Are You Ready for a Capital Campaign?

BloomerangAugust 7, 2013

Linda Lysakowski, ACFRELinda 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

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

A Capital Campaign Involves

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

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

A Solid Foundation– The Infrastructure

Ethical StandardsDonor SoftwareAnnual Giving HistoryGift Acceptance PoliciesStaff SupportApproval of Regulatory Authorities

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Pillars of Success

Board CommitmentCase for SupportProspective Donors Effective Volunteer Leadership

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Are You Ready for a Campaign

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Software System Requirements for Campaigns

Coding StructureCampaign DivisionsSolicitors

Mail Merge for personalized appealsPledge reminders/acknowledgmentsReports

Cash flow projectionsReports by solicitor

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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

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

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

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

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Effective use of a donor database makes the campaign “Goal”

achievable . . .

Capital Campaign Tools

Capital Campaign Tools

Effective use of a donor database is?

Capital Campaign Tools

Effective use of a donor database is?

Simply “EVERYONE” using it daily to build relationships!

Capital Campaign Tools

Chairing the YMCA Branch

Capital Campaign

CRM so Intuitive (No training Needed)

Bring BEST Practices to LifeA Tool Fundraisers Could Not

Live Without!

Capital Campaign Tools

The word "linchpin" is also used figuratively to mean "something [or someone] that holds the various elements of a

complicated structure together."

Engagement is the Linchpin

“Engagement” Tracking

If knowing the level and progression of “engagement” for any prospect relationship is key

to campaign success . . .

How do we do it?

CUE THE EXPERTS:

Dr. Adrian Sargeant

Bloomerang Chief Scientist Professor of Fundraising at the Center on Philanthropy at Indiana University holding what is presently the world’s only endowed chair in that discipline.

Top 10 Most Influential People in Fundraising

Renowned expert on Donor Retention and Donor Loyalty

Mr. Tom Ahern

Bloomerang Donor Communications Head

Coach One of the world’s top authorities on donor

communications

Author of 4 books on Donor Communications

Winner of 3 prestigious international IABC Gold Quill awards

Automatic Engagement Factors

@bloomerangtech | 21

• Recency and pattern of giving

• Cash donors vs. sustaining donors

• # of years giving +• Upgrade /

Downgrade + -• Lapsed -• Event attendance +• Opens email +• Click links in emails +

• Unsubscribes from email -

• Has stated communication preferences +

• Has inbound interactions +

• Has soft credits +• Volunteers +• Social Media

(coming soon)• …and a whole lot

more!

What is the donor’s

engagement over time!

Highlight vital “retention” information

---

Next-Gen Database/CRM

Easy Enough for All to Use! (Even the CEO)

Enables Campaign Best-Practices!

Questions

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

10% Discount on Linda’s Capital Campaign books

Special Offer

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Thank Youwww.LindaLysakowski.comFollow me: Linda Lysakowski, LLC

@LLysakowskiLLC Linda Lysakowski, ACFRE

Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

Next Webinar:

Peer-to-Peer Fundraising +

Donor RetentionWhen: August 14th, 1pm EST

Fundly | Jay Love

https://bloomerang.co/resources/webinars/