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Planning a Successful Capital Campaign

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1 Planning a Successful Capital Campaign
Welcome & Introduction Planning a Successful Capital Campaign Gordon – house keeping Can everyone see me? Hear me and the screen OK? Welcome, thank you for coming, Me, what I Do Interactive workshop, Intensive workshop NEW WORKSHOP, new amount of people a) questions I can’t answer, b) time for general discussion Intro Pack: Will reference throughout day. For you to take away as reminders –more info than not enough info Eleanor Gill National Legacy & Funding Officer

2 Why are you here? Building / Fabric Repairs and Maintenance
Planning a Successful Capital Campaign Capital Campaigns Explored Why are you here? Building / Fabric Repairs and Maintenance Reordering of the Church New facilities or improved access Project based

3 What’s your project then?
Planning a Successful Capital Campaign Capital Campaigns Explored What’s your project then? Chat to your neighbour about your project Expectations for the Day Chat to your other neighbour about what you want to get out of today

4 What is a Capital Campaign?
Planning a Successful Capital Campaign Capital Campaigns Explored What is a Capital Campaign? “The most amount of money from the fewest possible sources in the shortest possible time.” It is the most cost effective form of fundraising - legacies It has an end date – not ongoing

5 What is the Scale of our Challenge?
Planning a Successful Capital Campaign Capital Campaigns Explored What is the Scale of our Challenge? 20% of donors provide 80% of funding The bulk of your funding will come from a few carefully cultivated significant gifts Those pick low hanging fruit make jam. Aim high, aim big Rule of thumb 80% of funding comes from 20% of your donors Pareto principle: 80% effects, 20% causes

6 Misconceptions The fundraisers will bring in the money
Planning a Successful Capital Campaign Capital Campaigns Explored Misconceptions The fundraisers will bring in the money Funders want to know about the building... We don’t need to invest money upfront Let’s start building now We’ll answer that later - about a whole organizational approach - people inside/using the building. Reserves shouldn't stay reserves Raise the money for that first chunk THEN start moving Have answers to 90% of the possible questions

7 Capital Campaign Structure
Planning a Successful Capital Campaign Capital Campaigns Explored Capital Campaign Structure ADD TEXT

8 Capital Campaign Steps Planning a Successful Capital Campaign
Capital Campaigns Explored Capital Campaign Steps 4 steps to a campaign Planning; evidence of need, research, feasibility test 6 months Private: 60% gifts from top 10 – 20 lead gifts, plan public appeal, 5-8 – 18 months Public: smaller grants 10K, 5K, 1K, community, lower level, events, – 18 months Consolidation: 1-3 months

9 Capital Campaign Structure
Planning a Successful Capital Campaign Capital Campaigns Explored Capital Campaign Structure - Roles - structure looking to create depending on how big/small your campaign is - Do you have a member of the diocese, bishop, deanery etc. on this board? Can anyone pull any weight?

10 Six Steps to Success Planning a Successful Capital Campaign
Capital Campaigns Explored Six Steps to Success

11 ‘Where there is no vision, the people perish.’
Planning a Successful Capital Campaign Capital Campaigns Explored 1. Vision A church without a vision isn’t going anywhere Write that on your hearts, inscribe it in your soul - You can build the engine, but if you don’t know where the car is going… - David went about the project of the temple Your building for a generation. Small vision, reciprocal relationship ‘Where there is no vision, the people perish.’ Proverbs 28.18

12 Jesus was a great leader.
Planning a Successful Capital Campaign Capital Campaigns Explored 2. Leadership Jesus was a great leader. Convince them – get behind it – they gave willingly. How can we get to that point Jesus says follow me – listen I’ve got to convince you about a great If no one’s following you, you’re not a very good leader

13 3. Need ‘An urgent need and a visible need.’
Planning a Successful Capital Campaign Capital Campaigns Explored 3. Need ‘An urgent need and a visible need.’ GOSCH Wishing Wel -Have a whim, no strong case for support won’t receive funding Strategic organisational decision or a good thing to do – it won’t receiving funding

14 ‘Give me six hours to chop down a tree...’
Planning a Successful Capital Campaign Capital Campaigns Explored 4. Be Prepared ‘Give me six hours to chop down a tree...’

