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2015 -16 RP Campaign ASHRAE Structure RP Funds E-Resources & Reports Regional Goals Best Practices & Success stories

“ASHRAE, Inc. ” Membership BOD Members RP! Pub/Ed Other Grassroots Tech RAC!

RP Committee Ex. Com RVCs Chapter Chairs

What we’ve done …

Where we’re going … $2, 600, 000

Why? $1. 5 million of unfunded Research Expanding YEA Programs Expanding Scholarship Programs Development of additional Certification courses

The Funds of the RP Campaign Not just Research! Page 19

The Funds of the RP Campaign Research YEA Education (ASHRAE Learning Institute) ASHRAE Foundation Endowed Research & other funds ASHRAE Controlled Scholarships General Fund

Support of the Funds

The backbone of ASHRAE RESEARCH

How it works … Page 28 Idea! Establishment of the Work Statement, ie Outline of the project Approved (or not) Out for bid Best (and not necessarily the cheapest) wins Approved by Tech & BOD RESULTS & APPLICATION

Resources for Research Info about Specific Topics Researchers Info about Regional Research Every Region has Research! Power. Points Fliers about Topics Newsletter Articles & Shout-outs

Regional Research

Dollars Raised vs Research

Selling to Chapter & Donors Think of ASHRAE without Research … Think of the Industry without Research … How would you do your job? Money back to the Region Their money back to their area $1 donated = $1 to Research Not staff, not overhead, not items …

Supporting the future ASHRAE YEA

Resources for YEA Info about Specific Programs Current & Upcoming Coordinate with YEA Chapter Chair Special Events Chapter Programs Fliers about YEA Goals & Accomplishments Newsletter Articles & Shout-outs

Selling to Chapter & Donors Continued health of the Chapter, the Industry Fresh ideas, new ‘blood’ Supporting a program that is specifically designed for Young Engineers Introducing non-donors to supporting ASHRAE

Supporting the ever changing Industry ASHRAE EDUCATION

Resources for Education Info about Specific Topics Current & Upcoming Power. Points Fliers about Topics Newsletter Articles & Shout-outs

Selling to Chapter & Donors Think of the Industry without continuing education. . Up to Date Programs & Courses Relevant Certifications to address Industry demands Employer needs

Supporting forever ASHRAE FOUNDATION

How Endowments works … Endowed = principal is invested forever; interest earned is spent ASHRAE Interest Rate = 5% 1 st year = RP Campaign credit for full amount 2 nd year+ = Campaign credit for 5% interest earned Can be added to every year to build principal

Resources for Foundation Dedicated staff and consultant who specialize in Endowed Gifts Info about Specific Topics Power. Points Fliers about Topics Newsletter Articles & Shout-outs

Selling to Chapter & Donors Honorariums or Memorials to thank dedicated Members Private funds to ensure forever support Investing of Chapter Funds from ‘better than normal’ Special Events No more than 50% of annual Chapter Gift Research is the largest but any fund of the Campaign may be endowed

Supporting the Industry’s Students ASHRAE SCHOLARSHIPS

Resources for Scholarships Info about Scholarships in the Region Recipients to speak at Chapter Meetings Power. Points Newsletter Articles & Shout-outs

Selling to Chapter & Donors New donors who support students & education Chapter named Scholarships Removes the work & liability from the Chapter Set 5% return on money Chapter dictated criteria Newly raised funds count toward RP Goal One Caveat: Unlike endowed funds, the 5% does not return to the Chapter’s Goal

Supporting the Industry as a whole ASHRAE GENERAL FUND

Resources for General Fund Info about Special Research Projects Sustainability Projects of the Winter & Annual Conferences Power. Points Newsletter Articles & Shout-outs

Selling to Chapter & Donors Wanting to give support where “most needed” Chapter or Regional connection to Conference-related Sustainability Projects Connection to Specialty Research Project

RP Chapter Chair Overview You got it! Now what … Page 43

RP Campaign Concepts Understanding the vocab is key! All Important Forms are found in Manual & electronically on www. ashraerp. com If it earns PAOE points, please send to RVC & RP Staff

Key Concepts PAOE ITEMS • Volunteer Committee • Donor Rec • Full Circle ORGANIZATIONAL ITEMS • Action Items • Summary Form • Ordering Items • The Spreadsheet

PAOE ITEMS Volunteer Committee Much needed help! Build excitement Take advantage of talent & connections John the Golf Guy Due: October 31 st

PAOE ITEMS Donor Recognition “Recognition” isn’t a 4 -letter word Saying “Thank you!” Not just “stuff” Celebrate! Appreciate! Think beyond the Society Program Due: October 31 st page 47 -49

PAOE ITEMS Full Circle Leadership Gift The more ‘leaders’, the more POINTS! Practice the ask, don’t just demand Due: November 15 th page 59

The Ask “Thank You so much for your support last year! Your gift helped the Northwest Chapter achieve goal last year and fund more than $14 million dollars worth of Research! We couldn’t do it without you. I hope I can count on your support of $100 again this year. Thank; what they did; make it personal

