Welcome to RPAC Administration by changcheng2


									Welcome to RPAC
  What is RPAC?

      Jane Saunders
Senior Field Representative
        Raising Money for Political
           Purposes Requires
   Imagination
   Determination
   Hard Work
   Understanding Legal & Administrative Issues

   Thousand of Dollars Lost to RPAC
   Possible Civil Penalties of up to $50,000
   Possible Prison Time
           How RPAC Works
RPAC Fuels NAR’s Government Affairs Activities
    Without a successful RPAC, REALTORS
            will be disadvantaged…
 No Participation in Political Campaigns
 No Grassroots Programs
 No Presence in Washington, State Capitols or
  City Halls
          RPAC Structure
     RPAC is an Association of people who
  voluntarily pool financial resources to support
candidates of office who understand and support
              the real estate industry

RPAC is more than one Committee…
 National RPAC
 RPAC in 50 States, DC, USVI, PR & Guam
 1,700+ Local Boards
          RPAC Structure

    And it’s run by hundreds of people…
 State/Local RPAC Chairmen/Trustees
 State/Local RPAC Treasurers/Bookeepers
 Political/Government/Legislative and Legal
              RPAC Structure
    All RPACs Share the Same Goal, but have
            varying Responsibilities
   Local Boards Raise Money, Collect Reporting
    Information and Transmit to State

   State RPACs Transmit Funds to National,
    Forward Candidate Contribution Requests,
    Order Awards and Educational Materials

   National RPAC supports Federal Candidates,
    Maintains Relationships with Federal
    Officeholders and Manages Grassroots
           RPAC Structure
     Despite this Multi-layer Structure,
     Federal Law Views RPAC as One
           Single Organization
     and Local RPACs fund National
 State
 RPAC, which contributes to Federal

A legal violation at any level can harm
 the entire effort
         State & National RPAC
    State RPACs are Critical to Making
      the entire RPAC System Work
   The Conduit for funds from Local to
   Ensure that contributions fall within legal
   Recommend which Federal, State and
    (sometimes) Local Candidates to Support
            State & National RPAC
      Five Broad Areas Define the State and
           National RPAC Relationship
1.   Cooperative Agreements
    70/30 Split
    Stipulates that National RPAC will support
     Federal Candidates and States/Boards will
     support State and Local Candidates
          State & National RPAC
2. Filing Requirements
   Closely scrutinized by authorities
   National RPAC files with Federal Election
    Commission; State RPACs comply with
    State Board Elections
   National also files copies of RPAC FEC
    Reports with selected State Election
    Offices where Federal Candidates from
    those States have received RPAC Support
   All Filings are public information
          State & National RPAC
3. State RPACs as Agents of National RPAC
 Most Important Duty: Timely Transmittal of
  Funds to National RPAC
4. Paying for Fundraising Costs
   Fundraising Expenses (i.e. credit card
    charges) cannot be deducted before
    transmitting National RPACs share
   Some states allow PAC costs to be covered
    by State and Local association dues rather
    than from PAC dollars
          State & National RPAC
5.   Transmittal of Funds

