The Funds of RP – Section 2

What is an Annual Fund?

Types of Donors – Section 4

Important Forms and Deadlines – Section 3

ASHRAE RP

Don’t reinvent the wheel!

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Page 1

ASHRAE RP

Section 4

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

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…

• 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?

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

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

• 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

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

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

Honor Roll =$100+ Individuals $150+ Organizations/

Companies

Highest Number of Donors$100-$149

Page 54 – Donor Recognition Chart

Pages 41 & 47

ASHRAE RP

Section 2

• 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

• 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

• 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

• 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

• 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

Fund MaterialsThese various materials, provided by Headquarters, are a great way to begin a conversation about RP.

ASHRAE RP

Section 3

Presidential Award of Excellence

•Supporting ASHRAE Initiatives through Activities

•Recognition/Reward

Page 75

• 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

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 1st

Page 35

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 15th

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 15th

Page 37

DeadlinesAn 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.

What you use to send in money!

Needed info:Donor’s NameDonor’s Contributor/Member Number

10 Year History!

If no number: full address, phone number, and contact name

Amount Being Contributed

Page 39

RP Special Events = PAOE POINTS!

Be very clear about:Who gets whatWho is whoWho gets creditWhat gets credit

One check is fine, but…

Be very clear about:Who gets whatWho is whoWho gets creditWhat 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

The Funds of RP

What is an Annual Fund?

Types of Donors

Important Forms and Deadlines