Capital campaigns | Boston, MA

Capital campaigns

Capital campaigns are both the best way for your organization to raise funds and the most misunderstood. Done successfully, they not only provide significant funds to improve facilities and enlarge endowments, they can also help your organization take stock in itself and prepare for the future. However, they involve a lot of work for board members, directors and staff. This workshop will help you determine how to get started and establish goals for each phase of the campaign, as well as define campaign timelines.

Topics we will cover include:

What you need to know about a capital campaign before you start
Understanding the typical flow of a campaign from feasibility study to public celebration
Building a strong campaign team that includes both volunteers and professionals
Understanding how prospect research and donor cultivation forms part of the campaign
The art of skillful campaign communications before, during and after the campaign

After this session, you will know what lies behind a successful capital campaign, and whether your organization is ready to embark on it. The session is designed for intermediate to advanced fundraisers.

Speakers for this session:

Howard Amidon

Dean of Development

Montserrat College of Art

As Dean of Development, Howard has over fifteen years of experience in advancement and supporter relations. Since joining Montserrat he has become lead staff for their currently running “Catalyst Campaign,” a capital campaign that is now being conducted without counsel. Prior to joining Montserrat College of Art he served as Director for Individual Giving for Boston Ballet, as Senior Gifts Officer at Partners In Health and the Boston Symphony Orchestra, and as Director of Events for New England Conservatory of Music. He has also done private advancement consulting for a broad range of individuals and organizations. He has worked with professional counsel on capital campaigns at Boston Ballet and New England Conservatory. Howard has served on a number of non-profit boards, including the Puppet Showplace in Brookline, Women In Development’s City Service committee, the Professional Conference Managers Association, and as President of both the New England and San Francisco chapters of the National Association of Catering Executives. Howard graduated cum laude from the University of New Hampshire.

Rick Blain

Principal

Richard R. Blain & Associates, LLC

Rick has been involved in development for 30 years. In his current position, he is responsible for providing direction and counsel to not-for-profits of various types, assisting them with feasibility studies and capital campaigns, program audits and ongoing institutional advancement programs, public relations, and strategic planning. Previously, as Director of Fund Development at Caritas Christi Health System, Rick was responsible for assisting the staff of member institutions with all aspects of their development efforts including capital campaigns. Before that, he worked as Vice President at a national consulting firm where he was responsible for similar functions. Rick currently serves as Board Member for the North Andover Scholarship Foundation, Family Services, Inc., Essex County Community Foundation Grants Management Committee, Exchange Club of Lawrence, and Stoneham Savings Bank. He earned a Bachelors in Psychology from Merrimack College. He is a member of the Association of Fundraising Professionals (AFP), New Hampshire Conference on Fundraising (CONFR), and Exchange Club of Lawrence. Rick is Certified Fundraising Executive (CFRE),

Erin O`Connell Casey

Senior Philanthropy Officer

St. Francis House

Erin has been involved in development for 21 years. As Senior Philanthropy Officer at St. Francis House, Erin is helping to raise more than $3 million annually and $15 million in capital campaign (2007 - 2011) support to fund services for Boston's poor and homeless. Most previously, as Director of Development at The Second Step, Erin set a new course for the organization's events-reliant fundraising effort by establishing a major gifts program, a mail appeal program, and opportunities for volunteer, donor, and community engagement and education. Erin has helped to build comprehensive, successful Development programs at some of greater Boston's most renowned health and human services non-profits. Prior to her major gifts and management-focused work at St. Francis House and The Second Step, Erin was Director of Development at The May Institute and Development Manager for Spaulding Rehabilitation Hospital. Early in her career Erin held special events, public relations, annual fund, and grantwriting positions at The New England Home for Little Wanderers. She earned a BA in English from St. Anselm College in 1989. She has been a longtime member of AFP and Women in Development.

2010 Boston Fundraising Summit

A relationship approach to fundraising
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.

CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2010, we are also offering a two-day pass so that attendees can attend all sessions at a reduced price.

WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will break down the fundraising process into a series of phases with measurable outcomes and action steps for each phase. During the seminar, panelists will engage with the audience in an interactive manner to ensure that the sessions are educational and also fun to attend.

ONE-ON-ONE MENTORING SESSIONS
In 2010, we have added an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.

HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:

Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use

WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.

HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend.

Location/Directions

The Summit will take place at The John Hancock Hotel & Conference Center. Registration will be setup outside the Robert Peary Room. The John Hancock Hotel & Conference Center is located 7.5 miles/15 minutes from Logan International Airport and is easily accessible by public transportation. The full address is:

The John Hancock Hotel & Conference Center
40 Trinity Place
Boston, MA 02116

Public Transportation

By Subway/Commuter Rail

Back Bay Station

Orange Line or Commuter Rail. Turn right on Dartmouth Street. Make first right onto Stuart Street. Make first right onto Trinity Place. We are on the left.

Copley Station

Green Line. Walk diagonally across Copley Square towards Trinity Church. Walk between Copley Plaza Hotel and John Hancock Tower onto Trinity Place. We are one block down on left.

Directions by Car

From Logan Airport

Follow signs to Sumner Tunnel. After exiting the tunnel take second right onto Rt. 93 north. Exit at Cambridge/Storrow Drive. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.

From the West

Follow the Mass Pike (Rt. 90) East towards Boston and take Exit 22 (Prudential Center/Copley Square). Bear right to Copley Square. This will bring you onto Stuart Street. At the second set of lights, take a right onto Clarendon Street and look for Garage @ 100 Clarendon on the right.

From North or South

Follow Route 93 towards Boston and take Exit 26 (Storrow Drive/Cambridge). Follow signs onto Storrow Drive/Back Bay. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.

Parking at the John Hancock Hotel & Conference Center
The Garage @ 100 Clarendon is right next-door. Day parking validated at $27 per day for less than 10 hours

Garage @ 100 Clarendon
100 Clarendon Street
Boston, MA 02116
617-275-0151

Hours: Open 24 hours a day, 7 days a week
This is a public lot and is not dedicated to CFNPS attendees. They have 2000 spaces and the lot never fills up.

Parking Rates:

$ 7.00 - 1/2hr or less

$10.00 - 1/2hr up to 1hr

$14.00 - 1hr up to 1 1/2hrs

$17.00 - 1 1/2hrs up to 2hrs

$22.00 - 2hrs up to 2 1/2hrs

$27.00 - 2 1/2hrs up to 10hr

Note: Posted Daily Rates Start at 5:00 AM

Form of Payment Accepted: Cash, check and most major credit cards are accepted.

Self-Payment or Attendant: Self-Payment
A validation stamp is available to CFNPS guests who stay overnight in the John Hancock hotel if the vehicle stays in the garage for a 24 hour period. If not staying for a 24 hour period, you will be charged at an hourly rate as listed above.

Driving Directions to the lot: See above under Directions by Car.

Walking Directions from the lot to the registration table: Head north on Clarendon Street toward Stanhope Street. Turn left at Trinity Place. Enter the John Hancock Conference Center and take the elevator to the 3^rd floor. Exit the elevator and go to the left through the Foyer and head to the right into the Atrium. Our registration table will be located in the Atrium.
Walking time: 5 minutes

Hotel Accommodations
Most hotels near the Summit venue are within the $169 - $315+ per night range. The following hotels are within a half-mile radius of the hotel.

1. John Hancock Hotel BOOK NOW 0 miles from venue

2. Radisson Boston Hotel BOOK NOW .4 miles from venue

3. Hilton Boston Back Bay BOOK NOW .5 miles from venue

4. Sheraton Boston Hotel BOOK NOW .5 miles from venue

5. Courtyard by Marriott

Boston Tremont Hotel BOOK NOW .5 miles from venue

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One-on-one mentoring

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