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Capital Campaigns in a Religious Congregation involve Good Stewardship and Collaboration

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Video of the case. More Outcomes. The role of leadership in a campaign ... Members feel they have the right to know the amounts donors pledge. Role of Leadership ... – PowerPoint PPT presentation

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Title: Capital Campaigns in a Religious Congregation involve Good Stewardship and Collaboration


1
Capital Campaigns in a Religious
Congregation involve Good Stewardship and
Collaboration
A review of how a capital campaign reached its
goal with the participation and support of
leadership and members

Sister Kathleen Lunsmann, IHM Development
Director Congregation of the Sisters, Servants
of the Immaculate Heart of Mary Scranton, PA
2
Anticipated Outcomes
  • 10 basic steps to a successful capital campaign
  • Case study of IHM Sisters campaign Building on
    a Lifetime of Service
  • Video of the case

3
More Outcomes
  • The role of leadership in a campaign
  • Contributions from members of a religious
    community
  • How can they help?
  • How can they get in the way?

4
Questions and Concerns
  • What particular question, concern or issue would
    you like addressed during this presentation?

5
Spirituality of Fundraising
  • As a form of ministry, it is as spiritual as
    giving a sermon, entering a time of prayer,
    visiting the sick or feeding the hungry.
  • -Henri Nouwen

6
Ministry of Fundraising
  • Those who need money and those who can give money
    meet on the common ground of Gods love
  • Asking people for money is giving them the
    opportunity to put their resources at the
    disposal of the Kingdom

7
Gospel Call
  • From the perspective of the gospel, fundraising
    is not a response to a crisis.
  • It is a way of announcing our vision and inviting
    other people into our mission.
  • -Henri Nouwen

8
Fundraising Methods
Fundraising techniques your organization can use
  • Direct Mail
  • Grants
  • Special Events
  • Planned Giving
  • Internet web page
  • Capital Campaigns

9
Capital Campaign
  • Capital campaigns are necessary to raise a
    significant amount of money for a specific
    project or need
  • Well-planned and executed in a short time frame
  • Major donors give from their assets
  • Continue annual fund
  • 10 Steps to a Successful Capital Campaign

10
Step 1 Make the Case
  • State the need clearly
  • State the reason why a donor should give
  • Know what you are raising money for
  • Come to agreement

11
Step 2 Sketches and Budget
  • Donors will want to see the plans and your
    commitment
  • Set aside operating funds
  • Budget for campaign expenses
  • Travel
  • Printing
  • Events
  • Brochures
  • Consultants

12
Step 3 Feasibility Study
  • Feasibility Study accomplishes 5 things
  • Community perspective of organization
  • Is project worthy of funding? Is it important?
  • Is there money in the community for project?
  • Gives organization a chance to ask for input
  • Assesses organizational infrastructure

13
Step 4 Campaign Committee
  • Assemble capital campaign committee
  • Members of the board
  • Appropriate staff
  • Volunteers
  • Alumni
  • Chair of the committee
  • Committee is responsible for overseeing the
    entire campaign

14
Step 5 Develop a Plan
  • Determine sources of funds and develop a plan to
    budget your time
  • Individual gifts
  • Gifts from corporations
  • Grants from foundations
  • Divide your potential donors into lead gifts,
    major gifts, benefactor gifts, and modest gifts

15
Step 6 Case Statement
  • Description and history of organization
  • What is the need?
  • Project description
  • Leadership and committees
  • Opportunities for recognition

16
Step 7- Make the Ask
  • Potential donors
  • Current and past donors
  • Campaign committee
  • Friends and colleagues of committee members
  • Vendors to your organization
  • People in the community

Major gift solicitation never involves strangers
17
Step 8 Corporation Support
  • Solicit donations from corporations
  • Solicit grants from foundations
  • Draft specific proposal
  • Site visit is recommended

18
Step 9 Announce Campaign Goal
  • Kick off event
  • When 50 of the goal has been reached
  • Move from the quiet phase into the public phase
  • Begin to solicit modest individual donors

19
Step 10 Celebrate
  • Celebrate your success to thank everyone who was
    instrumental to the campaign
  • Remember that todays capital campaign donor is
    tomorrows annual fund supporter

20
Campaign Newsletters
  • Show the progress of the project AND the progress
    of the campaign
  • List names of donors who are committed
  • List ways donors can help
  • Send frequently
  • Keeps donors interested
  • Keeps organization accountable

21
Direct Mail
  • Not as effective as personal solicitation
  • Used for campaign cleanup
  • Capital Campaign donors and direct mail donors
    are not the same thing

22
How members help . . .
  • Ask congregation members to share names of people
    who are affluent and who are connected
  • Members can tell you stories about donors
  • Members can be invited to receptions

23
. . . and sometimes get in the way
  • Members are not aware of the financial situation
    of their family members
  • Members feel they have the right to know the
    amounts donors pledge

24
Role of Leadership
  • Identifying donors (board members)
  • Attending events
  • Donor visits with development
  • Encouraging membership
  • Communicating a positive message

25
Donor Communication
  • Newsletters and publications
  • Christmas cards
  • Thanksgiving/Easter cards
  • Phone calls from Major Superior
  • Phone calls and notes from Development Office
  • Birthday cards

26
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30
Thank You
Sister Kathleen Lunsmann, IHM (570)346-5431 www.s
istersofihm.org lunsmk_at_sistersofihm.org
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