Conducting a Capital Campaign in the Current Economy

CONDUCTING A CAPITAL CAMPAIGN IN THE CURRENT ECONOMY November 17, 2009

The Curtis Group ,[object Object],[object Object],[object Object],[object Object]

The Curtis Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Curtis Group ,[object Object],[object Object],[object Object]

Giving Institute: Leading Consultants To Nonprofits ,[object Object],[object Object],[object Object]

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2008 Charitable Giving Total = $307.65 billion ($ in billions) Individuals $229.28 75% Foundations $41.21 13% Bequests $22.66 7% Corporations $14.50 5% Source: Giving USA 2009

Recipients of Gifts, 2008 Total = $307.65 billion ($ in billions) Environment and Animals $6.58 2% Grants to Individuals* $3.71 1% Human Services $25.88 9% International Affairs $13.30 4 % Arts, Culture, and Humanities $12.79 4% Public-Society Benefit $23.88 8% Unallocated giving $19.39 6% Health $21.64 7 % Gifts to Foundations $32.65 11% * *Foundation grants awarded to individuals Religion $106.89 35% Education $40.94 13%

Changes by Recipient Organization 2007–2008 2006–2007

Recent S&P Activity Source: BigCharts/MarketWatch.com

Importance of Individual Giving ,[object Object],[object Object],[object Object],[object Object],[object Object]

High-Net-Worth Households ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What Is a Campaign? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Phases of a Major Campaign ,[object Object],[object Object],[object Object],[object Object]

Phase I: Feasibility Study ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Phase II: Planning & Organization ,[object Object],[object Object]

Phase II: Planning & Organization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Guidelines for Capital Campaign Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object]

Phase III: Leadership, the Quiet Phase ,[object Object],[object Object],[object Object],[object Object],[object Object]

Phase III: Leadership, the Quiet Phase ,[object Object],[object Object],[object Object]

Phase IV: Public Phase ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Phase IV: Public Phase ,[object Object],[object Object],[object Object],[object Object]

What We’re Seeing ,[object Object],[object Object],[object Object],[object Object]

What We’re Seeing ,[object Object],[object Object],[object Object],[object Object],[object Object]

What We’re Advising ,[object Object],[object Object],[object Object],[object Object]

Are You Ready for a Campaign? ,[object Object],[object Object],[object Object]

Are You Ready for a Campaign? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Are You Ready for a Campaign? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Are You Ready for a Campaign? ,[object Object],[object Object],[object Object],[object Object]

Campaign Must-Haves ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Conducting a Capital Campaign in the Current Economy

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Conducting a Capital Campaign in the Current Economy