[Lnc-business] Expense Reimbursement for Fundraising

[Caryn Ann Harlos]

There may have been a confusion there but I went back through my emails and
that condition was not expressed to me.  I gave notice of the states ahead
of time and engaged in cost-effective planning with Jess.  Western states
are cheaper to send me to.  Eastern states are cheaper to send her to.  For
me, it was strict economics and potential - there is a healthy rivalry
between some of the states in their numbers and we have a lot of fun
competing with that.  I wanted to give a net gain to the Party.  I have
zero issue if that is now a condition though I think that makes it more
expensive, and the RR is trusted to make fundraising their mission, they
have a relationship with those donors and can cultivate it.  That is part
of the secret of my success.  I develop connections with people.  People
give to causes in which they have a connection.  I have no doubt that I can
do this successfully in other states (such as my previous plans for CA and
TX) but I will lose that one dynamic.  However similar dynamics exist in
states like Oregon and New Mexico which although not in my region, I have
cultivated a lot of relationships there.  People ask if I can teach this.
I can try.  But sales is often something that is innate or not.  I
genuinely care and enjoy the people connection and they know it.

I am ready to serve at the ED and Chair's pleasure if needed.  I already
have the time off from work to do at least two more conventions and would
like to know if I should cancel those days off requests so that other
co-workers can take them or I can make other plans.

I do believe utilizing LNC members for donor and recruitment relationships
is a winning strategy.  Its like the personal touch in a business.  A
letter doesn't do that.

On Fri, Feb 23, 2018 at 10:33 PM, Elizabeth Van Horn <
elizabeth.vanhorn at lp.org> wrote:

> Thank you Nick,
>
> I appreciate you making a statement regarding this situation.  If the
> consultation with the Treasurer, Executive Director, and the Head of
> Development, is based upon some of the email discussion, I'm wondering how
> much was clarified.  Wes wrote this:
>
> -------------------------
> "Whitney,
>
> Caryn Ann was going to be reimbursed for some travel outside of her
> region, not inside her region.
>
> I mention that again, in case it wasn't clear.
>
> Were you under the impression Caryn Ann was being reimbursed for travel to
> states within her region?
> --------------------------
>
> Yet, the two states that Caryn Ann traveled to, where both within her
> region.  Was it the intention, as Wes stated, for the reimbursement to
> happen for states outside her region?
> I hope you can appreciate how confusing this is to us learning about it
> for the first time, only to note conflicting information.
>
>
> ---
> Elizabeth Van Horn
>
>
>
> On 2018-02-24 00:06, Nicholas Sarwark wrote:
>
>> Dear All,
>>
>> Expense reimbursements to LNC members have been made (and will be made
>> in the future) according to the rules set out in our policy manual.
>> The Chair and/or the Treasurer (depending on the situation) approve
>> the expenses and no officer approves his or her own expenses.
>>
>> When expense reimbursements for party business are made to a member of
>> the LNC, they are reported on the related party transactions portion
>> of the Treasurer's report.
>>
>> As our fundraising infrastructure has improved, there are more
>> opportunities for fundraising events than there is availability from
>> only staff and the Chair. If LNC members are able to handle events at
>> the direction of the Executive Director or Head of Development, they
>> have been (and will continue to be) reimbursed for their expenses
>> associated with those events.
>>
>> Membership recruitment is one part of an effective fundraising
>> strategy.  When a person makes an initial financial commitment to the
>> party, they are much more likely to make future financial commitments
>> over their lifetime (and sometimes at the end of it).
>>
>> Absent a change in the policy manual or specific guidance in the form
>> of a vote of the national committee, it is my intention to proceed as
>> we have been doing in consultation with the Treasurer, Executive
>> Director, and the Head of Development.
>>
>> Yours in liberty,
>> Nick
>>
>
-------------- next part --------------
   There may have been a confusion there but I went back through my emails
   and that condition was not expressed to me.  I gave notice of the
   states ahead of time and engaged in cost-effective planning with Jess.
   Western states are cheaper to send me to.  Eastern states are cheaper
   to send her to.  For me, it was strict economics and potential - there
   is a healthy rivalry between some of the states in their numbers and we
   have a lot of fun competing with that.  I wanted to give a net gain to
   the Party.  I have zero issue if that is now a condition though I think
   that makes it more expensive, and the RR is trusted to make fundraising
   their mission, they have a relationship with those donors and can
   cultivate it.  That is part of the secret of my success.  I develop
   connections with people.  People give to causes in which they have a
   connection.  I have no doubt that I can do this successfully in other
   states (such as my previous plans for CA and TX) but I will lose that
   one dynamic.  However similar dynamics exist in states like Oregon and
   New Mexico which although not in my region, I have cultivated a lot of
   relationships there.  People ask if I can teach this.  I can try.  But
   sales is often something that is innate or not.  I genuinely care and
   enjoy the people connection and they know it.
   I am ready to serve at the ED and Chair's pleasure if needed.  I
   already have the time off from work to do at least two more conventions
   and would like to know if I should cancel those days off requests so
   that other co-workers can take them or I can make other plans.
   I do believe utilizing LNC members for donor and recruitment
   relationships is a winning strategy.  Its like the personal touch in a
   business.  A letter doesn't do that.

   On Fri, Feb 23, 2018 at 10:33 PM, Elizabeth Van Horn
   <[1]elizabeth.vanhorn at lp.org> wrote:

     Thank you Nick,
     I appreciate you making a statement regarding this situation.  If
     the consultation with the Treasurer, Executive Director, and the
     Head of Development, is based upon some of the email discussion, I'm
     wondering how much was clarified.  Wes wrote this:
     -------------------------
     "Whitney,
     Caryn Ann was going to be reimbursed for some travel outside of her
     region, not inside her region.
     I mention that again, in case it wasn't clear.
     Were you under the impression Caryn Ann was being reimbursed for
     travel to states within her region?
     --------------------------
     Yet, the two states that Caryn Ann traveled to, where both within
     her region.  Was it the intention, as Wes stated, for the
     reimbursement to happen for states outside her region?
     I hope you can appreciate how confusing this is to us learning about
     it for the first time, only to note conflicting information.
     ---
     Elizabeth Van Horn

   On 2018-02-24 00:06, Nicholas Sarwark wrote:

     Dear All,
     Expense reimbursements to LNC members have been made (and will be
     made
     in the future) according to the rules set out in our policy manual.
     The Chair and/or the Treasurer (depending on the situation) approve
     the expenses and no officer approves his or her own expenses.
     When expense reimbursements for party business are made to a member
     of
     the LNC, they are reported on the related party transactions portion
     of the Treasurer's report.
     As our fundraising infrastructure has improved, there are more
     opportunities for fundraising events than there is availability from
     only staff and the Chair. If LNC members are able to handle events
     at
     the direction of the Executive Director or Head of Development, they
     have been (and will continue to be) reimbursed for their expenses
     associated with those events.
     Membership recruitment is one part of an effective fundraising
     strategy.  When a person makes an initial financial commitment to
     the
     party, they are much more likely to make future financial
     commitments
     over their lifetime (and sometimes at the end of it).
     Absent a change in the policy manual or specific guidance in the
     form
     of a vote of the national committee, it is my intention to proceed
     as
     we have been doing in consultation with the Treasurer, Executive
     Director, and the Head of Development.
     Yours in liberty,
     Nick

References

   1. mailto:elizabeth.vanhorn at lp.org