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Capital Campaign
Communications: Creating a
Powerful Case for Support 

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Before we get started »
3
https://bloomerang.co/demo/video
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Our guest presenter »
Sarah Durham
@bigducksarah
• Founder of Big Duck
• Author of Brandraising: How
Nonprofits Raise Visibility 

and Money Through Smart
Communications (Jossey-Bass/
Wiley, 2010)
• Featured in NPR, The Chronicle of
Philanthropy, Guidestar
• named a "top fundraiser under 40"
by Fundraising Success magazine in
2006, and one of the most
influential women in technology by
Fast Company magazine in 2010
Capital
Campaigns
communications
Smart communications 

for nonprofits
b
Sarah Durham
CEO
@BigDuckSarah
@BigDuck
#brandraising
bigducknyc.com/about/sarah-durham
‣ What donors want, and where capital campaigns fit in
‣ How most capital campaigns are structured
‣ How to communicate effectively throughout your campaign
Today:
Let’s talk 

about your
donors
I want to make a huge
donation today!
Captionforphoto
ladder of engagement
ladder of engagement
Title Text
Smart communications 

for nonprofits
Appendix
26
Section 1: Improve Giving Through
Donor Segmentation and Behavior Change
Section 2: Other Opportunities
to Improve Giving
Executive Summary Introduction to $FG 2015 Beyond $FG 2015
Donors react by shutting out the “noise” and reverting to comfortable,
familiar giving habits
1. $FG 2015 Quantitative Survey, question 27a. Did you also make a gift to this organization in 2013 and plan for 2015
2. $FG 2015 Quantitative Survey, questions 13-20. Did you spend time researching this or any other organization? Please list all types of information you were looking for. What were your primary reasons for doing this research?
3. Researched, or Researched and Talked To
4. $FG 2015 Quantitative Survey, question 10. Please rate your agreement with the following statement. “I prefer to give to well known, “name brand” nonprofits”
High Levels of Loyalty
to Primary Causes1
Low Levels
of Research2
Only 13% of donors intend to give
to different nonprofits next year
$FG 20153
38%
Researches at
least 1 donation
per year
Researches
performance 33%
9%
Compares
organizations
67%
Prefer to Give to
Well-Known Nonprofits4
30%
19%
12%
61%
Strongly
Agree
Agree
Somewhat
Agree
54% of donors prefer to give
to local or regional nonprofits
The Challenge and The Opportunity Levers for Change Reframing Giving Donor Segments Segmentation Toolkit Recommendations to Optimize Giving
Camber Collective “Money for Good” Report
Title Text
Smart communications 

for nonprofits
Appendix
39
Section 1: Improve Giving Through
Donor Segmentation and Behavior Change
Section 2: Other Opportunities
to Improve Giving
Executive Summary Introduction to $FG 2015 Beyond $FG 2015
$FG 2015 identified five donor segments
Download a copy of the Segmentation Toolkit at www.CamberCollective.com/MoneyForGood
THE UNAWARE
POTENTIAL
Jennifer
THE CAUTIOUS
STRIVER
Jacob
THE BUSY
IDEALIST
Jill
THE CONTENTED
BENEFACTOR
John
THE UNENGAGED
CRITIC
James
20% of donors
“Giving has been part
of my life for some time,
and it makes me happy.”
15% of donors
“I try to find the time
and money, and I wish
I could do more.”
14% of donors
“I want to pay it forward,
but I’m not yet in a
position to do so.”
28% of donors
“Giving is just not a
priority for me.”
23% of donors
“I have the money
but I don’t see the
point in giving.”
The Challenge and The Opportunity Levers for Change Reframing Giving Donor Segments Segmentation Toolkit Recommendations to Optimize Giving
Camber Collective “Money for Good” Report
What’s the why?
What does your
donor really care
about?
‣ Acknowledgement of gift received, preferably personal
‣ Assurance the gift was ‘set to work’ as intended
‣ Confidence the program is having the desired effect
What donors want most:
“What Donors Want” Cygnus Applied Research / P. Burk
How do they
want you to
communicate
with them?
Source:CamberCollective
Capital campaign
communications
‣ Quiet phase
• Leadership / cabinet / lead donors
• Major gifts
‣ Public phase
Campaigns:
‣ Campaign feasibility and plan
‣ Concepts
‣ Case statement (quiet phase)
‣ Concept and case adaptations (quiet and public phase)
Sequence:
Do you need a
consultant?
Quiet phase / lead donors Public Phase / all donors
Case statement (printed, digital) Special mailings
Regular updates Updates in regular communications
Folder / inserts
Brochure
Microsite or area on website
Materials:
The right stuff
Captionforphoto
Inspire:
This is a rare
opportunity. 

Maybe even a
legacy.
Captionforphoto
‣ Impact-oriented
‣ Audience-centric
‣ Compelling visuals and language
‣ Aligns with your brand
‣ Uncomplicated
‣ Inclusive
Grab them in the kishkes.
Captionforphoto
Captionforphoto
Captionforphoto
Inform:
Give them what
they need to
understand it.
‣ Appropriate level of detail
‣ Personalize for their interests
‣ Provided in a way that reflects their mindset / POV
‣
Provide substance.
Captionforphoto
Reassure:
You’ll spend this
money wisely.
Captionforphoto
‣ Buttoned-up execution
‣ Credible and professional
‣ Reassuring
‣ Shareable
‣
This is a good investment.
Captionforphoto
Resources
What it Takes
to be Great
The Top Five Factors of Successful 

Nonprofit Communications Teams
E-BOOK
bigducknyc.com/podcasts
INTRODUCING
The Smart
Communications
Podcast
Achieve more
Putting strategy to work for your nonprofit
E-BOOK
bigducknyc.com/strategy-ebook
‣ Building a nonprofit brand that sticks workshop 

November 14, New York
Learn with Big Duck
https://bigducknyc.com/events
Brandraising
Benchmark
REPORT
FlickrmemberGedCarroll
bigducknyc.com/brandraising-benchmark
Questions?
https://bloomerang.co/resources
•Nonprofit Wrap-Up
•Bloomerang TV
•Bloomies
•eBooks
•Daily blog post
•Weekly webinars
•Templates
•Guides
Upcoming free webinars »
10/25, 1pm eastern
Hot Marketing and Messaging Tips 

for Year-End Campaign
Chris Hammond & Brittany LaGanke
https://bloomerang.co/resources/webinars

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Capital Campaign Communications: Creating a Powerful Case for Support

