Capital Campaign eGuide

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CAPITAL CAMPAIGN E-GUIDE

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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

IS A STUDY CRITICAL TO SUCCESS?

If you
want
someone's opinion, WHY
just
ask them for their
money . . . If
you want their
money,
you
better
ask for their opinion."
PLANNING PHASE BUILDING YOUR CAMPAIGN MUSCLES 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

There is no one size fits all campaign

Gluttony

Beware of scope creep & bloated campaign goals

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

Envy Lust Anger

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

Greed

Talk with donors about your needs NOT your wants

Sloth

Campaigns thrive on energy. Keep your volunteers juiced up!

Pride

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

ABOUT YOUR CAMPAIGN? WOULD YOU LIKE TO TALK . . . Erik Anderson Founder & President of The Healthy Non-Profit Senior Consultant at American City Bureau (ACB) Address: 1075 Blackhawk Drive, Elgin, IL 60120 Cell: 847-812-3984 Email: erik@thehealthynonprofit.com Website: thehealthynonprofit.com Website: acb-inc.com Facebook: @TheHealthyNonprofit +
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