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Fund-Raising Seminar. Albany, new york November 16-17. Fundraising Software Orientation. Boy Scouts of America. Person, Organization, Prospect. ORGANIZATION. PERSON. UNIT. ORGANIZATION. PERSON. PERSON. UNIT. ORGANIZATION. PERSON. PERSON. UNIT. GOLF 2010. FOS 2010. FOS 2009.

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fund raising seminar

Fund-Raising Seminar

Albany, new york

November 16-17

slide4

ORGANIZATION

PERSON

UNIT

slide5

ORGANIZATION

PERSON

PERSON

UNIT

slide6

ORGANIZATION

PERSON

PERSON

UNIT

GOLF 2010

FOS 2010

FOS 2009

DCD 2009

slide7

ORGANIZATION

PERSON

PERSON

UNIT

GOLF 2010

FOS 2010

FOS 2009

PLEDGE

DCD 2009

slide8

PERSON RELATIONSHIPS

REGISTRATIONS

GIVING HISTORY

ADDRESS,

PHONE NUMBER

E-MAIL ADDRESS

EVENT PARTICIPATION

PERSON

ADVANCEMENT

AWARDS

TRAININGRECORDS

DEMOGRAPHICS

ORGANIZATIONRELATIONSHIPS

slide10

Report #: 0309 v1.15 Take Any Council Page 1 of 1

Date: 11/05/2000

Time: 15:00:27 Person Listing

------------------------------------------------------------------------------------------------------------

--- Selected Options ---

Person Name: Richard H Baldwin

Effective Date: 11/05/2000

---------------------------------------------------------------------------------------------------------

Name: Richard H Baldwin Primary Phone: (540) 943-7634

Common Name: Dick Additional Phones:

Address: RR 2 Box 370D Work: (540)942-7300

Eagleville, VA 55214-4659 Mobile: (540)993-3656

Additional Addresses:

Personal Affiliations:

Father of Wesley Tyler Baldwin

Can Influence David W Brown

Organizational Affiliations:

Member, Downtown Rotary Club

Chief Financial Officer, Eagleville Medical Clinic

Member, First Baptist Church of Eagleville

BSA Registrations:

Merit Badge Counselor, District Two

District Training Committee Chmn., District Two

District Finance Committee Member, District Two

Unit Registrations:

Committee Member, Troop 0011

Assistant Scoutmaster, Troop 0011

Honors / Awards:

Scoutmaster's Key 11/05/1991

Silver Beaver 11/05/2000

VIGIL MEMBER 11/05/1996

Ranks:

Eagle 11/19/1970

Training:

Boy Scout Leader Basic Tng Completed (1979 Series) 11/05/2000

Campaign Contribution: Total Pledges Total Payments

S00 2000 Friends of Scouting $500.00 $250.00

S01 2001 Friends of Scouting $250.00 $250.00

G00 BSA Golf 2000 $150.00 $150.00

Events:

04/01/1999 Philmont 2000 Take Any Council Participants

06/14/2000 BSA Golf 2000 Take Any Council Player

Notes:

Lives in Florida from Dec. to Mar.

---

slide12

Report: 0308 v1.40 Take Any Council Page 1 of 1

Date: 11/04/2000 Campaign Progress Report

Time: 13:07:06

----------------------------------------------------------------------------------------------------------------------------

--- Selected Options ---

Campaign: 2000 Friends of Scouting(S00)

YTD Pledges % of Total Total

Campaign Giving Categories Goal Current Last Year Payments Goal Prospects Worked

----------------------------------------------------------------------------------------------------------------------------

Take Any Council

Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54

Leadership $6,000 $15,470 $24,263 $3,853 100.0 72 14

Patron $27,500 $400 $2,050 $0 1.5 71 2

----------------------------------------------------------------------------------