  • 1. Capital Campaign Communications: Creating a Powerful Case for Support 
 The presentation will begin shortly. For best audio quality, dial in by phone.
 (check your email for 
 dial-in info from ReadyTalk)
  • 2. 3 This presentation is being recorded! 
 The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone.
 (check your email for dial-in info from ReadyTalk) Before we get started »
  • 4. 3 Our guest presenter » Sarah Durham @bigducksarah • Founder of Big Duck • Author of Brandraising: How Nonprofits Raise Visibility 
 and Money Through Smart Communications (Jossey-Bass/ Wiley, 2010) • Featured in NPR, The Chronicle of Philanthropy, Guidestar • named a "top fundraiser under 40" by Fundraising Success magazine in 2006, and one of the most influential women in technology by Fast Company magazine in 2010
  • 6. b
  • 8. ‣ What donors want, and where capital campaigns fit in ‣ How most capital campaigns are structured ‣ How to communicate effectively throughout your campaign Today:
  • 10. I want to make a huge donation today! Captionforphoto
  • 13. Title Text Smart communications 
 for nonprofits Appendix 26 Section 1: Improve Giving Through Donor Segmentation and Behavior Change Section 2: Other Opportunities to Improve Giving Executive Summary Introduction to $FG 2015 Beyond $FG 2015 Donors react by shutting out the “noise” and reverting to comfortable, familiar giving habits 1. $FG 2015 Quantitative Survey, question 27a. Did you also make a gift to this organization in 2013 and plan for 2015 2. $FG 2015 Quantitative Survey, questions 13-20. Did you spend time researching this or any other organization? Please list all types of information you were looking for. What were your primary reasons for doing this research? 3. Researched, or Researched and Talked To 4. $FG 2015 Quantitative Survey, question 10. Please rate your agreement with the following statement. “I prefer to give to well known, “name brand” nonprofits” High Levels of Loyalty to Primary Causes1 Low Levels of Research2 Only 13% of donors intend to give to different nonprofits next year $FG 20153 38% Researches at least 1 donation per year Researches performance 33% 9% Compares organizations 67% Prefer to Give to Well-Known Nonprofits4 30% 19% 12% 61% Strongly Agree Agree Somewhat Agree 54% of donors prefer to give to local or regional nonprofits The Challenge and The Opportunity Levers for Change Reframing Giving Donor Segments Segmentation Toolkit Recommendations to Optimize Giving Camber Collective “Money for Good” Report
  • 14. Title Text Smart communications 
 for nonprofits Appendix 39 Section 1: Improve Giving Through Donor Segmentation and Behavior Change Section 2: Other Opportunities to Improve Giving Executive Summary Introduction to $FG 2015 Beyond $FG 2015 $FG 2015 identified five donor segments Download a copy of the Segmentation Toolkit at www.CamberCollective.com/MoneyForGood THE UNAWARE POTENTIAL Jennifer THE CAUTIOUS STRIVER Jacob THE BUSY IDEALIST Jill THE CONTENTED BENEFACTOR John THE UNENGAGED CRITIC James 20% of donors “Giving has been part of my life for some time, and it makes me happy.” 15% of donors “I try to find the time and money, and I wish I could do more.” 14% of donors “I want to pay it forward, but I’m not yet in a position to do so.” 28% of donors “Giving is just not a priority for me.” 23% of donors “I have the money but I don’t see the point in giving.” The Challenge and The Opportunity Levers for Change Reframing Giving Donor Segments Segmentation Toolkit Recommendations to Optimize Giving Camber Collective “Money for Good” Report
  • 15. What’s the why? What does your donor really care about?
  • 16. ‣ Acknowledgement of gift received, preferably personal ‣ Assurance the gift was ‘set to work’ as intended ‣ Confidence the program is having the desired effect What donors want most: “What Donors Want” Cygnus Applied Research / P. Burk
  • 17. How do they want you to communicate with them? Source:CamberCollective
  • 19. ‣ Quiet phase • Leadership / cabinet / lead donors • Major gifts ‣ Public phase Campaigns:
  • 20. ‣ Campaign feasibility and plan ‣ Concepts ‣ Case statement (quiet phase) ‣ Concept and case adaptations (quiet and public phase) Sequence:
  • 21. Do you need a consultant?
  • 22. Quiet phase / lead donors Public Phase / all donors Case statement (printed, digital) Special mailings Regular updates Updates in regular communications Folder / inserts Brochure Microsite or area on website Materials:
  • 24. Captionforphoto Inspire: This is a rare opportunity. 
 Maybe even a legacy. Captionforphoto
  • 25. ‣ Impact-oriented ‣ Audience-centric ‣ Compelling visuals and language ‣ Aligns with your brand ‣ Uncomplicated ‣ Inclusive Grab them in the kishkes.
  • 28.
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  • 32. ‣ Appropriate level of detail ‣ Personalize for their interests ‣ Provided in a way that reflects their mindset / POV ‣ Provide substance.
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  • 38. ‣ Buttoned-up execution ‣ Credible and professional ‣ Reassuring ‣ Shareable ‣ This is a good investment.
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  • 44. What it Takes to be Great The Top Five Factors of Successful 
 Nonprofit Communications Teams E-BOOK bigducknyc.com/podcasts INTRODUCING The Smart Communications Podcast
  • 45. Achieve more Putting strategy to work for your nonprofit E-BOOK bigducknyc.com/strategy-ebook
  • 46. ‣ Building a nonprofit brand that sticks workshop 
 November 14, New York Learn with Big Duck https://bigducknyc.com/events
  • 48.
  • 51. Upcoming free webinars » 10/25, 1pm eastern Hot Marketing and Messaging Tips 
 for Year-End Campaign Chris Hammond & Brittany LaGanke https://bloomerang.co/resources/webinars