Trinity Church BranfordFeasibility Study

Proposal Presentation

June 19, 2017

The Rev. Suzanne M. Culhane, Consultant

Introduction: Why We’re Here

• Building Needs Identified: $1,500,000 – $2,000,000

• Desire to explore capital campaign process and

readiness

• Recognized need for professional assistance

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Religious Fundraising: Building Blocks for Success

Prayer

Case

Leadership

Prospects

Plan

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The Capital Campaign Process

Feasibility Study

Campaign Planning

Campaign Implementation

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Feasibility Study Goals

• Develop and test a Case for Campaign support tied to parish objectives

• Build consensus around the Campaign among key leaders, top prospects, and community members

• Assess internal fundraising readiness

• Develop an understanding of potential financial support for the

Campaign

• Determine an ambitious and achievable fundraising goal

• Identify core Campaign volunteer leaders

• Begin to set prospective donors’ sights

• Identify any potential barriers to Campaign implementation

• Determine the Campaign structure, timetable, and budget

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Proposed Scope of Work: Feasibility Study

1. Working Sessions (4)

2. Advisory Committee Engagement

3. Internal Capacity Assessment

4. Campaign Concept Paper

5. Constituent Conversations (Heart)

6. General Survey – mail and online

7. Report: Findings and Recommendations

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Schedule and Fee

Project Duration: Three months

Project Fee: $12,800

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Subsequent Phases of Work

• Campaign Planning (2-3 mos.)

• Campaign Implementation (8-12 mos.)

• Estimated Project Fee: $48,000 – $72,000

• Project fees are based on per diem rate of $800.

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Vestry’s Role

• Commitment to the project’s goal

• Willingness to be interviewed

• Communicate personal giving intentions

• Answer any congregational questions

• Review Final Report and affirm next steps

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About the Consultant

• Episcopal Priest and Fundraising Consultant

• 20 years professional experience

• Numerous campaigns for religious orgs and parishes

• Based in Connecticut

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References

• Trinity Church Copley Square (Boston)

• The Church of the Ascension (New York)

• Capuchin Franciscans (NE Province)

• Christ Church Greenwich (Connecticut)

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Thank you for this opportunity.12