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So you need to conduct a
fundraising campaign.
What should you do to get
ready?
Presented by
Norman Olshansky: President
N...
Presentation Outline
1. Introduction
2. Campaign Planning
3. Campaign Organization
4. Q and A and Discussion
Pre Campaign Leadership
1. Individuals who are passionate about your
mission and need for funding
2. Representation from t...
There’s More to Budgeting than
what meets the Eye
For Example in a Capital Campaign:

•

Expense items in addition to prep...
Determination if additional staff
support is needed?
1. Assess the campaign experience of staff
and volunteer leadership
2...
Pre Campaign Planning and
Study Objectives
1.
2.
3.
4.
5.
6.
7.
8.
9.

The community’s perception of the importance of the...
Pre Campaign Planning
Methodology
1. Personal Interviews with key informants
2. Community fact finding and Individual
rese...
Preliminary Case for Support
and Project Scope
1.
2.
3.
4.
5.

Organization’s Mission and History
Statement of Need
Costs/...
Campaign Governance
Committee
1. Responsible for leadership engagement, initial
campaign planning, fiscal oversight, decis...
Finance and Budget Issues
1. Budget projections: hard and soft costs
2. Determination: Extent of operations,
program costs...
Marketing and PR
1. Oversight on preparation of case for
support
2. Campaign name, theme, logo, taglines
2. Selection of m...
Building and Construction
1. Project design and scope
2. Cost estimates
3. Engagement of Owner’s Representative
4. Selecti...
Fundraising Committee
1. Identification/Cultivation of potential lead
donors
2. Development of prospect list
3. Campaign p...
Other pre campaign items
1. Back office readiness
2. Determination of existing staff and volunteer
capabilities
3. Competi...
Basic Axioms for Fundraisers
1.
2.
3.
4.
5.
6.
7.

You don’t get if you don’t ask
Connect to hearts and minds before you c...
Participant Input
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Before you start a fundraising campaign

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If your Nonprofit is considering a major fundraising campaign, this slide can help you address many important issues that need to be addressed while planning your project.

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Before you start a fundraising campaign

  1. 1. So you need to conduct a fundraising campaign. What should you do to get ready? Presented by Norman Olshansky: President NFP Consulting Resources, Inc.
  2. 2. Presentation Outline 1. Introduction 2. Campaign Planning 3. Campaign Organization 4. Q and A and Discussion
  3. 3. Pre Campaign Leadership 1. Individuals who are passionate about your mission and need for funding 2. Representation from the Board 3. Individuals who are well connected within the philanthropic community A. Have potential for taking on campaign leadership beyond planning stage B. History of philanthropic support
  4. 4. There’s More to Budgeting than what meets the Eye For Example in a Capital Campaign: • Expense items in addition to preplanning, architecture, zoning, legal, permitting, construction, and furnishing: • • • • • • • • • • • • Construction and Owner’s contingencies Maintenance Reserve Reserve for Doubtful Accounts Business Interruption Moving and Relocation Fundraising and Marketing Donor and Volunteer Recognition Administrative Supports Finance Costs Start up costs Operating Endowments Think through your direct expenses AND allocate overhead
  5. 5. Determination if additional staff support is needed? 1. Assess the campaign experience of staff and volunteer leadership 2. Ability of staff and leadership to devote the time necessary to be successful 3. Adequate start up costs to support outside and/or supplementary staff
  6. 6. Pre Campaign Planning and Study Objectives 1. 2. 3. 4. 5. 6. 7. 8. 9. The community’s perception of the importance of the need for which money is to be raised. Feelings, both positive and negative, about the vision. What excites them and what does not Size of the potential donor base and its ability to give. Identification of potential lead and major donors Determination of the expected maximum and minimum amounts that COULD be raised in a campaign. Cultivation and Education of Prospects and Constituencies Identification of strong campaign leadership and effective volunteers. Internal resources available for the campaign and the preparedness of the organizations to participate in a meaningful way. External factors that could influence the outcome of the campaign.
  7. 7. Pre Campaign Planning Methodology 1. Personal Interviews with key informants 2. Community fact finding and Individual research 3. Surveys 4. Focus Groups
  8. 8. Preliminary Case for Support and Project Scope 1. 2. 3. 4. 5. Organization’s Mission and History Statement of Need Costs/Budget Description of project(s)/program(s) How campaign will increase quantity/quality of service delivery- Projected Outcomes 5. Goal 6. Gift Chart/Pyramid 7. Leadership
  9. 9. Campaign Governance Committee 1. Responsible for leadership engagement, initial campaign planning, fiscal oversight, decision making, and policy development for overall campaign (Continues throughout Campaign) 2. Accountable to Board of Directors 3. If large capital project operates primarily through sub committees-If other campaign, needs to coordinate with other committees A. Finance and Budget B. Marketing and PR C. Building and Construction D. Fundraising
  10. 10. Finance and Budget Issues 1. Budget projections: hard and soft costs 2. Determination: Extent of operations, program costs, endowments, reserves, finance costs, start up costs, moving expenses, etc. to be included 3. Exploration financing needs/sources 4. Cash flow projections 5. Investment planning and oversight
  11. 11. Marketing and PR 1. Oversight on preparation of case for support 2. Campaign name, theme, logo, taglines 2. Selection of marketing, design and printing vendors 3. Development of campaign marketing plan with staff 4. Oversight on communications, signage, video and other collateral materials
  12. 12. Building and Construction 1. Project design and scope 2. Cost estimates 3. Engagement of Owner’s Representative 4. Selection of Contractor and project oversight
  13. 13. Fundraising Committee 1. Identification/Cultivation of potential lead donors 2. Development of prospect list 3. Campaign policies and procedures i.e. gift acceptance, gift agreements, length of payout, recognition, etc. 4. Solicitor identification, recruitment and training 5. Fundraising planning, organization and implementation
  14. 14. Other pre campaign items 1. Back office readiness 2. Determination of existing staff and volunteer capabilities 3. Competitive factors in the community 4. Potential issues/conditions that could derail campaign 5. Image and reputation of organization 6. Identification of potential leadership 7. Finalize campaign business plan
  15. 15. Basic Axioms for Fundraisers 1. 2. 3. 4. 5. 6. 7. You don’t get if you don’t ask Connect to hearts and minds before you connect to wallets Fundraising is both an art and science. Success requires both. The quality of a gift is directly related to the quality of the relationship between the solicitor and prospect Avoid the ready, fire, aim temptation You can never thank a donor, volunteer or staff member too often. They are your keys to success. Donors expect and deserve a good return on their charitable gifts/investments
  16. 16. Participant Input

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