Slide share capital campaign

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

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

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

The Keys to Success

A Solid Foundation–
The Infrastructure
 Ethical Standards
 Donor Software
 Annual Giving History
 Gift Acceptance Policies
 Staff Support
 Approval of Regulatory Authorities

Pillars of Success
 Board Commitment
 Case for Support
 Prospective Donors
 Effective Volunteer Leadership

Overall Planning
 Pre Campaign Planning
 The Planning Study
 The Campaign Plan

Pre-Campaign Planning
 Campaign Steering Committee
 Internal Readiness
 Project Plan and Budget
 Preliminary Case for Support
 Planning Study

Are You Ready for a
Campaign

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

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?

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

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

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

Role of Campaign Volunteers
 Guide Campaign and Project
 Identify Prospective Donors
 Cultivate Prospective Donors
 Identify Campaign Volunteers
 Give $$$$$$
 Ask for $$$$$

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.

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

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

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.

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

Planning Study Process
 Internal Assessment
 Preliminary Case for Support
 Selection of Interviewees
 Letters to Interviewees
 Interviews Scheduled
 Interviews Conducted
 Report Prepared and Presented

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

 15 % discount on Linda’s capital campaign
books.
 Use discount code linda2014books at
CharityChanel.com or
LindaLysakowski.com
Special Offers

Thank You
 www.LindaLysakowski.com
 Follow me:
Linda Lysakowski, LLC
@LLysakowskiLLC
Linda Lysakowski, ACFRE

Slide share capital campaign

Recommended

Recommended

More Related Content

What's hot

What's hot (10)

Viewers also liked

Viewers also liked (10)

Similar to Slide share capital campaign

Similar to Slide share capital campaign (20)

Recently uploaded

Recently uploaded (20)

Slide share capital campaign