Planning a Successful
Capital Campaign
Welcome & Introduction
Planning a Successful
Capital Campaign
Eleanor Gill
National Legacy & Funding Officer
Capital Campaigns Explored
Planning a Successful
Capital Campaign
Why are you here?
• Building / Fabric
• Repairs and Maintenance
• Reordering of the Church
• New facilities or improved access
• Project based
Capital Campaigns Explored
Planning a Successful
Capital Campaign
What’s your project then?
Chat to your neighbour about your project
Expectations for the Day
Chat to your other neighbour about what
you want to get out of today
Capital Campaigns Explored
Planning a Successful
Capital Campaign
What is a Capital Campaign?
“The most amount of money
from the fewest possible sources
in the shortest possible time.”
Capital Campaigns Explored
Planning a Successful
Capital Campaign
What is the Scale of our Challenge?
20% of donors
provide
80% of funding
Capital Campaigns Explored
Planning a Successful
Capital Campaign
Misconceptions
• The fundraisers will bring in the money
• Funders want to know about the building...
• We don’t need to invest money upfront
• Let’s start building now
• We’ll answer that later
Capital Campaigns Explored
Planning a Successful
Capital Campaign
Capital Campaign Structure
Capital Campaigns Explored
Capital Campaign
Steps
Planning a Successful
Capital Campaign
Capital Campaigns Explored
Planning a Successful
Capital Campaign
Capital Campaign Structure
Capital Campaigns Explored
Six Steps to Success
Planning a Successful
Capital Campaign
Planning a Successful
Capital Campaign
Capital Campaigns Explored
1. Vision
‘Where there is no vision, the people perish.’
Proverbs 28.18
Capital Campaigns Explored
Planning a Successful
Capital Campaign
2. Leadership
Jesus was a great leader.
Capital Campaigns Explored
3. Need
‘An urgent need
and a visible need.’
Planning a Successful
Capital Campaign
Capital Campaigns Explored
Planning a Successful
Capital Campaign
4. Be Prepared
‘Give me six hours to chop down a tree...’
Capital Campaigns Explored
Planning a Successful
Capital Campaign
5. Generosity
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The Gospel inspires Generosity
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Never more like God, than when we give
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Pray the money in?
Capital Campaigns Explored
Planning a Successful
Capital Campaign
6. Community
• One God created One People
• Church belongs to the Community
• Involve everyone
Capital Campaigns Explored
Decision Time
Vision
Leadership
A real need
Preparation
Generosity
Community benefit
Planning a Successful
Capital Campaign
Building / Sub Committee
Planning a Successful
Capital Campaign
Capital Campaign Structure
Building / Sub Committee
Planning a Successful
Capital Campaign
Sub / Building Committee
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Architect & Surveyor - develop your ideas
Permissions
Feasibility Study
Business Plan
• Costs & Quotes
• Estimated Budget
Feasibility Study, Quotes &
Permissions
Planning a Successful
Capital Campaign
Feasibility Study / Health Check
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If your idea is viable or not
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How & what your project will deliver
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Useful facts & figures to aid decision-making
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Alternative approaches & solutions
Feasibility Study, Quotes &
Permissions
Planning a Successful
Capital Campaign
Planning Permissions
“All churches are subject to planning law & planning
permission regardless of denomination or faith.”
• Approved system of control – Faculty
• Alteration works to a Grade I or II - EH
Feasibility Study, Quotes &
Permissions
Planning a Successful
Capital Campaign
Summary of Procedure - Actions
Major Changes: Alterations and Extensions
1. Consult with your Architect
2. Consult within the PCC and Parish
3. Ask for DAC site visit
4. Consult Archdeacon
5. Consult Planning and Amenity Societies
6. Consult with English Heritage
7. Prepare outline proposals
Feasibility Study, Quotes &
Permissions
Planning a Successful
Capital Campaign
Summary of Procedure - Actions
Minor Changes: Repairs and Maintenance
1. Consult DAC Secretary informally
2. Consult Architect
3. Consult Archdeacon
4. Prepare detailed proposals
Building / Sub Committee
Planning a Successful
Capital Campaign
Talk to your Congregation
• Help Develop your ideas
• Building & Local Area
• Church and Community
• Improvements to be made
Building / Sub Committee
Planning a Successful
Capital Campaign
Talk to your Community
• Community Audit
• How well do we know our parish?
