Tài liệu Live Red in support of the Heart and Stroke Foundation of Manitoba pdf

Live Red
in support of the Heart and Stroke
Foundation of Manitoba

Table of Contents
Appendices
(A) Live Red Event Registration form
(B) Live Red CRMP Proposal Registration form
(C) Live Red Resources Request Form
(D) Live Red Event Budget Template
(E) Media Release Template
(F) Live Red Donation Tracking Sheet
(G) Live Red Event Wrap-Up Form
A
Supplementary Documents
(available on request)
A-thon
Auction
Casual Day
Dinner, Social or Gala
Family Day
Food Function
Golf Tournament
Office Olympics
Production
Raffle
Sale
Sport Event or Tournament
What is
Live Red?
B

C
Workplace
Events
D
Community
Events
Cause-Related
Marketing
Promotion
The content of this document is the property of the Heart and Stroke Foundation of Manitoba (HSFM) and shall not be reproduced without the written permission of HSFM.
What is
Live Red?

1
Together, heart disease and stroke is the leading cause of death in Manitoba.
You can help change this. We invite you to join other leaders across the province
to make a difference in the lives of thousands of Manitobans affected by heart
disease and stroke. Assist us in raising awareness and funds by hosting your own
Live Red fundraiser in support of the Heart and Stroke Foundation of Manitoba
(HSFM).
Overview
Live Red fundraisers are activities organized and hosted by members of the
community to raise funds and awareness in support of HSFM.
Live Red activities incorporate fundraising, volunteer support and the promotion
of healthy living, which are pillars of HSFM. As a Live Red organizer, you
exemplify both the Foundation’s need for volunteers to give their time and
donors to give monetary support.
Why Live Red?
Live Red is a fun and exciting way to support HSFM. There are many excellent

reasons to host a Live Red event: to have fun, to celebrate, to honour a loved
one, to promote health, or to make a difference in your community.
Who can hold a Live Red fundraising activity?
Any individual, group, company or organization that would like to support the
fight against heart disease and stroke can register to hold a Live Red fundraising
activity. Live Red activities will be evaluated on a case-by-case basis.
Purpose of this toolkit
We’ve made it easy for you to host your own Live Red fundraiser. This toolkit
is full of information and ideas to help make your fundraiser a success. From
event or promotional ideas, to planning worksheets, HSFM guidelines and
inspirational stories – it’s all here! The material found in this booklet is also
available to download from the Foundation website at www.livered.mb.ca.
Why HSFM needs your support
HSFM is a volunteer-based health charity, which leads in eliminating heart
disease and stroke and reducing their impact through the advancement of
research and its application, the promotion of healthy living and advocacy.
Since HSFM’s inception in 1957, we have:
Y disbursed over $50 million locally to research, resulting in earlier diagnosis,
improved prevention programs and breakthroughs in treatment and recovery;
Y been recognized as a major authority on heart disease and stroke; and
Y cut the number of premature deaths from heart disease and stroke by 70%
Your guide to fundraising
success
“My father died from congestive
heart failure and for this very
personal reason, I am more than
happy to support the Foundation,
which benets our community in so
many ways. HSFM is committed
to assisting third parties like mine

to succeed in their events. I am very
grateful for the moral support they
have given me.”
-Rick St. Croix, Owner
A Real Tradition
Christmas Tree Lot
2
through Foundation-supported programs and services.
Despite our progress, heart disease and stroke remains the number one cause
of death in Manitoba.
Live Red events allow the Foundation to save on resources, ensuring the
greatest part of every dollar raised goes to support our mission. HSFM receives
no core government funding; nor is it a United Way funded agency. Therefore,
HSFM relies heavily on the generosity of Manitobans.
Your donation at work
When you make a donation to HSFM your funds are used for life saving
research, promotion of healthy living and advocacy for the people you care
about – your family, friends, co-workers and neighbours.
Y 90% of funds raised in Manitoba stay in Manitoba
Y 73% of money raised goes directly to the promotion of health, advocacy and
research
Y 22% is reinvested into fundraising
Y 5% is used for administration
Get involved now! Contact HSFM today to start planning your Live Red
fundraiser. No matter how big or small, your efforts will make a lasting difference
in the lives of Manitobans.
We hope you enjoy your Live Red experience. Your help will enable us to
continue to do what we do.
Fundraising opportunities are as
limitless as your imagination. You

can organize a
•
A-thon (walk-a-thon, bike-a-
thon, etc.)
•
Bingo
•
Book club
•
Book sale
•
Bottle returns
•
Calendar sale
•
Card tournament
•
Carnival
•
Car wash
•
Casual day
•
Coin drive
•
Craft fair
•
Cruise night
•
Dance

