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2015 Forget Me Not Days Event Kit
JuneisAlzheimer’sandBrainAwarenessMonth.
the seeds of hope.
Help us plant
2
Table of Contents
Organizing a Successful Forget Me Not Days Event................................... 3
The Basics................................................................................................... 6
Before the Event......................................................................................... 7
Register Your Office........................................................................................7
Select a Forget Me Not Days Coordinator........................................................7
On-Demand Videos ........................................................................................7
Working with Alzheimer’s Association.............................................................8
Choosing a Collection Location.......................................................................8
Creating an Event Schedule..........................................................................10
Coordinating Volunteers ...............................................................................11
Ordering Supplies.........................................................................................12
Online Donations..........................................................................................12
After the Event......................................................................................... 13
Collection Total Submission Guidelines .........................................................13
Collection Goals...........................................................................................14
Awards.........................................................................................................14
Additional Fundraising Tips...................................................................... 15
Guidelines for Non-Canning Fundraisers for
Public Attendees...........................................................................................17
Volunteer Waiver...................................................................................... 18
Alzheimer’s Association Donation Receipt............................................... 19
Download
Download all materials from BSPN
Sell > Marketing > Forget Me Not Days
3
Click here to view an on-demand video that walks you through every
stage of planning a successful Forget Me Not Days event!
Step 1: Mark your calendar
Forget Me Not Days 2015 will be held nationwide June 5 & 6, 2015.
Step 2: Register your office at http://bnk.rs/16w7HoO
Step 3: Select a Forget Me Not Days Coordinator and/or
committee to help plan the event.
View page 7 for additional tips.
This person or committee will be responsible for:
»» Contacting and working with the local Alzheimer’s
Association
–– Best to contact them within a week of registering for the event.
–– Click here to see what chapter you have been paired with.
–– View page 8 for tips on working with the Alzheimer’s
Association chapter.
»» Booking a collection site(s)
–– Book your collection site early!
–– Store fronts and downtown areas are popular spots.
–– View page 8 for details about securing your collection location(s).
»» Recruiting and coordinating volunteers
–– Create an event schedule with one- to two-hour shifts. See
page 10 for a sample.
–– Recruit as many volunteers as possible. Agents, family, friends,
and other groups make great volunteers!
–– Waivers: Return completed participant waivers via email to
Erica Smith at erica.smith@cnoinc.com by June 1.
–– View page 11 for more information on rallying your troops.
Changes from 2014
New! Collection Submission
Procedures: View page 13 for
more details.
New! Posters going digital: We
provide the files and you can choose
to print out on a color printer or
order through EPI.
New! Forget Me Not Days
Digital Newsletters: Our new way
to communicate with you.They will
be sent to coordinators via email—
stay tuned!
New! On-demand videos: Stay
tuned to the WIRe, Perspectives,
https://bspn.bankers.com/forget-
me-not-days, or the newsletters for
the latest releases.
New! Email and social media
templates to promote your event.
Organizing a Successful Forget Me Not Days Event
4
»» Order Supplies (if needed)
–– Seeds, aprons, collection canisters and posters will be available
to order at https://bspn.bankers.com/epi.
Stay tuned to the FMND Newsletter to find out when
supplies are available to order!
–– Posters are going digital this year. You can choose to click here
and download the poster file to print on a color printer or
order through EPI.
–– If you would like large event signage, click here to access the two
versions and provide to your local print store for production.
–– If you did NOT participate in 2014, you will receive a starter kit
containing 10 aprons, 10 collection canisters, and one box of
seeds (1,000 packets).
–– Please use any supplies you have left over from last year, but you
may NOT use supplies left over from events prior to 2014 due
to rebranding of Bankers Life and the Alzheimer’s Association.
–– View page 12 for more information on ordering supplies.
»» Press and Publicity
Use the following press and publicity tools to promote your event
and collection results:
–– Put up posters
–– For pre- and post-event local press support, contact Jennifer
Born at jennifer.born@cnoinc.com with the following information:
Branch Information
•	 Branch office location:
City & State
•	 Collection date, location, & time
•	 Branch manager’s contact information:
Name, phone, & email
Media Outlets
•	 Please list the names of three local newspapers from your
area (i.e. Chicago Tribune)
•	 Please list the call letters of three local TV stations that are
in your viewing area (i.e. WMAQ-TV NBC 5 Chicago)
•	 Please list the call letters of three local radio stations in
your listening area (i.e. WBBM Newsradio 105.9FM)
–– New! Use Email and social media templates to promote your
event to friends and family
•	 Email: Click here to access email template and artwork.
•	 Social Media: Click here to access the two social media
post options available.
Links
Forget Me Not Days BSPN
Home Site
Registration Site
Order supplies
Total Submission Guidelines
Special Events Proposal Form
Waiver Forms
Donation Receipt
Business Donation Letter
BCLIC Version
Policyholder Donation Letter
BCLIC Version
Retail Store Permission
Letter Template
City Permit Request
Letter Template
Online Donation Page
Email Template
Social Media Template
For the latest stats, research,
and information about the
Alzheimer’s Association, visit
www.alz.org®.
5
–– Do a Check Presentation Ceremony with your local chapter.
Click here to access the check template that can be taken to a
local printer.
Day of Event
–– Take Photos
•	 Make sure to take photos of your volunteers in action and
upload them to http://www.yogile.com/2015fmnd or email
them to Erica Smith at erica.smith@cnoinc.com.
We use these for FMND Magazine and other materials so
please include the following information with your photos:
BSO#_BranchCity_SequentialNumber
Example: 1052_TomsRiverNJ_001
We reserve the right to reproduce photos without permission.
–– Display event signage
•	 Let everyone know you’re collecting for the Alzheimer’s
Association by displaying event signage.
•	 If you would like event signage, click here to access the two
versions and provide to your local print store for production.
Mail your collections to the home office.
Your collections will still go to your local chapter!
–– Convert your collections to a Cashier’s Check made payable to
the Alzheimer’s Association.
–– Send your Cashier’s Check to the following address no later
than June 15, 2015:
CNO Financial Group
Attn: Erica Smith
11825 N. Pennsylvania Street
Carmel, IN 46032
–– IMPORTANT: If you have a fundraiser that falls after the June
15, 2015 deadline, contact Erica Smith at 317.817.2728 or
erica.smith@cnoinc.com immediately to make arrangements.
–– View page 13 for Collection Submission Guidelines
»» Guidelines for Non-Canning Events
–– If you wish to host a special event in addition to your canning
event, you must submit a special events proposal form no later
than March 30, 2015. Click here to access that form.
6
Forget Me Not Days is Bankers Life’s signature charitable giving event to
benefit the Alzheimer’s Association. Each year, agents and employees
hit the streets to raise money and awareness for Alzheimer’s disease.
In exchange for a contribution, donors receive packets of Forget-Me-
Not flower seeds to be planted in honor of the more than five million
people with Alzheimer’s.
Our 13th annual event will take place on June 5 & 6, 2015.
One hundred percent of the proceeds go directly to the
Alzheimer’s Association.
The Basics
Contacts
Event Logistics
Erica Smith
erica.smith@cnoinc.com
P: 317.817.2728
Media
Jennifer Born
jennifer.born@cnoinc.com
Certificate of
Insurance Requests
Paul Podgorny
paul.podgorny@cnoinc.com
7
Register Your Office
Visit http://bnk.rs/16w7HoO to register your office for Forget Me Not Days.
Select a Forget Me Not Days Coordinator
Choose a coordinator from your office to be in charge of planning the
event. It’s also recommended that you appoint a committee to help the
coordinator in the planning efforts.
If you are coordinating this year’s event, consider the tips below:
»» Book collection locations early
»» Call your Alzheimer’s Association within a week of registering.
Click here to see which chapter you are matched with.
»» Do a little planning each week leading up to the event.
»» Recruit as many volunteers as possible.
