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Embarking on a Large Capital
        Campaign
 Zoe Crick- Head of Development, Rambert
 Helen Searl, Corporate Relations Manager,
      London Philharmonic Orchestra
Devising the Strategy and
       Campaign Committee

• Instil Board confidence
• Have a robust and dynamic plan
• Cleverly present the financial information and
  tell the story
• Be picky with your campaign committee
• Remember the capital project is finite
Developing the case for support
• Understand the background leading to this
  moment
• Have clarity on key messages and try not to
  deviate too far away from them
• Prepare the counter argument
• Make everyone a fundraising ambassador
• Bring your Artistic Director onboard with
  fundraising from the beginning
Getting started

• Make sure you have a sizable budget in place
• Carefully decide on what print and product
  you need
• Use every aspect of the journey
• Consider joint revenue and capital approaches
Cultivating individuals
•   Work the Committee hard
•   Carefully craft a range of high level events
•   Use opportunities for engagement wisely
•   Clean your lists
•   Make sure you know what benefits you’re
    offering
Public Campaign
•   Choose carefully when to launch
•   Ensure you know your audience
•   Experiment with some non-traditional ideas
•   Make sure you’re joined up with your
    marketing and press departments
Analysis of Gifts - Gift Pyramid

                                                                                         £5M
                                                Target: £10M Leadership                 CSCB          £7m ACE; £5m Coin Street Community Builders
                                                gifts
                                                                                                      (gift of land), 1 @ £1m
                                                2 gifts @ £1.5M
                                                2 gifts @ £1M                £1     £1.5M £1.5M £1M
                                                                             M
                                        Target: £2M Leadership gifts                         £500K
                                                                                                            3 @ £500,000
                                                4 gifts @ £500,000
                                                                       Ian & Tina Taylor     £500K


           Target: £1.5M Major gifts 6 gifts @ £250,000                                                             4 @ £250,000

        ACE stabilisation fund - project development

                  Target: £1M Major gifts
                                                                                                                  1 @ £100,000; 1 @ £150,000
                  10 gifts @ £100,000

     Target: £500K Major gifts: 10                                                                                         10 @ £50,000
     gifts @ £50,000


  Target: £500K Major gifts:                                                                                                       6 @ £20,000; 1 @ £25,000
  20 gifts @ 25,000

Target: £400K Major gifts
                                                                                                                                         1 @ £10,000
40 gifts @ £10,000          5 gifts



                                                                                                                       51 @ £5,000 and 47 @ £1,000 (ongoing)
Target: £500K: 60 gifts @ £5k and 200 gifts @ £1,000



                                                                                  Target: £50K
                                                                                  Public Campaign

                                                                                  Target: £150K
                                                                                  Gala/Major Event
Engaging Your Local Community
• Positive PR
• Endorsement from key community member
• Encourage fundraising efforts
• Involve them in your journey
• Make them excited about the building
  development
• Opportunities for ‘quick’ donations
Engaging your Audiences
• If possible get venues involved
• Make announcements, do collections, build
  awareness
• Talk to your audiences on all forms of
  communication- online, print, on the phone.
• Tell them why this capital campaign is
  important, what’s in it for them?
Create a Sense of Ownership
• Can you give donors something tangible?
  Their name on brick, a seat, a bench…
• Can you create a story around a large item and
  build a community of giving?
• Can you create a link between the history of
  your organisation and the journey you’re
  embarking on?
Engaging Donors
• Time your communications- don’t target
  donors at the same time as annual appeals or
  big Direct Debit runs
• Make sure donors know the difference
  between capital and your core work
• Ask donors to ‘top up’ their
  donations/memberships with gifts to capital
• Opportunity to re-energise lapsed donors
The Nitty Gritty
• Consultant or not?
• Think about running separate events for
  different stakeholders
• What about your core funding?
• Priorities for your department/ organisation
• Be prepared to change your strategy
Benefits
•   VAT implications- think carefully
•   What benefits give you best value?
•   Naming rights, will you offer them?
•   Don’t over promise
•   Can you give different benefits to those you
    currently offer to major donors?
Once you are ‘Home’
• Be aware of donor fatigue
• Manage Board/ Senior Management
  expectations of continued donations
• Factor in the time to write reports and service
  requirements
• Continue to nurture your new donor
  relationships, to tailor support
Our Top Tips
•   Don’t start fundraising until you know full costs
•   Use your peers and take advice
•   Go onsite as early as possible- makes it real
•   Have a firm plan, but with space to deviate
•   Make sure it’s a whole organisation campaign
•   Think about your donor benefits carefully
•   Be confident and enjoy it

