Road To Success RP Campaign Centralized Training: August 23rd

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 Today’s Agenda Wrap-Up Intro E-Training Returning RP Chairs Specialty Topics Summary, Next Steps & All your Questions answered

Road To Success RP Campaign $2.4 million Next Exit Distance: 10 months

THE FUNDS Section 2 11

$2.3 Million

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”

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”

YEA! pg. 22 Y oung E ngineers in A SHRAE 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”

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”

Scholarships pg. 29 Goal: $25,000 Each Chapter has a small goal * Supporting Undergraduate Students ASHRAE owned Scholarships only Deadline: October 31 st PAOE POINTS! Great for : Chapter donation, individuals who support students, student branch project/involvement “Supporting the industry’s students”

Research pg. 13 Goal: $1,900, 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”

Dollars back in research!

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

Types of donors Section 4

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

Members vs. Companies (Number of donors)

Members vs. Companies (dollars raised)

Please don’t …

Types of Donors LYBUNTS SYBUNTS New Donors

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”

LYBUNTs How important are they really?

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

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

Best Guess:

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”

New Donors

Types of Donors

Impact of ‘skipping’

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

Important Forms forms In Word, Excel, &.pdf Format Tip: If the form earns PAOE points, please send it to RP Staff as well as your RVC!

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

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

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)

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

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

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

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!

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

YEA Members Giving Overall YEA Support for : 336 donors (4.3%) Average Gift: $ Overall All Member Support for ,052 donors (6.7%) Average Gift: $159.00

RP Campaign & PAOE PAOE Points PAR: 1050 Min: Section 8

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

RP PAOE Important PAOE Deadlines: Attend Training! Volunteer Committee 11/1 Order Donor Recognition Items11/15 Full Circle11/15 30% of Goal12/31 100% of Goal Bonus6/15 Campaign Ends6/30

One final note …

Questions? More Information?