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Global Reach. Personalized Guidance.
Fundraising. Development Services. Strategic Consulting.

1
About CCS
•

Leading fundraising consulting and
management firm

•

Professional services firm dedicated to
advancing philanthropy in the non-profit sector

•

Founded in 1947

•

Largest and most experienced
permanent staff

•

Varied and flexible client engagements

•

Clients are among the most recognizable
brands in philanthropy nationally and
internationally

•

Experience across every non-profit sector

•

Headquartered in New York, with offices in San
Francisco, Chicago, Baltimore, Washington,
D.C., Boston, St. Louis, Seattle, Irvine, London,
Dublin, and Toronto
2

Helping Extraordinary People
Champion Inspirational Causes
The CCS Difference
More Resources

Experts in
Philanthropy

Experienced

Flexible

Repeat Clients

Active
Management

Comprehensive

Return On
Investment

Collaborative

Sustainable

Achievable
Recommendations

Local and Sector
Knowledge

Greater Capacity
Greater Impact

Commitment to
Your Mission

Greater Good
3
Selection of Current and Recent National
Clients

4
Selection of Current and Recent
Southern California Clients

5
Development Services
Comprehensive Campaign Planning, Management and Direction our
collaborative and comprehensive approach ensures successful campaigns through:


On-site resident management combined with strategic advice and counsel



Prospect prioritization, strategy, research, and moves management



Case development and collateral materials



Briefing books, solicitation strategy papers, and proposal development



Campaign plan development



Campaign communications plans including newsletters, web content, and
mailings



Integration of ePhilanthropy and social media strategies



Timetables and developing campaign benchmarks



Leadership strategy , recruitment, training and staffing



Campaign collateral and promotional materials

6
Development Services


Feasibility and Planning Studies are defined by extensive strategic
conversations, volunteer engagement, and momentum-driving implementation



Development Office Management includes transition guidance and interim
leadership, including budget creation and tracking, executive searches and
development staffing, position creation, recruitment, placement, and training



Major Gift Acceleration and Enhancement projects benchmark organizations
against peer institutions and target the key messages and materials for donors
and prospects along with leadership training



Case Development and Refinement allows organizations to define key case
components and messages and develop creative, stimulating cases, brochures
and materials

7
Strategic Consulting Services


Development Audits involve comprehensive analysis of development
organizations, their structure, results potential, staffing, resources, volunteer
budgets, and information systems.



Analytics, Benchmarking and Predictive Modeling our dedicated Analytics
Department provides data mining and analysis and predictive modeling to
develop tailored constituent strategies for our clients



Prospect Screening Solutions provide prospect identification, research, rating
and management through our in-house expertise and direct access to leading
research technology through strategic partnerships with top screening firms,
including Blackbaud’s Target Analytics, WealthEngine, and Donor Search

8
Strategic Consulting Services


Board Development individualized board and trustee development, including
identification, recruitment, and orientation through training seminars, role playing,
and customized board retreats



Custom Learning offers for development professionals that offers customized
learning programs designed to suit the specific needs of non-profit organizations



Corporate and Strategic Partnerships includes the identification of mutually
beneficial opportunities and partnerships to enhance and strengthen existing
relationships, as well as pursue and strategize new partnership opportunities



Social Media helps non-profits to enhance their online presence by designing
custom social media strategies that ensure brand integrity and compliance with
digital mediums and best practices, including website audits, social media
footprint assessments, social media campaigns, and conduct custom trainings

9
Client Spotlight:
Habitat for Humanity of Greater Los Angeles
CCS has been privileged to work with Habitat for Humanity of Greater Los
Angeles on two campaign initiatives. The first effort came during the More Than
Houses Campaign where the affiliate, then known as Habitat for Humanity Long
Beach/South Bay, raised over $10 million to substantially increase its own
building capacity. CCS was again engaged in 2008 with the early phases of a
comprehensive fundraising campaign to build and renovate over 500 homes in
the greater Los Angeles community. One of the focuses of the effort was the
successful completion of the Jimmy Carter Work Project. The overall $47.5
million goal was exceeded and more than $50 million was raised during the
campaign.

