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MODULES:
Week 1:
Introduction
Week 2, Module 1:
Grant Research
Week 3, Module 2:
Proposal Writing
Week 5, Module 4:
Major Donors
Week 6:
Planning for
Fundraising
Module 5:
Annual & Direct
Appeals
Module 6:
Special Events
Module 7:
Planned Giving
Module 8:
Corporate
Partnerships
Module 9:
Social Enterprise
Module 10:
Online Donations
Module 11:
The Board's Role
in Fundraising
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Fundraising Principles and Practices
Week 4, Module 3: Planning and Implementing a Capital Campaign
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Required Readings:
- Seltzer, p. 255 (gift range chart); pp. 627-629 (case statement)
Required online readings:
- Understanding Capital Campaigns, by Marilyn Bancel, Chapter 1 in Preparing Your Capital Campaign. Wiley: New York 2000. On Blackboard in Course Documents: Capital Campaigns folder.
- Planning a Capital Campaign for Grassroots Groups, by Kim Klein, The Grantsmanship Center Magazine, Fall 2001.
- Institute for Global Ethics Announces $3 Million Capital Campaign. On Blackboard in Course Documents: Capital Campaigns folder.
- Writing a case statement, The Enterprise Foundation.
- Capital Campaign Overview, by Robert DeMartinis, Nonprofit.About.com, February 3, 2003.
- The Value of the Feasibility Study, by Robert Hook, OnPhilanthropy.com, August 8, 2003.
Optional readings:
- Weinstein, Chapters 4 and 14; Chapter 15, pp. 310-318
- Mutz & Murray, Chapter 7, page 92 and Chapter 19
- Norton, pp. 170-175
- The Ayes Have It, by Jerold Panas, Contributions Magazine, January/February 2004.
- Where can I find information about capital campaigns? (Nonprofit FAQ, Internet Nonprofit Center, 2002).
- Organizing a Capital Campaign, by Michael Marek.
- The Value of a Nest Egg: Thinking of Starting an Endowment, Part 1, by Kim Klein, Grassroots Fundraising Journal, July/August 2005. On Blackboard: Course Documents: Building Endowments folder.
- First Steps to a Capital Campaign, by Kim Klein, Shelterforce Online (National Housing Institute), September/October 2000.
- Capital Campaigns, by Martin Johnson, Shelterforce Online (National Housing Institute), November/December 1999.
- Capital Campaigns: Small shops can deal successfully with their lack of resources, by Mo Davies, Canadian Fund-Raiser eNews, January 31, 2003. Select "Capital Campaigns" and scroll down page.
- Grants as Part of a Capital Campaign, by Michael Wells, Grants and Foundations Review, December 9, 2003.
- Getting and Managing a Construction Grant, by Henry Flood, The Grantmanship Center Magazine, Spring 2004.
- Lights...Camera...Action! Screening Prospects for a Capital Campaign, by Mary Lawrence, NEDRA News (New England Development Research Association), Summer 2003.
- Capital Campaigns 101, Raybin Associates.
- How Can We Develop A Compelling Case For Support?, by Cynthia Armour, Front & Centre (Canadian Centre for Philanthropy), July 2000.
- The Five Dirty Secrets of Capital Campaigns, by Steve Manzi, OnPhilanthropy.com, August 9, 2002.
- Having the Right Leader Can Ensure Campaign Success -- How We Recruited Our Campaign Chair,
by Iris S. Nahemow, Major Gifts Review, August 13, 2002.
- Large capital campaigns -- dinosaur or new dynamic?, Canadian FundRaiser, July 11, 1995.
- How to ensure that your community capital campaign succeeds, by Glenn Holliman, Canadian FundRaiser, January 29, 1997.
- Are You Ready for a Capital Campaign?, Zimmerman-Lehman.
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The Capital Campaign Feasibility Study: Always a Good Idea, Zimmerman-Lehman.
- Getting Started: Capital Campaigns, by Terry Axelrod, Raising More Money.
- The Raising More Money Model and Capital Campaigns, by Terry Axelrod, Raising More Money.
- What is a Feasibility Study and What Kind Do I Want to Do?, by S. MacLurg Vivian, FundClass, January 2002.
- Basic Information As You Consider Conducting A Campaign and Sample Capital Campaign Outline & Timeline, by S. MacClurg Vivian, FundClass, January 2002.
- Abstract of Sample Capital Campaign Outline & Timeline, by S. MacClurg Vivian, FundClass, January 2002.
- Capital and Endowment Campaigns For Small Groups, Edited Digest of FundClass Topic #29, February 2002. Facilitated by Kim Klein.
- Endowment Fundraising: What Are We Afraid Of?, by Jill A. Pranger, OnPhilanthropy.com, April 13, 2002.
- Issue on Endowments in Central and Eastern Europe, SEAL (Social Economy and Law Journal) Winter 2003.
- Making the Case. Edited Digest of FundClass Topic #22, May 2000. Facilitated by Gordon Talley.
- Capital Campaigns . Edited Digest of FundClass Topic #11, March 1998. Facilitated by Greg Jakubowicz.
- Can Capital Campaigns be based on Planned Gifts?, by Vaughn Henry, 2000.
