How to assess campaign readiness: measuring an organization’s campaign readiness across 7 indicators and identifying what assets to leverage and gaps to fill before launching a campaign.
A presentation from the Land Trust Alliance Rally in September 2014 presented by Graham-Pelton's Senior Vice President, Susan Stover. Topics include: setting the stage for success, campaign planning studies, and moving into campaign mode.
Avoiding Common Capital Campaign MistakesBloomerang
With the economy improving, more nonprofits are launching capital campaigns to reach more people. Sadly, many campaigns stall from a few common mistakes. Brent A. Hafele, M.A. will show you how to avoid these mistakes and make your fundraising campaign a great success.
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsMichael David-Wilson
How to create a comprehensive development plan which includes major and planned gifts and a budget to support it.
How to turn your annual campaign donors into major and planned giving donors.
The benefits of integrating major and planned giving for your agency and mission.
https://bloomerang.co/resources/webinars/
Stephanie Skryzowski will show you the foundation of financial management, why transparency in your financials is important, who should see your financials, how to present the financials, and specific reports and metrics attendees can review and share with stakeholders.
Anne Peyton will show you how to develop a stewardship program, and flip your internal switch from ‘I know I need to, but I never have time!’ to ‘I’m building stronger relationships with my donors, they feel more connected to why we do what we do, and I’m loving it!’
A presentation from the Land Trust Alliance Rally in September 2014 presented by Graham-Pelton's Senior Vice President, Susan Stover. Topics include: setting the stage for success, campaign planning studies, and moving into campaign mode.
Avoiding Common Capital Campaign MistakesBloomerang
With the economy improving, more nonprofits are launching capital campaigns to reach more people. Sadly, many campaigns stall from a few common mistakes. Brent A. Hafele, M.A. will show you how to avoid these mistakes and make your fundraising campaign a great success.
Creating a Comprehensive Dev. Plan Including Major Gifts and Planned GiftsMichael David-Wilson
How to create a comprehensive development plan which includes major and planned gifts and a budget to support it.
How to turn your annual campaign donors into major and planned giving donors.
The benefits of integrating major and planned giving for your agency and mission.
https://bloomerang.co/resources/webinars/
Stephanie Skryzowski will show you the foundation of financial management, why transparency in your financials is important, who should see your financials, how to present the financials, and specific reports and metrics attendees can review and share with stakeholders.
Anne Peyton will show you how to develop a stewardship program, and flip your internal switch from ‘I know I need to, but I never have time!’ to ‘I’m building stronger relationships with my donors, they feel more connected to why we do what we do, and I’m loving it!’
In today’s economic climate, there is more pressure than ever to ensure a steady stream of fundraising revenue and increase fundraising results with limited resources. To meet that challenge one must analyze current fundraising activities and develop an effective annual development plan to capitalize on strengths and improve areas of weakness. At the October 20, 2011 AFP Northeast Indiana luncheon, fundraising consultant Robert Croft, CFRE presented this program to show you how to conduct a self guided development audit to evaluate your current fundraising efforts, which donor metrics are most critical to track for growth, and how to create a plan that is unique to your organization that will improve your fundraising results.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by Richard Sved, NCVO Associate and will help you identify how to plan a strategy and introduce you to new tools that you'll need to monitor your organisations progress.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Find out more about NCVO's practical support on funding: https://www.ncvo.org.uk/practical-support/funding
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by David Warner, London Funders and looks at how to make sure your application stands out.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Presentation from Trustee Conference, 7 November 2016
Rowan Boase, NCVO
Danmore Sithole, African Health Policy Network
Joy Dobbs, St Albans CVS
To find out more about our events, go to: https://www.ncvo.org.uk/training-and-events
Fundraising Intelligence: Measuring Fundraising Return on Investment and the ...fmahunik
Presented by Sally Boucher and Faön Mahunik on 04/29/2011. This presentation defines fundraising return on investment and cover the components that make up the overall income and expense lines in the budget. It also discussed the differences between efficiency and effectiveness as well as the differences in measuring ROI and CRD. Topics that are also covered include: Keys to good metrics and important metrics to measure, Prospect research’s impact on fundraising ROI, and Management metrics and tracking. You can access the webinar recording here: https://wealthengineevents.webex.com/wealthengineevents/lsr.php?AT=pb&SP=EC&rID=3660437&rKey=987a1f518451b890
Love your donors - Developing Donor CareFiona McPhee
Donor care can be proactive and reactive. This session looked at both sides of the fence covering:
* a framework for managing the reactive side - responding to your donors when they contact you so you are building stronger relationships
* ideas for proactive donor care you can test to increase your donor retention and understanding of your donors
In an environment of declining retention rates, standing out from the crowd will take excellent donor care. Knowing how to assess your current level of care, identify gaps and opportunities and make changes to focus on your donors and not your organisation can be challenging. This session looked at frameworks and ideas to start making positive change.
