TITLE : Capital campaigns
CITY : San Francisco , CA
DATE : Thursday, July 19, 2007
TIME : 8:00 AM - 10:00 AM
PRICE : $55.00
 
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:

Rob Kusel
Vice President
Essex & Drake Fund Raising Counsel

Rob is currently Vice President and a Partner with Essex & Drake since 2005. From 2002 to 2004, Rob served as the Director of Development and External Affairs for Blue Oak School, the first independent school in the Napa Valley, where he raised over $6M for facilities and endowment. Rob's institutional advancement and capital campaign 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.

Katherine M. Bella, CFRE
Principal
The Bella Group


As Principal of The Bella Group, Kathy has more than 25 years experience in the nonprofit sector, where she has served as Board Member, Executive Director, and Chief Advancement Officer for a number of Bay Area organizations.  She has conducted campaign planning studies and served as strategic counsel for a wide variety of nonprofit clients whose capital campaigns have ranged in size from $2 million to more than $50 million.  As an active volunteer, Kathy currently serves on the Board of Directors of the Craigslist Foundation, where she is Development Committee Chair. She also serves on the Education Committee of the Association of Philanthropic Counsel and on the Development Committee of Synergy School, an independent K-8 school in San Francisco.

David F. Hartman
Vice President
Netzel Associates, Inc.


David has 24 years of business experience in private consulting and nonprofit organizations. He joined Netzel Associates, a full-service not-for-profit consulting firm, in 1999 following a successful career with the American Red Cross, where he served as the executive director of the Sierra Nevada Chapter and chief operating officer for the San Francisco Bay Area Chapter.
David has expertise in strategic planning, financial and organizational analysis and management and extensive experience directing capital, annual, major gift and other fundraising campaigns. He also has served as a volunteer leader in many nonprofit organizations. David earned a bachelor’s degree in political science and economics from the University of California, Berkeley and a master’s degree in Nonprofit Management from the University of San Francisco.