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#CU11: Brian holmes  capital campaigns
 

#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.


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    #CU11: Brian holmes  capital campaigns #CU11: Brian holmes capital campaigns Presentation Transcript

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