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?
10 Suggested Table of Gifts
Required to Reach 800,000 Goal
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?