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ALBANY, NEW YORK NOVEMBER 16-17 Fund-Raising Seminar.

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Presentation on theme: "ALBANY, NEW YORK NOVEMBER 16-17 Fund-Raising Seminar."— Presentation transcript:

1 ALBANY, NEW YORK NOVEMBER 16-17 Fund-Raising Seminar

2 Boy Scouts of America Fundraising Software Orientation

3 Person, Organization, Prospect

4 ORGANIZATION PERSON UNIT

5 ORGANIZATION PERSON UNIT

6 ORGANIZATION PERSON UNIT FOS 2009 DCD 2009 GOLF 2010 FOS 2010

7 ORGANIZATION PERSON UNIT FOS 2009 DCD 2009 GOLF 2010 FOS 2010 PLEDGE

8 PERSON REGISTRATIONS EVENT PARTICIPATION ADVANCEMENT TRAINING RECORDS GIVING HISTORY ADDRESS, PHONE NUMBER E-MAIL ADDRESS AWARDS DEMOGRAPHICS ORGANIZATION RELATIONSHIPS PERSON RELATIONSHIPS

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10 Report #: 0309 v1.15 Take Any Council Page 1 of 1 Date: 11/05/2000 Time: 15:00:27 Person Listing ------------------------------------------------------------------------------------------------------------ --- Selected Options --- Person Name: Richard H Baldwin Effective Date: 11/05/2000 --------------------------------------------------------------------------------------------------------- Name: Richard H Baldwin Primary Phone: (540) 943-7634 Common Name: Dick Additional Phones: Address: RR 2 Box 370D Work: (540)942-7300 Eagleville, VA 55214-4659 Mobile: (540)993-3656 Additional Addresses: Personal Affiliations: Father of Wesley Tyler Baldwin Can Influence David W Brown Organizational Affiliations: Member, Downtown Rotary Club Chief Financial Officer, Eagleville Medical Clinic Member, First Baptist Church of Eagleville BSA Registrations: Merit Badge Counselor, District Two District Training Committee Chmn., District Two District Finance Committee Member, District Two Unit Registrations: Committee Member, Troop 0011 Assistant Scoutmaster, Troop 0011 Honors / Awards: Scoutmaster's Key 11/05/1991 Silver Beaver 11/05/2000 VIGIL MEMBER 11/05/1996 Ranks: Eagle 11/19/1970 Training: Boy Scout Leader Basic Tng Completed (1979 Series) 11/05/2000 Campaign Contribution: Total Pledges Total Payments S00 2000 Friends of Scouting $500.00 $250.00 S01 2001 Friends of Scouting $250.00 $250.00 G00 BSA Golf 2000 $150.00 $150.00 Events: 04/01/1999 Philmont 2000 Take Any Council Participants 06/14/2000 BSA Golf 2000 Take Any Council Player Notes: Lives in Florida from Dec. to Mar. ---

11 Controlling Reports

12 Report: 0308 v1.40 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report Time: 13:07:06 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: 2000 Friends of Scouting(S00) YTD Pledges % of Total Total Campaign Giving Categories Goal Current Last Year Payments Goal Prospects Worked ---------------------------------------------------------------------------------------------------------------------------- Take Any Council Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Leadership $6,000 $15,470 $24,263 $3,853 100.0 72 14 Patron $27,500 $400 $2,050 $0 1.5 71 2 ---------------------------------------------------------------------------------- Organization Totals: $63,500 $46,305 $59,397 $17,078 72.9 212 70 \District One Community $16,000 $3,710 $13,586 $1,543 23.2 244 16 Family $6,000 $5,643 $9,997 $2,592 94.1 896 106 ---------------------------------------------------------------------------------- Organization Totals: $22,000 $9,353 $23,583 $4,135 42.5 1,214 122 \District Two Community $1,500 $2,765 $6,110 $1,482 20.5 148 17 Family $15,000 $11,188 $23,267 $3,696 74.6 1,986 175 ---------------------------------------------------------------------------------- Organization Totals: $30,000 $13,953 $30,286 $5,178 46.5 2,353 192 ---------------------------------------------------------------------------------- Campaign Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891 SUMMARY SECTION Community $42,000 $3,916 $17,311 $1,749 9.3 747 18 Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Family $62,500 $44,950 $96,250 $17,680 71.9 8,244 735 Leadership $6,000 $0 $1,125 $0 0.0 5 0 Patron $27,500 $400 $2,050 $0 1.5 71 2 ------------------------------------------------------------------------------ Summary Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891

