Bloomerang
August 7, 2013
Linda Lysakowski, ACFRE
Linda Lysakowski LLC
Linda Lysakowski.com: Dedicated to inspiring philan...
What is a Capital Campaign?
 A significant fundraising effort
 For major institutional needs:
 buildings
 endowment
 ...
A Capital Campaign Involves
 Sound research
 Long-range planning
 Persuasive campaign literature
 Effective organizati...
A Solid Foundation–
The Infrastructure
 Ethical Standards
 Donor Software
 Annual Giving History
 Gift Acceptance Poli...
Pillars of Success
 Board Commitment
 Case for Support
 Prospective Donors
 Effective Volunteer Leadership
Linda Lysak...
Are You Ready for a
Campaign
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
Software System
Requirements for Campaigns
 Coding Structure
 Campaign Divisions
 Solicitors
 Mail Merge for personali...
Gift Acceptance Policies
 What type of gifts will you accept?
 How will you use those gifts?
 How and when will you dis...
Board Responsibilities
 Capability (Affluence)
 Give at a Meaningful Level
 Access to Potential Donors
 Influence
 Pr...
Development Staff Functions
During Capital Campaign
 Coordinate Meetings and Events
 Prepare Reports for Board, CEO, Cab...
Campaign Volunteers
 Campaign Cabinet
 Campaign Committees
 Division Committees - Leadership, Major
Gifts, Small Busine...
Benefits of a Planning Study
 Helps to Pre-sell Campaign
 Attracts Key Leadership
 Helps Strengthen Relationships
 Mak...
Effective use of a donor database
makes the campaign “Goal”
achievable . . .
Capital Campaign Tools
Capital Campaign Tools
Effective use of a donor
database is?
Capital Campaign Tools
Effective use of a donor
database is?
Simply “EVERYONE” using it
daily to build relationships!
Capital Campaign Tools
Chairing the YMCA Branch
Capital Campaign
 CRM so Intuitive (No training
Needed)
 Bring BEST Practices to Life
 A Tool Fundraisers Could Not
Live Without!
Capita...
The word "linchpin" is also used figuratively to mean
"something [or someone] that holds the various elements of
a complic...
“Engagement” Tracking
If knowing the level and
progression of “engagement” for
any prospect relationship is key
to campaig...
CUE THE EXPERTS:
Dr. Adrian Sargeant
Bloomerang Chief
Scientist
Professor of Fundraising at the Center on
Philanthropy at ...
Automatic Engagement Factors
@bloomerangtech | 21
• Recency and pattern
of giving
• Cash donors vs.
sustaining donors
• # ...
What is the donor’s
engagement over time!
Highlight vital “retention” information
---
Next-Gen Database/CRM
Easy Enough for All to Use!
(Even the CEO)
Enables Campaign
Best-Practices!
Questions
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
 10% Discount on Linda’s Capital Campaign
books
Special Offer
Linda Lysakowski.com: Dedicated to inspiring philanthropy a...
Thank You
 www.LindaLysakowski.com
 Follow me:
Linda Lysakowski, LLC
@LLysakowskiLLC
Linda Lysakowski, ACFRE
Linda Lysak...
Next Webinar:
Peer-to-Peer Fundraising
+
Donor Retention
When: August 14th, 1pm EST
Fundly | Jay Love
https://bloomerang.c...
Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?
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Are You Ready for a Capital Campaign?

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Join Linda Lysakowski and Jay Love of Bloomerang for a discussion about capital campaigns. Linda will give you an overview of when a campaign is most appropriate, and how to ensure that it is successful.

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  • Donor Engagement
  • Are You Ready for a Capital Campaign?

    1. 1. Bloomerang August 7, 2013 Linda Lysakowski, ACFRE Linda Lysakowski LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    2. 2. What is a Capital Campaign?  A significant fundraising effort  For major institutional needs:  buildings  endowment  program Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    3. 3. 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 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    4. 4. A Solid Foundation– The Infrastructure  Ethical Standards  Donor Software  Annual Giving History  Gift Acceptance Policies  Staff Support  Approval of Regulatory Authorities Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    5. 5. Pillars of Success  Board Commitment  Case for Support  Prospective Donors  Effective Volunteer Leadership Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    6. 6. Are You Ready for a Campaign Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    7. 7. 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 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    8. 8. 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? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    9. 9. 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 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    10. 10. 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, Meeting Agendas, Minutes Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    11. 11. 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 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    12. 12. 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 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    13. 13. Effective use of a donor database makes the campaign “Goal” achievable . . . Capital Campaign Tools
    14. 14. Capital Campaign Tools Effective use of a donor database is?
    15. 15. Capital Campaign Tools Effective use of a donor database is? Simply “EVERYONE” using it daily to build relationships!
    16. 16. Capital Campaign Tools Chairing the YMCA Branch Capital Campaign
    17. 17.  CRM so Intuitive (No training Needed)  Bring BEST Practices to Life  A Tool Fundraisers Could Not Live Without! Capital Campaign Tools
    18. 18. The word "linchpin" is also used figuratively to mean "something [or someone] that holds the various elements of a complicated structure together." Engagement is the Linchpin
    19. 19. “Engagement” Tracking If knowing the level and progression of “engagement” for any prospect relationship is key to campaign success . . . How do we do it?
    20. 20. CUE THE EXPERTS: Dr. Adrian Sargeant Bloomerang Chief Scientist Professor of Fundraising at the Center on Philanthropy at Indiana University holding what is presently the world’s only endowed chair in that discipline. Top 10 Most Influential People in Fundraising Renowned expert on Donor Retention and Donor Loyalty Mr. Tom Ahern Bloomerang Donor Communications Head Coach One of the world’s top authorities on donor communications Author of 4 books on Donor Communications Winner of 3 prestigious international IABC Gold Quill awards
    21. 21. Automatic Engagement Factors @bloomerangtech | 21 • Recency and pattern of giving • Cash donors vs. sustaining donors • # of years giving + • Upgrade / Downgrade + - • Lapsed - • Event attendance + • Opens email + • Click links in emails + • Unsubscribes from email - • Has stated communication preferences + • Has inbound interactions + • Has soft credits + • Volunteers + • Social Media (coming soon) • …and a whole lot more!
    22. 22. What is the donor’s engagement over time! Highlight vital “retention” information ---
    23. 23. Next-Gen Database/CRM Easy Enough for All to Use! (Even the CEO) Enables Campaign Best-Practices!
    24. 24. Questions Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    25. 25.  10% Discount on Linda’s Capital Campaign books Special Offer Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    26. 26. Thank You  www.LindaLysakowski.com  Follow me: Linda Lysakowski, LLC @LLysakowskiLLC Linda Lysakowski, ACFRE Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity
    27. 27. Next Webinar: Peer-to-Peer Fundraising + Donor Retention When: August 14th, 1pm EST Fundly | Jay Love https://bloomerang.co/resources/webinars/

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