»» Keep your event manageable. It’s best to stick to collecting in
a couple locations—complicated “extra events” can be time
consuming and expensive.
»» Create an event schedule for the day of the event (see page 10
for example).
»» Don’t try to tackle too much alone—delegate some tasks to others.
On-Demand Videos
This year, on-demand training videos will be released leading
up to Forget Me Not Days 2015.
Stay tuned to the WIRe, Perspectives, https://bspn.bankers.com/
forget-me-not-days, or the newsletters coordinators will start to receive
upon registration to view these videos as they become available.
Before the Event
8
Working with the Alzheimer’s Association
The Alzheimer’s Association has a network of over 80 chapters
nationwide. Click here to find out which chapter your office is
matched with.
Step 1: Call your local chapter as soon as possible.
Step 2: Share your event plan:
»» Collection Locations
»» Dates and Times
»» Expected number of volunteers
Step 3: Ask for the chapter’s feedback on your plan and, if possible,
if they can help recruit volunteers, speak to the branch, provide some
supplies—bracelets, pamphlets, etc, and/or attend the event.
Some large chapters may be able to offer their assistance promoting
the event or recruiting volunteers, but please keep in mind that many
chapters are small and only staffed by one or two part-time volunteers.
Chapters are extremely thankful for the funds you raise to support
their programs, but may not be as accessible as you would like. It’s
each branch’s responsibility to take ownership of its event and oversee
coordination and logistics.
Chosing a Collection Location
Picking a good location with heavy foot traffic is the best way to
increase your collection total.
Consider these suggestions:
»» Grocery/Department Stores
Setting up a table outside a busy a store guarantees a steady
stream of people who have their wallets on them!
General steps to reserve these locations:
1.	 Call the store manager to ask for permission to set up a
charity collection table in front of their store.
2.	 Explain that 100% of the donations collected benefit the
Alzheimer’s Association.
3.	 Mention the date, time, and number of volunteers you expect.
4.	 If the store asks you to submit a request in writing, click here to
download, personalize, and print the Retail Permit Template.
5.	 Some stores may request a copy of the Alzheimer’s Association
chapter’s 501(c) (3) letter proving that the chapter is a nonprofit
organization. You can request a copy from your local chapter.
6.	 A few weeks prior to your event, call to reconfirm your date
and time with the store.
Event Tip
Some stores will match your
collection amount at their location
with a “matching grant” contribution
of their own—instantly doubling
your collections!
Contacts
If you have trouble contacting
your chapter, please contact Erica
Smith at erica.smith@cnoinc.com
for assistance.
To learn more about the Alzheimer’s
Association, visit alz.org®.
9
»» Downtown Areas
Street corners or train stations are popular spots for branches
located in busy downtown areas.
General steps to reserve these locations:
1.	 Contact your local government office—mayor, city hall,
town council, or village manager—and explain the event
(charitable collections on public streets are often called
“canning” or “tag day” events).
2.	 Mention that 100% of the donations collected benefit the
Alzheimer’s Association.
3.	 Provide the date, time, and number of volunteers you expect.
4.	 Ask if you need to obtain a charitable solicitation permit. If
so, make a list of the requirements necessary to qualify for
the permit.
5.	 Click here to download, personalize, and print the City Permit
Template if your town requires a written request for permission.
Certificate of
Liability
If a store requires a copy of the
Bankers Life certificate of liability,
email the following information to
Paul Podgorny at paul.podgorny@
cnoinc.com. Requests take at least
72 business hours.
• Name of store/company
• Complete address
10
Creating an Event Schedule
Tips to keep in mind:
»» Divide your fundraising day(s) into 1- or 2-hour shifts.
»» Ask agents to sign up for one or more shifts.
»» Recruit other volunteers to fill in empty time slots, such as family members, friends, scout troops, etc.
»» Leave a set of supplies at the collection site for volunteers to share.
»» Appoint a coordinator to collect all of the donations at the end of the day and clean up the collection site.
Sample Event Schedule – Saturday, June 6
Collection Site 1:Walmart Collection Site 2: Main Street Market
Hours: 8am – 4pm Hours: 8am – 4pm
Total Volunteers: 8 agents Total Volunteers: 15 agents; 8 scouts
Supplies: Supplies:
»» Folding table (Ken bringing)
»» 3 posters
»» 3 aprons
»» 3 canisters
»» Half case of seeds (500)
»» 10 waters (Amy bringing)
»» Folding table (Market will provide)
»» 3 posters
»» 3 aprons (Scouts wearing uniforms)
»» 10 canisters (extra for scouts)
»» Half case of seeds (500)
»» 30 waters (Marty bringing)
Shift Volunteers Shift Volunteers
8am – 10am Amy, Ken,Tom 8am – 9am Marty, Cindy
10am – Noon Amy, Bill 9am – 10am Jen, Martha
Noon – 2pm Mark, Doug, Margaret 10am – 11am TJ, Carl, Phil
2pm – 4pm Mark, Nate 11am – Noon Phil,Aaron, Pam
4pm Coordinator picks up
donation
Noon – 1pm Allison, John
1pm – 2pm Bob, Scott
2pm – 4pm Dave, Mike, Boy Scout
Troop 110
4pm Coordinator picks up
donations
11
Coordinating Volunteers
Volunteers are key to a successful fundraiser.
Here are some tips on how to build excitement in your branch and
involve the community:
»» Inspire your team. Invite a representative from your local
Alzheimer’s Association chapter to your office to speak about
Alzheimer’s disease and how their organization is the world’s
leading voluntary health organization in Alzheimer’s care,
support, and research.
»» Recruit outside your office. More volunteers mean more
collections. Consider inviting local organizations to help collect
alongside agents and their families.
Examples include:
–– Senior centers
–– Scouts troops
–– High school students—student senate, bands, sports teams, etc.
–– College students—clubs, fraternities, sororities, etc.
–– Civic organizations—Lions Club, Rotary, etc.
»» Recognize volunteers and businesses. Present a certificate
of appreciation to volunteers or businesses that support your
fundraiser. Simply print, fill in name, and distribute the
certificates below.
Click here to download the volunteer certificate sample
Click here to download the business certificate sample
»» Participant Waivers
Each volunteer MUST sign a waiver BEFORE participating in Forget
Me Not Days. NO EXCEPTIONS! Click here to download the waiver
form and submit all signed waivers to:
Erica Smith
erica.smith@cnoinc.com
Certificate of Appreciation
Thank you for your hard work and dedication
as a volunteer during Forget Me Not Days 2015.
(Signature of presenter)
© 2015 Bankers Life
(02/15) 160548
151440
Volunteer Waiver and Release of Liability
I hereby waive all claims against the Alzheimer’s Association, Bankers Life, Bankers Conseco
Life Insurance Company, their affiliates and any personnel for any property damage I may
incur or personal injury I might suffer in connection with this event. I grant full permission for
the Alzheimer’s Association, Bankers Conseco Life Insurance Company and Bankers Life to
use photographs of me and quotations from me in any medium for accounts, descriptions and
promotions of this event. I further attest that all money collected by me will be submitted to
Bankers Life Insurance Company for submission to the Alzheimer’s Association.
Signature _________________________________________________ Date _________________
(Parent or guardian’s signature if participant is under 18 years of age.)
Print Name ______________________________________________________________________
Please distribute a waiver to each of your volunteers for their signature.
Waivers must be returned no later than Friday, June 5.
Erica Smith
Corporate Communications
Email: erica.smith@cnoinc.com
© 2015 Bankers Life
(02/15) 160049
151443
Event Tip
Friendly competition can be fun!
Many offices divide their volunteers
into teams and reward the winners
with a Jeans Day or pizza party.
12
Ordering Supplies
For your Forget Me Not Days event, you will need:
»» Green gardening aprons
»» Collection canisters
»» Seed packets
»» Color Posters
Supplies
»» Posters are going digital this year. You can choose to click here
and download the poster file to print on a color printer or order
through EPI.