    Establishing transmittal account and regular
     transmittal dates every week solves the problem
    Major Donor contributions must be transmitted
     with a cover letter from State AE to RPAC…not
     required on an electronic transfer. Send email to
     RPAC Coordinator, Patricia Tarhon
          Transmittals to RPAC
              Other Important Information…
   All backup information must be sent to RPAC
   You must have NRDS ID# for all REALTORS,
    REALTOR Associates, Affiliates & Staff
   Review the file to make sure it balances and make
    sure everyone has a NRDS ID#
   Email to : RPACBATCHES@realtors.org
   Contributions from family members
     Compliance is in Everyone’s
           Best Interest!
 One violation can jeopardize the
 entire RPAC effort
 Civil   and criminal penalties apply
 RPAC      experiences huge annual
Legal Issues in RPAC
       Ralph Holmen
 Associate General Counsel
          General RPAC
    Fundraising Legal Principles
 Who may be solicited for RPAC
 Prohibited RPAC Contributors
 Time limits for transmitting RPAC
  contributions to State PAC/Association
 Dues Billing
 One-third rule
 Fundraising events
    Who May Be Solicited for RPAC
   Association members, and their families
     - including individual affiliate members
   Executive and administrative employees of
   Other employees – twice yearly, in writing, at
    home, must use custodial arrangement
   Restriction is imposed on the solicitation – not
    acceptance - of the contribution
   Solicitation defined broadly: Any mention of
    RPAC coupled with need for funds, how to make
    a contribution
    RPAC Solicitation Notice
Contributions are not deductible for Federal income
tax purposes. Contributions to RPAC are voluntary
and are used for political purposes. The amount
indicated is merely a guideline and you may
contribute more or less than the suggested amount.
The Association will not favor or disadvantage
anyone by reason of the amount of their
contribution, and you may refuse to contribute
without reprisal by the Association. Until your state
PAC reaches its RPAC goal 30% is sent to National
RPAC to support federal candidates and is charged
against your limits under 2 U.S.C. 441a; after the
state PAC reaches its RPAC goal it may elect to
retain your entire contribution for use in supporting
state and local candidates.
     Prohibited Contributors
 Corporations (LLCs OK)
 Anonymous contributors
 Federal contractors
 Foreign nationals (no green card)
 In the name of another
 Cash in excess of $100
 But corporate contributions by member
  corporations to offset fundraising
  expenses OK
                 Time Limits
   Transmit contributions from contributor to State
    PAC/association within
      10 days if greater than $50
      30 days of $50 or less
   Time period begins when contributor makes
    contribution and ends when it reaches the State
   Local associations must regularly and frequently
    (once/week) forward contributions received to
    the State PAC
                  Dues Billing
   Federal law permits dues billing, including
    deposit of dues billing contributions into
    corporate account
   State law may prohibit or limit dues billing, but
    only for State PAC contributions
   May use local association bank account to
    separate dues/RPAC contribution amounts;
    consider using a “transmittal account” for that
   Always use proper solicitation notice on dues
       The One-Third Rule
 Applies to fundraising events where
  contributors receive something of more
  than “nominal” value for their contribution:
  auctions, raffles, dinner-dances, etc.
 The value (not cost) of the
  items/entertainment provided may not
  exceed 1/3 of the contributions received at
  the event
 Applies “in the aggregate” (not item by
  item); value of F&B excluded
        Fundraising Events
Careful and thoughtful application of the rules
above regarding:
   Who is invited to the event
   How event costs are paid
   Timely transmittal of contributions made
   at event
   Entire price of ticket to event is a
RPAC Dues Billing

    Scott Brunner
Association Executive
  Mississippi AOR
Pointers on RPAC Dues Billing
   Requires PLANNING plus member education
   ALWAYS above the line
   Always FAIR SHARE
      Check YOUR state’s Fair Share amount
      Higher Fair Share for brokers?
   The verbiage is important
      “recommended” vs. “voluntary”
      Investment vs. contribution
      Tax deductibility disclaimer
   Expect some member phone calls and inquiries
Pointers on RPAC Dues Billing
   Train your brokers to provide a paper trail
      If they send you a single check for all agents,
       they should also send you a breakdown of:
          who gave how much to RPAC
          corporate v. non-corporate dollars
   Bill new members as they join
   AEs must be knowledgeable about RPAC…
    because those phone calls will come to you!
      Technical/Legal aspects, of course
      The reason RPAC matters
          Victories, challenges, consequences
    RPAC Fundraising Pointers
   Institutionalize RPAC
     Tie to core purpose of your organization
     No hit and miss promotions
     Sustained, ongoing focus on benefits and
     No bullying…just sensible pitches,
      measurable results
   Localize RPAC
     Local/State impact often more compelling
     Closer to home
RPAC Fundraising Pointers
 Focus your investment request on
  ISSUES, not dollars or goals
 Tell war stories, and RPAC’s role
    Urgent challenges
    Great wins / Stunning defeats
    Prospective (and very real)
     nightmare scenarios
 Investment, not contribution
 Make RPAC a prominent part of new
  member orientation
    How to get major investors:
   Ask them.
      Forget gimmicks (IMHO)
      Have the right person ask them.
      The asker must have high local credibility
      If you’re asking for $1000, make sure the asker
       has invested $1000
      If you’re pitching a prominent broker, make sure
       the pitcher is a peer – another prominent broker
      Don’t send a salesperson to do a broker’s job
      Provide abundant recognition!
      The Hattiesburg experiment…
 Auctions            Pie in the Face
 Dinners             Dunking Booth
 Casino Nights       Drinking for Diamonds
 Dances              Karaoke
 Games               Armadillo Race
 Cow Patty Poker     Triathlon (darts,
 Ms. RPAC Contest     bowling, golf)
 Polar Plunge      Water Pistol
 Pink Flamingos     Contests & Duels
 Banks – RPAC      Jail & Bail
  Makes Cents       Chair Rotation
 Bad Car Day       Colored Balloons
 Murder Mystery    Ugly Ties
  Dinner            Road Rally
 Moonlight         Chili Cook-Offs
       RPAC Resources
          RPAC Almanac:

2005 RPAC Fundraising Conference
       January 12-13, 2005
        Washington, D.C.

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