1. 1 So You Think You Are Ready for a Capital Campaign? Or Do You Wonder How to Get Ready? Erik J. Daubert, MBA, ACFRE Nonprofit Management Specialist www.erikdaubert.com Daubert.erik@gmail.com NAYDO Webinar Sponsored by Blackbaud November 30, 2012

2. Goals for this Webinar:  Explain how to begin to understand and ultimately leverage your strengths  Understand your weaknesses and share strategies for shoring them up  Discuss some things that you can do NOW to prepare your Y for a more successful capital campaign effort in the future  Introduce you to YMCA of the USA Learning including the Capital Campaign Development Planning Manual/Course

3. So, Let’s Dive Right In! 10 Prerequisites to a Successful Capital Campaign Capital Development Planning Manual

4. Your Y has an Influential and Committed Board of Directors  Includes 5 of the Top 25 community leaders  Composed of peers of major donors  Access to affluent in community as appropriate  Building a culture of philanthropy through clear expectations and practice  Growing commitment to and understanding of the Y mission  In 30 Seconds - Right Now - Rate Your Y!

5. Your Y has an Experienced CEO or Executive Director  Experienced CEO/Executive Director – ideally in position for at least two years  Willing to make capital campaign a top priority for the campaign period…often 2-3 years  PASSION for the project and personifies the Y mission!  Willing to make a STRETCH gift.  Has capable staff to support him/her in leadership  In 30 Seconds - Right Now - Rate Your Y!

6. Your Y has a Positive Community Image  Your Y is perceived as meeting VITAL community needs  Community understands the WHOLE Y message…not just a swim/gym  Understands and “feels” the Y outreach programs in the community  Case for support is about serving people…not just about buildings or facilities  In 30 Seconds - Right Now - Rate Your Y!

7. Your Y has a Loyal and Committed Membership and Program Base  Your Y regularly assesses Y programs and services for high quality  Membership retention rates are HIGH – at least 65% or higher  Membership satisfaction scores are above the national average  Think about Your Ys weakest program!  In 30 Seconds - Right Now - Rate Your Y!

8. Your Y has Ongoing Strategic Planning  Your Y has a dynamic and ongoing strategic planning process (YUSA has a great one!)  Your Y regularly reviews and evaluates its micro and macro strategies in the community  Considering and involving/engaging as appropriate and strategic community partners  Identifying emerging future community needs  In 30 Seconds - Right Now - Rate Your Y!

9. Your Y has a Stable Financial Position  Your Y is on sound financial footing  Meeting budget expectations – with positive cash flow – This year, last year and…ideally, over the longer term (3 years and more!)  Community perceives your Y as being “good stewards” of funds  Capital campaign is not needed “to save the Y” but to move the Y and most importantly – the community - forward  In 30 Seconds - Right Now - Rate Your Y!

10. Your Y has a GROWING Annual Support Campaign  Strong major gifts component with good board engagement (100% giving and more!)  Strong annual campaign growth over at least the last three years  Campaign is face to face as much as possible working with volunteers  Community REALLY understands your case and is thanked and reported back to effectively on how gifts were used  In 30 Seconds - Right Now - Rate Your Y!

11. Your Y has a COMPELLING Case for Support  Case speaks to COMMUNITY needs  Is urgent but not desperate  Justifies why this capital campaign is SO important and worthy of charitable support  Shows WHY and HOW this project will change the world in a positive way and  How the donor can impact this vision through their involvement and giving  In 30 Seconds - Right Now - Rate Your Y!

12. Your Y has “Adequate” Fundraising Infrastructure  Donor database(s) are maintained accurately and professionally  A prospect/donor cultivation program is in place and active  Volunteers are engaged and involved in fundraising efforts  Staff are trained in effective fundraising and understand major gifts  Support staff is in place – admin to consultant…  In 30 Seconds - Right Now - Rate Your Y!

13. Your Y has Real Leadership Passion for the Project  CEO is on board with the NEED for this to happen  Board of Directors knows and believes that THIS is the RIGHT thing for your Y and the community  Leadership understands that capital campaigns are processes that take time and effort  Leadership understands that often – 10% of donors give 90% of funds to capital  In 30 Seconds - Right Now - Rate Your Y!

14. Your Y Can Impact Every One of These Prerequisites NOW!  Influential and Committed Board  Experienced CEO or Executive Director  Positive Community Image  Loyal and Committed Membership and Program Base  Ongoing Strategic Planning

15. Your Y Can Impact Every One of These Prerequisites NOW!  Stable Financial Position  Growing Annual Support Campaign  Compelling Case for Support  “Adequate” Fundraising Infrastructure  Leadership Passion for the Project

16. And…Continue to Participate and Take Advantage of Your Resources!  NAYDO – Pre-Conference Workshop on Capital Development Planning Process  NAYDO Conference and Other Resources  YMCA of the USA Courses and Resources  Other YMCA Resources  Other Resources – Training/Consulting

17. Erik J. Daubert MBA, ACFRE Nonprofit Management Specialist Available at Amazon and other online booksellers

18. Thank You! Erik J. Daubert MBA, ACFRE Nonprofit Management Specialist www.erikdaubert.com daubert.erik@gmail.com (919) 218-0309 www.erikdaubert.com daubert.erik@gmail.com 18