Making the Case

Making The Case Book & CD - Jerold Panas - Paperback + CD $34.95 
There are twenty-five chapters chock-full of pointers and guidelines…and actual anecdotes that drive home the lesson. Over 100 suggestions for titles, dozens and dozens of exciting new ideas, samples of 50 dramatic opening and closing paragraphs, and an extraordinary instrument to measure and rate your Case Statement.
The CD is all about Making The Case. Here's what Jerry did. He sat down with Ted Nace. Ted asks the questions. Jerry responds. It's dynamite...insightful and penetrating information you won't find anywhere else. 

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CFRE Approved Provider

2012 Seminar Dates
Designing A Successful Capital Campaign

February 27-28, 2012
Chicago, IL
The Westin Hotel - Michigan Avenue

Fees
Seminar Fee: $725.00

Download Form>>  for checks, POs and credit card to mail or fax. (PDF 188k)

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Who Should Attend?


Philosophy (But Not Much!)
It’s important to consider what’s new in major gifts fundraising and how this affects making the ask.

Developing Prospect Strategies
The real art of major gifts is in the development of strategies. How do you develop the touch? You’ll practice strategies and skills in a small group setting.

Inside the Head & Heart of a Philanthropist
At each of our Seminars, we attempt to have a philanthropist join us for a very special session.  Registrants have an opportunity to examine and probe the thinking and spirit of a philanthropist. 

Scholarship Application
A limited number of partial scholarships are available. The Review Board of the Institute will be particularly encouraging to relatively new organizations, those that serve primarily a minority constituency, or those especially affected by cutbacks in government funding. Application.pdf


This seminar exceeded my expectations. The faculty skillfully wove in lecture and class interaction. Gave me the confidence to aim high! I can’t wait to do another of your workshops.
—Seminar Attendee

Excellent seminar in everyway. Role plays and table discussions were very valuable. Lots of frameworks for me to use as I approach my new major gifts prospects.
—Seminar Attendee

“I wish I had taken this session before I made my first phone call or visit. I would recommend this course as a requirement for anyone starting in the development field.”
—Seminar Attendee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Designing A Successful Capital Campaign
Planning & Mastering a Successful Program During Tough Economic Times

Further schedule details will be included with your registration confirmation letter.

These are not the easiest of times and yet philanthropy continues to be strong in our communities for those institutions and organizations who effectively involve their donors and give them a reason save a life or to restore a place.

This program is especially beneficial to those contemplating a $1 million to $100 million capital campaign. It is led by some of the nation’s premier campaign managers and trainers. You will capture a comprehensive view of the art and science of capital campaign fundraising. 

During these two days we take you through every step necessary to make certain your capital campaign is carefully planned, implemented, and executed. 
The focus is on your results— a success-oriented understanding of proven methods and applications that win campaigns.
You’ll learn how to build the campaign structure and determine a financial objective that cannot miss. 

We discuss the feasibility study, campaign plan, recruiting leadership, budgeting and staffing guidelines, your case for support, packaging opportunities, recruiting and motivating volunteers, and the important role of your board.   From beginning to end, you cover every aspect of a capital campaign. But it’s more than just techniques and mechanics. You’ll understand the art and strategy that make a campaign successful…and learn to avoid the pitfalls and disappointments

We explore all forms of social media and learn how to use these tools effectively to enhance fundraising potential for your campaign.

There will be ParkBenching —time for you to spend one-on-one with a faculty member to discuss your campaign questions and issues.  And there will be table work, buzz groups and problem solving —time for you to work with colleagues and faculty about your campaigns. 

If you want to ensure magic for your project, bring your campaign chair or a campaign leader to the Seminar (special fee of $335 for your guest). It’s essential in campaigning that volunteers understand the challenges, opportunities, and their unique role.

The Program

Here are the areas that will be covered during these two days:

The Most Important First Step— The Feasibility Study
The study is the building block in designing a winning campaign. It must be creatively conceived. We’ll discuss who should conduct the study, what data are essential, who should be interviewed, and what findings are essential.

Key Components of The Plan
Setting the goal. Identifying and evaluating your prospects. The Giving Pyramid and it’s importance. Implementing the Feasibility Study.

