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Fund-Raising Seminar

Fund-Raising Seminar. Albany, new york November 16-17. Fundraising Software Orientation. Boy Scouts of America. Person, Organization, Prospect. ORGANIZATION. PERSON. UNIT. ORGANIZATION. PERSON. PERSON. UNIT. ORGANIZATION. PERSON. PERSON. UNIT. GOLF 2010. FOS 2010. FOS 2009.

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Fund-Raising Seminar

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  1. Fund-Raising Seminar Albany, new york November 16-17

  2. Fundraising Software Orientation Boy Scouts of America

  3. Person, Organization, Prospect

  4. ORGANIZATION PERSON UNIT

  5. ORGANIZATION PERSON PERSON UNIT

  6. ORGANIZATION PERSON PERSON UNIT GOLF 2010 FOS 2010 FOS 2009 DCD 2009

  7. ORGANIZATION PERSON PERSON UNIT GOLF 2010 FOS 2010 FOS 2009 PLEDGE DCD 2009

  8. PERSON RELATIONSHIPS REGISTRATIONS GIVING HISTORY ADDRESS, PHONE NUMBER E-MAIL ADDRESS EVENT PARTICIPATION PERSON ADVANCEMENT AWARDS TRAININGRECORDS DEMOGRAPHICS ORGANIZATIONRELATIONSHIPS

  9. Report #: 0309 v1.15 Take Any Council Page 1 of 1 Date: 11/05/2000 Time: 15:00:27 Person Listing ------------------------------------------------------------------------------------------------------------ --- Selected Options --- Person Name: Richard H Baldwin Effective Date: 11/05/2000 --------------------------------------------------------------------------------------------------------- Name: Richard H Baldwin Primary Phone: (540) 943-7634 Common Name: Dick Additional Phones: Address: RR 2 Box 370D Work: (540)942-7300 Eagleville, VA 55214-4659 Mobile: (540)993-3656 Additional Addresses: Personal Affiliations: Father of Wesley Tyler Baldwin Can Influence David W Brown Organizational Affiliations: Member, Downtown Rotary Club Chief Financial Officer, Eagleville Medical Clinic Member, First Baptist Church of Eagleville BSA Registrations: Merit Badge Counselor, District Two District Training Committee Chmn., District Two District Finance Committee Member, District Two Unit Registrations: Committee Member, Troop 0011 Assistant Scoutmaster, Troop 0011 Honors / Awards: Scoutmaster's Key 11/05/1991 Silver Beaver 11/05/2000 VIGIL MEMBER 11/05/1996 Ranks: Eagle 11/19/1970 Training: Boy Scout Leader Basic Tng Completed (1979 Series) 11/05/2000 Campaign Contribution: Total Pledges Total Payments S00 2000 Friends of Scouting $500.00 $250.00 S01 2001 Friends of Scouting $250.00 $250.00 G00 BSA Golf 2000 $150.00 $150.00 Events: 04/01/1999 Philmont 2000 Take Any Council Participants 06/14/2000 BSA Golf 2000 Take Any Council Player Notes: Lives in Florida from Dec. to Mar. ---

  10. Controlling Reports

  11. Report: 0308 v1.40 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report Time: 13:07:06 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: 2000 Friends of Scouting(S00) YTD Pledges % of Total Total Campaign Giving Categories Goal Current Last Year Payments Goal Prospects Worked ---------------------------------------------------------------------------------------------------------------------------- Take Any Council Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Leadership $6,000 $15,470 $24,263 $3,853 100.0 72 14 Patron $27,500 $400 $2,050 $0 1.5 71 2 ---------------------------------------------------------------------------------- Organization Totals: $63,500 $46,305 $59,397 $17,078 72.9 212 70 \District One Community $16,000 $3,710 $13,586 $1,543 23.2 244 16 Family $6,000 $5,643 $9,997 $2,592 94.1 896 106 ---------------------------------------------------------------------------------- Organization Totals: $22,000 $9,353 $23,583 $4,135 42.5 1,214 122 \District Two Community $1,500 $2,765 $6,110 $1,482 20.5 148 17 Family $15,000 $11,188 $23,267 $3,696 74.6 1,986 175 ---------------------------------------------------------------------------------- Organization Totals: $30,000 $13,953 $30,286 $5,178 46.5 2,353 192 ---------------------------------------------------------------------------------- Campaign Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891 SUMMARY SECTION Community $42,000 $3,916 $17,311 $1,749 9.3 747 18 Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Family $62,500 $44,950 $96,250 $17,680 71.9 8,244 735 Leadership $6,000 $0 $1,125 $0 0.0 5 0 Patron $27,500 $400 $2,050 $0 1.5 71 2 ------------------------------------------------------------------------------ Summary Totals:$206,500 $105,457 $209,144 $41,777 51.1 10,148 891

