Capital and Endowment Campaigns in Challenging Times

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Capital and Endowment Campaigns in Challenging
Times
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Brighid H. Hansen, CFRE, has 26 years
experience as a senior development executive.
She has raised over 150 million in capital,
endowment and major gift campaigns locally and
nationally.  She is a former President of
the Association of Fundraising Professionals
(AFP) MN Chapter. She was chosen as consultant
for the First Ladys media visit to Minnesota on
behalf of the National Parks Junior Ranger
campaign and has worked with noted philanthropist
David Rockefeller, Jr. She has worked with the
Saint Paul Chamber Orchestra, The Nature
Conservancy, Catholic Charities, The National
Park Foundation and other nonprofit
organizations.  
Michael J. Henley, CFRE, is a published author
of the book Fundraising Marketing in the
One-Person Shop --- Achieving Success with
Limited Resources.  He was named Outstanding
Professional Fundraiser by the Minnesota Chapter
of AFP in 2002 and awarded the International
Outstanding Fund Raising Executive award from AFP
in 2003 .  Michael has nearly 40 years in
development including work as a senior executive
with Ronald McDonald House, Little Brothers -
Friends of the Elderly, Junior Achievement,
American Refugee Committee, Catholic Eldercare
and Peace Corps/VISTA. 
Sarann Slattery, is a 20-year fundraising and
development consulting professional recognized by
the Minnesota Chapter of the Association of
Fundraising Professionals as the Outstanding
Professional Fundraiser of the year in 2006.  She
has served as a senior executive for several
major Twin Cities organizations including
Cretin-Derham Hall and Minnesota Public Radio. 
She is a former President of the Association of
Fundraising Professionals , MN Chapter. She is a
successful Twin Cities consultant helping
nonprofits and development professionals achieve
success.  
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Introduction

• These are tough times. Whether you are in the
  midst of a campaign or thinking of planning a
  campaign in the future, dont panic!
• This session aims to provide you with tools and
  information to maximize your efforts and help put
  you on track for success.

• The session will provide new insights, ideas, and
  tools that you and your organization will need to
  compete effectively in this new economy.
• It will provide information to help in your
  long-term planning and decision-making for an
  effective advancement program.

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When to begin a capital or endowment campaign?

• Defining the capital or endowment campaign
• - traditional bricks and mortar
• - planned giving
• - comprehensive/growth campaigns
• Prerequisites donor base or prospects
• a sound annual campaign infrastructure
  materials trained volunteers

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When to begin a capital or endowment campaign

• OR do you need a major gifts campaign?
• Do you need an endowment campaign? OR will a
  reserve fund give you the flexibility you are
  seeking?
• Or do you need to begin to implement an Annual
  Fund program?

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HOW DO YOU PREPARE FOR A CAPITAL or ENDOWMENT
CAMPAIGN?

• Primary Steps
• - Define Need or vision for the campaign
• - Obtain fundraising counsel to assist in
• campaign strategy
• - Test potential for financial support
• - Identify leadership and commitments
• - Assess internal readiness
• - Create a written campaign plan

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HOW DO YOU PREPARE FOR A CAPITAL or ENDOWMENT
CAMPAIGN?

• Essential elements of the plan Your Roadmap to
  Success!
• - Vision
• - Defined financial goals and objectives
• - Description of leadership roles
• - Lead gift prospects
• - Operational materials
• - Administrative policies and procedures
• - Prospect identification
• - Solicitation procedures
• - Itemized budget

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What do you do if you are currently in a campaign?

• Honor all donors gifts and understand when a
  donor needs to give later or less
• Keep donors, board and volunteers engaged even if
  they cant give this year (Community
  organization/Commitment list)
• Prospect research is important as there are
  winners in the economy as well as those who may
  have suffered losses

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What do you do if you are currently in a campaign?

• Work on your stewardship program and saying thank
  you.
• In 2008, 7 of the top 10 largest gifts in the
  U.S. came from bequests timing is the key.
  Outreach for Planned Giving is essential
  especially with current demographics.
• Keep cultivating! You may delay some
  solicitations but keep your prospects and donors
  informed, engaged and feeling good about your
  school.

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Additional Resources

• Hank Rosso's Achieving Excellence in Fund Raising
  (Jossey Bass Nonprofit Public Management
  Series) by Eugene R. Tempel
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• Fund Raising and Marketing in the One-Person
  Shop Achieving Success with Limited Resources by
  Michael J. Henley and Diane L. Hodiak
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• Managing the Nonprofit Organization by Peter F.
  Drucker
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• How We Lead Matters Reflections on a Life of
  Leadership by Marilyn Carlson Nelson
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• Capital Campaigns Strategies That Work by
  Andrea Kihlstedt
• The Raising of Money (Third Sector Press) by
  James Gregory Lord
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• Minnesota Council on Nonprofits
  http//www.mncn.org/publications.htm 
• MAP for nonprofits www.mapfornonprofits.org/
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• AFP (Association for Fundraising Professionals)
  http//www.afpminnesota.org
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