The Case For Support
Few tasks are more important— or more challenging— than developing the statement of your case. We’ll examine how an effective Case Statement leads to getting the gift.

Organizing Staff and Budgeting for The Campaign
The issues you’ll face in organizing, staffing, and budgeting the program, techniques, and guidelines.

Recruiting, Training, and Motivating Volunteers
We’ll give you practical advice and share pertinent experiences to ensure success working with your volunteers. You will complete a questionnaire that guarantees you will recruit precisely the right chair for your campaign.

The Role of Your Board in a Campaign
What is good policy and practice? What are your options? What serves your donors best and your organization?

The Important Role of Social Media
We explore all forms of social media and learn how to use these tools effectively to enhance fundraising potential for your campaign..

Packaging Opportunities
How should you sell gift opportunities and memorials? What works and what doesn’t? What makes for an effective proposal?

Case Study of a Capital Campaign
During this session, you will examine an actual campaign from beginning to end. You’ll evaluate plans, strategies, and tactics to determine what you might do differently and how what you learn can be adapted to your situation.

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Three Distinct Activities During Our Seminar

There are three distinct activities that set the Institute apart from any other coaching experience. The first is what we call ParkBenching.  Mark Twain once wrote that the most profound learning experience a person can have is to have a great teacher on one end of a log and a student on the other. Well, we do that, but we skip the log !

In ParkBenching, every registrant at the Institute has the opportunity for a one-on-one conference with a faculty member. The session is open-ended, with no prohibition on the topic.

How to advance in the profession, how to deal with a Chair that's not effective, having a problem with the boss, looking for a new job. You name it— whatever needs to be discussed.

Second is the Buzz Group. It is a small team of six registrants with a faculty member, discussing a topic of significance to their work.  There are always two Buzz Groups at a Seminar— and most often four.

These small groups offer an opportunity, under a faculty member's leadership, to explore in depth an important topic. Peel back the layers and get to the very nub of an issue.  

The 360 Rap is the third.  360 Rap provides an extraordinary opportunity for registrants to analyze a faculty presentation.  Here's how it works.

The faculty member presents a topic. At the tables, following the presentation, in groups of six, registrants examine the material.  Turn it inside-out.  Review it again. Challenge. Explore. Analyze.  Most important, they talk about the take-aways they can put the lesson immediately to use back home.

Attending a Seminar is an extraordinary experience. Many say the most effective and exciting coaching experience they have ever had.  These three special activities, added to one of the most outstanding faculties available, provide a remarkable opportunity to learn, explore, and practice.

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Seminar Format

Agenda
7:15 - 8 am — Breakfast
8:00am - 12 noon — Morning sessions
12noon - 1:30 pm — Working Lunch
1:30 - 4:30 pm — Afternoon sessions
4:30 - 5:00 pm — Faculty wrap-up
Breakfast, lunch and all breaks are included with your registration. The evening is your own.

VIEW COMPLETE AGENDA: PDF | WORD

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Faculty


Karen Osborne, Doug Dillon, Jerry Linzy, Jerry Panas and Jay Frost

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Karen Osborne Doug Dillon Jerry Linzy Jerry Panas

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Registration Fee

$725.00 US. If you attend more than one Seminar, you receive a discount of $50 off each additional Seminar. Please call the ICG office to apply for this special offer.

Please ask about special rates for more than four registrants from the same organization. There is something quite extraordinary that happens when the CEO or supervisor joins a staff member for a Seminar experience. We are so committed to this important concept that we offer a special fee of $335 for the CEO or Supervisor.

Download Form>>  for checks, POs and credit card to mail or fax. (PDF 188k)

Online Registration button

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Dates and Location

Designing A Successful Capital Campaign – February 27-28, 2012
The Westin Hotel
909 N. Michigan Avenue
Chicago, IL 60611
Phone: (312) 943-7200

Rate: Special rate of $169 a night, excluding taxes. Cut off date for hotel group rate:  February 3, 2011. This special rate extends from February 26 through March 5. Be certain to make your reservations well in advance for these extra days to take advantage of wonderful museums, theatre and great shopping on The Magnificent Mile.

Register today! Attendance is limited so we may offer the best experience for attendees.