• Need / New Services
• How others might see the church
Campaign Committee &
Campaign Plan
Planning a Successful
Capital Campaign
Capital Campaign Structure
Campaign Committee &
Campaign Plan
Campaign Committee
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Responsible for Campaign
Keep on Budget
Keep to Timeframe
Secure required funds
Planning a Successful
Capital Campaign
Campaign Committee &
Campaign Plan
Planning a Successful
Capital Campaign
Campaign Plan / Funding Strategy
Campaign Committee &
Campaign Plan
Planning a Successful
Capital Campaign
Chair Person
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Well-known, liked and respected locally
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Committed & Capacity
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Prepared to make a gift to the Campaign
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Able to talk compellingly about the Appeal
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Effective at chairing meetings
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Can inspire members
Campaign Committee &
Campaign Plan
Planning a Successful
Capital Campaign
Campaign Committee
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Terms of Reference
Project Manager
Events Committee
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Volunteer Leadership
Grant Making
Committee
Campaign Committee &
Campaign Plan
Volunteer Leadership
Planning a Successful
Capital Campaign
Campaign Committee &
Campaign Plan
Planning a Successful
Capital Campaign
That’s All Folks!
Campaign Committee &
Campaign Plan
Your Network
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Budgets: The Basics
• Does income match expenditure?
• Degree of calculated flexibility
• Calculate don’t guess
• VAT Potential
• Contingencies: 10% unexpected costs
NB Inflation costs
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Budgets: What do the funders say?
“If
your Budget doesn’t add up,
I wonder if your project will.”
Budget, Case for Support &
Funding Research
Budget Breakdowns
Project Budget
• Construction Hard Costs
• Construction Soft Costs
Campaign Budget
• Campaign Events
• Marketing materials
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
St John’s Church, Wakefield
PHASE 1
Chancel: £172,000
• New Kitchen & Cafe
• New disabled toilet
• X2 Meeting rooms
PHASE 2
£325,000 Project
Phases 1 & 2
Nave: £152,898
• Under floor heating
• removal of pews
Budget, Case for Support &
Funding Research
Your Case for Support
1. Identify the Need
2. Explain your Solution
3. What will the Outcome be?
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
http://www.youtube.com/watch?v=6a6VVncgHcY
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Write your Case for Support
Break out into groups & discuss
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Read neighbours
What will appeal to potential funders?
How could you improve yours?
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Which is most powerful & why?
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
What is Fundraising?
“ Fundraising is the inspiration business, and
however much we try to elevate and
complicate it; at its heart it is little more than
telling stories. ”
Ken Burnett
Relationship Fundraising
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Fundraising and the Church
The oldest fundraising
appeal is in
the Book of Exodus
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Funding Sources
Grant
Funders
Your
Church
Trusts &
Foundations
Major
Donors
Community
&
Individuals
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Table of Gifts
Gift Size
£250,000
£125,000
£75,000
£50,000
Private Phase SubTotal
£25,000
£10,000
£5,000
£1,000
£500
Public Phase SubTotal
Total
Number of Gifts
1
3
4
10
Total Value
£250,000
£375,000
£300,000
£500,000
18
£1,425,000
20
35
35
45
10
£500,000
£350,000
£175,000
£45,000
£5,000
140
£1,075,000
158
£2,500,000
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Gift Size
Number of Gifts
Total Value
£1,000
£500
Public Phase Sub-Total
45
10
140
£45,000
£5,000
£1,075,000
Total
158
£2,500,000
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Gift Size
£250,000
£125,000
Total
Number of Gifts
1
3
158
Total Value
£250,000
£375,000
£2,500,000
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Capital Campaign Structure
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
First Step = Research
Prospects = known interest
Suspects = potential interest
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Financial ability to make a gift at the level required?
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Just because they CAN give, X mean they WILL give
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Charity Classifications
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General charitable purposes
Education or Training
Disability
The prevention or relief of poverty
Overseas aid or famine relief
Religious activities
Arts, culture, heritage, science
Amateur sport
Environment / conservation / heritage
Economic, community development, employment
Armed forces, emergency service efficiency
Human rights / religious or racial harmony, equality or diversity
Locality
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Website Research
Find a charity
1. Charity details (website, contact, deadlines etc.)
2. Key areas of interest / charitable aims
3. Guidelines
Accounts
1. Do they give to churches?
2. How much do they give?
Budget, Case for Support &
Funding Research
Charity Commission
Planning a Successful
Capital Campaign
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
All Saints, Weston Green
https://www.youtube.com/watch?v=GUXZUsTIB5M
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Pub Quiz:
How well do you know your Grant Funders?