15 5. Generosity The Gospel inspires Generosity
Planning a Successful Capital Campaign Capital Campaigns Explored 5. Generosity The Gospel inspires Generosity Never more like God, than when we give Pray the money in? Leader, pcc, congregation & community ALL need to give Charity begins at home – pray the money in, want it to be other peoples money.

16 6. Community One God created One People
Planning a Successful Capital Campaign Capital Campaigns Explored 6. Community One God created One People Church belongs to the Community Involve everyone Charitable work – helping others, is helping others. OUTREACH A lot of funders are more likely to fund you, if you have a community element

17 Decision Time Vision Leadership A real need Preparation Generosity
Planning a Successful Capital Campaign Capital Campaigns Explored Decision Time Vision Leadership A real need Preparation Generosity Community benefit

18 Capital Campaign Structure
Planning a Successful Capital Campaign Building / Sub Committee Capital Campaign Structure - Roles - structure looking to create depending on how big/small your campaign is - Do you have a member of the diocese, bishop, deanery etc. on this board? Can anyone pull any weight?

19 Sub / Building Committee
Planning a Successful Capital Campaign Building / Sub Committee Sub / Building Committee Architect & Surveyor - develop your ideas Permissions Feasibility Study Business Plan Costs & Quotes Estimated Budget Clergy person & 4 others – architect / builder Identifying who’s going to sit on the committees, who will chair them. Development of plan from committee and then implementation – private phase Tendering - £0 - £10k no tendering, £10k - £50 tendering required.

20 Feasibility Study / Health Check
Planning a Successful Capital Campaign Feasibility Study, Quotes & Permissions Feasibility Study / Health Check If your idea is viable or not How & what your project will deliver Useful facts & figures to aid decision-making Alternative approaches & solutions M – L Projects Major interventions / extensions Specialist knowledge & experience S – M Projects Useful exercise & reference document The aim is to uncover the strengths and weaknesses of a proposed venture, any opportunities and threats, SWOT Idea is, before you go to anyone and ask for money, before the campaign committee get going you can 100% say.

21 Planning Permissions Approved system of control – Faculty
Planning a Successful Capital Campaign Feasibility Study, Quotes & Permissions Planning Permissions “All churches are subject to planning law & planning permission regardless of denomination or faith.” Approved system of control – Faculty Alteration works to a Grade I or II - EH

22 Summary of Procedure - Actions
Planning a Successful Capital Campaign Feasibility Study, Quotes & Permissions Summary of Procedure - Actions Major Changes: Alterations and Extensions Consult with your Architect Consult within the PCC and Parish Ask for DAC site visit Consult Archdeacon Consult Planning and Amenity Societies Consult with English Heritage Prepare outline proposals

23 Summary of Procedure - Actions
Planning a Successful Capital Campaign Feasibility Study, Quotes & Permissions Summary of Procedure - Actions Minor Changes: Repairs and Maintenance Consult DAC Secretary informally Consult Architect Consult Archdeacon Prepare detailed proposals

24 Talk to your Congregation
Planning a Successful Capital Campaign Building / Sub Committee Talk to your Congregation Help Develop your ideas Building & Local Area Church and Community Improvements to be made Clergy person & 4 others – architect / builder Identifying who’s going to sit on the committees, who will chair them. Development of plan from committee and then implementation – private phase

25 Talk to your Community Community Audit How well do we know our parish?
Planning a Successful Capital Campaign Building / Sub Committee Talk to your Community Community Audit How well do we know our parish? Need / New Services How others might see the church Clergy person & 4 others – architect / builder Identifying who’s going to sit on the committees, who will chair them. Development of plan from committee and then implementation – private phase

26 Capital Campaign Structure
Planning a Successful Capital Campaign Campaign Committee & Campaign Plan Capital Campaign Structure - Roles - structure looking to create depending on how big/small your campaign is - Do you have a member of the diocese, bishop, deanery etc. on this board? Can anyone pull any weight?