•
Dinner party
•
Dunk tank
•
Family day
•
Fashion show
•
Fitness challenge
•
Gala
•
Games night
•
Golf tournament
•
Health fair
•
Heart healthy bbq / bake sale
•
Heart healthy cook-off
•
Heart healthy recipe book sale
•
Heart-o-gram, Hallow-gram or
Santa gram
•
Holiday, birthday or anniversary
celebration

•
Karaoke night
•
Live auction
•
Luncheon
•
Lunch money
•
Movie night
•
Murder mystery
•
Music concert
•
Office Olympics
•
Pancake breakfast
•
Paper heart sale
•
Potluck
even more ideas on the next page
3
•
Point of purchase sale
•
Pow wow
•
Product or service sale

•
Quiz night
•
Raffle
•
Relay race
•
Rummage sale
•
Scavenger hunt
•
Silent auction
•
Social
•

Sport event or tournament
•
Talent show
•
Wear Red Day
•
Wine, cheese or food tasting
Remember, the success of your
fundraiser could very well make
a difference to someone close to
you.
more ideas
Getting Started
Planning a Live Red fundraising event can be fun and easy. With the right

preparation and foresight, you are sure to reach your fundraising goals and have
a great time doing it!
Y Workplace Event is held by a place of business and may be targeted to
employees, customers or both. An employee driven event is often organized
and managed by staff, e.g., casual days and office luncheons. Events open to
the public or corporate stakeholders are often larger in scope and are more
likely to involve upper management. Corporations may also organize Cause
Related Marketing Promotions (CMRP). These are point-of-sale promotions
during a specific timeframe, when a portion of sales from a product or service
goes to support HSFM. For more information on CRMPs, refer to page 30.
Y Community Event is a fundraising event that is open to the general public
and is organized by individuals or community groups.
This manual provides a basic outline from which to start. It also provides
supplementary information specific to corporate or community events in the
subsequent two sections. If you need further information or guidance, please
contact the HSFM Live Red Manager.
Organize a committee
Recruit enthusiastic, dedicated volunteers with a variety of skills to share the
responsibilities and to help you organize a successful event. The type of event
you choose should fit the size, interest, talents and goals of your planning team.
Choose your event
Talk to your committee, friends, family, networks and colleagues to find an idea
for an event that really excites you. Keep your audience in mind when making
your decision. Try to find an event that hasn’t been overdone and offers a good
opportunity for others to get involved. The more creative you are, the more
likely people will attend and help you raise money and awareness for heart
disease and stroke.
Think of a fun, creative name people will remember and the name will sell your
vision to potential supporters.
Register your Live Red event with us

Once you have decided on the details, it is important to review the Foundation’s
Live Red Event Guidelines. These guidelines help to ensure your Live Red
fundraiser fits with our Foundation’s policies, mission and goals. Next, fill out a
Live Red Registration Form (Appendix A) and submit it to the Live Red Manager
at least one month prior to the event.
To request Live Red resources and/or promotional support, submit a Live Red
Resources Request Form (Appendix C) along with your event proposal.
Questions to ask yourself before
choosing your Live Red event
Y What is my level of
commitment?
Y Who is my desired audience?
Y What resources are available?
Y What type of event addresses
the three questions above and
fits with my interest, talents,
schedule and goals?
4
Ways we can provide support for
your Live Red fundraiser include:
•
Event planning advice and
expertise
•
HSFM representative for cheque
acceptance or attendance at an
event whenever feasible
•
Letter of support to be used to
validate the authenticity of your

Live Red fundraiser
•
Use of our name and/or logo
(subject to approval)
•
Publicity support through
advertising in HSFM’s newsletter
and website
•
Charitable tax receipts, (if
eligible)
•
Use of promotional materials,
such as HSFM posters, banners,
stickers, donation boxes, and
heart-shaped balloons (when
available)
•
Small prize giveaways (if
available)
•
Health education resources;
•
Nutrition, health, and physical
activity expertise provided
by the Foundation’s Health
Promotion staff in certain
circumstances; and
•
Acknowledgement of your

