryStricklin ElementaryRaised:$27,286.00