School Advancement Institute Files-Capital Campaign Fundamentals

Capital Campaign Fundamentals

Pdf Summary

The document provides a guide on the fundamentals of executing a successful fundraising campaign for Episcopal High School, led by Christina Holt, the Assistant Head of School for Advancement. The session aims to enhance understanding of campaign vocabulary, readiness, and tools, while also guiding on key questions to ask.<br /><br />The campaign planning process begins with a strategic plan that identifies the institution's objectives, focusing on top priorities not attainable within the current operating budget. A feasibility study is crucial, involving stakeholder interviews, case analyses, and establishing a gift pyramid to determine stakeholder contributions, culminating in a working goal.<br /><br />Key campaign principles include having a persuasive vision, identifying prospective financial supporters, engaging leaders who can effectively communicate the cause, and adopting a strategic approach. A detailed "Table of Gifts" lays out specific goals for gift levels and the number of prospects needed at each level, totaling a $40,000,000 campaign objective.<br /><br />Building a campaign committee is essential. It involves committing to the campaign, advising on the case statement, reviewing donor pipelines, motivating peers, hosting gatherings, assisting in solicitations, and engaging in stewardship and naming opportunities.<br /><br />The campaign plan includes various stages, such as working with admissions to review past giving, hosting cultivation events, and meeting with prospects to introduce school priorities and explore their interests. Solicitation involves appropriate solicitors, preparation of talking points, and specifying the ask with subsequent steps, ensuring thorough preparation through role-play.<br /><br />Finally, the document concludes with an open invitation for questions and provides a contact email for further communication, ensuring engagement and support throughout the campaign process.

Keywords

fundraising

Episcopal High School

campaign planning

feasibility study

gift pyramid

strategic plan

campaign committee

prospective supporters

solicitation process

campaign objectives