Welcome to BLOOMERANG ACADEMYTHANK YOU for joining us!

Back to Basics: Capital Campaigns

YOUR INSTRUCTOR

Di CoxDi Cox is the Database Consultant at Bloomerang

who brings extensive non-profit and database experience to the team.

In the last 15 years, Di has worked with Crystal/IMIS, Salesforce, The Raiser’s Edge and Patriot, among

many other database types in government, for-profit and nonprofit settings.

In her spare time, Di enjoys family time, reading, and being a member of the Indy Lightsaber Academy!

● What is a Capital Campaign?● Capital Campaign Life Cycle & Feasibility Studies● Capital Campaign Prep● Using Reports* to Build Your Pyramid● Board + Capital Campaign● Additional fields in Bloomerang*● Tracking Capital Campaigns*● Resources & Q&A

Agenda

What is a Capital

Campaign?Capital Campaigns are

specific, concerted efforts to acquire assets

● Buying buildings● Renovating buildings● Buying furniture● Updating technology

Most Capital Campaigns are a 2-3 year process

Capital Campaign Life CyclePre-planning Stage Set goals

Create core team3-6 months

Feasibility Study Contingency PlanningShould we hire an external consultant?

3-4 months

Campaign Planning Prospect researchFinalize solicitorsDevelop Comm. pieces

3-5 months

Quiet Phase Solicit your top 30-50 prospects6-10 gifts will make up over half your goal

6-12 months

Public Phase Raise the rest of your goal 12-18 months

Feasibility StudiesWhat is a Feasibility Study?

Feasibility studies assess the readiness of a nonprofit to undertake a large-scale project.

Both internal and external stakeholders are interviewed, and they look at technological capabilities, marketing & communication strategies, etc.

Should we hire an outside consultant for the study?

The experts say yes - at least for the interview part!

People are more willing to be straightforward with a consultant

The consultant can be more candid with leadership when it comes to their study findings.

Capital Campaign Prep1. Identify your Major Gifts Prospects & assign solicitors2. Gift Range Chart

a. Consult a Gift Range Calculator - this creates your donor pyramid for the campaign

3. Communication Strategy - both for the quiet phase and the public phase of the campaign

4. Create incentives for large gifts (ex. naming opportunities)5. Create a stewardship plan for donors at ALL levels

Stewardship should never be an afterthought

Create a Gift Range Chart1. Use your Gift Range Calculator to figure out how many of each gift

amount you need. 2. Create your prospect list for each amount based on the number of

prospects required for each gift amount.3. Assign solicitors for each amount.

Example on next slides

GIFT RANGE # GIFTS REQ. # PROSPECTS REQ.

SUBTOTAL CUMULATIVE TOTAL

CUMULATIVE %

DOLLAR AMOUNT

TOTAL AMOUNT

0.25 1 5 0.25 0.25 25% $250,000 $250,000

0.15 1 5 0.15 0.4 40% 150,000 $150,000

0.1 2 10 0.2 0.6 60% $100,000 $200,000

0.075 2 10 0.15 0.75 75% $75,000 $150,000

0.05 3 15 0.15 0.9 90% $50,000 $150,000

0.025 4 20 0.1 1 100% $25,000 $100,000

0.02 6 30 0.12 1.12 112% $20,000 $120,000

0.01 8 40 0.08 1.2 120% $10,000 $80,000

0.005 10 50 0.05 1.25 125% $5,000 $50,000

0.0025 12 60 0.03 1.28 128% $2,500 $30,000

Total: 49 245 1.28 $1,280,000

$250,000

$100,000 $100,000

$150,000

$75,000 $75,000

$50,000 $50,000 $50,000

$25,000 $25,000 $25,000 $25,000

$10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000 $10,000

$5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000

$2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500 $2,500

$20,000 $20,000 $20,000 $20,000 $20,000 $20,000

#Gifts Needed # Prospects Needed Prospects Solicitor

1 @ $250,000 5 Boba FettJay LoveDin DjarinKevin PlankGail Ackbar

Di CoxKaydel Ko ConnixDi CoxDi CoxDi Cox

1 @ $150,000 5 Leia Organa & Han SoloWedge & Norra AntillesChewbacca FalconSabine WrenBen Kenobi

Rey SkywalkerDi CoxRey SkywalkerDi CoxLeia Organa

2 @ $100,000 10 Garazeb OrreliosEzra BridgerLuke SkywalkerAhsoka TanoZiro the HuttHera SyndullaBren SimonPadme AmidalaTemmin & Kare WexleyJabba the Hutt, Jr.

Sabine WrenSabine WrenLeia OrganaDi CoxKaydel Ko ConnixSabine WrenKaydel Ko ConnixLeia OrganaAhsoka TanoAhsoka Tano

Boards + Capital CampaignsMajor Donors will want to know that your board is as committed to your efforts as they are - board giving and solicitation is a MUST!

Other key considerations:● Can you meet your annual operating budget without your board’s annual

gifts?● Set clear expectations with your board concerning Leadership Gifts - what

percentage of your total fundraising goal will they gift? 20% is a good place to start the conversation (your consultant can address this question, too)!

● Remember that board members can create pledges to be paid over the course of the campaign - a large, 2-3 year pledge is completely acceptable!

Additional Fields to Add in Bloomerang for Capital Campaigns

1. Create a new Campaigna. Add the goal amountb. Add the date range

2. Create a new Fund(s)a. Depending on the scope of the project, you may have more

than one new restricted fund!3. Create any new Appeals

a. Capital Campaign Solicitor Asksb. Any other asks

4. Create Transaction custom field for Capital Campaign Solicitor

Reports to use for Capital CampaignsIdentifying Prospects:● Major Gifts Prospects (Constituent)● Top Donors Report (Constituent)

Campaign Tracking:● Campaign Progress Report (Transaction)● Fund Progress Report [If multiple Funds] (Transaction)

Solicitor Progress:● Task report by Solicitor (Task)● Capital Campaign Moves Report (Note)● Gifts by Solicitor (Transaction)

Board Progress:● Board Giving Report (Transaction)

Tracking Capital Campaigns in Bloomerang

You can use Bloomerang for all things Capital Campaign-related. Have your data entry team (and database admin) review the following Academy classes for more information on process:1. Identifying Major Gifts Prospects2. Major Gifts Moves Management

a. instead of a Prospect Management Category in custom fields, create it for Capital Campaign - everything else will stay the same

3. Become a Bloomerang Taskmaster4. Bloomerang + DonorSearch

Let’s get into the database!

Resources● Capital Campaign model when you are not building a building● Capital Campaign Guide● 5 steps to include in a Capital Campaign● Feasibility Studies Guide● Gift Range Chart● Upcoming Live Academy Classes

Live Q&A!