Capital Campaigns in the New Normal
Tuesday, July 24, 2012 10:00 am
Classroom | San Francisco, CA
The Foundation Center-San Francisco’s 35th Anniversary Series
In celebration of the Foundation Center's 35 years of service in San Francisco, we are offering a series of programs designed to shine the spotlight on how philanthropy and fundraising have evolved in our region and what changes are happening in the field today.
For most of our organizations, a capital campaign is the largest fundraising endeavor we will ever undertake. What are our chances in today’s post-housing-bubble economy — a climate we’ve called the “new normal”? What do we need to understand about the climate and conditions for major giving today?
Marilyn Bancel, CFRE, Principal of The Oram Group, Inc. and veteran of many campaigns, will be our tour guide through the world of capital campaigns and how our new financial landscape affects how we should plan for, prepare for, and execute some of the biggest fundraising projects that we are ever apt to take on.
Outline of the program
Part One: Defining the Territory
- What is the “New Normal”?
- What is a “capital campaign”?
- What does a capital campaign need to succeed? The Four Things.
Part Two: Stages of a Capital Campaign
- Getting ready (How do we know when we’re ready?)
- Start-up Phase (Have we started the campaign yet?)
- Quiet Phase (Can we talk about the campaign yet?)
- Public Phase (Now, can we talk about the campaign?)
- Conclusion (You mean we’re not done?)
Part Three: What You Need to Know in the New Normal
- The Ten Things
About the Presenter: Marilyn Bancel, CFRE
Prominent in Bay Area fundraising for many years, Marilyn Bancel is Principal of The Oram Group, Inc. founded in 1940. She joined the firm in 1993 and heads its west coast office.
Marilyn’s consulting work with nearly 150 clients over time has taken her into all facets of the work needed to position an organization to conduct successful major gift fundraising and campaigns — organizational analysis, board development, prospect engagement, case development, strategic and institutional planning, and feasibility and planning studies — and then through the capital campaign itself. Marilyn is currently serving as Director of Development at CuriOdyssey, the children’s science park at Coyote Point County Park in San Mateo, where she is leading the organization into a major capital campaign.
In addition to consulting, Marilyn has been Adjunct Professor at the University of San Francisco where she has taught Capital Campaigns and Major Gifts in the College of Professional Studies, Institute of Nonprofit Management. She has published a number of articles about fund development and is author of the workbook, Preparing Your Capital Campaign (Jossey-Bass Publishers, Inc. 2000), a staple in the field.
Registrants requiring ASL signers or other disability-related services are asked to contact the Foundation Center at least two weeks in advance. If you need further information, please call (415) 397-0902.
Please arrive on time or your seat may be given away to others who are waiting to attend.