Course overview

One Year Before Your Capital Campaign breaks down the 12 months before you start your campaign. In this course you'll learn what to do when you're 12 months, 9 months, 6 months and 3 months out from launching your capital campaign. And if you're already out of time, there’s also "In Case of Capital Campaign Emergency” section which you hopefully don't need but there if you do. Don't miss this chance to learn how to give your future capital campaign every chance to succeed.

This course takes a simple calendar approach, breaking down the year before your capital campaign feasibility study into 4 easy to follow sections: 12 months out, 9 months out, 6 months out and 3 months out. It will guide individuals regardless of their experience with capital campaigns on what steps to take and when, to ensure success. 

It covers establishing initial activity for prospect research, gathering evidence, the campaign narrative and financial narrative, strategy and leadership, and how to gain both project and financial momentum in the lead up to a capital campaign.

Capital campaigns are often milestone moments in the life of any organisation. The complexities involved in preparing for a campaign can sometimes lead Boards, CEOs, and Directors of Fundraising to delay action, overlook key steps, or unintentionally deprioritise the planning phase.

What you'll learn

You will take away the importance of advanced planning as a significant contributing factor to capital campaign success. The presentation will deliver a framework of how to approach the 12 months prior to a capital campaign while also taking into consideration annual fundraising programs. Particular emphasis will be placed on the implications around being at, ahead or behind their annual goals and how this relates to capital campaign success. 

Focus will be drawn to the practical and tactical: addressing and ensure you have visibility of common issues in advance of launching a capital campaign such as organisational readiness, governance, project related issues, financial narrative and of course early engagement of philanthropic donors and government representatives and much more! Fundraisers from the smallest non-profit to largest will leave with new knowledge, ideas and opportunities and the ability to apply them immediately. The result will be projects and organisations, and campaigns better positioned for capital campaign success.

Targeted Skills:

• Strategic Planning
• Case for Support Development
• Government Engagement
• Managing Up/Down + Across
• Project Management
• Building Consensus
• Face to Face major donor engagement
• Financial Narrative

Who is this course for?

Not for Profit Fundraising Leaders, CEO’s and Board Members

Delivery

In-class is 1 x 8hr session hosted at a venue in Sydney

This course won’t explore

The workshop will not cover some aspects of capital campaign planning, specifically financial modelling, client or service modelling and in the case of building works, items related such as use of architects, quantity surveyors and the like.

Participant Level

Advanced/Leadership

Prerequisite Knowledge

It would be helpful if participants had a cursory understanding of capital campaigns before the workshop.

Meet the facilitator

Read Mark Quigley's bio (PDF).

Guidelines for enrolment

Make sure you have a login for the FIA Learning Hub. Click "Sign In" or "Forgot Password" if needed.

You can enrol a staff member if they already have a login.

If you require assistance, please email training@fia.org.au.

CFRE

Full participation in One Year Before Your Capital Campaign: A 12-month step by step guide to planning for success is applicable for up to 2.25 continuing education points in Category 1. B – Education of the CFRE International application for initial certification and/or recertification.

FIA Code

This course relates to the following aspects of the FIA Code of Conduct:

Professional Conduct (Section 2)

2.1 Competence: The course builds professional knowledge and skills around capital campaign readiness, supporting fundraisers to perform their roles to a high professional standard.

2.4 Accountability: Preparing properly for a capital campaign demonstrates accountability to donors, boards, and beneficiaries by ensuring the organisation can deliver on its promises.