How to Get Ready for a Special Campaign
Ten Tips to Ready for a Special Campaign April 28, 2015 Who are we? Barbara Maduell, CFRE Senior Consultant • 25+ years in the field • Clients in all sectors, strong focus on education and youth • Passionate about meeting organizations where they are Amy Brown, CFRE Senior Consultant • 20+ years in the field • Specializes in major gifts, campaign planning and donor relations, primarily in Oregon and SW Washington • Campaigns of $1 million to $39 million © Collins Group, a division of Campbell and Company Building on your good work! 4 If you remember one thing… Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. A working definition Special Campaigns capitalize community values through your program Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. It’s not about you “Donors do not give to organizations because organizations have needs; they give because organizations meet needs.” - Kay Sprinkel Grace Beyond Fundraising Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. What successful campaigns accomplish • Transforms program • Develops leaders • Builds culture of philanthropy • Increases visibility • (Re)ignites supporters Potential pitfalls • Community doesn’t embrace vision • Limited due diligence • Lack of volunteer leadership • Too few donor prospects • Staff not prepared Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. Why campaigns succeed Tip #1: Invest in planning Dev Financial Program Master Strategic Tip #2: Build brand awareness • • • • Identity Niche Audiences Impact Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. Tip #3: Develop the campaign promise • Lead with vision • Why, vs. what • Donor’s point of view: • • • • Context Urgency Community benefit Difference philanthropy makes Tip #4: Engage board and staff • Board “owns” the campaign • Educate about campaign “how-to” • A role for everyone Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. Tip #5: Find your champions • Focus on the first few • Identify staff experts • Look beyond the board Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. Tip #6: Prepare the CEO • • • • • • Time and resources Voice of optimism Training and coaching Natural partner Everyone’s peer Campaign = organization’s #1 priority Tip #7: Include donors at the table • Engage donors in planning • Invite feedback along the way • Ask donors to identify other prospects Question or comment regarding the material? Please send a chat to Collins Group. If you experience any sound issues, please use the telephone option. If you still experience difficulties please call 800-263-6317. Tip #8: Identify top prospects • • • • • Connection, commitment, and capacity Rule of 12 90/10 Top down, inside out Role of research Rule #9: Invest in a study • • • • • • • Credibility Engagement Positioning Feasible goal Sources of support Staffing Timing Rule #10: Spiff up your systems • • • • • Policies Procedures and protocols Recording and reporting Data management Alignment with Finance Bonus Tip #11: Visit with peers • Ignorance is not bliss • Successes and challenges • What I wish I’d known… • How to have fun! We’re here for you Barb Maduell BarbM@collinsgroup.com Amy Brown AmyB@collinsgroup.com www.collinsgroup.com Twitter: @CollinsGrp © Collins Group, a division of Campbell and Company
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