10
Client Spotlight:
MusiCares Foundation
Founded by The Recording Academy in 1989, MusiCares provides confidential
emergency health and human services and addiction recovery resources to
music people in need. MusiCares also provides workshops on health essentials,
medical and dental clinics, specific clinics for mammograms and flu shots, and
health fairs which include screenings and other general medical information and
services. CCS led the $10 million campaign to expand existing services, add a
new program of low-cost housing, and fund an endowment, in conjunction with
the organization's 20th Anniversary. Over $12 million was raised through this
campaign, the organization’s first campaign ever mounted.

11
Client Spotlight:
Pasadena Conservatory of Music
For nearly 30 years, the Pasadena Conservatory of Music has been the
community’s music school, proudly offering a comprehensive curriculum of music
study to students young and old. The Milestones: Building On Success campaign
was launched to address the Conservatory’s need to expand its campus, build its
programs, introduce new classes, provide new performance spaces, and
upgrade its existing buildings and mechanical systems. CCS partnered with the
Conservatory on a comprehensive feasibility and planning study and then
transitioned to campaign management on the organization’s $7.5 million
campaign. To date, the campaign has raised more than $6.5 million in less than
18 months and is on target to reach and exceed the campaign goal.

12
Client Spotlight:
Pacific Symphony
In just 33 years, the Pacific Symphony has emerged as perhaps the last great
American orchestra founded in the U.S. Pacific Symphony’s vision is to redefine
the ways in which an orchestra can transform its community, energize youth, and
excel artistically. Pacific Symphony envisioned a campaign designed to expand
its core programs and build its endowment. After completing a comprehensive
feasibility and planning study, CCS recommended a $25 million effort with $15
million identified for endowment and $10 million for programs. CCS partnered
with the Symphony to provide early campaign management services to help
launch the effort, including developing the case, building the prospect list,
recruiting leadership, and finalizing the campaign plan.

13
Client Spotlight:
San Joaquin Community Hospital
CCS was retained by San Joaquin Community Hospital to assist with the design
and implementation of a $5 million capital campaign for the construction of the
hospital's Cancer Center. The effort was designed to incorporate all constituents
in an attempt to achieve broad-based community support. Specific approaches
were developed for major gift prospects, hospital and foundation leaders,
employees, physicians, current and previous donors, grateful patients and other
members of the community. In just over a year, the campaign raised over $5.9
million, receiving more five-, six-, and seven-figure gifts than in the previous 11
years combined. The employee phase of the campaign raised more than
$500,000, and physicians have become engaged in philanthropy like never
before.

14
Client Spotlight:
St. Monica Catholic Community
After nearly ten years of planning and more than five years of fundraising, St.
Monica Catholic Community celebrated the opening of its Community Center
complex. The November 3, 2013 ceremony led by Archbishop Jose H. Gomez
signaled the beginning of a new era for the vibrant Westside Catholic
congregation.
The new 100,000 square-ft. facility, designed by Pica + Sullivan Architects, Ltd,
includes the Tina and Rick Caruso Community Center, Grand Pavilion and Grand
Patio, the Carol G. Simon Child and Student Center, and a 175-car, two-and-ahalf level subterranean parking structure. To date, St. Monica Catholic community
has raised over $30.8 million toward the project through Celebrating Our
Blessings, Building Our Future, Together. CCS is proud to have partnered with
St. Monica on its extraordinary campaign.

15
Client Spotlight:
UC Irvine Chao Family Comprehensive Cancer Center
CCS was retained by the University of California, Irvine's Chao Family
Comprehensive Cancer Center to conduct a comprehensive planning study and
readiness assessment in preparation for its $110 million campaign to support
research, faculty recruitment and retention, expanded clinical programs, and
expanded clinical trials. Following the conclusion of the study, CCS was retained
to provide management and consulting services to the campaign and to help
establish the fundraising department for Cancer Center development. To date,
nearly $50 million has been raised, thanks in large measure to an active
committee of 29 faculty leaders, commitment from University leadership, a
talented staff, and a strong base of grateful patients and community
philanthropists. The campaign is scheduled to run through the end of 2015.

16
About Chris Looney
Chris Looney was born into fundraising as the son of two of the
country’s most respected development professionals. Now in his 15th
year with CCS, Chris maintains responsibility for managing the firm’s
operations in Southern California. Chris is passionate about working
collaboratively with his clients to help them realize their needs and
vision through transformational giving.
Chris has assisted hundreds of institutions on major fundraising
initiatives raising hundreds of millions of dollars for organizations large
and small. Unlocking the potential for his clients is what fuels Chris’
passion for the work. Chris serves a diverse portfolio of clients across
the nonprofit spectrum — including schools and universities, hospitals,
museums and symphonies, social service agencies, and faith-based
communities. An author, a teacher, a mentor, a strategist, and a
lifelong learner, Chris supervises and counsels but is most
comfortable in the trenches creating solutions as a thought and action
partner.
Through his expertise in conducting development audits and
assessments, building strategic fundraising and campaign plans,
completing feasibility and planning studies, running annual and capital
campaigns, developing major gift solicitation strategies, case and
proposal writing, and coaching and training, Chris is committed to
advancing the missions of the organizations that he serves.
17

Chris Looney,
Corporate Vice
President & Managing
Director
Contact Information
Christopher Looney
Corporate Vice President & Managing Director
CCS
clooney@ccsfundraising.com
Office | 949.954.5252
Toll Free | 800.227.3834
www.ccsfundraising.com

