Let Me Guess… You’re Asking for  MORE ? How REALTOR® Investments in the REALTOR® Action Fund  WILL  Make the Difference!
Why Is It That Every Year… <ul><li>The REALTOR® Action Fund Asks Me for More Money??? </li></ul><ul><li>We are seeing grea...
What’s Happened With Regulating Real Estate? <ul><li>Stream Setbacks </li></ul><ul><li>Mandatory Inclusionary Zoning </li>...
Why Should REALTORS® Foot the Bill?
Something to Consider… <ul><li>“ Just because you don’t take an interest in Politics, doesn’t mean it wont take an interes...
Keep In Mind <ul><li>REALTORS®  Are: </li></ul><ul><ul><li>The only group who advocates for the rights of homeowners </li>...
That Means… <ul><li>REALTORS® Are Seen As: </li></ul><ul><ul><li>Credible, valuable resources </li></ul></ul><ul><ul><li>E...
The Average Campaign in Oregon has increased <ul><li>10 - 12% each year </li></ul><ul><li>Doubled every 6 - 7 years </li><...
Average Cost of Oregon’s Campaigns since 1992
Partisanship is Growing… <ul><li>Business groups give more to Republicans by a 65-35 margin </li></ul><ul><li>Labor groups...
And Government Reacts… <ul><li>Legislation </li></ul><ul><ul><li>Issues that shouldn’t be party driven… are </li></ul></ul...
Valuing Influence 54% 45% $2.4 million Credit Union National Association 3% 96% $2.6 million American Association for Just...
Valuing Influence 27% 72% $1.9 million IAFF (Fire Fighters) 9% 91% $1.9 million Plumbers & Pipe-fitters Union 69% 31% $2 m...
The REALTOR® Party $1.9 million $1.8 million #1 PAC in terms of $ Most Bi-partisan PAC Largest Single Industry PAC
Business Group Giving Top 9 Business PACs gave $24 million in 2006 $15.5 million $8.5 million
Labor Group Giving Top 10 Labor PACs gave $22.5 million in 2006 $2.5 million $20 million
Advocates for Housing Advocates for Housing PACs gave $11.7 million in 2006 $7 million $4.7 million
Advocates Against Housing Anti-Housing PACs gave $20.3 million in 2006 $2 million $18.3 million
Sobering Numbers… <ul><li>Top Advocates Against Housing Gave –  </li></ul><ul><ul><li>A total of $9 million more than the ...
Even Oregon Dollars are Growing
Where Are the Oregon REALTORS® Today? <ul><li>18,000 Members </li></ul><ul><li>31 Associations </li></ul><ul><li>2007 Rais...
Where Do the Oregon REALTORS® Need to Be? <ul><li>$1.5 – 2 million PAC for Oregon </li></ul><ul><li>50 – 66% of members co...
So How Do We Get There? <ul><li>First - $50 per person tax deduction… </li></ul><ul><ul><li>Would you rather invest in you...
Step 1 – Define Your Audiences <ul><li>New Members:  Those walking in the door up to 2 years in the business </li></ul><ul...
Step 2 – Define Your Levels <ul><li>Basic Contributors:  $50 - $100 </li></ul><ul><li>Mid Level Contributions:  $101 - $99...
Step 3 – Set Your Goals
Step 4 – Refine Your Ask * Estimated 3000 $50 - $100 New Agents 7000 $100 - $500 Mid Career 7000 $500 + Up Veterans 500 $1...
Step 4 – Refine Your Ask * Estimated 20 $50 - $100 New Agents 35 $100 - $500 Mid Career 30 $500 + Up Veterans 5 $1000 + Up...
Step 4 – Refine Your Ask * Estimated 100 $50 - $100 New Agents 200 $100 - $500 Mid Career 200 $500 + Up Veterans 30 $1000 ...
Step 4 – Refine Your Ask * Estimated 300 $50 - $100 New Agents 500 $100 - $500 Mid Career 500 $500 + Up Veterans 200 $1000...
Local Association’s Part Targets for Local Associations
Translates to REAL DOLLARS Totals for Oregon
Step 5 – Identify Your  MESSAGES <ul><li>Appeal to the interests of the group </li></ul><ul><ul><li>Leadership:  Making a ...