Join nonprofit governance expert Emily Davis in a facilitated conversation to establish the essential roles and responsibilities of any nonprofit board of directors. Defining common language, expectations, and accountability around governance best practices will best serve IASLC’s mission and future. Topics covered will include:
• Foundational governance roles and responsibilities.
• Various “hats” board members’ wear and when to wear each one.
• Shared leadership activities between board and staff.
• Strategies for effective recruitment and retention of board members.
Matching the board members’ passion with the governance essentials will serve to create a strong individual board experience and establish long-term success and sustainability for the board as a whole.
In this presentation Wayne McKenzie CFRE, FFINZ, Senior Consultant at Global Philanthropic shares how to review and develop your fundraising program to please all sides of your organisation.
Visit our website to view the full recording: https://www.blackbaud.com.au/events-webinar-recordings
In today’s economic climate, there is more pressure than ever to ensure a steady stream of fundraising revenue and increase fundraising results with limited resources. To meet that challenge one must analyze current fundraising activities and develop an effective annual development plan to capitalize on strengths and improve areas of weakness. At the October 20, 2011 AFP Northeast Indiana luncheon, fundraising consultant Robert Croft, CFRE presented this program to show you how to conduct a self guided development audit to evaluate your current fundraising efforts, which donor metrics are most critical to track for growth, and how to create a plan that is unique to your organization that will improve your fundraising results.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by Richard Sved, NCVO Associate and will help you identify how to plan a strategy and introduce you to new tools that you'll need to monitor your organisations progress.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Find out more about NCVO's practical support on funding: https://www.ncvo.org.uk/practical-support/funding
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by David Warner, London Funders and looks at how to make sure your application stands out.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Presentation from Trustee Conference, 7 November 2016
Rowan Boase, NCVO
Danmore Sithole, African Health Policy Network
Joy Dobbs, St Albans CVS
To find out more about our events, go to: https://www.ncvo.org.uk/training-and-events
Fundraising Intelligence: Measuring Fundraising Return on Investment and the ...fmahunik
Presented by Sally Boucher and Faön Mahunik on 04/29/2011. This presentation defines fundraising return on investment and cover the components that make up the overall income and expense lines in the budget. It also discussed the differences between efficiency and effectiveness as well as the differences in measuring ROI and CRD. Topics that are also covered include: Keys to good metrics and important metrics to measure, Prospect research’s impact on fundraising ROI, and Management metrics and tracking. You can access the webinar recording here: https://wealthengineevents.webex.com/wealthengineevents/lsr.php?AT=pb&SP=EC&rID=3660437&rKey=987a1f518451b890
Love your donors - Developing Donor CareFiona McPhee
Donor care can be proactive and reactive. This session looked at both sides of the fence covering:
* a framework for managing the reactive side - responding to your donors when they contact you so you are building stronger relationships
* ideas for proactive donor care you can test to increase your donor retention and understanding of your donors
In an environment of declining retention rates, standing out from the crowd will take excellent donor care. Knowing how to assess your current level of care, identify gaps and opportunities and make changes to focus on your donors and not your organisation can be challenging. This session looked at frameworks and ideas to start making positive change.
