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REQUEST FOR PROPOSALS COURSE: Capital & Endowment Campaigns This course commences every spring semester (January). PROJECT SUMMARY: A team of students in this course will conduct a Campaign Feasibility Study for a nonprofit corporation that is seeking to launch a capital and/or endowment campaign in the near future. The resulting products will include a “draft” campaign brochure, a Feasibility Study Report and Campaign Plan.

Specific goals for the Feasibility Study Process are to: • Conduct an Internal Readiness Assessment, reviewing internal readiness of the organization to successfully handle launching and managing the proposed capital campaign. This assessment will include interviews with development staff and other appropriate agency leaders, and a review of internal systems of support structures necessary for future campaign success. • Identify and cultivate potential major campaign donors, through personal feasibility study interviews that engages their feedback on proposed plans and assess their willingness to support the campaign through a financial commitment. • Assess the likelihood of success for the proposed fundraising campaign goal. • Develop a supporting Campaign Plan that will lead the organization to success. (Note: If through this study process, the Study Team determines that tested funding goal is not fully achievable, the Team will identify an alternate Campaign Plan or options that will lead the organization to eventual success).

PROJECT FEE:

The nonprofit organization selected for the USD Student Project agrees to pay $5,000 for such work (with the understanding that the minimum full market rate for such a product is $30,000+). These funds will be applied to support scholarships for master’s degree students enrolled in the Nonprofit Leadership & Management Program.

CONTACT: Carole Fish at carolefish@cox.net or Pat Libby at plibby@sandiego.edu (619) 282-8875

PLEASE FILL OUT THIS RFP AS COMPLETELY AS POSSIBLE AND SUBMIT TO PAT LIBBY, USD SCHOOL OF LEADERSHIP AND EDUCATION SCIENCES, 5998 ALCALA PARK, SAN DIEGO, CA 92110. THE INFORMATION THAT YOU SUBMIT WILL BE SHARED AMONG THE FACULTY AND STUDENTS IN THIS COURSE.


RFP for Capital & Endowment Campaigns 1. Name and Title of Contact Person:___________________________________________ 2. Name of Nonprofit Organization:__________________________________________ 3. Organization is a 501 (c) (3): …Yes …No 4. What year was this organization incorporated?:_________ 5. What is the annual operating budget?:_________________ 6. How many individuals are employed full time__________ part time________ 7. Please attach current operating budget, financial statements and most recent audit. 8. Briefly describe your current fundraising program, and total (net) amounts raised by each activity. 9. What is the staffing for your development program, if any? 10. Please describe the proposed capital campaign project for your organization. This may include program, capital and/or endowment components. 11. Have costs for the project been estimated, with board approval? Explain.

APPLICATION APPROVAL If selected for this project, the organization will be responsible for coordinating the following activities for completion of this project during the winter semester (January-May). These activities include: *Tour & Agency Introduction Session for Students *Participation in arranging Internal Assessment of Current Fundraising Program (via scheduling of interviews with staff and appropriate Board members) *Input and Approval of a “draft” campaign prospectus. *Development of a Priority Campaign Prospect List, which will identify early potential donors to participate in Feasibility Study Interviews. *Scheduling of Feasibility Study Interviews for Student Study Team *Board/Executive Team Session for Presentation of Final Study Report & Campaign Plan

With the previous approval by our Board of Directors of this application, I agree to the above terms of participation if selected as a USD Class Project. I also hereby attest that the information submitted relative to this RFP is true. I understand that it will be shared by faculty and students in the USD Nonprofit Leadership & Management Program during the course of their studies and that the confidentiality of this information cannot be assured. I agree that our organization will cooperate fully with the students and faculty – that we will provide access to records and personnel as needed in order to carry out this feasibility project. We also understand that the USD Nonprofit Leadership & Management Program will do everything possible to deliver a quality work product that is able to be implemented but that such cannot be guaranteed.

Print name_________________________________

Title______________________________________

Name of organization__________________________________________________________

Signature________________________________ date:__________

http://www.sandiego.edu/soles/documents/CapitalCampaign_09  

http://www.sandiego.edu/soles/documents/CapitalCampaign_09.pdf

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