27 Campaign Committee Responsible for Campaign Keep on Budget
Planning a Successful Capital Campaign Campaign Committee & Campaign Plan Campaign Committee Responsible for Campaign Keep on Budget Keep to Timeframe Secure required funds Time line – when applying we start the work in a week… Identifying who’s going to sit on the committees, who will chair them. Development of plan from committee and then implementation – private phase

28 Campaign Plan / Funding Strategy
Planning a Successful Capital Campaign Campaign Committee & Campaign Plan Campaign Plan / Funding Strategy Produce a Campaign Plan a) Route Map b) Hymn Sheet c) Dynamic Document What the Campaign Committee will use the campaign plan for / to track Monitoring & reporting: Table of Gifts, Amount raised to date & future targets, Meeting Minutes & Reports Most important document / overlap with Timetable & Table of gifts Who will use plan? PCC, Committee Members, Campaign Volunteers, Everyone!

29 Chair Person Well-known, liked and respected locally
Planning a Successful Capital Campaign Campaign Committee & Campaign Plan Chair Person Well-known, liked and respected locally Committed & Capacity Prepared to make a gift to the Campaign Able to talk compellingly about the Appeal Effective at chairing meetings Can inspire members Identify chair and then set up committee Committee will start to assess potential donors, grant funders, individuals & companies Develop strategy for meeting your objectives and when you’ll have raised what funds by Targets, capacity and commitments

30 Grant Making Committee
Planning a Successful Capital Campaign Campaign Committee & Campaign Plan Campaign Committee Terms of Reference Volunteer Leadership Project Manager Events Committee Grant Making Committee Identifying who’s going to sit on the committees, who will chair them. Development of plan from committee and then implementation – private phase

31 Volunteer Leadership Planning a Successful Capital Campaign
Campaign Committee & Campaign Plan Volunteer Leadership Vounteer Leadership Don’t forget to include!

32 That’s All Folks! Planning a Successful Capital Campaign
Campaign Committee & Campaign Plan That’s All Folks! 4 steps to a campaign Planning; evidence of need, research, feasibility test 6 months Private: 60% gifts from top 10 – 20 lead gifts, plan public appeal, 5-8 – 18 months Public: smaller grants 10K, 5K, 1K, community, lower level, events, – 18 months Consolidation: 1-3 months

33 Your Network Planning a Successful Capital Campaign
Campaign Committee & Campaign Plan Your Network NB SKILL SETS!!!!  Three tiered circle 1) church council and electoral roll 2) attend from time to time 3) baptisms, weddings, funerals 4) community members 5) tourists 6) similar interests 6) people you’ve never met

34 Budgets: The Basics Does income match expenditure?
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Budgets: The Basics Does income match expenditure? Degree of calculated flexibility Calculate don’t guess VAT Potential Contingencies: 10% unexpected costs NB Inflation costs

35 Budgets: What do the funders say?
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Budgets: What do the funders say? “If your Budget doesn’t add up, I wonder if your project will.” Make sure you get someone to check your budget

36 Budget Breakdowns Project Budget Campaign Budget
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Budget Breakdowns Project Budget Construction Hard Costs Construction Soft Costs Campaign Budget Campaign Events Marketing materials

37 St John’s Church, Wakefield
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research St John’s Church, Wakefield PHASE 1 Chancel: £172,000 New Kitchen & Cafe New disabled toilet X2 Meeting rooms PHASE 2 Nave: £152,898 Under floor heating removal of pews £325,000 Project Phases 1 & 2

38 Highlight: Chair prices, Asbestos, Music
Point out – 2 lead gifts. Not a long list of donors. Donations received around 50/50