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14 Report: 0308 v1.40 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report Time: 13:07:06 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: 2000 Friends of Scouting(S00) YTD Pledges % of Total Total Campaign Giving Categories Goal Current Last Year Payments Goal Prospects Worked ---------------------------------------------------------------------------------------------------------------------------- Take Any Council Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Leadership $6,000 $15,470 $24,263 $3,853 100.0 72 14 Patron $27,500 $400 $2,050 $0 1.5 71 2 ---------------------------------------------------------------------------------- Organization Totals: $63,500 $46,305 $59,397 $17,078 72.9 212 70 \District One Community $16,000 $3,710 $13,586 $1,543 23.2 244 16 Family $6,000 $5,643 $9,997 $2,592 94.1 896 106 ---------------------------------------------------------------------------------- Organization Totals: $22,000 $9,353 $23,583 $4,135 42.5 1,214 122 \District Two Community $1,500 $2,765 $6,110 $1,482 20.5 148 17 Family $15,000 $11,188 $23,267 $3,696 74.6 1,986 175 ---------------------------------------------------------------------------------- Organization Totals: $30,000 $13,953 $30,286 $5,178 46.5 2,353 192 ---------------------------------------------------------------------------------- Campaign Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891 SUMMARY SECTION Community $42,000 $3,916 $17,311 $1,749 9.3 747 18 Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Family $62,500 $44,950 $96,250 $17,680 71.9 8,244 735 Leadership $6,000 $0 $1,125 $0 0.0 5 0 Patron $27,500 $400 $2,050 $0 1.5 71 2 --------------------------------------------------------------------------------- Summary Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891 ---------------------------------------------------------------------------------------------------------------------------- --- End of Report ---

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16 Report: 0304 v1.24 Page 1 of 1 Date: 11/04/2000 Take Any Council Time: 12:34:12 Campaign Organization Structure ---------------------------------------------------------------------------------------------------------------------------- ---- Selected Options ---- BSA Structure: Take Any Council Campaign: S00 - 2000 Friends of Scouting Include BSA Structure? Yes Begin Position: Council FOS Chairperson Include Giving Category? Yes Include Persons? Yes End Position: ** POSITIONS SUBORDINATE TO THE BEGINNING Include Worker Locator Number? Yes POSITION --------------------------------------------------------------------------------------------------------------------------- (Level 1)---Council FOS Chairperson,Take Any Council, Council Division, Charles Stamm,100183201 |(Level 2)---Board Division,Take Any Council, Council Division, Keith Gearheart,100183234 | |(Level 3)---Executive Board,Take Any Council, Council Division, Charles Stamm,100183276 | | |(Level 4)---Worker,Take Any Council, Council Division, Richard Mansfield,100183277 | |(Level 3)---Leadership,Take Any Council, Council Division, Bobby Lockridge,100183286 | | |(Level 4)---Worker,Take Any Council, Council Division, Brady Ballard,100183274 | |(Level 3)---Patron,Take Any Council, Council Division, Bobby Lockridge,100183237 | |(Level 4)---Worker,Take Any Council, Council Division, Tim Hess,100183275 |(Level 2)---District Division,Take Any Council, Council Division, Patricia Reardon,100463476 |(Level 3)---District FOS,District ONE,Community,Charles McGinnis,100183294 | |(Level 4)---Community FOS,District ONE, Community, John Hoyt,100183295 | | |(Level 5)---Worker,District ONE, Community, Andy DePoy,100463497 | | |(Level 5)---Worker,District ONE, Community, Susan Rebholz,100463496 | |(Level 4)---Family FOS,District ONE, Family, Susan Hietanen,100183223 | |(Level 5)---Unit ChairmanPack 0174,District ONE, Family, Shelley Shankle,100362039 | |(Level 5)---Unit ChairmanTroop 0241,District ONE, Family, William Bayes,100340673 |(Level 3)---District FOS,District TWO, Community, James Bennett,100183224 |(Level 4)---Community FOS,District TWO, Community, Richard Claterbaugh,100183226 | |(Level 5)---Worker,District TWO, Community, Mark Curtis,100184456 | |(Level 5)---Worker,District TWO, Community, Donna Baldwin,100183233 |(Level 4)---Family FOS,District TWO, Family, Judy Goodbar,100183225 |(Level 5)---Unit ChairmanPack 0180,District TWO, Family, Shirley Ziegler,100340677 |(Level 5)---Unit ChairmanTroop 0096,District TWO, Family, Elizabeth Trail,100184466