http://www.linkedin.com/in/chrislooney

https://twitter.com/CCSFundraising
https://twitter.com/5ToolFundraiser

https://www.facebook.com/ccsfundraising

18

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Chris Looney and CCS

  • 1. Global Reach. Personalized Guidance. Fundraising. Development Services. Strategic Consulting. 1
  • 2. About CCS • Leading fundraising consulting and management firm • Professional services firm dedicated to advancing philanthropy in the non-profit sector • Founded in 1947 • Largest and most experienced permanent staff • Varied and flexible client engagements • Clients are among the most recognizable brands in philanthropy nationally and internationally • Experience across every non-profit sector • Headquartered in New York, with offices in San Francisco, Chicago, Baltimore, Washington, D.C., Boston, St. Louis, Seattle, Irvine, London, Dublin, and Toronto 2 Helping Extraordinary People Champion Inspirational Causes
  • 3. The CCS Difference More Resources Experts in Philanthropy Experienced Flexible Repeat Clients Active Management Comprehensive Return On Investment Collaborative Sustainable Achievable Recommendations Local and Sector Knowledge Greater Capacity Greater Impact Commitment to Your Mission Greater Good 3
  • 4. Selection of Current and Recent National Clients 4
  • 5. Selection of Current and Recent Southern California Clients 5
  • 6. Development Services Comprehensive Campaign Planning, Management and Direction our collaborative and comprehensive approach ensures successful campaigns through:  On-site resident management combined with strategic advice and counsel  Prospect prioritization, strategy, research, and moves management  Case development and collateral materials  Briefing books, solicitation strategy papers, and proposal development  Campaign plan development  Campaign communications plans including newsletters, web content, and mailings  Integration of ePhilanthropy and social media strategies  Timetables and developing campaign benchmarks  Leadership strategy , recruitment, training and staffing  Campaign collateral and promotional materials 6
  • 7. Development Services  Feasibility and Planning Studies are defined by extensive strategic conversations, volunteer engagement, and momentum-driving implementation  Development Office Management includes transition guidance and interim leadership, including budget creation and tracking, executive searches and development staffing, position creation, recruitment, placement, and training  Major Gift Acceleration and Enhancement projects benchmark organizations against peer institutions and target the key messages and materials for donors and prospects along with leadership training  Case Development and Refinement allows organizations to define key case components and messages and develop creative, stimulating cases, brochures and materials 7
  • 8. Strategic Consulting Services  Development Audits involve comprehensive analysis of development organizations, their structure, results potential, staffing, resources, volunteer budgets, and information systems.  Analytics, Benchmarking and Predictive Modeling our dedicated Analytics Department provides data mining and analysis and predictive modeling to develop tailored constituent strategies for our clients  Prospect Screening Solutions provide prospect identification, research, rating and management through our in-house expertise and direct access to leading research technology through strategic partnerships with top screening firms, including Blackbaud’s Target Analytics, WealthEngine, and Donor Search 8
  • 9. Strategic Consulting Services  Board Development individualized board and trustee development, including identification, recruitment, and orientation through training seminars, role playing, and customized board retreats  Custom Learning offers for development professionals that offers customized learning programs designed to suit the specific needs of non-profit organizations  Corporate and Strategic Partnerships includes the identification of mutually beneficial opportunities and partnerships to enhance and strengthen existing relationships, as well as pursue and strategize new partnership opportunities  Social Media helps non-profits to enhance their online presence by designing custom social media strategies that ensure brand integrity and compliance with digital mediums and best practices, including website audits, social media footprint assessments, social media campaigns, and conduct custom trainings 9
  • 10. Client Spotlight: Habitat for Humanity of Greater Los Angeles CCS has been privileged to work with Habitat for Humanity of Greater Los Angeles on two campaign initiatives. The first effort came during the More Than Houses Campaign where the affiliate, then known as Habitat for Humanity Long Beach/South Bay, raised over $10 million to substantially increase its own building capacity. CCS was again engaged in 2008 with the early phases of a comprehensive fundraising campaign to build and renovate over 500 homes in the greater Los Angeles community. One of the focuses of the effort was the successful completion of the Jimmy Carter Work Project. The overall $47.5 million goal was exceeded and more than $50 million was raised during the campaign. 10
  • 11. Client Spotlight: MusiCares Foundation Founded by The Recording Academy in 1989, MusiCares provides confidential emergency health and human services and addiction recovery resources to music people in need. MusiCares also provides workshops on health essentials, medical and dental clinics, specific clinics for mammograms and flu shots, and health fairs which include screenings and other general medical information and services. CCS led the $10 million campaign to expand existing services, add a new program of low-cost housing, and fund an endowment, in conjunction with the organization's 20th Anniversary. Over $12 million was raised through this campaign, the organization’s first campaign ever mounted. 11
