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Capital Campaigns 101 and Fundraising for Special Projects

May 30, 2019 @ 1:00 pm - 7:30 pm

Jenn Hayslett and Anne Peyton, CPF CFRE

Whether you are raising money for a larger capital campaign or a smaller “bite-sized” campaign, it usually takes more preparation than you think. You need to clarify your organization’s strategic needs, recruit board members and key volunteers, engage your donors with your vision of the future, ensure the infrastructure to manage the work, and more. It’s not just a ‘bigger’ appeal, it means supporting a huge effort over an extended period of time. Capital campaigns are a lot of hard work, but they can pay off handsomely.

Matching your donors’ philanthropic goals with your organizational mission is what we in the nonprofit sector are called to do, and the result of a capital campaign — a renovated food pantry, a refurbished and accessible theater, a new bike path — is a hugely rewarding experience.

This interactive workshop will include handouts, lecture, dialogue, interactive sessions.

Learning Objectives:

We will share with you well-established best practices to make the process work of campaigns and special projects organized, efficient, and effective. Through the training you will learn how to:

Get your campaign team together to draft an initial case statement, identify interviewees, and either hire a consultant to conduct a feasibility study or do one yourself
Identify your most-likely donors by exploring past and long-term giving histories; philanthropic community members; possible constituents such as foundations and corporations
Organize your campaign infrastructure by creating a detailed task and timeline, reviewing your Gift Acceptance Policy, developing your printed and digital materials, building a Gift Table, and hiring a campaign counsel and additional campaign staff.
Execute your campaign by establishing a meetings schedule, monitoring financial accounting toward your goal, understanding gifts and pledges for specific or unrestricted purposes, knowing when to celebrate success, and debriefing in preparation for the next campaign.
Target Audience:

Executive Directors, nonprofit fund development staff, and board members who are considering a campaign and/or anticipate a campaign within the next several years. This program gives you a comprehensive overview for what you need to know to get ready.

About the Trainers

Jenn Hayslett is a creative development professional with 25 years of leadership experience as a community organizer, marketer, teacher, fundraiser, and coach working with individuals and nonprofits.

Jenn’s deep non-profit experience includes heading capital campaigns, management of annual funds, leading major gifts efforts, designing donor stewardship programs, writing successful grants, and leading volunteers. Jenn’s specialty is in supporting small and mid-sized nonprofits in building and improving relationship-based fund development programs through board trainings and development coaching.

As a coach and consultant, Jenn supports individuals and organizations in clarifying their vision, designing an action plan, and holding them accountable in delivering their promise to the world.

Anne Peyton, CPF CFRE has worked in and with nonprofits for more than 35 years and is the owner of Yellow Brick Road‚Ñ¢ consulting. She has been a watch officer at Hurricane Island Outward Bound, a medical and academic librarian, and major gift officer at Dartmouth College. Since 1989, Yellow Brick Road‚Ñ¢ has worked with a variety of social benefit nonprofits: conservation and the environment, youth, education, arts and cultural organizations, hospitals, and more. YBR focuses on board governance, organizational development, strategic planning, and fundraising with facilitation, training, and coaching as additional areas of expertise. A grants management program offers services from one-time funding searches to full-scale grants management.

Registration fee: $109 (Full day, lunch is included)



May 30, 2019
1:00 pm - 7:30 pm