Slide share capital campaign

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    07-May-2015

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Wonder if your nonprofit is ready for a capital campaign? Find out with our slide share.

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  • 1.Linda Lysakowski, ACFRE President, Linda Lysakowski LLC Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

2. What is a Capital Campaign? A significant fundraising effort For major institutional needs: buildings endowment program Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 3. A Capital Campaign Involves Sound research Long-range planning Persuasive campaign literature Effective organization Application of proven procedures Careful scheduling and publicity A specified time period A prescribed budget Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 4. How Does a Campaign Fit Into the Donor Pyramid? Ultimate Gift Bequest Planned Gifts Special Gifts Endowment Campaigns Capital/Special Campaigns Annual Campaigns Renewal First Time Gift Awareness Special Events Publications Public Relations Identification Information Interest Involvement Investment Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 5. The Keys to Success Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 6. A Solid Foundation The Infrastructure Ethical Standards Donor Software Annual Giving History Gift Acceptance Policies Staff Support Approval of Regulatory Authorities Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 7. Pillars of Success Board Commitment Case for Support Prospective Donors Effective Volunteer Leadership Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 8. Overall Planning Pre Campaign Planning The Planning Study The Campaign Plan Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 9. Pre-Campaign Planning Campaign Steering Committee Internal Readiness Project Plan and Budget Preliminary Case for Support Planning Study Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 10. Are You Ready for a Campaign Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 11. Software System Requirements for Campaigns Coding Structure Campaign Divisions Solicitors Mail Merge for personalized appeals Pledge reminders/acknowledgments Reports Cash flow projections Reports by solicitor Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 12. 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? Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 13. Board Responsibilities Capability (Affluence) Give at a Meaningful Level Access to Potential Donors Influence Promotion of Organization Promotion of Campaign Willingness Board Participation Campaign Leadership Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 14. Development Staff Functions During Capital Campaign Coordinate Meetings and Events Prepare Reports for Board, CEO, Cabinet Support Volunteers Internal Communications External Communications Clerical Support Solicitation Mailings, Acknowledgments, Reminders, Me eting Agendas, Minutes Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 15. Campaign Volunteers Campaign Cabinet Campaign Committees Division Committees - Leadership, Major Gifts, Small Business, General, etc. Event Committees Kick Off, Dedication/Recognition Public Relations Committee Finance Committee Building Committee Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 16. Role of Campaign Volunteers Guide Campaign and Project Identify Prospective Donors Cultivate Prospective Donors Identify Campaign Volunteers Give $$$$$$ Ask for $$$$$ Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 17. 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 cant afford to experiment. You need to rely on someone elses expertise. Remember, Consultants dont raise the money for you -- they help you and your Volunteer Solicitors raise it. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 18. Role of the Consultant in a Capital Campaign Development Audit -- Internal Readiness Feasibility Study External Readiness Planning and Organization Case Development Donor Screening Volunteer Training Communicating with CEO/Board Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 19. 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 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 20. 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. Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 21. Benefits of a Planning Study Helps to Pre-sell Campaign Attracts Key Leadership Helps Strengthen Relationships Makes New Friends for the Case Helps Raise the Sights of Everyone Supports Need for Lead Gifts Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 22. Planning Study Process Internal Assessment Preliminary Case for Support Selection of Interviewees Letters to Interviewees Interviews Scheduled Interviews Conducted Report Prepared and Presented Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 23. Elements of a Planning Study Done by outside counsel Conducted one-on-one with counsel and interviewee Face-to-face Confidential information Typically 30 to 50 interviews Over a 90 to 120 day period or longer Average Cost $30,000 to $50,000 Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 24. 15 % discount on Lindas capital campaign books. Use discount code linda2014books at CharityChanel.com or LindaLysakowski.com Special Offers Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity 25. Thank You www.LindaLysakowski.com Follow me: Linda Lysakowski, LLC @LLysakowskiLLC Linda Lysakowski, ACFRE Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity