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Fundraiser Request Form

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MAXWELL – GUNTER FUNDRAISER REQUEST FORM

Request form must be turned to the 42 FSS Private Org Box/Office 14 days prior to event

NOTICE: I request authorization to hold a fundraising event on Maxwell AFB. If approved, I further expressly agree to indemnify and hold the United States of America harmless from and against any and all claims, loss, and liability, however caused, arising out of, or in any way connected with this event, whether or not caused or contributed to by any negligence or alleged misconduct on the part of any employee of the United States or member of the United States Armed Forces. I understand should an incident occur, the individual members of the requesting organization – rather than the Air Force – would be liable.





This event is (#1 or #2) of this quarter. I understand each Private Organization or Unofficial Activity is authorized 2 fundraisers per quarter.

DETAILS OF YOUR EVENT

(Example – WHAT: Wish to hold a bake sale, car wash, etc.; WHERE: In the BX lobby, parking lot, etc.; PURPOSE: Funds will be used to offset the cost of a unit party). Please be as detailed and comprehensive as possible, attaching additional sheets if necessary.)

(Must be in a common area)

BLDG MGR INITIALS:

Attach Flyer If Applicable I understand that I cannot advertise this event until the fundraiser and flyer have been approved. All printed and electronic media must contain the following disclaimer: “THIS IS A PRIVATE ORGANIZATION or UNOFFICIAL ACTIVITY. IT IS NOT A PART OF THE DEPARTMENT OF DEFENSE OR ANY OF ITS COMPONENTS AND IT HAS NO GOVERNMENTAL STATUS.” All posted flyers must have approval to post through the facility manager of the area that they will be posted in. Under no circumstances will signs be allowed to be posted outside of any facility.

(fundraiser POC initials for each item)

If conducted during duty hours, participants shall be on leave or special pass (applies to both military and civilians)

42d ABW/JA

SIGNATURE:

DATE:

REMARKS/LIMITATIONS:

DECISION OF APPROVAL AUTHORITY:

YOUR REQUEST TO CONDUCT A FUNDRAISER AT THE TIMES AND DATES INDICATED IS:

42d FORCE SUPPORT SQUADRON COMMANDER

INSTRUCTIONS

1. Appropriate coordination and approval are required for all fundraising requests. Proper coordination procedures are listed below. Please route the request accordingly to ensure the proper agencies have reviewed your request. You may not conduct or advertise your fundraising event prior to final approval.

2. All fundraising activities must begin with 42 FSS/FSR. Fundraising is governed by AFI 36-3101 and AFI 34-223.

3. Air Force members must not do anything that implies Federal endorsement of a fundraising event and may not actively participate in fundraising while on duty, in uniform, or while at the workplace. All DoD members who participate in this event must do so with the clear understanding that they may only do so in their capacity as individuals. Civilian employees, like military members, are subject to the requirements of AFI 36-3101 and the Joint Ethics Regulation (JER).

4. Fundraisers are to be conducted away from the workplace in a non-administrative area. The installation commander defines “workplace” areas. The AFI provides examples of “workplace” areas (offices, hangars, flight line) and areas not considered to be the “workplace” (base quarters, entrances, lobbies or concourses of buildings, schools, chapels, break rooms).

5. A fundraiser may not consist of frequent/continuous resale activities or compete with AAFES or FSS affiliated activities. Occasional sales, however, are permitted. “Occasional” has been defined as not more than two (2) events per calendar quarter.

6. Private organizations and unofficial activities/organizations may not sell or serve alcoholic beverages.

7. Door-to-door solicitation is largely prohibited in military housing areas. This prohibition exists to protect the security of the installation, avoid high-pressure sales techniques, and provide military personnel and their families a peaceful living environment free from unwanted intrusions. As such, access to military housing for door-to-door solicitation is and will be highly restricted.

8. Government email may not be used in furtherance of this fundraiser. For example, an organization may not use mass-email messages sent from government computers to advertise the fundraising event.

9. Solicitation of DoD personnel junior in rank, grade, or position is prohibited.

COORDINATION

Once submitted to 42 FSS, the approval process may take up to fourteen (14) days. Please plan accordingly.

1. If the event does not involve the handling or preparation of food, coordinate through:

Facility Manager
42 FSS/FSR
42 ABW/JA
42 FSS/CC

2. If the event does involve food preparation (i.e., bake sale, chili sale, or any event requiring food handling), coordinate through:

Facility Manager
Public Health– CLINIC
42 FSS/FSR
42 ABW/JA
42 FSS/CC

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What a Fundraiser Request Form Is and When It’s Used

A Fundraiser Request Form is a standardized internal document organizations use to propose, document, and obtain authorization for fundraising activities. It captures the event or campaign purpose, estimated budget, requested resources, planned beneficiary, date and location, and contact information for the organizer. Organizations use the form to evaluate risk, confirm compliance with charitable solicitation rules, align approvals across departments, and create an audit trail for donations and vendor contracts. Completed forms support accounting, legal review, and post-event reconciliation.

