Getting to Goal: Quarterbacking the Capital Campaign for Nonprofit Organization
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About this ebook
June L. Shomaker
June and Trish have been active in their community for over 25 years and involved in many capital campaigns. They have worked with consultants and without them. They wanted to write a manual for nonprofits to follow that would allow them to see the whole picture of a campaign and begin to see themselves in the many different roles that it takes for a successful one. A reader will be interested because the manual is easy to follow, gives a timeline to accomplish the campaign with job descriptions and worksheets. They also have examples of simple case statements, pledge cards, and organizational charts. They assume that you have you have never run a capital campaign and need basic practical advice.
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Book preview
Getting to Goal - June L. Shomaker
Contents
Introduction
Getting Started
Structuring the Campaign
Running the Campaign
Closing the Campaign-Touchdown!
Appendix
Campaign Support Side Organizational Chart
Campaign Soliciting Side Organizational Chart
Division Organizational Chart for 100 Personal Calls
Appendix Article IV: Sample Materials
Pre-Campaign Checklist
Campaign Year Checklist
Introduction
The capital campaign is the single most important and ambitious fund-raising effort that any non-profit organization can undertake. If it is not well thought out and organized, and if there is not 100% commitment from all the key players, it could leave the non-profit in a less solvent position than before the campaign was conceived.
Many decades ago only the very wealthy, such as the Rockefellers and the Vanderbilts, made large gifts to support the arts, education, social service agencies, land conservation and so forth. Today we still depend on the generosity of foundations and corporations, but giving has shifted in a major way. Local fund raisers have gone from relying on large corporate gifts to a greater dependence on many individual gifts from donors in the community at large. We can no longer depend on major corporations to take us to our goals. Due to corporate downsizing and challenging economic times, we now must look beyond large corporations to individual donors and businesses.
The giving amount of the mid-to-higher income group across the United States is approximately $241 billion annually. That really gets our attention-We are definitely talking about the importance of creative and organized fund-raising as a key element in the successful operation of a non-profit organization.
The capital campaign requires total commitment to the project by the Board of Directors, the Executive Director, the staff, the campaign chair(s), the Steering Committee leadership and the many volunteers who will ultimately be involved. The campaign decision must be a direct outgrowth of the non-profit organization’s mission and its vision for future needs, growth and facility expansion.
How and why did we decide to write this book? We both have had leadership roles in a number of campaigns and, although we are not formally trained fundraisers, we, like our predecessors, went to the school of experience and feel that we have earned graduate degrees! Our experience is mostly in the Carlisle, Pennsylvania area, a community of about 20,000 people in south central region of the state near Harrisburg. And, while our area definitely has its own unique rules of the game, we believe that the information in Getting to Goal will be useful to anyone who wants to learn more about managing a successful capital campaign.
We can proudly say that all of our
capital campaigns have achieved their goals-one secret is persistence until the goal is reached. But the underlying objective of a capital campaign is not to say that we have reached the goal; the real reason to conduct a capital campaign, of course, is that the agencies need these funds to improve their current facility or to purchase a new more, efficient building. In our area particularly, capital campaigns are not for raising funds for operations within the organization, such as salaries. Capital campaigns mean Bricks and Mortar
, and can also be used to build endowment.
In this book we will assume that your non-profit has never run a capital campaign or that it has been a number of years since the last one. We have written this book to help you in all the ways that we know how to make your campaign a real winner. We will keep advice as simple and straightforward as possible. As you read this book don’t be intimidated by the many details. We have tried to include things we have come across in past campaigns. Our book focuses on campaigns of $1M and less. You will need to tailor this information to fit your needs, ideas, and size of campaign. For instance, if your campaign is for $300,000 or less you can combine some divisions as well as job descriptions. Nothing here is carved in stone but we have been successful using this format. Your local library or United Way may have copies of other resources for your organization