Organization Totals: $63,500 $46,305 $59,397 $17,078 72.9 212 70

\District One

Community $16,000 $3,710 $13,586 $1,543 23.2 244 16

Family $6,000 $5,643 $9,997 $2,592 94.1 896 106

----------------------------------------------------------------------------------

Organization Totals: $22,000 $9,353 $23,583 $4,135 42.5 1,214 122

\District Two

Community $1,500 $2,765 $6,110 $1,482 20.5 148 17

Family $15,000 $11,188 $23,267 $3,696 74.6 1,986 175

----------------------------------------------------------------------------------

Organization Totals: $30,000 $13,953 $30,286 $5,178 46.5 2,353 192

----------------------------------------------------------------------------------

Campaign Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891

SUMMARY SECTION

Community $42,000 $3,916 $17,311 $1,749 9.3 747 18

Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54

Family $62,500 $44,950 $96,250 $17,680 71.9 8,244 735

Leadership $6,000 $0 $1,125 $0 0.0 5 0

Patron $27,500 $400 $2,050 $0 1.5 71 2

------------------------------------------------------------------------------

Summary Totals:$206,500 $105,457 $209,144 $41,777 51.1 10,148 891

slide14

Report: 0308 v1.40 Take Any Council Page 1 of 1

Date: 11/04/2000 Campaign Progress Report

Time: 13:07:06

----------------------------------------------------------------------------------------------------------------------------

--- Selected Options ---

Campaign: 2000 Friends of Scouting(S00)

YTD Pledges % of Total Total

Campaign Giving Categories Goal Current Last Year Payments Goal Prospects Worked

----------------------------------------------------------------------------------------------------------------------------

Take Any Council

Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54

Leadership $6,000 $15,470 $24,263 $3,853 100.0 72 14

Patron $27,500 $400 $2,050 $0 1.5 71 2

----------------------------------------------------------------------------------

Organization Totals: $63,500 $46,305 $59,397 $17,078 72.9 212 70

\District One

Community $16,000 $3,710 $13,586 $1,543 23.2 244 16

Family $6,000 $5,643 $9,997 $2,592 94.1 896 106

----------------------------------------------------------------------------------

Organization Totals: $22,000 $9,353 $23,583 $4,135 42.5 1,214 122

\District Two

Community $1,500 $2,765 $6,110 $1,482 20.5 148 17

Family $15,000 $11,188 $23,267 $3,696 74.6 1,986 175

----------------------------------------------------------------------------------

Organization Totals: $30,000 $13,953 $30,286 $5,178 46.5 2,353 192

----------------------------------------------------------------------------------

Campaign Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891

SUMMARY SECTION

Community $42,000 $3,916 $17,311 $1,749 9.3 747 18

Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54

Family $62,500 $44,950 $96,250 $17,680 71.9 8,244 735

Leadership $6,000 $0 $1,125 $0 0.0 5 0

Patron $27,500 $400 $2,050 $0 1.5 71 2

---------------------------------------------------------------------------------

Summary Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891

----------------------------------------------------------------------------------------------------------------------------

--- End of Report ---

slide16

Report: 0304 v1.24 Page 1 of 1

Date: 11/04/2000 Take Any Council

Time: 12:34:12 Campaign Organization Structure

----------------------------------------------------------------------------------------------------------------------------

---- Selected Options ----

BSA Structure: Take Any Council

Campaign: S00 - 2000 Friends of Scouting

Include BSA Structure? Yes Begin Position: Council FOS Chairperson

Include Giving Category? Yes

Include Persons? Yes End Position: ** POSITIONS SUBORDINATE TO THE BEGINNING

Include Worker Locator Number? Yes POSITION

---------------------------------------------------------------------------------------------------------------------------

