What Pastors Can Do With Capital Campaigns

1
What Pastors Can Do With Capital Campaigns

• NAD Ministries Convention
• Tucson, Arizona
• January 8, 2007
• Ken Turpen, CFRE
• Director

2
Capital 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

3
The Steps

• 1. Church Readiness/Preparation
• 2. Leadership/Volunteer Development
• 3. The Feasibility Study
• 4. Planning the Campaign
• 5. Church-Wide Involvement

4
Knowing 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

5
Feasibility Study Basics

• Testing readiness by interviewing prospective
  donors
• Requires an experienced professional consultant
• Appointments set by staff and confirmed
• Interviews last approximately one hour

6
Sample Study Questions

• Establish church member relationship
• Explore donor buy-in attitudes
• Identify potential leadership
• Assess gift potential
• Determine optimum phasing

7
What 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

8
Nine 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

9
Do 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
11
Planning The Campaign Purpose

• What type of campaign?
• Traditional (bricks and mortar)
• Endowment (capital investment fund)
• Combined Campaign (all needs)
• Project Campaign

12
Planning-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

13
Planning The Details

• Campaign materials
• The budget
• Campaign timeline
• Develop a campaign organizational structure
• Job descriptions for staff, committees and
  volunteers

14
Campaign 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

15
The 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

16
The 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

17
The 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

18
Organizational Structure

• Chair(s)
• Vice Chair
• Development Officer
• Campaign committee
• Special Events Advance gifts General gifts
• Kickoff Events Business gifts Phonathon
• Dedication Mail

19
Staff Roles

• Coordinate meetings and events
• Communication
• Internal and external
• Prepare reports as needed
• Clerical support

• Volunteer support
• Solicitation mailings
• Gift processing
• Gift acknowledgement

20
Campaign Volunteer Roles

• Support committee responsibilities
• Identify prospective donors
• Cultivate prospective donors
• Identify campaign volunteers
• Make a personal contribution
• Ask prospects for gifts

21
Key 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

22
Key Areas - Continued

• Adequate time for cultivation process
• Getting outside/professional counsel for
  dedicated leadership time for campaign
• Build from stewardship giving program up

23
Prospect Research Cultivation

• Linkage, ability interest
• Best Prior donors, donor recommendations,
  volunteer link
• Remember the closer the link the better

24
About 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

25
Questions?