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

Every step in planning and implementing a winning effort


Chicago, Illinois - May 22-23, 2019 - Seminar Online Registration

 The Westin Hotel 


2019-Capital-CampaignDownload: The Supremely Successful Capital Campaign brochure

 

What Others Say About This Seminar


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.

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A New Way to Look at Your Capital Campaign— What You Must Do to Win the Campaign

In today’s philanthropic environment, organizations must both plan strategically design an approach that will enhance your major gift program. This may include the traditional capital campaign, but may necessitate a modified and more targeted approach. Perhaps it means a special gift initiative or a funding model unlike anything your institution has experienced in past campaigns.

We have greatly modified our curriculum to make certain you meet your greatest level of success. Faculty will guide you to understand the strategic components of a major fundraising initiative— from the inception of the “big idea” to the celebration that marks the achievement of the goal. And finally, we take you into an effective stewardship of those who participated in your campaign success.

 

Here are the Six Steps We Take You Through During This Two Day Seminar


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:

  • Objectives
  • 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.

Faculty


The faculty is now set and includes an exciting group of the best and the most empowering coaches offered anywhere. Visit this link to read expanded bios on all of our faculty.

Seminar Dean: Douglas Dillon, CFRE, is Chief Executive Officer of Jerold Panas, Linzy & Partners— one of the nation’s highly regarded firms in the field of campaign services and financial resource development. He has been actively involved in the management of nonprofit institutions since 1988. In addition to being a campaign and development program specialist, he has particular experience in conducting board retreats, development audits, strategic planning, and feasibility studies. Doug serves as a fundraising consultant for organizations throughout the United States, Canada, and Australia.

Joe Ellsworth serves as a Senior Consultant for Jerold Panas, Linzy & Partners. He heads the Division in the firm that serves clients with their branding strategy. In 1981, he founded a company, Fire and Rain. Its initial work included branding activities, product launches, training, and education programs. Under Ellsworth’s leadership, the company gained expertise in the creation of strategic communication plans, development of creative platforms, and the production of messaging tools.

Jerry Linzy is Executive Partner Emeritus of Jerold Panas, Linzy & Partners. Mr. Linzy brings to his position remarkable experience. He has more than forty-eight years (twenty-nine with the firm) experience as a senior development officer in major healthcare institutions and higher education. Since joining the firm, he has been involved with every type of institution and has been successfully related to all the major clients of the firm.

Donna Budak, MA, FAHP, CFRE, is Vice President, Service Line & Strategy, Amita Health Foundation, Lisle, Illinois. Prior to joining AMITA Health Foundation, Donna served as Executive Director of The Seton Fund and Executive Director of Seton Williamson Foundation, in Austin,Texas. Her extensive fundraising experience with the Seton Healthcare Family spans many years. This includes a role as director of campaigns for The Seton Fund. Of special note, Donna was director of major gifts and planned giving for the $86 million campaign to build and equip Dell Children’s Medical Center. Donna serves as associate dean for AHP’s Madison Institute.

Chad Linzy, CFRE, is Senior Principal for Jerold Panas, Linzy & Partners. Chad has held leadership positions in healthcare, higher education, cultural, and social services organizations. He brings knowledge and experience in strategic planning, development operations, and building successful development programs. He has successfully led teams of as few as eight to twenty-one seasoned fundraising staff. Chad is adept in engaging, and coaching board members in their philanthropicrole and responsibilities required for success. He has been a presenter at Association for Fundraising Professionals (AFP) for both regional and international conferences.

Dr. William C. McGinly, Of Counsel to Jerold Panas, Linzy & Partners. Bill was President, Chief Executive Officer of the Association for Healthcare Philanthropy (AHP) for thirty-one years and is now AHP President Emeritus. This association represents 5,000 hospital and medical center executives devoted to development and fundraising for nonprofit health care providers. Bill was named for the 15 consecutive years to the NonProfit Times Power & Influence Top 50. He is a former board member for the Center on Philanthropy at Indiana University, Indianapolis; a past chairman of the Greater Washington Society of Association Executives (GWSAE),and an active member of the American Society of Association Executives (ASAE). Bill is an I/D/E/A/ Fellow; a Fundraising Institute Australia (FIA) Fellow, and Certified Association Executive (CAE). He received his doctorate in administration from The American University.

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10 Reasons Why You Should Attend This Seminar 


If you want to:

  1. Learn everything there is to know about capital campaigns to ensure the success of your campaign
  2. Recruit the strongest and most effective campaign workers possible
  3. Assure the momentum of the campaign
  4. Get optimum results from the board
  5. Understand the guiding role of the staff
  6. Know the best way to make a compelling case
  7. Set a campaign goal that makes people stand on tip toes
  8. Correct a languishing campaign
  9. Research— knowing what motivates the donor
  10. Transform your annual giving to enhance major campaign dollars

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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 - 5:00 pm - Afternoon sessions

5:00 - 5:45 pm - Reception
Second day ends at 3:30pm.
Breakfast, lunch and the reception are included with
 your registration. The evening is your own.

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2019 Dates and Location


Chicago, IL – May 22-23, 2019
The Westin Hotel

909 N. Michigan Avenue

Chicago, IL 60611

Phone: (312) 943-7200

Book your group rate here

Room rate: $219 plus tax - Cut-off date for special rate: April 26, 2019
Call 888-627-8359 for Group Rate for the Institute for Charitable Giving (Mention code: ICG)

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Registration Fee


Standard Individual Registration: $905.00 US

We offer discounted rates for CEOs/Supervisors (when they attend with staff), for those who attend multiple Seminars, and for larger groups. When attempting to take advantage of these special rates, please download our PDF Registration Form and send in one form per Registrant. Online Registration does NOT allow for discounted rates or information for multiple Registrants.

Please call our office (800-234-7777) with questions regarding which rates may apply to your group or how best to register.

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 $845.00 for the CEO or Supervisor when they attend with staff. We offer a special rate for a group of four or more registrants from the same organization. The supervisor for the group pays $845.00 and the rest of the group pays $855.00 each.

Seminar Scholarship Application - A limited number of partial scholarships are available for $815.00. 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.

Download Registration Form (PDF>> for checks, POs and credit card to mail.

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    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 ConEdLogo-2019

     

     

     

     
    CFRE Continuing Education Approved Provider Programs

    ICG is an approved provider of CFRE continuing education. All courses presented are submitted to CFRE International for review and approval.


     

    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)