direct contribution to HSFM.
Determine how funds will be raised and collected at your fundraiser
Try to maximize the number of ways you can raise funds during the event.
We recommend the Live Red Donation Tracking Form (Appendix F) be made
available at your Live Red fundraising event in case participants are interested
in making further contributions to support HSFM. For security and tracking,
we recommend donors make their donations by cheque, made payable to the
Heart and Stroke Foundation of Manitoba. All cheques should be submitted to
you in order for you to track and submit to the Foundation.
Set goals and budget
How much money do you reasonably expect to raise? Consider your audience
when selecting your participation fees, product prices and goals. Be sure to
communicate your goals to all those involved. Use the Live Red Event Budget
Template (Appendix D) to help you identify all potential income and expenses.
Choose a date
Choose the date and time very carefully. Be mindful of any other fundraising
event going on that may be competition for your event. When you set your
date, make sure you have sufficient time to plan and to get the word out.
Find a time of year that works best for your event and stick with it. Every year
planning will get a little easier and participants can plan for it even earlier.
Create a “to do” list
Develop a list of everything that needs to be done before your event. Assign a
volunteer and completion date to each task. Try working back from the date of
the fundraiser to get a better idea of timing. If time is tight, change your date.
Schedule the event
Book the location well in advance to guarantee availability. Choose a location
that is easily accessible to all and has sufficient capacity, space and parking. Pick
a location where the event can grow if you’re planning for this to become an
annual activity.
Permits, insurance & safety

Check well in advance of the event to see if there are any special permits,
contracts, licenses and/or insurance required. For example, you may need to
obtain a liquor license, liability insurance and/or a venue rental contract. For
information on obtaining a liquor license, refer to the Manitoba Liquor Control
Commission website at www.mlcc.mb.ca. HSFM is not responsible for securing
permits or insurance.
Theme
Adding a theme to your event can make it more fun for both Live Red planners
and participants. Try to carry the theme through from promotion and printed
materials to prize giveaways and decorations. Great themes include: holidays
(Valentine’s Day, Halloween), Era (50’s, 60’s or 70’s), Western, Hawaiian Luau or
Mexican Fiesta.
5
Great ways to raise money
•
ticket sales
•
registration fees
•
donation boxes
•
pledge forms
•
prize draws
•
product and services sales
Promotion/Publicity
Create buzz for your Live Red event to ensure its success. Effective marketing
will ensure people know about your event, get excited about it and support it!
Once your event has been approved, the Foundation can post your event

on the Foundation website and in our
Hearts and Minds
newsletter. We also
developed a HSFM Fact Sheet that may help inspire support. Post the HSFM
Fact Sheet in a common area, attach it to event invitations, or quote some of the
information when soliciting support. Ask the Live Red Manager for a copy.
•
Define your goal and audience
What do you hope to accomplish through your marketing and publicity?
Who are you trying to reach with your marketing? How can you best reach
and attract this audience?
•
Choose marketing vehicles
There are a variety of marketing vehicles available to you, depending on your
audience, resources and time. Posters, flyers, letters, invitations, faxes, phone
calls, displays, word of mouth, Internet, email, advertising, media releases,
and media event listings all help spread the word and create momentum.
•
Posters and Flyers
You can develop your poster or customize one of our two Live Red poster
templates. Complete a Live Red Resources Request Form to make your
order. Posters should be posted at least two or three weeks before the event.
•
Internet/Website
The Internet is an excellent way of distributing your advertisement. Post a
copy of your flyer or event poster on your website or company intranet if
you have one. Also consider posting your event on social networks like www.
facebook.com and www.myspace.com, if appropriate.
•
Email

Email can be an effective advertising tool if done correctly. Do not send ads
to people who haven’t actually given their address to you. If you want to
spread the message, ask others to send the information to their contact lists.
Remember to BCC your email invites to protect their privacy. Recommend
people forward emails only to those whom they believe would be interested
in attending.
•
Media Publicity
Think about what type(s) of media are right for your target audience. Contact
local media such as newspapers, television and radio, as they are often
willing to announce special fundraising events free of charge. Ask the Live
Red Manager for a current media contact list.
• Public Service Announcements (PSAs)
Newspapers will often run a calendar of community events. They require a
sentence or two about the event, including the event name, description, date,
Posters and flyers could include:
•
the location
•
date and time
•
a call to action
•
the event name
•
an event description
•
cost of participation
•
contact information where

people can find out more
information
•
logos of sponsors
•
your logo if you have one
•
an eye-catching visual to attract
attention to it
•
an email and phone number
•
door prizes
•
theme
6
Consider planning your event for
one of these HSFM recognized
dates
•
February: Heart Month
•
March: Nutrition Month
•
World Health Day (in April)
•
May: Physical Activity Month
•
World Hypertension Day (in
May)

