8 Foundations For A Successful Major Campaign

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  • 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

  • 3Our 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

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