TITLE : Capital campaigns
CITY : San Francisco , CA
DATE : Wednesday, October 29, 2008
TIME : 3:30 PM - 5:00 PM
PRICE : $ 55.00
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:

Joel Evans
Vice President
Brakeley Briscoe, Inc.

As a vice president at Brakeley Briscoe, Joel Evans supports clients in the management and assessment of annual giving and membership programs, major gifts and planned giving strategies, strategic planning, leadership coaching, and campaign readiness and management. Joel was Director of Development for MIT Hillel, Leadership Gifts Officer at Boston’s Museum of Fine Arts, and Director of Individual Giving at Boston’s AIDS Action Committee. Now in San Francisco, Joel is campaign counsel for St. Anthony Foundation’s $40 million capital campaign and a San Francisco synagogue’s $15 million capital campaign; recently completed campaign studies for San Jose Childrens Discovery Museum, Shelter Network and French-American International School; and recently completed an alumni assessment for Dominican University of California. He graduated from Yale College.

Mary Flaherty
Major Gifts Officer
University of the Pacific Dugoni School of Dentistry

Mary has honed her fundraising skills over 25 years as staff, volunteer and consultant at public and private education institutions and a variety of other non-profits. In addition to proven success at matching major donors’ philanthropic goals with institutional priorities, she has a talent for mentoring staff, training volunteers, and engaging faculty. Since 2003 Mary has been a Major Gifts Officer for University of the Pacific’s Dugoni School of Dentistry, whose Commitment to Excellence campaign exceeded its $50 million goal a year early and closed at $65.7 million in 2006. Before joining Pacific, Mary was Director of Major Gifts at the University of New Hampshire, where she helped complete a $100 million campaign.

Robb Ollett
Public Relations-Development Director
Petaluma Health Center

Robb is Petaluma Health Center`s first public relations and development director responsible for community awareness, all aspects of fundraising and soon - a capital campaign. He brings more than 30 years of fundraising experience, including 15 years of consulting with a national capital campaign firm, Ketchum, Inc. He has managed special events (ranging in size from 100 to 10,000 participants), directed multi-million dollar capital campaigns, worked with executives on volunteer boards of directors, supervised membership programs, and coordinated numerous image-enhancing public relations programs. His industry experience spans social and healthcare services, performing arts and conservation agencies, colleges and universities - even a battleship museum! He is a 25-year member of the Association of Fundraising Professionals, accredited in public relations and a CFRE, and graduated with a Masters in Fine Arts from Southern Methodist University, Dallas TX.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

8:00 AM - 9:00 AM

Panel discussion and dialogue with Grantmakers

9:00 AM - 12:00 PM

$ 95.00

 All levels

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:00 PM - 1:00 PM

Finding Funders: the art of successful research

1:00 PM - 3:00 PM

$ 55.00

 All levels
Proposal writing

1:00 PM - 3:00 PM

$ 55.00

 All levels
Exploring the world of corporate sponsorship

1:00 PM - 3:00 PM

$ 55.00

 All levels

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

How to build a successful relationship with grantmakers

3:30 PM - 5:00 PM

$ 55.00

 All levels
Winning proposals: a tour of four successful case studies

3:30 PM - 5:00 PM

$ 55.00

 All levels
Cause marketing: building profitable relationships with corporate partners

3:30 PM - 5:00 PM

$ 55.00

 All levels

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Engaging your board

8:00 AM - 10:00 AM

$ 55.00

 All levels
Special events fundraising

8:00 AM - 10:00 AM

$ 55.00

 All levels
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 95.00

 All levels

Networking break -Participants registered for the next session are served mid-morning refreshments

10:00 AM - 10:30 AM

Major gifts fundraising

10:30 AM - 12:30 PM

$ 55.00

 All levels

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:30 PM

Planned giving

1:30 PM - 3:00 PM

$ 55.00

 All levels
Annual giving campaigns

1:30 PM - 3:00 PM

$ 55.00

 All levels
Fundraising in the one-person development shop: making the most of a shoestring budget

1:30 PM - 5:00 PM

$ 95.00

 All levels

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Direct mail fundraising

3:30 PM - 5:00 PM

$ 55.00

 All levels
Capital campaigns

3:30 PM - 5:00 PM

$ 55.00

 All levels


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