the funds of rp – section 2 what is an annual fund? types of donors – section 4 important forms...
TRANSCRIPT
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The Funds of RP – Section 2
What is an Annual Fund?
Types of Donors – Section 4
Important Forms and Deadlines – Section 3
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ASHRAE RP
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Don’t reinvent the wheel!
………………..
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ASHRAE RP
Section 4
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Last Year But Unfortunately Not This Year
Every year. Loves ASHRAE. Committed to supporting.
Key to Remember:STILL must be asked, still SHOULD be asked for support
Find LYBUNTs using the 10 Year History
“The Backbone of your Campaign”
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Please don’t….
• Assume they “don’t care” because they always give
• Ignore their support, contributions, and history with the Chapter
• NOT ask for their renewed support•Giving is always voluntary…
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• Call
• Speak to at a Meeting
•Thank them for their past support•The power of THANK YOU!
•Celebrate what the Chapter accomplished last year… because of their support•Celebrate what ASHRAE accomplished last year… because of their support•Ask for their renewed support
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LYBUNTs
How important are they really?
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Some Years But Unfortunately Not This
Has typically been a supporter, but didn’t give ‘last year’
Key to Remember:They used to give, but STOPPED
Find SYBUNTs using the 10 Year History
“Great Potential for Increasing Results”
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The 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 and SOLVE IT
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• Call
• Speak to at a 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
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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 relationships with ASHRAE
Find New Donors at Chapter Meetings and Events
“Great Potential, a bit of Work Needed”
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The mystery….
• What’s their relationship?• Why haven’t they contributed financially?• What’s their motivator and interest?
•Find the Answer and try to solve it
•Remain Respectful
•Maintain the Relationship
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Honor Roll =$100+ Individuals $150+ Organizations/
Companies
Highest Number of Donors$100-$149
Page 54 – Donor Recognition Chart
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ASHRAE RP
Section 2
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• Goal: $25,000 (soft goal)
•ALI – ASHRAE Learning Institute•Development of new Courses and Training Materials•Certification•Continuing Education•Introduction into the Industry
• Great for: Seminar sponsorships, companies or individuals who don’t support Research
“Supporting the ever-changing industry”
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• Goal: $1,900,000•Raise over $2,100,000+ annually•Research Projects, Grants-in-Aid
• 134 Projects•Most Regions get over $1.25 “back” per $1 raised•9 out of 14 Regions get over $4 “back”
• Great for: Everyone
“The backbone of ASHRAE”
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• Planned Gifts
• Estate planning
• ALI support for program development & price reduction for attendees
• ASHRAE owned Scholarships
• Endowed Research and other RP Campaign gifts
“Supporting research forever”
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• Goal: $350,000 (soft goal)
• Permanently endowed funds•5% interest annually into perpetuity•Counts toward your goal
• Endowed Scholarship funds*•Supports ASHRAE Controlled Scholarships
• Great for: Memorials, Honorariums, Chapter gifts
“Supporting research forever”
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• Goal: $20,000
• “Extra” Programs and Projects
• YEA!•Young Engineers in ASHRAE (35 or younger)•Supports: Leadership weekend, Industry training, Professional development•RP Goal: $10,000
•Great for: Individuals/Companies supporting “just ASHRAE” and YEA
“Supporting the industry”
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Fund MaterialsThese various materials, provided by Headquarters, are a great way to begin a conversation about RP.
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ASHRAE RP
Section 3
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Presidential Award of Excellence
•Supporting ASHRAE Initiatives through Activities
•Recognition/Reward
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• 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…
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PAOE POINTS!
• Use your resources•Choose wisely
• RP Chair ≠ RP Autocrat•Get help… don’t try or think you should do this alone
• Great for building RP relationships, educate members, and increase Chapter involvement
Deadline: November 1st
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PAOE POINTS!
• More than ‘stuff’•Saying “Thanks!”
• Less than $500 sent from HDQs•Order certificates
• More than $500 ordered by YOU•Donor Recognition Night
Deadline: November 15th
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PAOE POINTS!
• Honor Roll Level from Chapter Officers
• LEADERSHIP giving•Not just raising $100 per Board Member
• Practice asking for these gifts•Take it seriously
• ASK others to join
Deadline: November 15th
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DeadlinesAn Annual Campaign is structured by Deadlines. Listed are your important Fall Deadlines.
For all Deadlines, please see the PAOE sheet on page 75 of your Training Manual.
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What you use to send in money!
Needed info:Donor’s NameDonor’s Contributor/Member Number
10 Year History!
If no number: full address, phone number, and contact name
Amount Being Contributed
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RP Special Events = PAOE POINTS!
Be very clear about:Who gets whatWho is whoWho gets creditWhat gets credit
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One check is fine, but…
Be very clear about:Who gets whatWho is whoWho gets creditWhat gets credit
•Corrections should be avoided if at all possible.•Do not send in your Chapter check without a breakdown if there should be one!
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The Funds of RP
What is an Annual Fund?
Types of Donors
Important Forms and Deadlines
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