Trade Out Form
Below is the process for using trade out.
1. Complete a Trade Out Form below
2. Wait for approval from Heather. She will print the Trade Out Form, sign it and return it to you.
3. Request trade from organization and obtain an invoice. You may need to request a gift card or gift certificate from Megan G. depending on the organization. Albanese trade will be handled directly through the candy factory with Jenn Santelik. Her contact information is in CRM.
4. Turn in paperwork to Megan G. This will include a copy of the invoice as well as the approved Trade Request Form.
5. Record the trade in the partner's CRM account and attach a copy of the invoice in Benefits Summary/ Inkind/Expense.