»» If you did NOT participate in 2014, you will also receive a starter kit
containing 10 aprons, 10 collection canisters, and a box of seeds
(1,000 packets).
»» You may use any leftover supplies from last year, but you may NOT
use leftover supplies from events prior to 2014 due to rebranding
of Bankers Life and the Alzheimer’s Association.
»» It’s recommended that you order your supplies at least two weeks
prior to your event to ensure they make it to your office on time.
»» Stay tuned to the FMND Newsletter for updates on when supplies
are available to order from EPI.
Seed Packets
»» Seeds are complimentary, but quantities are limited.
»» Click here to order additional seeds. Seeds will be available in
late March.
»» Seed distribution is based on your branch’s number of volunteers
and the total number of offices participating in this year’s event.
»» We try to accommodate all seed requests, but they are not guaranteed.
Item How to Order Cost Your Cost
Seeds
(1,000 Packets per Case)
Visit https://bspn.bankers.com/epi $100/ case Free
Aprons Visit https://bspn.bankers.com/epi $6 each $3 each
Canisters Visit https://bspn.bankers.com/epi $3.50 each $1.75
Color Posters Visit https://bspn.bankers.com/epi $0.35 each $0.35
Please note: Costs will be charged to your FSP account, and unused merchandise CAN’T be returned for a refund.
©2015 Bankers Life
(02/15) 159843
17066
the seeds of hope.
Help us plant
*Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014
JuneisAlzheimer’sandBrainAwarenessMonth.
Find an event or donate at ForgetMeNotDays.com.
Worldwide, there are at least 44 million people living with
Alzheimer’s and other dementias.* Join us in planting the
seeds of hope for a future without Alzheimer’s disease.
Forget Me Not Days is June 5 & 6.
Online Donations
Do you have family and friends who don’t live near you but still want to support your Forget Me Not Days
campaign? Ask them to donate online! Donations can be made at http://bit.ly/1L384aM and count toward your
branch’s collection total! Please remind donors to select your office name at the bottom of the donation form
so the donation can be attributed to your office.
13
Collection Total Submission Guidelines
This year, we are simplifying the process of submitting your collections by
having all branches mail their collections to the home office in the form
of the cashier’s check made payable to the Alzheimer’s Association.
All collections will still be given to your local Alzheimer’s Association
chapter. This new process is simply to create uniform procedures for
the submission and allow us to verify and credit you for your total
more efficiently.
Procedures and Submission Rules:
»» All Forget Me Not Days cash and coin collections must be
converted into a Cashier’s Check
»» Make payable to the Alzheimer’s Association
»» Write a memo on the front of the check stating:
–– Your BSO #
–– 2015 Forget Me Not Days
»» Collections may NOT for any reason be deposited in a personal or
business bank account. Converting collections to a Cashier’s Check
does NOT require the funds to be deposited in a bank account at all.
»» If you encounter a Cashier’s Check fee, be sure to mention
it’s for charity and you work for Bankers Life and ask them to
waive the fee. If they are unable to waive the fee at that point,
you may take the amount of the check out of the collections.
»» Send your Cashier’s checks along with any personal checks
collected to home office at the address below no later than
June 15, 2015.
CNO Financial Group
Attn: Erica Smith
11825 N. Pennsylvania Street
Carmel, IN 46032
»» Failure to submit your check by June 15, 2015 will make you
ineligible for the territory contest and any prizes UNLESS you make
other arrangements that have been approved by the home office.
–– If you have a fundraiser that falls after June 15, 2015,
contact Erica Smith at 317.817.2728 or erica.smith@cnoinc.com
immediately to see if other arrangements can be made.
After the Event
Remember—if it doesn’t
go directly to the
Alzheimer’s Association
to fund their programs,
it doesn’t count!
Please Note
Anything that can’t be converted
into a cashier’s check MAY NOT BE
INCLUDED IN COLLECTION TOTAL.
Which include, but are not limited to:
• Value of donated food
• Value of donated merchandise
(TVs, trips, gift cards, services, etc.)
• Cash or check donations that have
been promised, but not received
• Grants that have been promised,
but not received
14
Collection Goals
Is your goal to be this year’s top office? Check out the competition—
Top 5 offices from 2014
Rank Office 2014 Total
1 1033 Fairfield, CT $29,563.77
2 1018 Portland, ME $24,050.00
3 3081 Grand Rapids, MI $19,075.04
4 2029 Jacksonville, FL $17,401.51
5 3164 Detroit, MI $17,256.94
Awards
Rank 2015 Award
Top Office
»» $2,500 of advertising in the local media
outlet(s) of your choice
»» Press release sent to your local media
»» Large, custom-framed commemorative poster
»» Recognition in Forget Me Not Days magazine
Offices Ranked 2nd to 10th
»» Press release sent to your local media
»» Custom-framed commemorative poster
»» Recognition in Forget Me Not Days magazine
Offices Collecting $1000+ »» Custom-framed commemorative poster
All Offices »» Thank you letter and appreciation certificate
Territory Contest Winners
»» Prizes for this brand new contest will be
announced soon—stay tuned!
16 I FORGET ME NOT DAYS 2014
SAVE THE DATE!
June 5  6, 2015
Join us as we continue the
fight against Alzheimer’s.
Book your 2015 collection
locations today!
Bankers Life is the marketing brand of Bankers Life and Casualty Company, select policies sold by
Colonial Penn Life Insurance Company and select policies sold in New York by Bankers Conseco
Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York; Home Office:
Jericho, New York.
BankersLife.com
© 2014 Bankers Life
(09/14) 156129
156129
Forget Me Not Days®
2014 Report
BSO 1033 • Fairfield, CT
$29,563.77
Volunteers raise over $336,000 nationwide | Events held in more than 200 cities
OF THE YEAR!
TOP FUNDRAISER
156129
Become a member of
the $1,000 Club! We’re
challenging each office to
raise at least $1,000.
15
In addition to setting up your collection locations, here are some other
ways to help increase collections.
Ask Local Businesses
»» Click here to access the pre-approved letter to ask local businesses
to support Forget Me Not Days.
»» Don’t forget, some stores have matching grant programs through
which they’ll double any collections you raise in front of their stores.
»» Ask restaurants, dry cleaners, convenience stores, etc., to place a
collection canister at their register.
Ask Policyholders
»» Click here to access the pre-approved letter to ask policyholders to
donate to Forget Me Not Days.
Important Usage Instructions!
1. If you plan on mailing this letter, Do Not Mail list rules apply!
Approved policyholder mailing lists can be ordered and
downloaded from OPS, free of charge.
Please note: BSPN policyholder lists are not currently updated for
privacy suppressions; therefore you shouldn’t use BSPN lists for
this mailing.
For assistance downloading the OPS list, please contact Denisa
Mustafalic at 312.396.7371.
2. No restrictions apply when distributing this letter to a
policyholder during a face-to-face appointment.
Additional Fundraising Tips
Please retain this portion for
your records.
Contribution Amount
Contribution Date
Check Number
To Benefit The Alzheimer’s Association
To Benefit The Alzheimer’s Association
The Alzheimer’s Association
is a tax-exempt, 501(c)(3)
nonprofit organization.
Federal Tax ID: 13-3039601
©2015 Bankers Life
(02/15) 159899
151425
[ ] Yes, I would like to join Bankers Life in support of the Alzheimer’s Association.
My contribution of $______________________________________ is enclosed.
Donor’s name _______________________________________________________________________________
____________________________________________________________________________________________
Address_____________________________________________________________________________________
City ________________________________________ State___________________ ZIP code______________
Phone (please include area code) ____________________________________________________________________
My donation is in honor of: _________________________________________________________________
Please make check payable to: The Alzheimer’s Association
Dear Community Leader,
An estimated five million people in the U.S. have Alzheimer’s disease*, a type of dementia that impairs memory,
thinking and behavior. Alzheimer’s is not a normal part of aging, and with time, it gets worse.
In fact, Alzheimer’s disease is the sixth-leading cause of death in the United States*—affecting our husbands,
wives, parents, grandparents, neighbors, friends and customers.
That’s why Bankers Life actively supports the Alzheimer’s Association and its mission to eliminate Alzheimer’s
through the advancement of research; to provide and enhance care and support; and to reduce the risk of
dementia through the promotion of brain health.
On June 5 and 6, 2015, Bankers Life will hold our 13th Annual Forget Me Not Days®
fundraiser benefiting
local chapters of the Alzheimer’s Association. Agents and employees in our offices across the nation will join forces
in a 48-hour fight against Alzheimer’s by promoting awareness and collecting donations.
As a community leader, you can help make a difference too! Please consider making a Forget Me Not
Days donation to the Alzheimer’s Association on behalf of your employees using the form below. One hundred
percent of the money collected in goes to the Alzheimer’s Association. The
majority of the funds will stay in the community to benefit the local Alzheimer’s Association chapter.
For more information on how you can get involved in Forget Me Not Days—whether it’s hanging a poster in your
window or putting a collection can at your register—please contact our event coordinator:
On behalf of Bankers Life agents and employees, thank you for helping us plant the seeds of hope for a future
without Alzheimer’s disease.
Sincerely,
*Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014
Dear Valued Customer,
An estimated five million people in the U.S. have Alzheimer’s disease*, a type of dementia that impairs memory,
thinking and behavior. Alzheimer’s is not a normal part of aging, and with time, it gets worse.
In fact, Alzheimer’s disease is the sixth-leading cause of death in the United States*—affecting our
husbands, wives, parents, grandparents, neighbors, friends and customers.
That’s why Bankers Life actively supports the Alzheimer’s Association and its mission to eliminate Alzheimer’s
through the advancement of research; to provide and enhance care and support; and to reduce the risk of
dementia through the promotion of brain health.
On June 5 and 6, 2015, Bankers Life will hold our 13th Annual Forget Me Not Days®
fundraiser benefiting
local chapters of the Alzheimer’s Association. Agents and employees in our offices across the nation will join
forces in a 48-hour fight against Alzheimer’s by promoting awareness and collecting donations.
You can help make a difference too! Please consider making a Forget Me Not Days donation to the Alzheimer’s
Association using the form below. One hundred percent of the money collected in
goes to the Alzheimer’s Association. The majority of the funds will stay in the community to benefit the local
Alzheimer’s Association chapter.
On behalf of Bankers Life agents and employees, thank you for helping us plant the seeds of hope for a future
without Alzheimer’s disease.
Sincerely,
P.S. If you have a loved one with Alzheimer’s, Bankers Life encourages you to call the Alzheimer’s Association’s
toll free, 24/7 Helpline at 800-272-3900 to speak with professionals who can provide support and referrals.
Please retain this portion for
your records.
Contribution Amount
Contribution Date
Check Number
[ ] Yes, I would like to join Bankers Life in support of the Alzheimer’s Association.
My contribution of $______________________________________ is enclosed.
Donor’s name _______________________________________________________________________________
____________________________________________________________________________________________
Address_____________________________________________________________________________________
City ________________________________________ State___________________ ZIP code______________
Phone (please include area code) ____________________________________________________________________
My donation is in honor of: _________________________________________________________________
Please make check payable to: The Alzheimer’s Association
To Benefit The Alzheimer’s Association
The Alzheimer’s Association
is a tax-exempt, 501(c)(3)
nonprofit organization.
Federal Tax ID: 13-3039601
To Benefit The Alzheimer’s Association
©2015 Bankers Life
(02/15) 159900
151427 *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014
16
Ask Agents
Many agents are interested in individual ways they can raise money for
their local chapter. Here’s a few quick and easy suggestions:
»» Raise $200 in 1 Week!
Day 1: Make your own $25 donation.
Day 2: Ask two relatives to donate $20.
Day 3: Ask three friends to donate $15.
Day 4: Ask four co-workers to donate $10.
Day 5: Ask five neighbors to donate $5.
Day 6: Ask your spouse or partner to donate $25.
Day 7: Celebrate—you just raised $200!
Host a Jeans Day
»» Organize a Jeans Day in your branch.
»» Participants pay to wear jeans to work (you can set the price, such
as $1, $5 or $10).
»» Use the posters and jeans passes to create your event:
–– Posters: Click here to access, download and print the poster
on your color printer. Then, customize with your event’s date,
price, and contacts.
–– Jeans Passes. Click here to access, download and print passes.
Two different color passes (blue and green) give you the option
to host more than one Jeans Day or charge different prices.
For example:
–– Blue pass is for Monday’s Jeans Day and the green pass is
for Friday’s Jeans Day.
–– Blue pass is for $3 one-day Jeans Day pass and the green
pass is for the $5 two-day Jeans Day Pass.
BUY YOUR PASS FROM:
DATE:
COST OF DONATION:
© 2015 Bankers Life
(02/15) 160103
151445
© 2015 Bankers Life
(02/15) 160102
151446
© 2015 Bankers Life
(02/15) 160102
151446
© 2015 Bankers Life
(02/15) 160101
151447
© 2015 Bankers Life
(02/15) 160101
151447
17
Guidelines for Non-Canning Fundraisers for
Public Attendees (Golf Outings, Bowling etc.)
Forget Me Not Days helps raise awareness of Alzheimer’s disease and
increases agents’ visibility in the community, which is why “canning”
is the approved format for fundraising. It’s also a simple, low-cost and
effective way to collect donations.
However, in limited circumstances, branches may submit a proposal
for a non-canning fundraiser to be held in addition to the
canning activities.
Important: Only approved public fundraisers can be organized using
the Forget Me Not Days and Alzheimer’s Association names and logos.
In-branch fundraisers, such as office bake sales, Jeans Days, etc., don’t
need home office approval.
Getting a Non-Canning Public Fundraiser Approved
Charity fundraisers outside of the approved Forget Me Not Days
format raise a number of tax, contract, and liability issues that must be
addressed prior to the event in order to protect the branch, the BSM,
and the company.
Here’s the process:
1.	 Get BSM sign-off on the idea.
2.	 Receive approval from your local Alzheimer’s Association
chapter contact.
3.	 Receive home office approval:
–– Discuss event idea with the Forget Me Not Days staff.
Fundraisers must uphold the Bankers Life and Forget Me Not
Days brand.
–– Submit Event Proposal Form by March 30. Click here.
–– Submit Proof of Liability Insurance. If event will be held
at a venue, submit by March 30. The venue’s insurance must
meet CNO’s minimum standards.
–– Reminder: the approval you receive from home office for
your non-canning fundraiser is ONLY an approval of the event
concept as it pertains to fundraising.
4.	 Follow normal Contract Management procedures.
5.	 Approval may take up to 14 days. Bankers Life reserves the right to
decline fundraisers that do not meet the above criteria.
Contact
Contact Erica Smith at
erica.smith@cnoinc.com or
317.817.2728 to begin the process
and receive the forms/liability
insurance standards.
Deadlines
Forms must be submitted no
later than March 30, 2015.
All non-canning fundraisers
must be reviewed on an
annual basis.
©2015 Bankers Life
(02/15) 160038
151413
18
Volunteer Waiver and Release of Liability
I hereby waive all claims against the Alzheimer’s Association, Bankers Life and Casualty
Company, Bankers Conseco Life Insurance Company, their affiliates and any personnel for any
property damage I may incur or personal injury I might suffer in connection with this event. I
grant full permission for the Alzheimer’s Association, Bankers Conseco Life Insurance Company
and Bankers Life and Casualty Company to use photographs of me and quotations from me
in any medium for accounts, descriptions and promotions of this event. I further attest that all
money collected by me will be submitted to the Alzheimer’s Association.
Signature _________________________________________________ Date _________________
(Parent or guardian’s signature if participant is under 18 years of age.)
Print Name ______________________________________________________________________
Please distribute a waiver to each of your volunteers for their signature.
Waivers must be returned no later than Friday, June 5.
Erica Smith
Corporate Communications
Email: erica.smith@cnoinc.com
© 2015 Bankers Life
(02/15) 160049
151443
19
gratefully acknowledges a gift in association with
June 5  6, 2015
GIFT AMOUNT $
No goods or services were exchanged for this donation.
The Alzheimer’s Association is a 501(c)(3) non-profit, charitable, tax-exempt
organization dedicated to research, care and support services.
Federal Tax ID: 13-3039601
DATE
DONATED BY

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Forget Me Not Days Event Kit

  • 1. 151413 2015 Forget Me Not Days Event Kit JuneisAlzheimer’sandBrainAwarenessMonth. the seeds of hope. Help us plant
  • 2. 2 Table of Contents Organizing a Successful Forget Me Not Days Event................................... 3 The Basics................................................................................................... 6 Before the Event......................................................................................... 7 Register Your Office........................................................................................7 Select a Forget Me Not Days Coordinator........................................................7 On-Demand Videos ........................................................................................7 Working with Alzheimer’s Association.............................................................8 Choosing a Collection Location.......................................................................8 Creating an Event Schedule..........................................................................10 Coordinating Volunteers ...............................................................................11 Ordering Supplies.........................................................................................12 Online Donations..........................................................................................12 After the Event......................................................................................... 13 Collection Total Submission Guidelines .........................................................13 Collection Goals...........................................................................................14 Awards.........................................................................................................14 Additional Fundraising Tips...................................................................... 15 Guidelines for Non-Canning Fundraisers for Public Attendees...........................................................................................17 Volunteer Waiver...................................................................................... 18 Alzheimer’s Association Donation Receipt............................................... 19 Download Download all materials from BSPN Sell > Marketing > Forget Me Not Days
  • 3. 3 Click here to view an on-demand video that walks you through every stage of planning a successful Forget Me Not Days event! Step 1: Mark your calendar Forget Me Not Days 2015 will be held nationwide June 5 & 6, 2015. Step 2: Register your office at http://bnk.rs/16w7HoO Step 3: Select a Forget Me Not Days Coordinator and/or committee to help plan the event. View page 7 for additional tips. This person or committee will be responsible for: »» Contacting and working with the local Alzheimer’s Association –– Best to contact them within a week of registering for the event. –– Click here to see what chapter you have been paired with. –– View page 8 for tips on working with the Alzheimer’s Association chapter. »» Booking a collection site(s) –– Book your collection site early! –– Store fronts and downtown areas are popular spots. –– View page 8 for details about securing your collection location(s). »» Recruiting and coordinating volunteers –– Create an event schedule with one- to two-hour shifts. See page 10 for a sample. –– Recruit as many volunteers as possible. Agents, family, friends, and other groups make great volunteers! –– Waivers: Return completed participant waivers via email to Erica Smith at erica.smith@cnoinc.com by June 1. –– View page 11 for more information on rallying your troops. Changes from 2014 New! Collection Submission Procedures: View page 13 for more details. New! Posters going digital: We provide the files and you can choose to print out on a color printer or order through EPI. New! Forget Me Not Days Digital Newsletters: Our new way to communicate with you.They will be sent to coordinators via email— stay tuned! New! On-demand videos: Stay tuned to the WIRe, Perspectives, https://bspn.bankers.com/forget- me-not-days, or the newsletters for the latest releases. New! Email and social media templates to promote your event. Organizing a Successful Forget Me Not Days Event
  • 4. 4 »» Order Supplies (if needed) –– Seeds, aprons, collection canisters and posters will be available to order at https://bspn.bankers.com/epi. Stay tuned to the FMND Newsletter to find out when supplies are available to order! –– Posters are going digital this year. You can choose to click here and download the poster file to print on a color printer or order through EPI. –– If you would like large event signage, click here to access the two versions and provide to your local print store for production. –– If you did NOT participate in 2014, you will receive a starter kit containing 10 aprons, 10 collection canisters, and one box of seeds (1,000 packets). –– Please use any supplies you have left over from last year, but you may NOT use supplies left over from events prior to 2014 due to rebranding of Bankers Life and the Alzheimer’s Association. –– View page 12 for more information on ordering supplies. »» Press and Publicity Use the following press and publicity tools to promote your event and collection results: –– Put up posters –– For pre- and post-event local press support, contact Jennifer Born at jennifer.born@cnoinc.com with the following information: Branch Information • Branch office location: City & State • Collection date, location, & time • Branch manager’s contact information: Name, phone, & email Media Outlets • Please list the names of three local newspapers from your area (i.e. Chicago Tribune) • Please list the call letters of three local TV stations that are in your viewing area (i.e. WMAQ-TV NBC 5 Chicago) • Please list the call letters of three local radio stations in your listening area (i.e. WBBM Newsradio 105.9FM) –– New! Use Email and social media templates to promote your event to friends and family • Email: Click here to access email template and artwork. • Social Media: Click here to access the two social media post options available. Links Forget Me Not Days BSPN Home Site Registration Site Order supplies Total Submission Guidelines Special Events Proposal Form Waiver Forms Donation Receipt Business Donation Letter BCLIC Version Policyholder Donation Letter BCLIC Version Retail Store Permission Letter Template City Permit Request Letter Template Online Donation Page Email Template Social Media Template For the latest stats, research, and information about the Alzheimer’s Association, visit www.alz.org®.
  • 5. 5 –– Do a Check Presentation Ceremony with your local chapter. Click here to access the check template that can be taken to a local printer. Day of Event –– Take Photos • Make sure to take photos of your volunteers in action and upload them to http://www.yogile.com/2015fmnd or email them to Erica Smith at erica.smith@cnoinc.com. We use these for FMND Magazine and other materials so please include the following information with your photos: BSO#_BranchCity_SequentialNumber Example: 1052_TomsRiverNJ_001 We reserve the right to reproduce photos without permission. –– Display event signage • Let everyone know you’re collecting for the Alzheimer’s Association by displaying event signage. • If you would like event signage, click here to access the two versions and provide to your local print store for production. Mail your collections to the home office. Your collections will still go to your local chapter! –– Convert your collections to a Cashier’s Check made payable to the Alzheimer’s Association. –– Send your Cashier’s Check to the following address no later than June 15, 2015: CNO Financial Group Attn: Erica Smith 11825 N. Pennsylvania Street Carmel, IN 46032 –– IMPORTANT: If you have a fundraiser that falls after the June 15, 2015 deadline, contact Erica Smith at 317.817.2728 or erica.smith@cnoinc.com immediately to make arrangements. –– View page 13 for Collection Submission Guidelines »» Guidelines for Non-Canning Events –– If you wish to host a special event in addition to your canning event, you must submit a special events proposal form no later than March 30, 2015. Click here to access that form.