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19 Report: 0351 v1.15 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Performance Report by Position Time: 14:09:13 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 Position Stop Level: All Prospects Unworked Potential Total Unworked Pledges Payments Value Goal Pledges % --------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0 Board Division -- Take Any Council Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0 Executive Board -- Take Any Council Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1 Leadership -- Take Any Council Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2 Patron -- Take Any Council Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0 Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0 Districts Division -- Take Any Council Patricia Reardon 0 0 $0 $0 $0 $0 $0 0.0 District ONE -- District One Charles McGinnis 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District One John Hoyt 2 2 $0 $0 $7 $23,000 $7 0.0 Worker -- District One Susan Rebholz 92 92 $0 $0 $2,009 $0 $2,009 0.0 Worker -- District One Andy DePoy 16 16 $0 $0 $386 $0 $386 0.0 Community FOS Total 110 110 $0 $0 $2,402 $23,000 $2,402 10.4 Family FOS -- District One Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17,259 57.5 Unit Chairman -- District One Pack 0174 - Shelley Shankl 74 66 $285 $135 $0 $0 $285 0.0 Unit Chairman -- District One Troop 0241 - William Bayes 56 55 $160 $40 $0 $0 $160 0.0 Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17,704 59.0 District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20,106 0.0 Districts TWO -- District Two James Bennett 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District Two Richard Claterbaugh 24 24 $0 $0 $0 $16,000 $0 0.0 Worker -- District Two Donna Baldwin 115 105 $2,160 $855 $863 $0 $3,023 0.0 Worker -- District Two Mark Curtis 179 173 $1,550 $688 $4,217 $0 $5,767 0.0 Community FOS Total 318 302 $3,710 $1,543 $5,079 $16,000 $8,789 54.9 Family FOS -- District Two Judy Goodbar 833 750 $4,343 $1,945 $2,336 $6,000 $6,679 111.3 Unit Chairman --

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21 Report: 0351 v1.15 Take Any Council Page 1 of 2 Date: 11/04/2000 Campaign Performance Report by Position Time: 13:05:05 ----------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 Position Stop Level: All Prospects Unworked Potential Total Unworked Pledges Payments Value Goal Pledges % --------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0 Board Division -- Take Any Council Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0 Executive Board -- Take Any Council Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1 Leadership -- Take Any Council Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2 Patron -- Take Any Council Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0 Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0 Districts Division -- Take Any Council Patricia Reardon 0 0 $0 $0 $0 $0 $0 0.0 District ONE -- District One Charles McGinnis 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District One John Hoyt 110 110 $0 $0 $2,402 $23,000 $2,402 10.4 Family FOS -- District One Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17,259 57.5 Unit Chairman -- District One Pack 0174 - Shelley Shankl 74 66 $285 $135 $0 $0 $285 0.0 Unit Chairman -- District One Troop 0241 - William Bayes 56 55 $160 $40 $0 $0 $160 0.0 Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17,704 59.0 District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20,106 0.0 Districts TWO -- District Two James Bennett 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District Two Richard Claterbaugh 318 302 $3,710 $1,543 $5,079 $16,000 $8,789 54.9 Family FOS -- District Two Judy Goodbar 833 750 $4,343 $1,945 $2,336 $6,000 $6,679 111.3 Unit Chairman -- District Two Pack 0180 - Shirley Ziegle 48 25 $1,300 $647 $0 $0 $1,300 0.0 Unit Chairman -- District Two Troop 0096 - Elizabeth Tra 15 15 $0 $0 $0 $0 $0 0.0 Family FOS Total 896 790 $5,643 $2,592 $2,336 $6,000 $7,979 133.0 Districts TWO Total 1,214 1,092 $9,353 $4,135 $7,416 $0 $16,769 0.0 TRASH -- Take Any Council 0 0 $0 $0 $0 $0 $0 0.0 Districts Division Total 4,407 3,996 $27,057 $11,262 $9,818 $0 $36,875 0.0 Council FOS Chairperson Total 4,619 4,138 $73,362 $28,340 $16,812 $0 $90,174 0.

