#CU11: Brian holmes capital campaigns

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  • I went to your session during the Connectin Up-2011 and foundyour presentation exciting and stimulating. As CEO of my organization ( a non-profit organization, but is not funded by our local government in Hong Kong),I always have difficulty in getting sufficient funds for the annual budget.


    Do you have another tips in this?

    Lilain
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#CU11: Brian holmes capital campaigns

  1. 1. proudly working together with Australia’s finest non-profits<br />You Can Raise Million$ - but How?Capital Campaign Success<br />Brian Holmes<br />xponentialphilanthropy<br />
  2. 2. A Capital Campaign<br />A Capital Campaign raises LARGE sums of money for a one-off specific need outside of the annual operating cost of an organisation.<br />The benefits of a Capital Campaign are that it raises:<br />the most amount of money;<br />in the shortest period of time;<br />in the most cost efficient way.<br />It is an organised, intensive fundraising effort using peer-to-peer solicitation to secure extraordinary gifts.<br />xponential philanthropy<br />
  3. 3. A Typical Capital Campaign<br />Feasibility Study<br />Planning<br />capEZY<br />Strategy<br />Private Phase<br />Campaign Board<br />Lead Gifts<br />Enlistment<br />Cultivate<br />Hit Target<br />Thank you<br />Public Phase<br />www.xponential.com.au<br />xponential philanthropy<br />
  4. 4. The Table of Gifts<br /><ul><li>How many prospects do we need?
  5. 5. How many volunteers do we require?</li></ul>Xponential philanthropy<br />
  6. 6. Seven Keys to Success<br />$<br />xponential philanthropy<br />
  7. 7. Capital Campaign Factory<br />www.capital campaign.com<br />xponential philanthropy<br />
  8. 8. 1. Market Research – The Feasibility Study<br />1. INTERNAL<br />Your organisation’s readiness to ask<br />2. EXTERNAL<br />Your community’s willingness to give<br />xponential philanthropy<br />
  9. 9. 1. Market Research – The Feasibility Study<br />1. Your organisation’s readiness to ask<br /> An internal assessment of :<br />The Project – is it urgent?<br />The Target – can it be justified?<br />The Case – is it emotive?<br />The Organisation – does it have the capacity?<br />The Resources – what will it take?<br />Capital Campaign Factory – ‘campaignRedi’<br />xponential philanthropy<br />
  10. 10. 1. Market Research – The Feasibility Study<br />2. Your community’s willingness to give<br /> An external assessment of :<br />The Project – are there clear benefits?<br />The Target – is it achievable?<br />The Case – is it believable?<br />The Giving Capacity – are there prospects?<br />The Leadership – can they be identified?<br />The Resources – what will it take?<br />www.xponential.com.au – ‘capEzy’<br />xponential philanthropy<br />
  11. 11. 1. Market Research – The Feasibility Study<br />What is your relationship with and how supportive are you of the Organisation?<br />Do you believe that the Project is vitally necessary?<br />Are you supportive of raising the funds for this project?<br />Will you assist in achieving this dream?<br />Will you be a donor?<br />$<br />Brian’s Big Tip: Always use an experienced Consultant for a Feasibility Study. Good interview technique is vital.<br />xponential philanthropy<br />
  12. 12. 2. Case for Support – Why should I give?<br />Ensure your Case for Support addresses all four motivation factors<br />Donors motivation<br />Capital Campaign Factory – ‘caseRedi’<br />Organisation’s Case<br />Thanks to Bernard Ross<br />xponential philanthropy<br />
  13. 13. 2. Case for Support – Why should I give?<br />Why would someone give?<br /> Your Case must:<br />make Sense<br />be Reasonable<br />be Compelling<br />be Motivating<br />be Succinct<br />Brian’s Big Tip: Use testimonials of other donors more than case studies of your service or clients<br />xponential philanthropy<br />
  14. 14. 3. Marketing Collateral<br />CC Promotional Materials<br />Campaign Brochure<br />Campaign Video<br />Invitation Shells<br />Document Covers<br />Web Page<br />Newsletter<br />Stationery<br />Youtube – “The Girl Effect”<br />xponential philanthropy<br />
  15. 15. 3. Marketing Collateral<br />Generally a Capital Campaign is prestigious<br /> Your collateral should be:<br />quality<br />visual<br />emotive<br />succinct<br />creative<br />Brian’s Big Tip: Campaign materials must be unique. Donors will hold on to a quality brochure.<br />xponential philanthropy<br />
  16. 16. 4. Leadership<br />The most important factor in any campaign<br /> A great campaign leader should:<br />be affluential<br />be influential<br />be motivational<br />have strong networks<br />not be afraid to ask<br />Brian’s Big Tip: Use maximum peer to peer influence when recruiting your campaign leaders.<br />xponential philanthropy<br />
  17. 17. 4. Leadership<br />Capital Campaign Factory – ‘leadRedi’<br />xponential philanthropy<br />
  18. 18. 5. Gift Prospects<br />Capital Campaign Factory – ‘prospectRedi’<br />xponential philanthropy<br />
  19. 19. 5. Gift Prospects<br />The key to working with prospects is moves management<br />Total days 364<br />Brian’s Big Tip: A quality donor management system is an essential tool for a successful capital campaign<br />xponential philanthropy<br />
  20. 20. 6. The Ask<br />You only get one chance - maybe<br /> Four elements in the ask:<br />The Prospect<br />The Solicitors<br />The Organisation<br />The Environment<br />Brian’s Big Tip: Seek to use a ‘team of two’ for any VIP solicitations. Never use more than three.<br />xponential philanthropy<br />
  21. 21. 6. The Ask<br />Influence<br />Knowledge<br />Influence<br />Knowledge<br />Influence<br />Capital Campaign Factory – ‘askRedi’<br />xponential philanthropy<br />
  22. 22. 7. Campaign Management<br />A good campaign management team must:<br />be courageous<br />be confident<br />be experienced<br />be focussed<br />be flexible<br />know how to use the ‘tools of the trade’<br />be able to think like a major donor<br />Brian’s Big Tip: Every team needs both players and a coach. If you are going to play to win recruit the best.<br />xponential philanthropy<br />
  23. 23. Thank you<br />Brian Holmes<br />0414 304 568<br />Xponential Philanthropy<br />bholmes@xponential.com.au<br />www.xponential.com.au<br />xponential philanthropy<br />

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