Quezon Project Correspondence & Records Manual: (2016 Edition)
Quezon Project Correspondence & Records Manual: (2016 Edition)
Intervention Letter 11
Other Letter 12
    _____________________________
                           WELCOME LETTER
Content:
The letter from the child or anybody (writing on behalf) should
contain the following:
1. General inform ation about the sponsored mem ber (personal
inform ation, studies, health condition, hobbies/interests, favorites,
personal goals)
2. General inform ation of the fam ily (nam e of parents, age, work,
siblings, age, status, work or level of education, good qualities, skills
and talents)
3. General description of hom e and comm unity (physical structure,
strategic location, facilities and institutions present within the
comm unity)
4. Benefits the sponsored child/youth will be receiving through
sponsorship
5. A note of thanks to the sponsor for the gift of sponsorship;
    (The letter should have 3-4 RB statements which arise from the
                  previous stories of # 1, 2 & 3 above)
                                                                        1
Submission Timeline (2 weeks policy)  In reference to Monthly Report
 PORTAL basis
1 st week  Release of monthly welcome list, Record verification of
SDW to RS
2 nd week  Subm ission of Welcome Letter
1 st OD of the succeeding m onth  Subm ission of Retirem ent
Notification (Reinstatem ent is not allowed)
For Independent subprojects or newly opened communities situated
in a far community, a period of 45 days is allowed
     0            1          2             3         4            5
Sponsorship   DUE of     LATE        Retirem ent   Retire-   Appears
Begins        Welcom e   Welcom e    Warning       ment      on
              Letter     Letter                              Retired
                                                             List
Remember:
  - Children who are too young or unable to write should include
    drawing/art work, test papers, photos, awards/certificates
    along with a welcome letter written by a fam ily member or
    project staff worker.
  - If a staff or fam ily m ember writes on behalf of the child or
    elderly who is unable to write, he/she m ust clearly identify
    him self/herself at the second paragraph of the letter,
    explaining their relationship to the sponsored m ember, and
    explain why the sponsored mem ber is unable to write.
  - If a sponsored m ember is reinstated, he or she will be required
    to write a welcom e letter to the new sponsor; with same
    sponsor content should be that of regular letter; with new
    sponsor content should that of detailed welcome letter
  - Asterisk (*) sym bol found before the CH number in the
    welcome list means that a welcome letter has already been
    subm itted through Sibling Request - SL Response and there is no
    need to subm it another welcome letter
  - Num ber sign (#) sym bol found before the CH number in the
    welcome list means that the child was re-sponsored by the
    previous sponsor and a welcome letter in a form of a regular
    letter is required
  - An annual letter is no longer required for those who appear on
    the welcom e list within the annual letter writing period
2
Does this person have any limitations that prevent him/her from
caring for himself/herself long-term ?
                                                                            Donts:
In this question, we seek to understand the gravity of the persons         1. Family problems (relational or financial)
challenges. Som e m ay have a physical or m ental disability, but are       2. Family realities that have negative impact (incarceration due
able to have a job and support them selves in tim e. Other people              to murder, theft, illegal drugs, et.al.)
m ay have challenges that will prevent them from living alone or            3. Defamatory attitude or behavior of the sponsored
engaging in work that could support them . Answering this question          4. Excessive story of writers life but of the sponsored
helps the sponsor understand that this person m ay need long-term
assistance and that their need for sponsorship m ay continue beyond
their school years.                                                         Hierarchy of author
                                                                            1. Sponsored, immediate family member/relative, Unbound staff,
Have you considered an educational plan or occupational therap y
                                                                               Volunteer leader, SSP, neighbor or friend.
that will help [the sponsored mem ber] to becom e self-sufficient? If so,
could you describe the plan?
                                                                              Note: For elderly orphaned, it is allowed that SDW, PVL, SSP,
We realize that m any of our special needs m em bers m ay never be            neighbor or friend writes on their behalf.
able to gain total self-sufficiency. However, others m ay benefit from
therapy or special training. Does the fam ily or sponsored m em ber
intend to pursue these opportunities if they are available? If so, what
specifically does the person plan to do and what skills do they hope
to gain?
How is [the sponsored member] and family going to benefit from the
sponsorship program?
