REALTOR® PAC Management System Aristotle 360™

Agenda Local Recognition Overview System Overview Custom Reports Local Board Performance Report Office Performance Report State Awards Report Major Investor Recommendation Report Major Investor Report President’s Circle Report Individual Summary Report Member Searches

Local Recognition Overview Local Boards will be measured nationally against other boards within their size category. 1st, 2nd and 3rd prize granted in each category Mega: Boards with 7,000 or more members Large: Boards with 2,000 to 6,999 members Medium: Boards with 500 to 1,999 members Small: Boards with fewer than 500 members Composite scores for each Local Board will be based on: Participation Major Investors President’s Circle members

System Overview

Custom Reports Local Board Performance Report Office Performance Report State Awards Report Major Investor Recommendation Report Major Investor Report President’s Circle Report Individual Summary Report Reports show information only on a local level Reports show information for the entire state

Custom Reports

Custom Reports

Local Board Performance Report – Criteria Page

Local Board Performance Report – Detail

Local Board Performance Report – Detail 4290 The Detail level of this report shows all contribution types (individual & organization)

Local Board Performance Report – Individual

Local Board Performance Report – Individual Handy Hint! Use this report to determine the number of President’s Circle contributors The individual level does not organization contributions The Individual level of this report does NOT show organization contributions. This level shows an aggregate of all contributions.

Local Board Performance Report – Local

Local Board Performance Report – Local $ $15 Rule % Local level shows an aggregate of all individual contributions and an aggregate of organization contributions (displayed in 2 line items) The Local Summary level gives an aggregate of individual and organization contributions (displayed in 1 line item) Handy Hint! Use this report along with the non-giving level of the Local Board Performance Report to increase participation

Local Board Performance Report – Non-Giving This report shows you a list everyone who has not contributed in a recognition year. Information included on the list: name, NRDS ID, home/work/mobile phone numbers, office name and ID. The Non-Giving level lists name, phone, email, member type, office information and the previous recognition year’s investments.

Local Board Performance Report – Non-Giving 2013 This report shows you a list everyone who has not contributed in a recognition year. Information included on the list: name, NRDS ID, home/work/mobile phone numbers, office name and ID. Handy Hint! Sort in Excel by “Previous Year Total” or “All Time Total” to easily find investors with a history of contributing to RPAC

Office Performance Report The Office level shows the office name, number of members and participation rate. The Individual level shows each member associated with the office.

Office Performance Report Office Level $15 Rule $ % For purposes of this presentation, all columns with personal information have been removed. Included with this report is: home/mobile phone, email, and address. Handy Hint! Sort in Excel by “Active Members” to easily find the largest offices

Office Performance Report Handy Hint! If you change the level to Individual and insert the 9-digit office ID, you will see a report listing all the members in that office, contribution amount and contact information

State Awards Report Sort by: Board: for State Associations Level: Award Level Reached Name: Alphabetical Fundraising Tool

State Awards Report 2013 This report displays an aggregate of all contributions made by a member.

Major Investor Recommendation Report

Major Investor Recommendation Report Members on this list who have reached a Major Investor threshold are waiting to receive their award.

Major Investor Report You can search multiple recognition years

Major Investor Report Everyone on the Major Investor Report has received his/her award. Handy Hint! Use this list to see which of your Major Investors are also members of the President’s Circle.

President’s Circle Report

Individual Summary Report Summary level: aggregate of contributions per recognition year. Detail level: lists each contribution in a recognition year and each board credited

Individual Summary Report – Summary Level

Individual Summary Report – Detail Level Handy Hint! Use the Detail Level if your Local Board Performance and State Awards reports do not agree

Basic Searching You can search by name or NRDS ID

Individual Records Basic information comes from NRDS

Individual Records Major Donor Pin status, date sent Comments Hall of Fame President’s Circle

Individual Records NAR Import Activities Notes Groups Member type/status Association ID Activities Status of mass emails Notes FPC reports Groups Eg: Political Affairs Committee

www.realtoractioncenter.com/locals Contact Us Jennifer Hamilton, PMP Project Manager Jennifer.Hamilton@aristotle.com 888.217.9600 x248 Cell: 202-480-5216 www.realtoractioncenter.com/locals