(Level 1)---Council FOS Chairperson,Take Any Council, Council Division, Charles Stamm,100183201

|(Level 2)---Board Division,Take Any Council, Council Division, Keith Gearheart,100183234

| |(Level 3)---Executive Board,Take Any Council, Council Division, Charles Stamm,100183276

| | |(Level 4)---Worker,Take Any Council, Council Division, Richard Mansfield,100183277

| |(Level 3)---Leadership,Take Any Council, Council Division, Bobby Lockridge,100183286

| | |(Level 4)---Worker,Take Any Council, Council Division, Brady Ballard,100183274

| |(Level 3)---Patron,Take Any Council, Council Division, Bobby Lockridge,100183237

| |(Level 4)---Worker,Take Any Council, Council Division, Tim Hess,100183275

|(Level 2)---District Division,Take Any Council, Council Division, Patricia Reardon,100463476

|(Level 3)---District FOS,District ONE,Community,Charles McGinnis,100183294

| |(Level 4)---Community FOS,District ONE, Community, John Hoyt,100183295

| | |(Level 5)---Worker,District ONE, Community, Andy DePoy,100463497

| | |(Level 5)---Worker,District ONE, Community, Susan Rebholz,100463496

| |(Level 4)---Family FOS,District ONE, Family, Susan Hietanen,100183223

| |(Level 5)---Unit ChairmanPack 0174,District ONE, Family, Shelley Shankle,100362039

| |(Level 5)---Unit ChairmanTroop 0241,District ONE, Family, William Bayes,100340673

|(Level 3)---District FOS,District TWO, Community, James Bennett,100183224

|(Level 4)---Community FOS,District TWO, Community, Richard Claterbaugh,100183226

| |(Level 5)---Worker,District TWO, Community, Mark Curtis,100184456

| |(Level 5)---Worker,District TWO, Community, Donna Baldwin,100183233

|(Level 4)---Family FOS,District TWO, Family, Judy Goodbar,100183225

|(Level 5)---Unit ChairmanPack 0180,District TWO, Family, Shirley Ziegler,100340677

|(Level 5)---Unit ChairmanTroop 0096,District TWO, Family, Elizabeth Trail,100184466

slide19

Report: 0351 v1.15 Take Any Council Page 1 of 1

Date: 11/04/2000 Campaign Performance Report by Position

Time: 14:09:13

----------------------------------------------------------------------------------------------------------------------------

--- Selected Options ---

Campaign: S00 2000 Friends of Scouting

Campaign Position:

Report Date: 11/04/2000

Position Stop Level: All

Prospects Unworked Potential

Total Unworked Pledges Payments Value Goal Pledges %

---------------------------------------------------------------------------------------------------------------------------

Council FOS Chairperson -- Take Any Council

Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0

Board Division -- Take Any Council

Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0

Executive Board -- Take Any Council

Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1

Leadership -- Take Any Council

Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2

Patron -- Take Any Council

Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0

Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0

Districts Division -- Take Any Council

Patricia Reardon 0 0 $0 $0 $0 $0 $0 0.0

District ONE -- District One

Charles McGinnis 0 0 $0 $0 $0 $0 $0 0.0

Community FOS -- District One

John Hoyt 2 2 $0 $0 $7 $23,000 $7 0.0

Worker -- District One

Susan Rebholz 92 92 $0 $0 $2,009 $0 $2,009 0.0

Worker -- District One

Andy DePoy 16 16 $0 $0 $386 $0 $386 0.0

Community FOS Total 110 110 $0 $0 $2,402 $23,000 $2,402 10.4

Family FOS -- District One

Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17,259 57.5

Unit Chairman -- District One

Pack 0174 - Shelley Shankl 74 66 $285 $135 $0 $0 $285 0.0

Unit Chairman -- District One

Troop 0241 - William Bayes 56 55 $160 $40 $0 $0 $160 0.0

Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17,704 59.0

District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20,106 0.0

Districts TWO -- District Two

James Bennett 0 0 $0 $0 $0 $0 $0 0.0

Community FOS -- District Two

Richard Claterbaugh 24 24 $0 $0 $0 $16,000 $0 0.0

Worker -- District Two

Donna Baldwin 115 105 $2,160 $855 $863 $0 $3,023 0.0

Worker -- District Two

Mark Curtis 179 173 $1,550 $688 $4,217 $0 $5,767 0.0

Community FOS Total 318 302 $3,710 $1,543 $5,079 $16,000 $8,789 54.9

Family FOS -- District Two

Judy Goodbar 833 750 $4,343 $1,945 $2,336 $6,000 $6,679 111.3

Unit Chairman --

slide21

Report: 0351 v1.15 Take Any Council Page 1 of 2

Date: 11/04/2000 Campaign Performance Report by Position

Time: 13:05:05

-----------------------------------------------------------------------------------------------------------------------------