26                                                                                                                                         3
                              REPLY LETTER                                   Water supply: This open-text field will replace the current drop-down
                                                                             menu, Describe water supply that includes the 5 options of In
Definition: Letter in response to a previous communication from the          house, Outhouse, Community well, River or stream, and Buys water.
sponsor to the sponsored member. The letter should respond to the            We have found that these options often do not sufficiently explain
sponsors questions asked through a received package or e-letter.            how the family obtains water for drinking and washing and what they
                                                                             may need to do to make it safe to drink. The new open-text field
Letter Code: RL + code (RL-A101) or EL + code (EL-A101)                      gives more room to describe the reality of obtaining water for each
                                                                             family.
Author: Sponsored member ages 9 (in 3rd grade) and above or
                                                                             Additional information about the living situation and/ or community:
elderly member who is still able to write and or sponsored-
                                                                             This is a place to provide additional details about the familys home
parent/relative/staff writing in behalf of the sponsored who needs to
                                                                             or community, such as the house itself, the weather or terrain in the
introduce himself/herself and explains their relationship to the
                                                                             community or any additional special circumstances.
sponsored member, and explain why the sponsored member is
unable to write.                                                             Likes to be called: this is not a new field, but we ask that this field only
                                                                             be completed if the person has a nickname that he/she is commonly
Content:                                                                     called by many people, even outside of the family, for example, if
The letter from the child and elderly or anybody (writing on behalf)       Francisco goes by Paco or if Mohammed Sadam is commonly called
should contain the following:                                                Sadam. The likes to be called name is printed on the record that is
1. Acknowledges and describes every item received from the                   presented to new sponsors as well as the photo, so we request that
sponsor and appreciates its significance and use                             names that are used by the family only not be included in this field,
2. Response to questions the sponsor asked                                   for example, Skinny or Little princess. If the person is always called
3. Details of progress or specific developments in their lives, with their   by his/her first name, it is not necessary to complete this field with the
families, and communities                                                    same information as the first name field. Instead, it can be left blank.
4. At least three to four Relationship Building statements (excluding
statements such as Thank you for helping me or I pray that God            New requirements for Special Needs Records
will bless you and your family or How are you? will not be counted
                                                                             Could you describe the specific limitations and challenges he/she
as relationship building as this is a very general question and not very
                                                                             has according to the professional psychological report or medical
personal.
                                                                             diagnosis?
5. A message of gratitude to the sponsor for the gift received
                                                                             We would like to know exactly what challenges this person faces on
Submission Timeline (3-month policy):                                        a daily basis. Symptoms of many conditions can vary from person to
Every 3rd Office Day of the month  Release of sponsors mail                 person, so we need more than just the medical term. Is the person
Every 2nd & 4th Office Day of the month  Release of eLetter                 able to communicate? Can they move independently? Do they
1-3 months  Submission of reply or eLetter                                  need help with daily tasks, like dressing or eating? Perhaps they are
                                                                             completely self-sufficient physically, but need assistance in coping
(In case of retired sponsored, the mail may or may not be delivered,         with psychological symptoms. Please share as many details as you
and must be returned to the Coordinating Unit. Reply letter is no            can. This question helps the sponsor understand the realities of their
longer required.                                                             friends life.
4                                                                                                                                                     25
Does this person have any physical or mental limitations that will         Remember:
prevent him/her from fully caring for him/herself long-term?: This is        - Children who are too young or unable to write should include
one of several new questions that will help sponsors understand if a           drawing/palm print/foot print along with a reply letter from a
person has any special needs, what those needs are, and how the                family member or project staff worker.
Unbound program will help him/her.                                           - If a staff or family member writes on behalf of the child or elder
                                                                               person who is unable to write, he/she must clearly identify
Describe the [childs/youths/elders] personality and provide any             himself/herself at the second paragraph of the letter,
additional information about him/her: This field will replace the              explaining their relationship to the sponsored member, and
current, Additional information about [child/youth/elder] field and           why the sponsored member is unable to write.
provides a place to share more details about the person.                     - In case the sponsor asked for a particular gift the sponsored
                                                                               prefers to receive, he/she needs to attach the photocopy of
What would you like to share about yourself? (elder record): Each
                                                                               the letter previously received and use the suggested statement
elder will have the opportunity to provide specific information about
                                                                               of In response to your question, what gift do I want to
him/herself to potential sponsors.                                             receive.