39 Your Case for Support Identify the Need Explain your Solution
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Your Case for Support Identify the Need Explain your Solution What will the Outcome be? Accompanies faculty application for projects making changes to listed church buildings

40 Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research Change from the IN OUT

41 Break out into groups & discuss
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Write your Case for Support Break out into groups & discuss Read neighbours What will appeal to potential funders? How could you improve yours? Which is most powerful & why? 20 mins

42 Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research What is Fundraising? “ Fundraising is the inspiration business, and however much we try to elevate and complicate it; at its heart it is little more than telling stories. ” Fun into fundraising. Fear out of fundraising Ken Burnett Relationship Fundraising

43 The oldest fundraising appeal is in
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Fundraising and the Church The oldest fundraising appeal is in the Book of Exodus - The do or die kind - into the worship life of the church - Biblical book of Exodus when the people of Israel donated to build the Tabernacle - Opportunity to Be “Church” in a different way (community)

44 Funding Sources Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research Funding Sources Grant Funders Your Church Trusts & Foundations Where is the money likely to come from and at what levels? Statutory – government, very early one HLF – first, before you approach others. Local authority can contribute towards maintenance repair of adaption of churches T & F simple to analyse, desk research The Landfill Communities Fund. 5 or 10 miles of a landfill site – over 80% of the Britain’s population meet this condition. Major Donors Community & Individuals

45 Table of Gifts Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research Table of Gifts Gift Size Number of Gifts Total Value £250,000 1 £125,000 3 £375,000 £75,000 4 £300,000 £50,000 10 £500,000 Private Phase Sub-Total 18 £1,425,000 £25,000 20 £10,000 35 £350,000 £5,000 £175,000 £1,000 45 £45,000 £500 Public Phase Sub-Total 140 £1,075,000 Total 158 £2,500,000 How you will achieve your target sum? populating gift table. 4/5 months timescale Do you intend to have many large gifts? More small gifts? A mix of both?

46 Gift Size Number of Gifts Total Value 140 158
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Gift Size Number of Gifts Total Value £1,000 45 £45,000 £500 10 £5,000 Public Phase Sub-Total 140 £1,075,000 Total 158 £2,500,000

47 Gift Size Number of Gifts Total Value 158
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Gift Size Number of Gifts Total Value £250,000 1 £125,000 3 £375,000 Total 158 £2,500,000

48 Capital Campaign Structure
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Capital Campaign Structure

49 First Step = Research Prospects = known interest
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research First Step = Research Prospects = known interest Suspects = potential interest Financial ability to make a gift at the level required? Just because they CAN give, X mean they WILL give NB – so who do you already know to apply to? - KNOWN interest in you. Suspect not a prospect, prospects are COLD! Just because they have money they have no interest in you - Not one big ask – it’s a series of asks. The more yeses you get, the closer you become to the ask for money

50 Charity Classifications
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Charity Classifications General charitable purposes Education or Training Disability The prevention or relief of poverty Overseas aid or famine relief Religious activities Arts, culture, heritage, science Amateur sport Environment / conservation / heritage Economic, community development, employment Armed forces, emergency service efficiency Human rights / religious or racial harmony, equality or diversity Locality Classification Charities must specify one or more of the following categories which describe what they do and it is the same for grant giving bodies. All you need to do is see whether your project aims and outcomes align with their grant giving classifications.

51 Website Research Find a charity
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Website Research Find a charity Charity details (website, contact, deadlines etc.) Key areas of interest / charitable aims Guidelines Accounts Do they give to churches? How much do they give? The Landfill Communities Fund. 5 or 10 miles of a landfill site – over 80% of the Britain’s population meet this condition.