- Building Stronger Organizations: Lessons on Funding Human Services Capital Projects, by Anita Pampusch, Giving Forum, Minnesota Council on Foundations, Spring 2002.
- What Can be Learned from a Feasibility Study?, Fund-Raising Matters, Spring 2000 (Goettler Associates).
- A Credo for a Campaign, Fund-Raising Matters, Spring 2000 (Goettler Associates).
- Blueprint for a Library Capital Campaign, by Glen Gilbert, Friends & Foundations of California Libraries, 2001.
- Is your organization ready for a capital campaign? (The Winslow Group).
- Campaign Feasibility Studies: Taking the time to find out whether the time is right, by Tony Poderis, Charity Village, September 2, 2002.
- Campaign Feasibility Studies: How should a feasibility study be conducted?, by Tony Poderis, Charity Village, September 23, 2002.
- Campaign Feasibility Studies: What are some of the pitfalls?, by Tony Poderis, Charity Village, October 21, 2002.
- The Feasibility Study, Capital Quest, Inc., 2002.
- Setting Goals and Constructing the "Pyramid", by Henry D. Lewis, Major Gifts Review, April 2, 2002.
- The Stewardship of Endowment: How to make your endowment building programs donor friendly, by David G. Schmeling, Deferred Giving Services.
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Case of the YMCA of Greater Toledo (Ohio), Goettler.com
- Writing a one page information sheet about your organisation, ourcommunity.com (Australia), March 8, 2001.
- Charities and Donors Turn to Endowments, by Todd Cohen, The NonProfit Times, January 2003.
- Asset Allocation: Endowments Eye Investment Cushions, by Todd Cohen, The NonProfit Times, January 2003.
- Campaign Success or Failure: A Function of the Number of Calls Made, by David Phillips, Custom Development Solutions.
- The Lifeblood of a Capital Campaign: Empowering Your Volunteers, by Roy Wheeler, Jr., Custom Development Solutions.
Competencies:
define a capital campaign and explain how it differs from other fundraising appeals
identify the stages of a capital campaign, including private and public phases
create a table of gifts needed
identify potential lead and challenge gifts
Demonstration of Competencies:
compare the campaign case statements of two nonprofits or NGOs
create a table of gifts (gift range chart) needed for a sample organization
Useful Links:
 Common Grant Application Form -- Capital Campaign. From the Development Office of Carnegie Mellon University.
Capital Campaigns (Affinity Resources).
Macintyre Associates: Fund Raising Campaign Management. A consulting firm which offers some resources on capital campaigns, such as:
- Why should you conduct a feasibility study?
- What can you expect from a feasibility study?
- Selection of Individuals for Campaign Feasibility/Planning Study
Profit Quests Fundraising. Consulting firm with the following articles on capital campaigns (2003):
- Your Very Own Capital Campaign - Part 1
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Your Very Own Capital Campaign - Part 2
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Phase Three or The Feasibility Study - Setting The Foundation Of Your Fundraising Campaign
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Your Very Own Capital Campaign - Phase 4: Getting Ready for Your Campaign
Capital Assistance Funding: A Rural Health Resource Guide, Rural Health in Brief, No. 3 , June 2000 (U.S. Department of Agriculture)
Ahern Communications: e.g. Case Statements: What is a case statement?
Examples of capital campaigns:
- University of Pittsburgh
- FareStart (Seattle)
- Brava! for Women in the Arts Capital Campaign (San Francisco)
- Arizona-Sonora Desert Museum
- Philadelphia International House
Examples of case statements:
- Georgia Institute of Technology (Georgia Tech)
- The Humanitarium: Center for Culture & Diversity
- Special Olympics International. An example of using the Web to create an animated case statement (requires Flash plug-in).
- YMCA World Service . A web-based case statement with QuickTime video.
- Tribal Lands Initiative, The Trust for Public Land.
Bibliography:
Bancel, Marilyn and Timothy Seiler, Preparing Your Capital Campaign, Jossey-Bass: San Francisco 2000.
Dove, Kent, Conducting a Successful Capital Campaign, Second Edition, Jossey-Bass: San Francisco 1999.
Graham, Christine, Blueprint for a Capital Campaign, CPG Enterprises: Shaftsbury, VT 1997.
Kihlstedt, Andrea and Robert Pierpont, eds., Capital Campaigns: Realizing Their Power and Potential, (New Directions for Philanthropic Fundraising). Jossey-Bass: San Francisco 1998.
Kihlstedt, Andrea and Catherine Schwartz, Capital Campaigns: Strategies That Work, Second Edition, Aspen Publishers: Gaithersburg, MD 2002.
Moerschbaecher, Lynda S. and Barbara G. Hammerman, Building an Endowment: Right from the Start, Precept Press 2001.
Newman, Diane, Nonprofit Essentials: Endowment Building, Wiley: New York 2005. You can read a review of this book at onPhilanthropy.com: http://onphilanthropy.com/reviews/rv2005-06-10.html
Seiler, Timothy, Developing Your Case for Support, Wiley: New York 2001.
Weinstein, Stanley, Capital Campaigns from the Ground Up: How Nonprofits Can Have the Buildings of Their Dreams, Wiley: New York 2003.
Go to online conference:
URL: http://www.sover.net/~paulven/sit/capital.html
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