Childs/youths Unbound goal: The goal that the child or youth would         - If a letter from a sponsor contains content that is questionable
like to accomplish with the help of Unbound.                                   or inappropriate, the project staff should be refrained from
                                                                               giving the letter to the sponsored member.
Familys Unbound goal (optional field on child and youth records):           - If the sponsor asks the date when the package was received,
the goal that the family would like to accomplish with the help of             the sponsored is required to mention it in their reply.
Unbound.
                                                                           Donts:
Number of brothers and number of sisters
                                                                             1. Asking anything from the sponsor except when the sponsor asks
What is unique about this family?: Anything can be included here                 what the sponsored needs (school supplies, clothes, toys,
that describes the family with more details, such as what they do                accessories - focus on the needs and not on the wants).
together, their traditions, hardships that they face, favorite foods and     2. Mentioning the date the package received (unless requested)
much more.
                                                                           Hierarchy of author
Describe source(s) of income: This open-text field will replace the           1. Sponsored, immediate family member, workers, volunteer
Describe nature of family income (steady/seasonal/no fixed                      leaders, SSP, neighbors
income) field to give more room to explain each familys unique
situation.
Describe the elders past and current means of making a living: The
current source(s) of income for an elder may not be his/her past or
current means of making a living. For example, did she have another
occupation in the past? What is his/her occupation now?
24                                                                                                                                             5
                   SPECIAL GIFT ACKNOW LEDGEM ENT                                                                   FAMILY RECORD
Definition: Letter in response to the special m oney donations sent by        Family Record  A family record is a document that is used to provide potential
sponsors.                                                                     and current sponsors with basic information about the sponsored member, their
                                                                              family and life. It is the first step in introducing the sponsor to their sponsored
Letter Code: SG + m onth + $ am ount (SG-January-$100)                        friend and forming their sponsorship relationship. The family record is often the
                                                                              only information that a potential sponsor sees when making the decision to
Author: Sponsored m em ber ages 9 (in 3 rd grade) and above or                sponsor an individual; it remains the only information a new sponsor has until
elderly m em ber who is still able to write and or sponsored-                 regular correspondence is established.
parent/relativ e/staff writing in behalf of the sponsored who needs to
introduce him self/herself and explains their relationship to the             It is essential, therefore, that the family record provides a complete, detailed
sponsored m em ber, and explain why the sponsored m em ber is                 description of the child or elder individual, his or her life situation, personal
unable to write.                                                              qualities, future plans, etc. There are three family record forms: Child, Student,
                                                                              and Elder.
                                                                                            BENEFICIARY               FAMILY                         FURTHER
Content:                                                                                     CATEGORY                RECORD                       INSTRUCTIONS
The letter from the child and elderly or anybody (writing on behalf)                                                 FORM
                                                                                    Children 0-12 years             Child Family
who received special m oney donation should contain the following:                  (including children with          Record
                                                                                    special needs*
1. Acknowledges the received special m oney donation on the                         who are able to attend
                                                                                    school)
specific m onth not m entioning the dollar am ount and its peso                     Youths 13 years & older)        Youth Family
equiv alence. However, in case the sponsor is directly asking the                   (including children with          Record
sponsored about the am ount of special gifts receiv ed, it is perm issible          special needs*
                                                                                    who are 13-21 years who are
to m ention the am ount and/or its peso equiv alence.
                                                                                    able to attend school)
2. States how the special gift was used following the specified                     Children 0-20 years with        Child Family   Please include the following information:
intention listed at the Beneficiaries with Pending Item s Report in Portal          special needs* who are not in     Record       ? Does this person have any limitations that
or through the List posted by the Accounting departm ent                            school                                         will prevent them from fully caring for
                                                                                                                                   themselves long-term?
3. Details of progress or specific developm ents in their lives, with their                                                        ? Could you describe the specific
fam ilies, and com m unities                                                                                                       limitations and challenges he/she has
4. Three to four Relationship Building statem ents are required                                                                    according        to     the      professional
                                                                                    Adults ages 21 and over with    Elder Family   psychological report or medical diagnosis?
5. A m essage of appreciation to the sponsor for the special gift                   special needs*                    Record       ? Have you considered an educational
receiv ed                                                                                                                          plan or occupational therapy that will help
                                                                                                                                   this person to become self-sufficient? If so,
                                                                                                                                   could you describe the plan?
