So You Think You Are Ready for a Capital Campaign? Or Do You Wonder How to Get Ready?

1. So You Think You Are Ready for a Capital Campaign? Or Do You Wonder How to Get Ready? Erik J. Daubert, MBA, ACFRE Nonprofit Management Specialist www.erikdaubert.com Daubert.erik@gmail.com NAYDO Webinar Sponsored by Blackbaud November 30, 2012

2. Goals for this Webinar: • Explain how to begin to understand and ultimately leverage your strengths • Understand your weaknesses and share strategies for shoring them up • Discuss some things that you can do NOW to prepare your Y for a more successful capital campaign effort in the future • Introduce you to YMCA of the USA Learning including the Capital Campaign Development Planning Manual/Course

3. So, Let’s Dive Right In!10 Prerequisites to a Successful Capital CampaignCapital Development Planning Manual

4. Your Y has an Influential and Committed Board of Directors • Includes 5 of the Top 25 community leaders • Composed of peers of major donors • Access to affluent in community as appropriate • Building a culture of philanthropy through clear expectations and practice • Growing commitment to and understanding of the Y mission • In 30 Seconds - Right Now - Rate Your Y!

5. Your Y has an Experienced CEO or Executive Director • Experienced CEO/Executive Director – ideally in position for at least two years • Willing to make capital campaign a top priority for the campaign period…often 2-3 years • PASSION for the project and personifies the Y mission! • Willing to make a STRETCH gift. • Has capable staff to support him/her in leadership • In 30 Seconds - Right Now - Rate Your Y!

6. Your Y has a Positive Community Image • Your Y is perceived as meeting VITAL community needs • Community understands the WHOLE Y message…not just a swim/gym • Understands and “feels” the Y outreach programs in the community • Case for support is about serving people…not just about buildings or facilities • In 30 Seconds - Right Now - Rate Your Y!

7. Your Y has a Loyal and Committed Membership and Program Base • Your Y regularly assesses Y programs and services for high quality • Membership retention rates are HIGH – at least 65% or higher • Membership satisfaction scores are above the national average • Think about Your Ys weakest program! • In 30 Seconds - Right Now - Rate Your Y!

8. Your Y has Ongoing Strategic Planning • Your Y has a dynamic and ongoing strategic planning process (YUSA has a great one!) • Your Y regularly reviews and evaluates its micro and macro strategies in the community • Considering and involving/engaging as appropriate and strategic community partners • Identifying emerging future community needs • In 30 Seconds - Right Now - Rate Your Y!

9. Your Y has a Stable Financial Position • Your Y is on sound financial footing • Meeting budget expectations – with positive cash flow – This year, last year and…ideally, over the longer term (3 years and more!) • Community perceives your Y as being “good stewards” of funds • Capital campaign is not needed “to save the Y” but to move the Y and most importantly – the community - forward • In 30 Seconds - Right Now - Rate Your Y!

10. Your Y has a GROWING Annual Support Campaign • Strong major gifts component with good board engagement (100% giving and more!) • Strong annual campaign growth over at least the last three years • Campaign is face to face as much as possible working with volunteers • Community REALLY understands your case and is thanked and reported back to effectively on how gifts were used • In 30 Seconds - Right Now - Rate Your Y!

11. Your Y has a COMPELLING Case for Support • Case speaks to COMMUNITY needs • Is urgent but not desperate • Justifies why this capital campaign is SO important and worthy of charitable support • Shows WHY and HOW this project will change the world in a positive way and • How the donor can impact this vision through their involvement and giving • In 30 Seconds - Right Now - Rate Your Y!

12. Your Y has “Adequate” Fundraising Infrastructure • Donor database(s) are maintained accurately and professionally • A prospect/donor cultivation program is in place and active • Volunteers are engaged and involved in fundraising efforts • Staff are trained in effective fundraising and understand major gifts • Support staff is in place – admin to consultant… • In 30 Seconds - Right Now - Rate Your Y!

13. Your Y has Real Leadership Passion for the Project • CEO is on board with the NEED for this to happen • Board of Directors knows and believes that THIS is the RIGHT thing for your Y and the community • Leadership understands that capital campaigns are processes that take time and effort • Leadership understands that often – 10% of donors give 90% of funds to capital • In 30 Seconds - Right Now - Rate Your Y!

14. Your Y Can Impact Every One of These Prerequisites NOW! • Influential and Committed Board • Experienced CEO or Executive Director • Positive Community Image • Loyal and Committed Membership and Program Base • Ongoing Strategic Planning

15. Your Y Can Impact Every One of These Prerequisites NOW! • Stable Financial Position • Growing Annual Support Campaign • Compelling Case for Support • “Adequate” Fundraising Infrastructure • Leadership Passion for the Project

16. And…Continue to Participate and Take Advantage of Your Resources! • NAYDO – Pre-Conference Workshop on Capital Development Planning Process • NAYDO Conference and Other Resources • YMCA of the USA Courses and Resources • Other YMCA Resources • Other Resources – Training/Consulting

17. Erik J. Daubert MBA, ACFRE Nonprofit Management SpecialistAvailable at Amazon and other online booksellers

18. Thank You!Erik J. Daubert MBA, ACFRE Nonprofit Management Specialistwww.erikdaubert.comdaubert.erik@gmail.com(919) 218-0309