TITLE : Capital campaigns
CITY : San Francisco , CA
DATE : Wednesday, October 28, 2009
TIME : 1:45 PM - 3:00 PM
PRICE : $ 65.00
Capital campaigns

Capital campaigns are both the best way for your organization to raise funds and the most misunderstood. Done successfully, they not only provide significant funds to improve facilities and enlarge endowments, they can also help your organization take stock in itself and prepare for the future. However, they involve a lot of work for board members, directors and staff. This workshop will help you determine how to get started and establish goals for each phase of the campaign, as well as define campaign timelines.

Topics we will cover include:
  •  What you need to know about a capital campaign before you start
  •  Understanding the typical flow of a campaign from feasibility study to public celebration
  •  Building a strong campaign team that includes both volunteers and professionals
  •  Understanding how prospect research and donor cultivation forms part of the campaign
  •  The art of skillful campaign communications before, during and after the campaign

After this session, you will know what lies behind a successful capital campaign, and whether your organization is ready to embark on it. The session is designed for intermediate to advanced fundraisers.

 

Speakers for this session:

Marian Chatfield-Taylor
Capital Campaign Manager
Friends of the San Francisco Public Library

Marian Chatfield-Taylor joined the staff of Friends of the San Francisco Public Library in 2002 to design and manage the organization’s Neighborhood Library Campaign, a unique, community-based effort that is raising $16 million to furnish and equip 24 branch libraries being renovated or rebuilt throughout San Francisco. Ms. Chatfield-Taylor has decades of experience in community organizing, fund development, and forming partnerships among private and public organizations and agencies for civic and humanitarian purposes. She has written for newspapers and other publications around the country, and served on numerous nonprofit boards. She has also consulted with nonprofit organizations, businesses, and governmental agencies nationally and internationally about fundraising, diversity, program and board development, and community partnerships. She holds a bachelor’s degree from Sarah Lawrence College, and two masters degrees, from Dominican College and from Eastern Mennonite University.

Rob Kusel
Vice President
Essex & Drake Fund Raising Counsel

Rob is Vice President and a Partner with Essex & Drake since 2005. His institutional advancement experience includes working as Director of Development for Major Gifts, Stanford University, Palo Alto, where he raised over $20M in four years. Prior to Stanford, Rob was Director of the six-year $103M Centennial Campaign for The Hotchkiss School, Lakeville, CT, the then largest campaign undertaken by an independent school nationally. Rob earned a Bachelor’s of Arts with honors in French Literature and an additional concentration in Economics from Williams College. Following Williams, he earned a Master’s in Education Administration from the University of California at Berkeley. During his educational career, Rob was awarded The Klingenstein Foundation Summer Fellow from Columbia University, and a National Endowment for the Humanities Summer Fellowship at the University of Wyoming.

Juliana Ver Steeg
Associate Managing Director
Brakeley Briscoe

Julie has served California nonprofits for more than 25 years as consultant, chief development director and executive director. Her experience has included campaign planning and feasibility studies, capital campaigns with goals of $5 to $40 million, major gifts programs, development planning, and interim management. As a consultant for capital campaigns, Julie designs and conducts feasibility studies, develops campaign work plans, assists in prospect identification, develops cultivation and solicitation plans, trains volunteers in the solicitation process, accompanies leadership in meetings with prospects, and provides strategic counsel. Julie earned a bachelors and masters from San Francisco State University. She is past-board member of the Golden Gate Chapter of the Association of Fundraising Professionals and current board member of Development Executives Roundtable.

 

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  • Afternoon Seminars
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Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Tuesday October 27, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 65.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 65.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Tuesday October 27, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 65.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:30 PM - 4:45 PM

$ 65.00

 Advanced

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Wednesday October 28, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 125.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 65.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 65.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 65.00

 Advanced
Fundraising in the one-person development shop: making the most of a shoestring budget

1:45 PM - 5:00 PM

$ 125.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 65.00

 Intermediate


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