fundraising presentation final
DESCRIPTION
A presentation to the Oregon Association of REALTORS(R) on effective fundraising techniquesTRANSCRIPT
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…
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
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
Why Should REALTORS®
Foot the Bill?
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!”
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
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”
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…
Average Cost of Oregon’s Campaigns since 1992
107
320390 470
570 690830
1000
1220
1500
45 54 66 81 100 121 145 174 200
27 33 40 49 60 73 88 1300
200
400
600
800
1000
1200
1400
1600
1992 1994 1996 1998 2000 2002 2004 2006 2008
Congress State Senate State House
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%
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
Valuing InfluenceTop PACs 1-10 $ De
mRep
NAR $3.8 million 49% 51%
National Beer Wholesalers $3 million 31% 69%
NAHB (Builders) $2.9 million 26% 73%
National Auto Dealers Association
$2.8 million 30% 70%
IBEW (Labor – Electrical Workers)
$2.8 million 97% 3%
Operating Engineers Union $2.8 million 78% 21%
American Bankers Association $2.7 million 36% 64%
Laborers Union $2.7 million 85% 15%
American Association for Justice $2.6 million 96% 3%
Credit Union National Association
$2.4 million 45% 54%
Valuing InfluenceTop PACs 11-20 $ De
mRep
AT&T $2.3 million 34% 66%
Carpenters & Joiner Union $2.3 million 74% 25%
UPS $2.2 million 32% 67%
United Auto Workers $2.2 million 99% 1%
American Federation of Teachers
$2.1 million 99% 1%
Teamsters Union $2.1 million 91% 8%
Municipal Labor $2 million 98% 1%
American Medical Association $2 million 31% 69%
Plumbers & Pipe-fitters Union $1.9 million 91% 9%
IAFF (Fire Fighters) $1.9 million 72% 27%
The REALTOR® Party
49%51%
Democrats Republicans
$1.9 million
$1.8 million
#1 PAC in terms of $
Most Bi-partisan PAC
Largest Single Industry PAC
Business Group Giving
35%
65%
Democrats Republicans
Top 9 Business PACs gave $24 million in 2006
$15.5 million
$8.5 million
Labor Group Giving
11%
89%
Democrats Republicans
Top 10 Labor PACs gave $22.5 million
in 2006$2.5 million
$20 million
Advocates for Housing
61%
39%
Democrats Republicans
Advocates for Housing PACs gave
$11.7 million in 2006$7 million
$4.7 million
Advocates Against Housing
11%
89%
Democrats Republicans
Anti-Housing PACs gave $20.3 million
in 2006$2 million
$18.3 million
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 housingAND…
This includes the Bankers
as Housing Advocates!!!
Even Oregon Dollars are Growing
Where Are the Oregon REALTORS® Today?
• 18,000 Members• 31 Associations• 2007 Raised $227k• 2007 Fair Share Goal… $936k• 25 % of members contributing
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
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
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
Step 2 – Define Your Levels
• Basic Contributors: $50 - $100
• Mid Level Contributions: $101 - $999
• Major Donors: $1000 + up
Step 3 – Set Your Goals
20%
5% 5%0
75%
50%
25%
5% 5%
40%50%
75%
0%5%
20% 20%
0%10%20%30%40%50%60%70%80%
NonContributors
Basic Level Mid-Range Major Donors
New Members Mid Career Veterans Leadership
Step 4 – Refine Your Ask
Membership Type
Requested Investment
Pool of Potential
Investors*Leadership $1000 + Up 500
Brokers / Managers $1000 + Up 500
Veterans $500 + Up 7000
Mid Career $100 - $500 7000
New Agents $50 - $100 3000
* Estimated
Step 4 – Refine Your Ask
Membership Type
Requested Investment
Small Association
Investor Pool*Leadership $1000 + Up 10
Brokers / Managers $1000 + Up 5
Veterans $500 + Up 30
Mid Career $100 - $500 35
New Agents $50 - $100 20
* Estimated
Step 4 – Refine Your Ask
Membership Type
Requested Investment
Med Association
Investor Pool*Leadership $1000 + Up 20
Brokers / Managers $1000 + Up 30
Veterans $500 + Up 200
Mid Career $100 - $500 200
New Agents $50 - $100 100
* Estimated
Step 4 – Refine Your Ask
Membership Type
Requested Investment
Large Association
Investor Pool*Leadership $1000 + Up 40
Brokers / Managers $1000 + Up 200
Veterans $500 + Up 500
Mid Career $100 - $500 500
New Agents $50 - $100 300
* Estimated
Local Association’s Part
$24,900
$132,688
$380,150
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
Small Associations MediumAssociations
Large Associations
Targets for Local Associations
Translates to REAL DOLLARS
$224,100
$2,653,750
$760,300
$3,638,150
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
SmallAssociation
MediumAssociation
LargeAssociation
OregonAssociation
Totals for Oregon
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
Step 6 – Reach Out to Your LEADERSHIP
• They have already “Bought In”
• Get Higher Commitments
• Continue through committee structure
Get Quotes & Testimonials
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
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
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
Step 10 – Create a Presence
Your Office Marketing E-mail
Client Network
Farm Area Settlements
Transactions Agent Network
Designations
Caravan / MLS
Meetings
Affiliate Network
Community Involvement
What Role does PAC Fundraising Play in -
Focus on 1 item a month and in 1 year you’ll be EVERYWHERE!
Let Me Guess… You’re Asking
for MORE?CHIP AHLSWEDE
(714) 402-1430