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Road To Success

Road To Success. 2014-15 RP Campaign Centralized Training: August 23rd. 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. E-Training.

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Road To Success

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  1. Road To Success 2014-15 RP Campaign Centralized Training: August 23rd

  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 E-Training Returning RP Chairs Specialty Topics Summary, Next Steps & All your Questions answered Wrap-Up

  3. $2.4 million Next Exit Distance: 10 months Road To Success 2014-15 RP Campaign

  4. Section 2 The Funds 11

  5. $2.3 Million

  6. Education pg. 18 • 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”

  7. General Funds pg. 21 • 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”

  8. YEA! pg. 22 Young Engineers in ASHRAE Members who are 35 & younger Supporting Leadership Weekend Industry Training Professional Development ASHRAE Membership RP Goal: $15,000 Great For: YEA members, individuals & companies interested in supporting ‘next generation of ASHRAE leaders”

  9. Foundation pg. 25 • 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”

  10. Scholarships pg. 29 • 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”

  11. Research pg. 13 • 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”

  12. Dollars back in research!

  13. 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

  14. Types of donors Section 4

  15. Think about yourself … your actions … your reactions … If you wouldn’t like it, don’t do it to your Donors 41

  16. Members vs. Companies(Number of donors)

  17. Members vs. Companies(dollars raised)

  18. Please don’t …

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

  20. 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”

  21. LYBUNTs • How important are they really?

  22. SYBUNTS pg. 43 • Key to remember: They use to give but Stopped • How to Find: 10 Yr History Report • “Great potential for increasing results”

  23. SYBUNTs • By Agatha Christie • An age-old riddle of why, once involved, • supportive donors suddenly …. • STOP GIVING!

  24. Best Guess:

  25. 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”

  26. New Donors

  27. Types of Donors

  28. Impact of ‘skipping’

  29. Impact of ‘skipping’

  30. Important Forms 31 How to stay organized & earn PAOE Section 3

  31. 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!

  32. Donor Recognition pg. 54 • 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. 54

  33. Summary Form pg. 39 • 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

  34. Summary Form pg. 39 • 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)

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

  36. 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

  37. Full Circle pg. 37 • 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

  38. 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!

  39. “The Chapter Board has a YEA Member who can’t afford to give so Full Circle isn’t fair!” “I can’t give because I’m a YEA Member!” “YEA Members shouldn’t be required to give because …..”

  40. 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

  41. PAOE Points PAR: 1050 Min: 800 73 RP Campaign & PAOE Section 8

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

  43. RP PAOE • Important PAOE Deadlines: Attend Training! Volunteer Committee 11/1 Order Donor Recognition Items 11/15 Full Circle 11/15 30% of Goal 12/31 100% of Goal Bonus 6/15 Campaign Ends 6/30

  44. One final note …

  45. Questions? More Information?

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