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Welcome to Travel Club & Fundraising 101

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Presentation on theme: "Welcome to Travel Club & Fundraising 101"— Presentation transcript:

1 Welcome to Travel Club & Fundraising 101

2 Important Dates

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

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

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

6 Travel Club Communication

7 Communication Please respond ASAP to uhstravelclub@gmail.com
Join Remind NYC Students to 81010 NYC Parents to 81010 France Students to 81010 France Parents to 81010 Please check for updated information!

8 Travel Club Forms

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

10 Additional Anticipated Expenses
These costs are beyond the program price and cannot be covered with tax credits/donations.

11 Additional Anticipated Expenses
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 NYC Travel Club Shirt/Sweatshirt - $50 Winter Clothes – TBD Souvenirs - TBD Not able to be covered by tax credits/donations

12 Tax credits & fundraising

13 Fundraising: Tax Credits & Donations
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

14 Pros and Cons of Payment Plans: Tax Credits
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!) 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.

15 Pros and Cons of Payment Plans: Automatic Payment Plan
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. No payments may count as Tax Credits/Donations. Family is personally responsible for the entire cost of the trip.

16 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!

17 Fundraising Walk-Through on TUSd Website

18 Tax Credits/Donations Instructions
Make a tax credit payment / tax deductible donation payment:  ​ 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 for complete instructions on how to make these payments.

19 How to Check your Student Balance

20 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: 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,

21 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

22 Any Questions? Visit for more information! Ask us more questions at


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