We Are Chicago - Endowment Campaign Chicago Community Trust
12
A MODEL ENDOWMENT CAMPAIGN THAT WORKS (FOR ANY SIZE COMMUNITY FOUNDATION!) Jamie Phillippe, CFRE Vice President of Development and Donor Services The Chicago Community Trust October 18, 2014
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Transcript of We Are Chicago - Endowment Campaign Chicago Community Trust
A MODEL ENDOWMENT CAMPAIGN
THAT WORKS(FOR ANY SIZE COMMUNITY FOUNDATION!)
Jamie Phillippe, CFRE
Vice President of Development and Donor Services
The Chicago Community Trust
October 18, 2014
Timeline:
Prepare April 2008 – September 2009
Launch & Conduct October 2009 –
December 2015
Close & Recognize December 2015 –
May 2016
Types of Gifts:
Estate Commitments
Conversion of Family Foundations to
Donor Advised Endowment Funds
Dollar Goals
“
“Business as Usual”
$500,000,000
“Endowment”
$500,000,000
Total
$1,000,000,000
Civic Leadership Committee
Co-Chair
Co-Chair
Campaign Committee
Chair
Campaign Marketing Committee
Chair
Stewardship Committee
Chair
Volunteer Leadership Organization Chart
Timeframe:
Preparation
April 2008 – September 2009
Seven development/donor services staff
hired
Study Committee convened
Feasibility Study conducted
Internal Assessment conducted
Donor Perception Survey conducted
Implementation
October – December 2009
October: Campaign launched
Volunteer Leaders recruited for 4 committees
Inaugural committee meetings held
Timeframe:
Implementation: (continued)
2010
January: New donor database/CRM system
installed
May: Established Legacy Society
May: First solicitations occur
May: Marshall Field converts family foundation
to DAEF
July: Marshall Field confirms CCT is in his
estate for $60 M
CCT holds 95th Anniversary event
Dec: Total raised - $148 M
Implementation: (continued)
2011
Jan: Gift policies
approved
96th Anniversary event
held
Dec: Total raised - $410
M
2012
CCT hosts Nobel
Summit
May: First marketing
material complete ($680
M raised)
Dec: Total raised - $718
M
Implementation: (continued)
2013
April: 98th Anniversary event held
June: Secondary Campaign marketing
materials ready ($910 M raised)
December 4: Campaign surpasses $1B two
years ahead of schedule (endowment
bucket is undersubscribed)
Implementation: (continued)
2014
Feb: Campaign Committee sunsetted
Select Volunteer Leaders retained as
Campaign Cabinet
May: CCT hosts 99th Anniversary event, “On
The Table”
July: Endowment goal bucket is met
October: Total is at $1,162,000,000
Implementation: (continued)
2015
Dec: Campaign
will conclude
Total raised: ?
TBD
2016
May/June:
Appreciation and
recognition events
will be held
