ALBANY, NEW YORK NOVEMBER 16-17 Fund-Raising Seminar.
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Transcript of ALBANY, NEW YORK NOVEMBER 16-17 Fund-Raising Seminar.
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ALBANY, NEW YORKNOVEMBER 16-17
Fund-Raising Seminar
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Bo
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ica
Fundraising Software OrientationFundraising Software Orientation
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Person, Organization, Prospect
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ORGANIZATION
PERSON
UNIT
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ORGANIZATION
PERSON
PERSON
UNIT
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ORGANIZATION
PERSON
PERSON
UNIT
FOS 2009
DCD 2009
GOLF 2010
FOS 2010
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ORGANIZATION
PERSON
PERSON
UNIT
FOS 2009
DCD 2009
GOLF 2010
FOS 2010
PLEDGE
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PERSON
REGISTRATIONS
EVENT PARTICIPATION
ADVANCEMENT
TRAINING RECORDS
GIVING HISTORY
ADDRESS,PHONE NUMBERE-MAIL ADDRESS
AWARDS
DEMOGRAPHICSORGANIZATION
RELATIONSHIPS
PERSON RELATIONSHIPS
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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.---
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Controlling Reports
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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
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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 ---
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C o u n c il C h a i rT a k e A n y C o u n c i l
B o a r d D iv i s i o nT a k e A n y
C o u n c i l
D i s tr i c tsD i v is i o nC o u n c i l
D is tr i c t C h a i rD i s t r ic t T W O
C o m m u n i tyC h a i r
D is t r ic t O N E
D i s tr i c t C h a i rD i s tr i c t O N E
F a m i l y C h a i rD i s tr i c t O N E
U n i t C h a i rP a c k 0 1 7 4
U n i t C h a i rT r o o p 0 2 4 1
E x e c u t iv e B o a r dT a k e A n y
C o u n c i l
W o r k e rD is t r ic t O N E
W o r k e rD is t r ic t O N E
L e a d e rs h i pT a k e A n y
C o u n c i l
P a t r o nT a k e A n y
C o u n c i l
W o r k e rT a k e A n y
C o u n c i l
W o r k e rT a k e A n y
C o u n c i l
W o r k e rT a k e A n y
C o u n c i l
C o m m u n i tyC h a i r
D is t r ic t T W O
F a m il y C h a i rD i s t r i c t T W O
U n i t C h a i rP a c k 0 1 8 0
U n i t C h a i rT r o o p 0 0 9 6
W o r k e rD is tr i c t T W O
W o r k e rD is tr i c t T W O
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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
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C o u n c i l C h a irT a k e A n y C o u n c i l
B o a r d D iv is io nT a k e A n y C o u n c i l
D is t ric ts D iv is io nC o u n c il
D is tr ic t C h a irD is tr ic t T W O
C o m m u n it y C h a irD is tr ic t O N E
D is t r ic t C h a irD is tr ic t O N E
F a m ily C h a irD is tr ic t O N E
U n it C h a irP a c k 0 1 7 4
U n it C h a irT r o o p 0 2 4 1
E x e c u tiv e B o a r dT a k e A n y C o u n c i l
W o r ke rD is t r ic t O N E
W o r ke rD is t r ic t O N E
L e a d e r s h ipT a k e A n y C o u n c i l
P a tr o nT a k e A n y C o u n c i l
W o r k e rT a k e A n y C o u n c i l
W o r k e rT a k e A n y C o u n c i l
W o r k e rT a k e A n y C o u n c i l
C o m m u n it y C h a irD is tr ic t T W O
F a m ily C h a irD is t r ic tT W O
U n it C h a irP a c k 0 1 8 0
U n it C h a irT r o o p 0 0 9 6
W o r ke rD is t r ic t T W O
W o r ke rD is t r ic t T W O
1
2
3
4
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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 --
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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.
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C o u n c i l C h a irT a ke A n y C o u n c i l
B o a rd D iv is io nT a k e A n y C o u n c i l
D is t ric ts D iv is io nC o u n c il
D is tr ic t C h a irD is tr ic t T W O
C o m m u n it y C h a irD is tr ic t O N E
D is t r ic t C h a irD is tr ic t O N E
F a m ily C h a irD is tr ic t O N E
E x e c u tiv e B o a r dT a k e A n y C o u n c i l
L e a d e r s h ipT a k e A n y C o u n c i l
P a tr o nT a k e A n y C o u n c i l
W o r k e rT a k e A n y C o u n c i l
W o r k e rT a k e A n y C o u n c i l
W o r k e rT a k e A n y C o u n c i l
C o m m u n it y C h a irD is tr ic t T W O
F a m ily C h a irD is tr ic t T W O
1
2
3
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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
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Different Reports for Different Folks
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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
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.
Volunteer - Accomplishments.
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Other Tools
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Management Statistics
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Position Titles
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Prospect & Worker Reassignment
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Move files to a PC (Excel)
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VISIO
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Thank You and Recognitions
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Other topics to cover
Donor researchCampaign setupCampaign giving categories/donor groupsCampaign positionsusing recognition & thank yours
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Other topics
Campaign definitions - positions & user codesusing proper structure in fundraising
campaignsusing proper GL accountsFundraising reports - what does each tell us
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Other topics
MyBSA OverviewMyBSA Campaign Management - effective
use along with ScoutNetexporting ScoutNet data to use in Microsoft
OfficeBlackbaud SphereGuidestar