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Capital Campaigns:
Best Practices,
Common Mistakes



2/2/17
1pm Eastern
The presentation will begin shortly.
3
This presentation is being recorded! 

The recording and slides will be emailed to you.
Please chat in any questions for our guest.
We will answer them in the formal Q&A session
at the end of the presentation.
Follow along on Twitter with #Bloomerang @BloomerangTech.
For best audio quality, dial in by phone.

(check your email for dial-in info from ReadyTalk)
Before we get started »
3
https://bloomerang.co/demo/video
3
Our guest presenter »
Brent A. Hafele, M.A.
@NewDayBrent
• Vice President of Client Services at
Dickerson, Bakker & Associates
• Previously Executive Director at the
Chippewa Valley Free Clinic,
Development Director at Hope Gospel
Mission, Consultant at NewDay
Nonprofit Solutions
d i c k e r s o n - b a k k e r . c o m
Presented by:
Brent A. Hafele, M.A.
Vice President
Best Practices &
Common Mistakes
Capital Campaigns
Sponsored by:
d i c k e r s o n - b a k k e r . c o m
Brent A. Hafele, M.A.
Vice President
d i c k e r s o n - b a k k e r . c o m
What is a
Capital Campaign?
d i c k e r s o n - b a k k e r . c o m
What is a
Capital Campaign?
!vs. !
- Bob Duncan
d i c k e r s o n - b a k k e r . c o m
What is a
Capital
Campaign?
d i c k e r s o n - b a k k e r . c o m
What is a
Capital
Campaign?
1. Intensive, highly
coordinated
fundraising effort
d i c k e r s o n - b a k k e r . c o m
What is a
Capital
Campaign?
1. Intensive, highly
coordinated
fundraising effort
2. Large goal (typically
3-10x annual
income)
d i c k e r s o n - b a k k e r . c o m
What is a
Capital
Campaign?
1. Intensive, highly
coordinated
fundraising effort
2. Large goal (typically
3-10x annual
income)
3. Defined period of
time
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
• Strategic Planning
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
• Strategic Planning
• Fundraising
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
• Strategic Planning
• Fundraising
• Staffing
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
• Strategic Planning
• Fundraising
• Staffing
• Board Development
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
• Strategic Planning
• Fundraising
• Staffing
• Board Development
• Project
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #1 Plan Ahead!
• Strategic Planning
• Fundraising
• Staffing
• Board Development
• Project
• Counsel
Blog
d i c k e r s o n - b a k k e r . c o m
Best Practice #2 Leadership Focus
d i c k e r s o n - b a k k e r . c o m
Best Practice #3
Minimize the Goal
to Maximize the Gift
50/5
d i c k e r s o n - b a k k e r . c o m
Best Practice #2
Think SustainabilityBest Practice #4
d i c k e r s o n - b a k k e r . c o m
Best Practice #2
Think SustainabilityBest Practice #4
• Preserve Annual Giving
d i c k e r s o n - b a k k e r . c o m
Best Practice #2
Think SustainabilityBest Practice #4
• Preserve Annual Giving
• Post Campaign Operations
d i c k e r s o n - b a k k e r . c o m
Best Practices 1. Plan Ahead.
2. Leadership Focused.
3. Minimize Goal/Maximize
Gift
4. Think Sustainability.
d i c k e r s o n - b a k k e r . c o m
Mistake #1 Skipping the Study
d i c k e r s o n - b a k k e r . c o m
Mistake #1 Skipping the Study
Case, Capacity, Leadership
d i c k e r s o n - b a k k e r . c o m
Mistake #1 Skipping the Study
Prepares Donors
and Leadership
Case, Capacity, Leadership
d i c k e r s o n - b a k k e r . c o m
Mistake #2
Not Asking for
Major Gifts
d i c k e r s o n - b a k k e r . c o m
Mistake #2 Not Asking for Major Gifts
d i c k e r s o n - b a k k e r . c o m
Mistake #3
Premature Timing
d i c k e r s o n - b a k k e r . c o m
Mistake #3 Premature Timing
d i c k e r s o n - b a k k e r . c o m
Mistake #3 Premature Timing
Launch
d i c k e r s o n - b a k k e r . c o m
Mistake #3 Premature Timing
KickoffLaunch
d i c k e r s o n - b a k k e r . c o m
Mistake #3 Premature Timing
Kickoff
Ground
Breaking
Launch
d i c k e r s o n - b a k k e r . c o m
Mistake #4 Poor Follow-up
d i c k e r s o n - b a k k e r . c o m
Mistake #4 Poor Follow-up
d i c k e r s o n - b a k k e r . c o m
Mistakes 1. Skipping the Study.
2. Not Asking for Major Gifts.
3. Premature Timing.
4. Poor Follow-up.
d i c k e r s o n - b a k k e r . c o m
By Brent A. Hafele, M.A.
Dickerson, Bakker & Associates
715-379-7235
brent@dickerson-bakker.com
Best Practices &
Common Mistakes
Capital Campaigns
Sponsored by:
Blog
Free Campaign
Set
Questions?
https://bloomerang.co/resources
•Nonprofit Wrap-Up
•Bloomerang TV
•Bloomies
•eBooks
•Daily blog post
•Weekly webinars
•Templates
•Guides
Our next free webinar »
Asking Styles: A Revolutionary Concept in the Field
Thursday, Feb. 9, 2017 – 1:00pm Eastern
Brian Saber
https://bloomerang.co/resources/webinars