  12. Report: 0308 v1.40 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report Time: 13:07:06 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: 2000 Friends of Scouting(S00) YTD Pledges % of Total Total Campaign Giving Categories Goal Current Last Year Payments Goal Prospects Worked ---------------------------------------------------------------------------------------------------------------------------- Take Any Council Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Leadership $6,000 $15,470 $24,263 $3,853 100.0 72 14 Patron $27,500 $400 $2,050 $0 1.5 71 2 ---------------------------------------------------------------------------------- Organization Totals: $63,500 $46,305 $59,397 $17,078 72.9 212 70 \District One Community $16,000 $3,710 $13,586 $1,543 23.2 244 16 Family $6,000 $5,643 $9,997 $2,592 94.1 896 106 ---------------------------------------------------------------------------------- Organization Totals: $22,000 $9,353 $23,583 $4,135 42.5 1,214 122 \District Two Community $1,500 $2,765 $6,110 $1,482 20.5 148 17 Family $15,000 $11,188 $23,267 $3,696 74.6 1,986 175 ---------------------------------------------------------------------------------- Organization Totals: $30,000 $13,953 $30,286 $5,178 46.5 2,353 192 ---------------------------------------------------------------------------------- Campaign Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891 SUMMARY SECTION Community $42,000 $3,916 $17,311 $1,749 9.3 747 18 Executive Board $30,000 $30,435 $31,983 $13,225 101.5 67 54 Family $62,500 $44,950 $96,250 $17,680 71.9 8,244 735 Leadership $6,000 $0 $1,125 $0 0.0 5 0 Patron $27,500 $400 $2,050 $0 1.5 71 2 --------------------------------------------------------------------------------- Summary Totals: $206,500 $105,457 $209,144 $41,777 51.1 10,148 891 ---------------------------------------------------------------------------------------------------------------------------- --- End of Report ---

  13. Report: 0304 v1.24 Page 1 of 1 Date: 11/04/2000 Take Any Council Time: 12:34:12 Campaign Organization Structure ---------------------------------------------------------------------------------------------------------------------------- ---- Selected Options ---- BSA Structure: Take Any Council Campaign: S00 - 2000 Friends of Scouting Include BSA Structure? Yes Begin Position: Council FOS Chairperson Include Giving Category? Yes Include Persons? Yes End Position: ** POSITIONS SUBORDINATE TO THE BEGINNING Include Worker Locator Number? Yes POSITION --------------------------------------------------------------------------------------------------------------------------- (Level 1)---Council FOS Chairperson,Take Any Council, Council Division, Charles Stamm,100183201 |(Level 2)---Board Division,Take Any Council, Council Division, Keith Gearheart,100183234 | |(Level 3)---Executive Board,Take Any Council, Council Division, Charles Stamm,100183276 | | |(Level 4)---Worker,Take Any Council, Council Division, Richard Mansfield,100183277 | |(Level 3)---Leadership,Take Any Council, Council Division, Bobby Lockridge,100183286 | | |(Level 4)---Worker,Take Any Council, Council Division, Brady Ballard,100183274 | |(Level 3)---Patron,Take Any Council, Council Division, Bobby Lockridge,100183237 | |(Level 4)---Worker,Take Any Council, Council Division, Tim Hess,100183275 |(Level 2)---District Division,Take Any Council, Council Division, Patricia Reardon,100463476 |(Level 3)---District FOS,District ONE,Community,Charles McGinnis,100183294 | |(Level 4)---Community FOS,District ONE, Community, John Hoyt,100183295 | | |(Level 5)---Worker,District ONE, Community, Andy DePoy,100463497 | | |(Level 5)---Worker,District ONE, Community, Susan Rebholz,100463496 | |(Level 4)---Family FOS,District ONE, Family, Susan Hietanen,100183223 | |(Level 5)---Unit ChairmanPack 0174,District ONE, Family, Shelley Shankle,100362039 | |(Level 5)---Unit ChairmanTroop 0241,District ONE, Family, William Bayes,100340673 |(Level 3)---District FOS,District TWO, Community, James Bennett,100183224 |(Level 4)---Community FOS,District TWO, Community, Richard Claterbaugh,100183226 | |(Level 5)---Worker,District TWO, Community, Mark Curtis,100184456 | |(Level 5)---Worker,District TWO, Community, Donna Baldwin,100183233 |(Level 4)---Family FOS,District TWO, Family, Judy Goodbar,100183225 |(Level 5)---Unit ChairmanPack 0180,District TWO, Family, Shirley Ziegler,100340677 |(Level 5)---Unit ChairmanTroop 0096,District TWO, Family, Elizabeth Trail,100184466

