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