Using the quiz sheet in your packs, and working in
small groups, test your knowledge.
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Top Five Funders
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Heritage Lottery Fund
Garfield Weston Foundation
All Churches Trust
Wolfson Foundation
The Landfill Communities Trust
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Listed Places of Worship Grants Scheme (VAT)
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
“We fund projects which make a lasting difference for
heritage, people and communities in the UK.”
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Outcomes:
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Heritage in better condition
Improved Access (physical & educational)
More people have engaged with heritage
A wider variety of people have engaged with heritage
1st Steps:
Read the Guidance Notes
Project Form
Budget, Case for Support &
Funding Research
Planning a Successful
Capital Campaign
Plenty More Fish in the Sea
• Charity Commission www.charitycommission.gov.uk
• Funding Central www.fundingcentral.org
• Funds for Historic Buildings www.ffhb.org.uk
• Heritage Funding Directory www.theheritagealliance.org.uk/funding
• Directory of Social Change
www.dsc.org.uk
• Trust and Foundation search tool Trustfunding.org.uk
• ChurchCare www.churchcare.co.uk
• DAC . . .anglican.org/diocesan-life/diocesan-advisory-committee/
• Parish Resources www.parishresources.org.uk/funding-guides
Budget, Case for Support &
Funding Research
Go Fish?
Planning a Successful
Capital Campaign
Cultivation & Enlistment
Planning a Successful
Capital Campaign
The Seven Steps of Fundraising
1.Research
2. Identify
3. Plan
4. Cultivate
5. Ask
6. Close
7. Thank
8. Steward
Cultivation & Enlistment
Planning a Successful
Capital Campaign
The Trustees & Stewardship
• Take our stewardship responsibilities seriously
• Careful with overheads
• Want to give away as much as we can
• Give grants to the projects that deserve the money most
Cultivation & Enlistment
Planning a Successful
Capital Campaign
Statements of Significance & Need
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Provides accessible information
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Explain, justify & rationalise proposed plans
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Accompanies Faculty application (listed)
A Grant Application
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Applying to an external Funder for a grant
Cultivation & Enlistment
Handy Hints
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C.V.
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Presentation
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Research the Funder
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Don’t assume anything
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Give us Details!
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Why should we pick you?
Planning a Successful
Capital Campaign
Cultivation & Enlistment
Planning a Successful
Capital Campaign
What to Attach & Why
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Budget (including the grant amount requested)
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Church Accounts
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Quotes
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Letters
Planning a Successful
Capital Campaign
Cultivation & Enlistment
Provide Evidence – back up what you say!
“A lavatory is essential, as we need to be able to
provide modern, clean facilities which meet health and
safety standards if we are to be able to offer the
building for use to the wider community.”
“After a twenty-minute drive to get to Church, it would be
such a boon to have the availability of a proper toilet.”
RM, aged 83
Cultivation & Enlistment
Planning a Successful
Capital Campaign
Outcomes – what are they?
“Currently the congregation meets for coffee...We are required to
use the Village Hall where older members must drive... some
members of the congregation do not socialise
...this time is important for the giving and receiving of mutual
support amongst members of the community, esp. older members
of congregation who don’t have family nearby.
“The new kitchenette and toilet facilities would strengthen
community support and help to alleviate loneliness among
our elderly residents. “
Cultivation & Enlistment
Planning a Successful
Capital Campaign
Cultivation & Enlistment
Planning a Successful
Capital Campaign
Cultivation & Enlistment
Planning a Successful
Capital Campaign
As much as you can give us
Congregation Fundraising
Planning a Successful
Capital Campaign
Capital Campaign Structure
Planning a Successful
Capital Campaign
Congregation Fundraising
Envy of the Voluntary Sector
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Giving begins with us
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A history of generous
giving
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You don’t get something
for nothing
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Anne Frank
Congregation Fundraising
Planning a Successful
Capital Campaign
Share your stories of generosity
Community Appeals
Planning a Successful
Capital Campaign
Capital Campaign Structure
Community Appeals
Planning a Successful
Capital Campaign
Major Donors
“£11 billion was given to charity last year, with
almost half coming from just 7% of donors.”