--- Selected Options ---

Campaign: S00 2000 Friends of Scouting

Campaign Position:

Report Date: 11/04/2000

Position Stop Level: All

Prospects Unworked Potential

Total Unworked Pledges Payments Value Goal Pledges %

---------------------------------------------------------------------------------------------------------------------------

Council FOS Chairperson -- Take Any Council

Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0

Board Division -- Take Any Council

Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0

Executive Board -- Take Any Council

Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1

Leadership -- Take Any Council

Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2

Patron -- Take Any Council

Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0

Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0

Districts Division -- Take Any Council

Patricia Reardon 0 0 $0 $0 $0 $0 $0 0.0

District ONE -- District One

Charles McGinnis 0 0 $0 $0 $0 $0 $0 0.0

Community FOS -- District One

John Hoyt 110 110 $0 $0 $2,402 $23,000 $2,402 10.4

Family FOS -- District One

Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17,259 57.5

Unit Chairman -- District One

Pack 0174 - Shelley Shankl 74 66 $285 $135 $0 $0 $285 0.0

Unit Chairman -- District One

Troop 0241 - William Bayes 56 55 $160 $40 $0 $0 $160 0.0

Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17,704 59.0

District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20,106 0.0

Districts TWO -- District Two

James Bennett 0 0 $0 $0 $0 $0 $0 0.0

Community FOS -- District Two

Richard Claterbaugh 318 302 $3,710 $1,543 $5,079 $16,000 $8,789 54.9

Family FOS -- District Two

Judy Goodbar 833 750 $4,343 $1,945 $2,336 $6,000 $6,679 111.3

Unit Chairman -- District Two

Pack 0180 - Shirley Ziegle 48 25 $1,300 $647 $0 $0 $1,300 0.0

Unit Chairman -- District Two

Troop 0096 - Elizabeth Tra 15 15 $0 $0 $0 $0 $0 0.0

Family FOS Total 896 790 $5,643 $2,592 $2,336 $6,000 $7,979 133.0

Districts TWO Total 1,214 1,092 $9,353 $4,135 $7,416 $0 $16,769 0.0

TRASH -- Take Any Council

<Unassigned> 0 0 $0 $0 $0 $0 $0 0.0

Districts Division Total 4,407 3,996 $27,057 $11,262 $9,818 $0 $36,875 0.0

Council FOS Chairperson Total 4,619 4,138 $73,362 $28,340 $16,812 $0 $90,174 0.

slide23

Report: 0352 v1.16 Take Any Council Page 1 of 1

Date: 11/04/2000 Campaign Progress Report by Position

Time: 14:25:42

----------------------------------------------------------------------------------------------------------------------------

-- Selected Options --

Campaign: S00 2000 Friends of Scouting

Campaign Position:

Report Date: 11/04/2000

History Date: 11/04/1999

Position Stop Level: 4

------------- Pledges ---------- % Of Prospects

Position / Name Goals Current Last Year Payments Goal Total Worked

----------------------------------------------------------------------------------------------------------------------------

