1. Road To Success 2013-14 RP Campaign Centralized Training: Sept. 6

2. 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 Todays Agenda Phase 4 Intro Returning Tips Topics E-Training Summary, Next Steps & All your Questions answered

3. Road To Success 2013-14 RP Campaign $2.3 million Next Exit Distance: 10 months

4. THE FUNDS 11

5. $2.3 Million

6. Foundation 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

7. Education Goal: $25,000 (soft goal) Certification Continuing Education Introduction to the industry Great for : Seminar sponsorships, companies/individuals who dont support research Supporting the ever-changing industry

8. Brand new for 2013-14!

9. Scholarships 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 industrys students

10. Scholarship Does not generate 5% interest ASHRAE owned scholarships only $60,000 minimum to begin new Scholarship 3 yrs to reach minimum Limited control over funds

11. General Funds 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

12. Brand new for 2013-14!

13. YEA! Y oung E ngineers in A SHRAE Members who are 35 & younger Supporting Leadership Weekend Industry Training Professional Development ASHRAE Membership RP Goal: $10,000 Great For: YEA members, individuals & companies interested in supporting next generation of ASHRAE leaders

14. Research Goal: $1,900,000 83 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

15. Dollars back in research!

16. Fund Materials PowerPoints … whats 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

17. Types of donors

18. Think about yourself … your actions … your reactions … If you wouldnt like it, dont do it to your Donors 37

19. Members vs. Companies (Number of donors)

20. Members vs. Companies (dollars raised)

21. Please dont …

22. Types of Donors LYBUNTS SYBUNTS New Donors

23. LYBUNTs Definition: Last Year But Unfortunately Not This year Year in, year out, loves ASHRAE, committed to their support … 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

24. LYBUNTs Please dont …. Assume they dont care about stuff because they always give Ignore their support, contributions, and history with the Chapter NOT ask for their renewed support Giving is always voluntary ….

25. LYBUNTs Call Speak to at Meeting Thank them for their past support! The power of Thank you! Celebrate what the Chapter did last year … because of their support Celebrate what ASHRAE did last year.. Because of their support Ask for their renewed support

26. LYBUNTs How important are they really?

27. SYBUNTS Definition: Some Years But Unfortunately Not This Has typically been a supporter but didnt give last year Key to remember : They use to give but Stopped How to Find: 10 Yr History Report Great potential for increasing results

28. SYBUNTs 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 & SOLVE IT

29. Best Guess:

30. SYBUNTs Call Speak to at 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 10 Yr history!

31. New Donors Definition: Hasnt 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 relationship with ASHRAE How to Find: Chapter meetings & events Great potential, a bit of work needed

32. New Donors The mystery Whats their relationship? Why havent they contributed financially? Whats their motivator & interest? Find the Answer & try to solve it Remain respectful Maintain the relationship

33. New Donors

34. Types of Donors

35. Impact of skipping

37. How to stay organized & earn PAOE Important Forms 27

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

39. Action Plans 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 ….

40. Volunteer Committee PAOE POINTS! Use your resources choose wisely … RP Chair RP Autocrat Get help, dont try or THINK you should do this alone Great way to build RP relationships, educate members, & increase chapter involvement

41. Donor Recognition 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. 50

42. All about the money …

43. Full Circle 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

44. 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!

45. Summary Form What you use to send in the money! Needed Info: Donors name Donors contributor number (member number)* past donors can be found on the 10Yr History! Amount being contributed

46. Summary Form What you use to send in the money! Needed Info: Donors name Donors contributor number (member number)* past donors can be found on the 10Yr History! Amount being contributed * If you cant find the contributor number, you should include address, phone number, & contact name (if its a company)

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

48. 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

49. RP Campaign & PAOE PAOE Points PAR: 1050 Min: 800 69

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

51. 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

52. Questions? More Information?