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Peer to Peer / Hospitality
Takes Time (10%, 80%, 10%)
Tailored approach; networks
Who is the “Gate keeper”
UK Giving Report
NCVO & CAF
Community Appeals
Major Donor Indicators
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Wealth and propensity to give
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Gender and age
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Where they live, size of house
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Occupation – City, entrepreneur
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Leisure – racing, sailing
Planning a Successful
Capital Campaign
Community Appeals
Planning a Successful
Capital Campaign
Major Donor Identification
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How many have you identified?
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Invite to an event
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Partners money too
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Build Relationship
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Ask for . . .
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Two Ears, One Mouth
Community Appeals
Planning a Successful
Capital Campaign
Through the Donor’s Eyes
You are a wealthy business person who attends church
with their family and want to ‘give something back’.
You’re ready to make a gift of £100,000
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What Questions are you likely to ask?
What information do you want / need?
Community Appeals
Planning a Successful
Capital Campaign
“Giving money effectively is almost as hard as
earning it in the first place.”
Bill Gates
Community Appeals
Planning a Successful
Capital Campaign
No Major Donors?
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Urban deprivation?
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No Financial Support; Local & Physical Support
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Find your USP
Community Appeals
Planning a Successful
Capital Campaign
Capital Campaign Structure
Community Appeals
Planning a Successful
Capital Campaign
Where to Ask?
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Face to Face (individually & collectively)
Appeal brochure / leaflet
Events
Letters
Parish website
Parish magazine
Public meeting
Local press
Community Appeals
Planning a Successful
Capital Campaign
How to Ask?
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Ask the people most likely to give
Present the case from their point of view
Make it easy to respond
Young volunteers
Community Appeals
Capital Campaign Steps
Planning a Successful
Capital Campaign
Cultivation & Enlistment
All Churches Trust
Philip Arundel
Charity Grants Advisor
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Hospitality & meet the vicar
A good Cuppa!
I like to get a feel for the place
A little bit of Recognition
Planning a Successful
Capital Campaign
Case Studies
Planning a Successful
Capital Campaign
Case Studies
Planning a Successful
Capital Campaign
St Margaret’s Church, Drayton
Project Aims:
• Urgent repairs to thatched roof, roof timbers,
rainwater drains
Heritage:
• Drayton C of E Junior School produced a village heritage trail
• Heritage Open Day
Community:
• Memories & photographs of past family church events
• Event for family members listed on War memorial in Churchyard
Budget:
• £57,500 HLF grant
• Remainder of funds raised from congregation & other grant funders
Case Studies
Planning a Successful
Capital Campaign
St John’s Church, Wakefield
Project Aims:
• Phase 1 = kitchen, café, 2 meeting rooms
• Phase 2 = under floor heating & remove all pews
Community:
• More welcoming & warm environment
• Improved access and new facilities
• Larger space for community activities & events
Budget: £157,680
• £51,000 Wren & Biffa Award grant
• £59,320 Congregational fundraising
• £47,353 Other church specific grant funders
Case Studies
Planning a Successful
Capital Campaign
St Paul’s Centre, Hammersmith
Project Aims:
• Space for community, social ministries & youth work
• Establish a debt advice center & café
• Graveyard - 600 bodies to move
Budget: £6 million
• 35% Creative Fundraising
• 1% Major Donor
• 45% Congregation
• 7% Trusts & Foundations
• 12% Loans
“The project strengthened the core;
it left us a stronger church in the end.”
Evaluating the Day
Planning a Successful
Capital Campaign
So how prepared are you?
Using the sheets in your packs and working on
your own, assess your church’s readiness in the
10 key areas....
Evaluating the Day
Planning a Successful
Capital Campaign
In Summary: Successful Campaigns have
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An Urgent Need
Strong leadership
Clear vision and inspiring project
Generosity
A holistic Church & Community approach
Prayer
Evaluating the Day
Planning a Successful
Capital Campaign
My Final Thought
http://www.youtube.com/watch?v=zlfKdbWwruY
Evaluating the Day
Planning a Successful
Capital Campaign
• Questions
• Thoughts
• Comments
Email: Eleanor.Gill@churchofengland.org
Call: 020 7898 1564
Parish Resources www.parishresources.org.uk
Church Legacy www.churchlegacy.org.uk
Follow me on Twitter @ParishResources