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  December 2008        
  President’s Message:
Welcome to our Ventures in Philanthropy E-Newsletter
Getting Ready for the New Year
Linda Lysakowski, ACFRE
As we prepare to start a new year, we are faced with many challenges and yet an air of excitement pervades our nation.

The economy continues to be a major concern for everyone; global warming and the energy crisis threaten life as we know it. And yet there is an air of optimism as we welcome a new administration. So how will all this affect fundraisers?

It depends!

Some organizations will struggle in the coming year; others will have
successful fundraising programs. Organizations that can show a positive impact on their community will be more successful than those who haven’t built a strong case for support. Those whose leadership (staff, board and volunteer leadership) is strong will fare better than those whose leadership is ineffective or unstable. Organizations that continue to rely on past methods rather than embracing new technology and new methods will suffer. Those who move ahead with a solid development program will outlast those who wring their hands in despair. So, you will see that CAPITAL VENTURE will be offering some workshops to help you be on the winning side of the balance sheet. In the meantime:
Preparing for a Successful Development Program:
  1. Make sure that you have a strong case for support.
  2. Make sure your website is up to date and interactive.
  3. Do an honest evaluation of your leadership—staff, board and volunteers.
  4. Look into at least one new fundraising method—giving circles, Internet fundraising, and social networking are all good places to start.
  5. Have a diversified development plan.
  6. Make certain your organization is transparent—attend a class in the new 990 Form. (The IRS is offering classes in some cities).
  7. Invest in a good donor software package that will allow you to monitor all your development programs.
  8. Conduct a planning study if you are contemplating a capital campaign.
  9. Recruit a top notch Development Committee.
  10. Conduct a Board Boot Camp to help your board develop their networks.
Why a Planning Study?
When considering a capital or endowment campaign, a major undertaking for most organizations, there are two things that need to be done in order to determine the likely success of a campaign: an internal assessment of the organization’s readiness and an external assessment of the willingness and ability of the organization’s constituency to support the campaign. This month, I will focus on the internal assessment aspect. Next month, I will discuss the external aspect.

The planning study, sometimes referred to as a feasibility study, is the most common way to determine both internal and external readiness for a major project. Today, most firms use the term “planning study” because the goal is not just to determine the feasibility of doing the project, but to help the organization develop a plan that will strengthen their organization overall while preparing to launch a major campaign.

Often, the project is going to be done, whether funded through a campaign or not, so the feasibility of the project is not the question. Another reason why many prefer the term “planning study” is so that the process is not confused with the architectural feasibility study.

Internal Readiness

If the nonprofit has never done a capital campaign before, a full development audit is recommended before doing the external assessment. Even if the agency is “seasoned” in campaigning, a full development audit can still be beneficial. Internal readiness should always be considered first, before testing the campaign with the public. Sometimes a full-blown audit is not needed, or time will not allow for this process. However, the internal readiness still needs to be considered in the planning study.

Some key internal readiness questions are:
  • Is the organization a 501(c) (3) charitable organization?
  • Is the organization registered with the states in which fundraising will be done, if those states require registration?
  • Are the organization's programs needed and valued by the community?
  • Is there a strategic plan in place?
  • Is the CEO well known and respected in the community and willing to spend a good part of his/her time on the campaign?
  • Is there a strong corps of fundraising volunteers?
  • Can the top 10 donors and the top 100 donors be easily identified?
  • Does the staff have experience in running a campaign?
  • Is there adequate support staff?
  • Does the board of directors fully support the proposed campaign?
  • Is there a strong core of board members who will support the campaign both financially and with their time?
  • Is the board well known and respected in the community?
  • Are there people of affluence and influence on the board?
  • Is the board diverse?
  • Do Board members understand the importance of their role in a campaign?
  • Is there an active development committee?
  • Does the organization use community volunteers in its fundraising efforts?
  • Does the organization communicate regularly with all its constituents?
  • Are constituents aware of the organization and its programs?
  • Is there a donor database system in place that allows segmentation of donors and personalized appeals?
  • Is the system capable of recording multi-year pledges and planned gifts as well as matching gifts?
  • Does the database system have the ability to generate campaign reports?
  • Are there policies and procedures in place for accepting, recording and acknowledging gifts?
Visit Our New Website!
We are really excited about the launch of our new website. You will now be able to link directly to many nonprofit resources, review books, build your own “briefcase” of resources, and much more. Visit our site today at www.cvfundraising.com and send us your feedback.
Technology Corner — What is Web 2.0?
Of all the questions I've been asked this year, "What is Web 2.0?" is asked more often than any other.

There is no simple definition for Web 2.0. Broadly speaking, it is a trend in web design and development that aims to facilitate creativity, information sharing, and, most notably, collaboration among users. These concepts have led to the development and evolution of web-based communities and hosted services, such as social-networking sites, wikis, blogs, communication tools, and folksonomies (the practice of categorizing content through tags.)

A few years ago, the Internet was such a novelty, people were awed by the fact that it was even there, but all that has changed. Users are more computer savvy now and although there will always be a place for static, read-only pages, today's users want the option to voice their opinions and to share those with other like-minded visitors to a website.