Step 6 – Reach Out to Your  LEADERSHIP <ul><li>They have already “Bought In” </li></ul><ul><li>Get Higher Commitments </li...
Step 7 – Bring in the  Brokers <ul><li>Brokers are key to the office </li></ul><ul><li>Identify their major issues </li></...
Step 8 –  New Agents <ul><li>Get New Agents Early </li></ul><ul><ul><li>If they contribute from the start, they’ll continu...
Step 9 – Call on the  Veterans <ul><li>Often mentors, a vital resource in developing a culture of commitment </li></ul><ul...
Step 10 –  Create a Presence What Role does  PAC Fundraising  Play in -   Focus on  1 item a month  and in 1 year you’ll b...
Let Me Guess… You’re Asking for  MORE ? CHIP AHLSWEDE www.RegalStrategies.com [email_address]   (714) 402-1430
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Fundraising Presentation Final

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A presentation to the Oregon Association of REALTORS(R) on effective fundraising techniques

Published in: News & Politics, Career
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Fundraising Presentation Final

  1. 1. Let Me Guess… You’re Asking for MORE ? How REALTOR® Investments in the REALTOR® Action Fund WILL Make the Difference!
  2. 2. Why Is It That Every Year… <ul><li>The REALTOR® Action Fund Asks Me for More Money??? </li></ul><ul><li>We are seeing greater government creep into the business of real estate </li></ul><ul><li>We are seeing greater interest in how to regulate real estate </li></ul><ul><li>We are seeing more groups encroaching on our industry </li></ul>
  3. 3. What’s Happened With Regulating Real Estate? <ul><li>Stream Setbacks </li></ul><ul><li>Mandatory Inclusionary Zoning </li></ul><ul><li>Vacation Rental Restrictions </li></ul><ul><li>Moratoria on New Projects </li></ul><ul><li>Urban Growth Boundaries </li></ul><ul><li>Sign Ordinances </li></ul><ul><li>Point of Sale Inspections </li></ul><ul><li>Rental Registries </li></ul><ul><li>Conversion Ordinances </li></ul><ul><li>Rent Controls </li></ul><ul><li>Business Licenses </li></ul>
  4. 4. Why Should REALTORS® Foot the Bill?
  5. 5. Something to Consider… <ul><li>“ Just because you don’t take an interest in Politics, doesn’t mean it wont take an interest in you.” </li></ul><ul><li>- Pericles </li></ul><ul><li>“ If you’re not at the table… You’re probably on the menu!” </li></ul>
  6. 6. Keep In Mind <ul><li>REALTORS® Are: </li></ul><ul><ul><li>The only group who advocates for the rights of homeowners </li></ul></ul><ul><ul><li>The only industry whose goal is to know what neighborhoods are succeeding, and WHY </li></ul></ul><ul><ul><li>The only business with experience in the effects of proper & improper growth </li></ul></ul>
  7. 7. That Means… <ul><li>REALTORS® Are Seen As: </li></ul><ul><ul><li>Credible, valuable resources </li></ul></ul><ul><ul><li>Experienced leaders in our communities </li></ul></ul><ul><ul><li>Independent observers of successful government policies </li></ul></ul><ul><ul><li>Networkers with connections far beyond the civic boundaries </li></ul></ul><ul><ul><li>Looking out for “the little guy” </li></ul></ul>
  8. 8. The Average Campaign in Oregon has increased <ul><li>10 - 12% each year </li></ul><ul><li>Doubled every 6 - 7 years </li></ul><ul><li>Is outpacing neighboring states as a percentage of increased costs </li></ul><ul><li>And has a long way to go… </li></ul>
  9. 9. Average Cost of Oregon’s Campaigns since 1992
  10. 10. Partisanship is Growing… <ul><li>Business groups give more to Republicans by a 65-35 margin </li></ul><ul><li>Labor groups give more to Democrats by a 90-10 % margin </li></ul><ul><li>Single Issue groups almost 100% </li></ul>
