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Capital campaign

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The basic information and processes you need to undertake if you are going to launch a successful capital campaign

The basic information and processes you need to undertake if you are going to launch a successful capital campaign

Published in: Business, Economy & Finance
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  • 1. Developing your fundraising through a successful capital campaign A presentation to the trustees of
  • 2. your charitable objectives
    • Help ROH provide its patients with the highest standards of care
    • Raise © £4 million
    • Raise charity’s profile
    • Develop new networks including local media
    • Strengthen fundraising across all income streams
    • Set up a new Fundraising Board
    Delivering an effective Capital Campaign
  • 3. critical fundraising success factors
    • The Case for Support
    • Committed leadership
    • Integrated fundraising and communications strategy
    • Internal Commitment
    Delivering an effective Capital Campaign
  • 4. 3 stages of work
    • Internal Review
    • External Assessment , including the Fundraising & Communications Strategy
    • Implementation
    Delivering an effective Capital Campaign
  • 5. internal review Delivering an effective Capital Campaign
    • Confidential interviews with key figures in and associated with the Trust
    • Development of a Needs List including planned outcomes
    • Develop your master list of contacts
    • The writing of a persuasive Case for Support
  • 6. external assessment
    • Test the Case on prospective donors / start cultivation process and Appeal Leadership identification
    • Feasibility of fundraising target
    • Volunteer, staff and infrastructure resources needed to deliver strategy
    • Duration of appeal
    Delivering an effective Capital Campaign
  • 7. fundraising strategy
    • Fundraising & Communications strategy including key stakeholder and media involvement
    • Timetable for Appeal with key activities, milestones & duration
    • Volunteer, staff and infrastructure resources needed to deliver strategy
    • Initial budget
    Delivering an effective Capital Campaign
  • 8. implementation
    • Guiding and supporting the recruitment of the Campaign Board
    • Coaching & training senior volunteers, trustees & staff
    • Begin initial funding submissions, using the Case for Support as the source document
    • Accompanying senior volunteers to face-to-face representations with key major prospects
    • Ensuring gift size schedule & timetable are being followed
    Delivering an effective Capital Campaign
  • 9. the importance of stewardship
    • Corporate culture of flawless relationship management
    • Investment
    • From Campaign Board to Fundraising Board
    • Increased networks, influence and revenue
    Delivering an effective Capital Campaign
  • 10. THANK YOU Delivering an effective Capital Campaign

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