Road To Success2013-14 RP Campaign Centralized Training: Sept. 6

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

Phase 4Phase 4

IntroIntro

Returning Tips

Returning Tips

TopicsTopics

E-TrainingE-Training

Summary, Next Steps & All your Questions answered

Road To Success2013-14 RP Campaign

$2.3 millionNext Exit

Distance: 10 months

THE FUNDS11

$2.3 Million

FoundationGoal: $350,000 (soft goal)

Permanently endowed fundsSet 5% interest Count toward Goal

Great for: Memorials, Honorariums, Chapter gifts & personal gifts

“Supporting research forever”

EducationGoal: $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”

Brand new for 2013-14!

ScholarshipsGoal: $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”

Scholarship

Does not generate 5% interest

ASHRAE owned scholarships only

$60,000 minimum to begin new Scholarship3 yrs to reach minimum

Limited control over funds

General FundsGoal: $20,000

“Extra” programs & projects of ASHRAElarge research projects, education programs

Great for: Individuals & companies who just want to support “ASHRAE”

“Supporting the industry”

Brand new for 2013-14!

YEA!

Young Engineers in ASHRAEMembers who are 35 & younger

SupportingLeadership WeekendIndustry TrainingProfessional DevelopmentASHRAE Membership

RP Goal: $10,000

Great For: YEA members, individuals & companies interested in supporting ‘next generation of ASHRAE leaders”

ResearchGoal: $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 donors

Think about yourself …your actions …

your reactions …

If you wouldn’t like it, don’t do it to your Donors

37

Members vs. Companies

(Number of donors)

Members vs. Companies

(dollars raised)

Please don’t …

Types of Donors

LYBUNTS

SYBUNTS

New Donors

LYBUNTsDefinition: Last Year But Unfortunately Not This year

Year in, year out, loves ASHRAE, committed to their support …

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”

LYBUNTsPlease don’t ….

• Assume they ‘don’t care’ about stuff because ‘they always give’

• Ignore their support, contributions, and history with the Chapter

• NOT ask for their renewed support• Giving is always voluntary ….

LYBUNTs• Call• Speak to at Meeting

• Thank them for their past support!• The power of “Thank you!”

• Celebrate what the Chapter did last year … because of their support

• Celebrate what ASHRAE did last year .. Because of their support

• Ask for their ‘renewed’ support

LYBUNTsHow important are they really?

SYBUNTSDefinition: Some Years But Unfortunately Not This

Has typically been a supporter but didn’t give ‘last year’

Key to remember: They use to give but Stopped

How to Find: 10 Yr History Report

“Great potential for increasing results”

SYBUNTsThe mystery

• Why did they stop giving?• Did the Chapter do or not do something?• Did the donor forget?• Are they out of the industry? • ?? Lots of reasons ??

• Find the Answer & SOLVE IT

Best Guess:

SYBUNTs• Call• Speak to at Meeting

• Thank them for their past support!• The power of “Thank you!”

• Indicate that you were surprised/sorry not to see their name listed again in the Honor Roll, sponsor list, list of donors etc. …

• Apologize for missing them last year

• Ask for their ‘renewed’ support• 10 Yr history!

New DonorsDefinition: Hasn’t given to ASHRAE in 5+ years

For some reason, has never contributed financially

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 DonorsThe mystery

• What’s their relationship?• Why haven’t they contributed financially?• What’s their motivator & interest?

• Find the Answer & try to solve it

• Remain respectful • Maintain the relationship

New Donors

Types of Donors

Impact of ‘skipping’

Impact of ‘skipping’

How to stay organized & earn PAOE

Important Forms

27

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!

Action Plans• What? Who? When? Why?

• Plan the calendar year

• Get your Board on board

• Get your donors on board

• Know when to celebrate • Know when to worry ….

Volunteer CommitteePAOE POINTS!

• Use your resources choose wisely …

• RP Chair ≠ RP AutocratGet help, don’t try or THINK you should do this

alone

• Great way to build RP relationships, educate members, & increase chapter involvement

Donor RecognitionPAOE 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.

50

All about the money …

Full CirclePAOE 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!

Summary FormWhat 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 FormWhat 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

RP Campaign & PAOE

PAOE Points

PAR: 1050Min: 800

69

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

Questions? More Information?