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You are here > Home > Funding Strategies > Capital Campaigns


Capital Campaigns: Everything You Need to Know

 

To access the archived articles, and other tutorials in Grants Mentor, you must be a GrantStation member.

Part Ten - The Campaign Cabinet & Other Campaign Volunteers
Part Thirteen - Campaign Events & PR

Collecting this information will help you develop impressive and top-rate proposals. Make sure you keep these files up-to-date, because using old information can truly harm your chances of securing a grant.

 

by Linda Lysakowski, ACFRE

Campaign Events & PR
Part Thirteen

While a capital campaign should not depend on events to raise the needed money for the project, events are an important step in the campaign process. Volunteers and donors need to be cultivated, inspired and recognized throughout the campaign. Typical campaign events include:

  • Cultivation breakfasts, luncheons, dinner, cocktail parties
  • Kickoff event;
  • Groundbreaking event; and,
  • Dedication and open house.

As discussed in an earlier article, donors need information before they make a decision to support a campaign. Often this cultivation will be one-on-one and will be handled through the solicitation committees. However, sometimes it makes sense to hold a series of cultivation events designed to attract in small groups, usually with a common interest, to provide information about the capital project.

An example would be a series of “cottage meetings” hosted by a volunteer and/or donors. These cottage are usually held in the volunteer/donor’s home, with orchestrated information sessions so the potential donors can learn more about the need for the capital project.

Another option would be to have volunteers or donors invite friends, co-workers, and others to for a luncheon at the organization's facility. In this case, the Executive Director and Campaign Chair can provide the information about the need for the capital project.

Usually at these events, various media will be used to tell the story—posters with architectural drawings, a PowerPoint presentation, information packets, perhaps even a live preview of the campaign website or a video presentation.

Generally, the key event in a campaign is the kickoff event. The focus of the kickoff event is to not only announce the launch of the campaign, but to recognize donors who have already given and inspire others to give to the campaign.

Kickoff events can range from a formal black tie dinner to a series of luncheons held in different geographic locations. Regardless of the venue, it is important to remember that the kickoff event should not happen until about 60% of the goal has been raised. Announcing a campaign prematurely can be the “kiss of death” for the campaign.

Why?

Because donors sometimes feel the campaign is not going well and will not achieve its financial goal, if that goal seems too distant. On the other hand if the goal is too close to being reached, donors will think the organization does not need their pledge since success is imminent. Schedule the kick off event early on in the campaign planning process, but revisit it often to make sure the campaign is on track with pledges and gifts.

The kickoff event should be included in the campaign budget, as traditionally there is no charge for attending this event. The concept is to get as many key donors to attend the event as possible. Donors who have already made a contribution should be recognized at the kickoff event. This helps to establish the pace for future donors to get involved.

A poster with all the donor names, listings in the kick off event program, or even, unveiling the donor recognition plaque with the lead donor’s names already engraved can be inspiring to those who have not yet made their pledge.

A donor who has already made a significant gift might be asked to talk about why he/she has participated in this project. A testimonial by someone who has received services from the organization is also an inspiring way to motivate donors.

The groundbreaking is another opportunity to celebrate the campaign. For some organizations, ground isn’t broken until the campaign has been completed, in which case the groundbreaking and victory celebration can be one in the same. For other organizations, groundbreaking is started during the campaign and then the dedication and open house become the victory celebration.

The timing of the project and the events should be carefully coordinated in the overall campaign calendar. An Event Committee is responsible for coordinating all the campaign events.

Whatever type of event you host, it should always be upbeat and inspirational.

Public Relations
The campaign’s public relations committee (PR Committee) is responsible for:

  • campaign theme and logo;
  • campaign printed materials including brochures, letterhead and envelopes, response envelopes, letters of intent, fact sheets and question and answer sheets;
  • campaign video and/or Power Point presentation;
  • press releases;
  • campaign website, which may include a webcam tracking construction progress;
  • press conferences;
  • campaign speeches; and,
  • promotional items.