CAPITAL VENTURE's new website has been designed around the principles of Web 2.0. Visitors will find many tutorials, tip sheets and recommended books they can rate individually and add comments to help their colleagues in fundraising.

Another 2.0 feature of the new website is the blog-like "Common Threads," a place where users may share challenges common to all fundraising professionals, regardless of location, and solutions they have found helpful.

Visitors may also ask specific questions in the "Ask the Expert" section and although every question will be answered by a CAPITAL VENTURE associate, we invite you to share your thoughts in this section, too.

You will find many helpful features incorporated into the new website. One we're particularly proud of is the ability to bookmark your favorite tutorials, tip sheets, etc and access them via your CAPITAL VENTURE Briefcase or bookmark them to a vast array of social bookmarking sites. It can be frustrating to find the perfect tutorial when you don't have time to read it, only to waste your available reading time later trying to find it again.

More features and many more tutorials will be added over the next few months. Our aim is to make it YOUR website! Please visit www.cvfundraising.com and let us know how we can further meet your needs.

Training and Professional Development
CAPITAL VENTURE has updated our Training Catalogue, which is available by email. We offer a wide variety of workshops for groups such as AFP chapters, statewide associations, national organizations, Dioceses, United Ways and Centers for Nonprofits. If you would like to receive a copy of our offerings, please contact cvlinda@cox.net.
Training Opportunities
Pressed for time? Travel budget limited? Check out our website for the great webinars presented by Affinity Seminars on various topics of interest to development professionals.

Another excellent resource for nonprofit webinars is Charity University. You'll find several on-demand courses sessions I've recorded available there, including the most recent one, The Development Plan. I'll be presenting three more tele-courses for Charity University this fall which will be available on demand as well. You'll find the dates and details listed in the Upcoming Presentations section below.

Early next year, CAPITAL VENTURE will be launching our own special training videos this fall, so be sure to check next month’s newsletter for more information.
2009 CAPITAL VENTURE Special Workshops
We will be offering some very special workshops in 2009 to help you strengthen your fundraising efforts. All these will be half day, interactive workshops. More details will follow in future newsletters but ere is our tentative schedule:
  • January 5: Developing Your Case for Support — Las Vegas, NV


  • April 17: Establishing a Development Office — Lake Tahoe, NV


  • May 12: Are You Ready for a Capital Campaign — Philadelphia, PA


  • June 11: Are You Ready for a Capital Campaign — Las Vegas, NV


  • July 15: Are You Ready for a Capital Campaign — Reno, NV


  • August 13: Are You Ready for a Capital Campaign — Harrisburg, PA


  • September 24: What Do Major Donor Really Want — Las Vegas, NV


  • October 14: Developing Your Case for Support — Reno, NV


  • December 8: Are You Ready for a Capital Campaign — Reading, PA
UPCOMING PRESENTATIONS

January 5, 2009
CAPITAL VENTURE
Building a Case for Support
Linda Lysakowski, ACFRE
Henderson, NV
Click here for more info


January 7 , 2009
AFP Greater Arizona Chapter
The Importance of Strategic Planning for
Development & Building a Development Plan

Linda Lysakowski, ACFRE
Phoenix, AZ
Click here for more info

January 16, 2009
Charity Channel
Getting Ready for a Capital Campaign
Linda Lysakowski, ACFRE
Webinar
Click here for more info


January 30, 2009
Charity Channel
The Keys to a Successful Capital Campaign
Linda Lysakowski, ACFRE
Webinar
Click here for more info

February 20, 2009
AFP Las Vegas Chapter
Essentials of Fundraising
Module II: Annual Giving

Linda Lysakowski, ACFRE
Las Vegas, NV

Click here for more info

March 13, 2009
AFP North Dakota Chapter
The Development Plan and Evaluation Tools
Linda Lysakowski, ACFRE
Bismark, ND
Click here for more info

March 16, 2009
Planned Giving Council of Centeral PA
Financial Advisors & Development Officers Strategic Collaborations to Help Us
Serve Donors & Clients

Linda Lysakowski, ACFRE
Bucknell University
Lewisburg, PA
Click here for more info


March 25, 2009
Pennsylvania Council of
Children, Youth & Family Servies
The Development Plan and Evaluation Tools
Linda Lysakowski, ACFRE
Harrisburg, PA
Click here for more info


March 29 — April 1, 2009
AFP International Conference
Visit CAPITAL VENTURE at Booth #1037!
New Orleans, LA
Click here for more info

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CONTACT U S 
CAPITAL VENTURE
Advancing Philanthropy through Consulting and Training for Nonprofits
Offices throughout the United States
  Administrative Office:
P O Box 731
Reading, PA 19607
  Executive Office:
10245 S. Maryland Pkwy., Ste. 1188
Las Vegas, NV 89183
866-539-9990 toll free
702-892-0955 voice
702-892-0655 fax

 
CAPITAL VENTURE Associates are located throughout the United States.
Call to find the one closest to you.

(866) 539-9990 toll free
Email: info@cvfundraising.com
Website:www.cvfundraising.com
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