Council FOS Chairperson -- Take Any Council

Charles Stamm 0 0 0 0 0.0 0 0

Board Division -- Take Any Council

Keith Gearheart 0 0 0 0 0.0 0 0

Executive Board -- Take Any Council

Charles Stamm 30,000 30,435 28,817 13,225 101.5 67 54

Leadership -- Take Any Council

Bobby Lockridge 6,000 3,220 9,768 870 53.7 33 5

Patron -- Take Any Council

Bobby Lockridge 27,500 12,650 13,475 2,983 46.0 112 11

Board Division Total 0 46,305 52,061 17,078 0.0 212 70

Districts Division -- Take Any Council

Patricia Reardon 0 0 0 0 0.0 0 0

District ONE -- District One

Charles McGinnis 0 0 0 0 0.0 0 0

Community FOS -- District One

John Hoyt 23,000 0 1,254 0 0.0 110 0

Family FOS -- District One

Susan Hietanen 30,000 17,704 18,611 7,127 59.0 3,083 289

District ONE Total 0 17,704 19,865 7,127 0.0 3,193 289

Districts TWO -- District Two

James Bennett 0 0 0 0 0.0 0 0

Community FOS -- District Two

Richard Claterbaugh 16,000 3,710 9,811 1,543 23.2 318 16

Family FOS -- District Two

Judy Goodbar 6,000 5,643 8,812 2,592 94.1 896 106

Districts TWO Total 0 9,353 18,623 4,135 0.0 1,214 122

TRASH -- Take Any Council

<Unassigned> 0 0 0 0 0.0 0 0

Districts Division Total 0 27,057 38,488 11,262 0.0 4,407 411

Council FOS Chairperson Total 0 73,362 90,549 28,340 0.0 4,619 481

slide25

Report: 0352 v1.16 Take Any Council Page 1 of 1

Date: 11/04/2000 Campaign Progress Report by Position

Time: 14:25:42

----------------------------------------------------------------------------------------------------------------------------

-- Selected Options --

Campaign: S00 2000 Friends of Scouting

Campaign Position:

Report Date: 11/04/2000

History Date: 11/04/1999

Position Stop Level: 4

------------- Pledges ---------- % Of Prospects

Position / Name Goals Current Last Year Payments Goal Total Worked

----------------------------------------------------------------------------------------------------------------------------

Council FOS Chairperson -- Take Any Council

Charles Stamm 0 0 0 0 0.0 0 0

Board Division -- Take Any Council

Keith Gearheart 0 0 0 0 0.0 0 0

Executive Board -- Take Any Council

Charles Stamm 30,000 30,435 28,817 13,225 101.5 67 54

Leadership -- Take Any Council

Bobby Lockridge 6,000 3,220 9,768 870 53.7 33 5

Patron -- Take Any Council

Bobby Lockridge 27,500 12,650 13,475 2,983 46.0 112 11

Board Division Total 0 46,305 52,061 17,078 0.0 212 70

Volunteer - Accomplishments.

Report: 0351 v1.15 Take Any Council Page 1 of 1

Date: 11/04/2000 Campaign Performance Report by Position

Time: 14:09:13

----------------------------------------------------------------------------------------------------------------------------

--- Selected Options ---

Campaign: S00 2000 Friends of Scouting

Campaign Position:

Report Date: 11/04/2000

Position Stop Level: All

Prospects Unworked Potential

Total Unworked Pledges Payments Value Goal Pledges %

---------------------------------------------------------------------------------------------------------------------------

Council FOS Chairperson -- Take Any Council

Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0

Board Division -- Take Any Council

Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0

Executive Board -- Take Any Council

Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1

Leadership -- Take Any Council

Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2

Patron -- Take Any Council

Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0

Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0

Professional – Work to be done.

other topics to cover
Other topics to cover

Donor research

Campaign setup

Campaign giving categories/donor groups

Campaign positions

using recognition & thank yours

other topics
Other topics

Campaign definitions - positions & user codes

using proper structure in fundraising campaigns

using proper GL accounts

Fundraising reports - what does each tell us

other topics1
Other topics

MyBSA Overview

MyBSA Campaign Management - effective use along with ScoutNet

exporting ScoutNet data to use in Microsoft Office

Blackbaud Sphere

Guidestar