1. Managing Your RP Campaign Electronically

2.  Main ASHRAE Page  www.ashrae.org/rp www.ashrae.org/rp  Private RP Page  www.ashraerp.com www.ashraerp.com

3.  Public Information  General links  Brochures  ASHRAE informational Items  Contribute Online!  www.ashrae.org/contribute www.ashrae.org/contribute

4. Private RP Page: www.ashraerp.com www.ashraerp.com  Main Audience = RP Chairs  and anyone else interested in the Chapter  Monthly Reports  Training Materials  Chapter Support Info

5.  Real Time Reports  #1: 10 Year History  #2: Donor Detail  Log In  Email Address  Password case sensitive!!  www.ashraerp.com www.ashraerp.com

6. Two POVs, Two Purposes

7.  Even though you may think these reports are “basically the same”, there are some key differences and it comes down to the Point of View of the Reports  10 Yr History POV = Donor (donor history, total giving, contact info)  Donor Detail POV = Gift (exact date, exact fund, Chapter receiving credit)

8.  Find LYBUNTs and SYBUNTs  Letters  Calling Campaigns  Past Giving History  Date & fund of last gift

9. The 10 Yr History Report caveat: HOME CHAPTER

10.  No matter how many Chapters a donor gives to, no matter how many gifts, the 10-Yr History Report rolls all the donations into Giving Total!  The default Chapter listed is always the HOME CHAPTER Confused? Think about Trane Matching Gifts ….  Home Chapter = Lacrosse even though they give to over 90 Chapters because of their Matching Gift Program

11.  YTD Donors  Run Monthly  Credited Properly  Online Gifts  Updated Instantly

12. The Donor Detail Report caveat: Each gift is listed separately

13.  Because the POV of the Donor Detail is the Gift, each gift is listed separately.  Donor gives 3 times during the Campaign? All 3 gifts will be listed & there is no ‘Year to Date Total’  Make sure you recognized donors for the total giving!  Total Number of Donors may be different than Total Number of Gifts

14. Tips, Ideas, and Uses

15.  Runs best in Internet Explorer  Don’t “Open” the report once it’s run – Do “Save As”!  Then … open Excel and open the report you just ran  If you receive a pop-up message about format not matching, click “OK”. The report will open in Excel without a problem and is treated like any other excel document.

17.  Merge into a letter (10 Yr history)  Merge into Receipt Invoices (10 Yr History)  Check on LYBUNTS & SYBUNTS (10 Yr history)  Check status of pledges (Donor Detail)  Check which fund donors support (Donor Detail)  Confirm contributions were applied to the requested fund & donor name (Donor Detail)  The list is endless!

18. Patricia Adelmann:678/539-1114 Megan Hezlep:678/539-1112 Meredith Gunter:678/539-1147