Developing your fundraising through

a successful capital campaign

A presentation to the trustees of

your charitable objectives

• Help ROH provide its patients with the highest standards of care

• Raise © £4 million• Raise charity’s profile• Develop new networks including local media• Strengthen fundraising across all income streams• Set up a new Fundraising Board

Delivering an effective Capital Campaign

critical fundraising success factors

• The Case for Support• Committed leadership• Integrated fundraising and communications strategy• Internal Commitment

Delivering an effective Capital Campaign

3 stages of work

1. Internal Review2. External Assessment , including the Fundraising &

Communications Strategy3. Implementation

Delivering an effective Capital Campaign

internal review

Delivering an effective Capital Campaign

• Confidential interviews with key figures in and associated with the Trust

• Development of a Needs List including planned outcomes

• Develop your master list of contacts • The writing of a persuasive Case for Support

external assessment

• Test the Case on prospective donors / start cultivation process and Appeal Leadership identification

• Feasibility of fundraising target• Volunteer, staff and infrastructure resources

needed to deliver strategy• Duration of appeal

Delivering an effective Capital Campaign

fundraising strategy

• Fundraising & Communications strategy including key stakeholder and media involvement

• Timetable for Appeal with key activities, milestones & duration

• Volunteer, staff and infrastructure resources needed to deliver strategy

• Initial budget

Delivering an effective Capital Campaign

implementation

• Guiding and supporting the recruitment of the Campaign Board

• Coaching & training senior volunteers, trustees & staff

• Begin initial funding submissions, using the Case for Support as the source document

• Accompanying senior volunteers to face-to-face representations with key major prospects

• Ensuring gift size schedule & timetable are being followed

Delivering an effective Capital Campaign

the importance of stewardship

• Corporate culture of flawless relationship management

• Investment• From Campaign Board to Fundraising Board• Increased networks, influence and revenue

Delivering an effective Capital Campaign

THANK YOU

Delivering an effective Capital Campaign