A MODEL ENDOWMENT CAMPAIGN

THAT WORKS(FOR ANY SIZE COMMUNITY FOUNDATION!)

Jamie Phillippe, CFRE

Vice President of Development and Donor Services

The Chicago Community Trust

October 18, 2014

Timeline:

Prepare April 2008 – September 2009

Launch & Conduct October 2009 –

December 2015

Close & Recognize December 2015 –

May 2016

Types of Gifts:

Estate Commitments

Conversion of Family Foundations to

Donor Advised Endowment Funds

Dollar Goals

“

“Business as Usual”

$500,000,000

“Endowment”

$500,000,000

Total

$1,000,000,000

Civic Leadership Committee

Co-Chair

Co-Chair

Campaign Committee

Chair

Campaign Marketing Committee

Chair

Stewardship Committee

Chair

Volunteer Leadership Organization Chart

Timeframe:

Preparation

April 2008 – September 2009

Seven development/donor services staff

hired

Study Committee convened

Feasibility Study conducted

Internal Assessment conducted

Donor Perception Survey conducted

Implementation

October – December 2009

October: Campaign launched

Volunteer Leaders recruited for 4 committees

Inaugural committee meetings held

Timeframe:

Implementation: (continued)

2010

January: New donor database/CRM system

installed

May: Established Legacy Society

May: First solicitations occur

May: Marshall Field converts family foundation

to DAEF

July: Marshall Field confirms CCT is in his

estate for $60 M

CCT holds 95th Anniversary event

Dec: Total raised - $148 M

Implementation: (continued)

2011

Jan: Gift policies

approved

96th Anniversary event

held

Dec: Total raised - $410

M

2012

CCT hosts Nobel

Summit

May: First marketing

material complete ($680

M raised)

Dec: Total raised - $718

M

Implementation: (continued)

2013

April: 98th Anniversary event held

June: Secondary Campaign marketing

materials ready ($910 M raised)

December 4: Campaign surpasses $1B two

years ahead of schedule (endowment

bucket is undersubscribed)

Implementation: (continued)

2014

Feb: Campaign Committee sunsetted

Select Volunteer Leaders retained as

Campaign Cabinet

May: CCT hosts 99th Anniversary event, “On

The Table”

July: Endowment goal bucket is met

October: Total is at $1,162,000,000

Implementation: (continued)

2015

Dec: Campaign

will conclude

Total raised: ?

TBD

2016

May/June:

Appreciation and

recognition events

will be held