Subm ission Tim eline (1-m onth policy):                                                                                           ? How is this person and family going to
1 st week  Release of Financial detail report from the Accountin g                                                                benefit from the sponsorship program?
departm ent                                                                         Elder                           Elder Family
1 ST week of the succeeding m onth  Subm ission of special gift                                                      Record
6                                                                                                                                                                                  23
Unbound-KS Timeline on Annual Photo:                                                                  Remember:
     0         110        11          12          13           14           15            16           -   Children who are too young or unable to write should include
                                                                                                            drawings along with an acknowledgement letter from the
  Photo                                                      Retirement                Appears on           immediate family member.
                        Photo Due   Photo Due   Late Photo                Retirement
 Received                                                     Warning                  Retired List     -   If a family member writes on behalf of the child or elder person
                                                                                                            who is unable to write, they must clearly identify themselves at
                                                                                                            the beginning of the letter, explaining their relationship to the
                                                                                                            sponsored member, and explain why the sponsored member is
         If an individuals appearance has changed drastically from                                         unable to write.
         previous photo (illness, injury, disability), please provide an                                -   For all special money donations equal to $100 and above,
         explanation.                                                                                       ONLY the letter of acknowledgment from the sponsored is
                                                                                                            required describing how the donation addressed the specific
                                                                                                            need with corresponding photos if appropriate.
                                                                                                        -   For sponsored community need contribution, the recipients of
                                                                                                            the donation should describe the use of funds and how the
                                                                                                            donation addressed a specific need.
                                                                                                        -   If the total community need contribution from the sponsor is less
                                                                                                            than $500, the Project may proceed with redirecting the funds
                                                                                                            without prior approval from Unbound-Kansas. Any redirection
                                                                                                            of funds above $500 must be authorized by Unbound-Kansas.
                                                                                                            In these cases, Unbound-Kansas requires that the Project send
                                                                                                            a proposed use of funds to Unbound-Kansas before redirecting
                                                                                                            the funds.
                                                                                                        -   For sponsored who wishes to divert the used of the special
                                                                                                            money donation of $500 or more, the SPC should write a
                                                                                                            request to the CaRD head for approval from the Project
                                                                                                            Specialist.
                                                                                                        Hierarchy of author
                                                                                                        1. Sponsored, immediate family member, workers, volunteer
                                                                                                           leaders, SSP, neighbors
22                                                                                                                                                                         7
                             ANNUAL LETTER                                   Other guidelines:
                                                                                  Photos must be taken in a portrait (vertical) orientation, not landscape
                                                                                   (horizontal).
    Annual Letter  Regular letters should include current and updated            Encourage children to smile whenever possible! A smile will likely attract
    information about the sponsored members life. Regular letters                 potential sponsors and helps to show an individuals personality. If a
    should engage the sponsor by asking questions about the                        sponsored individual does not have a pleasant expression or a smile,
    sponsors life.                                                                some sponsors may become concerned that the individual might be ill or
                                                                                   is unhappy.
    Letter Code: AL                                                               Backgrounds which show the area where the sponsored member lives
                                                                                   are preferred. Photos taken in a studio are not permitted.
                                                                                  Photos should not have borders.
    Author: Sponsored member ages 9 (in 3rd grade) and above or                   Digitally modified photos will not be accepted.
    elderly member who is still able to write and or sponsored-                   Each photo should show only the sponsored individual. When siblings or
    parent/relative/staff writing in behalf of the sponsored who needs             other children are present in the photo, it may become unclear which
    to introduce himself/herself and explains their relationship to the            person is the sponsored individual.
    sponsored member, and explain why the sponsored member is                     The individual should be modestly dressed without offensive words,
    unable to write.                                                               pictures, signs or gestures in the photo.
    Content:
    The following are the suggested annual letter contents from the
    child and elderly or anybody (writing on behalf) of the
    sponsored:
Remember:                                                                    Remember:
  - The initial photo of an individual is often the first thing that a       1. Children who are too young or unable to write should include
    potential sponsor sees. High-quality photos that show an                    drawings or short note along with an annual letter from the
    individuals personality play a great role in whether an                    immediate family member.
    individual will be chosen for sponsorship.                               2. Children and youth who mentioned academic and extra-
  - All individuals (sponsored, change of sponsor, and available)
                                                                                curricular achievements should include the necessary
    are required to submit an updated photo every year.