The PR Committee usually works with the consultant to design the theme and logo. The brochures and other campaign materials are developed based on the case for support. These items need to be ready early in the campaign so the various committees can use them in their work.

Like campaign events, it is important not to release information about the campaign too early. Often pre-campaign publicity is planned to focus on the organization's programs and services without mentioning the actual campaign. This pre-campaign publicity simply promotes awareness of the organization in the community, so once the campaign is formally launched there is a groundswell of public interest and support.

 

Case Study:

The Jewish Foundation of Manitoba

The Jewish Foundation of Manitoba searched for effective method of increasing the JFM’s profile in the community while expanding the JFM’s donor base, and increasing the size and frequency of major gifts and endowments.

The Challenge:

David Cohen was appointed Executive Director of the Jewish Foundation of Manitoba (JFM) in 1991. Coming to the JFM from a 30-year career as an investment advisor, Cohen was astonished to discover that the JFM did no marketing, nor any advertising, and did not practice any active donor solicitation. The Foundation had accumulated $10 million in assets solely through random acts of generosity.

The JFM serves a community of 15,000 Jews in Manitoba. Through research, Cohen established that his target market comprised some 5000 family units, of which approximately 500 had some commitment capacity. Out of that number, perhaps 200 families had a strong discernable attitude to charity.
David Cohen began to search for effective methods of increasing the JFM’s profile in the community, expanding the JFM’s donor base, and increasing the size and frequency of major gifts and endowments. At a 1993 fund raising trade show Cohen encountered a successful fund-raising program entitled the Book of Life.

Used by the Jewish Community Foundation of Southern Arizona in Tucson, donors participating in the Book of Life program would enter their names along with a very short paragraph about themselves. Cohen saw great value in developing donor relationships but he still had to communicate to his Board members that the Book of Life had application for the JFM. The JFM Board of Directors was initially skeptical; however, Cohen convinced them of the program’s potential, and it was implemented in 1997.

Cohen theorized that placing the Book of Life in a highly trafficked area would encourage people to browse through the Book, read the paragraphs about each donor, talk about them and then be motivated to become Signers themselves. The goal was to maximize his foundation’s exposure while simultaneously developing new and existing donor relationships. Once in place however, viewing the Book of Life revealed a dilemma: - making the Book accessible to all was inviting its deterioration and eventual destruction.

The Solution:

The solution was PlannedLegacy. PlannedLegacy offered a unique and stylish interactive kiosk that could be used to provide continuous, public access to all Book of Life entries.

The PlannedLegacy interactive kiosk provided the opportunity for participants to evolve their short biographical paragraphs to full family stories and tributes complete with multimedia elements. Bridging technology and tradition the PlannedLegacy Solution overcame geographical and generational boundaries by also placing the donor stories and JFM marketing information onto the Internet through JFM’s existing Web Site.

The final aspect of the concept to be refined was the Signing Ceremony. The Signing Ceremony is a tribute event where Book of Life participants are recognized, in the company of family and friends, for their commitment to the JFM. During the Signing Ceremony participants are presented with beautiful plaques containing a printed version of their life story. By adding an entertainment segment open to the public, the Signing Ceremony has also been an excellent method of establishing community awareness of the foundation’s initiatives.

The results have been spectacular. By 2001 there were 225 Signers in the Jewish Foundation of Manitoba’s PlannedLegacy Endowment Book of Life. In 2002, another 55 Signers will add their stories, and make their commitment to the JFM. The JFM has already received $1,500,000 in legacy gifts and $500,000 in cash gifts from only 10 of those 225 Signers. Based on a very conservative presumed average gift of $10,000, the JFM has a minimum of $2,800,000 in potential gifts. Their actual experience suggests that number will be much higher. What is the ROI for the PlannedLegacy Endowment Book of Life Program? Conservatively calculated – 40 to 50 times the initial investment!

For further information go to the PlannedLegacy website.      
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