Title: What Pastors Can Do With Capital Campaigns
1What Pastors Can Do With Capital Campaigns
- NAD Ministries Convention
- Tucson, Arizona
- January 8, 2007
- Ken Turpen, CFRE
- Director
2Capital Stewardship Process
- Capital Continue to grow ministry
- Expand facilities, new programs, evangelism
- Stewardship Need based giving
- Relational giving
- Process Focus Viewed in light of mission
Vision takes center stage
3The Steps
- 1. Church Readiness/Preparation
- 2. Leadership/Volunteer Development
- 3. The Feasibility Study
- 4. Planning the Campaign
- 5. Church-Wide Involvement
-
4Knowing when youre ready for a capital campaign.
- For asset building of the church
- Best suited for churches that have an integrated
stewardship program in place - Strong lay leadership, Pastor, Board
- Established relationships crucial
- Major and planned gifts a must
5Feasibility Study Basics
- Testing readiness by interviewing prospective
donors - Requires an experienced professional consultant
- Appointments set by staff and confirmed
- Interviews last approximately one hour
6Sample Study Questions
- Establish church member relationship
- Explore donor buy-in attitudes
- Identify potential leadership
- Assess gift potential
- Determine optimum phasing
7What can you expect from a feasibility study?
- Professional analysis of readiness
- Assessment of attitudes
- Recommendations for steps to take
- A written fund raising plan
- New insights about donor relationships
- New sources of income
- A written case for support
8Nine Essentials to an Effective Study.
- The history of the organization
- The fund raising plan
- How to give a gift
- Leadership role
- The institutions unique role
- The goals
- The fundraising equation
- The problem and the opportunity
- Proposed solution
9Do you need a feasibility study and a
consultant?
- Questions to ask yourself
- Do you know who your top prospects are for gifts
of 150,000, 100,000, 75,000 and 50,000? - Are these prospects already involved in the
discussions related to your campaign? - Do you know what aspects of the campaign are of
most interest to them? - Do you know who (a volunteer) will lead your
campaign? - Do you know what aspect of your case for support
is most appealing to your top prospects?
10Â Â Suggested Table of Gifts
Required to Reach 800,000 Goal  Â
  Campaign Standards Chart Prepared
by Philanthropic Service for Institutions 2004
11Planning The Campaign Purpose
- What type of campaign?
- Traditional (bricks and mortar)
- Endowment (capital investment fund)
- Combined Campaign (all needs)
- Project Campaign
12Planning-Based on the Feasibility Results
- Organizational report findings
- Assess image and evaluate case
- Fine tune campaign goals
- Determine length of the campaign
- The project scope and implications long-term
- Final table of gifts
- Leadership and stake holders buy-in
13Planning The Details
- Campaign materials
- The budget
- Campaign timeline
- Develop a campaign organizational structure
- Job descriptions for staff, committees and
volunteers
14Campaign Materials
- Press releases or media kits
- Stationery and envelopes
- Fact sheets
- Brochures
- Speaking notes for leadership
- Proposals
- Video
- Pledge cards/letters
- Web site
- Ambassador packets
- Endowment components
- Detailed plans
15The Budget What to Include
- Consultant fees and expenses
- Cost of staff
- Travel
- Materials for campaign
- Project related fees
- Recognition
- Office expenses equipment, postage, software,
etc
16The Campaign Timeline
- Select campaign counsel
- Determine campaign divisions (silent/public)
- Hire/train staff
- Assemble committees
- Internal Campaigns
- Identify and research leadership prospects
- Train volunteers
- Silent Start
- Kickoff Event
17The Campaign Timeline Pt 2
- Conduct general phase
- Victory celebration
- Clean up phase
- Final report
- Donor recognition
- Dedication/open-house
- Evaluation
- Planning the next step to maintain donor contact
18Organizational Structure
- Chair(s)
- Vice Chair
- Development Officer
- Campaign committee
- Special Events Advance gifts General gifts
- Kickoff Events Business gifts Phonathon
- Dedication Mail
19Staff Roles
- Coordinate meetings and events
- Communication
- Internal and external
- Prepare reports as needed
- Clerical support
- Volunteer support
- Solicitation mailings
- Gift processing
- Gift acknowledgement
20Campaign Volunteer Roles
- Support committee responsibilities
- Identify prospective donors
- Cultivate prospective donors
- Identify campaign volunteers
- Make a personal contribution
- Ask prospects for gifts
21Key Areas for Success
- Advisory board/committee buy-in on their
leadership role of the campaign - A feasibility study to offer a realistic
assessment - Involve Community leadership
- Sufficient time for campaign preparation and
organization
22Key Areas - Continued
- Adequate time for cultivation process
- Getting outside/professional counsel for
dedicated leadership time for campaign - Build from stewardship giving program up
23Prospect Research Cultivation
- Linkage, ability interest
- Best Prior donors, donor recommendations,
volunteer link - Remember the closer the link the better
24About PSI
- Founded in 1975 by Neal C Wilson and Milton
Murray - Leading philanthropy in the Adventist Church
- Working with institutions to raise more than 110
Million annually and 1Billion since 1980. - Providing resources, education, and services
- Contact PSI at www.philanthropicservice.com or
301.680.6138
25Questions?