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?