Road To Success2014-15 RP Campaign Centralized Training: August 23rd
Get an overview of the RP Campaign
Learning from Returning RP Chairs!
Special events, calling campaigns & MBOs
All your electronic resources & how to use them
Today’s Agenda
Wrap-UpWrap-Up
IntroIntro
E-TrainingE-Training
Returning RP ChairsReturning RP Chairs
Specialty Topics
Specialty Topics
Summary, Next Steps & All your Questions answered
Road To Success2014-15 RP Campaign
$2.4 millionNext Exit
Distance: 10 months
THE FUNDSSection 2
11
$2.3 Million
Education pg. 18 Goal: $25,000 (soft goal)
CertificationContinuing EducationIntroduction to the industry
Great for: Seminar sponsorships, companies/individuals who don’t support ‘research’
“Supporting the ever-changing industry”
General Funds pg. 21
Goal: $20,000
“Extra” programs & projects of ASHRAElarge research projects, education programs
Great for: Individuals & companies who just want to support “ASHRAE”
“Supporting the industry”
YEA! pg. 22
Young Engineers in ASHRAEMembers who are 35 & younger
SupportingLeadership WeekendIndustry TrainingProfessional DevelopmentASHRAE Membership
RP Goal: $15,000
Great For: YEA members, individuals & companies interested in supporting ‘next generation of ASHRAE leaders”
Foundation pg. 25
Goal: $350,000 (soft goal)
Permanently endowed fundsSet 5% interest Count toward Goal
Great for: Memorials, Honorariums, Chapter gifts & personal gifts
“Supporting research forever”
Scholarships pg. 29Goal: $25,000
Each Chapter has a small goal *Supporting Undergraduate Students
ASHRAE owned Scholarships onlyDeadline: October 31st
PAOE POINTS!
Great for: Chapter donation, individuals who support students, student branch project/involvement
“Supporting the industry’s students”
Research pg. 13Goal: $1,900,000
83 active projectsValue: $16+ million
Every Region has Research!13 of the 14 Regions get over $1 ‘back’ for every $1 donated
$1 donated = $1 to research
Great for: Everyone
“The backbone of ASHRAE”
Dollars back in research!
Fund MaterialsPowerPoints … what’s a meeting without a PowerPoint??
Display Posters highlightingtypes of projectsbenefits to the Members/ASHRAE
Give-aways
Visuals to show the impact of ASHRAE ResearchRedacted Standard & Handbook Chapter
Informational brochures & flyers
Types of donorsSection 4
Think about yourself …your actions …
your reactions …
If you wouldn’t like it, don’t do it to your Donors
41
Members vs. Companies
(Number of donors)
Members vs. Companies
(dollars raised)
Please don’t …
Types of Donors
LYBUNTS
SYBUNTS
New Donors
LYBUNTs pg. 42
Key to remember: STILL must be asked, still SHOULD be asked for their support
How to Find: 10 Yr History Report
“The backbone of your campaign”
LYBUNTsHow important are they really?
20%
80%
2013-14 RP Campaign
Others
LYBUNTs
SYBUNTS pg. 43
Key to remember: They use to give but Stopped
How to Find: 10 Yr History Report
“Great potential for increasing results”
SYBUNTs By Agatha Christie
An age-old riddle of why, once involved, supportive donors suddenly ….
STOP GIVING!
Best Guess:
New Donors pg. 45
Key to remember: They might ‘support’ ASHRAE in other ways or might not have any real relationship with ASHRAE
How to Find: Chapter meetings & events
“Great potential, a bit of work needed”
New Donors
Types of Donors
Impact of ‘skipping’
Impact of ‘skipping’
How to stay organized & earn PAOE
Important Forms
31
Section 3
Important Forms• www.ashraerp.com/important forms
• In Word, Excel, & .pdf Format
Tip: If the form earns PAOE points, please send it to RP Staff as well as your RVC!
Donor Recognition pg. 54PAOE POINTS!
• More than ‘stuff’Saying “Thanks!”
• Less than $500 = sent directly from HeadquartersOrder Certificates!
• More than $500 = ordered by you for Donor Recognition Night
Donor Rec order forms sent in AugustNeed one? Let us know during the break.
54
Summary Form pg. 39
What you use to send in the money!
Needed Info:Donor’s nameDonor’s contributor number (member number)*
past donors can be found on the 10Yr History!Amount being contributed
Summary Form pg. 39
What you use to send in the money!
Needed Info:Donor’s nameDonor’s contributor number (member number)*
past donors can be found on the 10Yr History!Amount being contributed
*If you can’t find the contributor number ,
you should include address, phone number, & contact name (if it’s a company)
Summary Forms & Special EventsRP Special Events = PAOE Points!
Be very clear about who gets whatwho is whowhat gets credit
Summary Forms & Chapter ChecksOne check is OK
BUT ….
Be very clear about who gets what
who is who
what gets credit
who gets credit
Corrections should be avoided if at all possible
Full Circle pg. 37
PAOE POINTS!
• An Honor Roll Level ($100+) Gift from Chapter Officers
• LEADERSHIP GivingNOT just raising $100 per Board Member
• Practice asking for these giftsTake it seriously
• Celebrate the achievement!
• ASK others to join
How to ask
Thank you so much for your support of ASHRAE last year!
I hope that the Emerald Coast Chapter can count on your support again this year!
“I can’t give because I’m a YEA Member!”
“The Chapter Board has a YEA Member who can’t afford to give so Full Circle isn’t fair!”
“YEA Members shouldn’t be required to give because
…..”
YEA Members Giving
Overall YEA Support for 2013-14:
336 donors (4.3%)Average Gift: $155.00
Overall All Member Support for 2013-14
3,052 donors (6.7%)Average Gift: $159.00
RP Campaign & PAOE
PAOE Points
PAR: 1050Min: 800
73
Section 8
RP PAOE• VERY Simple!
• Goal = lots of PAOE Points!
• Staff tracks what you report
• Tracked on the monthly spreadsheet
RP PAOE• Important PAOE Deadlines:
Attend Training! Volunteer Committee 11/1Order Donor Recognition Items 11/15Full Circle 11/1530% of Goal 12/31100% of Goal Bonus 6/15
Campaign Ends 6/30
One final note …
Questions? More Information?