2. What is a Capital Campaign?
A significant fundraising effort
For major institutional needs:
buildings
endowment
program
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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
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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
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5. The Keys to Success
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6. A Solid Foundation–
The Infrastructure
Ethical Standards
Donor Software
Annual Giving History
Gift Acceptance Policies
Staff Support
Approval of Regulatory Authorities
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7. Pillars of Success
Board Commitment
Case for Support
Prospective Donors
Effective Volunteer Leadership
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8. Overall Planning
Pre Campaign Planning
The Planning Study
The Campaign Plan
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9. Pre-Campaign Planning
Campaign Steering Committee
Internal Readiness
Project Plan and Budget
Preliminary Case for Support
Planning Study
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10. Are You Ready for a
Campaign
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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
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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?
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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
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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
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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
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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
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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
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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
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24. 15 % discount on Linda’s capital campaign
books.
Use discount code linda2014books at
CharityChanel.com or
LindaLysakowski.com
Special Offers
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25. Thank You
www.LindaLysakowski.com
Follow me:
Linda Lysakowski, LLC
@LLysakowskiLLC
Linda Lysakowski, ACFRE
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