  • 6. 6 Forget Me Not Days is Bankers Life’s signature charitable giving event to benefit the Alzheimer’s Association. Each year, agents and employees hit the streets to raise money and awareness for Alzheimer’s disease. In exchange for a contribution, donors receive packets of Forget-Me- Not flower seeds to be planted in honor of the more than five million people with Alzheimer’s. Our 13th annual event will take place on June 5 & 6, 2015. One hundred percent of the proceeds go directly to the Alzheimer’s Association. The Basics Contacts Event Logistics Erica Smith erica.smith@cnoinc.com P: 317.817.2728 Media Jennifer Born jennifer.born@cnoinc.com Certificate of Insurance Requests Paul Podgorny paul.podgorny@cnoinc.com
  • 7. 7 Register Your Office Visit http://bnk.rs/16w7HoO to register your office for Forget Me Not Days. Select a Forget Me Not Days Coordinator Choose a coordinator from your office to be in charge of planning the event. It’s also recommended that you appoint a committee to help the coordinator in the planning efforts. If you are coordinating this year’s event, consider the tips below: »» Book collection locations early »» Call your Alzheimer’s Association within a week of registering. Click here to see which chapter you are matched with. »» Do a little planning each week leading up to the event. »» Recruit as many volunteers as possible. »» Keep your event manageable. It’s best to stick to collecting in a couple locations—complicated “extra events” can be time consuming and expensive. »» Create an event schedule for the day of the event (see page 10 for example). »» Don’t try to tackle too much alone—delegate some tasks to others. On-Demand Videos This year, on-demand training videos will be released leading up to Forget Me Not Days 2015. Stay tuned to the WIRe, Perspectives, https://bspn.bankers.com/ forget-me-not-days, or the newsletters coordinators will start to receive upon registration to view these videos as they become available. Before the Event
  • 8. 8 Working with the Alzheimer’s Association The Alzheimer’s Association has a network of over 80 chapters nationwide. Click here to find out which chapter your office is matched with. Step 1: Call your local chapter as soon as possible. Step 2: Share your event plan: »» Collection Locations »» Dates and Times »» Expected number of volunteers Step 3: Ask for the chapter’s feedback on your plan and, if possible, if they can help recruit volunteers, speak to the branch, provide some supplies—bracelets, pamphlets, etc, and/or attend the event. Some large chapters may be able to offer their assistance promoting the event or recruiting volunteers, but please keep in mind that many chapters are small and only staffed by one or two part-time volunteers. Chapters are extremely thankful for the funds you raise to support their programs, but may not be as accessible as you would like. It’s each branch’s responsibility to take ownership of its event and oversee coordination and logistics. Chosing a Collection Location Picking a good location with heavy foot traffic is the best way to increase your collection total. Consider these suggestions: »» Grocery/Department Stores Setting up a table outside a busy a store guarantees a steady stream of people who have their wallets on them! General steps to reserve these locations: 1. Call the store manager to ask for permission to set up a charity collection table in front of their store. 2. Explain that 100% of the donations collected benefit the Alzheimer’s Association. 3. Mention the date, time, and number of volunteers you expect. 4. If the store asks you to submit a request in writing, click here to download, personalize, and print the Retail Permit Template. 5. Some stores may request a copy of the Alzheimer’s Association chapter’s 501(c) (3) letter proving that the chapter is a nonprofit organization. You can request a copy from your local chapter. 6. A few weeks prior to your event, call to reconfirm your date and time with the store. Event Tip Some stores will match your collection amount at their location with a “matching grant” contribution of their own—instantly doubling your collections! Contacts If you have trouble contacting your chapter, please contact Erica Smith at erica.smith@cnoinc.com for assistance. To learn more about the Alzheimer’s Association, visit alz.org®.
  • 9. 9 »» Downtown Areas Street corners or train stations are popular spots for branches located in busy downtown areas. General steps to reserve these locations: 1. Contact your local government office—mayor, city hall, town council, or village manager—and explain the event (charitable collections on public streets are often called “canning” or “tag day” events). 2. Mention that 100% of the donations collected benefit the Alzheimer’s Association. 3. Provide the date, time, and number of volunteers you expect. 4. Ask if you need to obtain a charitable solicitation permit. If so, make a list of the requirements necessary to qualify for the permit. 5. Click here to download, personalize, and print the City Permit Template if your town requires a written request for permission. Certificate of Liability If a store requires a copy of the Bankers Life certificate of liability, email the following information to Paul Podgorny at paul.podgorny@ cnoinc.com. Requests take at least 72 business hours. • Name of store/company • Complete address
  • 10. 10 Creating an Event Schedule Tips to keep in mind: »» Divide your fundraising day(s) into 1- or 2-hour shifts. »» Ask agents to sign up for one or more shifts. »» Recruit other volunteers to fill in empty time slots, such as family members, friends, scout troops, etc. »» Leave a set of supplies at the collection site for volunteers to share. »» Appoint a coordinator to collect all of the donations at the end of the day and clean up the collection site. Sample Event Schedule – Saturday, June 6 Collection Site 1:Walmart Collection Site 2: Main Street Market Hours: 8am – 4pm Hours: 8am – 4pm Total Volunteers: 8 agents Total Volunteers: 15 agents; 8 scouts Supplies: Supplies: »» Folding table (Ken bringing) »» 3 posters »» 3 aprons »» 3 canisters »» Half case of seeds (500) »» 10 waters (Amy bringing) »» Folding table (Market will provide) »» 3 posters »» 3 aprons (Scouts wearing uniforms) »» 10 canisters (extra for scouts) »» Half case of seeds (500) »» 30 waters (Marty bringing) Shift Volunteers Shift Volunteers 8am – 10am Amy, Ken,Tom 8am – 9am Marty, Cindy 10am – Noon Amy, Bill 9am – 10am Jen, Martha Noon – 2pm Mark, Doug, Margaret 10am – 11am TJ, Carl, Phil 2pm – 4pm Mark, Nate 11am – Noon Phil,Aaron, Pam 4pm Coordinator picks up donation Noon – 1pm Allison, John 1pm – 2pm Bob, Scott 2pm – 4pm Dave, Mike, Boy Scout Troop 110 4pm Coordinator picks up donations
  • 11. 11 Coordinating Volunteers Volunteers are key to a successful fundraiser. Here are some tips on how to build excitement in your branch and involve the community: »» Inspire your team. Invite a representative from your local Alzheimer’s Association chapter to your office to speak about Alzheimer’s disease and how their organization is the world’s leading voluntary health organization in Alzheimer’s care, support, and research. »» Recruit outside your office. More volunteers mean more collections. Consider inviting local organizations to help collect alongside agents and their families. Examples include: –– Senior centers –– Scouts troops –– High school students—student senate, bands, sports teams, etc. –– College students—clubs, fraternities, sororities, etc. –– Civic organizations—Lions Club, Rotary, etc. »» Recognize volunteers and businesses. Present a certificate of appreciation to volunteers or businesses that support your fundraiser. Simply print, fill in name, and distribute the certificates below. Click here to download the volunteer certificate sample Click here to download the business certificate sample »» Participant Waivers Each volunteer MUST sign a waiver BEFORE participating in Forget Me Not Days. NO EXCEPTIONS! Click here to download the waiver form and submit all signed waivers to: Erica Smith erica.smith@cnoinc.com Certificate of Appreciation Thank you for your hard work and dedication as a volunteer during Forget Me Not Days 2015. (Signature of presenter) © 2015 Bankers Life (02/15) 160548 151440 Volunteer Waiver and Release of Liability I hereby waive all claims against the Alzheimer’s Association, Bankers Life, Bankers Conseco Life Insurance Company, their affiliates and any personnel for any property damage I may incur or personal injury I might suffer in connection with this event. I grant full permission for the Alzheimer’s Association, Bankers Conseco Life Insurance Company and Bankers Life to use photographs of me and quotations from me in any medium for accounts, descriptions and promotions of this event. I further attest that all money collected by me will be submitted to Bankers Life Insurance Company for submission to the Alzheimer’s Association. Signature _________________________________________________ Date _________________ (Parent or guardian’s signature if participant is under 18 years of age.) Print Name ______________________________________________________________________ Please distribute a waiver to each of your volunteers for their signature. Waivers must be returned no later than Friday, June 5. Erica Smith Corporate Communications Email: erica.smith@cnoinc.com © 2015 Bankers Life (02/15) 160049 151443 Event Tip Friendly competition can be fun! Many offices divide their volunteers into teams and reward the winners with a Jeans Day or pizza party.
