Tips for a Successful Capital Campaign

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Eleanor Cameron
6 years ago
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plenty of educational material for you to find and use. Right-up-front best-ever resources: Capitalcampaigns.

1 Tips for a Successful Capital Campaign Our presenter today is Susan Axelrod, CFRE, PFR This presentation is being recorded and will be available on our blog. 53,100,000 Google hits for capital campaigns.plenty of educational material for you to find and use. Right-up-front best-ever resources: Capitalcampaigns.com Textbook : Capital Campaigns, Strategies That Work by Andrea Kihlstedt Workbook : Preparing Your Capital Campaign by Marilyn Bancel, CFRE 1

2 Single most important piece to have in place for a successful capital campaign is the Case for Support Universe of donors The Feasibility Study, to have or have not This group must be your BELIEVERS Campaign Cabinet or Campaign Steering Committee--active, working, effective, proud and passionate Meet regularly! The work of this group is Prospect Review/Prospect Strategy/Ask, Prospect Review/Prospect Strategy/Ask, Prospect Review/Prospect Strategy/Ask get it? 2

3 Outside consultant or in-house dedicated person? A qualified campaign director will help you create a plan or a map to follow so you know where you are going and how to arrive Role and Responsibilities Staff Campaign Director and Campaign Cabinet, Database management Supporting the all-important Prospect Research function 3

4 Build in Recognition to initial campaign budget. Consider using custom artwork for recognition. This beautiful artwork will be a standout for your organization and it will separate you from every other organization s recognition systems. Important and useful tool for solicitors Print on Demand option! 4

5 The answer is YES! Dual ask model. Most successful campaign launch is from a healthy annual fund of a broad-based corps of donors who are passionate about your mission, connected to your consumers & purpose and feel proud of the legacy they are creating in our world by supporting you. Life-long loyal donors are willing to consider stretching an extra gift mile to help you achieve your goal for the urgent and worthy purpose Growing your annual fund! Proper campaign stewardship will lead to larger pool or higher-level annual fund donors 5

6 If your organization is endowment-worthy then ALWAYS include an endowment portion with a dedicated goal. Facilities Endowment (naming opportunity) Program Endowment (naming opportunity) Review your plan Campaign Director Campaign Cabinet Get back to work! [Good luck!] WhatWillYourLegacyBe.com October 24,

Capital Campaign Success Using Prospect Research David Kinneman DonorPerfect Client Account Manager Prospect research also known as development research or

7 Capital Campaign Success Using Prospect Research David Kinneman DonorPerfect Client Account Manager Prospect research also known as development research or fundraising research, is a process in fundraising wherein a researcher identifies and provides relevant information about potential donors to an organization. 7

Efficiently use fundraising/development resources Reduce fundraising/campaign costs ProspectView

8 Prospect research can help organizations: Identify prospective donors Determine potential gift amounts Formulate ask strategies Segment donors by potential gifts Build guest lists for events Efficiently use fundraising/development resources Reduce fundraising/campaign costs ProspectView Online DonorSearch - Integrated Search (one click access from DonorPerfect Online) - Gift Search - Prospect Generator 8

DonorSearch cont. ProspectView Screening Services RFM Analysis - An internal analysis of the relationship between the prospect & your nonprofit.

Assessment Process - Verification of the data by a prospect researcher increases the accuracy of the data & saves you time.

9 DonorSearch cont. ProspectView Screening Services RFM Analysis - An internal analysis of the relationship between the prospect & your nonprofit. Philanthropic Review - A top to bottom philanthropic review on every prospect submitted. Wealth Review - Top to bottom wealth review. Assessment Process - Verification of the data by a prospect researcher increases the accuracy of the data & saves you time. Extended Analytics - Combination of internal & external giving information for easy to comprehend scores. Annual Fund Likelihood Major Gift Likelihood DonorSearch cont. Special End of Year Bundle Pricing Offer! For Pricing and details please contact your DonorPerfect Account Manager at (800) Or clientsales@donorperfect.com 9

10 Thank you for participating today! If you have questions at a later time, please feel free to contact me. My contact information is: slacfre@msn.com Telephone: WhatWillYourLegacyBe.com October 24,

E-GUIDE. How to Create a Major Gifts Program in 5 Easy Steps. NetworkForGood.com 1

E-GUIDE. How to Create a Major Gifts Program in 5 Easy Steps. NetworkForGood.com 1 E-GUIDE How to Create a Major Gifts Program in 5 Easy Steps NetworkForGood.com 1 Table of Contents Why Create a Major Donor Program...4 Step 1: Identify Your Major Donors... 5 Step 2: Put Major Donor Tasks