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Fundraising Presentation Final

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

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

Published in: News & Politics, Career
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Transcript

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

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