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

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Capital campaign

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

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