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RP Chair Centralized Training Region II CRC August 28, 2010 PowerPoint Presentation
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RP Chair Centralized Training Region II CRC August 28, 2010

RP Chair Centralized Training Region II CRC August 28, 2010

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RP Chair Centralized Training Region II CRC August 28, 2010

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  1. RP Chair Centralized Training Region II CRC August 28, 2010

  2. RP Chapter Chair Training What is RP? ASHRAE Funds RP The Nuts & Bolts RP Chair Responsibilities First steps Researching Today, to Change Tomorrow

  3. RP Campaign History

  4. 2010-11 RP Campaign Goal $2,100,000

  5. Resources available after Training • www.ashraerp.org • Handbook Chapter • Electronic Training • Sept. 16th, 23rd & 30th • Excel Training • “Lunch & Learns” throughout the year • RVCs, RP ExCom & Staff

  6. What is RP?

  7. Two things in one… • “RP” is both • RESEARCH Promotion • RESOURCE Promotion

  8. Resource Promotion • Research • Eduation (ALI) • Unrestricted/General Fund • ASHRAE Foundation

  9. Education & Unrestricted Funds • Education • ALI – ASHRAE Learning Institute • Development of new Courses and Training Materials • Unrestricted • The ASHRAE General Fund • Supports all different projects and can be used by all departments • Helps supplement Dues, Ad sales and Bookstore sales

  10. ASHRAE Foundation • General • Typically supports ALI • Endowed Research Funds • Generates a 5% annual return • Great for memorials, honor gifts, chapter donations • No more then 50% of Chapter donations

  11. The Big One …

  12. Research • $1.9+million annually • Research Projects • Grant-in-Aid Projects (students) • 80+ Projects • Every Region has Research! • 13 out of the 14 Regions get a minimum of $2 “back” in research compared to what’s raised

  13. ASHRAE Research Canada • A separate Canadian corporation • Allows Canadian companies to receive tax credit for their investments • All the money raised or given by Canadians comes back to be spent in Canada

  14. For the Chapter’s Use • Regional Displays • Better yet – Chapter display • Topic Specific Displays • Projects matching your speaker’s topic? • Brochures • Handbook sample

  15. Selling to Donors: • Earmarking • $1,000 minimum • Current or Upcoming Projects Great way to get Donor buy-in • Research impacts all aspects of our lives • ASHRAE Consumer Center • Regional and/or School Support

  16. The US Dollar vs Canadian Dollar and how ASHRAE handles it

  17. Canadian Currency & RP Donations • Canadian Checks are fine and credited for the amount written • Credit Cards sent to Headquarters are automatically corrected for the intended amount • Online Charges are the issue! • Please use a currency convertor and • give the US equivalent of your Gift

  18. 2010-11 Canadian Rate • Set and approved by Board in April • Current rate is $1.14 (CAD$ x .8773) • $1cad = .87usd • $100cad = $87.73usd • $150cad = $131.59usd

  19. The Nuts & Bolts The How’s, Why’s and What’s of RP

  20. The Calendar …

  21. Who, What & Why • Chapter activities • PAOE Reminders • RVC activities • Staff activities And how it all ties in together

  22. ASHRAE Specific Terms • Members • Individual Donors • 3,268 donors • NonMembers • Company donors • Chapter donors • Golden & Platinum Circle Donors • 2,354 donors

  23. Fundraising Terms • LYBUNTS • Last Year donors who haven’t given yet this year • SYBUNTS • Previous donors who haven’t given yet this year and didn’t give last year • Non Donor • Member who hasn’t given in 5+ yrs

  24. LYBUNTS • Gave during the “last” campaign but haven’t given yet this year • “Low Hanging Fruit” • Know Research • Support ASHRAE • Involved • Majority of Donors • Easiest donation to get ….. and yet ……

  25. On June 30th, 2010 … 7pm … 2009-10 Campaign: $2,075,000 raised from 7,000 donors ($45,000 & 500+ than last year!) $388,000 1,800 LYBUNTS

  26. Why do LYBUNTS exist? • The reality of life • 50%-75% of donors renew • We do have duplicates in the system • The single biggest reason ….

  27. No one asks for their support

  28. “Thank you so much for your support last year and I hope that the Metro Chapter can count on you again this year!”