                                                                                attachments not exceeding to five pages.
  - The annual photo is one of the important ways that Unbound is
    able to verify to the sponsors that the sponsored children, youth        3. If a family member writes on behalf of the child or elder person
    and elder are still in the program. For this reason, photos still           who is unable to write, they must clearly identify themselves at
    may be submitted to Unbound-Kansas within 3 months of the                   the beginning of the letter, explaining their relationship to the
    date that they were taken.                                                  sponsored member, and explain why the sponsored member is
  - Updated photos should be sent for any individuals who have                  unable to write.
    appeared on the Available List for 12 months or longer.                  4. If the student discontinued schooling for over one school year,
                                                                                the SPC should submit a case-study report along with his/her
Annual Photo Guidelines
                                                                                annual letter.
                                                                                However, college student who discontinued for one semester
Age guidelines:
  1. Photographs of sponsored children ages 0-12 may include the                and beyond, a case-study report attachment is also required
     childs entire body OR can be from the waist-up (head,                     along with his/her annual letter.
     shoulders and torso): whichever is more natural and shows the              (Policy #4 refers to Policy Guideline for Sponsorship Retirement
     childs personality. If a young child is unable to appear alone in         #6c).
     a photo, they must be held by a family member (or a caregiver           5. Subproject who wishes to terminate the sponsorship of a
     in the case of an orphan).                                                 certain sponsored on Letter Due List, a farewell letter should be
  2. Photographs of sponsored youth ages 13 and older should be                 submitted instead.
     from the waist-up (including the head, shoulders and torso).
  3. Photographs of sponsored elders can be either full body or
     waist-up, whichever is most complimentary and shows their
                                                                          ADDENDUM:
     personality.
  4. Photographs of sponsored children with special needs can be          Changes to name of corresponding sponsors
     either full body or waist-up, whichever is most complimentary.            Sponsors have requested that someone write on their behalf,
     In the case that a sponsored child, youth or elder is unable to           but they will continue to make contributions for the sponsorship.
     appear alone in a photo due to special needs, a family                    The person who is writing on the sponsors behalf is the name of
     member or another caregiver may appear in the photo.                      the person who now appears as the sponsor name on the
                                                                               Beneficiaries List. For these sponsored members since the
                                                                               relationship is continuing with a person of the sponsors
                                                                               choosing there is no need to write a welcome letter, and can
                                                                               directly proceed with the writing schedule that is already
                                                                               established.
20                                                                                                                                            9
                                                                              CHRISTMAS / YEAR-END GREETTINGS
 Hierarchy of author
       Sponsored, immediate family member, workers, volunteer   Christmas / Year-end Greetings  Provides an opportunity to share
       leaders, SSP, neighbors                                  in each others traditions. and is also part of the larger interfaith
                                                                dialogue that Unbound hopes to foster. This Christmas/year-end
 Unbound-KS Timeline on Regular Letter:                         greetings will not count toward a sponsored members letter-
                                                                writing requirements.
     0    1-5   6      7      8    9       10      11           Remember:
 Letter       Letter Letter Late Late Retirement Retire-        1. Avoid sending store-bought cards, or cards that appear overly
 Received     Due Due Letter Letter Warning      ment              expensive
                                                                2. Handmade or project-made cards are preferred
                                                                3. Subprojects may submit ideas for alternative greetings to the
                                                                   Correspondence Head for approval
                                                                4. The card should not be oversized and should be smaller than
                                                                   5.5X8.5 inches
                                                                5. Subprojects should not place three-dimensional decorative
                                                                   items such as beads, beans, rice, glitter and craft foam onto
                                                                   the cards
                                                                6. Do not include dates on greetings
                                                                7. Ensure that there are no loose items included with cards that
                                                                   could fall out during processing
10                                                                                                                                19
      Additional attachments that can be considered are                                    INTERVENTION LETTER
       photos, photocopy of test papers, most recent report
       card or activity sheet but which cannot take place the         Intervention Letter  Intervention letter is written by the subproject
       sponsored note or drawing. Dont submit photos with
                                                                      worker in case the sponsored family shows lack of interest to
       malicious and obscene images or people smoking,
                                                                      participate in the program and the subproject still decides to give
       drinking liquor or gambling.