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Capital Campaigns: Best Practices, Common Mistakes

  • 1. Capital Campaigns: Best Practices, Common Mistakes
 
 2/2/17 1pm Eastern The presentation will begin shortly.
  • 2. 3 This presentation is being recorded! 
 The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone.
 (check your email for dial-in info from ReadyTalk) Before we get started »
  • 4. 3 Our guest presenter » Brent A. Hafele, M.A. @NewDayBrent • Vice President of Client Services at Dickerson, Bakker & Associates • Previously Executive Director at the Chippewa Valley Free Clinic, Development Director at Hope Gospel Mission, Consultant at NewDay Nonprofit Solutions
  • 5. d i c k e r s o n - b a k k e r . c o m Presented by: Brent A. Hafele, M.A. Vice President Best Practices & Common Mistakes Capital Campaigns Sponsored by:
  • 6. d i c k e r s o n - b a k k e r . c o m Brent A. Hafele, M.A. Vice President
  • 7. d i c k e r s o n - b a k k e r . c o m What is a Capital Campaign?
  • 8. d i c k e r s o n - b a k k e r . c o m What is a Capital Campaign? !vs. ! - Bob Duncan
  • 9. d i c k e r s o n - b a k k e r . c o m What is a Capital Campaign?
  • 10. d i c k e r s o n - b a k k e r . c o m What is a Capital Campaign? 1. Intensive, highly coordinated fundraising effort
  • 11. d i c k e r s o n - b a k k e r . c o m What is a Capital Campaign? 1. Intensive, highly coordinated fundraising effort 2. Large goal (typically 3-10x annual income)
  • 12. d i c k e r s o n - b a k k e r . c o m What is a Capital Campaign? 1. Intensive, highly coordinated fundraising effort 2. Large goal (typically 3-10x annual income) 3. Defined period of time
  • 13. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead
  • 14. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead!
  • 15. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! Blog
  • 16. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! • Strategic Planning Blog
  • 17. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! • Strategic Planning • Fundraising Blog
  • 18. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! • Strategic Planning • Fundraising • Staffing Blog
  • 19. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! • Strategic Planning • Fundraising • Staffing • Board Development Blog
  • 20. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! • Strategic Planning • Fundraising • Staffing • Board Development • Project Blog
  • 21. d i c k e r s o n - b a k k e r . c o m Best Practice #1 Plan Ahead! • Strategic Planning • Fundraising • Staffing • Board Development • Project • Counsel Blog
  • 22. d i c k e r s o n - b a k k e r . c o m Best Practice #2 Leadership Focus
  • 23. d i c k e r s o n - b a k k e r . c o m Best Practice #3 Minimize the Goal to Maximize the Gift 50/5
  • 24. d i c k e r s o n - b a k k e r . c o m Best Practice #2 Think SustainabilityBest Practice #4
  • 25. d i c k e r s o n - b a k k e r . c o m Best Practice #2 Think SustainabilityBest Practice #4 • Preserve Annual Giving
  • 26. d i c k e r s o n - b a k k e r . c o m Best Practice #2 Think SustainabilityBest Practice #4 • Preserve Annual Giving • Post Campaign Operations
  • 27. d i c k e r s o n - b a k k e r . c o m Best Practices 1. Plan Ahead. 2. Leadership Focused. 3. Minimize Goal/Maximize Gift 4. Think Sustainability.
  • 28. d i c k e r s o n - b a k k e r . c o m Mistake #1 Skipping the Study
  • 29. d i c k e r s o n - b a k k e r . c o m Mistake #1 Skipping the Study Case, Capacity, Leadership
  • 30. d i c k e r s o n - b a k k e r . c o m Mistake #1 Skipping the Study Prepares Donors and Leadership Case, Capacity, Leadership
  • 31. d i c k e r s o n - b a k k e r . c o m Mistake #2 Not Asking for Major Gifts
  • 32. d i c k e r s o n - b a k k e r . c o m Mistake #2 Not Asking for Major Gifts
  • 33. d i c k e r s o n - b a k k e r . c o m Mistake #3 Premature Timing
  • 34. d i c k e r s o n - b a k k e r . c o m Mistake #3 Premature Timing
  • 35. d i c k e r s o n - b a k k e r . c o m Mistake #3 Premature Timing Launch
  • 36. d i c k e r s o n - b a k k e r . c o m Mistake #3 Premature Timing KickoffLaunch
  • 37. d i c k e r s o n - b a k k e r . c o m Mistake #3 Premature Timing Kickoff Ground Breaking Launch
  • 38. d i c k e r s o n - b a k k e r . c o m Mistake #4 Poor Follow-up
  • 39. d i c k e r s o n - b a k k e r . c o m Mistake #4 Poor Follow-up
  • 40. d i c k e r s o n - b a k k e r . c o m Mistakes 1. Skipping the Study. 2. Not Asking for Major Gifts. 3. Premature Timing. 4. Poor Follow-up.
  • 41. d i c k e r s o n - b a k k e r . c o m By Brent A. Hafele, M.A. Dickerson, Bakker & Associates 715-379-7235 brent@dickerson-bakker.com Best Practices & Common Mistakes Capital Campaigns Sponsored by: Blog Free Campaign Set
  • 44. Our next free webinar » Asking Styles: A Revolutionary Concept in the Field Thursday, Feb. 9, 2017 – 1:00pm Eastern Brian Saber https://bloomerang.co/resources/webinars