CAPITAL CAMPAIGN ARCHITECTURE:SOME STRATEGIES FOR SUCCESS

Focused on the Future…

Board Presentation – June 13, 2014Will Wyman – Director of Development & Alumni

Relations

Agenda Proud of our past – Focused on our future

10-year history of fundraising – snapshot Areas of success and areas for improvement From little acorns big oaks grow… Keep planting seeds!

Readiness Steps Feasibility Study completed April 2011 – 35 participants Leadership Opportunities – Identify & Recruit new leaders

Building and Articulating Our Case Campaign Timeline and Calendar Communicating with our constituents

Publications and Website Prospect Research and Donor Management Coordinating special events around the world New initiatives to engage our key constituents

Campaign Phases & Fundraising Update Wrapping up Phase I – “Buy a Brick” campaign Focus on Phase II – Lead Gifts are part of fundraising plan Focus on Phase III – Calling Alumni Angels!

Stewardship Cycle – essential for future success

10-Year Fundraising History

International constituents – Opportunities await!

Readiness stepsStewardship of VIP donors and constituents

Hired a Consultant for Feasibility Study Leadership Opportunities – Recruitment

strategies New CEO/President building key relationships Rules of thumb – “3 W’s” and “3 G’s” Bring candidates on to working sub-committees

OVS Campaign phases Phase I – Founder’s Shop & Art Studio Phase II – Vision Plan Phase III – Upper Campus Student Commons

Next 100 Campaign Timeline

2008: Economic downturn— Impacted NPOs and charitable giving 2010: Feasibility Study – 35 participants interviewed

Board established $6.5M goal & entered quiet phase of campaign First round Board solicitations – Identifying lead gifts

2011: Quiet Phase picks up momentum OVS Birthday Celebration on 1/12/2011 OVS Centennial Celebration 6/11/2011 – Reunion Weekend

2012: Transition to Public Phase Campaign Launch – 10/23/2012 Public phase announced

2013: Focus on Phase I – Stoen Family Challenge announced 2014: Wrap up Phase I – Founder’s Shop Groundbreaking

Construction starts and Buy a Brick Campaign attracts many new donors Roll into Phase II: Vision Plan at LC – Dorm renovations at UC

2015: Focus on Phase II & Phase III – Student Commons at UC 2016: Planned Giving phase as Campaign begins to wind down

Institutional and Campaign Leadership

Institutional Leadership – > Board – Loyal and dedicated Trustees Alumni Council – Off and running! Building momentum President’s Advisory Council – In formative stages International constituents – Need more representation

Campaign Leadership – > Steering Committee – Led by co-chairs Lorie and Andy

Helman Leadership Gifts Committee – Jack De Nault, Chair Buildings and Grounds Committee – David Trudeau,

Chair Communication Committee – Need new chair? Liz is

interim... Honorary Committee – How do we grow to 100+

members?

Building Awareness and Articulating our Case

Long Range Plan is a key component of any successful campaign

Case StatementNaming Opportunities

“But I thought it was my wing!” “What will it be named?” “How will you honor gifts?”

Gift Acceptance policies/ Letter of IntentWill OVS accept planned gifts? – Yeomans

Legacy

New Initiatives to engage key constituents

Alumni Council Alumni Survey – Great responses! Yeoman’s Legacy advisory – a pipeline… UC Celebrating 50 Years Committee Create a “Nifty Fifty” Challenge fund?

President’s Advisory Council Leading AF Donors - $5K - $10K International players Influential Alumni – national/global

Gala in the Grove Friendraiser -> Fundraiser Build on success – Secure underwriting

Campaign Goals, Phases, & Calendar

Goals emerged from discussions about Long Range Plan and were modified by feasibility study responses

Internal Calendar Organization and Planning – extensive preparations Quiet Phase/ Leadership Gifts - Completed Public Phase – includes 3 distinct mini-campaigns

Phase I – Founder’s Shop & Art Studio Phase II – Vision Plan Phase III – Upper Campus Student Commons

Campaign timeline (not more that 7 years) Donor pledge fulfillment (3 to 5 years)

External Calendar Now entering some exciting times: Celebrating 50 Years at Upper

Campus – Proud of our past and focused on our future!

Transitioning from Quiet Phase to Public Phase

Roles of: President/CEO and Heads Board Chair Campaign Co-Chairs Development Chair Development Director

Motivating Key Constituents OVS Honorary Committee (grow to 100+!) Alumni Council – Decade Chairs Parents/Grandparents – Annual Fund volunteers Stoen Family Challenge Fund – Bravo!

Role of Rating and ScreeningRole of Annual Fund – “Stretch…”Campaign Marketing

Campaign Fundraising Update

StewardshipCelebrate and honor the many faces of OVSThe discipline of giving thanks – Strive for prompt

gift acknowledgement as “Swift gratitude is the sweetest!”

Honesty and authenticity are the essential elements of effective gestures of gratitude.

Understanding the Stewardship Cycle

Key Points Leadership/Major gifts can take between 12-18 months Campaign success will depend on top ten donors Lead gifts should constitute 10%-15% of goal Fundraising is a team sport - Take time to reorganize volunteer

committees as well as office/staff to maximize effectiveness Set realistic deadlines and goals – Then get boots on the ground

working diligently and making strides towards those goals. Celebrate every success! Campaigns have distinct cycles, so continue to just move ahead day by

day, month by month —don’t be discouraged— be persistent, and go step by step with each and every prospect.

Stewardship of key VIPs can help prime the pump in a variety of ways. Divide and conquer – Create unique constituent affinity groups Be courageous, courteous, and creative… “Philanthropy is the

mystical mingling of a joyous giver, an artful asker, and a grateful recipient.” Douglas M. Lawson

Q & A and

Observations

Some humorous perspectives on fundraising…

For better or for worse, fundraising is a team sport and is essential to help strengthen and sustain the

school.