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23 Report: 0352 v1.16 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report by Position Time: 14:25:42 ---------------------------------------------------------------------------------------------------------------------------- -- Selected Options -- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 History Date: 11/04/1999 Position Stop Level: 4 ------------- Pledges ---------- % Of Prospects Position / Name Goals Current Last Year Payments Goal Total Worked ---------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 0 0 0.0 0 0 Board Division -- Take Any Council Keith Gearheart 0 0 0 0 0.0 0 0 Executive Board -- Take Any Council Charles Stamm 30,000 30,435 28,817 13,225 101.5 67 54 Leadership -- Take Any Council Bobby Lockridge 6,000 3,220 9,768 870 53.7 33 5 Patron -- Take Any Council Bobby Lockridge 27,500 12,650 13,475 2,983 46.0 112 11 Board Division Total 0 46,305 52,061 17,078 0.0 212 70 Districts Division -- Take Any Council Patricia Reardon 0 0 0 0 0.0 0 0 District ONE -- District One Charles McGinnis 0 0 0 0 0.0 0 0 Community FOS -- District One John Hoyt 23,000 0 1,254 0 0.0 110 0 Family FOS -- District One Susan Hietanen 30,000 17,704 18,611 7,127 59.0 3,083 289 District ONE Total 0 17,704 19,865 7,127 0.0 3,193 289 Districts TWO -- District Two James Bennett 0 0 0 0 0.0 0 0 Community FOS -- District Two Richard Claterbaugh 16,000 3,710 9,811 1,543 23.2 318 16 Family FOS -- District Two Judy Goodbar 6,000 5,643 8,812 2,592 94.1 896 106 Districts TWO Total 0 9,353 18,623 4,135 0.0 1,214 122 TRASH -- Take Any Council 0 0 0 0 0.0 0 0 Districts Division Total 0 27,057 38,488 11,262 0.0 4,407 411 Council FOS Chairperson Total 0 73,362 90,549 28,340 0.0 4,619 481

24 Different Reports for Different Folks

25 Report: 0352 v1.16 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report by Position Time: 14:25:42 ---------------------------------------------------------------------------------------------------------------------------- -- Selected Options -- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 History Date: 11/04/1999 Position Stop Level: 4 ------------- Pledges ---------- % Of Prospects Position / Name Goals Current Last Year Payments Goal Total Worked ---------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 0 0 0.0 0 0 Board Division -- Take Any Council Keith Gearheart 0 0 0 0 0.0 0 0 Executive Board -- Take Any Council Charles Stamm 30,000 30,435 28,817 13,225 101.5 67 54 Leadership -- Take Any Council Bobby Lockridge 6,000 3,220 9,768 870 53.7 33 5 Patron -- Take Any Council Bobby Lockridge 27,500 12,650 13,475 2,983 46.0 112 11 Board Division Total 0 46,305 52,061 17,078 0.0 212 70 Report: 0351 v1.15 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Performance Report by Position Time: 14:09:13 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 Position Stop Level: All Prospects Unworked Potential Total Unworked Pledges Payments Value Goal Pledges % --------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0 Board Division -- Take Any Council Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0 Executive Board -- Take Any Council Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1 Leadership -- Take Any Council Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2 Patron -- Take Any Council Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0 Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0 Professional – Work to be done. Volunteer - Accomplishments.

26 Other Tools

27 Management Statistics

28 Position Titles

29 Prospect & Worker Reassignment

30 Move files to a PC (Excel)

31 VISIO

32 Thank You and Recognitions

33

34 Other topics to cover Donor research Campaign setup Campaign giving categories/donor groups Campaign positions using recognition & thank yours

35 Other topics Campaign definitions - positions & user codes using proper structure in fundraising campaigns using proper GL accounts Fundraising reports - what does each tell us

36 Other topics MyBSA Overview MyBSA Campaign Management - effective use along with ScoutNet exporting ScoutNet data to use in Microsoft Office Blackbaud Sphere Guidestar


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