52 Charity Commission Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research Charity Commission - KNOWN interest in you. Suspect not a prospect, prospects are COLD! Just because they have money they have no interest in you - Not one big ask – it’s a series of asks. The more yeses you get, the closer you become to the ask for money

53 All Saints, Weston Green
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research All Saints, Weston Green https://www.youtube.com/watch?v=GUXZUsTIB5M https://www.youtube.com/watch?v=GUXZUsTIB5M

54 Pub Quiz: How well do you know your Grant Funders?
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Pub Quiz: How well do you know your Grant Funders? Using the quiz sheet in your packs, and working in small groups, test your knowledge. The Landfill Communities Fund. 5 or 10 miles of a landfill site – over 80% of the Britain’s population meet this condition.

55 Top Five Funders Heritage Lottery Fund Garfield Weston Foundation
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Top Five Funders Heritage Lottery Fund Garfield Weston Foundation All Churches Trust Wolfson Foundation The Landfill Communities Trust Listed Places of Worship Grants Scheme (VAT) The Landfill Communities Fund. 5 or 10 miles of a landfill site – over 80% of the Britain’s population meet this condition.

56 Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research “We fund projects which make a lasting difference for heritage, people and communities in the UK.” NB – activities – look at brochure – this is what they fund!

57 Heritage in better condition Improved Access (physical & educational)
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Outcomes: Heritage in better condition Improved Access (physical & educational) More people have engaged with heritage A wider variety of people have engaged with heritage 1st Steps: Read the Guidance Notes Project Form 1st Steps: Does your project… Have urgent repair needs? Looking to improve public access? Provide new community facilities

58 Plenty More Fish in the Sea
Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Plenty More Fish in the Sea Charity Commission Funding Central Funds for Historic Buildings Heritage Funding Directory Directory of Social Change Trust and Foundation search tool Trustfunding.org.uk ChurchCare DAC . . .anglican.org/diocesan-life/diocesan-advisory-committee/ Parish Resources

59 Go Fish? Planning a Successful Capital Campaign
Budget, Case for Support & Funding Research Go Fish?

60 The Seven Steps of Fundraising
Planning a Successful Capital Campaign Cultivation & Enlistment The Seven Steps of Fundraising Research Identify Plan Cultivate Ask Close Thank Steward Ask: not on phone, specific amount, impact

61 The Trustees & Stewardship
Planning a Successful Capital Campaign Cultivation & Enlistment The Trustees & Stewardship Take our stewardship responsibilities seriously Careful with overheads Want to give away as much as we can Give grants to the projects that deserve the money most

62 Statements of Significance & Need
Planning a Successful Capital Campaign Cultivation & Enlistment Statements of Significance & Need Provides accessible information Explain, justify & rationalise proposed plans Accompanies Faculty application (listed) Accompanies faculty application for projects making changes to listed church buildings A Grant Application Applying to an external Funder for a grant

63 Handy Hints C.V. Presentation Research the Funder
Planning a Successful Capital Campaign Cultivation & Enlistment Handy Hints C.V. Presentation Research the Funder Don’t assume anything Give us Details! Why should we pick you? Is a document for approaching potential funders. Business plan Needs to have all the essential details of the project NB example of treasurer & handwriting “We want to fund churches that are doing things, if you don’t tell us what you’re doing – how can we know?

64 What to Attach & Why Budget (including the grant amount requested)
Planning a Successful Capital Campaign Cultivation & Enlistment What to Attach & Why Budget (including the grant amount requested) Church Accounts Quotes Letters If we ask for 3 years church accounts we want 3 years. – boiler & income £2,000

65 Provide Evidence – back up what you say!
Planning a Successful Capital Campaign Cultivation & Enlistment Provide Evidence – back up what you say! “A lavatory is essential, as we need to be able to provide modern, clean facilities which meet health and safety standards if we are to be able to offer the building for use to the wider community.” Accompanies faculty application for projects making changes to listed church buildings “After a twenty-minute drive to get to Church, it would be such a boon to have the availability of a proper toilet.” RM, aged 83

66 Outcomes – what are they?
Planning a Successful Capital Campaign Cultivation & Enlistment Outcomes – what are they? “Currently the congregation meets for coffee...We are required to use the Village Hall where older members must drive... some members of the congregation do not socialise ...this time is important for the giving and receiving of mutual support amongst members of the community, esp. older members of congregation who don’t have family nearby. “The new kitchenette and toilet facilities would strengthen community support and help to alleviate loneliness among our elderly residents. “

67 Planning a Successful Capital Campaign Cultivation & Enlistment
Cultivation & Enlistment The size of box usually indicates how much information we want! Again – what makes us different?

68 Planning a Successful Capital Campaign Cultivation & Enlistment
Cultivation & Enlistment Bad handwriting

69 Planning a Successful Capital Campaign Cultivation & Enlistment
Cultivation & Enlistment As much as you can give us No - we don’t want to have to figure out what that means! You tell us how much!

70 Capital Campaign Structure
Planning a Successful Capital Campaign Congregation Fundraising Capital Campaign Structure

71 Envy of the Voluntary Sector
Planning a Successful Capital Campaign Congregation Fundraising Envy of the Voluntary Sector Giving begins with us A history of generous giving You don’t get something for nothing Anne Frank Test the resolve of the congregation – indicator of it’s success. Credibility, generosity Age group – they have more disposable income than any other age group A Church cannot be one man and his dog Fundamentally we are equally responsible for being the church

72 Share your stories of generosity
Planning a Successful Capital Campaign Congregation Fundraising Share your stories of generosity

73 Capital Campaign Structure
Planning a Successful Capital Campaign Community Appeals Capital Campaign Structure

74 UK Giving Report NCVO & CAF
Planning a Successful Capital Campaign Community Appeals Major Donors “£11 billion was given to charity last year, with almost half coming from just 7% of donors.” NOTE many major fundraising agencies make major donors one of their main streams of work. It is not an easy route for local churches Hospitality - expect to be treated as they are treated in their own social and business circles Gate Keeper who knows them? Who can give you access? Luke – Much is required from those to whom much is given Peer to Peer / Hospitality Takes Time (10%, 80%, 10%) Tailored approach; networks Who is the “Gate keeper” UK Giving Report NCVO & CAF

75 Major Donor Indicators
Planning a Successful Capital Campaign Community Appeals Major Donor Indicators Wealth and propensity to give Gender and age Where they live, size of house Occupation – City, entrepreneur Leisure – racing, sailing Wealth and propensity to give. How do they see themselves? As philanthropic Good spread - tapping into all audiences

76 Major Donor Identification
Planning a Successful Capital Campaign Community Appeals Major Donor Identification How many have you identified? Invite to an event Partners money too Build Relationship Ask for . . . Two Ears, One Mouth Event: St Johns Hyde Park £900, private donations Go to them for help regarding the campaign, ways to fundraise and listen to what they tell you. Why don’t we ask our supporters for their views? They’re financially successful because, they have financial skill sets – use these!

77 You’re ready to make a gift of £100,000
Planning a Successful Capital Campaign Community Appeals Through the Donor’s Eyes You are a wealthy business person who attends church with their family and want to ‘give something back’. You’re ready to make a gift of £100,000 Donor could be an individual (major donors OR grant maker) no difference Financial track record. What will the impact be? Long term? What and where is the need? Connection – why have you come to me? What Questions are you likely to ask? What information do you want / need?

78 Planning a Successful Capital Campaign
Community Appeals “Giving money effectively is almost as hard as earning it in the first place.” Bill Gates Bill Gates – demonstrates that you need to give the individual all of the information

79 No Major Donors? Urban deprivation?
Planning a Successful Capital Campaign Community Appeals No Major Donors? Urban deprivation? No Financial Support; Local & Physical Support Find your USP no connections, no introductions to wealthy individuals or businesses. Many churches in areas of urban deprivation have no residents, or contacts, but Katherine Jenkins – Tower Appeal – High Profile Event £13,000

80 Capital Campaign Structure
Planning a Successful Capital Campaign Community Appeals Capital Campaign Structure

81 Where to Ask? Face to Face (individually & collectively)
Planning a Successful Capital Campaign Community Appeals Where to Ask? Face to Face (individually & collectively) Appeal brochure / leaflet Events Letters Parish website Parish magazine Public meeting Local press

82 How to Ask? Ask the people most likely to give
Planning a Successful Capital Campaign Community Appeals How to Ask? Ask the people most likely to give Present the case from their point of view Make it easy to respond Young volunteers Someone who regularly attends a house of worship is twice likely to give to charitable causes as someone who seldom or never does. The churchgoer gives 100 times as much to charity per year – including 50 times as much to non religious causes relationships not transactions Mind your manners – communications, relationships, social media. The mantra! Anne Frank – no one has ever become poor by giving

83 Capital Campaign Steps
Planning a Successful Capital Campaign Community Appeals Capital Campaign Steps 4 steps to a campaign Planning; evidence of need, research, feasibility test 6 months Private: 60% gifts from top 10 – 20 lead gifts, plan public appeal, 5-8 – 18 months Public: smaller grants 10K, 5K, 1K, community, lower level, events, – 18 months Consolidation: 1-3 months

84 All Churches Trust Philip Arundel Charity Grants Advisor
Planning a Successful Capital Campaign Cultivation & Enlistment All Churches Trust Philip Arundel Charity Grants Advisor Hospitality & meet the vicar A good Cuppa! I like to get a feel for the place A little bit of Recognition Ask: not on phone, specific amount, impact

85 Planning a Successful Capital Campaign Case Studies
Case Studies

86 St Margaret’s Church, Drayton
Planning a Successful Capital Campaign Case Studies St Margaret’s Church, Drayton Project Aims: Urgent repairs to thatched roof, roof timbers, rainwater drains Heritage: Drayton C of E Junior School produced a village heritage trail Heritage Open Day Community: Memories & photographs of past family church events Event for family members listed on War memorial in Churchyard Budget: £57,500 HLF grant Remainder of funds raised from congregation & other grant funders Diocese of Norwich, grade 2 listed* o prevent surface flooding in the church grounds.

87 St John’s Church, Wakefield
Planning a Successful Capital Campaign Case Studies St John’s Church, Wakefield Project Aims: Phase 1 = kitchen, café, 2 meeting rooms Phase 2 = under floor heating & remove all pews Community: More welcoming & warm environment Improved access and new facilities Larger space for community activities & events Budget: £157,680 £51,000 Wren & Biffa Award grant £59,320 Congregational fundraising £47,353 Other church specific grant funders

88 St Paul’s Centre, Hammersmith
Planning a Successful Capital Campaign Case Studies St Paul’s Centre, Hammersmith Project Aims: Space for community, social ministries & youth work Establish a debt advice center & café Graveyard bodies to move Budget: £6 million 35% Creative Fundraising 1% Major Donor 45% Congregation 7% Trusts & Foundations 12% Loans Creative fundraising – Alpha – apple, advertised, tower climb, auctioned sports car, jewelry box, wedding list, “The project strengthened the core; it left us a stronger church in the end.”

89 Planning a Successful Capital Campaign
Evaluating the Day So how prepared are you? Using the sheets in your packs and working on your own, assess your church’s readiness in the 10 key areas.... How prepared are you to undertake the campaign? Fundraising feasibility study through to full campaign management A fundraising feasibility study which gives an external perspective on whether the campaign target can be achieved and where the funds are likely to come from

90 In Summary: Successful Campaigns have
Planning a Successful Capital Campaign Evaluating the Day In Summary: Successful Campaigns have An Urgent Need Strong leadership Clear vision and inspiring project Generosity A holistic Church & Community approach Prayer

91 My Final Thought Planning a Successful Capital Campaign
Evaluating the Day My Final Thought

92 Questions Thoughts Comments Planning a Successful Capital Campaign
Evaluating the Day Questions Thoughts Comments Call: Parish Resources Church Legacy Follow me on Twitter @ParishResources


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