•
June: Stroke Month
•
World Heart Day (in September)
•
November: CPR Month
•
National Philanthropy Day (in
November)
When booking a venue, inform
the owner or manager that your
event is a fundraiser for charity
and, in some instances, they may
reduce or even eliminate rental
fees. HSFM can provide a letter of
support to authenticate your event
.
time, location, contact information, and the benefiting charity. The deadline
for daily newspapers is usually one week before the print date and two weeks
for weekly papers.
Radio and television stations will often air community announcements. Send
event information to stations approximately four to six weeks prior to the
event date.
Give media your contact information so they can reach you with any
questions.
• Online Community Calendars
Many local television stations have online calendars and anyone is welcome to
post event information on their website. Visit each website of interest to learn
more.
• Media Releases

If you are doing something really unique or creative, you may be able to
attract media attention. Sending a media release is the best way to introduce
your event to the media. The media release should include contact and event
information. Keep in mind the key to getting coverage is uniqueness and a
personal touch. Refer to the Media Release Template (Appendix E) to help
you get started.
• Media Kit
A media kit is a package of more detailed information about your Live Red
event. The kit can include: a one-page media release, a poster or flyer, an
invitation to the event, background information such as the history of the
event, and story ideas to help them see how they could cover your event.
Place information neatly in a folder with a cover page detailing the contents of
the folder and your contact information.
• Send stories and pictures of the event to the media that they might be
interested in using. If you are planning an annual event, all of this publicity
can help make the community more aware when next year’s event rolls
around. Publicity after the event may also bring in additional participation and
support.
Any communications produced by Live Red fundraisers must:
Y specify what percentage or amount of funds will go to HSFM; and
Y clearly show the Foundation is the charity of choice/recipient of support and
not the organizing party.
Any use of the Foundation’s name in print or in the media must be pre-
approved by the Foundation.
Financial management
We suggest one or two committee members are assigned the task of managing
funds. Your “Financial Managers” should keep records and develop procedures
for managing all financial transactions related to your event.They should also set
procedures for cash handling and storage on event day, i.e. safe or cash box. If
cash transactions are expected, a sufficient cash float should be prepared. Use

7
the Live Red Donation Tracking Sheet to track donors and their contributions.
Prize giveaways
Prize giveaways can serve as great incentives for participation. Choose prizes
that appeal to everyone, such as gift certificates or tickets to a concert or
sporting event. If you are in need of a few small prize giveaways for your event,
we may be able to provide them to you.
Food
The HSFM website has many delicious heart healthy recipes appropriate for a
variety of Live Red events. There is also a ‘HeartSmart Guide for Special Events,’
which is available on the HSFM website. Should you have any further nutritional
questions, please contact one of the Foundation’s Nutrition Managers at (204)
949-2000.
Create an event timeline and checklist
Draft an itinerary for the event and ensure all organizers have a copy. Make a list
of assigned duties so all volunteers understand their roles. Remember to bring
your Live Red resources. It is always better to be over prepared.
Photography
Take pictures, collect funds and most importantly have fun!
Helpful tips for securing sponsorship
Securing sponsorship for your Live Red event is one of the ways you can reduce
your event expenses and increase your contribution to HSFM.
Before contacting potential sponsors, here are things you should consider:
•Determinehowmuchmoneyandwhatservicesyouwanttosecurein
sponsorship (e.g. printing, venue, products, advertising).
•Whatsponsorshiprecognitionopportunitiesareavailable?(e.g.eventsignage,
logo on selected promotional material, special acknowledgement at the
event).
•Howmanypeopledoyouexpecttoreachwithyourpromotionandhowmany
participants are expected at your Live Red event? This will help you determine

the scope of your event and the reach your sponsors will receive.
•Whatcompaniesdoyouwanttoapproach?Doyourfriends,family,
neighbours or co-workers have any contacts with companies you are trying to
solicit for sponsorship? Is there a company that “fits” well with your event?
•Localbusinessesmaybehesitanttogivecashtoanewevent,butmaysupport
it with in-kind gifts. Once the event has a proven track record, businesses may
be more inclined to give cash.
Sponsorship Packages
Develop a personalized sponsorship request letter for each potential sponsor.
State exactly the kind of support you are requesting, i.e., a particular product or
Tips for the perfect picture:
Y The best photos usually feature
small groups, including the key
people involved.
Y Take pictures that capture
the theme of your event. For
instance, if it is a sporting event
like a golf tournament, take
action pictures of participants
on the putting green.
Y Take as many pictures as you
can outside. When inside,
remember to use the flash and
avoid taking pictures in front of
a window.
Y Take original photos that
reflect the mood of your
event. Something original will
more likely get noticed by the
media and will make for better