Join nonprofit governance expert Emily Davis in a facilitated conversation to establish the essential roles and responsibilities of any nonprofit board of directors. Defining common language, expectations, and accountability around governance best practices will best serve IASLC’s mission and future. Topics covered will include:
• Foundational governance roles and responsibilities.
• Various “hats” board members’ wear and when to wear each one.
• Shared leadership activities between board and staff.
• Strategies for effective recruitment and retention of board members.
Matching the board members’ passion with the governance essentials will serve to create a strong individual board experience and establish long-term success and sustainability for the board as a whole.
In this presentation Wayne McKenzie CFRE, FFINZ, Senior Consultant at Global Philanthropic shares how to review and develop your fundraising program to please all sides of your organisation.
Visit our website to view the full recording: https://www.blackbaud.com.au/events-webinar-recordings
Ratings, Overhead, and Measuring Impact: How to Use Your Social Sector Excell...Bloomerang
https://bloomerang.co/resources/webinars/
Richard Neustedter of Nonprofit Financial Specialists, and Barbara O’Reilly, CFRE of Windmill Hill Consulting, will lead an in-depth look at how to combine factors like ratings, overhead, impact into strategic donor communications that showcase qualitative and quantitative results and vision to retain current donors and attract new ones.
April Heyward - Designing and Implementing Service Delivery Models in Researc...April Heyward
Designing and Implementing Service Delivery Models in Research Administration Presentation at the 4th Annual Florida Research Administration Conference (FRAC) at the University of Central Florida (UCF)
Cause marketing offers huge benefits for associations and the companies and nonprofits they work with. This Webinar power point provides examples, explanations and a case study on why cause marketing is growing, how it works and the 12 steps to get started.
Our annual series of Charity Seminars held across the region will this year focus on the various elements involved in building a sustainable charity.
The seminar programme will cover:
• Creating a vision: How to build a resilient organisation and resilient teams
• Turning a vision into a plan: What does a good plan look like and how do you obtain funding?
• Keeping the plan on track: This session will focus on key aspects of financial reporting including the different information requirements of management and trustees
• Effective trustee boards as part of building a sustainable charity
• Real relationships that provide sustainable income
• Why are you here? Achieving impact from your fundraising messages
In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
In today’s environment potential corporate sponsors are closely scrutinizing value received for dollars spent. Discover what the corporate sector is seeking when considering whether to sponsor your activities and what impact this has on your efforts. Successful nonprofit organizations recognize that they must go beyond the standard prospectus outreach if they are to increase sponsorship income. This interactive seminar covers the six critical factors that you can implement to increase corporate sector revenue.
Nonprofit Turn-Arounds: The Road to Recovery When Your Organization Is in the...Bloomerang
http://bloomerang.co/resources/webinars/
Rebecca Davis, PhD, CFRE will give an overview of the turn-around process for nonprofits, discussing the dual bottom-line for nonprofits, the challenges of re-engaging community stakeholders, and the difficult road to recovery when your organization has been in the red.
An introduction to recruiting and using skills based volunteers for nonprofit agencies. This presentation was developed for the 2009 Mental Health Corporations of America. Inc. Summer Conference.
Impact of Development Planning on Fundraising SuccessBloomerang
https://bloomerang.co/resources/webinars/
Join Dr. Adrian Sargeant, Director of the Institute for Sustainable Philanthropy, and Barbara O’Reilly, CFRE, Principal of Windmill Hill Consulting, as they talk about a global research study the Institute recently completed that is the first of its kind to look at how development planning contributes to fundraising results.
2018-07 Systems Integration Best Practices for Integrating Your Business Appl...Raffa Learning Community
How much time does your organizations spend getting data to and from critical business systems such as your donor management, association management, membership and accounting applications? What about time sheets, expense reports and payroll data? Have you made customizations to your systems that make packaged integrations difficult to work with? In this session we will share considerations, best practices and use cases from actual customer integrations that may help you tackle your next integration project.
