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Lilly Family School of Philanthropy

Managing the Capital Campaign

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Next dates

Apr 24—26
3 days
Chicago, IL, USA
USD 1295
USD 431 per day
Jun 26—28
3 days
Indianapolis, IN, USA
USD 1295
USD 431 per day
Aug 26—28
3 days
Minneapolis, MN, USA
USD 1295
USD 431 per day
+3 more options


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.




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


Course Schedule
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