  11. 11. And Government Reacts… <ul><li>Legislation </li></ul><ul><ul><li>Issues that shouldn’t be party driven… are </li></ul></ul><ul><ul><li>Party Caucuses are gaining power </li></ul></ul><ul><li>Special Interests </li></ul><ul><ul><li>Gaining “friends” </li></ul></ul><ul><li>Regulation </li></ul><ul><ul><li>Development restrictions </li></ul></ul><ul><ul><li>Property Uses </li></ul></ul><ul><ul><li>Accessibility </li></ul></ul><ul><li>Deficits </li></ul><ul><ul><li>New Revenue Sources </li></ul></ul>
  12. 12. Valuing Influence 54% 45% $2.4 million Credit Union National Association 3% 96% $2.6 million American Association for Justice 15% 85% $2.7 million Laborers Union 64% 36% $2.7 million American Bankers Association 21% 78% $2.8 million Operating Engineers Union 3% 97% $2.8 million IBEW (Labor – Electrical Workers) 70% 30% $2.8 million National Auto Dealers Association 73% 26% $2.9 million NAHB (Builders) 69% 31% $3 million National Beer Wholesalers 51% 49% $3.8 million NAR Rep Dem $ Top PACs 1-10
  13. 13. Valuing Influence 27% 72% $1.9 million IAFF (Fire Fighters) 9% 91% $1.9 million Plumbers & Pipe-fitters Union 69% 31% $2 million American Medical Association 1% 98% $2 million Municipal Labor 8% 91% $2.1 million Teamsters Union 1% 99% $2.1 million American Federation of Teachers 1% 99% $2.2 million United Auto Workers 67% 32% $2.2 million UPS 25% 74% $2.3 million Carpenters & Joiner Union 66% 34% $2.3 million AT&T Rep Dem $ Top PACs 11-20
  14. 14. The REALTOR® Party $1.9 million $1.8 million #1 PAC in terms of $ Most Bi-partisan PAC Largest Single Industry PAC
  15. 15. Business Group Giving Top 9 Business PACs gave $24 million in 2006 $15.5 million $8.5 million
  16. 16. Labor Group Giving Top 10 Labor PACs gave $22.5 million in 2006 $2.5 million $20 million
  17. 17. Advocates for Housing Advocates for Housing PACs gave $11.7 million in 2006 $7 million $4.7 million
  18. 18. Advocates Against Housing Anti-Housing PACs gave $20.3 million in 2006 $2 million $18.3 million
  19. 19. Sobering Numbers… <ul><li>Top Advocates Against Housing Gave – </li></ul><ul><ul><li>A total of $9 million more than the top advocates for housing </li></ul></ul><ul><ul><li>$13.5 million more to controlling party than top advocates for housing </li></ul></ul><ul><ul><li>AND… </li></ul></ul>This includes the Bankers as Housing Advocates!!!
  20. 20. Even Oregon Dollars are Growing
  21. 21. Where Are the Oregon REALTORS® Today? <ul><li>18,000 Members </li></ul><ul><li>31 Associations </li></ul><ul><li>2007 Raised $227k </li></ul><ul><li>2007 Fair Share Goal… $936k </li></ul><ul><li>25 % of members contributing </li></ul>
  22. 22. Where Do the Oregon REALTORS® Need to Be? <ul><li>$1.5 – 2 million PAC for Oregon </li></ul><ul><li>50 – 66% of members contributing </li></ul><ul><li>20% of contributors as major donors </li></ul><ul><li>30% of contributors as mid level donors </li></ul><ul><li>50% of contributors as basic level donors </li></ul>
  23. 23. So How Do We Get There? <ul><li>First - $50 per person tax deduction… </li></ul><ul><ul><li>Would you rather invest in your industry, or give that money to taxes? </li></ul></ul><ul><li>Real Estate is an industry that is “Icon Driven” – Get the Icons in, and promote </li></ul><ul><li>REALTORS® respect the opinions and activities of their peers... Enable P2P </li></ul><ul><li>Create a PRESENCE for the PAC </li></ul>
  24. 24. Step 1 – Define Your Audiences <ul><li>New Members: Those walking in the door up to 2 years in the business </li></ul><ul><li>Mid Career: 2 – 5 years in the business </li></ul><ul><li>Veterans: 5+ years in the business, office managers, all brokers, affiliates </li></ul><ul><li>Leadership: Local, State, National Directors, Local Committee Chairs, Big Brokers </li></ul>
  25. 25. Step 2 – Define Your Levels <ul><li>Basic Contributors: $50 - $100 </li></ul><ul><li>Mid Level Contributions: $101 - $999 </li></ul><ul><li>Major Donors: $1000 + up </li></ul>
