Capital Campaigns: Best Practices, Common Mistakes

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Capital Campaigns: Best Practices, Common Mistakes 2/2/17 1pm Eastern The presentation will begin shortly.

Transcript of Capital Campaigns: Best Practices, Common Mistakes

Page 1: Capital Campaigns: Best Practices, Common Mistakes

Capital Campaigns: Best Practices,

Common Mistakes

2/2/17 1pm Eastern

The presentation will begin shortly.

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Before we get started »

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https://bloomerang.co/demo/video

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Our guest presenter »Brent A. Hafele, M.A. @NewDayBrent

• Vice President of Client Services at Dickerson, Bakker & Associates

• Previously Executive Director at the Chippewa Valley Free Clinic, Development Director at Hope Gospel Mission, Consultant at NewDay Nonprofit Solutions

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Presented by:Brent A. Hafele, M.A. Vice President

Best Practices &Common Mistakes

Capital Campaigns

Sponsored by:

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Brent A. Hafele, M.A.Vice President

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What is a Capital Campaign?

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What is a Capital Campaign?

!vs. ! - Bob Duncan

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What is a Capital

Campaign?

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What is a Capital

Campaign?

1. Intensive, highly coordinated

fundraising effort

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What is a Capital

Campaign?

1. Intensive, highly coordinated

fundraising effort2. Large goal (typically

3-10x annual income)

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What is a Capital

Campaign?

1. Intensive, highly coordinated

fundraising effort2. Large goal (typically

3-10x annual income)

3. Defined period of time

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Best Practice #1 Plan Ahead

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Best Practice #1 Plan Ahead!

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Best Practice #1 Plan Ahead!

Blog

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Best Practice #1 Plan Ahead!

• Strategic Planning

Blog

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Best Practice #1 Plan Ahead!

• Strategic Planning• Fundraising

Blog

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Best Practice #1 Plan Ahead!

• Strategic Planning• Fundraising• Staffing

Blog

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Best Practice #1 Plan Ahead!

• Strategic Planning• Fundraising• Staffing• Board Development

Blog

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Best Practice #1 Plan Ahead!

• Strategic Planning• Fundraising• Staffing• Board Development• Project

Blog

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Best Practice #1 Plan Ahead!

• Strategic Planning• Fundraising• Staffing• Board Development• Project• Counsel

Blog

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Best Practice #2 Leadership Focus

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Best Practice #3 Minimize the Goal to Maximize the Gift

50/5

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Best Practice #2Think SustainabilityBest Practice #4

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Best Practice #2Think SustainabilityBest Practice #4

• Preserve Annual Giving

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Best Practice #2Think SustainabilityBest Practice #4

• Preserve Annual Giving• Post Campaign Operations

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Best Practices 1. Plan Ahead.2. Leadership Focused.3. Minimize Goal/Maximize

Gift4. Think Sustainability.

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Mistake #1 Skipping the Study

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Mistake #1 Skipping the Study

Case, Capacity, Leadership

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Mistake #1 Skipping the Study

Prepares Donors

and LeadershipCase, Capacity, Leadership

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Mistake #2

Not Asking for Major Gifts

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Mistake #2 Not Asking for Major Gifts

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Mistake #3

Premature Timing

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Mistake #3 Premature Timing

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Mistake #3 Premature Timing

Launch

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Mistake #3 Premature Timing

KickoffLaunch

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Mistake #3 Premature Timing

KickoffGround Breaking

Launch

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Mistake #4 Poor Follow-up

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Mistake #4 Poor Follow-up

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Mistakes 1. Skipping the Study.2. Not Asking for Major Gifts.3. Premature Timing.4. Poor Follow-up.

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By Brent A. Hafele, M.A.Dickerson, Bakker & Associates

[email protected]

Best Practices &Common Mistakes

Capital Campaigns

Sponsored by:

Blog

Free Campaign Set

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