publicity for your event.
8
Every payday, staff are asked to
contribute a dollar or more to the
fund in exchange for being able to
participate in casual dress Friday.
We also hold events throughout
the year to add to the fundraising
total. At the end of the year we
donate the raised money to 12
selected organizations. We chose
to give to the Heart and Stroke
Foundation because heart health is
something that affects everyone in
our organization, and we recognize
the important contribution the
Foundation makes to the health of
all Manitobans.”
-Wendy Hegg,
Chair, Casual for a Cause Committee
Manitoba Blue Cross
a specified dollar amount. You should also state its purpose, for example a silent
auction item or prize give-away. Include event details, such as the date, location
and time. The HSFM Fact Sheet may serve as a helpful resource for creating
your sponsorship letters. Ensure your letter states who you are and the event is
in support of, not hosted by, HSFM. Clearly state the recognition available to
sponsors such as name or logo recognition on event signage, recognition in a
program, website, etc. Provide both your email and phone number so they can
easily contact you. We also recommend that you state a sponsorship deadline
so businesses will not put your request aside and forget about it.

Follow-up
A follow-up phone call is just as important as the sponsorship letter. Wait a
week after sending your letters before making follow-up phone calls. Again,
when talking with sponsors it is important that you inform them that you are not
soliciting on behalf of HSFM, but rather you are raising funds to support the
Foundation. You should also clearly communicate to potential sponsors how
their gift will be recognized.
Do not promise charitable tax receipts. Sponsorship gifts are not eligible for
charitable tax receipts. Sponsors receive a material benefit, such as promotion
or advertising in return for their contribution and are not eligible to receive a
charitable tax receipt. They may be able to claim their contribution as a business
expense for tax purposes.
Tracking
Track all companies, organizations and individuals that sponsored your Live
Red event. Keep records of the contact person and sponsorship received. This
information is needed for sponsorship recognition and for drafting thank you
letters post event.
Thank your supporters
Remember to thank all sponsors with a personalized letter. Do this within a few
weeks of the event. Provide details on how successful the event was and how
their support contributed to its success. It is always a nice touch to add photos
of the event in an email or in your thank you letters. Sponsorship thank you
letters are important in helping secure their continued support for future Live
Red events.
Submitting funds
We ask that all funds and paperwork be collected and submitted to HSFM
within 30 days of your event. Please submit a Live Red Event Wrap-Up Form
(Appendix G) along with your contribution.
I. If tax receipts are not required
Simply submit your Live Red contribution to the Foundation. If sending

one cheque to cover all non-receiptable donations, be aware that the
person whose name is on the cheque is the only person who will receive the
acknowledgement letter.
9
On event day, consider bringing:
•
microphone
•
podium
•
slide projector
•
laptop and sound system for
presenters
•
a cash float and cash box for
cash transactions
•
a credit card processor
if accepting credit card
transactions
•
tables and chairs for registration
•
camera
•
directional signs
•
First Aid kit
•

guest handouts and name tags
•
health education brochures
•
donor pledge forms
•
donation tracking sheet
•
collection box.
ii. If requesting tax receipts
HSFM, like all other charities, must follow all Canada Customs and Revenue
(CRA) tax receipt guidelines. Refer to the Charitable Tax Receipt Guidelines
and the CRA website – www.cra-arc.gc.ca for more information on the
eligibility of receipts. CRA rules are complicated so please direct your
questions to HSFM or a CRA representative.
We ask that you submit the full names and addresses of all donors requesting
receipts (Appendix F).
Say thank you
It is important to properly recognize and most importantly thank your
supporters. While in the planning stage keep track of your supporters, i.e.,
participants, sponsors and volunteers, so no one is missed. Thank them with
a letter, phone call and/or at the event. Communicate how much was raised
and what their support means to you. All receipt recipients will also receive a
personalized thank you letter from the HSFM Live Red Manager.
Evaluate your event
Take time to evaluate soon after the event while the details are still fresh in your
mind. Evaluation is a proactive approach to improving your event year after year.
You may want to consider distributing a questionnaire at a volunteer windup
meeting.
Contact HSFM

We would love to hear how things went and to see pictures of your event. If you
would like us to post pictures on the Foundation website, please send them
electronically to the Live Red Manager.
Celebrate your success
Take pride in all your hard work and community commitment.
Thank you for your interest in HSFM and for your commitment to a heart healthy
future. Manitobans like you make it possible for the Foundation to support life-
saving research.
Remember to keep in touch with HSFM so we can support your fundraising
efforts.
Good luck and have fun!
Sponsor Recognition
Oppotunities
• Event Signage
• Names/Logos on
promotional or print
material
• sponsor product samples
• Display booth
• Event program
• Event website
• Thank you during speeches
10
“On the last Friday of every month
workplace employees from different
businesses throughout the community
pay two dollars to wear jeans for the
day. I think it’s a win-win situation.
My niece just had surgery yesterday.
She was suffering from Tachycardia,

