blue rule 

The Science & The Art of a Supremely Successful Capital Campaign or Major Gift Initiative

Every step in planning and implementing a winning effort

If you are contemplating a $1 million to $100 million capital campaign for your organization, or are involved in a campaign that is stalled, join us in the Spring of 2018. In today’s philanthropic environment, organizations must plan strategically, and design an approach that will enhance your major gift program. During two days we take you through the six steps of a complete design from pre-campaign, to beginning, to a successful completion of your capital campaign.

During These Two Days We Explore in Depth Each of the Following:

Step 1: Understand the Essential Elements of a Winning Campaign.
Promote, educate, and focus all constituency in these essential elements.

Step 2: Understand the Necessary Mechanics. There is a science to a successful campaign. What kind of funding program is right for your organization? What are the characteristics of a major gift initiative/campaign?

Step 3: The Importance of Case Statements. As Tom Ahern says, “The key motivator for giving is not need, but opportunity.” Your real job in donor communications is to bestow purpose in exchange for support. Is your vision relevant? Is it important? And, most important, is it urgent? This is the art of a successful campaign.

Step 4: The Feasibility Study:
Perception of Need
Commitment of Leadership
Giving Potential
Competing Campaigns
Major Support (Raise Sights)
Acceptance of Plans (Build Ownership)
Human Need Recognition

Step 5: The Role of Staff, Board, and Volunteers in the Campaign. Si Seymour said, “Leadership in itself, let it never be forgotten, is always the key factor in successful fundraising.”
The Board empowers
The staff designs and implements
The CEO/Executive Director leads
The volunteers work the plan
All have a role to play.

Step 6: Stewardship isn’t important. It’s everything. It takes 4½ times the resources, staff, and effort to get a new donor as it takes to get a renewal. Work hard on those renewals. It starts with an effective, specific, time-phased program of stewardship.


Distinct Activities During Our Seminars


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, registrants at the Institute have the opportunity for a one-on-one, twenty minute session 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 you would like to discuss.

the Buzz Group

The name says it all. Buzz Groups are interactive sessions covering vital topics— every possible area that leads to a successful ask. The Buzz Group is lead by a faculty member. You select the topic you want. Attendees are divided into small teams. In each Seminar, there are two, one-hour Buzz Groups. The way they are scheduled, registrants can attend their choice of subjects during the two-day Seminar.



    Who Should Attend

    • All staff, board members, volunteers involved in fundraising.
    • Organizations that can benefit from an infusion of gift income.
    • Newcomers to the field, and those who have been at it for awhile.
    • Fundraisers who want to grow professionally.
    • Those who would like to have their professional batteries recharged.
    • Those who want to become more effective and successful at fundraising.
    • Those who choose to be the best they can be.

    Limited Registration

    There’s limited registration to ensure extensive 
interaction and provide maximum personal attention.

    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

    Understand the spirit and heart of those who give major funds. We attempt to have a philanthropist join us. You will be able to probe and ask questions regarding the spirit and motivations of their giving.

    CFRE Continuing Education Approved Provider Programs

    ICG is an approved provider of CFRE continuing education unit credits. All courses presented are submitted to CFRE International for review and approval. A CE Tracker is available at all Seminars.


    Here Are Some Things You Will Take Home From a 2019 Institute Seminar

    A Registered Certificate of Seminar participation and completion.

    PLUS...Valuable resources from our Tool Chest that will enhance your fundraising with more than two hundred presentation outlines, checklists, relevant reprints, and a host of fundraising tools to put to immediate use upon your return.

    PLUS...Regular mailings from the Institute & Jerold Panas, Linzy & Partners regarding new ideas in fundraising, pertinent new techniques, and innovative approaches to getting the gift.

    PLUS...A group of men and women— fellow alumni— with whom you will be networking and in regular contact.

    Seminar 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. Scholarship Application (pdf)