                                                                      them a chance to cooperate. This letter is written to replace the
      Never forget the greetings in starting the letter and
                                                                      annual letter.
       thanking the sponsor before ending it.
      Attached photos should be labeled with name, CH#
                                                                      Letter Code: IL
       and a short dedication or description should be written
       at the back of each photo. Size should not be bigger
       than 3R or not smaller than wallet size.                       Author: Subproject Coordinator (SPC) or Social Development
      Graduation pictures should be in 3R-Glossy and not             Worker (SDW)
       scanned and must have short dedication.
                                                                      Content:
7. Relationship building (Questions about the sponsors life;         The letter from the subproject team should contain the following:
   Request for a letter or photo; Response to questions from          1. The author explaining the reason of writing
   sponsor; Sincere expression of interest in the sponsors life)     2. Current status of the sponsored family in the program
                                                                      3. Details of progress or specific developments in their lives, with
      Relationship building (RB) statements should not be            their families, and communities
       contained in one paragraph. It should arise from the           4. At least three to four Relationship Building statements
       statements/stories mentioned in the paragraph.                 5. Detailed discussion of their violation/s or lack of participation
      Three to four RB statements are required in all types of       6. Intervention initiated by the subproject team
       letter except in Farewell letter.                              7. Grace period given for them to comply
                                                                      Remember:
                                                                      An annual letter may be sent any time prior to the grace-period
                                                                      stated in the IL but a farewell letter should be submitted on the 4th
                                                                      or 7th month if the sponsored family failed to comply on the
                                                                      agreement.
                                                                        0      1-5     6      7      8       9             10      11
                                                                    Letter           Letter Letter Late Late          Retirement Retire-
                                                                    Received         Due    Due    Letter Letter      Warning    ment
18                                                                                                                                         11
                          OTHER LETTER                                   5. Appropriateness (Inappropriate content may include: direct
                                                                            requests or language that may m ake a sponsor feel
Other Letter  Other letter is written on occasions such as Individual      pressured to send additional assistance; changes in
Sponsors Visit, Deceased Sponsor Notification (generated through            handwriting and/or ink; content or writing style that seem s
SL); when sponsored wishes to share significant events in his/her           too m ature/immature com pared to the age of the
life, in their family and in the Unbound community.                         beneficiary; questionable subject matter, etc.)
     2. Date (Dates must be written by the author of the letter and          Author: Sponsored member ages 9 (in 3rd grade) and above or
        must reflect the date that the letter was written; Date is in same   elderly member who is still able to write and or sponsored-
        handwriting and ink as letter and date is consistent with            parent/relative/staff writing in behalf of the sponsored who needs
        information in the letter)                                           to introduce himself/herself and explains their relationship to the
                                                                             sponsored member, and explain why the sponsored member is
           Follow the format in writing the date: day/month/year -          unable to write.
            (25 December 2015)
                                                                             Content:
     3. Presentation (Letter has a neat, clean appearance; Stationery        1. Explains the tangible and intangible benefits that the
        with torn edges)
                                                                                 sponsored member received as a result of the sponsorship
                                                                             2. When retiring due to lost contact, it would be helpful to provide
           Dont use sign pen, technical pen or friction pen.
           On stationery: Leave one space after the salutation                  the amount of time that the family has not been in contact
            (Dear) in starting the first paragraph of the body of the            with the project and information regarding how their benefits
            letter and a space between paragraphs; two spaces                    were distributed
            before the complimentary close. No space is needed               3. When retiring due to lack of participation or discontinuing
            before writing the name of the writer.                               studies, it is encourage to have an overall positive attitude in
           Never use correction tape or liquid eraser.                          farewell letters, Even at times when a goal is not met, it is likely
           Never place a tape or patched a small piece of paper                 that the sponsorship has still had a positive effect on the
            to cover a tiny hole.                                                individual. It is important, therefore that message contained in
           Dont submit letters with torn or folded edges or with               the farewell letter is POSITIVE. Celebrate accomplishments,
            stained of any liquid                                                mention the educational achievements and avoid words that
                                                                                 may trigger negative emotions .
