New Dollars/New Partners for Your Sacred PlaceBuilding and Launching a Successful Capital Campaign<br />
Welcome and Introductions<br />2<br />
Facilitators<br />Tuomi ForrestAssociate DirectorPartners for Sacred PlacesMark D. WarnerPrincipalMDW Consulting, Inc.		  ...
Philanthropy Today<br />
Sources of Philanthropy<br />2009 Contributions:  $307.75 Billion<br />Source:  Giving USA<br />
Giving by Recipient<br />
Campaign Concepts<br />
Identify<br />Qualify<br />Cultivate<br />Message<br />Solicit<br />Steward<br />Stages of a Solicitation<br />
Giving Pyramid<br />Personal Solicitation<br />Planned Giving<br />Capital Campaigns<br />Proposals <br />Annual Fund<br /...
Fund Raising Counsel<br />
Step 1:  Identify candidates<br />Partners for Sacred Places<br />Congregations<br />Association of Consultants to Nonprof...
Step 3:  Phone Screen<br />Develop interview guide of key questions<br />Informal conversation to gauge “fit”<br />Step 4:...
Step 5:  Decision-Making Process<br />Rapport with leadership<br />Approach<br />Realistic conversations<br />Step 6: Noti...
Step 7:  Contracts<br />Project Scope<br />Deliverables<br />Schedule<br />Fees<br />Custody of Funds<br />Termination Cla...
15-Minute Break<br />15<br />
Key Concepts<br />16<br />
Cycle of Abundance<br />
Cycle of Scarcity<br />
Someone asked me<br />Sense of community and belonging<br />Memorialize a friend or family member<br />Out of tradition (o...
Who is a Christian Steward?<br />One who receives God’s gifts gratefully, cherishes and tends them in a responsible and ac...
Financial<br />Programmatic/Construction<br />Relationships<br />Educational <br />Stewardship	<br />Capital Campaign Goal...
Case for Support<br />Project Plan<br />Volunteer Leaders<br />Major Donor Prospects<br />Organizational Capacity<br />Ste...
Steps To Success<br />
Identify and Recruit Volunteer Leadership<br />Create Project Plan<br />Use of new/restored facility<br />Key Messages<br ...
Create steering committee<br />Revise and refine case for support<br />Identifying leadership donors<br />Personal Intervi...
Update top donors on process<br />Recruit campaign leadership<br />Create campaign plan based on feasibility study<br />De...
Elements of the Plan<br />Financial Goal(s)<br />Timeline for each phase<br />Key messages and case for support<br />Namin...
Rank prospects and assign to volunteers<br />Train staff and volunteers to cultivate and solicit donors<br />Solicit top p...
Build awareness in congregation<br />Recruit volunteers for congregation phase<br />Solicitations<br />Small group meeting...
Wrap-up final Solicitations<br />Initiate pledge reminder plan<br />Evaluate campaign <br />Celebrate!<br />Conclusion and...
Case Study<br />31<br />
And I say unto you, Ask, and it shall be given you; seek, and ye shall find; knock, and it shall be opened unto you.<br />...
Contact me if you have any questions!<br />Mark D. Warner<br />MDW Consulting, Inc.<br />mark@mdwconsulting.net<br />(312)...
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New Dollars/New Partners Training

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Training for congregations participating in the New Dollars/New Partners program offered by Partners for Sacred Places

March 24, 2011

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New Dollars/New Partners Training

