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Capital Campaigns: Best Practices,
Common Mistakes
2/2/17 1pm Eastern
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Before we get started »
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Our guest presenter »Brent A. Hafele, M.A. @NewDayBrent
• Vice President of Client Services at Dickerson, Bakker & Associates
• Previously Executive Director at the Chippewa Valley Free Clinic, Development Director at Hope Gospel Mission, Consultant at NewDay Nonprofit Solutions
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Presented by:Brent A. Hafele, M.A. Vice President
Best Practices &Common Mistakes
Capital Campaigns
Sponsored by:
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Brent A. Hafele, M.A.Vice President
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What is a Capital Campaign?
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What is a Capital Campaign?
!vs. ! - Bob Duncan
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What is a Capital
Campaign?
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What is a Capital
Campaign?
1. Intensive, highly coordinated
fundraising effort
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What is a Capital
Campaign?
1. Intensive, highly coordinated
fundraising effort2. Large goal (typically
3-10x annual income)
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What is a Capital
Campaign?
1. Intensive, highly coordinated
fundraising effort2. Large goal (typically
3-10x annual income)
3. Defined period of time
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Best Practice #1 Plan Ahead
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Best Practice #1 Plan Ahead!
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Best Practice #1 Plan Ahead!
Blog
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Best Practice #1 Plan Ahead!
• Strategic Planning
Blog
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Best Practice #1 Plan Ahead!
• Strategic Planning• Fundraising
Blog
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Best Practice #1 Plan Ahead!
• Strategic Planning• Fundraising• Staffing
Blog
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Best Practice #1 Plan Ahead!
• Strategic Planning• Fundraising• Staffing• Board Development
Blog
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Best Practice #1 Plan Ahead!
• Strategic Planning• Fundraising• Staffing• Board Development• Project
Blog
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Best Practice #1 Plan Ahead!
• Strategic Planning• Fundraising• Staffing• Board Development• Project• Counsel
Blog
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Best Practice #2 Leadership Focus
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Best Practice #3 Minimize the Goal to Maximize the Gift
50/5
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Best Practice #2Think SustainabilityBest Practice #4
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Best Practice #2Think SustainabilityBest Practice #4
• Preserve Annual Giving
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Best Practice #2Think SustainabilityBest Practice #4
• Preserve Annual Giving• Post Campaign Operations
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Best Practices 1. Plan Ahead.2. Leadership Focused.3. Minimize Goal/Maximize
Gift4. Think Sustainability.
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Mistake #1 Skipping the Study
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Mistake #1 Skipping the Study
Case, Capacity, Leadership
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Mistake #1 Skipping the Study
Prepares Donors
and LeadershipCase, Capacity, Leadership
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Mistake #2
Not Asking for Major Gifts
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Mistake #2 Not Asking for Major Gifts
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Mistake #3
Premature Timing
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Mistake #3 Premature Timing
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Mistake #3 Premature Timing
Launch
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Mistake #3 Premature Timing
KickoffLaunch
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Mistake #3 Premature Timing
KickoffGround Breaking
Launch
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Mistake #4 Poor Follow-up
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Mistake #4 Poor Follow-up
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Mistakes 1. Skipping the Study.2. Not Asking for Major Gifts.3. Premature Timing.4. Poor Follow-up.
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By Brent A. Hafele, M.A.Dickerson, Bakker & Associates
715-379-7235brent@dickerson-bakker.com
Best Practices &Common Mistakes
Capital Campaigns
Sponsored by:
Blog
Free Campaign Set
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Asking Styles: A Revolutionary Concept in the Field
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