Join Linda Lysakowski and Jay Love of Bloomerang for a discussion about capital campaigns. Linda will give you an overview of when a campaign is most appropriate, and how to ensure that it is successful.

1. Bloomerang
August 7, 2013
Linda Lysakowski, ACFRE
Linda Lysakowski LLC
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

2. What is a Capital Campaign?
 A significant fundraising effort
 For major institutional needs:
 buildings
 endowment
 program
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

3. A Capital Campaign Involves
 Sound research
 Long-range planning
 Persuasive campaign literature
 Effective organization
 Application of proven procedures
 Careful scheduling and publicity
 A specified time period
 A prescribed budget
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

4. A Solid Foundation–
The Infrastructure
 Ethical Standards
 Donor Software
 Annual Giving History
 Gift Acceptance Policies
 Staff Support
 Approval of Regulatory Authorities
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

5. Pillars of Success
 Board Commitment
 Case for Support
 Prospective Donors
 Effective Volunteer Leadership
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

6. Are You Ready for a
Campaign
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

7. Software System
Requirements for Campaigns
 Coding Structure
 Campaign Divisions
 Solicitors
 Mail Merge for personalized appeals
 Pledge reminders/acknowledgments
 Reports
 Cash flow projections
 Reports by solicitor
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

8. Gift Acceptance Policies
 What type of gifts will you accept?
 How will you use those gifts?
 How and when will you dispose of the
gifts?
 How will you manage your investment
portfolio?
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

9. Board Responsibilities
 Capability (Affluence)
 Give at a Meaningful Level
 Access to Potential Donors
 Influence
 Promotion of Organization
 Promotion of Campaign
• Willingness
– Board Participation
– Campaign Leadership
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

10. Development Staff Functions
During Capital Campaign
 Coordinate Meetings and Events
 Prepare Reports for Board, CEO, Cabinet
 Support Volunteers
 Internal Communications
 External Communications
 Clerical Support
 Solicitation Mailings, Acknowledgments,
Reminders, Meeting Agendas, Minutes
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

11. Campaign Volunteers
 Campaign Cabinet
 Campaign Committees
 Division Committees - Leadership, Major
Gifts, Small Business, General, etc.
 Event Committees – Kick Off,
Dedication/Recognition
 Public Relations Committee
 Finance Committee
 Building Committee
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

12. Benefits of a Planning Study
 Helps to Pre-sell Campaign
 Attracts Key Leadership
 Helps Strengthen Relationships
 Makes New Friends for the Case
 Helps Raise the Sights of Everyone
 Supports Need for Lead Gifts
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

13. Effective use of a donor database
makes the campaign “Goal”
achievable . . .
Capital Campaign Tools

14. Capital Campaign Tools
Effective use of a donor
database is?

15. Capital Campaign Tools
Effective use of a donor
database is?
Simply “EVERYONE” using it
daily to build relationships!

16. Capital Campaign Tools
Chairing the YMCA Branch
Capital Campaign

17.  CRM so Intuitive (No training
Needed)
 Bring BEST Practices to Life
 A Tool Fundraisers Could Not
Live Without!
Capital Campaign Tools

18. The word "linchpin" is also used figuratively to mean
"something [or someone] that holds the various elements of
a complicated structure together."
Engagement is the Linchpin

19. “Engagement” Tracking
If knowing the level and
progression of “engagement” for
any prospect relationship is key
to campaign success . . .
How do we do it?

20. CUE THE EXPERTS:
Dr. Adrian Sargeant
Bloomerang Chief
Scientist
Professor of Fundraising at the Center on
Philanthropy at Indiana University holding
what is presently the world’s only endowed
chair in that discipline.
Top 10 Most Influential People in Fundraising
Renowned expert on Donor Retention and
Donor Loyalty
Mr. Tom Ahern
Bloomerang Donor
Communications Head
Coach
One of the world’s top authorities on donor
communications
Author of 4 books on Donor Communications
Winner of 3 prestigious international IABC Gold
Quill awards

21. Automatic Engagement Factors
@bloomerangtech | 21
• Recency and pattern
of giving
• Cash donors vs.
sustaining donors
• # of years giving +
• Upgrade /
Downgrade + -
• Lapsed -
• Event attendance +
• Opens email +
• Click links in emails
+
• Unsubscribes
from email -
• Has stated
communication
preferences +
• Has inbound
interactions +
• Has soft credits +
• Volunteers +
• Social Media
(coming soon)
• …and a whole lot
more!

25. What is the donor’s
engagement over time!
Highlight vital “retention” information
---

29. Next-Gen Database/CRM
Easy Enough for All to Use!
(Even the CEO)
Enables Campaign
Best-Practices!

30. Questions
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

31.  10% Discount on Linda’s Capital Campaign
books
Special Offer
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

32. Thank You
 www.LindaLysakowski.com
 Follow me:
Linda Lysakowski, LLC
@LLysakowskiLLC
Linda Lysakowski, ACFRE
Linda Lysakowski.com: Dedicated to inspiring philanthropy and creativity

33. Next Webinar:
Peer-to-Peer Fundraising
+
Donor Retention
When: August 14th, 1pm EST
Fundly | Jay Love
https://bloomerang.co/resources/webinars/