  14. Report: 0351 v1.15 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Performance Report by Position Time: 14:09:13 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 Position Stop Level: All Prospects Unworked Potential Total Unworked Pledges Payments Value Goal Pledges % --------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0 Board Division -- Take Any Council Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0 Executive Board -- Take Any Council Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1 Leadership -- Take Any Council Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2 Patron -- Take Any Council Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0 Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0 Districts Division -- Take Any Council Patricia Reardon 0 0 $0 $0 $0 $0 $0 0.0 District ONE -- District One Charles McGinnis 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District One John Hoyt 2 2 $0 $0 $7 $23,000 $7 0.0 Worker -- District One Susan Rebholz 92 92 $0 $0 $2,009 $0 $2,009 0.0 Worker -- District One Andy DePoy 16 16 $0 $0 $386 $0 $386 0.0 Community FOS Total 110 110 $0 $0 $2,402 $23,000 $2,402 10.4 Family FOS -- District One Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17,259 57.5 Unit Chairman -- District One Pack 0174 - Shelley Shankl 74 66 $285 $135 $0 $0 $285 0.0 Unit Chairman -- District One Troop 0241 - William Bayes 56 55 $160 $40 $0 $0 $160 0.0 Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17,704 59.0 District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20,106 0.0 Districts TWO -- District Two James Bennett 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District Two Richard Claterbaugh 24 24 $0 $0 $0 $16,000 $0 0.0 Worker -- District Two Donna Baldwin 115 105 $2,160 $855 $863 $0 $3,023 0.0 Worker -- District Two Mark Curtis 179 173 $1,550 $688 $4,217 $0 $5,767 0.0 Community FOS Total 318 302 $3,710 $1,543 $5,079 $16,000 $8,789 54.9 Family FOS -- District Two Judy Goodbar 833 750 $4,343 $1,945 $2,336 $6,000 $6,679 111.3 Unit Chairman --

  15. Report: 0351 v1.15 Take Any Council Page 1 of 2 Date: 11/04/2000 Campaign Performance Report by Position Time: 13:05:05 ----------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 Position Stop Level: All Prospects Unworked Potential Total Unworked Pledges Payments Value Goal Pledges % --------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0 Board Division -- Take Any Council Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0 Executive Board -- Take Any Council Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1 Leadership -- Take Any Council Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2 Patron -- Take Any Council Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0 Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0 Districts Division -- Take Any Council Patricia Reardon 0 0 $0 $0 $0 $0 $0 0.0 District ONE -- District One Charles McGinnis 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District One John Hoyt 110 110 $0 $0 $2,402 $23,000 $2,402 10.4 Family FOS -- District One Susan Hietanen 2,953 2,673 $17,259 $6,952 $0 $30,000 $17,259 57.5 Unit Chairman -- District One Pack 0174 - Shelley Shankl 74 66 $285 $135 $0 $0 $285 0.0 Unit Chairman -- District One Troop 0241 - William Bayes 56 55 $160 $40 $0 $0 $160 0.0 Family FOS Total 3,083 2,794 $17,704 $7,127 $0 $30,000 $17,704 59.0 District ONE Total 3,193 2,904 $17,704 $7,127 $2,402 $0 $20,106 0.0 Districts TWO -- District Two James Bennett 0 0 $0 $0 $0 $0 $0 0.0 Community FOS -- District Two Richard Claterbaugh 318 302 $3,710 $1,543 $5,079 $16,000 $8,789 54.9 Family FOS -- District Two Judy Goodbar 833 750 $4,343 $1,945 $2,336 $6,000 $6,679 111.3 Unit Chairman -- District Two Pack 0180 - Shirley Ziegle 48 25 $1,300 $647 $0 $0 $1,300 0.0 Unit Chairman -- District Two Troop 0096 - Elizabeth Tra 15 15 $0 $0 $0 $0 $0 0.0 Family FOS Total 896 790 $5,643 $2,592 $2,336 $6,000 $7,979 133.0 Districts TWO Total 1,214 1,092 $9,353 $4,135 $7,416 $0 $16,769 0.0 TRASH -- Take Any Council <Unassigned> 0 0 $0 $0 $0 $0 $0 0.0 Districts Division Total 4,407 3,996 $27,057 $11,262 $9,818 $0 $36,875 0.0 Council FOS Chairperson Total 4,619 4,138 $73,362 $28,340 $16,812 $0 $90,174 0.