How much to Ask for … Use your Resources Donor Detail Report 10 -Yr History Report Think about up’ing past gift and adding a fund Ex: $100 to Research + $25 to the Chapter’s endowed fund Page 57

How much to Ask for … Friendly Tips: Make it easy for them! Think about ‘Donor Pauses’ Say Thank you! Don’t apologize Don’t give them their excuse to say “No”

ORGANIZATIONAL ITEMS Action Items page 51 -52 What & When Ties into the Society Solicitation Calendar Ties into PAOE Calendar

ORGANIZATIONAL ITEMS Summary Form How you send in checks Ensures that the proper donors receive the proper credit Already using an excel doc for Special Event? Not a problem! Don’t recreate the wheel …

ORGANIZATIONAL ITEMS Ordering RP promotional Items & Brochures Use as meeting pick ups Special Events bags Tie in to a Chapter Program Friendly Remember: There are 175+ Chapters …

ORGANIZATIONAL ITEMS The Spreadsheet Tracks Goal High 5 Challenge PAOE Comparison to Last Year to Date Page 54 -55

Speaking of staying organized … Action Items by Week to help break it down You can do this with one hour a week, four weeks a month!

Week One Start the month off right! Page 61

Week One Theme: All about the Thanks! Run Donor Detail Report Update Newsletter & Webpage Thank You notes from the Chapter

Week One Materials Needed Log In & Password Regular ASHRAE Password Donor Detail Report Newsletter, webpage Contact Info Posting schedule? Posting guidelines? Notecards, stationary, letterhead & envelopes Wording on www. ashraerp. com Examples on Page 67 of the Manual

Week One: Extra 15 minutes Personal contact! So little time commitment for so much pay back! Builds relationships Stewardship Wow! They noticed I gave … Immediate problem solving

Week Two Use your resources Page 71

Week Two Theme: All about the Follow Up Personal outstanding pledges Volunteer Committee’s outstanding pledges 5 personal contacts of past or potential donors

Week Two Materials Needed 10 Year History Report Volunteer Committee Use a mix of volunteers! Play to people’s strengths Donor Call Sheets Found on www. ashraerp. com Examples on Page 79 of the Manual

Week Two: Extra 15 minutes Pledges! Treat as real – Thank & Recognize But also Follow up to make sure it becomes Real Recognize in newsletter & webpage Excitement Buy-in Small bit of pressure to move from the Pledge to Gave Column

Time out for a quick explanation …

Donor Detail Page 77

All about the POV Donor Detail: Gift 10 Yr History: Donor Date Total Yearly Giving Fund Years given Chapter Home Chapter Amount Contact information When To Use • Track pledges • Quick recognition When To Use • Track past donors • Year End Recognition

Week Three Time for Paperwork Page 81

Week Three Theme: Paperwork & Points Got donations? Send them in! Use the Summary Form to ensure proper credit PAOE Points Send Forms & Announcements to RVC & Staff Chapter Calendar

Week Three Materials Needed Summary Form Found on www. ashraerp. com Page 103 of the Manual PAOE and Action Items Calendar RVC Contact information

Week Three: Extra 15 minutes Chapter Meetings 5 -10 minutes every meeting Donor & Volunteer Thanks! Quick tie-in to the Chapter Program with one of the RP Funds Ex: Student Night? Talk about Scholarships & Education Reminder about upcoming events Collect & Recognize Pledged support Collect on previous pledges The Famous RP Phone penalty!

Week Four Planning, Organizing & Catching-up Page 91

Week Four Theme: Miscellaneous To Do’s Plan, organize, & work on upcoming Special Events Need pick-ups for event or meeting? Playing phone tag? Tie in the call to an upcoming event or deadline Ex: We’d love to recognize your pledge next week at the Chapter Meeting …

Week Four Materials Needed Campaign Order Form Found on www. ashraerp. com Page 97 of the Manual Power. Points, Brochures, Chapter Calendar Volunteer Committee John the Golf Guy!

Week Four: Extra 15 minutes Non-RP Chapter Events Co-sponsorship with some funds going to RP for extra sponsor recognition Supporting one of the smaller, lesser known funds Engage new, potential donors Strengthen the relationship between all Members of the Chapter and all of ASHRAE’s programs

RP & PAOE The Piggly-Wiggly Page 12

RP & PAOE “We raise money, not points because you can’t spent points at the Piggly Wiggly!”

RP & PAOE • Entered by Staff • Tracked on The Spreadsheet through your reporting • Vast majority of points are tied into Dollars Raised and Fundraising Deadlines • Minimum: 800 • PAR: 1050 • Non-Financial Points: 290!

RP & PAOE Deadlines Fundraising Deadlines: Scholarship Goal 30% of Goal 100% of Goal BONUS Year End Deadline Oct. 31 st Dec. 31 st June 15 th June 30 th

RP & PAOE Deadlines Other Points Special Events Endowments Volunteer Committee Donor Recognition Full Circle Oct. 31 st Nov. 15 th

The BIG Deadline June th 30 All contributions must be IN HOUSE by 5 pm eastern time, June 30 th.

One Final Note …

One Final Note …

Questions? More Info?