Working as a Camp Team to Execute a Capital CampaignNovember 13, 2011Grinspoon Institute for Jewish Philanthropy

Herb Tobin

Mentor

Conducting a Capital Campaign

Selected Topics Getting Organized

» Capital & Endowment Grid

Campaign Goal» Setting a Capital Goal» Gift Pyramid» Donor Rating Matrix

Writing a Case Statement

Setting a Capital Goal

Name Gift$4.0 mil

$2 mil $2 mil

$1 mil $1 mil $1 mil $1 mil

$500K $500 $500 $500 $500 $500

$250K $250 $250 $250 $250 $250 $250 #250

$100K $100 $100 $100 $100 $100 $100 $100 $100 $100 $100 $100

$50K $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50 $50

Many Gifts

Gift PyramidTypical Capital

Campaign $10 Million GoalAmount

$4 mil

$4 mil

$4 mil

$1 mil

$1 mil

$1.2 mil

$2 mil

$3 mil

# of Gift Units1

203-253

150-200

20

12

8

6

4

2

Total:$20.2 mil

80 – 20 Rule90 – 10

Average Campaign has 200 – 250 Gifts

Lead Gift should be 25 – 50% of totalProject (what will the Philanthropic market bear?)

List of NamingOpponents shouldtotal 150 – 200 % ofCost of Project

Factors that Lead to Higher Interest Previous Contributor A “Sense of Ownership” of the Camp Multi-Generational Family Involvement Emotional Attachment/Strategic to the Project Strong Tie to a Person Involved

Donor Rating

Writing a Case Statement

Background History of the camp The current status/statistics of the camp

The Proposed Project How the continued growth/success of the

camp is impacted by a lack of adequate facilities

What the proposed new facility will be: give a “tour” of the building: what are the significant architectural features: the costs

Time frame for the new facility

The Campaign The creation of a campaign in response to

the challenge: who’s involved: how much List of naming opportunities How you can be involved

Visuals Map of site Site plan Renderings of the building Elevators Typical floor plans Artist’s renderings of interior Photos of campers List of naming opportunities Reply vehicle

Questions?

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