How to start (or finish) a capital campaign

Welcome!

Tweeting?

@pursuant

#pursuantwebinar

Your Speakers

Rachel Muir, CFRE VP Training AFP Fundraiser of the Year Featured on Oprah, CNN, Today Show

Allison Lewis Lodhi, CFRE VP Client Strategy Masters, Philanthropic Studies Consults on billion dollar campaigns

Agenda

5 essentials for campaign

success Making

the case

Why

planning is

job #1 How to finish a capital

campaign

Q&A with our expert

Poll: What size is your annual operating budget?

Poll: Where are you as it relates to a campaign?

5 campaign essentials

Enlisting the best and strongest leaders.

Compelling and emotional case for support.

The emergency room is crowded. Your wait can be long. The demand for surgery is growing. There are not enough beds.

Source: Tom Ahern www.aherncomm.com

The emergency room is improved. Your wait is shorter. Surgical demand is met. And your bed is waiting. Source: Tom Ahern www.aherncomm.com

Photo credit: Studio Innerspace, 2007

Bold, requires sacrifice

Simple, tangible outcomes and timeline

Need is inspirational and transformative

Vision establishes the need or threat

Case requires vision

Sufficient Contributable Dollars.

Architecture

Engineering

Land acquisition

Site preparation

Furnishings

Equipment

Additional staffing

Increased operating costs

Endowment

Fundraising expenses

Inflation

Cost overruns

What are your real costs?

Adequate resources.

Pacesetter Gift

Campaign Success

Top to

Botto

m

Campaigns start at the top

A well organized campaign cabinet.

No other single factor will influence the degree of

campaign success more than leadership

Campaign success checklist

Leadership

Compelling Emotional Case for support

Sufficient contributable dollars

Adequate resources

Well organized campaign cabinet

Failing to plan is planning to fail.

Planning ensures

• Board consensus • Staff readiness • Participation • Understanding of

donor/volunteer readiness

Q & A with our expert, Allison Lewis Lodhi

What’s new in capital campaigns?

Should I hire campaign counsel?

Can I do my own feasibility study?

What if my feasibility study says no but my board says yes?

What if our campaign is already public and we need to increase our fundraising goal?

Comprehensive vs. traditional

5 Tips to finish a campaign

5 obstacles and how to overcome them

Lacking energy

Stretched too thin

Behind

goal Case isn’t

resonating

Leadership vacuum

Revisit the vision

Rally around new energy

1. It’s a long haul. You accomplished a lot.

Refresh

the vision

Staff or cabinet

turnover What are your

opportunity costs?

2. Stretched too thin.

Where

can you scale?

Need more diversity

of donors?

Can't find anymore

big gifts?

Rounding out the

smaller gifts and need

a plan?

3. Behind in goal?

Behavioral data and modeling are critical

You need more than wealth screening

Data mining and prioritization is essential

What’s your fundraising plan for the day after campaign ends?

Recast

the vision with a stronger case

Research why/what

donors need

4. Case doesn’t resonate.

If strong

tell a better

story

Assess Honestly

evaluate cabinet

Seek outside

counsel

5. Leadership vacuum.

Change structure; add or expand

Did you know Pursuant offers classroom and custom training?

Visit

Pursuantlabs.org

Launch a Successful Capital Campaign Nov 11th

Campaign types, phases, timeline & structure

Building a campaign cabinet

How to write your case statement

The art of the ask

Get one night

free hotel!

Oct 14: Fearless Fundraising

Nov 11: Launch a Successful Capital Campaign

Nov 12: Fundraiser Bootcamp

Join us in Dallas for training or we’ll come to you.

Dec 2: Engaging your Board in Fundraising

Visit

Pursuantlabs.

org

Questions?

Thank you for joining us!

Michael King VP Client Solutions Michael.king@pursuant.com

Let us know

how we can

help!