  1. 1. New Dollars/New Partners for Your Sacred PlaceBuilding and Launching a Successful Capital Campaign<br />
  2. 2. Welcome and Introductions<br />2<br />
  3. 3. Facilitators<br />Tuomi ForrestAssociate DirectorPartners for Sacred PlacesMark D. WarnerPrincipalMDW Consulting, Inc. <br />
  4. 4. Philanthropy Today<br />
  5. 5. Sources of Philanthropy<br />2009 Contributions: $307.75 Billion<br />Source: Giving USA<br />
  6. 6. Giving by Recipient<br />
  7. 7. Campaign Concepts<br />
  8. 8. Identify<br />Qualify<br />Cultivate<br />Message<br />Solicit<br />Steward<br />Stages of a Solicitation<br />
  9. 9. Giving Pyramid<br />Personal Solicitation<br />Planned Giving<br />Capital Campaigns<br />Proposals <br />Annual Fund<br />Events & Mail<br />
  10. 10. Fund Raising Counsel<br />
  11. 11. Step 1: Identify candidates<br />Partners for Sacred Places<br />Congregations<br />Association of Consultants to Nonprofits (ACN)<br />Step 2: Initial Screening<br />Web site review<br />Client list<br />Experience<br />Services<br />Choosing Fund Raising Counsel<br />
  12. 12. Step 3: Phone Screen<br />Develop interview guide of key questions<br />Informal conversation to gauge “fit”<br />Step 4: Interviews<br />Formal Presentation<br />Question & Answer Session<br />Step 5: Check References<br />Call references<br />Would they hire the firm again ? <br />Choosing Fund Raising Counsel<br />
  13. 13. Step 5: Decision-Making Process<br />Rapport with leadership<br />Approach<br />Realistic conversations<br />Step 6: Notifying Candidates<br />Notify everyone of your decision. It’s a courtesy to briefly explain your decision to the consultants.<br />13<br />Choosing Fund Raising Counsel<br />
  14. 14. Step 7: Contracts<br />Project Scope<br />Deliverables<br />Schedule<br />Fees<br />Custody of Funds<br />Termination Clauses<br />Consulting Team <br />Choosing Fund Raising Counsel<br />
  15. 15. 15-Minute Break<br />15<br />
  16. 16. Key Concepts<br />16<br />
  17. 17. Cycle of Abundance<br />
  18. 18. Cycle of Scarcity<br />
  19. 19. Someone asked me<br />Sense of community and belonging<br />Memorialize a friend or family member<br />Out of tradition (or habit)<br />Create a good image for me or my company <br />Leave a legacy for future generations<br />I want to be seen as a leader/role model <br />Reasons People Give<br />
  20. 20. Who is a Christian Steward?<br />One who receives God’s gifts gratefully, cherishes and tends them in a responsible and accountable manner, shares them in justice and love with others and returns them with increase to the Lord.<br />
  21. 21. Financial<br />Programmatic/Construction<br />Relationships<br />Educational <br />Stewardship <br />Capital Campaign Goals<br />
  22. 22. Case for Support<br />Project Plan<br />Volunteer Leaders<br />Major Donor Prospects<br />Organizational Capacity<br />Stewardship <br />Elements of Success<br />
  23. 23. Steps To Success<br />
  24. 24. Identify and Recruit Volunteer Leadership<br />Create Project Plan<br />Use of new/restored facility<br />Key Messages<br />Sequencing <br />Cost estimates<br />Timeline<br />Identify challenges to be addressed in feasibility study<br />Discern how campaign will be managed<br />Project Planning<br />
  25. 25. Create steering committee<br />Revise and refine case for support<br />Identifying leadership donors<br />Personal Interviews<br />Group Interviews<br />Annual Giving Analysis<br />Assessment and Recommendations<br />Report and Findings<br />Feasibility Study<br />
  26. 26. Update top donors on process<br />Recruit campaign leadership<br />Create campaign plan based on feasibility study<br />Develop campaign materials<br />Create and build fundraising infrastructure<br />Strengthen case for support<br />Revisit project plans<br />Advancement Phase<br />
  27. 27. Elements of the Plan<br />Financial Goal(s)<br />Timeline for each phase<br />Key messages and case for support<br />Naming opportunities<br />Staffing and Infrastructure<br />Volunteer structure<br />Gift acceptance policy<br />Campaign Plan<br />
  28. 28. Rank prospects and assign to volunteers<br />Train staff and volunteers to cultivate and solicit donors<br />Solicit top prospects<br />Refine key messages based on solicitations<br />Maintain momentum of solicitations<br />Leadership Phase<br />
  29. 29. Build awareness in congregation<br />Recruit volunteers for congregation phase<br />Solicitations<br />Small group meetings<br />Personal solicitations<br />Phone calls<br />Solicitation follow-up as necessary<br />Congregation Phase<br />
  30. 30. Wrap-up final Solicitations<br />Initiate pledge reminder plan<br />Evaluate campaign <br />Celebrate!<br />Conclusion and Celebration<br />
  31. 31. Case Study<br />31<br />
  32. 32. And I say unto you, Ask, and it shall be given you; seek, and ye shall find; knock, and it shall be opened unto you.<br /> Luke 11:9<br />
  33. 33. Contact me if you have any questions!<br />Mark D. Warner<br />MDW Consulting, Inc.<br />mark@mdwconsulting.net<br />(312) 286-6277<br />www.mdwconsulting.net<br />Thank you!<br />

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