Join Raffa Technology & BI360 for an informative session on best practice approaches to managing your budget process beyond Microsoft Excel. Come learn how you can help your organization increase productivity, insight and decision making while decreasing the manual keying and inaccuracies inherent with Microsoft Excel. This seminar includes a presentation of the BI360 budgeting and reporting software.
In today’s accounting environment, there is mounting pressure to run leaner while becoming more effective than ever. Meeting deadlines, reviewing or preparing reconciliations and providing support requires new approaches to mitigating errors and compromising the integrity of your SOFP and SOA. It doesn’t have to be that way.
Join nonprofit industry leader Raffa, PC and BlackLine to discover a simpler way to perform your reconciliation process that allows you to focus on analysis, risk mitigation, and value creation for your organization.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
With the ever-increasing threat of viruses, security breaches, and cyber theft, it is important to understand the basics of network and internet security. In this session, you will learn how to pass the security portion of your audit and how to protect your hardware. We will also discuss security in the cloud and Privacy Laws.
This class is beneficial to IT, Operations, and Administrative professionals.
Adam Grant, in a recent Atlantic article, says it best: “People Don’t Actually Know Themselves Very Well.” Do you agree? He argues that your coworkers are much better at rating aspects of your personality than you are. Studying thousands of people at work show that coworkers are more than twice as accurate when asked to assess how stable, dependable, friendly, outgoing and curious you are. In this workshop, we will give you an opportunity to solicit feedback in advance of the workshop, reflect on feedback you’ve received, and provide a safe and confidential environment to explore your blind spots. Those blind spots may be related to the way you see yourself as a manager or leader or perhaps how you think about intergenerational differences. We’ll discuss the importance of self-awareness and provide some tools to help you integrate new knowledge about yourself in practical ways at work.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? Our answer is: it depends. Each nonprofit is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.
This session, led by mark Murphy of Raffa Wealth Management, will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization.
Whether you are in the initial phases of creating your nest egg or revaluating longstanding reserve levels, this session is for you.
Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making.
Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process.
Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT.
Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Russian anarchist and anti-war movement in the third year of full-scale warAntti Rautiainen
Anarchist group ANA Regensburg hosted my online-presentation on 16th of May 2024, in which I discussed tactics of anti-war activism in Russia, and reasons why the anti-war movement has not been able to make an impact to change the course of events yet. Cases of anarchists repressed for anti-war activities are presented, as well as strategies of support for political prisoners, and modest successes in supporting their struggles.
Thumbnail picture is by MediaZona, you may read their report on anti-war arson attacks in Russia here: https://en.zona.media/article/2022/10/13/burn-map
Links:
Autonomous Action
http://Avtonom.org
Anarchist Black Cross Moscow
http://Avtonom.org/abc
Solidarity Zone
https://t.me/solidarity_zone
Memorial
https://memopzk.org/, https://t.me/pzk_memorial
OVD-Info
https://en.ovdinfo.org/antiwar-ovd-info-guide
RosUznik
https://rosuznik.org/
Uznik Online
http://uznikonline.tilda.ws/
Russian Reader
https://therussianreader.com/
ABC Irkutsk
https://abc38.noblogs.org/
Send mail to prisoners from abroad:
http://Prisonmail.online
YouTube: https://youtu.be/c5nSOdU48O8
Spotify: https://podcasters.spotify.com/pod/show/libertarianlifecoach/episodes/Russian-anarchist-and-anti-war-movement-in-the-third-year-of-full-scale-war-e2k8ai4
A process server is a authorized person for delivering legal documents, such as summons, complaints, subpoenas, and other court papers, to peoples involved in legal proceedings.
What is the point of small housing associations.pptxPaul Smith
Given the small scale of housing associations and their relative high cost per home what is the point of them and how do we justify their continued existance
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
3. Agenda
Four Pillars of Fundraising
Assess Campaign Readiness
Prepare For a Campaign
3
4. About me
Vice President of Strategy, Orr Associates, Inc. (OAI)
Lead strategy practice and client engagements
Conducted campaign feasibility studies and
developed campaign plans for a number of
organizations
Over 15 years experience in the nonprofit and
public sectors
4
5. Your turn
Your name, title and organization
Past, current and future campaign experience and
plans
Goals for this session
5
7. Four Pillars of Fundraising
The success of any fundraising effort hinges on the strength of the case,
leadership, donors/prospects, and fundraising systems
Case
• Clear and
compelling reason
for why you are
raising funds and
what will be
different/better as a
result
• Tied to the strategic
vision and plan of
the organization,
with solid metrics
and planning
available to inform
donors how their
investment will be
maximized
Leadership
• Agreement on and
commitment to
campaign initiatives
among staff and
volunteer leadership
• Engaged in
fundraising and
willing to make a
leadership gift and
bring others to the
table
Donors & Prospects
• Engagement and
support of current
donors
• Breadth and depth
of prospect pool
Systems
• Effective and
adequate
fundraising
infrastructure and
systems to raise
campaign funds in
addition to annual
operating support
needs:
• Staffing
• Fundraising
practices
• Prospect/donor
identification and
management
• Database
7
9. Taking Stock
• Needs assessment and revenue gap
• Perception of the organization
• Need for and impact of campaign initiatives
• Is the case clear and compelling?
Case
• Perception of staff and volunteer leadership
• Is staff and volunteer leadership in alignment?
• Level of commitment to and support of campaign and initiatives
• Engagement in fundraising and willingness to support campaign at leadership level
• Availability of campaign leadership
Leadership
• Depth and breadth of donor and prospect pool
• Donor and prospect capacity and willingness to support campaign
• Reaction to campaign goal
• Identification and inclination of lead and major gift prospects
Donors &
Prospects
• Strength and capacity of fundraising systems and infrastructure
• Impact of campaign on annual fundraising
• Establishment of campaign policies (gift acceptance, gift recognition, etc.)
Systems
9
10. Methodology
Document Review & Data Pulls
• Needs assessment
• Fundraising trends and performance
• Size, capacity, and inclination of donor/prospect pool
• Fundraising collateral
• Fundraising processes and procedures
Research
• Peer/competitor research
• Prospect research
Interviews
• Staff
• Board
• Donors
• Prospects
10
11. Outcome of Assessment
The assessment will help you determine:
If you should proceed with the campaign
The appropriate structure, goal, and timeframe for the campaign
What gaps you need to fill before launching the campaign
11
Case
• Perception of the
organization
• Reaction to the
campaign initiatives
• Messages that
resonate
Leadership
• Perception of staff
and volunteer
leaders
• Leadership
alignment
• Commitment to
campaign initiatives
and willingness to
support campaign
• Potential campaign
leadership
Donors & Prospects
• If have the
donors/prospects
needed
• Realistic campaign
goal
• Identification of
lead and major
donors and
prospects
• Willingness to
support the
campaign
Systems
• Staff and
infrastructure needs
12. Your Turn
Have you done this type of assessment?
What did you learn?
What challenges did you face?
What was the outcome of the process?
