Spring Events Made Easy Almost as easy as a tree  Reports are your Friends!  Right from the start  Right in the middle  Closing out  Tips & Wrap Up

Your Best Friend … for RP at least Donor Detail Report –What is this? 10 Year History Report –What is this?

So … how do you run them? –Real Time Reports (Blue hexagon on the side) –User Name & Password Figure out what you want to do? find? see?

– Real Time Reports

Pop up Screen for Reports

After you’ve logged in …

Open or Save It

RIGHT FROM THE START How?

Two Words … Giving & Categories

Giving Categories Gold, Silver, Bronze, Pro, 9-Iron, whatever – Set Levels that automatically include everything Hole Sponsorships, 4-some, 20 mulligans, lunch and $250 donation to ASHRAE RP The work is already done for you!

Advantages The work is already done FOR YOU Donors know exactly what they’re getting – No surprises – No ‘weird’ amounts Easier to market, easier to sell – Easier to ORGANIZE

Disadvantages A bit of advance planning & work – What were items ‘sold’ for last year? – How much do you want to raise? May be a bit less flexible than ‘al la carte’ May have ‘empty’ categories

Excel is your Friend Create a spreadsheet! – Money Pledged – Money Collected – Money to RP or Category – Full Address, Phone & Contact – Contributor Number Or at least space for one Auto Sum It!

RIGHT FROM THE MIDDLE How?

It’s not too late … Think about Giving Categories – Can it work with the already started ‘al la carte’? Decide on ‘internal’ Giving Categories – Talk to the Chapter and decide now on the split Use past history, current numbers and goals to decide Think about: – Range of donors, Gift-in-Kind, History & Expectations

Everyone together … What is the Chapter’s Timeline? – When will the money be collected? Sent in? Who is doing what? What is the Chapter’s commitment? – X amount to Research? – Gift-in-Kind expectations & recognition levels

Promoting RP Available Give Aways – Pens, Stickers, Sun screen, Decals, Koozies Posters – Advertise Research, Thank Donors, Celebrate successes Don’t lose sight of the reason for the event

CLOSING OUT RIGHT How?

Breaking up the Checks or cheques What do we mean? – Why go through the trouble? A single Chapter Check is OK! – Use the summary form or your own excel list Use the 10 Year History Report Check your Math!

10 Year History caveat … 10 Year History = Home Chapter

Unknown Donors Not on the 10-Yr History? No problem! – Contact Name – Phone Number – Full Address Copy of the check will usually have the last two

TIPS & WRAP UP How?

Friendly Reminders Say THANK YOU afterwards – Drop a note, send an Highlight the event – Webpage photos! – Newsletter Another chance to say THANK YOU Keep to the approved Timeline

ONE LAST REMINDER … It’s not too early

June 30th Ummmmm ….

June 29 th Everything should be IN HOUSE by June 29th Credit cards will be accepted on June 30 th FedEx/UPS may deliver on Saturday – You have to selected & pay for Saturday Delivery

Questions? Tips for the Group? What’s worked for your Chapter?