a condition where blood doesn’t ow
correctly through the arteries. She
had been waiting for years for her
surgery, and thanks to funding they
were nally able to open a facility in
Manitoba that could do that. I think
it’s important to do what we can to
help out.”
-Karen Creasy, Jeans Day Organizer
Brandon Sun
Evaluating your event
• Did the event meet goals and
objectives? Why or why not?
• What would you do differently
next time?
• What items were overlooked on
the checklist?
• Was the event well attended?
• How could the event be
improved?
Events may be coordinated at any time throughout the year and often develop
into annual events. Organizers strive to create a mutually beneficial relationship
that helps to improve the health of Manitobans. In return, the Foundation is able
to offer various services and resources to support fundraising efforts.
Registration
HSFM is extremely grateful to those who wish to organize Live Red fundraising
events in support of its health programs and research. After you have read and
agreed to these guidelines, we ask you to submit a Live Red Event Registration
Form (Appendix A) at least one month prior to your event.The registration
process allows us to be aware of your plans so we know how best to assist you.

General
• HSFM reserves the right to refuse support of Live Red fundraising events that
conflict with its mission or that it believes will negatively affect the reputation
of the Foundation.
• HSFM reserves the right to benefit from similar third party fundraising events.
• HSFM will not assume financial or managerial responsibility of a Live Red
event.
• When soliciting for cash or gifts, a third party must not state or imply
representation of the Foundation. It should be made clear that they are an
outside party helping to raise funds in support of the Foundation.
• Live Red events cannot fundraise by canvassing door-to-door.
• HSFM cannot supply receipt books for Live Red fundraising events.
Promotion
• The Heart and Stroke Foundation of Manitoba name and logo are registered
trademarks. Permission must be given in advance by HSFM for the use and
context of the Foundation name and logo on any promotional materials and/
or advertising associated with the fundraiser. Written permission must first be
granted before “Heart and Stroke Foundation of Manitoba” or “HSFM” is
used for any purpose.
• HSFM reserves the right to withdraw consent to use its name or logo at any
time if such use could damage the Foundation’s reputation in the community.
• Authorized use of the HSFM logo does not constitute an endorsement
of any specific business, product or service. The Live Red events will be
promoted and carried out in a manner to avoid statement or appearance of
endorsement.
• All information released to the media must be reviewed and approved by the
Foundation prior to distribution.
• The Foundation cannot promote or generate publicity for your event outside
of a newsletter and/or website posting.
Live Red Event Guidelines

11
• HSFM cannot mail promotional material out to existing donors or provide
donor contact info.
• The relationship between the event and HSFM should be made clear - the
event is held in support of, and not hosted by, HSFM. You may use one of
the following phrases, or something similar, in order to communicate the
relationship:
• Proceeds from this event will go to the Heart and Stroke Foundation of
Manitoba. Use the term partial or net proceeds if appropriate.
• The (name of the event) will benefit the Heart and Stroke Foundation of
Manitoba.
• Your ticket purchase helps us support the Heart and Stroke Foundation of
Manitoba.
Liability
• HSFM assumes no financial or legal liability associated with Live Red events
and is not responsible for any resulting damage, loss or injury.
• HSFM does not insure any Live Red fundraisers. It is the responsibility
of Live Red organizers to ensure that they have the necessary insurance
coverage, licenses and permits and that they are compliant with all relevant
legal requirements. Such documents must be in the name of the Live Red
organizer and not HSFM.
Financial
• HSFM shall be entitled to 100% of the charitable portion raised for HSFM.
This amount is equal to the total event proceeds less any direct expenses
generated by the event. In the event that multiple charities are being
supported, please ensure it is clear on all promotional materials.
• HSFM will not provide financial assistance and will not be responsible for any
expenses incurred by the Live Red event.
• All net funds should be submitted to HSFM within 30 days after the
conclusion of the Live Red fundraiser. In the event that you cannot meet the

