1. Spring Events Made Easy Almost as easy as a tree  Reports are your Friends!  Right from the start  Right in the middle  Closing out  Tips & Wrap Up

2. Your Best Friend … for RP at least Donor Detail Report –What is this? 10 Year History Report –What is this?

3. So … how do you run them? www.ashraerp.com –Real Time Reports (Blue hexagon on the side) –User Name & Password Figure out what you want to do? find? see?

4. www.ashraerp.com – Real Time Reports

5. Pop up Screen for Reports

6. After you’ve logged in …

7. Open or Save It

8. RIGHT FROM THE START How?

9. Two Words … Giving & Categories

10. Giving Categories Gold, Silver, Bronze, Pro, 9-Iron, whatever – Set Levels that automatically include everything Hole Sponsorships, 4-some, 20 mulligans, lunch and $250 donation to ASHRAE RP The work is already done for you!

11. Advantages The work is already done FOR YOU Donors know exactly what they’re getting – No surprises – No ‘weird’ amounts Easier to market, easier to sell – Easier to ORGANIZE

12. Disadvantages A bit of advance planning & work – What were items ‘sold’ for last year? – How much do you want to raise? May be a bit less flexible than ‘al la carte’ May have ‘empty’ categories

13. Excel is your Friend Create a spreadsheet! – Money Pledged – Money Collected – Money to RP or Category – Full Address, Phone & Contact – Contributor Number Or at least space for one Auto Sum It!

14. RIGHT FROM THE MIDDLE How?

15. It’s not too late … Think about Giving Categories – Can it work with the already started ‘al la carte’? Decide on ‘internal’ Giving Categories – Talk to the Chapter and decide now on the split Use past history, current numbers and goals to decide Think about: – Range of donors, Gift-in-Kind, History & Expectations

16. Everyone together … What is the Chapter’s Timeline? – When will the money be collected? Sent in? Who is doing what? What is the Chapter’s commitment? – X amount to Research? – Gift-in-Kind expectations & recognition levels

17. Promoting RP Available Give Aways – Pens, Stickers, Sun screen, Decals, Koozies Posters – Advertise Research, Thank Donors, Celebrate successes Don’t lose sight of the reason for the event

18. CLOSING OUT RIGHT How?

19. Breaking up the Checks or cheques What do we mean? – Why go through the trouble? A single Chapter Check is OK! – Use the summary form or your own excel list Use the 10 Year History Report Check your Math!

20. 10 Year History caveat … 10 Year History = Home Chapter

21. Unknown Donors Not on the 10-Yr History? No problem! – Contact Name – Phone Number – Full Address Copy of the check will usually have the last two

22. TIPS & WRAP UP How?

23. Friendly Reminders Say THANK YOU afterwards – Drop a note, send an email Highlight the event – Webpage photos! – Newsletter Another chance to say THANK YOU Keep to the approved Timeline

24. ONE LAST REMINDER … It’s not too early

26. June 30th Ummmmm ….

27. June 29 th Everything should be IN HOUSE by June 29th Credit cards will be accepted on June 30 th FedEx/UPS may deliver on Saturday – You have to selected & pay for Saturday Delivery

28. Questions? Tips for the Group? What’s worked for your Chapter?