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| Part Fifteen - Life After the Campaign |
Collecting this information will help you develop
impressive and top-rate proposals. Make sure you
keep these files up-to-date, because using old information
can truly harm your chances of securing a grant.
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by Linda Lysakowski, ACFRE
Life After the Campaign
Part Fifteen
The campaign is over and generally the first thing staff
is ready to do is to kick back and relax after the final
campaign celebration. A well-deserved vacation, or at least
a few days off is probably a good idea. However, before
the glow of a successful campaign fades, the organization
should think about how it can “capitalize” on
its success to build a stronger development program and
stronger organization for the future.
One of the major benefits of a successful campaign is that
it leaves the organization much stronger than it was prior
to the campaign. The reasons for this are several:
- The campaign starts with an internal assessment and
from that assessment will come recommendations to strengthen
the infrastructure of the organization.
- The increased public relations efforts during a campaign
will result in a heightened awareness of the organization
in the community.
- The involvement of volunteers in the campaign will
provide future volunteer fundraisers for the organization’s
ongoing development efforts.
- Staff will benefit from working with a consultant and
will gain knowledge and experience that will be an asset
to them and the organization.
Soon after the end of a campaign, there should be a debriefing
with the board, staff and campaign volunteers to discuss
what went right, what went wrong, what should be done differently
next time, and how to build on this success to enhance the
organization’s development program.
The database system developed for the campaign must be
maintained on an ongoing basis, and pledge reminders need
to be sent out to ensure a good collection rate on pledges.
Donor pledges should be tracked and when the pledge is paid
off, it may be time to invite the donor to increase their
annual giving. This may even be done while pledges are being
fulfilled. Some organizations fear asking donors for additional
funds, but once a donor has supported a major project, their
level of interest in the organization as well as their level
of commitment is generally increased dramatically, and they
are more likely to support the organization on an ongoing
basis.
Staying in touch with donors on a regular basis, keeping
them updated on the progress of the campaign and the project
are important. Inviting all donors to the dedication and
open house when the new facility is completed are steps
that sometimes get overlooked. But remember, the key to
successful fundraising is relationships, relationships,
relationships; so, in order to build these good relationships
the organization needs to maintain good donor communications.
Like donors, campaign volunteers will have developed more
awareness and commitment to the organization. Keeping campaign
volunteers involved in the organization’s ongoing
development efforts can be a real boost to fundraising efforts.
Volunteers can help in the annual fund drive, major gifts
programs, and planned giving campaigns, especially those
who have been involved in making personal solicitations.
They will have the training to be effective fundraisers
because of their involvement in the campaign. Some of these
volunteers might also be invited to serve on the board or
the development committee.
The board’s role in the campaign may have been the
first exposure they have had to the importance of their
own giving. This commitment should be built upon in future
annual appeals, by starting every year’s fundraising
program with an annual board appeal. through their involvement
in the campaign, board members, like volunteers, will have
more experience and knowledge about fundraising so they
can now be invited to get more involved in the organization's
ongoing development efforts.
The increased public awareness of the organization during
the campaign can help it tremendously. Media contacts made
during the campaign should continue to be cultivated for
their ongoing support of the organization. Getting stories
in the newspaper about the increased services the organization
is able to provide because of the successful campaign will
help in future fundraising efforts.
One of the biggest fears of organizations ending a campaign
is that they now have knowledgeable staff that has been
through the campaign process, developed close relationships
with donors, and learned from their work with consultants.
How do they keep those staff people in the organization?
Providing opportunities for continued growth are important
for staff. Allowing them to expand into new roles within
the organization, recognizing them for their efforts during
the campaign, and publicly acknowledging their work can
all be benefits that can keep staff committed to the organization.
For organizations where there was not a development department
in place before the campaign, staff may have been moved
from other departments to work on the campaign. If the organization
has not had a development office before, this may be the
time to consider having those staff serve in development
roles permanently. Or if new staff has been hired for the
campaign, these people may be considered for permanent employment
in the organization since they now have a commitment to
the organization and valuable experience.
