Welcome to Travel Club Fundraising 101 IMPORTANT DATES

Welcome to Travel Club & Fundraising 101

IMPORTANT DATES

NYC/DC 2019 Important Dates • February 8: Final deadline for all tax credits/donations • February 12: Confirmation Meeting at 6 pm / RUHS Library • February 16: Remaining balance paid to EF • March 11: Departure Meeting at 6 pm / RUHS Library • March 15 – 20 th : Trip Dates

France, Germany, and the Alps 2019 Important Dates • March 8: Final deadline for all tax credits/donations • April 29: Confirmation Meeting at 6 pm / RUHS Library • April 30: Remaining balance paid to EF • May 28: Departure Meeting at 6 pm / RUHS Library • May 30 – June 9: Trip Dates

Japan 2020 Important Dates • May 27 – June 6: Trip Dates • We will not meet again until Fall of 2019!

TRAVEL CLUB COMMUNICATION

Communication • Please respond ASAP to uhstravelclub@gmail. com • Join Remind • NYC Students • NYC Parents • France Students • France Parents Text @nycdcuhs Text @nycdc 19 uhs Text @uhstcs 2019 Text @uhstcp 2019 to 81010 • Please check www. uhstravelclub. com for updated information!

TRAVEL CLUB FORMS

Travel Club Forms • TUSD Activity Permission Form • TUSD International Travel Permission Form • TUSD Health Form • EF Health Form • Please return ASAP!

ADDITIONAL ANTICIPATED EXPENSES These costs are beyond the program price and cannot be covered with tax credits/donations.

Additional Anticipated Expenses • NYC • Travel Club Shirt/Sweatshirt - $50 • Winter Clothes – TBD • Souvenirs - TBD • France / Japan • Travel Club Shirt/Sweatshirt - $50 • Clothes – TBD • Souvenirs – TBD • Lunch - $10 a day? • Tip Money - $10 a day • Extra Activities - $100 • Passport - $145 • Not able to be covered by tax credits/donations

TAX CREDITS & FUNDRAISING

Fundraising: Tax Credits & Donations • Tax Credit • Arizona taxpayers only ($200/individual, $400/married couple) • Money is reimbursed by the state on your next tax return; just save the receipt! • Tax Deductible Donations • Anyone in the U. S. • Only limitation is 50% of gross income/year • Donate DIRECTLY to UHS Travel Club instead of EF • NO EMPLOYER MATCHING

Pros and Cons of Payment Plans: Tax Credits Pros • You can ask friends, family, neighbors, or any AZ taxpayer to contribute their Tax Credit towards the student trip. • Donations made towards UHS Travel Club may also be tax deductible (dependent on individual tax circumstances). Any US taxpayer may make a donation to UHS Travel Club. • Tax Credits/Donations are marked for specific student trips at time of payment (if instructions are correctly followed!) Cons • Lack of control/transparency over when Tax Credits/Donations are applied to individual EF accounts from UHS Travel Club. • This process can take several months. • Must keep your OWN financial records of all Tax Credits/Donations made to UHS Travel Club and balances still owed to EF Tours. This information is available online.

Pros and Cons of Payment Plans: Automatic Payment Plan Pros • Complete control/transparency over payments made to EF Tours. • Payments immediately show up on individual student accounts. • Do not have to solicit friends/family/neighbors for Tax Credits/Donations. Cons • No payments may count as Tax Credits/Donations. • Family is personally responsible for the entire cost of the trip.

Cancellation & Tax Credits • EF’s standard cancellation policies apply. • Tax Credits cannot be used for the $95 deposit. It must be paid out of pocket and is non-refundable. • If a participant raises more money in Tax Credits/Donations than is required for the program cost, the “overage” will NOT be refunded to the participant. • The money must stay with UHS Travel Club. • Refunds of Tax Credits = Tax Fraud!

FUNDRAISING WALK-THROUGH ON TUSD WEBSITE

Tax Credits/Donations Instructions • Make a tax credit payment / tax deductible donation payment: https: //az-tucson. intouchreceipting. com/ • Everyone who contributes towards the tour MUST login using the student account. • Username: (Student ID/matriculation number) • Password: (Student Last name – case sensitive) • Please check www. uhstravelclub. com/fundraising for complete instructions on how to make these payments.

HOW TO CHECK YOUR STUDENT BALANCE

How to Check Your Balance • Remember, you will only be receiving bi-monthly updates of what your student has generated in the club account – this will not include totals or remaining balances • We will notify you when we make withdrawals from the club account to pay EF, but remember this make take up to two months to appear on the EF student accounts. • We are not personal accountants or travel agents! We are just teachers trying to do our best while teaching 150+ students and managing the second-largest student group on campus! • Go to: https: //az-tucson. intouchreceipting. com • Log in: • Username: your student’s matric number – ask your student for this number • Password: Student’s last name (case-sensitive) • After logging in you will be asked to click on the student’s name to confirm the individual student you are “shopping” for • Under “Reports, ” please click on Purchase History • If the items listed above (name, amount, TCTRAVEL) are not correct, email uhstravelclub@gmail. com

Fundraising Example for Japan 2020 Total Cost: $4945 • Option A: Automatic Payments • • $203 / 24 months Option B: Manual Payments (Tax credits only) • 12 tax credits from married couples ($400 each) • • • For example, find six married couples who can do 2019 and 2020 1 tax credit from a single payer ($200 each) Option C: COMBO (Manual Payments = Tax credit/donation) • • $400 Tax Credit – Parents $400 Tax Credit – Aunt/Uncle $400 Tax Credit – Family Friend $400 Tax Credit – Grandparent $200 Tax Credit - Neighbor $2000 Donation – Grandparents (out of AZ) $800 Donation – Parents (for graduation present) $345 Payment – From student to school club account $1800 in Tax Credits $2800 in Donations $345 in Cash Payment $4945 in total

Any Questions? Visit www. uhstravelclub. com for more information! Ask us more questions at uhstravelclub@gmail. com