30-day deadline, please contact our office.
• A detailed, accurate and up-to-date accounting record of all event proceeds
and disbursements must be prepared and provided to the Foundation upon
request.
12
Charitable Tax Receipt
Guidelines
HSFM, like all other registered charities, must adhere to the Canada Revenue
Agency (CRA) Income Tax Act when issuing charitable tax receipts. A sample of
these regulations is provided below. To learn more about charitable tax receipts
visit www.cra-arc.gc.ca or contact our office at (204) 949-2000, as we are always
happy to answer your questions directly. Issuing inappropriate charitable tax
receipts can put our charitable status in jeopardy so please do not promise any
kind of receipt without first discussing it with HSFM.
It is important that you understand the rules about tax receipts BEFORE you
plan your Live Red fundraiser. It is your responsibility to communicate decisions
surrounding tax receipts to the event participants. Please be sure you have
discussed the situation with the HSFM Live Red Manager and that you are clear
about what can be receipted.
In general, a gift is made and a receipt may be issued if all three of the
conditions listed below are satisfied.
• Some property, either in the form of cash or a gift-in-kind, is transferred
by a donor to a registered charity and
the value of the gift can be determined;
• the property is given voluntarily; and
• there is a clear intent to donate.
Is there a minimum donation amount required for a tax receipt?
Yes, a minimum donation amount of $15 has been established by HSFM due to
the various costs associated with receipting.
Whose name goes on the tax receipt?

The receipt must be made out to the entity listed on the cheque. The individual
owner can only receive the receipt if they are the true donor, for example, the
donation is made by a personal cheque, cash or credit card.
A corporation often issues one cheque representing donations collected from
its employees. For example, this practice is common for workplace casual days.
Although the corporation’s name appears on the cheque, the gift was, in fact,
that of the corporation’s employees. In this case, the corporation will not be
issued the charitable tax receipt.
Can HSFM issue receipt booklets to third party fundraisers?
No, HSFM cannot supply receipt booklets. There are CRA regulations that
we must adhere to with regards to charitable tax receipts. We have no way of
ensuring that these regulations are followed if receipt books are distributed to
13
third parties.
Can a receipt be issued for the price of a ticket to an event?
A charitable tax receipt may be issued for the purchase of a ticket to a charitable
event, but NOT for the entire ticket price. The value of goods and services
received (not including taxes), such as dinner or prizes will be deducted from
the receipt amount.
For example, if the price of a ticket to attend a dinner is $100 and the value of
the dinner is $40, a receipt may be issued for the $60 difference. Please note:
it is the value of the goods and services received and not the cost that will be
deducted from the tax receipt amount. The value is the price that a customer
would normally pay to receive that product or service. It is acceptable to take
into account group or banquet rates. The cost to supply the dinner in the above
example may be $20, but it is the price or $40 that will be deducted off the tax
receipt amount.
The CRA refers to these goods and services received in exchange for a gift as
the Advantage. In the above example the advantage is the value of the dinner,
i.e. $40.

In situations where the cost or portion of the cost is covered by a sponsor or
corporation, the same rule applies, the value that the product or goods would
normally be sold for is still the advantage amount. Only the price paid beyond
the total value of the advantages received is eligible for a tax receipt.
What do you mean by clear intent to donate?
The CRA maintains that in order for receipts to be issued there must be a clear
intent by the donor to enrich the charity, otherwise the gift is not considered
a donation and is not tax deductible. According to the CRA, the value of the
benefits received in exchange for a gift cannot exceed 80% of the gift amount;
otherwise a tax receipt cannot be issued. For example, a person pays $100 to
attend a benefit dinner, the value of the dinner is $40 and the value of a gift bag
received is $45, then the total advantage is $85 or 85% of the ticket price and
therefore cannot be receipted.
However if the value of the benefits received is of nominal or insignificant value
then a tax receipt may be issued for the full gift amount. According to the CRA,
if the value of the advantage does not exceed the lesser of 10% of the value of
the gift and $75, then the value of the advantage is considered to be zero. For
example, if the price to attend the benefit dinner is $200 and the value of the
dinner is $15, then a receipt may be issued for the full gift amount of $200. This
is because the value of the advantage is less than 10% of the gift amount.
Can I receive a tax receipt for the proceeds of the sale of a product or
service?
Yes, funds sent in as proceeds from the sale of a product or service are tax
deductible to the seller, but not to the buyer.
14
Can a receipt by issued for a donation of service?
Contributions of services are not property and therefore do not qualify as
gifts for purposes of issuing official charitable receipts. However, a charity may
issue an official donation receipt if an entity provides a service to the charity,
the charity pays for the service and the entity then returns the payment to the