For some organizations a capital campaign may be a once
in a lifetime occurrence. For others they will be ready
for another campaign within a few years after the current
one ends. Regardless of which situation your organization
is in, don’t miss out on the opportunity to build
a stronger organization after the campaign ends.
| Case
Study: |
The Jewish Foundation
of Manitoba
The Jewish Foundation of Manitoba searched for effective
method of increasing the JFM’s profile in the
community while expanding the JFM’s donor base,
and increasing the size and frequency of major gifts
and endowments.
The Challenge:
David Cohen was appointed Executive Director of the
Jewish Foundation of Manitoba (JFM) in 1991. Coming
to the JFM from a 30-year career as an investment
advisor, Cohen was astonished to discover that the
JFM did no marketing, nor any advertising, and did
not practice any active donor solicitation. The Foundation
had accumulated $10 million in assets solely through
random acts of generosity.
The JFM serves a community of 15,000 Jews in Manitoba.
Through research, Cohen established that his target
market comprised some 5000 family units, of which
approximately 500 had some commitment capacity. Out
of that number, perhaps 200 families had a strong
discernable attitude to charity.
David Cohen began to search for effective methods
of increasing the JFM’s profile in the community,
expanding the JFM’s donor base, and increasing
the size and frequency of major gifts and endowments.
At a 1993 fund raising trade show Cohen encountered
a successful fund-raising program entitled the Book
of Life.
Used by the Jewish Community Foundation of Southern
Arizona in Tucson, donors participating in the Book
of Life program would enter their names along with
a very short paragraph about themselves. Cohen saw
great value in developing donor relationships but
he still had to communicate to his Board members that
the Book of Life had application for the JFM. The
JFM Board of Directors was initially skeptical; however,
Cohen convinced them of the program’s potential,
and it was implemented in 1997.
Cohen theorized that placing the Book of Life in
a highly trafficked area would encourage people to
browse through the Book, read the paragraphs about
each donor, talk about them and then be motivated
to become Signers themselves. The goal was to maximize
his foundation’s exposure while simultaneously
developing new and existing donor relationships. Once
in place however, viewing the Book of Life revealed
a dilemma: - making the Book accessible to all was
inviting its deterioration and eventual destruction. |
The
Solution:
The solution was PlannedLegacy. PlannedLegacy offered
a unique and stylish interactive kiosk that could
be used to provide continuous, public access to all
Book of Life entries.
The PlannedLegacy interactive kiosk provided the
opportunity for participants to evolve their short
biographical paragraphs to full family stories and
tributes complete with multimedia elements. Bridging
technology and tradition the PlannedLegacy Solution
overcame geographical and generational boundaries
by also placing the donor stories and JFM marketing
information onto the Internet through JFM’s
existing Web Site.
The final aspect of the concept to be refined was
the Signing Ceremony. The Signing Ceremony is a tribute
event where Book of Life participants are recognized,
in the company of family and friends, for their commitment
to the JFM. During the Signing Ceremony participants
are presented with beautiful plaques containing a
printed version of their life story. By adding an
entertainment segment open to the public, the Signing
Ceremony has also been an excellent method of establishing
community awareness of the foundation’s initiatives.
The results have been spectacular. By 2001 there
were 225 Signers in the Jewish Foundation of Manitoba’s
PlannedLegacy Endowment Book of Life. In 2002, another
55 Signers will add their stories, and make their
commitment to the JFM. The JFM has already received
$1,500,000 in legacy gifts and $500,000 in cash gifts
from only 10 of those 225 Signers. Based on a very
conservative presumed average gift of $10,000, the
JFM has a minimum of $2,800,000 in potential gifts.
Their actual experience suggests that number will
be much higher. What is the ROI for the PlannedLegacy
Endowment Book of Life Program? Conservatively calculated
– 40 to 50 times the initial investment! |
| For further
information go to the PlannedLegacy
website. |
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