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8 Foundations for a Successful Major
Campaign
2/26/15 1pm Eastern
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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
Check out our blogs and podcasts at
LighthouseCounsel.com
Find us on:
@jeffjowdy
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