2. The Funds of RP – Section 2 What is an Annual Fund? Types of Donors – Section 4 Important Forms and Deadlines – Section 3

3. ASHRAE RP

4. Don’t reinvent the wheel! ……………….. Page 1

5. ASHRAE RP Section 4

6. 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” Page 42

7. 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…

8. 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

9. How important are they really?

10. 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” Page 43

11. 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 Page 43

12. 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 Page 43

13. 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” Page 45

14. 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 Page 45

15. Honor Roll = $100+ Individuals $150+ Organizations/ Companies Highest Number of Donors $100-$149 Page 54 – Donor Recognition Chart Pages 41 & 47

16. ASHRAE RP Section 2

17. 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 19

18. 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 13-17

19. Planned Gifts Estate planning ALI support for program development & price reduction for attendees ASHRAE owned Scholarships Endowed Research and other RP Campaign gifts “Supporting research forever” Pages 25-29

20. 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 research forever” Pages 25-29

21. 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 21-23

22. 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.

23. ASHRAE RP Section 3

24. Presidential Award of Excellence Supporting ASHRAE Initiatives through Activities Recognition/Reward Page 75

25. 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 33

26. 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: November 1 st Page 35

27. 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: November 15 th

28. 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 37

29. This Weekend ACTION ITEMS November 1st VOLUNTEER COMMITTEE November 15th 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 75 of your Training Manual.

30. 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 39

31. RP Special Events = PAOE POINTS! Be very clear about: Who gets what Who is who Who gets credit What gets credit

32. 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! Page 39

33. The Funds of RP What is an Annual Fund? Types of Donors Important Forms and Deadlines