  29. Don’t worry about it • They’re not going to ask a question you can’t answer • Why should I give? • What’s in it for me? • How much do you want? • Where should I send the check? • Even if they do … • “You know, let me check on that and I’ll call you back”

  30. ASHRAE Resources for LYBUNTS • 10 Yr History Report • How much they gave in the past • Max amount in 2-3 yrs • Why they gave • Specific areas of interest • Special events? • Ad sales? • Show sponsor?

  31. SYBUNTS • Gave in previous campaigns but haven’t given yet this year • “Middle Fruit” • Know Research • Supported ASHRAE in the past • Involved or were involved • Associated with a big mystery ….

  32. Why did they stop giving?

  33. Lots of possible suspects • Stopped being involved in the Chapter • INVITE them back! • Reach out and make the personal connection • Upset • Never underestimate the power of emotions • Find out what and/or Contact your RVC or Staff • Out of the industry • Thank and let Staff know

  34. The biggest & most likely culprit … • No one asked • ASK • Thank • Re-educate about Research • Ask • Specific amount at least Honor Roll!

  35. Non-Donors • Haven’t given in at least 5 yrs • High Fruit • Lots of work but potentially big pay-offs • May not be active Chapter members • May be younger or older & feel they have less resources

  36. Non-Donor First Steps • Find the disconnect & work to solve it • Not involved with the chapter? • Not informed about ASHRAE Research? • Or would other funds interest them more? • Just never been asked? • ASK for their support • Specific amount at least Honor Roll! • Specific instructions • Follow up

  37. How to find donors • 10 yr History Report • Real Time Reporting • www.ashraerp.com • AHR Expo List • Who is at the January Show from your area? • Your Member List & Community • Local employers, companies, suppliers • Who do you do business with?

  38. Paper Chase with Meaning Summary Form Full Circle Worksheet • How you send in the $$$ • Like a deposit form at the bank • Contributor Numbers • Full address if no # • Contact name! • Phone number! • Two types – use what is easier for you • OR create your own! • Deadline: 11/15/2010 • MUST send in the form • All the Chapter Officers • Minimum of $100 • Great first meeting activity • Travel vouchers? “I’m not asking you to support something I don’t support”

  39. RP & PAOE • “You can’t spend Points at the Piggly Wiggly” • Make your Goal, do the activities that support Goal & the points will happen • Put in by Staff, tracked on the Spreadsheet • Let us know of Chapter activities!

  40. So … how much do I raise? • Goal • Not based solely on what you did last year! • High 5 • H5 • High 5 Award • Challenge

  41. All Important Goal Dates • December 30th • 30% of Goal met • June 15th • 100% of Goal met • June 30th • ULTIMATE DEADLINE – if it’s not in Headquarters, it doesn’t count

  42. Donor Recognition • “Honor Roll” level • HVAC&R Coin • ‘Years of Giving’ Coins • October Journal Listing • AHR Expo Listing • Chapter & Regional Display Listing • Beyond “Stuff” • Saying Thank You

  43. Monthly Spreadsheet & Reports • “Real Time” Donor Report • www.ashraerp.com • www.ashrae.org/rp • Same user name/password as your Members’ only access log-in • Spreadsheet emailed Monthly • Compares LYTD with YTD • Goals, High 5 & Challenge

  44. Chapter Chair Responsibilities RVC & Staff responsibilities too!

  45. RVC Responsibilities • To support, encourage & help you reach Goal • Monthly Contact • Thanking donors by 12/15 • Top 20 Regional Donors • Coordinating Solicitations by 5/15 • Top 20 Regional Donors • Advice • To support and help the Region reach Goal

  46. Your Responsibility • To Make or Exceed Goal

  47. Your Responsibilities • Make or Exceed Goal • or at least do better than the year before • Ensure that Research is an active part of your Chapter’s activities • Thank donors • Last year & current year • Solicit all types of donors • Companies & Members • Use resources wisely

  48. Staff’s Favorite Words “Don’t worry, Patricia - I know this is a major donor and I know how important this is for the Chapter. I’ve been in contact with them, have a Plan B if I don’t hear from them by such&such date. I’ll take care of it.”

  49. Staff’s Least Favorite Words

  50. Chapter Websites* The Good, the bad and the Seriously? * Names have been deleted to protect the guilty