Why formalizing fundraiser requests matters

Using a Fundraiser Request Form standardizes approvals, reduces misunderstandings, and documents decision points for audits and donor reporting. It helps ensure legal compliance, budget clarity, and consistent review by finance, legal, and operations teams.

Why formalizing fundraiser requests matters

Typical users and stakeholders for the form

After approvals, the completed form becomes the official record for execution, payment, and post-event reconciliation.

  • Program or Event Manager submits the request with event specifics and budget estimates for departmental review.
  • Finance reviews budget, payment handling, and recommended accounting codes before approving or conditionally approving.
  • Legal or Compliance verifies charitable solicitation rules, vendor agreements, and privacy or fundraising licensing needs.

Step-by-step: Completing a Fundraiser Request Form

Follow these steps to complete the form accurately so approvals and fund handling happen without delays.

  • 01
    Prepare: Collect event date, location, beneficiary, and budget.
  • 02
    Describe: Summarize purpose, target audience, and expected revenue.
  • 03
    Attach: Include vendor quotes, permits, and insurance proof.
  • 04
    Submit: Route to finance, legal, and leadership for approval.

Required form fields at a glance

Event name: Short descriptive title
Organizer contact: Phone, email, department
Event date: MM/DD/YYYY format
Location: Street, city, state, ZIP
Budget total: Estimated revenue and costs
Beneficiary: Recipient name and tax ID

Typical internal routing for a fundraiser request

Most organizations use a staged review to confirm legal, financial, and operational readiness before funds are solicited or contracts signed.

  • Submission: Organizer uploads form and attachments
  • Finance review: Checks budget, payment methods, accounting codes
  • Compliance review: Confirms solicitation registration and permits
  • Final approval: Authorized signatory signs and files the form

Configuring an approval workflow for the form

Define routing rules and signer roles so each request follows a consistent, auditable path from submission to approval.

Field Configuration
Approval route Organizer → Finance → Legal → Executive
Required attachments Vendor quote, insurance, permit copies
Auto-notifications Email alerts on submission and decisions
Retention tag Archive after event reconciliation

Delivery formats and technical needs for e-submission

Ensure your platform supports audit trails, secure storage, and integrations with finance or CRM systems to reduce manual handoffs.

  • File types: PDF, DOCX, JPG supported
  • Integrations: Connects with CRM and cloud storage
  • Authentication: Email or stronger signer verification

Common timing expectations and internal deadlines

Build lead times into requests so approvals, permits, and vendor bookings complete before promotional or fundraising launch dates.

Submission lead time:

30 days before planned event date

Approval window:

Up to 10 business days for standard review

Vendor confirmation:

21 days before event for contracts

Promotional materials:

Finalize 14 days before distribution

Funds disbursement:

30–60 days after reconciliation

Common mistakes to avoid when preparing a request

  • Submitting incomplete budgets without vendor quotes, which delays finance review and can block approval for vendor payments.
  • Failing to list beneficiary legal name or tax ID, complicating tax receipts and charitable reporting requirements for donors.
  • Not confirming permits or insurance ahead of submission, causing last-minute cancellations or additional cost increases.
  • Using inconsistent organizer contact details that prevent reviewers from verifying details quickly and extending the approval timeline.

Risks and potential penalties for noncompliance

Charitable solicitation fines: State fines and enforcement for unregistered solicitations
Tax reporting errors: Incorrect donor reporting or missing receipts
Contract liability: Vendors may enforce agreements if approvals absent
Insurance gaps: Venue or event liability uncovered
Delayed payments: Late vendor payments and associated fees
Reputational harm: Donor trust erosion from poor governance

Real-world examples of using a Fundraiser Request Form

These anonymous examples show how common organizations use the form to secure approvals and document compliance.

University Alumni Gala

An alumni office submits the form with venue and catering quotes

  • Finance flags a sponsorship offset
  • Final approval allowed ticket sales to begin after insurance proof and vendor contracts were attached and reviewed.

Local Nonprofit Drive

A nonprofit files a community food drive request with volunteer and logistics details

  • Legal requests proof of charitable status
  • After registration and a signed vendor agreement, the drive proceeded with donation receipts issued to donors.

Frequently asked questions and troubleshooting

Answers to common questions about completing, submitting, and storing Fundraiser Request Forms.


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