charity as a gift. The CRA recommends that in this situation, the parties should
proceed by way of an exchange of cheques to ensure the presence of an audit
trail.
What is a gift-in-kind and are they eligible for a tax receipt?
“Gifts-in-kind” are gifts of physical property and according to the CRA are
eligible for tax receipts. A receipt may be issued for the value of an item before
taxes. HSFM requests that organizations donating a gift-in-kind provide an
invoice stating the value (not cost) of the item as of the date of the donation. A
gift-in-kind does not include a gift of service.
Can sponsorship gifts receive a charitable tax receipt?
No, a payment from a business for which the business receives a material
benefit, such as promotion or advertising in return cannot be issued a charitable
tax receipt. However, for tax purposes, the business may be able to claim the
contribution as an advertising expense. In other words, a business may deduct
gifts made to registered charities from taxable business income.
Can a receipt be issued where door or achievement prizes are issued to
event participants?
Yes, but not for the full cost of the event. The retail value of all such prizes is to
be aggregated and allocated evenly amongst all attendees. Furthermore, the
allocated amount must not exceed 80% of the ticket price. For example, 10
people purchase $20 tickets to attend a benefit dinner and in exchange receive
a chance to win prizes valued at $50. The value of the prize advantage works out
to be $5 per person ($50/10 people). Since the value of the achievement or door
prizes is less than 80% of the ticket price, then donors will receive tax receipts in
the amount of $15 ($20 - $5).
Can a receipt be issued for the purchase of a prize draw?
No, you have purchased a chance to win a prize. No part of the cost of a raffle
ticket is a gift which may be receipted for income tax purposes.
Can property donated for sale at an auction be considered a charitable
donation?

Yes, how the charity uses donated property is generally not relevant in
determining whether the donor has made a gift to the charity.
15
Can a receipt be issued for the purchase of an auction item?
Yes, but only if the bid amount exceeds the value of the item by 20%. The
amount of the receipt is equal to the difference between the bid amount and
the value of the item.
Can a charity issue an official donation receipt when it receives a donation
of a gift certificate?
No, the gift certificate is similar to a pledge and like a pledge, cannot be
receipted. Rather, the retailer is entitled to claim the cost of the property
transferred to the certificate holder as a business expense.
Requesting receipts
After the event, in a timely manner, please provide the Foundation with a list
of supporters, full addresses including postal codes, and the amounts of each
individual who would like to be receipted. The total funds donated must equal
or be in excess of the amount to be receipted. We cannot issue receipts for
more than the donation amount.
Tip: donations can be tracked by using the Live Red Donation Tracking Sheet
available for download at www.livered.mb.ca. A sample tracking sheet can
be found in the Appendix of this toolkit. We recommend that you use the
electronic version of this form, which you can submit by email to www.livered.
mb.ca.
Contact us
Live Red Manager
Phone: 949-2000
Email:

Heart and Stroke Foundation
of Manitoba

6 Donald Street
Winnipeg, Manitoba R3L 0K6
Phone: (204) 949-2000
Toll Free: (888) 473-4636
Fax: (204) 957-1365
Email:
www.heartandstroke.mb.ca
17
Workplace
Events

19
Live Red in the workplace
Thank you for your interest in supporting HSFM through a Live Red workplace
fundraising event.
Why Live Red?
Live Red is a great way to align charitable giving with core business interests
in order to achieve business objectives. In turn, your support allows the
Foundation to increase our research commitment and extend our public reach
to benefit the heart health of all Manitobans. Live Red events and Cause-
Related Marketing Promotions allow your organization to make a significant
social investment while maximizing the impact of your philanthropic budget.
A Live Red Workplace event is a fundraising event aimed at employees and
organized and managed by staff, e.g., casual days and office luncheons. Larger
corporate events open to stakeholders or the general public can also be
organized.
Regardless of whether you are senior management or an hourly employee,
anyone can plan a Live Red fundraising event. Live Red in the workplace is a
fun and enriching way to get all of your co-workers or employees involved in

philanthropy. Live Red is also a great way to encourage your workplace to adopt
a heart healthy lifestyle in order to reduce their chances of developing heart
disease and stroke and to reduce downtime in the workplace.
Why Live Red in the workplace?
Live Red in the workplace is a great way to:
Y raise funds in honour of a co-worker, friend or family member affected by
heart disease and stroke;
Y boost employee morale and employee loyalty;
Y encourage team building and leadership skills;
Y give staff the opportunity to relax and have fun;
Y increase employee motivation and retention;
Y get involved in the community;
Y get to know your co-workers;
Y work together for a common cause;
Y acquire skills, knowledge and experience;
Y celebrate employee and organization successes; and
Y promote your organization’s commitment to its community.
This section focuses on helping workplaces plan the most successful Live Red
workplace fundraiser possible. We have provided detailed information on how
to plan, organize and promote fundraising events within your workplace.
Aligning your business with the
Foundation will
•
raise your corporate profile,
•
help build your reputation for,
corporate social responsibility,
•
build key corporate and
community relationships,

•
help reduce the devastating
effects of Manitoba’s leading
causes of death and disability.
Since 80% of Canadians have
at least one risk factor for heart
disease or stroke, Live Red closely
supports the needs and interests
of key stakeholders, including
customers, employees and their
families, local communities and
business partners.