     4. Author Identified (Author is clearly identified and their
                                                                             4. Describe the difference that sponsorship has made in his/her
        relationship to the member is explained and reason is clear
        why sponsored member not able to write)                                  life
                                                                             5. Written by the sponsored child
           If a family member writes on behalf of the child or elder        6. A clear and detailed retirement reason
            person who is unable to write, they must clearly identify        7. Displays sponsorship outcomes
            themselves at the beginning of the letter, explaining their      8. Demonstrates gratitude
            relationship to the sponsored member, and explain why            9. Personalization
            the sponsored member is unable to write.                         10. Steps taken to preserve the sponsorship
16                                                                                                                                                  13
     Characteristics of a Good farewell letter:
     1. Written by Sponsored Member  It is the responsibility of the
        sponsored member to write the farewell letter whenever                 Remember:
        possible. In cases when the sponsored member or a family is            1. It is not necessary for individuals on the Available List or
        unable to write, the staff member most familiar with the                  Change of Sponsor to send a Farewell letter; email notification
        sponsored member should write the farewell letter on their                is acceptable in these cases
        behalf. The author of the letter should be identified by name          2. It is permissible (though not required) to encourage the sponsor
        and relationship to the sponsored member.
                                                                                  to help another individual through Unbound
     2. Positive Attitude  Even at times when a goal is not met, it is
        likely that the sponsorship has still had a positive effect on the     3. It is NOT appropriate to mention specific individual (sibling,
        individual.     It is important, therefore, that the message              family member) for sponsorship
        contained in the farewell letter is positive.            Celebrate     4. An intervention template must be accomplished and attached
        accomplishments whenever possible. Try to avoid words that                to the farewell letter. Retirement reasons such as deceased,
        may trigger negative emotions: failure, disappointment,                   graduated and improved economic condition do not require
        unfortunately.
                                                                                  intervention template.
     3. Detailed Retirement Reason  Be sure to include details that
        help to explain the reason for retirement.        If the retirement
                                                                               5. If the sponsored passes away, an email notification (with
        might be coming at an unexpected time, sponsors appreciate                attached death certificate) should be sent within the week
        a brief description f options that might have been considered             explaining the circumstances with as much detail and a
        prior to choosing retirement.                                             farewell letter should be submitted within the month so the
     4. Outcomes from Sponsorship  Outcomes from sponsorship are                 sponsor could cope with the difficult news.
        both tangible and intangible. While it might be easy to list           6. Please be sure to always include in the farewell letter the level
        items that a sponsored member received as benefits,
                                                                                  of education a sponsored child or youth completed prior to
        remember the intangible benefits have a great value as well.
        The farewell letter should answer the question how is the                retirement, as well as information about any other educational
        individuals life different as a result of sponsorship?, or what        accomplishments.
        opportunities has sponsorship provided that might otherwise            7. When possible it is preferred that farewell letters be written with
        not have been available to the individual?                               pen, not pencil.
     5. Appreciation  Since farewell letter often represents the end of
        a significant relationship, it is appropriate in the farewell letter
        for a sponsored member to express appreciation to their
                                                                               Hierarchy of author
        sponsor for their support.
     6. Personalization  Personalization is more than a name on the              Sponsored, immediate family member, workers, volunteer
        top of the page. While the name is certainly important,                   leaders, SSP, neighbors
        content of the letter should also be personalized. Avoid form
        letters. Include details specific to that sponsored member and         Offering direct communication
        sponsorship relations.                                                    Unbound does not recommend direct communication
     7. Appropriateness  While it is appropriate for a letter to                 between sponsors and sponsored            members even when
        encourage a sponsor to consider sponsoring again, it is not
        appropriate to request that a specific individual be sponsored.
                                                                                  sponsorship ends. The sponsored members can certainly say
                                                                                  that they would like to meet the sponsor as long as they dont
     Unbound-KS Timeline on Regular Letter:                                       mention coming to their place to visit the sponsor. Example of
                                                                                  unacceptable statement is I would like to visit you there
    0         1-5     6        7         8        9          10        11         someday, this gives the impression that the sponsored
Letter              Letter   Letter   Late     Late     Retirement   Retire-      member intends to seek direct contact with the sponsor when
Received            Due      Due      Letter   Letter   Warning      ment         they are no longer in the program.
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