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