fundraising presentation final

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Let Me Guess… You’re Asking for MORE? How REALTOR® Investments in the REALTOR® Action Fund WILL Make the Difference!

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

TRANSCRIPT

Page 1: Fundraising Presentation Final

Let Me Guess… You’re Asking

for MORE?How REALTOR® Investments in the REALTOR® Action Fund

WILL Make the Difference!

Page 2: Fundraising Presentation Final

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

Page 3: Fundraising Presentation Final

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

Page 4: Fundraising Presentation Final

Why Should REALTORS®

Foot the Bill?

Page 5: Fundraising Presentation Final

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!”

Page 6: Fundraising Presentation Final

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

Page 7: Fundraising Presentation Final

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”

Page 8: Fundraising Presentation Final

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…

Page 9: Fundraising Presentation Final

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

Page 10: Fundraising Presentation Final

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%

Page 11: Fundraising Presentation Final

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

Page 12: Fundraising Presentation Final

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%

Page 13: Fundraising Presentation Final

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%

Page 14: Fundraising Presentation Final

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

Page 15: Fundraising Presentation Final

Business Group Giving

35%

65%

Democrats Republicans

Top 9 Business PACs gave $24 million in 2006

$15.5 million

$8.5 million

Page 16: Fundraising Presentation Final

Labor Group Giving

11%

89%

Democrats Republicans

Top 10 Labor PACs gave $22.5 million

in 2006$2.5 million

$20 million

Page 17: Fundraising Presentation Final

Advocates for Housing

61%

39%

Democrats Republicans

Advocates for Housing PACs gave

$11.7 million in 2006$7 million

$4.7 million

Page 18: Fundraising Presentation Final

Advocates Against Housing

11%

89%

Democrats Republicans

Anti-Housing PACs gave $20.3 million

in 2006$2 million

$18.3 million

Page 19: Fundraising Presentation Final

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!!!

Page 20: Fundraising Presentation Final

Even Oregon Dollars are Growing

Page 21: Fundraising Presentation Final

Where Are the Oregon REALTORS® Today?

• 18,000 Members• 31 Associations• 2007 Raised $227k• 2007 Fair Share Goal… $936k• 25 % of members contributing

Page 22: Fundraising Presentation Final

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

Page 23: Fundraising Presentation Final

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

Page 24: Fundraising Presentation Final

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

Page 25: Fundraising Presentation Final

Step 2 – Define Your Levels

• Basic Contributors: $50 - $100

• Mid Level Contributions: $101 - $999

• Major Donors: $1000 + up

Page 26: Fundraising Presentation Final

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

Page 27: Fundraising Presentation Final

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

Page 28: Fundraising Presentation Final

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

Page 29: Fundraising Presentation Final

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

Page 30: Fundraising Presentation Final

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

Page 31: Fundraising Presentation Final

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

Page 32: Fundraising Presentation Final

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

Page 33: Fundraising Presentation Final

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

Page 34: Fundraising Presentation Final

Step 6 – Reach Out to Your LEADERSHIP

• They have already “Bought In”

• Get Higher Commitments

• Continue through committee structure

Get Quotes & Testimonials

Page 35: Fundraising Presentation Final

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

Page 36: Fundraising Presentation Final

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

Page 37: Fundraising Presentation Final

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

Page 38: Fundraising Presentation Final

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!

Page 39: Fundraising Presentation Final

Let Me Guess… You’re Asking

for MORE?CHIP AHLSWEDE

[email protected]

(714) 402-1430