ALBANY, NEW YORK NOVEMBER 16-17 Fund-Raising Seminar.

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Presentation transcript:

ALBANY, NEW YORK NOVEMBER Fund-Raising Seminar

Boy Scouts of America Fundraising Software Orientation

Person, Organization, Prospect

ORGANIZATION PERSON UNIT

ORGANIZATION PERSON UNIT

ORGANIZATION PERSON UNIT FOS 2009 DCD 2009 GOLF 2010 FOS 2010

ORGANIZATION PERSON UNIT FOS 2009 DCD 2009 GOLF 2010 FOS 2010 PLEDGE

PERSON REGISTRATIONS EVENT PARTICIPATION ADVANCEMENT TRAINING RECORDS GIVING HISTORY ADDRESS, PHONE NUMBER ADDRESS AWARDS DEMOGRAPHICS ORGANIZATION RELATIONSHIPS PERSON RELATIONSHIPS

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/ Name: Richard H Baldwin Primary Phone: (540) Common Name: Dick Additional Phones: Address: RR 2 Box 370D Work: (540) Eagleville, VA Mobile: (540) 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 S Friends of Scouting $ $ S Friends of Scouting $ $ G00 BSA Golf 2000 $ $ 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. ---

Controlling Reports

Report: 0308 v1.40 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report Time: 13:07: 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, Leadership $6,000 $15,470 $24,263 $3, Patron $27,500 $400 $2,050 $ Organization Totals: $63,500 $46,305 $59,397 $17, \District One Community $16,000 $3,710 $13,586 $1, Family $6,000 $5,643 $9,997 $2, Organization Totals: $22,000 $9,353 $23,583 $4, , \District Two Community $1,500 $2,765 $6,110 $1, Family $15,000 $11,188 $23,267 $3, , Organization Totals: $30,000 $13,953 $30,286 $5, , Campaign Totals: $206,500 $105,457 $209,144 $41, , SUMMARY SECTION Community $42,000 $3,916 $17,311 $1, Executive Board $30,000 $30,435 $31,983 $13, Family $62,500 $44,950 $96,250 $17, , Leadership $6,000 $0 $1,125 $ Patron $27,500 $400 $2,050 $ Summary Totals: $206,500 $105,457 $209,144 $41, ,

Report: 0308 v1.40 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report Time: 13:07: 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, Leadership $6,000 $15,470 $24,263 $3, Patron $27,500 $400 $2,050 $ Organization Totals: $63,500 $46,305 $59,397 $17, \District One Community $16,000 $3,710 $13,586 $1, Family $6,000 $5,643 $9,997 $2, Organization Totals: $22,000 $9,353 $23,583 $4, , \District Two Community $1,500 $2,765 $6,110 $1, Family $15,000 $11,188 $23,267 $3, , Organization Totals: $30,000 $13,953 $30,286 $5, , Campaign Totals: $206,500 $105,457 $209,144 $41, , SUMMARY SECTION Community $42,000 $3,916 $17,311 $1, Executive Board $30,000 $30,435 $31,983 $13, Family $62,500 $44,950 $96,250 $17, , Leadership $6,000 $0 $1,125 $ Patron $27,500 $400 $2,050 $ Summary Totals: $206,500 $105,457 $209,144 $41, , End of Report ---

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: S 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, |(Level 2)---Board Division,Take Any Council, Council Division, Keith Gearheart, | |(Level 3)---Executive Board,Take Any Council, Council Division, Charles Stamm, | | |(Level 4)---Worker,Take Any Council, Council Division, Richard Mansfield, | |(Level 3)---Leadership,Take Any Council, Council Division, Bobby Lockridge, | | |(Level 4)---Worker,Take Any Council, Council Division, Brady Ballard, | |(Level 3)---Patron,Take Any Council, Council Division, Bobby Lockridge, | |(Level 4)---Worker,Take Any Council, Council Division, Tim Hess, |(Level 2)---District Division,Take Any Council, Council Division, Patricia Reardon, |(Level 3)---District FOS,District ONE,Community,Charles McGinnis, | |(Level 4)---Community FOS,District ONE, Community, John Hoyt, | | |(Level 5)---Worker,District ONE, Community, Andy DePoy, | | |(Level 5)---Worker,District ONE, Community, Susan Rebholz, | |(Level 4)---Family FOS,District ONE, Family, Susan Hietanen, | |(Level 5)---Unit ChairmanPack 0174,District ONE, Family, Shelley Shankle, | |(Level 5)---Unit ChairmanTroop 0241,District ONE, Family, William Bayes, |(Level 3)---District FOS,District TWO, Community, James Bennett, |(Level 4)---Community FOS,District TWO, Community, Richard Claterbaugh, | |(Level 5)---Worker,District TWO, Community, Mark Curtis, | |(Level 5)---Worker,District TWO, Community, Donna Baldwin, |(Level 4)---Family FOS,District TWO, Family, Judy Goodbar, |(Level 5)---Unit ChairmanPack 0180,District TWO, Family, Shirley Ziegler, |(Level 5)---Unit ChairmanTroop 0096,District TWO, Family, Elizabeth Trail,