  • 12. Client Spotlight: Pasadena Conservatory of Music For nearly 30 years, the Pasadena Conservatory of Music has been the community’s music school, proudly offering a comprehensive curriculum of music study to students young and old. The Milestones: Building On Success campaign was launched to address the Conservatory’s need to expand its campus, build its programs, introduce new classes, provide new performance spaces, and upgrade its existing buildings and mechanical systems. CCS partnered with the Conservatory on a comprehensive feasibility and planning study and then transitioned to campaign management on the organization’s $7.5 million campaign. To date, the campaign has raised more than $6.5 million in less than 18 months and is on target to reach and exceed the campaign goal. 12
  • 13. Client Spotlight: Pacific Symphony In just 33 years, the Pacific Symphony has emerged as perhaps the last great American orchestra founded in the U.S. Pacific Symphony’s vision is to redefine the ways in which an orchestra can transform its community, energize youth, and excel artistically. Pacific Symphony envisioned a campaign designed to expand its core programs and build its endowment. After completing a comprehensive feasibility and planning study, CCS recommended a $25 million effort with $15 million identified for endowment and $10 million for programs. CCS partnered with the Symphony to provide early campaign management services to help launch the effort, including developing the case, building the prospect list, recruiting leadership, and finalizing the campaign plan. 13
  • 14. Client Spotlight: San Joaquin Community Hospital CCS was retained by San Joaquin Community Hospital to assist with the design and implementation of a $5 million capital campaign for the construction of the hospital's Cancer Center. The effort was designed to incorporate all constituents in an attempt to achieve broad-based community support. Specific approaches were developed for major gift prospects, hospital and foundation leaders, employees, physicians, current and previous donors, grateful patients and other members of the community. In just over a year, the campaign raised over $5.9 million, receiving more five-, six-, and seven-figure gifts than in the previous 11 years combined. The employee phase of the campaign raised more than $500,000, and physicians have become engaged in philanthropy like never before. 14
  • 15. Client Spotlight: St. Monica Catholic Community After nearly ten years of planning and more than five years of fundraising, St. Monica Catholic Community celebrated the opening of its Community Center complex. The November 3, 2013 ceremony led by Archbishop Jose H. Gomez signaled the beginning of a new era for the vibrant Westside Catholic congregation. The new 100,000 square-ft. facility, designed by Pica + Sullivan Architects, Ltd, includes the Tina and Rick Caruso Community Center, Grand Pavilion and Grand Patio, the Carol G. Simon Child and Student Center, and a 175-car, two-and-ahalf level subterranean parking structure. To date, St. Monica Catholic community has raised over $30.8 million toward the project through Celebrating Our Blessings, Building Our Future, Together. CCS is proud to have partnered with St. Monica on its extraordinary campaign. 15
  • 16. Client Spotlight: UC Irvine Chao Family Comprehensive Cancer Center CCS was retained by the University of California, Irvine's Chao Family Comprehensive Cancer Center to conduct a comprehensive planning study and readiness assessment in preparation for its $110 million campaign to support research, faculty recruitment and retention, expanded clinical programs, and expanded clinical trials. Following the conclusion of the study, CCS was retained to provide management and consulting services to the campaign and to help establish the fundraising department for Cancer Center development. To date, nearly $50 million has been raised, thanks in large measure to an active committee of 29 faculty leaders, commitment from University leadership, a talented staff, and a strong base of grateful patients and community philanthropists. The campaign is scheduled to run through the end of 2015. 16
  • 17. About Chris Looney Chris Looney was born into fundraising as the son of two of the country’s most respected development professionals. Now in his 15th year with CCS, Chris maintains responsibility for managing the firm’s operations in Southern California. Chris is passionate about working collaboratively with his clients to help them realize their needs and vision through transformational giving. Chris has assisted hundreds of institutions on major fundraising initiatives raising hundreds of millions of dollars for organizations large and small. Unlocking the potential for his clients is what fuels Chris’ passion for the work. Chris serves a diverse portfolio of clients across the nonprofit spectrum — including schools and universities, hospitals, museums and symphonies, social service agencies, and faith-based communities. An author, a teacher, a mentor, a strategist, and a lifelong learner, Chris supervises and counsels but is most comfortable in the trenches creating solutions as a thought and action partner. Through his expertise in conducting development audits and assessments, building strategic fundraising and campaign plans, completing feasibility and planning studies, running annual and capital campaigns, developing major gift solicitation strategies, case and proposal writing, and coaching and training, Chris is committed to advancing the missions of the organizations that he serves. 17 Chris Looney, Corporate Vice President & Managing Director
  • 18. Contact Information Christopher Looney Corporate Vice President & Managing Director CCS clooney@ccsfundraising.com Office | 949.954.5252 Toll Free | 800.227.3834 www.ccsfundraising.com http://www.linkedin.com/in/chrislooney https://twitter.com/CCSFundraising https://twitter.com/5ToolFundraiser https://www.facebook.com/ccsfundraising 18