12
14. Campaign Readiness
Finalize campaign initiatives
Finalize case statement, incorporating feedback from
assessment
Develop other campaign collateral materials (printed
and online)
Develop talking points
Ensure alignment across all communication
materials
14
Case Leadership
Donors &
Prospects
Systems
15. Campaign Readiness
15
Case Leadership
Donors &
Prospects
Systems
Staff
• Address any alignment gaps
• Conduct needed training
• Identify prospects from
network
• Assign prospects
• CEO: 10-30
• CDO: 50
• MGO: 75-125
• Provide needed materials
and staff support
Board
• Address any alignment gaps
• Cultivate and secure gifts
from all board members (40-
60% of campaign goal)
• Identify board liaison to
campaign
• Conduct needed training
• Identify prospects from
network
• Assign prospects (1-3)
• Provide needed materials
and staff support
Campaign Committee
• Determine campaign
committee structure
• Develop job descriptions
• Recruit chair
• With chair, recruit committee
members
• Secure gifts from all
committee members
• Schedule regular committee
meetings
• Conduct needed trainings
• Identify prospects from
network
• Assign prospects:
• Chair: 10-15
• Member: 5-10
• Provide need materials and
staff support
16. Sample: Campaign Committee
Organizational Chart
Campaign Co-
Chair(s)
Committee
Member
Committee
Member
Committee
Member
Committee
Member
Committee
Member
Committee
Member
Committee
Member
Committee
Member
Honorary
Campaign
Chair(s)
16
Campaign committee members can represent/be responsible for certain
industries (finance, defense, energy, etc.) and/or geographic areas,
whatever is most appropriate to your organization and campaign
16
17. Sample: Campaign Committee Expectations
17
Responsibilities
Honorary Campaign
Co-Chair
Campaign Co-Chair
Campaign Committee
Member
Duration of responsibilities 3 years 3 years 3 years
Lend name to campaign marketing
materials
√ √ √
Represent the campaign at major public
events and key cultivation opportunities
√ √
Help identify and recruit Campaign
Committee Members
√
Attend all meetings of the Campaign
Committee
√
(preside at quarterly meetings)
√
Make a significant personal gift to the
campaign
√ √ √
Attend
Board meetings and report on results of
the campaign
√
Participate in meetings and calls with
key staff and volunteer leadership
√ √
Identify and help develop strategies for
lead and major gift prospects
√ √
Willingness to cultivate and solicit lead
and major gift prospects
√
(minimum of 10)
√
(minimum of 5)
18. Campaign Readiness
Determine appropriate campaign goal
Develop gift table
Identify prospects at each level, particularly lead and
major gift levels
4 prospects per needed gift
Assign prospects
Develop strategies for top prospects
18
Case Leadership
Donors &
Prospects
Systems
19. Sample: Gift Table
19
Gift Level
Number
of Gifts
Total
Cumulative
Total
Cumulative
%
3 : 1 Ratio 4:1 Ratio
$5,000,000 1-2 $5,000,000 $5,000,000 33% 3 4
$2,500,000 1-2 $2,500,000 $7,500,000 50% 3 4
$1,000,000 1-2 $1,000,000 $8,500,000 57% 3 4
$750,000 2 $1,500,000 $10,000,000 67% 6 8
$500,000 3 $1,500,000 $11,500,000 77% 9 12
$250,000 5 $1,250,000 $12,750,000 85% 15 20
$100,000 8 $800,000 $13,550,000 90% 24 32
$50,000 12 $600,000 $14,150,000 94% 36 48
$25,000 15 $375,000 $14,525,000 97% 45 60
$10,000 20 $200,000 $14,725,000 98% 60 80
$5,000 30 $150,000 $14,875,000 99% 90 120
<$5000 many $125,000 $15,000,000 100% many many
Total $15,000,000
Prospect Pool
Required
LeadMajorGeneral
20. Campaign Readiness
Hire Major Gift Officers (MGOs) and support staff, as needed
Assign responsibilities across leadership and fundraising staff: CEO, CDO, MGOs, fundraising
support staff, board and campaign committee
Develop systems and infrastructure around prospect identification and cultivation
Event calendar
Communication calendar
Monthly prospecting meeting
Establish moves management protocols
Develop systems around donor solicitation and stewardship
Gift acceptance policies
Giving circles and gift recognition
Pledge period and agreement
Thank you letters
Donor reports
Finance coordination
Develop and maintain donor database
Prospect research
20
Case Leadership
Donors &
Prospects
Systems
21. Campaign Launch
Determine timeframe for launch of the campaign
Silent phase:
Infrastructure, systems and messaging in place
Raise 60-80% of campaign goal
100% of board contributed
100% of campaign committee contributed
Most, if not all, of major and lead gift donors contributed
Public phase:
Determine public launch
What, when, where, how, who
21