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Working as a Camp Team to Execute a Capital Campaign

Working as a Camp Team to Execute a Capital Campaign. November 13, 2011. Grinspoon Institute for Jewish Philanthropy. Herb Tobin. Mentor. Conducting a Capital Campaign. Selected Topics Getting Organized Capital & Endowment Grid Campaign Goal Setting a Capital Goal Gift Pyramid

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Working as a Camp Team to Execute a Capital Campaign

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  1. Working as a Camp Team to Execute a Capital Campaign November 13, 2011 Grinspoon Institute for Jewish Philanthropy Herb Tobin Mentor

  2. Conducting a Capital Campaign Selected Topics • Getting Organized • Capital & Endowment Grid • Campaign Goal • Setting a Capital Goal • Gift Pyramid • Donor Rating Matrix • Writing a Case Statement

  3. Setting a Capital Goal

  4. Name Gift $4.0 mil $2 mil $2 mil $1 mil $1 mil $1 mil $1 mil $500K $500 $500 $500 $500 $500 $250K $250 $250 $250 $250 $250 $250 #250 $100K $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $50K $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 Many Gifts Gift Pyramid Typical Capital Campaign $10 Million Goal # of Gift Units Amount 80 – 20 Rule 90 – 10 1 $4 mil Average Campaign has 200 – 250 Gifts 2 $4 mil Lead Gift should be 25 – 50% of total Project (what will the Philanthropic market bear?) 4 $4 mil 6 $3 mil List of Naming Opponents should total 150 – 200 % of Cost of Project 8 $2 mil 12 $1.2 mil 20 $1 mil 150-200 $1 mil Total: 203-253 $20.2 mil

  5. Donor Rating Factors that Lead to Higher Interest • Previous Contributor • A “Sense of Ownership” of the Camp • Multi-Generational Family Involvement • Emotional Attachment/Strategic to the Project • Strong Tie to a Person Involved

  6. Writing a Case Statement Background • History of the camp • The current status/statistics of the camp

  7. The Proposed Project • How the continued growth/success of the camp is impacted by a lack of adequate facilities • What the proposed new facility will be: give a “tour” of the building: what are the significant architectural features: the costs • Time frame for the new facility

  8. The Campaign • The creation of a campaign in response to the challenge: who’s involved: how much • List of naming opportunities • How you can be involved

  9. Visuals • Map of site • Site plan • Renderings of the building • Elevators • Typical floor plans • Artist’s renderings of interior • Photos of campers • List of naming opportunities • Reply vehicle

  10. Questions? • Selecting a Consultant • Do you need one? • If so, creating an interviewing and selection process • Hiring the consultant: Terms and Conditions

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