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Slide share capital campaign

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Wonder if your nonprofit is ready for a capital campaign? Find out with our slide share.

Wonder if your nonprofit is ready for a capital campaign? Find out with our slide share.

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Slide share capital campaign Slide share capital campaign Presentation Transcript

  • Linda Lysakowski, ACFRE President, Linda Lysakowski LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • What is a Capital Campaign?  A significant fundraising effort  For major institutional needs:  buildings  endowment  program Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • A Capital Campaign Involves  Sound research  Long-range planning  Persuasive campaign literature  Effective organization  Application of proven procedures  Careful scheduling and publicity  A specified time period  A prescribed budget Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • How Does a Campaign Fit Into the Donor Pyramid? Ultimate Gift Bequest Planned Gifts Special Gifts Endowment Campaigns Capital/Special Campaigns Annual Campaigns Renewal First Time Gift Awareness Special Events Publications Public Relations Identification Information Interest Involvement Investment Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • The Keys to Success Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • A Solid Foundation– The Infrastructure  Ethical Standards  Donor Software  Annual Giving History  Gift Acceptance Policies  Staff Support  Approval of Regulatory Authorities Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Pillars of Success  Board Commitment  Case for Support  Prospective Donors  Effective Volunteer Leadership Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Overall Planning  Pre Campaign Planning  The Planning Study  The Campaign Plan Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Pre-Campaign Planning  Campaign Steering Committee  Internal Readiness  Project Plan and Budget  Preliminary Case for Support  Planning Study Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Are You Ready for a Campaign Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Software System Requirements for Campaigns  Coding Structure  Campaign Divisions  Solicitors  Mail Merge for personalized appeals  Pledge reminders/acknowledgments  Reports  Cash flow projections  Reports by solicitor Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Gift Acceptance Policies  What type of gifts will you accept?  How will you use those gifts?  How and when will you dispose of the gifts?  How will you manage your investment portfolio? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Board Responsibilities  Capability (Affluence)  Give at a Meaningful Level  Access to Potential Donors  Influence  Promotion of Organization  Promotion of Campaign • Willingness – Board Participation – Campaign Leadership Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Development Staff Functions During Capital Campaign  Coordinate Meetings and Events  Prepare Reports for Board, CEO, Cabinet  Support Volunteers  Internal Communications  External Communications  Clerical Support  Solicitation Mailings, Acknowledgments, Reminders, Me eting Agendas, Minutes Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Campaign Volunteers  Campaign Cabinet  Campaign Committees  Division Committees - Leadership, Major Gifts, Small Business, General, etc.  Event Committees – Kick Off, Dedication/Recognition  Public Relations Committee  Finance Committee  Building Committee Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Role of Campaign Volunteers  Guide Campaign and Project  Identify Prospective Donors  Cultivate Prospective Donors  Identify Campaign Volunteers  Give $$$$$$  Ask for $$$$$ Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • On Hiring a Consultant ... Why hire a consultant? - Large amounts of money are at stake; - You are dealing with a limited amount of time; - To avoid the possibility of failing publicly. In other words, you can’t afford to experiment. You need to rely on someone else’s expertise. Remember, Consultants don’t raise the money for you -- they help you and your Volunteer Solicitors raise it. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Role of the Consultant in a Capital Campaign  Development Audit -- Internal Readiness  Feasibility Study – External Readiness  Planning and Organization  Case Development  Donor Screening  Volunteer Training  Communicating with CEO/Board Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Objectives of a Planning Study  Evaluate the Internal Readiness of the Organization  Recommend a schedule to move the organization through a campaign in the shortest time span possible and yet insure maximum results Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Objectives of a Planning Study  Evaluate the strength of the case  Identify and analyze any potential problems situations which could negatively impact fundraising results  Identify potential major contributors to the campaign. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Benefits of a Planning Study  Helps to Pre-sell Campaign  Attracts Key Leadership  Helps Strengthen Relationships  Makes New Friends for the Case  Helps Raise the Sights of Everyone  Supports Need for Lead Gifts Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Planning Study Process  Internal Assessment  Preliminary Case for Support  Selection of Interviewees  Letters to Interviewees  Interviews Scheduled  Interviews Conducted  Report Prepared and Presented Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Elements of a Planning Study  Done by outside counsel  Conducted one-on-one with counsel and interviewee  Face-to-face  Confidential information  Typically 30 to 50 interviews  Over a 90 to 120 day period or longer  Average Cost $30,000 to $50,000 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  •  15 % discount on Linda’s capital campaign books.  Use discount code linda2014books at CharityChanel.com or LindaLysakowski.com Special Offers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • Thank You  www.LindaLysakowski.com  Follow me: Linda Lysakowski, LLC @LLysakowskiLLC Linda Lysakowski, ACFRE Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity