Capital Campaign eGuide

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CAPITAL CAMPAIGN E-GUIDE

How to supercharge your capital campaign with 110-years of experience.

Campaign Consulting Partners

Together . . . Building your culture of philanthropy

CAMPAIGN ROADMAP

ACB'S DEVELOPMENTAL STUDY

Verify the merit of the project and the urgency of the case for support

Prioritize elements of the case

Evaluate the image of the organization

Identify potential challenges to the campaign

Analyze the economic situation and the fundraising campaign climate

Investigate the interest in volunteerism

Determine major gift fundraising potential

Establish a realistic dollar goal

Analyze the impact on annual support

Examine estate planning opportunities

WHY IS A STUDY CRITICAL TO SUCCESS?

If you want someone's opinion,

just ask them for their money . . . If you want their money, you better ask for their opinion."

BUILDING YOUR CAMPAIGN MUSCLES

PLANNING PHASE

Establish planning task forces

Identify campaign prospects

Evaluate campaign prospects

Finalize campaign goal & range of gifts chart

Identify & recruit campaign leadership

Stress test your fundraising policies & procedures

Fine tune the project (e.g. business plan, floor plans, budget, etc)

Develop campaign materials

Case for support

Campaign brochure

Campaign video

Menu of Named Gift Opportunities

Create a written campaign plan

Set-up online campaign project management platform

CAMPAIGN PHASE OPERATIONALIZING THE PLAN

Recruit fundraising volunteers

Advance Gifts

Major Gifts

Special Gifts

General Gifts

Train volunteers

Assign prospects

Cultivation

Solicitation

Stewardship

Inform via report meetings

Advocate via apeakers bureau

Audit (internal)

Celebrate

SEVEN SINS OF CAPITAL CAMPAIGNS

Envy

There is no one-size fits all campaign

Lust

Love thy existing donors. New ones don't power your campaign

Anger

Make sure you know your external image before asking donors for support.

Pride

Studies show that self-led campaigns raise less by leaving money on the table

Gluttony

Beware of scope creep & bloated campaign goals

Greed

Talk with donors about your needs NOT your wants

Sloth

Campaigns thrive on energy. Keep your volunteers juiced up!

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Capital Campaign eGuide by The Healthy NonProfit - Issuu