  26. 26. Step 3 – Set Your Goals
  27. 27. Step 4 – Refine Your Ask * Estimated 3000 $50 - $100 New Agents 7000 $100 - $500 Mid Career 7000 $500 + Up Veterans 500 $1000 + Up Brokers / Managers 500 $1000 + Up Leadership Pool of Potential Investors* Requested Investment Membership Type
  28. 28. Step 4 – Refine Your Ask * Estimated 20 $50 - $100 New Agents 35 $100 - $500 Mid Career 30 $500 + Up Veterans 5 $1000 + Up Brokers / Managers 10 $1000 + Up Leadership Small Association Investor Pool* Requested Investment Membership Type
  29. 29. Step 4 – Refine Your Ask * Estimated 100 $50 - $100 New Agents 200 $100 - $500 Mid Career 200 $500 + Up Veterans 30 $1000 + Up Brokers / Managers 20 $1000 + Up Leadership Med Association Investor Pool* Requested Investment Membership Type
  30. 30. Step 4 – Refine Your Ask * Estimated 300 $50 - $100 New Agents 500 $100 - $500 Mid Career 500 $500 + Up Veterans 200 $1000 + Up Brokers / Managers 40 $1000 + Up Leadership Large Association Investor Pool* Requested Investment Membership Type
  31. 31. Local Association’s Part Targets for Local Associations
  32. 32. Translates to REAL DOLLARS Totals for Oregon
  33. 33. Step 5 – Identify Your MESSAGES <ul><li>Appeal to the interests of the group </li></ul><ul><ul><li>Leadership: Making a difference & receiving recognition </li></ul></ul><ul><ul><li>Brokers: Ease of Business, Faster Transactions </li></ul></ul><ul><ul><li>Veterans: Preserving their business model and growing their network </li></ul></ul><ul><ul><li>New Agents: Getting transactions, saving money </li></ul></ul>
  34. 34. Step 6 – Reach Out to Your LEADERSHIP <ul><li>They have already “Bought In” </li></ul><ul><li>Get Higher Commitments </li></ul><ul><li>Continue through committee structure </li></ul><ul><li>Get Quotes & Testimonials </li></ul>
  35. 35. Step 7 – Bring in the Brokers <ul><li>Brokers are key to the office </li></ul><ul><li>Identify their major issues </li></ul><ul><ul><li>Ease of Transaction </li></ul></ul><ul><ul><li>Speed of Transaction </li></ul></ul><ul><ul><li>Availability of Quality Agents </li></ul></ul><ul><ul><li>Lower Taxes / Licenses / Fees </li></ul></ul><ul><ul><li>Limited Exposure to Liability </li></ul></ul><ul><li>Get their commitments in the $500+ range </li></ul>
  36. 36. Step 8 – New Agents <ul><li>Get New Agents Early </li></ul><ul><ul><li>If they contribute from the start, they’ll continue </li></ul></ul><ul><ul><li>Focus on the value of the PAC </li></ul></ul><ul><ul><li>Solicit early, push when they’ve succeeded </li></ul></ul><ul><ul><li>Show them successful models, and who’s involved in the PAC </li></ul></ul><ul><li>New Member Orientation </li></ul><ul><li>Networking Opportunities </li></ul>
  37. 37. Step 9 – Call on the Veterans <ul><li>Often mentors, a vital resource in developing a culture of commitment </li></ul><ul><li>Speak to their business interests: </li></ul><ul><ul><li>Preserving the right to service clients </li></ul></ul><ul><ul><li>Lower fees / taxes / costs of transacting real estate </li></ul></ul><ul><ul><li>Competent and well versed agents </li></ul></ul><ul><ul><li>Fewer changes to their business model </li></ul></ul><ul><ul><li>Preservation of their “Book of Business” </li></ul></ul><ul><li>Get their commitments above basic levels </li></ul>
  38. 38. Step 10 – Create a Presence What Role does PAC Fundraising Play in - Focus on 1 item a month and in 1 year you’ll be EVERYWHERE! Community Involvement Affiliate Network Caravan / MLS Meetings Designations Agent Network Transactions Settlements Farm Area Client Network E-mail Marketing Your Office
  39. 39. Let Me Guess… You’re Asking for MORE ? CHIP AHLSWEDE www.RegalStrategies.com [email_address] (714) 402-1430
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