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Campaign & Planned Giving Programs
We design and manage Capital Campaigns to fund facility
needs, to strengthen endowment, and to expand other core financial
reserves. These services include: Campaign Feasibility and Campaign
Planning Studies, Campaign Preparedness Technical Assistance,
Full Service Capital Campaign Management, and "Turn Around"
Programs for Troubled Campaigns.
LAPA’s team of executives have created and fostered many successful
local and national capital campaigns. Aside from “Bricks &
Mortar” projects, LAPA also has helped many organizations develop
Endowment Funds and Cash Reserve Funds to keep them on solid financial
ground during troubling economic times. Each campaign has its
own challenges and opportunities. Our campaigns, therefore, are
uniquely designed to fit each client’s particular need according
to that client’s capacity.
We begin with planning and design; we then aid our clients in
voluntary leadership recruitment, prospect identification, program
marketing, prospect cultivation, and gift negotiation.
| Among the campaign services
we provide: |
- Complete day-to-day campaign management
- Development of detailed campaign plan
- Drafting text for all campaign materials, documents, and correspondence
- Direction of prospect identification activities
- Direction, structure, and materials for all campaign committee
meetings
- Coordination of prospect cultivation activities
- Development of individualized solicitation and gift-packaging
strategies
- Management and tracking of prospects
- Preparation of all campaign reports
| “A campaign must have
a goal, a rationale, a theme, a structure, a plan, a budget,
a name, and a chance!” * |
LAPA identifies six major steps in working with you to build
an effective Capital Campaign.
- Preparation – LAPA makes sure that your organization
has a clear mission and vision that fits into your need for
the campaign. We get to know your organization and its strategic
plan. We strengthen your board and staff to be ready for the
demands to come. We identify and cultivate donors, prospects,
and volunteers who can best make your organization’s dream a
reality. We also seek out other consultants, such as architects
and public planning advisors to aid you in your project.
- Planning – LAPA conducts a feasibility study to determine
the perception of your organization in your community, public
relations needs, the arguments for and against a capital campaign,
the leadership capability of your organization in regards to
a campaign, the financial strength of your constituents, external
affects such as the economic climate, and timing of the campaign.
Based on results of the study, LAPA assists
you in developing a strong case statement in support of the
campaign, outlines a timetable, establishes policies, determines
the financial goal, identifies leadership, prepares proposal
copy, establishes a campaign subcommittee within your Board
of Directors and, with their assistance, identifies volunteers
for soliciting lead gifts.
- Leadership Gifts Phase – Once LAPA helps you identify
prospects, we can begin to develop a solicitation strategy for
each gift, prepare proposals, train volunteers to solicit from
family foundations, and solicit gifts.
- Advance Gifts Phase – During this stage we use the
lead gifts as a launching point to generate giving from family
foundations, research and solicit more individual gifts, and
prepare more proposals. We also begin to enlist volunteers for
the General Phase.
- General Phase – Now that major gifts have been obtained,
LAPA can help you extend your campaign to include phonothons
and direct mail. At this point your organization can begin an
official kick-off using media sources.
- Clean-Up Celebration – As the campaign begins to wind
down, LAPA can aid you in follow-up solicitations to non-responders,
reporting to volunteers, volunteer acknowledgement, extra thanks,
and reinforcement of relationships with donors. It is now time to celebrate with a campaign kickoff, goal-reaching
party, groundbreaking, or open house.
Planned Giving Programs – LAPA has developed a ground
up approach to planned giving involving the full scope of life
income giving strategies including:
- Charitable Gift Annuities
- Charitable Remainder Annuity Trusts
- Charitable Remainder Unitrusts
- Charitable Lead Annuity Trusts
- Charitable Lead Unitrusts
- Life Estate Agreements
- Bequests
* with credit to Bob Conway, retired consultant who advised on some
of the largest university capital campaigns in the 1970s and '80s. |