Slide share capital campaign

Linda Lysakowski, ACFRE
President, 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 research
 Long-range planning
 Persuasive campaign literature
 Effective organization
 Application of proven procedures
 Careful scheduling and publicity
 A specified time period
 A prescribed budget

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

The Keys to Success

A Solid Foundation–
The Infrastructure
 Ethical Standards
 Donor Software
 Annual Giving History
 Gift Acceptance Policies
 Staff Support
 Approval of Regulatory Authorities

Pillars of Success
 Board Commitment
 Case for Support
 Prospective Donors
 Effective Volunteer Leadership

Overall Planning
 Pre Campaign Planning
 The Planning Study
 The Campaign Plan

Pre-Campaign Planning
 Campaign Steering Committee
 Internal Readiness
 Project Plan and Budget
 Preliminary Case for Support
 Planning Study

Are You Ready for a
Campaign

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

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 Level
 Access to Potential Donors
 Influence
 Promotion of Organization
 Promotion of Campaign
• Willingness
– Board Participation
– Campaign Leadership

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

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

Role of Campaign Volunteers
 Guide Campaign and Project
 Identify Prospective Donors
 Cultivate Prospective Donors
 Identify Campaign Volunteers
 Give $$$$$$
 Ask for $$$$$

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 a
Capital Campaign
 Development Audit -- Internal Readiness
 Feasibility Study – External Readiness
 Planning and Organization
 Case Development
 Donor Screening
 Volunteer Training
 Communicating 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 Campaign
 Attracts Key Leadership
 Helps Strengthen Relationships
 Makes New Friends for the Case
 Helps Raise the Sights of Everyone
 Supports Need for Lead Gifts

Planning Study Process
 Internal Assessment
 Preliminary Case for Support
 Selection of Interviewees
 Letters to Interviewees
 Interviews Scheduled
 Interviews Conducted
 Report Prepared and Presented

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

 15 % discount on Linda’s capital campaign
books.
 Use discount code linda2014books at
CharityChanel.com or
LindaLysakowski.com
Special Offers

Thank You
 www.LindaLysakowski.com
 Follow me:
Linda Lysakowski, LLC
@LLysakowskiLLC
Linda Lysakowski, ACFRE

Slide share capital campaign

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