Road To Success

1. Road To Success 2013-14 RP Campaign Centralized Training: Sept. 6

2. Today’s Agenda 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 Intro Returning Tips Topics E-Training Summary, Next Steps & All your Questions answered Phase 4

3. $2.3 million Next Exit Distance: 10 months Road To Success 2013-14 RP Campaign

4. The Funds 11

5. $2.3 Million

6. Foundation • Goal: $350,000 (soft goal) • Permanently endowed funds • Set 5% interest • Count toward Goal • Great for: Memorials, Honorariums, Chapter gifts & personal gifts • “Supporting research forever”

7. Education • Goal: $25,000 (soft goal) • Certification • Continuing Education • Introduction to the industry • Great for: Seminar sponsorships, companies/individuals who don’t support ‘research’ • “Supporting the ever-changing industry”

8. Brand new for 2013-14!

9. Scholarships • Goal: $25,000 • Each Chapter has a small goal • Supporting Undergraduate Students • ASHRAE owned Scholarships only • Deadline: October 31st • PAOE POINTS! • Great for: Chapter donation, individuals who support students, student branch project/involvement • “Supporting the industry’s students”

10. Scholarship Does not generate 5% interest ASHRAE owned scholarships only $60,000 minimum to begin new Scholarship 3 yrs to reach minimum Limited control over funds

11. General Funds • Goal: $20,000 • “Extra” programs & projects of ASHRAE • large research projects, education programs • Great for: Individuals & companies who just want to support “ASHRAE” • “Supporting the industry”

12. Brand new for 2013-14!

13. YEA! Young Engineers in ASHRAE Members who are 35 & younger Supporting Leadership Weekend Industry Training Professional Development ASHRAE Membership RP Goal: $10,000 Great For: YEA members, individuals & companies interested in supporting ‘next generation of ASHRAE leaders”

14. Research • Goal: $1,900,000 • 83 active projects • Value: $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”

15. Dollars back in research!

16. Fund Materials • PowerPoints… what’s a meeting without a PowerPoint?? • Display Posters highlighting • types of projects • benefits to the Members/ASHRAE • Give-aways • Visuals to show the impact of ASHRAE Research • Redacted Standard & Handbook Chapter • Informational brochures & flyers

17. Types of donors

18. Think about yourself … your actions … your reactions … If you wouldn’t like it, don’t do it to your Donors 37

19. Members vs. Companies(Number of donors)

20. Members vs. Companies(dollars raised)

21. Please don’t …

22. Types of Donors • LYBUNTS • SYBUNTS • New Donors

23. LYBUNTs • Definition: 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”

24. LYBUNTs • Please 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 ….

25. 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

26. LYBUNTs • How important are they really?

27. SYBUNTS • Definition: SomeYears 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”

28. SYBUNTs • 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 & SOLVE IT

29. Best Guess:

30. 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!

31. New Donors • Definition: 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”

32. New Donors • The 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

33. New Donors

34. Types of Donors

35. Impact of ‘skipping’

36. Impact of ‘skipping’

37. Important Forms 27 How to stay organized & earn PAOE

38. 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!

39. 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 ….

40. Volunteer Committee • PAOE POINTS! • Use your resources • choose wisely … • RP Chair ≠ RP Autocrat • Get help, don’t try or THINK you should do this alone • Great way to build RP relationships, educate members, & increase chapter involvement

41. Donor Recognition • PAOE POINTS! • More than ‘stuff’ • Saying “Thanks!” • Less than $500 = sent directly from Headquarters • Order Certificates! • More than $500 = ordered by you for • Donor Recognition Night • Donor Rec order forms sent in August • Need one? Let us know during the break. 50

42. All about the money …

43. Full Circle • PAOE POINTS! • An Honor Roll Level ($100+) Gift from Chapter Officers • LEADERSHIP Giving • NOT just raising $100 per Board Member • Practice asking for these gifts • Take it seriously • Celebrate the achievement! • ASK others to join

44. 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!

45. Summary Form • What you use to send in the money! • Needed Info: • Donor’s name • Donor’s contributor number (member number)* • past donors can be found on the 10Yr History! • Amount being contributed

46. Summary Form • What you use to send in the money! • Needed Info: • Donor’s name • Donor’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)

47. Summary Forms & Special Events RP Special Events = PAOE Points! Be very clear about who gets what who is who what gets credit

48. Summary Forms & Chapter Checks One 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

49. PAOE Points PAR: 1050 Min: 800 69 RP Campaign & PAOE

50. RP PAOE • VERY Simple! • Goal = lots of PAOE Points! • Staff tracks what you report • Tracked on the monthly spreadsheet