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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

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Slide share capital campaign

  • 1. Linda Lysakowski, ACFRE President, Linda Lysakowski LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 2. 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
  • 3. 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
  • 4. 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
  • 5. The Keys to Success Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 6. 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
  • 7. Pillars of Success  Board Commitment  Case for Support  Prospective Donors  Effective Volunteer Leadership Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 8. Overall Planning  Pre Campaign Planning  The Planning Study  The Campaign Plan Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 9. 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
  • 10. Are You Ready for a Campaign Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
  • 11. 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
  • 12. 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
  • 13. 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
  • 14. 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
  • 15. 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
  • 16. 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
  • 17. 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
  • 18. 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
  • 19. 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
  • 20. 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
  • 21. 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
  • 22. 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
  • 23. 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
  • 24.  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
  • 25. Thank You  www.LindaLysakowski.com  Follow me: Linda Lysakowski, LLC @LLysakowskiLLC Linda Lysakowski, ACFRE Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity