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Planning a Successful Capital Campaign Welcome & Introduction Planning a Successful Capital Campaign Eleanor Gill National Legacy & Funding Officer.

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Presentation on theme: "Planning a Successful Capital Campaign Welcome & Introduction Planning a Successful Capital Campaign Eleanor Gill National Legacy & Funding Officer."— Presentation transcript:

1 Planning a Successful Capital Campaign Welcome & Introduction Planning a Successful Capital Campaign Eleanor Gill National Legacy & Funding Officer

2 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 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 Planning a Successful Capital Campaign Capital Campaigns Explored “The most amount of money from the fewest possible sources in the shortest possible time.” What is a Capital Campaign?

5 Planning a Successful Capital Campaign Capital Campaigns Explored 20% of donors provide 80% of funding What is the Scale of our Challenge?

6 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

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

8 Planning a Successful Capital Campaign Capital Campaigns Explored Capital Campaign Steps

9 Planning a Successful Capital Campaign Capital Campaigns Explored Capital Campaign Structure

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

11 Planning a Successful Capital Campaign Capital Campaigns Explored 1. Vision ‘Where there is no vision, the people perish.’ Proverbs 28.18

12 Planning a Successful Capital Campaign Capital Campaigns Explored Jesus was a great leader. 2. Leadership

13 Planning a Successful Capital Campaign Capital Campaigns Explored 3. Need ‘An urgent need and a visible need.’

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

15 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?

16 Planning a Successful Capital Campaign Capital Campaigns Explored 6. Community One God created One People Church belongs to the Community Involve everyone

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

18 Planning a Successful Capital Campaign Building / Sub Committee Capital Campaign Structure

19 Planning a Successful Capital Campaign Sub / Building Committee Architect & Surveyor - develop your ideas Permissions Feasibility Study Business Plan Costs & Quotes Estimated Budget Building / Sub Committee

20 Planning a Successful Capital Campaign 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 Feasibility Study, Quotes & Permissions

21 Planning a Successful Capital Campaign 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 Feasibility Study, Quotes & Permissions

22 Planning a Successful Capital Campaign Summary of Procedure - Actions Major Changes: Alterations and Extensions 1.Consult with your Architect 2.Consult within the PCC and Parish 3.Ask for DAC site visit 4.Consult Archdeacon 5.Consult Planning and Amenity Societies 6.Consult with English Heritage 7.Prepare outline proposals Feasibility Study, Quotes & Permissions

23 Planning a Successful Capital Campaign Summary of Procedure - Actions Minor Changes: Repairs and Maintenance 1.Consult DAC Secretary informally 2.Consult Architect 3.Consult Archdeacon 4.Prepare detailed proposals Feasibility Study, Quotes & Permissions

24 Planning a Successful Capital Campaign Talk to your Congregation Help Develop your ideas Building & Local Area Church and Community Improvements to be made Building / Sub Committee

25 Planning a Successful Capital Campaign Talk to your Community Community Audit How well do we know our parish? Need / New Services How others might see the church Building / Sub Committee

26 Planning a Successful Capital Campaign Campaign Committee & Campaign Plan Capital Campaign Structure

27 Planning a Successful Capital Campaign Campaign Committee Responsible for Campaign Keep on Budget Keep to Timeframe Secure required funds Campaign Committee & Campaign Plan

28 Planning a Successful Capital Campaign Campaign Plan / Funding Strategy Campaign Committee & Campaign Plan

29 Planning a Successful Capital Campaign 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 Campaign Committee & Campaign Plan

30 Planning a Successful Capital Campaign Campaign Committee Terms of Reference Volunteer Leadership Project Manager Events Committee Grant Making Committee Campaign Committee & Campaign Plan

31 Planning a Successful Capital Campaign Volunteer Leadership Campaign Committee & Campaign Plan

32 Planning a Successful Capital Campaign That’s All Folks! Campaign Committee & Campaign Plan

33 Planning a Successful Capital Campaign Your Network Campaign Committee & Campaign Plan

34 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 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.”

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

37 Planning a Successful Capital Campaign St John’s Church, Wakefield £325,000 Project Phases 1 & 2 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 Budget, Case for Support & Funding Research

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39 Planning a Successful Capital Campaign Your Case for Support 1.Identify the Need 2.Explain your Solution 3.What will the Outcome be? Budget, Case for Support & Funding Research

40 Planning a Successful Capital Campaign Budget, Case for Support & Funding Research http://www.youtube.com/watch?v=6a6VVncgHcY

41 Planning a Successful Capital Campaign 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? Budget, Case for Support & Funding Research

42 Planning a Successful Capital Campaign What is Fundraising? Budget, Case for Support & Funding Research “ 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. ” Ken Burnett Relationship Fundraising

43 Planning a Successful Capital Campaign Fundraising and the Church Budget, Case for Support & Funding Research The oldest fundraising appeal is in the Book of Exodus

44 Planning a Successful Capital Campaign Funding Sources Budget, Case for Support & Funding Research Grant Funders Your Church Trusts & Foundations Major Donors Community & Individuals

45 Planning a Successful Capital Campaign Table of Gifts Budget, Case for Support & Funding Research Gift SizeNumber of GiftsTotal Value £250,0001 £125,0003£375,000 £75,0004£300,000 £50,00010£500,000 Private Phase Sub- Total 18£1,425,000 £25,00020£500,000 £10,00035£350,000 £5,00035£175,000 £1,00045£45,000 £50010£5,000 Public Phase Sub- Total 140£1,075,000 Total158£2,500,000

46 Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Gift SizeNumber of GiftsTotal Value £1,00045£45,000 £50010£5,000 Public Phase Sub-Total140£1,075,000 Total158£2,500,000

47 Planning a Successful Capital Campaign Budget, Case for Support & Funding Research Gift SizeNumber of GiftsTotal Value £250,0001 £125,0003£375,000 Total158£2,500,000

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

49 Planning a Successful Capital Campaign First Step = Research Budget, Case for Support & Funding 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

50 Planning a Successful Capital Campaign Charity Classifications Budget, Case for Support & Funding Research 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

51 Planning a Successful Capital Campaign Website Research Budget, Case for Support & Funding Research Find a charity 1.Charity details (website, contact, deadlines etc.) 2.Key areas of interest / charitable aims 3.Guidelines Accounts 1.Do they give to churches? 2.How much do they give?

52 Planning a Successful Capital Campaign Charity Commission Budget, Case for Support & Funding Research

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

54 Planning a Successful Capital Campaign 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. Budget, Case for Support & Funding Research

55 Planning a Successful Capital Campaign Top Five Funders Budget, Case for Support & Funding Research Heritage Lottery Fund Garfield Weston Foundation All Churches Trust Wolfson Foundation The Landfill Communities Trust Listed Places of Worship Grants Scheme (VAT)

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.”

57 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 1 st Steps: Read the Guidance Notes Project Form

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

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

60 Planning a Successful Capital Campaign Cultivation & Enlistment The Seven Steps of Fundraising 1.Research 2. Identify 3. Plan 4. Cultivate 5. Ask 6. Close 7. Thank 8. Steward

61 Planning a Successful Capital Campaign 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 Cultivation & Enlistment

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

63 Planning a Successful Capital Campaign Handy Hints C.V. Presentation Research the Funder Don’t assume anything Give us Details! Why should we pick you? Cultivation & Enlistment

64 Planning a Successful Capital Campaign What to Attach & Why Budget (including the grant amount requested) Church Accounts Quotes Letters Cultivation & Enlistment

65 Planning a Successful Capital Campaign 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.” “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 Cultivation & Enlistment

66 Planning a Successful Capital Campaign “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. “ Outcomes – what are they? Cultivation & Enlistment

67 Planning a Successful Capital Campaign Cultivation & Enlistment

68 Planning a Successful Capital Campaign Cultivation & Enlistment

69 Planning a Successful Capital Campaign As much as you can give us Cultivation & Enlistment

70 Planning a Successful Capital Campaign Capital Campaign Structure Congregation Fundraising

71 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

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

73 Planning a Successful Capital Campaign Capital Campaign Structure Community Appeals

74 Planning a Successful Capital Campaign Community Appeals Major Donors Peer to Peer / Hospitality Takes Time (10%, 80%, 10%) Tailored approach; networks Who is the “Gate keeper” “£11 billion was given to charity last year, with almost half coming from just 7% of donors.” UK Giving Report NCVO & CAF

75 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

76 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

77 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 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

79 Planning a Successful Capital Campaign Community Appeals No Major Donors? Urban deprivation? No Financial Support; Local & Physical Support Find your USP

80 Planning a Successful Capital Campaign Capital Campaign Structure Community Appeals

81 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 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

83 Planning a Successful Capital Campaign Capital Campaign Steps Community Appeals

84 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

85 Planning a Successful Capital Campaign Case Studies

86 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

87 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 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 - 600 bodies to move Budget: £6 million 35% Creative Fundraising 1% Major Donor 45% Congregation 7% Trusts & Foundations 12% Loans “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....

90 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 Planning a Successful Capital Campaign Evaluating the Day My Final Thought http://www.youtube.com/watch?v=zlfKdbWwruY

92 Planning a Successful Capital Campaign Evaluating the Day Questions Thoughts Comments Email: Eleanor.Gill@churchofengland.org Call: 020 7898 1564 Parish Resources www.parishresources.org.uk Church Legacy www.churchlegacy.org.uk Follow me on Twitter @ParishResources


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