Working as a Camp Team to Execute a Capital Campaign
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Transcript of Working as a Camp Team to Execute a Capital Campaign
Working as a Camp Team to Execute a Capital CampaignNovember 13, 2011Grinspoon Institute for Jewish Philanthropy
Herb Tobin
Mentor
Conducting a Capital Campaign
Selected Topics Getting Organized
» Capital & Endowment Grid
Campaign Goal» Setting a Capital Goal» Gift Pyramid» Donor Rating Matrix
Writing a Case Statement
Setting a Capital Goal
Name Gift$4.0 mil
$2 mil $2 mil
$1 mil $1 mil $1 mil $1 mil
$500K $500 $500 $500 $500 $500
$250K $250 $250 $250 $250 $250 $250 #250
$100K $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100
$50K $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50
Many Gifts
Gift PyramidTypical Capital
Campaign $10 Million GoalAmount
$4 mil
$4 mil
$4 mil
$1 mil
$1 mil
$1.2 mil
$2 mil
$3 mil
# of Gift Units1
203-253
150-200
20
12
8
6
4
2
Total:$20.2 mil
80 – 20 Rule90 – 10
Average Campaign has 200 – 250 Gifts
Lead Gift should be 25 – 50% of totalProject (what will the Philanthropic market bear?)
List of NamingOpponents shouldtotal 150 – 200 % ofCost of Project
Factors that Lead to Higher Interest Previous Contributor A “Sense of Ownership” of the Camp Multi-Generational Family Involvement Emotional Attachment/Strategic to the Project Strong Tie to a Person Involved
Donor Rating
Writing a Case Statement
Background History of the camp The current status/statistics of the camp
The Proposed Project How the continued growth/success of the
camp is impacted by a lack of adequate facilities
What the proposed new facility will be: give a “tour” of the building: what are the significant architectural features: the costs
Time frame for the new facility
The Campaign The creation of a campaign in response to
the challenge: who’s involved: how much List of naming opportunities How you can be involved
Visuals Map of site Site plan Renderings of the building Elevators Typical floor plans Artist’s renderings of interior Photos of campers List of naming opportunities Reply vehicle
Questions?
Selecting a Consultant» Do you need one?» If so, creating an interviewing and selection process » Hiring the consultant: Terms and Conditions