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Embarking on a large capital appeal

  • 1. Embarking on a Large Capital Campaign Zoe Crick- Head of Development, Rambert Helen Searl, Corporate Relations Manager, London Philharmonic Orchestra
  • 2. Devising the Strategy and Campaign Committee • Instil Board confidence • Have a robust and dynamic plan • Cleverly present the financial information and tell the story • Be picky with your campaign committee • Remember the capital project is finite
  • 3. Developing the case for support • Understand the background leading to this moment • Have clarity on key messages and try not to deviate too far away from them • Prepare the counter argument • Make everyone a fundraising ambassador • Bring your Artistic Director onboard with fundraising from the beginning
  • 4. Getting started • Make sure you have a sizable budget in place • Carefully decide on what print and product you need • Use every aspect of the journey • Consider joint revenue and capital approaches
  • 5. Cultivating individuals • Work the Committee hard • Carefully craft a range of high level events • Use opportunities for engagement wisely • Clean your lists • Make sure you know what benefits you’re offering
  • 6. Public Campaign • Choose carefully when to launch • Ensure you know your audience • Experiment with some non-traditional ideas • Make sure you’re joined up with your marketing and press departments
  • 7. Analysis of Gifts - Gift Pyramid £5M Target: £10M Leadership CSCB £7m ACE; £5m Coin Street Community Builders gifts (gift of land), 1 @ £1m 2 gifts @ £1.5M 2 gifts @ £1M £1 £1.5M £1.5M £1M M Target: £2M Leadership gifts £500K 3 @ £500,000 4 gifts @ £500,000 Ian & Tina Taylor £500K Target: £1.5M Major gifts 6 gifts @ £250,000 4 @ £250,000 ACE stabilisation fund - project development Target: £1M Major gifts 1 @ £100,000; 1 @ £150,000 10 gifts @ £100,000 Target: £500K Major gifts: 10 10 @ £50,000 gifts @ £50,000 Target: £500K Major gifts: 6 @ £20,000; 1 @ £25,000 20 gifts @ 25,000 Target: £400K Major gifts 1 @ £10,000 40 gifts @ £10,000 5 gifts 51 @ £5,000 and 47 @ £1,000 (ongoing) Target: £500K: 60 gifts @ £5k and 200 gifts @ £1,000 Target: £50K Public Campaign Target: £150K Gala/Major Event
  • 8. Engaging Your Local Community • Positive PR • Endorsement from key community member • Encourage fundraising efforts • Involve them in your journey • Make them excited about the building development • Opportunities for ‘quick’ donations
  • 9. Engaging your Audiences • If possible get venues involved • Make announcements, do collections, build awareness • Talk to your audiences on all forms of communication- online, print, on the phone. • Tell them why this capital campaign is important, what’s in it for them?
  • 10. Create a Sense of Ownership • Can you give donors something tangible? Their name on brick, a seat, a bench… • Can you create a story around a large item and build a community of giving? • Can you create a link between the history of your organisation and the journey you’re embarking on?
  • 11. Engaging Donors • Time your communications- don’t target donors at the same time as annual appeals or big Direct Debit runs • Make sure donors know the difference between capital and your core work • Ask donors to ‘top up’ their donations/memberships with gifts to capital • Opportunity to re-energise lapsed donors
  • 12. The Nitty Gritty • Consultant or not? • Think about running separate events for different stakeholders • What about your core funding? • Priorities for your department/ organisation • Be prepared to change your strategy
  • 13. Benefits • VAT implications- think carefully • What benefits give you best value? • Naming rights, will you offer them? • Don’t over promise • Can you give different benefits to those you currently offer to major donors?
  • 14. Once you are ‘Home’ • Be aware of donor fatigue • Manage Board/ Senior Management expectations of continued donations • Factor in the time to write reports and service requirements • Continue to nurture your new donor relationships, to tailor support
  • 15. Our Top Tips • Don’t start fundraising until you know full costs • Use your peers and take advice • Go onsite as early as possible- makes it real • Have a firm plan, but with space to deviate • Make sure it’s a whole organisation campaign • Think about your donor benefits carefully • Be confident and enjoy it