Capital/Endowment Campaign Management

Passing the Reigns – Developing, Presenting, and Implementing an Annual Campaign Plan

I am in the final stage of work with a wonderful organization and had an opportunity for reflection during a new board member orientation. Goldie’s Place is a support center for people who are homeless, assisting them to become self – supporting and financially independent by providing confidence-building dental treatment, career development, job placement and retention support.

During the past 12 months, working collaboratively with my Giving Tree team and Goldie’s leadership, we developed and implemented a strategic annual campaign plan, facilitated board development trainings, led a board recruitment effort resulting in 3 new highly qualified board members, and are in the midst of hiring their first ever full time Development Manager! The new board member orientation was held recently, and I attended to present Goldie’s Annual Campaign plan.

The strategic campaign plan is comprehensive and personalized, while also allowing for flexibility and creativity. As best practices dictate, the plan includes components of cultivation, solicitation, donor recognition and ongoing stewardship, and is comprised of the following pieces:

  1. Development Committee Organizational Chart
  2. Campaign Overview
  3. Sponsorship Overview
  4. Major Gift Individual Giving Levels
  5. Corporate Partnership Giving Levels
  6. Campaign Calendar
  7. Cultivation and Stewardship Guide
  8. Sample Individual Cultivation/Stewardship Plan
  9. Fundraising FAQ’s

It was a thrilling moment to share the comprehensive plan and know that with the leadership of the new Development Manager, new Development Committee chair, and a newly trained and energized board, we are leaving Goldie’s primed to take their organization to the next level.  Our work here is done.