8  Foundations  for  a   Successful  Major  

Campaign  

2/26/15  1pm  Eastern  

The  presentation  will  begin  shortly.

Before  We  Get  Started3

This  presentation  is  being  recorded!  

The  recording  and  slides  will  be  emailed  to  you    later  this  afternoon.  

Please  chat  in  any  questions  for  our  guest.    We  will  answer  them  in  the  formal  Q&A  session    

at  the  end  of  the  presentation.

3

3

Our  guest  presenter  »

Jeffy Jowdy

Founder and president of Lighthouse Counsel, a consulting firm serving nonprofit clients in board development, fundraising, strategic planning and communications with offices in Athens, GA and Franklin, TN.

Eight Foundations for a Successful

Major Campaign

February 26, 2015

"Pennants are won and lost during spring training.”

– Tommy Lasorda

Eight foundations for a successful

major campaign

1. Strong staff and board leadership

2. Effective strategic plan

3. Successful institutional programs

4. Financial strength

5. Annual fundraising success

6. Appropriate technology and systems

7. Strong case for support

8. Effective prospective donor engagement

“Shortcuts make long delays.”

– J.R.R. Tolkien, The Fellowship of the Ring

Committed to a culture of philanthropy

Priority: time and resources

Expectations of board involvement and giving

CEO and senior staff embrace best practices

Strong staff and board leadership

Effective strategic plan

Effective strategic plan

Drives the fundraising initiative

Involve key constituents

Incredible cultivation opportunity

Process, not an event

Must be communicated

Failing to execute makes it a wasted effort

Builds confidence in institution

Successful institutional programs

Vibrant programs that support the mission

Existing level of excellence

Measurable outcomes with track record of success

Stories of impact

Financial strength

Ability to sustain

Worthy of support

Sound management

Annual fundraising success

“I have tried raising money by asking for it, and by

not asking for it. I always got more by asking for it.”

– Millard Fuller

Annual fundraising success

The foundation for successful fundraising

A predictor of success in overall development

efforts

Critical in identifying major gift prospects

Appropriate technology and systems

Attention to detail improves the net

Appropriate technology and systems

Select the right software for your institution today –

and for the next five years

Get trained – and cross trained

Develop regular reports

Benchmark your progress

Update records regularly

Systems for gift processing

Strong case for support

“Never think you need to apologize for asking

someone to give to a worthy objective, any more

than as though you were giving him an opportunity

to participate in high-grade investment.”

– John D. Rockefeller

Strong case for support

Case for support – the rationale behind your

campaign

Can be flexible and evolve over time

Develops into a campaign case statement and other

materials

Case reflects compelling and well defined

objectives

Prospective donor engagement

“You can have brilliant ideas, but if you can't get

them across, your ideas won't get you anywhere.”

– Lee Iacocca

Comprehensive prospective donor identification,

cultivation and stewardship

Prospective donor engagement

Effective communications:

• Broad-based awareness, followed by strategic

communications efforts (more personal)

• Your best friends – and future best friends – hear

from you regularly

• Multi-channel

Prospective donor engagement

Robust prospective donor pool:

• That all-important pipeline

• Growing number of donors, repeat donors and

increased gift amounts

• Volunteer opportunities

– Strong constituent (i.e. alumni, parent, family) programs

can help

• Use of volunteers in identification process

• Wealth screening

Prospective donor engagement

"If you want to raise alfalfa, you can get several

crops a year. But if you want to raise oaks, it will

take a little longer."

– Harold "Si" Seymour

Eight foundations for a successful

major campaign

1. Strong staff and board leadership

2. Effective strategic plan

3. Successful institutional programs

4. Financial strength

5. Annual fundraising success

6. Appropriate technology and systems

7. Strong case for support

8. Effective prospective donor engagement

Questions?

Thank you!

Jeff Jowdy

Jeff@LighthouseCounsel.com

Check out our blogs and podcasts at

LighthouseCounsel.com

Find us on:

@jeffjowdy

Free  educational  resources  »

https://bloomerang.co/resources

•Daily  blog  post  •Weekly  webinars  •Downloadables  •Nonprofit  Wrap-­‐Up  •Bloomerang  TV