ASHRAE RP

Don’t reinvent the wheel! ………………..

ASHRAE RP

Last Year But Unfortunately Not This Year Every year. Loves ASHRAE. Committed to supporting. Key to Remember: STILL must be asked, still SHOULD be asked for support Find LYBUNTs using the 10 Year History “The Backbone of your Campaign”

Please don’t…. Assume they “don’t care” because they always give Ignore their support, contributions, and history with the Chapter NOT ask for their renewed support Giving is always voluntary…

Call Speak to at a Meeting Thank them for their past support The power of THANK YOU! Celebrate what the Chapter accomplished last year… because of their support Celebrate what ASHRAE accomplished last year… because of their support Ask for their renewed support

How important are they really?

Some Years But Unfortunately Not This Has typically been a supporter, but didn’t give ‘last year’ Key to Remember: They used to give, but STOPPED Find SYBUNTs using the 10 Year History “Great Potential for Increasing Results”

The mystery…. Why did they stop giving? Did the Chapter do or not do something? Did the donor forget? Are they out of the industry? ???? Lots of Reasons Find the answer and SOLVE IT

Call Speak to at a Meeting Thank them for their past support The power of THANK YOU! Indicate that you were surprised/sorry not to see their name listed again in the Honor Roll, sponsor list, list of donors, etc. Apologize for missing them last year Ask for their renewed support

Hasn’t given to ASHRAE in 5+ years For some reason, has never contributed financially Key to Remember: They might ‘support’ ASHRAE in other ways or might not have any real relationships with ASHRAE Find New Donors at Chapter Meetings and Events “Great Potential, a bit of Work Needed”

The mystery…. What’s their relationship? Why haven’t they contributed financially? What’s their motivator and interest? Find the Answer and try to solve it Remain Respectful Maintain the Relationship

Honor Roll = $100+ Individuals $250+ Organizations/ Companies Highest Number of Donors $100-$149 Pages 48-49

ASHRAE RP Section 2

Goal: $25,000 (soft goal) ALI – ASHRAE Learning Institute Development of new Courses and Training Materials Certification Continuing Education Introduction into the Industry Great for: Seminar sponsorships, companies or individuals who don’t support Research “Supporting the ever-changing industry” Page 33

Goal: $1,900,000 Raise over $2,100,000+ annually Research Projects, Grants-in-Aid 134 Projects Most Regions get over $1.25 “back” per $1 raised 9 out of 14 Regions get over $4 “back” Great for: Everyone “The backbone of ASHRAE” Pages 25

Planned Gifts Estate planning ALI support for program development & price reduction for attendees ASHRAE owned Scholarships Endowed Research and other RP Campaign gifts “Supporting ASHRAE forever” Pages 35

Goal: $350,000 (soft goal) Permanently endowed funds 5% interest annually into perpetuity Counts toward your goal Endowed Scholarship funds* Supports ASHRAE Controlled Scholarships Great for: Memorials, Honorariums, Chapter gifts “Supporting ASHRAE forever”

Goal: $20,000 “Extra” Programs and Projects YEA! Young Engineers in ASHRAE (35 or younger) Supports: Leadership weekend, Industry training, Professional development RP Goal: $10,000 Great for: Individuals/Companies supporting “just ASHRAE” and YEA “Supporting the industry” Pages 31 & 41

Successful RP Campaign Power- Points Display Posters Give- aways Visuals to Show Impact Brochures and Flyers These various materials, provided by Headquarters, are a great way to begin a conversation about RP.

ASHRAE RP

Presidential Award of Excellence Supporting ASHRAE Initiatives through Activities Recognition/Reward Page 12

What? Who? When? Why? Plan the Calendar year Get your Board on board Get your donors on board Know when to celebrate Know when to worry… Page 51

PAOE POINTS! Use your resources Choose wisely RP Chair ≠ RP Autocrat Get help… don’t try or think you should do this alone Great for building RP relationships, educate members, and increase Chapter involvement Deadline: October 31 st Page 75

PAOE POINTS! More than ‘stuff’ Saying “Thanks!” Less than $500 sent from HDQs Order certificates More than $500 ordered by YOU Donor Recognition Night Deadline: October 31 st Page 47

PAOE POINTS! Honor Roll Level from Chapter Officers LEADERSHIP giving Not just raising $100 per Board Member Practice asking for these gifts Take it seriously ASK others to join Deadline: November 15 th Page 59

ASAP ACTION ITEMS October 31 st VOLUNTEER COMMITTEE October 31st DONOR RECOGNITION November 15th FULL CIRCLE An Annual Campaign is structured by Deadlines. Listed are your important Fall Deadlines. For all Deadlines, please see the PAOE sheet on page 12 of your Training Manual.

What you use to send in money! Needed info: Donor’s Name Donor’s Contributor/Member Number 10 Year History! If no number: full address, phone number, and contact name Amount Being Contributed Page 85

One check is fine, but… Be very clear about: Who gets what Who is who Who gets credit What gets credit Corrections should be avoided if at all possible. Do not send in your Chapter check without a breakdown if there should be one!