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Successful Campaign
         Interventions
                   Tim Weidmann
Two war stories. As campaign director, I produced necessary repo-
 sitioning for Northwestern University’s Medical and Engineering
 campaigns, in order for those campaigns to become successful.
Introduction
• Usually we hear how a campaign failed rather
  than how a campaign was rescued
  – This presentation tells of rescuing two campaigns
     • There should be more stories like these


• My personal and professional skills, acuity,
  experience and honesty made the following
  rescues possible
  – Those qualities are available to you
Two big problems
• Became director of $65 million medical
  campaign, when it was at $33 million and
  about to launch the public phase
  – Campaign counting had been done too liberally,
    which led to subtracting $6 million from total
     • Took control of campaign at $27 million not $33 million
• Given prospect list for campaign
  – Met with 12 top prospects; discovered no interest
    in giving to medicine
What was done?
• $6 million less than expected was “just the
  facts”
  – Way to deal with that was “suck it up, and get on
    with it”
     • Reviewed campaign staff and made changes
• But uninterested prospects was deal-breaker
  – Not to fix that would sink the campaign
• Contacted peer institutions, which had
  conducted successful medical campaigns
Paradigm shift
• Peer institutions feedback:
  – Only way to conduct successful medical campaign
    was to get gifts from wealthy grateful patients
  – Nobody had formula for finding grateful patients
  – Original prospect list had NO grateful patients
• Discovered that wealthy grateful patients self-
  identified when they said, “Gee, doc, you
  saved my life. What can I do for you?”
• “What can I do for you” was the key phrase
Action
• Asked Dean to appear regularly in front of his
  monthly meeting of department chairs to talk
  about need to identify grateful patients
  – After second meeting, Director of Cancer Center
    called Development Office to say that “golden
    moment” had happened with a family called Lurie
• Met with Lurie’s and they decided to give $12.5
  million to name Cancer Center
• After this, physicians regularly called about
  “golden moments”
Medical Campaign
• The $65 million medical campaign came in at
  $128 million
  – Wealthy grateful patients were the primary
    donors
• While we were building grateful patient
  fundraising at the Med School, we also built
  mega-gift fundraising for the university
Discouragement: Why?
• Became director of Northwestern’s
  engineering campaign when it had achieved
  $40 million toward its goal of $67 million
  – $40 million, however, amounted to NO large gifts
    from wealthy alumni or friends
     • $30 million gift was to name the School, given by a
       large metropolitan foundation, and $10 million was
       being counted from various state and federal grants
• No large gifts from constituency was the cause
  of frustration
Important Discovery
• Visited top 12 prospects for the campaign
• All were willing to give to the campaign
  – BUT all of them said they were NOT willing to give
    a large gift
     • Why not? Because “Mr. Murphy did it all.”
• Either because no one had asked “why not?”
  before OR because prior fundraisers were
  afraid to report the answer, this was NEW
  information
Campaign Deal-Breaker
• “Mr. Murphy did it all” was deal-breaker
  – It meant that wealthy alumni and friends of the
    School believed that the School really did NOT
    need the campaign
     • The myth said that Mr. Murphy’s gifts had provided
       enough money for engineering forever
• If the campaign was to be successful, that
  Murphy MYTH needed to be de-fused
De-Mythologizing
• Created campaign newsletter
• Headline of first edition, “Mr. Murphy did NOT
  do it all”
  – Article told truth about Mr. Murphy’s gifts in the
    late 1930s and early 1940s and their status today
• In that edition also, covered two $3 million
  gifts to the campaign, one from a wealthy
  alum who was disabused of the Murphy myth
Engineering Campaign
• After fitful start, campaign came in at $114.5
  million toward its original goal of $67 million
  – With many large gifts from wealthy alumni and
    friends of the School of Engineering
• That was made possible
  – ONLY by facing up to and de-fusing the
    “mythological” factor that undercut entire
    campaign
Conclusion
• Campaigning = complex process that warrants
  close attention
  – Presentation relates how two campaigns would have
    failed without decisive interventions
     • The interventions changed the ways the campaigns were
       conducted
  – Chairs and steering committees of both campaigns
    had to be briefed and approve those interventions
     • As well as the VP Development and President of the
       University
• Each intervention was a “breakthrough” that
  worked stunningly well

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Successful Campaign Interventions: Two War Stories

  • 1. Successful Campaign Interventions Tim Weidmann Two war stories. As campaign director, I produced necessary repo- sitioning for Northwestern University’s Medical and Engineering campaigns, in order for those campaigns to become successful.
  • 2. Introduction • Usually we hear how a campaign failed rather than how a campaign was rescued – This presentation tells of rescuing two campaigns • There should be more stories like these • My personal and professional skills, acuity, experience and honesty made the following rescues possible – Those qualities are available to you
  • 3. Two big problems • Became director of $65 million medical campaign, when it was at $33 million and about to launch the public phase – Campaign counting had been done too liberally, which led to subtracting $6 million from total • Took control of campaign at $27 million not $33 million • Given prospect list for campaign – Met with 12 top prospects; discovered no interest in giving to medicine
  • 4. What was done? • $6 million less than expected was “just the facts” – Way to deal with that was “suck it up, and get on with it” • Reviewed campaign staff and made changes • But uninterested prospects was deal-breaker – Not to fix that would sink the campaign • Contacted peer institutions, which had conducted successful medical campaigns
  • 5. Paradigm shift • Peer institutions feedback: – Only way to conduct successful medical campaign was to get gifts from wealthy grateful patients – Nobody had formula for finding grateful patients – Original prospect list had NO grateful patients • Discovered that wealthy grateful patients self- identified when they said, “Gee, doc, you saved my life. What can I do for you?” • “What can I do for you” was the key phrase
  • 6. Action • Asked Dean to appear regularly in front of his monthly meeting of department chairs to talk about need to identify grateful patients – After second meeting, Director of Cancer Center called Development Office to say that “golden moment” had happened with a family called Lurie • Met with Lurie’s and they decided to give $12.5 million to name Cancer Center • After this, physicians regularly called about “golden moments”
  • 7. Medical Campaign • The $65 million medical campaign came in at $128 million – Wealthy grateful patients were the primary donors • While we were building grateful patient fundraising at the Med School, we also built mega-gift fundraising for the university
  • 8. Discouragement: Why? • Became director of Northwestern’s engineering campaign when it had achieved $40 million toward its goal of $67 million – $40 million, however, amounted to NO large gifts from wealthy alumni or friends • $30 million gift was to name the School, given by a large metropolitan foundation, and $10 million was being counted from various state and federal grants • No large gifts from constituency was the cause of frustration
  • 9. Important Discovery • Visited top 12 prospects for the campaign • All were willing to give to the campaign – BUT all of them said they were NOT willing to give a large gift • Why not? Because “Mr. Murphy did it all.” • Either because no one had asked “why not?” before OR because prior fundraisers were afraid to report the answer, this was NEW information
  • 10. Campaign Deal-Breaker • “Mr. Murphy did it all” was deal-breaker – It meant that wealthy alumni and friends of the School believed that the School really did NOT need the campaign • The myth said that Mr. Murphy’s gifts had provided enough money for engineering forever • If the campaign was to be successful, that Murphy MYTH needed to be de-fused
  • 11. De-Mythologizing • Created campaign newsletter • Headline of first edition, “Mr. Murphy did NOT do it all” – Article told truth about Mr. Murphy’s gifts in the late 1930s and early 1940s and their status today • In that edition also, covered two $3 million gifts to the campaign, one from a wealthy alum who was disabused of the Murphy myth
  • 12. Engineering Campaign • After fitful start, campaign came in at $114.5 million toward its original goal of $67 million – With many large gifts from wealthy alumni and friends of the School of Engineering • That was made possible – ONLY by facing up to and de-fusing the “mythological” factor that undercut entire campaign
  • 13. Conclusion • Campaigning = complex process that warrants close attention – Presentation relates how two campaigns would have failed without decisive interventions • The interventions changed the ways the campaigns were conducted – Chairs and steering committees of both campaigns had to be briefed and approve those interventions • As well as the VP Development and President of the University • Each intervention was a “breakthrough” that worked stunningly well