  • 12. 12 Ordering Supplies For your Forget Me Not Days event, you will need: »» Green gardening aprons »» Collection canisters »» Seed packets »» Color Posters Supplies »» Posters are going digital this year. You can choose to click here and download the poster file to print on a color printer or order through EPI. »» If you did NOT participate in 2014, you will also receive a starter kit containing 10 aprons, 10 collection canisters, and a box of seeds (1,000 packets). »» You may use any leftover supplies from last year, but you may NOT use leftover supplies from events prior to 2014 due to rebranding of Bankers Life and the Alzheimer’s Association. »» It’s recommended that you order your supplies at least two weeks prior to your event to ensure they make it to your office on time. »» Stay tuned to the FMND Newsletter for updates on when supplies are available to order from EPI. Seed Packets »» Seeds are complimentary, but quantities are limited. »» Click here to order additional seeds. Seeds will be available in late March. »» Seed distribution is based on your branch’s number of volunteers and the total number of offices participating in this year’s event. »» We try to accommodate all seed requests, but they are not guaranteed. Item How to Order Cost Your Cost Seeds (1,000 Packets per Case) Visit https://bspn.bankers.com/epi $100/ case Free Aprons Visit https://bspn.bankers.com/epi $6 each $3 each Canisters Visit https://bspn.bankers.com/epi $3.50 each $1.75 Color Posters Visit https://bspn.bankers.com/epi $0.35 each $0.35 Please note: Costs will be charged to your FSP account, and unused merchandise CAN’T be returned for a refund. ©2015 Bankers Life (02/15) 159843 17066 the seeds of hope. Help us plant *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014 JuneisAlzheimer’sandBrainAwarenessMonth. Find an event or donate at ForgetMeNotDays.com. Worldwide, there are at least 44 million people living with Alzheimer’s and other dementias.* Join us in planting the seeds of hope for a future without Alzheimer’s disease. Forget Me Not Days is June 5 & 6. Online Donations Do you have family and friends who don’t live near you but still want to support your Forget Me Not Days campaign? Ask them to donate online! Donations can be made at http://bit.ly/1L384aM and count toward your branch’s collection total! Please remind donors to select your office name at the bottom of the donation form so the donation can be attributed to your office.
  • 13. 13 Collection Total Submission Guidelines This year, we are simplifying the process of submitting your collections by having all branches mail their collections to the home office in the form of the cashier’s check made payable to the Alzheimer’s Association. All collections will still be given to your local Alzheimer’s Association chapter. This new process is simply to create uniform procedures for the submission and allow us to verify and credit you for your total more efficiently. Procedures and Submission Rules: »» All Forget Me Not Days cash and coin collections must be converted into a Cashier’s Check »» Make payable to the Alzheimer’s Association »» Write a memo on the front of the check stating: –– Your BSO # –– 2015 Forget Me Not Days »» Collections may NOT for any reason be deposited in a personal or business bank account. Converting collections to a Cashier’s Check does NOT require the funds to be deposited in a bank account at all. »» If you encounter a Cashier’s Check fee, be sure to mention it’s for charity and you work for Bankers Life and ask them to waive the fee. If they are unable to waive the fee at that point, you may take the amount of the check out of the collections. »» Send your Cashier’s checks along with any personal checks collected to home office at the address below no later than June 15, 2015. CNO Financial Group Attn: Erica Smith 11825 N. Pennsylvania Street Carmel, IN 46032 »» Failure to submit your check by June 15, 2015 will make you ineligible for the territory contest and any prizes UNLESS you make other arrangements that have been approved by the home office. –– If you have a fundraiser that falls after June 15, 2015, contact Erica Smith at 317.817.2728 or erica.smith@cnoinc.com immediately to see if other arrangements can be made. After the Event Remember—if it doesn’t go directly to the Alzheimer’s Association to fund their programs, it doesn’t count! Please Note Anything that can’t be converted into a cashier’s check MAY NOT BE INCLUDED IN COLLECTION TOTAL. Which include, but are not limited to: • Value of donated food • Value of donated merchandise (TVs, trips, gift cards, services, etc.) • Cash or check donations that have been promised, but not received • Grants that have been promised, but not received
  • 14. 14 Collection Goals Is your goal to be this year’s top office? Check out the competition— Top 5 offices from 2014 Rank Office 2014 Total 1 1033 Fairfield, CT $29,563.77 2 1018 Portland, ME $24,050.00 3 3081 Grand Rapids, MI $19,075.04 4 2029 Jacksonville, FL $17,401.51 5 3164 Detroit, MI $17,256.94 Awards Rank 2015 Award Top Office »» $2,500 of advertising in the local media outlet(s) of your choice »» Press release sent to your local media »» Large, custom-framed commemorative poster »» Recognition in Forget Me Not Days magazine Offices Ranked 2nd to 10th »» Press release sent to your local media »» Custom-framed commemorative poster »» Recognition in Forget Me Not Days magazine Offices Collecting $1000+ »» Custom-framed commemorative poster All Offices »» Thank you letter and appreciation certificate Territory Contest Winners »» Prizes for this brand new contest will be announced soon—stay tuned! 16 I FORGET ME NOT DAYS 2014 SAVE THE DATE! June 5 6, 2015 Join us as we continue the fight against Alzheimer’s. Book your 2015 collection locations today! Bankers Life is the marketing brand of Bankers Life and Casualty Company, select policies sold by Colonial Penn Life Insurance Company and select policies sold in New York by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York; Home Office: Jericho, New York. BankersLife.com © 2014 Bankers Life (09/14) 156129 156129 Forget Me Not Days® 2014 Report BSO 1033 • Fairfield, CT $29,563.77 Volunteers raise over $336,000 nationwide | Events held in more than 200 cities OF THE YEAR! TOP FUNDRAISER 156129 Become a member of the $1,000 Club! We’re challenging each office to raise at least $1,000.
