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Clallam County, WAReal Estate Excise Tax

Clallam County, WA

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Growing Success

REALTORS® raise $2.4 Million!

$765,000

$765,000

Staying Connected with On Common Ground

Marketing Baltimore County’s Older Communities

Live Baltimore Marketing Center www.LiveBaltimore.com

Baltimore County Living www.BaltimoreCountyMd.gov

Making the Argument with Robinson & Cole

$1,321,000

$2,086,000

Our Challenge

How to meet the growing and changing housing needs of our growing and changing workforce The “Housing Boom” has created barriers to homeownership for our workforce who provide the essential goods and services we all needOur teachers, healthcare workers, firefighters, law enforcement, support and administrative personnel, all need and deserve the ability to purchase decent, affordable housing.

Our Opportunity

To help our local workforce overcome barriers to home ownership and expand housing access to many who may believe owning a home is financially out of reachProvide a cost effective benefit solution for recruiting and retaining the workforce while achieving important business goalsThe Home Ownership Made Easy Program (HOME) is uniquely designed to help local employers meet the housing challenges facing our workforce families

Our Partnership

The Northeast Florida Association of REALTORS® is partnering with the City of Jacksonville and the Jacksonville Regional Chamber of Commerce to increase homeownership opportunities for workforce families throughout Northeast Florida

A partnership effort with the Northeast Florida Association of REALTORS®, the National Association of REALTORS®, select lender partners, nonprofit organizations, and employers The HOME Program helps employers develop an Employer- Assisted Housing (EAH) benefits plan that can help achieve business goals and help employees with their housing needs

What is the HOME Campaign & EAH?

$202,720

$2,288,720

What Is NAR’s Legal Action Program?

• Provides Financial Assistance to Support Litigation Involving:– Issues Significant to REALTOR® Associations– Real Estate Transactions– Ownership and Use of Real Estate– Private Property Rights

Legal Action Committee• Requests Reviewed by NAR’s Legal Action

Committee• Committee Makes Recommendations to the

NAR Board of Directors

Northern Kentucky’s Issue• Sued By Member for Non-Member Access to

Our MLS• Won on Summary Judgment in District Court• Appealed to the Supreme Court• Decision of Lower Court Was Upheld by

Supreme Court• Ruling Set Precedent for Future Cases

How It Benefited Our Association

• Provided Support in Three Important Areas1. Financial2. Legal Advice3. NAR Staff Support

• NAR’s Involvement – Priceless!• Could Not Have Won This Case Without

NAR or NAR’s Staff Support

What To Do If You Need This Service

• Contact NAR As Soon As You “Think” You Might Be Sued

• Ensure Your Governing Documents Are Up To Date Annually

• Notify E&O Insurance Carrier

• Obtain Guidelines for Submission of Your Request

• If Assistance Granted – Work Closely with NAR

$475,000

$2,763,720

The Problem

• Insufficient dues based revenue:– How do we differentiate ourselves?– How can we properly represent ourselves

at the state & national level?

The Path

• Networking pays off ... – Grant program created for the

enhancement of commercial professional development and revenue opportunities

– Offers subsidized, top-notch professional commercial training

The Promise: RCA Signature Series

• Excellent opportunity for non-dues revenue• Increase membership and sponsorship base• Build a foundation for future commercial

events, marketing partners, education sessions, etc.

• Promote the value of the RCA and NAR• Unify state and local boards • Create a network of commercial members

The Payoff

• Sold out attendance - 200+ registrations• Net profit - $10,000+• Collaboration of REALTOR® &

Non-REALTOR® groups• Created Commercial Marketing Partners• Established a trademark brand:

“Tools For Success™”• Developing a “Tools For Success™”

Marketing Manual

The Potential

• Expansion of the “Tools for Success™” brand including the “Tool Box Series™”

• Growth of Commercial Marketing Partners and joint efforts under the “Tools for Success™” brand

• Stronger Commercial and Investment leadership development and representation at the state and national level

$75,000

$2,838,720

The Independent Expenditures (IEs) Exchange Program

• Goal is to conduct more Independent Expenditures (IEs) to be a major player in federal elections by developing and protecting REALTOR® Champions

• The Federal Election Commission (FEC) approved the idea of NAR swapping dues dollars for state’s RPAC dollars.

• A few states are participating due to their size and state election law allowing the use of soft dollars for most political activities. They are: CA, FL, IL, LA, NV, VA & WA

RPAC Fundraising Partnership and Marketing Program

The RPAC Partnership Program was created to provide state and local associations the resources needed to reach their ever increasing fundraising goals.

Over $650,000 annual program budget in 2007!!!

State laws prevent a few states from participating:www.realtoractioncenter.com/rpacpartnership

Level 2 Overview

• Service: Up to $10,000 grant for state associations and $5,000 grant for local associations. Also includes ads in REALTOR® publications and email solicitation to members.

• Goal: Increase participation by 5% and contributions by 10%

• Requirement: Transfer 30% of all RPAC funds raised in the calendar year

• Status: Over 31 associations (26 locals and 5 states) already participating at this level

Level 3 Overview

• Service: Customized RPAC promotional brochures tailored to contain federal, state and local issues to educate and solicit members

• Goal: Increase participation and contributions

• Requirement: None – absolutely free with no strings attached!

• Status: Over 50 associations (41 locals and 9 states) already participating at this level, with over 180,000 pieces already produced.

Front Back

RPAC Receipts & Goals “$7 in ’07”

“$10 in ’08”

$0

$2,000,000

$4,000,000

$6,000,000

$8,000,000

$10,000,000

$12,000,000

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2008

$650,000$3,488,720

Convio: An Introduction

NAR offers local and state associations a valuable tool to communicate with and motivate members to action.

NAR offers local and state associations a valuable tool to communicate with and motivate members to action.

CONVIO SOFTWARECONVIO SOFTWARE

Convio: What it can do for you

• Used for: Advocacy purposes, Informational, Educational, e-newsletters, etc.

• Unlimited email to each member with an email address (message is personalized)

Grassroots Communication


• Just like NAR’s CFAs• Member’s Letters easily sent to

State and Local lawmakers• 2 clicks of the computer mouse

and a prewritten letter with REALTOR® Message is sent to lawmakers instantly sent

Personalized Advocacy Letters


• Easily designed to replicate your association’s homepage (can look like your local web site)

• Synched with NRDS• 41 States & Over 200 local boards

now use the Convio software

Your Convio Web Page

NAR-Convio: A Great Deal

NAR provides software trainingNAR provides software training

Software provides customized reports Software provides customized reports

No cost to your associationNo cost to your association

$705,000$4,183,720

Strategic Planning Facilitation

• Critical Aspect of Association Management

• Available From NAR• GAR Anderson, VP Leadership

Development


• Gar Anderson– Seasoned Professional– Tremendous Background/Experience– Knows Challenges/Trends– Skilled Communicator/Facilitator– One of the Best


• Sets Stage for Success– Advance Homework Assignments

• On-Site Presentations– Top 10 Challenges– Embraces Change– Maximizes Group Involvement


• Outcome– Concise Mission– Keeps it Simple– Produces Action-Oriented Plan– Prepares Final Draft


• Conservative Estimate of Value– $8,500 - $10,000

• Endorse Unconditionally• Highly Recommend• Scheduling is Major Challenge• Don’t Delay

$180,000$4,373,720

A View From Across the Pond

A View From Across the Pond

Peter Bolton King, CEO of National Association of Estate

Agents (NAEA), United Kingdom

Peter Bolton King, CEO of National Association of Estate

Agents (NAEA), United Kingdom

“Everything You've Ever Wanted to Know about International but Were Afraid to Ask”

• Resource guide and talking points for volunteer leaders and AEs

• See impact of ‘local-global’ markets• Realize how members benefit financially

from ‘local-global’ business• Access to current information to

support/implement ‘local-global’ member services

A World of Value

• International Real Estate Education: Basic and advanced training/CIPS designation; increased non-dues revenue

• International Alliances: Business development at agent, firm and association levels

• Global Events: Networking Platforms for Members and AEs

• WorldProperties.com: The next level of broker/agents services after local, state and national

What’s it Worth to You?

• $2.5 million – $2.1 million NAR budget in 2008 to provide

international programming– Plus estimated non-dues income to local,

state, and international associations

• Value to REALTORS®

as a result of increased income can not be measured

One Source; Many Resources

• Fast access—CD Rom and REALTOR.org® (for updates)

• Information in bite-size chunks Organized by topic

Invest in your members’ future...check it out!

$2,500,000

$6,873,720

Information CentralInformation Central Knowledge Tools for LeadershipKnowledge Tools for Leadership

“THE VIRTUAL LIBRARY”“THE VIRTUAL LIBRARY”

Field GuideseBooksProQuest

Industry RolodexBlogsPodcastsTech ReportsArchivesCustom Research

Field GuidesField Guides130 GuidesLinks, Articles, Books, ReportsMost Frequently Researched Topics

eBookseBooksOver 1000 Digital BooksNAR Reports & VideosAvailable 24/7 in many formats

ProQuestProQuest1,200 JournalsMost in Full TextGreat for Last Minute Needs

Virtual Library Virtual Library Additional ResourcesAdditional Resources

The Info Rolodex contains a knowledge base of 200 Frequently Asked Questions that are handled by our Information Specialists.Our BLOGS contain the latest Association/Industry information for eleven select audiences and written weekly by our staff.Podcasts are created regularly for special reports and news items.Special Tech Reports are researched and written by staff to examine the applicability of emerging technology to our industry.The Association Archives are being digitized and placed online for those interested in historical research. 2008 is NAR’sCentennial!Custom Research is available from our Research Librarians. Call, fax, email, webchat, or schedule a callback for timely assistance.

$2,800,000

$9,673,720

NAR Revenue Share Programs

Begin earning non-dues revenue today from NAR!

Association Revenue Track Earn 10-14% for NAR products sales tracked to your Association

REALTOR® University Affiliate Program Earn 15% for each registration tracked from your site.

e-PRO® Affiliate Program Earn 5% for each registration tracked from your site.

RELAY™ Association Partnership Programs Flexible programs and bulk pricing for Associations.

RE FormsNet Association Partnership Programs Flexible licensing and revenue share opportunities for Associations.

2008 Membership Kit Custom Messaging

Add your Association’s message to NAR’s annual membership kit!

This opportunity is available for the 2008 Guide beginning in January.

Pricing for the 2007 program was as follows:

It’s one of the most cost effective ways to get your message out to members!

Fewer than 5,000 members $50 5,001 to 15,000 members $200

more than 15,000 members $1,000

For more information:1. Access the “It’s Raining Revenues” flyer

located on the Tool Kit CD.2. Visit with staff at the Information Tables

here at the Summit.

$350,000

$10,023,720

As found on Realtor.org

According to the 2005 National Association of REALTORS® Member Profile survey, REALTORS® with a designation earned a median income of $82,900 while members without a designation had a median income of $40,900.

For some REALTOR® Associations;Education accounts for half of their non- dues revenue.

Benefits in being a REBAC Provider

• Provide a valuable member service• Non-dues revenue through NAR recognized

designations• Member retention• Risk reduction through education• Offer a vast variety of courses covering many

topics• Establish and confirm credibility among your

members

$1,680,000

$11,703,720

Clallam County, WAClallam County, WAClallam County, WAClallam County, WAGrowing SuccessSlide Number 6Slide Number 7Staying Connected with �On Common GroundMarketing Baltimore County’s �Older CommunitiesLive Baltimore Marketing Center�www.LiveBaltimore.comBaltimore County Living www.BaltimoreCountyMd.govMaking the Argument with Robinson & ColeSlide Number 13Slide Number 14Slide Number 15Our ChallengeOur OpportunityOur PartnershipWhat is the HOME Campaign & EAH?Slide Number 20Slide Number 21What Is NAR’s Legal Action Program?Legal Action CommitteeNorthern Kentucky’s IssueHow It Benefited Our AssociationWhat To Do If You Need This ServiceSlide Number 27Slide Number 28The ProblemThe PathThe Promise: �RCA Signature SeriesThe PayoffThe PotentialSlide Number 34Slide Number 35The Independent Expenditures (IEs) Exchange ProgramRPAC Fundraising Partnership and Marketing ProgramLevel 2 OverviewLevel 3 OverviewSlide Number 40 RPAC Receipts & Goals�“$7 in ’07”�“$10 in ’08” Slide Number 42Slide Number 43Convio: An IntroductionConvio: What it can do for youConvio: What it can do for youConvio: What it can do for youNAR-Convio: A Great DealSlide Number 49Slide Number 50Strategic Planning FacilitationStrategic Planning FacilitationStrategic Planning FacilitationStrategic Planning FacilitationStrategic Planning FacilitationSlide Number 56Slide Number 57A View From Across the Pond�“Everything You've Ever Wanted to Know about International but Were Afraid to Ask”�A World of Value What’s it Worth to You?One Source; Many ResourcesSlide Number 63Slide Number 64Information Central�Knowledge Tools for Leadership�“THE VIRTUAL LIBRARY”Field GuideseBooksProQuestVirtual Library �Additional ResourcesSlide Number 70Slide Number 71NAR Revenue Share ProgramsSlide Number 732008 Membership Kit �Custom MessagingThis opportunity is available for the 2008 Guide beginning in January. For more information:Slide Number 77Slide Number 78As found on Realtor.orgSlide Number 80Benefits in being a REBAC ProviderSlide Number 82Slide Number 83