Managing the Capital Campaign

Lilly Family School of Philanthropy

How long?

  • 3 days
  • in person

What are the topics?

Lilly Family School of Philanthropy


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About the course

Build your fundraising skills to build your next building. Learn the five phases of a successful capital campaign that will help you design a visionary goal with a specific timeline, engage your board and involve your community – all while avoiding costly mistakes and maintaining your current funding.


Managing the Capital Campaign is offered in-person in multiple cities or online.

In-person Schedule

The in-person class is three days in length.

  • Day 1: 8:30 a.m.–5 p.m.
  • Day 2: 8:30 a.m.–5 p.m.
  • Day 3: 8:30 a.m.–5 p.m.

Online Schedule

The online course is six weeks in length.

Each week you'll have a course module to complete. Each module consists of:

  • readings from a PDF study guide
  • viewing a pre-recorded narrated presentation
  • completing a 10-question quiz where you must score a 7 or higher
  • engaging in forum discussions with others
  • and submitting assignments.




Course Overview

Development Overview

  • Definition of Capital Campaign
  • Developing a Donor
  • 4-Legged Stool
  • Sources of Gifts

Campaign Readiness

  • Types of Campaigns
  • Campaign Best Practices
  • Campaign Assessment
  • Link to Strategic Plan

Campaign Planning, Phase I

  • Overview
  • Campaign Objectives
  • Selling Dollar Goals

Campaign Planning, Phase I, continued

  • Case for Support
  • Gift Range Charts

Southwest Community Center

  • Campaign Objectives
  • Campaign Theme
  • Campaign Goals



Gift Range Charts Review

Campaign Planning Study

  • Consultant Report
  • Southwest Community Center Work Session 2

Campaign Consultants

Campaign Planning, Phase II

  • Staffing
  • Policies
  • Budget
  • Communications

Campaign Planning, Phase II, continued

  • Donor Recognition
  • Naming Opportunities
  • Campaign Structure
  • Campaign Timetable

Building the Nucleus Fund

  • Prospect Management
  • Ratings Matrix

Lead Gift Solicitation

  • Prospect Research
  • The Art of Questioning
  • Strategic Gifts



Prospect Solicitation Review

  • 4 Parts of Solicitation
  • Handling Objections
  • Solicitation Materials

Solicitation Exercise

The Public Phase

  • Touch Point Strategies
  • Capital Campaign Self-Test
  • Volunteers

Other Campaign Considerations

  • Financial Modeling
  • Business Planning

Campaign Completion

  • Post Assessment Process
  • Follow Through

Capital Campaign Action Plan

  • Priorities
  • Q&A



### You’ll learn how to

  • Determine your organization’s readiness for capital fundraising
  • Plan a capital campaign from preparation to celebration
  • Develop and use gift range charts as planning, involvement, and evaluation tools
  • Enlist and motivate the right volunteer leadership for your capital campaign
  • Conduct prospect research that helps to determine gift capacity
  • Integrate capital fundraising in your development program

You’ll also learn

  • The role of capital fundraising in your development program
  • Current trends in fundraising
  • Effective use of a consultant

What you’ll receive

  • An easy-to-use, comprehensive study guide for future reference
  • “Best practices” advice on capital campaigns
  • A checklist for gauging internal readiness for capital fundraising
  • Marketing tools to assess campaign feasibility
  • Exercises in goal setting
  • Tips for involving volunteers

Videos and materials

Managing the Capital Campaign at Lilly Family School of Philanthropy

From  $1,295

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Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

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Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.