Managing Your RP Campaign

Electronically

Main ASHRAE Pagewww.ashrae.org/rp

Private RP Pagewww.ashraerp.com

Public Information

General links BrochuresASHRAE informational Items

Contribute Online!www.ashrae.org/contribute

Private RP Page: www.ashraerp.com

Main Audience = RP Chairs and anyone else interested in the Chapter

Monthly Reports

Training Materials

Chapter Support Info

Real Time Reports #1: 10 Year History #2: Donor Detail

Log In Email Address Password case sensitive!!

www.ashraerp.com

Two POVs, Two Purposes

Even though you may think these reports are “basically the same”, there are some key differences and it comes down to the Point of View of the Reports

10 Yr History POV = Donor (donor history, total giving, contact info)

Donor Detail POV = Gift (exact date, exact fund, Chapter receiving credit)

Find LYBUNTs and SYBUNTsLettersCalling Campaigns

Past Giving History

Date & fund of last gift

The 10 Yr History Report caveat:

HOME CHAPTER

No matter how many Chapters a donor gives to, no matter how many gifts, the 10-Yr History Report rolls all the donations into Giving Total!

The default Chapter listed is always the

HOME CHAPTER

Confused? Think about Trane Matching Gifts ….

Home Chapter = Lacrosse even though they give to over 90 Chapters because of their Matching Gift Program

YTD Donors

Run Monthly

Credited Properly

Online Gifts

Updated Instantly

The Donor Detail Report caveat:

Each gift is listed separately

Because the POV of the Donor Detail is the Gift, each gift is listed separately.

Donor gives 3 times during the Campaign? All 3 gifts will be listed & there is no ‘Year to Date Total’ Make sure you recognized donors for the total giving!

Total Number of Donors may be different than Total Number of Gifts

Tips, Ideas, and Uses

Runs best in Internet Explorer

Don’t “Open” the report once it’s run – Do “Save As”! Then … open Excel and open the report you just ran

If you receive a pop-up message about format not matching, click “OK”. The report will open in Excel without a problem and is treated like any other excel document.

Merge into a letter (10 Yr history)

Merge into Receipt Invoices (10 Yr History)

Check on LYBUNTS & SYBUNTS (10 Yr history)

Check status of pledges (Donor Detail)

Check which fund donors support (Donor Detail)

Confirm contributions were applied to the requested fund & donor name (Donor Detail)

The list is endless!

Patricia Adelmann: 678/539-1114Megan Hezlep: 678/539-1112Meredith Gunter: 678/539-1147