Slide share capital campaign

Are You Ready for a Capital Campaign?

Linda Lysakowski, ACFREPresident, Linda Lysakowski LLC

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

What is a Capital Campaign?A significant fundraising effort For major institutional needs:

buildings endowment program


A Capital Campaign Involves

Sound researchLong-range planningPersuasive campaign literatureEffective organization Application of proven proceduresCareful scheduling and publicityA specified time period A prescribed budget


How Does a Campaign Fit Into the Donor Pyramid?

UltimateGift

BequestPlanned Gifts

Special Gifts

Endowment CampaignsCapital/Special Campaigns

Annual CampaignsRenewal

First Time Gift

AwarenessSpecial Events

Publications

Public RelationsIdentification

Information

Interest

Involvement

Investment


The Keys to Success


A Solid Foundation– The Infrastructure

Ethical StandardsDonor SoftwareAnnual Giving HistoryGift Acceptance PoliciesStaff SupportApproval of Regulatory Authorities


Pillars of Success

Board CommitmentCase for SupportProspective Donors Effective Volunteer Leadership


Overall PlanningPre Campaign PlanningThe Planning StudyThe Campaign Plan


Pre-Campaign Planning

Campaign Steering CommitteeInternal ReadinessProject Plan and BudgetPreliminary Case for SupportPlanning Study


Are You Ready for a Campaign


Software System Requirements for Campaigns

Coding StructureCampaign DivisionsSolicitors

Mail Merge for personalized appealsPledge reminders/acknowledgmentsReports

Cash flow projectionsReports by solicitor


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?


Board Responsibilities

Capability (Affluence)Give at a Meaningful LevelAccess to Potential Donors

InfluencePromotion of OrganizationPromotion of Campaign

• Willingness– Board Participation– Campaign

LeadershipLinda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Development Staff FunctionsDuring Capital Campaign

Coordinate Meetings and EventsPrepare Reports for Board, CEO, CabinetSupport VolunteersInternal CommunicationsExternal CommunicationsClerical Support

Solicitation Mailings, Acknowledgments, Reminders, Meeting Agendas, Minutes


Campaign Volunteers

Campaign CabinetCampaign Committees

Division Committees - Leadership, Major Gifts, Small Business, General, etc.

Event Committees – Kick Off, Dedication/Recognition

Public Relations CommitteeFinance CommitteeBuilding Committee


Role of Campaign Volunteers

Guide Campaign and ProjectIdentify Prospective DonorsCultivate Prospective DonorsIdentify Campaign VolunteersGive $$$$$$Ask for $$$$$


On Hiring a Consultant ... Why hire a consultant?

- Large amounts of money are at stake;- You are dealing with a limited amount

of time;- To avoid the possibility of failing publicly.

In other words, you can’t afford to experiment. You need to rely on someone else’s expertise. Remember, Consultants don’t raise the money for you -- they help you and your Volunteer Solicitors raise it.


Role of the Consultant in aCapital Campaign

Development Audit -- Internal ReadinessFeasibility Study – External Readiness Planning and OrganizationCase DevelopmentDonor ScreeningVolunteer TrainingCommunicating with CEO/Board


Objectives of a Planning Study

Evaluate the Internal Readiness of the Organization

Recommend a schedule to move the organization through a campaign in the shortest time span possible and yet insure maximum results


Objectives of a Planning Study

Evaluate the strength of the case

Identify and analyze any potential problems situations which could negatively impact fundraising results

Identify potential major contributors to the campaign.


Benefits of a Planning Study

Helps to Pre-sell CampaignAttracts Key LeadershipHelps Strengthen RelationshipsMakes New Friends for the CaseHelps Raise the Sights of

EveryoneSupports Need for Lead Gifts


Planning Study Process

Internal AssessmentPreliminary Case for SupportSelection of IntervieweesLetters to IntervieweesInterviews ScheduledInterviews ConductedReport Prepared and Presented


Elements of a Planning StudyDone by outside counselConducted one-on-one with counsel

and intervieweeFace-to-faceConfidential informationTypically 30 to 50 interviewsOver a 90 to 120 day period or

longerAverage Cost $30,000 to $50,000


15 % discount on Linda’s capital campaign books.

Use discount code linda2014books at CharityChanel.com or LindaLysakowski.com

Special Offers


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@LLysakowskiLLC Linda Lysakowski, ACFRE


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Government & Nonprofit

Slide share capital campaign