Managing the Capital Campaign

Lilly Family School of Philanthropy

How long?

  • from 3 days
  • online, in person

What are the topics?

Lilly Family School of Philanthropy

Disclaimer

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Full disclaimer.

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.

Schedule

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.

Agenda

DAY ONE

Introductions

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

Adjourn

DAY TWO

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

Adjourn

DAY THREE

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

Graduation

Adjourn

### 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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Disclaimer

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.

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.