Managing the Capital Campaign

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