Fighting For Our Profession! Thank you for your commitment to The REALTOR® Action Fund and organized real estate!

Agenda What is the REALTOR® ACTION FUND (RAF)? Captain’s Mission/Objectives Where Should We Start? –Communicate with Your Association –Staff Education and Incentives –Reach Out/Talking Points –RAF Payment Plan –Investor Recognition Timeline Legal Disclosures Resources Questions

What is the REALTOR® Action Fund (RAF)? The RAF is the money raised to advance the goals of our REALTOR ® political action committees (PACs) at the local, state and federal levels of government. Put simply: RAF make’s sure good laws (what C.A.R. wants) get passed and bad laws (What C.A.R. doesn’t want) get defeated! Every REALTOR® is asked to make this voluntary investment when paying their yearly membership dues. For more information refer to RAF Guide

PAC Allocation Flow Chart

RAF Statistics Year Total Membership Number of Contributors Per Member/ Per Contributor Total Contribution %of Members Contributing to RAF ,74532,948$18 / $57 $1,872,15832% ,15334,193$16 / $56 $1,929,08229% ,97743,709$19 / $58 $2,553,83032% ,24556,689$24 / $67 $3,808,11535% ,93262,667$23 / $71 $4,474,45632% ,24561,151$25 / $89 $5,466,04629% ,99956,826$22 / $82 $4,649,21027% ,83539,690$18 / $83 $3,301,79622% ,63733,925$15 / $80$2,718,49520%

Fundraising Captain’s Mission & Objectives Lead by Example: Invest $197! Provide leadership, education, organization and urgency to your association’s fundraising efforts Encourage participation at levels of $25 and above outside of regular dues billing.

Educate and Work Together With Your Local Staff Your local staff interacts directly with your members. What happens to your industry effects them too. Be sure your local staff understands the threats and issues facing the industry. Ask them for help posting information in newsletters and on your website. C.A.R. has created an RAF Staff Awareness training program to assist you. (Lynn Movroydis is available host a RAF/Staff training for your association)

C.A.R. Staff Recognition Program Local staff can receive gift cards for encouraging members to invest: –$10 card for every 20 new members or 1 st time participants who invest $49. –$20 card for every 20 new members or 1 st time participants who invest $197. –$10 card for every 40 members who renew by investing $49. –$30 card for every 40 members who upgrade by investing $197 from $49. Can only be earned by direct member contact! Gift cards: Best Buy, Barnes and Noble, Starbucks. For more information refer to RAF Guide

REACH OUT ! Reach out to your fellow REALTORS®, wherever they congregate. –New Member Orientations –Caravan and Local Association Meetings –Office Meetings (Use pyramid approach: Reach out to larger offices working your way to smaller ones) When speaking about RAF, briefly state why REALTORS® and their allies need to be involved politically. (use talking points) –Tell them why you are an investor. –Thank any recent or high dollar investors. –Ask them to participate in RAF. –Ask them to help you spread the word. A field representative can assist you on your outreaches. For more information refer to RAF Guide

Outreach Organizational Chart

Why Give To The REALTOR® Action Fund? Talking Points The Good : Here are the 2009 Successes : PRESERVED: Property Profiles: Title insurance companies stopped providing property profiles in a reaction to a letter issued by the California Department of Insurance. C.A.R. worked to restore access to protect your business; DEFEATED: 3% Independent Contractor Withholding: 3 times in 2009! Politicians proposed an acceleration of income tax payment in the form of 3% withholding; and DEFEATED: Point-of-Sale Bills: Multiple bills were introduced, which if passed, could have resulted in, as much as, $20,000 of costs per home to close escrow. The Bad : Just some of the 2010 Threats: (Given our State budget deficit) SERVICE TAX: Sales tax on all services including Real Estate Commission, Title, Escrow and Home Inspection Fees; INDEPENDENT CONTRACTOR WITHHOLDING: This issue will be back again; MORTGAGE INTEREST DEDUCTION: Could be eliminated and; POINT-OF-SALE: Always more to come…stayed tuned! The Ugly : RAF funds are low…We have two major upcoming elections.

Above All Ask! Make a personal investment of $197 to the RAF. This shows others that you are doing your part and makes asking others to contribute easy. Have a one line answer memorized for why you personally felt it was so important to contribute to RAF. Remember To Ask Everyone To Invest On the Spot When surveyed most people say that they don’t contribute because no one has ever asked them to. Always end a presentation with, “Can we count on your support today?” If they say not today, ask when, and always follow up.

RAF Investment Plan Investment AmountMonthly Payment $ 49$ 4.08 $197$16.41 $498$41.42 $1598 $133.10

2010 REALTOR® Action Fund Pledge Card

Investor Recognition Ideas “Thank You” List of Investors: –Association newsletter –website or Investor –Recognition Wall at local association Designated investor of the month: –parking spot, –seat at head table, –verbal acknowledgement at meetings –certificate of appreciation, Personal thank you call from local association leadership. For more information refer to RAF Guide

Timeline Decide what strategies to employ. Identify how long your individual strategies will take to implement and at what cost. Determine what dates you will need money or human resources in place to put your strategies into action. Create a plan timeline, working backwards from the date your dues billing statement is mailed. Review your plan often, revising it if needed. For more information refer to RAF Guide

Legal Fundamentals DO Use C.A.R. Contest templates; Get C.A.R. staff approval, prior to planning a supplemental fundraising activity; Explain why their investment will make a difference and THANK your participants. DO NOT Discuss pending legislation when conducting fundraising activities; Discuss a legislator’s voting record at a fundraising event; NEVER Accept cash payments! Host Casino Nights. They are a prohibited RAF fundraising activity and Use the word “raffle” in any fundraising efforts or materials. For more information refer to RAF Guide

Resources Government Affairs Field Representatives Laiza Garcia - Northern Coast Matt Garth - Greater L.A Rian Barrett - Central Valley Julia Parenteau – OC, SD, and the Desert Lynn Movroydis – Political Affairs, Fundraising Field Representative Lisa Edwards – CREPAC Staff Coordinator David Howard – Political Affairs Director

RECAP Help Increase RAF Participation In 2010 Lead by Example Be sure staff and colleagues are educated Always get C.A.R. staff approval, prior to planning a supplemental fundraising Activity Always refer to your RAF Guide NEVER ACCEPT CASH PAYMENTS!