The Basics of ASHRAE RP ASHRAE RP WHAT
The Basics of ASHRAE RP
ASHRAE RP WHAT IS AN ANNUAL FUND?
RP = Annual Fund Don’t reinvent the wheel! ………………. .
ASHRAE RP TYPES OF DONORS
LYBUNTs 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
LYBUNTs 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…
LYBUNTs • 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
LYBUNTs How important are they really?
SYBUNTs 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
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 and SOLVE IT
SYBUNTs • 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
New Donors 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
New Donors 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
Donor Levels Honor Roll = $100+ Individuals $250+ Organizations/ Companies Highest Number of Donors $100 -$149 Pages 48 -49
ASHRAE RP THE FUNDS OF RP ion Sect 2
Education (ALI) • Goal: $25, 000 (soft goal) • ALI – ASHRAE Learning Institute • Development of new Courses and Training Materials • Certification • Continuing Education • Introduction into the Industry Page 33 • Great for: Seminar sponsorships, companies or individuals who don’t support Research “Supporting the ever-changing industry”
Research • 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 25
ASHRAE Foundation • Planned Gifts • Estate planning • ALI support for program development & price reduction for attendees • ASHRAE owned Scholarships • Endowed Research and other RP Campaign gifts “Supporting ASHRAE forever” Pages 35
ASHRAE Foundation • 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 ASHRAE forever”
General/YEA • 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 31 & 41
Fund Materials Display Posters Giveaways Brochures and Flyers Successful RP Campaign Visuals to Show Impact Power. Points These various materials, provided by Headquarters, are a great way to begin a conversation about RP.
ASHRAE RP IMPORTANT FORMS AND DEADLINES
Page 12 PAOE Presidential Award of Excellence • Supporting ASHRAE Initiatives through Activities • Recognition/Reward
Action Items • 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 51
Volunteer Committee 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: October st Page 75
Donor Recognition 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: October 31 st Page 47
Full Circle 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 Page 59
• ACTION ITEMS ASAP October 31 st November 15 th • VOLUNTEER COMMITTEE Deadlines An Annual Campaign is structured by Deadlines. Listed are your important Fall Deadlines. For all Deadlines, please see the PAOE sheet on page 12 of your Training Manual. • DONOR RECOGNITION • FULL CIRCLE
Summary Form 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 85
Summary Forms & Chapter Checks 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!
Who has the first question?
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