Road To Success

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Road To Success

• 2013-14 RP Campaign Centralized Training Sept. 6

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Todays Agenda

• 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

E-Training
Summary, Next Steps All your Questions answered
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Road To Success
2.3 million Next Exit Distance 10 months

• 2013-14 RP Campaign

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The Funds
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2.3 Million
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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

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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

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Brand new for 2013-14!
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Scholarships

• Goal 25,000
• Each Chapter has a small goal
• Supporting Undergraduate Students
• ASHRAE owned Scholarships only
• Deadline October 31st
• PAOE POINTS!
• Great for Chapter donation, individuals who
  support students, student branch
  project/involvement
• Supporting the industrys students

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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
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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

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Brand new for 2013-14!
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YEA!
Young Engineers in ASHRAE 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
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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

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Dollars back in research!
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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

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Types of donors
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Think about yourself your actions your
reactions If you wouldnt like it, dont do
it to your Donors
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Members vs. Companies(Number of donors)
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Members vs. Companies(dollars raised)
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Please dont
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Types of Donors

• LYBUNTS
• SYBUNTS
• New Donors

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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

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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 .

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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

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LYBUNTs

• How important are they really?

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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

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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

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Best Guess
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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!

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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

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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

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New Donors
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Types of Donors
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Impact of skipping
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Impact of skipping
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How to stay organized earn PAOE
Important Forms
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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!

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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 .

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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

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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.

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All about the money
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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

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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!
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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

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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)

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Summary Forms
Special Events
RP Special Events PAOE Points! Be very clear
about who gets what who is who what gets
credit
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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
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RP Campaign PAOE
PAOE Points PAR 1050 Min 800
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RP PAOE

• VERY Simple!
• Goal lots of PAOE Points!
• Staff tracks what you report
• Tracked on the monthly spreadsheet

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RP PAOE

• Important PAOE Deadlines
• Attend Training!
• Volunteer Committee 11/1
• Order Donor Recognition Items 11/15
• Full Circle 11/15
• 30 of Goal 12/31
• 100 of Goal Bonus 6/15
• Campaign Ends 6/30

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Questions? More Information?