  16. Report: 0352 v1.16 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report by Position Time: 14:25:42 ---------------------------------------------------------------------------------------------------------------------------- -- Selected Options -- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 History Date: 11/04/1999 Position Stop Level: 4 ------------- Pledges ---------- % Of Prospects Position / Name Goals Current Last Year Payments Goal Total Worked ---------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 0 0 0.0 0 0 Board Division -- Take Any Council Keith Gearheart 0 0 0 0 0.0 0 0 Executive Board -- Take Any Council Charles Stamm 30,000 30,435 28,817 13,225 101.5 67 54 Leadership -- Take Any Council Bobby Lockridge 6,000 3,220 9,768 870 53.7 33 5 Patron -- Take Any Council Bobby Lockridge 27,500 12,650 13,475 2,983 46.0 112 11 Board Division Total 0 46,305 52,061 17,078 0.0 212 70 Districts Division -- Take Any Council Patricia Reardon 0 0 0 0 0.0 0 0 District ONE -- District One Charles McGinnis 0 0 0 0 0.0 0 0 Community FOS -- District One John Hoyt 23,000 0 1,254 0 0.0 110 0 Family FOS -- District One Susan Hietanen 30,000 17,704 18,611 7,127 59.0 3,083 289 District ONE Total 0 17,704 19,865 7,127 0.0 3,193 289 Districts TWO -- District Two James Bennett 0 0 0 0 0.0 0 0 Community FOS -- District Two Richard Claterbaugh 16,000 3,710 9,811 1,543 23.2 318 16 Family FOS -- District Two Judy Goodbar 6,000 5,643 8,812 2,592 94.1 896 106 Districts TWO Total 0 9,353 18,623 4,135 0.0 1,214 122 TRASH -- Take Any Council <Unassigned> 0 0 0 0 0.0 0 0 Districts Division Total 0 27,057 38,488 11,262 0.0 4,407 411 Council FOS Chairperson Total 0 73,362 90,549 28,340 0.0 4,619 481

  17. Different Reports for Different Folks

  18. Report: 0352 v1.16 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Progress Report by Position Time: 14:25:42 ---------------------------------------------------------------------------------------------------------------------------- -- Selected Options -- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 History Date: 11/04/1999 Position Stop Level: 4 ------------- Pledges ---------- % Of Prospects Position / Name Goals Current Last Year Payments Goal Total Worked ---------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 0 0 0.0 0 0 Board Division -- Take Any Council Keith Gearheart 0 0 0 0 0.0 0 0 Executive Board -- Take Any Council Charles Stamm 30,000 30,435 28,817 13,225 101.5 67 54 Leadership -- Take Any Council Bobby Lockridge 6,000 3,220 9,768 870 53.7 33 5 Patron -- Take Any Council Bobby Lockridge 27,500 12,650 13,475 2,983 46.0 112 11 Board Division Total 0 46,305 52,061 17,078 0.0 212 70 Volunteer - Accomplishments. Report: 0351 v1.15 Take Any Council Page 1 of 1 Date: 11/04/2000 Campaign Performance Report by Position Time: 14:09:13 ---------------------------------------------------------------------------------------------------------------------------- --- Selected Options --- Campaign: S00 2000 Friends of Scouting Campaign Position: Report Date: 11/04/2000 Position Stop Level: All Prospects Unworked Potential Total Unworked Pledges Payments Value Goal Pledges % --------------------------------------------------------------------------------------------------------------------------- Council FOS Chairperson -- Take Any Council Charles Stamm 0 0 $0 $0 $0 $0 $0 0.0 Board Division -- Take Any Council Keith Gearheart 0 0 $0 $0 $0 $0 $0 0.0 Executive Board -- Take Any Council Charles Stamm 67 13 $30,435 $13,225 $1,096 $30,000 $31,531 105.1 Leadership -- Take Any Council Bobby Lockridge 33 28 $3,220 $870 $1,772 $6,000 $4,992 83.2 Patron -- Take Any Council Bobby Lockridge 112 101 $12,650 $2,983 $4,126 $27,500 $16,776 61.0 Board Division Total 212 142 $46,305 $17,078 $6,994 $0 $53,299 0.0 Professional – Work to be done.

  19. Other Tools

  20. Management Statistics

  21. Position Titles

  22. Prospect & Worker Reassignment

  23. Move files to a PC (Excel)

  24. VISIO

  25. Thank You and Recognitions

  26. Other topics to cover Donor research Campaign setup Campaign giving categories/donor groups Campaign positions using recognition & thank yours

  27. Other topics Campaign definitions - positions & user codes using proper structure in fundraising campaigns using proper GL accounts Fundraising reports - what does each tell us

  28. Other topics MyBSA Overview MyBSA Campaign Management - effective use along with ScoutNet exporting ScoutNet data to use in Microsoft Office Blackbaud Sphere Guidestar

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