Capital Campaign Workshop Agenda

Bishop O’Connor Center, Madison – Friday, May 16, 2014

Welcoming Remarks | Meeting Room G5

Speakers: Bob Sorge, Madison Community Foundation; Kirsten Houghton, Association of Fundraising Professionals

8:15-9:00am

From Gestation to Graduation: The Lifecycle of a Capital Campaign | Meeting Room G5

Speakers: Boris Frank, Boris Frank Associates; Tom Linfield, Madison Community Foundation

9:00-10:00am

I Survived a Capital Campaign | Meeting Room G5

Hear from multiple, successful campaigns about what worked and what didn’t.

Speakers: Jan Loiselle, Domestic Abuse Intervention Services; Jenni Collins, Madison Public Library Foundation; Joan Mohr, Fitchburg Optimists Club

10:00-10:30am

Break: Campaign Material Poster Session | Meeting Room G4

Over light refreshments, peruse a wide variety of campaign materials, from case statements to blueprints.

10:30-11:45am

Getting Ready: The Devil is in the Details

Non-profit teams will divide up and learn about campaign logistics and best practices.

Breakout A: Development | Meeting Room G5

Database creation, feasibility studies, communication plans, gift pyramids, prospecting, dealing with consultants, impact on annual fund.

Speakers: Melinda Heinritz, Madison Community Foundation; Dave Malone, McDonald Schaefer

Breakout B: Executive Directors | Meeting Room G4

Leadership, board relationships, balancing time and resources, forming a cabinet, impact on organization.

Speakers: Paul Terranova, Lussier Community Education Center; Ralph Middlecamp, St. Vincent De Paul

Breakout C: Board Members |Meeting Room G3

Board and campaign cabinet roles, making the ask, building awareness, being the face of the campaign.

Speakers: Jan Loiselle, Domestic Abuse Intervention Services;Tripp Widder, Madison Public Library

12:00-1:00pm

Lunch| Main Dining Room

1:00-2:00pm

Building the Fundraising Pyramid | Meeting Room G5

Logistics and best practices, from database creation to building your campaign cabinet to navigating the Cap Funds Committee to fund administration and donor recognition.

Speakers: Boris Frank, Boris Frank Associates; Dave Malone, McDonald Schaefer; Marcia Whittington, Edgewood College

2:00-3:00pm

What Are Funders Looking For? | Meeting Room G5

Individuals, corporations, foundations and even public agencies all fund capital campaigns, but each has specific ideas of what they see as strengths and weaknesses.

Speakers: Tom Linfield, Madison Community Foundation; Steve Goldberg, CUNA Mutual Group Foundation;

Jan DeAtley, DeAtley Family Foundation

3:00-3:15pm

Break

3:15-4:15pm

Celebrate Good Times | Meeting Room G5

How do you celebrate your success, honor your donors, and get back to work in the new environment? How do you maintain and grow long-term relationships? Speakers a few years removed from their campaigns share stories of parties, donor stewardship, and explain what happens once the confetti is swept away.

Speakers: Annette Miller, Madison Gas & Electric; Becky Steinhoff, Goodman Community Center;

Ralph Middlecamp, Society of St. Vincent de Paul

4:15-4:30pm

Closing Remarks | Meeting Room G5

Speakers: Boris Frank, Boris Frank Associates; Tom Linfield, Madison Community Foundation

“If you want to be successful, it's just this simple.

Know what you are doing. Love what you are doing.

And believe in what you are doing.” – Will Rogers