Report: 0351 v1.15 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Performance Report by Position Time: 14:09: Selected Options --- Campaign: S 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 $30,435 $13,225 $1,096 $30,000 $31, Leadership -- Take Any Council Bobby Lockridge $3,220 $870 $1,772 $6,000 $4, Patron -- Take Any Council Bobby Lockridge $12,650 $2,983 $4,126 $27,500 $16, Board Division Total $46,305 $17,078 $6,994 $0 $53, 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 $0 $0 $2,009 $0 $2, Worker -- District One Andy DePoy $0 $0 $386 $0 $ Community FOS Total $0 $0 $2,402 $23,000 $2, Family FOS -- District One Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17, Unit Chairman -- District One Pack Shelley Shankl $285 $135 $0 $0 $ Unit Chairman -- District One Troop William Bayes $160 $40 $0 $0 $ Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17, District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20, Districts TWO -- District Two James Bennett 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District Two Richard Claterbaugh $0 $0 $0 $16,000 $0 0.0 Worker -- District Two Donna Baldwin $2,160 $855 $863 $0 $3, Worker -- District Two Mark Curtis $1,550 $688 $4,217 $0 $5, Community FOS Total $3,710 $1,543 $5,079 $16,000 $8, Family FOS -- District Two Judy Goodbar $4,343 $1,945 $2,336 $6,000 $6, Unit Chairman --

Report: 0351 v1.15 Take Any Council Page 1 of 2 Date: 11/04/2000 Campaign Performance Report by Position Time: 13:05: Selected Options --- Campaign: S 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 $30,435 $13,225 $1,096 $30,000 $31, Leadership -- Take Any Council Bobby Lockridge $3,220 $870 $1,772 $6,000 $4, Patron -- Take Any Council Bobby Lockridge $12,650 $2,983 $4,126 $27,500 $16, Board Division Total $46,305 $17,078 $6,994 $0 $53, 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 $0 $0 $2,402 $23,000 $2, Family FOS -- District One Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17, Unit Chairman -- District One Pack Shelley Shankl $285 $135 $0 $0 $ Unit Chairman -- District One Troop William Bayes $160 $40 $0 $0 $ Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17, District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20, Districts TWO -- District Two James Bennett 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District Two Richard Claterbaugh $3,710 $1,543 $5,079 $16,000 $8, Family FOS -- District Two Judy Goodbar $4,343 $1,945 $2,336 $6,000 $6, Unit Chairman -- District Two Pack Shirley Ziegle $1,300 $647 $0 $0 $1, Unit Chairman -- District Two Troop Elizabeth Tra $0 $0 $0 $0 $0 0.0 Family FOS Total $5,643 $2,592 $2,336 $6,000 $7, Districts TWO Total 1,214 1,092 $9,353 $4,135 $7,416 $0 $16, TRASH -- Take Any Council 0 0 $0 $0 $0 $0 $0 0.0 Districts Division Total 4,407 3,996 $27,057 $11,262 $9,818 $0 $36, Council FOS Chairperson Total 4,619 4,138 $73,362 $28,340 $16,812 $0 $90,174 0.

Report: 0352 v1.16 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report by Position Time: 14:25: Selected Options -- Campaign: S Friends of Scouting Campaign Position: Report Date: 11/04/2000 History Date: 11/04/1999 Position Stop Level: Pledges % Of Prospects Position / Name Goals Current Last Year Payments Goal Total Worked Council FOS Chairperson -- Take Any Council Charles Stamm Board Division -- Take Any Council Keith Gearheart Executive Board -- Take Any Council Charles Stamm 30,000 30,435 28,817 13, Leadership -- Take Any Council Bobby Lockridge 6,000 3,220 9, Patron -- Take Any Council Bobby Lockridge 27,500 12,650 13,475 2, Board Division Total 0 46,305 52,061 17, Districts Division -- Take Any Council Patricia Reardon District ONE -- District One Charles McGinnis Community FOS -- District One John Hoyt 23, , Family FOS -- District One Susan Hietanen 30,000 17,704 18,611 7, , District ONE Total 0 17,704 19,865 7, , Districts TWO -- District Two James Bennett Community FOS -- District Two Richard Claterbaugh 16,000 3,710 9,811 1, Family FOS -- District Two Judy Goodbar 6,000 5,643 8,812 2, Districts TWO Total 0 9,353 18,623 4, , TRASH -- Take Any Council Districts Division Total 0 27,057 38,488 11, , Council FOS Chairperson Total 0 73,362 90,549 28, ,

Different Reports for Different Folks

Report: 0352 v1.16 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report by Position Time: 14:25: Selected Options -- Campaign: S Friends of Scouting Campaign Position: Report Date: 11/04/2000 History Date: 11/04/1999 Position Stop Level: Pledges % Of Prospects Position / Name Goals Current Last Year Payments Goal Total Worked Council FOS Chairperson -- Take Any Council Charles Stamm Board Division -- Take Any Council Keith Gearheart Executive Board -- Take Any Council Charles Stamm 30,000 30,435 28,817 13, Leadership -- Take Any Council Bobby Lockridge 6,000 3,220 9, Patron -- Take Any Council Bobby Lockridge 27,500 12,650 13,475 2, Board Division Total 0 46,305 52,061 17, Report: 0351 v1.15 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Performance Report by Position Time: 14:09: Selected Options --- Campaign: S 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 $30,435 $13,225 $1,096 $30,000 $31, Leadership -- Take Any Council Bobby Lockridge $3,220 $870 $1,772 $6,000 $4, Patron -- Take Any Council Bobby Lockridge $12,650 $2,983 $4,126 $27,500 $16, Board Division Total $46,305 $17,078 $6,994 $0 $53, Professional – Work to be done. Volunteer - Accomplishments.

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Thank You and Recognitions

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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 topics MyBSA Overview MyBSA Campaign Management - effective use along with ScoutNet exporting ScoutNet data to use in Microsoft Office Blackbaud Sphere Guidestar