  • 15. 15 In addition to setting up your collection locations, here are some other ways to help increase collections. Ask Local Businesses »» Click here to access the pre-approved letter to ask local businesses to support Forget Me Not Days. »» Don’t forget, some stores have matching grant programs through which they’ll double any collections you raise in front of their stores. »» Ask restaurants, dry cleaners, convenience stores, etc., to place a collection canister at their register. Ask Policyholders »» Click here to access the pre-approved letter to ask policyholders to donate to Forget Me Not Days. Important Usage Instructions! 1. If you plan on mailing this letter, Do Not Mail list rules apply! Approved policyholder mailing lists can be ordered and downloaded from OPS, free of charge. Please note: BSPN policyholder lists are not currently updated for privacy suppressions; therefore you shouldn’t use BSPN lists for this mailing. For assistance downloading the OPS list, please contact Denisa Mustafalic at 312.396.7371. 2. No restrictions apply when distributing this letter to a policyholder during a face-to-face appointment. Additional Fundraising Tips Please retain this portion for your records. Contribution Amount Contribution Date Check Number To Benefit The Alzheimer’s Association To Benefit The Alzheimer’s Association The Alzheimer’s Association is a tax-exempt, 501(c)(3) nonprofit organization. Federal Tax ID: 13-3039601 ©2015 Bankers Life (02/15) 159899 151425 [ ] Yes, I would like to join Bankers Life in support of the Alzheimer’s Association. My contribution of $______________________________________ is enclosed. Donor’s name _______________________________________________________________________________ ____________________________________________________________________________________________ Address_____________________________________________________________________________________ City ________________________________________ State___________________ ZIP code______________ Phone (please include area code) ____________________________________________________________________ My donation is in honor of: _________________________________________________________________ Please make check payable to: The Alzheimer’s Association Dear Community Leader, An estimated five million people in the U.S. have Alzheimer’s disease*, a type of dementia that impairs memory, thinking and behavior. Alzheimer’s is not a normal part of aging, and with time, it gets worse. In fact, Alzheimer’s disease is the sixth-leading cause of death in the United States*—affecting our husbands, wives, parents, grandparents, neighbors, friends and customers. That’s why Bankers Life actively supports the Alzheimer’s Association and its mission to eliminate Alzheimer’s through the advancement of research; to provide and enhance care and support; and to reduce the risk of dementia through the promotion of brain health. On June 5 and 6, 2015, Bankers Life will hold our 13th Annual Forget Me Not Days® fundraiser benefiting local chapters of the Alzheimer’s Association. Agents and employees in our offices across the nation will join forces in a 48-hour fight against Alzheimer’s by promoting awareness and collecting donations. As a community leader, you can help make a difference too! Please consider making a Forget Me Not Days donation to the Alzheimer’s Association on behalf of your employees using the form below. One hundred percent of the money collected in goes to the Alzheimer’s Association. The majority of the funds will stay in the community to benefit the local Alzheimer’s Association chapter. For more information on how you can get involved in Forget Me Not Days—whether it’s hanging a poster in your window or putting a collection can at your register—please contact our event coordinator: On behalf of Bankers Life agents and employees, thank you for helping us plant the seeds of hope for a future without Alzheimer’s disease. Sincerely, *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014 Dear Valued Customer, An estimated five million people in the U.S. have Alzheimer’s disease*, a type of dementia that impairs memory, thinking and behavior. Alzheimer’s is not a normal part of aging, and with time, it gets worse. In fact, Alzheimer’s disease is the sixth-leading cause of death in the United States*—affecting our husbands, wives, parents, grandparents, neighbors, friends and customers. That’s why Bankers Life actively supports the Alzheimer’s Association and its mission to eliminate Alzheimer’s through the advancement of research; to provide and enhance care and support; and to reduce the risk of dementia through the promotion of brain health. On June 5 and 6, 2015, Bankers Life will hold our 13th Annual Forget Me Not Days® fundraiser benefiting local chapters of the Alzheimer’s Association. Agents and employees in our offices across the nation will join forces in a 48-hour fight against Alzheimer’s by promoting awareness and collecting donations. You can help make a difference too! Please consider making a Forget Me Not Days donation to the Alzheimer’s Association using the form below. One hundred percent of the money collected in goes to the Alzheimer’s Association. The majority of the funds will stay in the community to benefit the local Alzheimer’s Association chapter. On behalf of Bankers Life agents and employees, thank you for helping us plant the seeds of hope for a future without Alzheimer’s disease. Sincerely, P.S. If you have a loved one with Alzheimer’s, Bankers Life encourages you to call the Alzheimer’s Association’s toll free, 24/7 Helpline at 800-272-3900 to speak with professionals who can provide support and referrals. Please retain this portion for your records. Contribution Amount Contribution Date Check Number [ ] Yes, I would like to join Bankers Life in support of the Alzheimer’s Association. My contribution of $______________________________________ is enclosed. Donor’s name _______________________________________________________________________________ ____________________________________________________________________________________________ Address_____________________________________________________________________________________ City ________________________________________ State___________________ ZIP code______________ Phone (please include area code) ____________________________________________________________________ My donation is in honor of: _________________________________________________________________ Please make check payable to: The Alzheimer’s Association To Benefit The Alzheimer’s Association The Alzheimer’s Association is a tax-exempt, 501(c)(3) nonprofit organization. Federal Tax ID: 13-3039601 To Benefit The Alzheimer’s Association ©2015 Bankers Life (02/15) 159900 151427 *Alzheimer’s Association Alzheimer’s Disease Facts and Figures 2014
  • 16. 16 Ask Agents Many agents are interested in individual ways they can raise money for their local chapter. Here’s a few quick and easy suggestions: »» Raise $200 in 1 Week! Day 1: Make your own $25 donation. Day 2: Ask two relatives to donate $20. Day 3: Ask three friends to donate $15. Day 4: Ask four co-workers to donate $10. Day 5: Ask five neighbors to donate $5. Day 6: Ask your spouse or partner to donate $25. Day 7: Celebrate—you just raised $200! Host a Jeans Day »» Organize a Jeans Day in your branch. »» Participants pay to wear jeans to work (you can set the price, such as $1, $5 or $10). »» Use the posters and jeans passes to create your event: –– Posters: Click here to access, download and print the poster on your color printer. Then, customize with your event’s date, price, and contacts. –– Jeans Passes. Click here to access, download and print passes. Two different color passes (blue and green) give you the option to host more than one Jeans Day or charge different prices. For example: –– Blue pass is for Monday’s Jeans Day and the green pass is for Friday’s Jeans Day. –– Blue pass is for $3 one-day Jeans Day pass and the green pass is for the $5 two-day Jeans Day Pass. BUY YOUR PASS FROM: DATE: COST OF DONATION: © 2015 Bankers Life (02/15) 160103 151445 © 2015 Bankers Life (02/15) 160102 151446 © 2015 Bankers Life (02/15) 160102 151446 © 2015 Bankers Life (02/15) 160101 151447 © 2015 Bankers Life (02/15) 160101 151447
  • 17. 17 Guidelines for Non-Canning Fundraisers for Public Attendees (Golf Outings, Bowling etc.) Forget Me Not Days helps raise awareness of Alzheimer’s disease and increases agents’ visibility in the community, which is why “canning” is the approved format for fundraising. It’s also a simple, low-cost and effective way to collect donations. However, in limited circumstances, branches may submit a proposal for a non-canning fundraiser to be held in addition to the canning activities. Important: Only approved public fundraisers can be organized using the Forget Me Not Days and Alzheimer’s Association names and logos. In-branch fundraisers, such as office bake sales, Jeans Days, etc., don’t need home office approval. Getting a Non-Canning Public Fundraiser Approved Charity fundraisers outside of the approved Forget Me Not Days format raise a number of tax, contract, and liability issues that must be addressed prior to the event in order to protect the branch, the BSM, and the company. Here’s the process: 1. Get BSM sign-off on the idea. 2. Receive approval from your local Alzheimer’s Association chapter contact. 3. Receive home office approval: –– Discuss event idea with the Forget Me Not Days staff. Fundraisers must uphold the Bankers Life and Forget Me Not Days brand. –– Submit Event Proposal Form by March 30. Click here. –– Submit Proof of Liability Insurance. If event will be held at a venue, submit by March 30. The venue’s insurance must meet CNO’s minimum standards. –– Reminder: the approval you receive from home office for your non-canning fundraiser is ONLY an approval of the event concept as it pertains to fundraising. 4. Follow normal Contract Management procedures. 5. Approval may take up to 14 days. Bankers Life reserves the right to decline fundraisers that do not meet the above criteria. Contact Contact Erica Smith at erica.smith@cnoinc.com or 317.817.2728 to begin the process and receive the forms/liability insurance standards. Deadlines Forms must be submitted no later than March 30, 2015. All non-canning fundraisers must be reviewed on an annual basis. ©2015 Bankers Life (02/15) 160038 151413
  • 18. 18 Volunteer Waiver and Release of Liability I hereby waive all claims against the Alzheimer’s Association, Bankers Life and Casualty Company, Bankers Conseco Life Insurance Company, their affiliates and any personnel for any property damage I may incur or personal injury I might suffer in connection with this event. I grant full permission for the Alzheimer’s Association, Bankers Conseco Life Insurance Company and Bankers Life and Casualty Company to use photographs of me and quotations from me in any medium for accounts, descriptions and promotions of this event. I further attest that all money collected by me will be submitted to the Alzheimer’s Association. Signature _________________________________________________ Date _________________ (Parent or guardian’s signature if participant is under 18 years of age.) Print Name ______________________________________________________________________ Please distribute a waiver to each of your volunteers for their signature. Waivers must be returned no later than Friday, June 5. Erica Smith Corporate Communications Email: erica.smith@cnoinc.com © 2015 Bankers Life (02/15) 160049 151443
  • 19. 19 gratefully acknowledges a gift in association with June 5 6, 2015 GIFT AMOUNT $ No goods or services were exchanged for this donation. The Alzheimer’s Association is a 501(c)(3) non-profit, charitable, tax-exempt organization dedicated to research, care and support services. Federal Tax ID: 13-3039601 DATE DONATED BY