SYLLABUS OUTLINE: EDLD 517 Nonprofit Leadership Management Program - Capital and Endowment Campaigns (2 units) Instructor: Carole Fish, M.Ed., CFRE Course Title: Instructor:
Capital and Endowment Campaigns (2 units) EDLD 517
Carole Fish, M.Ed., CFRE FISH+LEWIS Consulting Business Phone: 619.742.5650 Home Phone: 619.523.6490 Email: carolefish@cox.net
By Appointment (619.742.5650)
Capital Campaigns – Strategies That Work Andrea Kihlstedt Jones and Bartlett Publishers Sudbury, Massachusetts
2 Units; 30 Classroom Hours
Office Hours: Required Reading: Course Length: Course Description:
This course is designed to broaden the student’s understanding of advanced fund raising activities, with a particular emphasis on capital and endowment campaigns. Building upon student’s prior coursework, the class allows students to apply their understanding of organizational strategic planning to prepare, plan and launch successful major gift fund raising efforts. During the class, students conduct an actual Campaign Feasibility Study for a San Diego nonprofit organization (pre‐selected by the instructor) as their class project. Working in small teams with various assignments, students act as “consultants” with the final development and presentation of a Campaign Study Report and Plan to the selected nonprofit. Coursework is based upon students’ analysis and discussion of actual case studies or field work with nonprofit organizations.
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SYLLABUS OUTLINE: EDLD 517 Nonprofit Leadership Management Program - Capital and Endowment Campaigns (2 units) Instructor: Carole Fish, M.Ed., CFRE Learning Outcomes for Students: 9 9 9 9 9 9 9 9 9 9 9 9
Definition of a Capital Campaign and Applications to Nonprofits Understanding of Endowment and Types of Endowments Understanding of importance of Institutional Plan to capital campaign readiness Development of Campaign “Case for Support” and understanding of application and uses Ability to develop a Campaign Gift Model Understanding of the Phases of a Capital Campaign Ability to develop a Campaign Plan Understanding of Feasibility Study Process & Design Understanding of Campaign Implementation Tasks & Strategies Understanding of Role and Maximum Benefit of Consultants Understanding of Role of Prospect Research and Methodologies Understanding of Importance of Campaign Leadership – Various Campaign Structures, Roles, & Optimum Management of Volunteers 9 Understanding of Endowment Building Strategies Grading Criteria: Student participation in feasibility process 25 points Student development of Case for Support and Prospectus 25 points Student development of Feasibility Plan 25 points Presentation of Feasibility Plan 10 points Final Exam 15 points Late assignments will not be accepted. Scheduled Class Meeting Dates and Times: Students should reserve the following dates for class meetings, with the understanding that some of these class dates may be replaced with assigned field work, scheduled at flexible times other than the class meeting times. Such field work includes interviews with board members and potential donors of the nonprofit, and are assigned based upon availability of class members. Such field work is a valuable part of the Class Project and student skill development and learning process. Class time is from 6:00 to 9:00 p.m. February 5, 2009 April 30, 2009 February 19, 2009 May 14, 2009 March 5, 2009 May – TBD Final Presentation April 16, 2009 March 19, 2009 April 2, 2009
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SYLLABUS OUTLINE: EDLD 517 Nonprofit Leadership Management Program - Capital and Endowment Campaigns (2 units) Instructor: Carole Fish, M.Ed., CFRE
CLASS TIMELINE SESSION 1: February 5, 2007 Discussion Topics: Class Overview Class Syllabus Grading, Timeline and Logistics Class Project: Feasibility Study for Mama’s Kitchen Capital Campaign Overview What is a capital campaign? What is an endowment campaign? Campaign Readiness for Nonprofit Phases of a Capital Campaign Role of the Consultant Feasibility Study Logistics Logistics for tour of nonprofit organization Defining Readiness Assessment Questions Team Assignments for Board Interviews and Data Compilation
Assigned Homework/Readings: Prepare “Readiness Assessment Questions for Orientation Tour with nonprofit organization Review of Staff/Board Questionnaire & Training Session on Conducting Staff/Board Interviews; Team Assignments for Staff/Board Interviews and Data Compilation Reading: Capital Campaigns: Chapters 1‐3
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SYLLABUS OUTLINE: EDLD 517 Nonprofit Leadership Management Program - Capital and Endowment Campaigns (2 units) Instructor: Carole Fish, M.Ed., CFRE SESSION 2:
February 19, 2009
Discussion Topics: Feasibility Study Nonprofit organization tour, orientation and questions Review of Board Questionnaire & Training Session on Conducting Staff/Board Interviews; Team Assignments and Timeline for Staff/Board Interviews and Data Compilation Capital and Endowment Campaigns Discussion of Chapter 1‐3 from Capital Campaigns Strategies that Work Purpose and Benefits of the Campaign Campaign Readiness First Stage – Gift Model, Case for Support and Feasibility Study Assigned Homework/Readings: Reading: Capital Campaigns: Chapter 4‐6 Student Field Work Students will conduct staff/board member interviews the 4rd week in February and will compile interview data in preparation for the March 5th class. SESSION 3: March 5, 2009
Discussion Topics: Assessing campaign readiness of nonprofit organization Presentation of Staff/Board Data Summary Key Findings, Conclusions Recommendations from Readiness Audit ‐Board & Leadership Readiness ‐Development Department Readiness ‐Program and Case Readiness ‐Readiness Issues & Strategies Discussion of Communications Materials Review Development of Campaign Gift Model Development of Naming Opportunities & Recognition Assigned Homework/Readings: Reading: Capital Campaigns: Chapter 4‐6
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SYLLABUS OUTLINE: EDLD 517 Nonprofit Leadership Management Program - Capital and Endowment Campaigns (2 units) Instructor: Carole Fish, M.Ed., CFRE SESSION 4:
March 19, 2009
Discussion Topics: Feasibility Study Design Feasibility Study Design Components of Case for Support statement and Prospectus Messages for nonprofit organizations Case for Support Capital and Endowment Campaigns Discussion of Chapter 4‐6 from Capital Campaigns Strategies that Work Campaign team Infrastructure Refining purpose and goals The Planning Process Assigned Homework/Readings: Reading: Capital Campaigns: Chapters 7‐9 Draft the Case for Support/Prospectus due for April 2nd class
SESSION 5:
April 2, 2009
Campaign Case for Support statement and Prospectus due Discussion Topics: Review Student Prospectus and Case for Support statement Assignments for final nonprofit Case Draft Review/edit Questionnaire for External Interview Draft Role Play of External Interviews Recap: The Capital Campaign Process Assigned Homework/Readings: Reading: Capital Campaigns: Chapters 10‐11 Assist in production of Final Case Statement and Interview materials. Confirm sign‐up for external interviews, as scheduled by nonprofit organization.
SESSION 6:
April 16, 2009
Field Work Students conduct external interviews during the 3rd and 4th week of April. Students compile data and prepare for April 30th class discussion.
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SYLLABUS OUTLINE: EDLD 517 Nonprofit Leadership Management Program - Capital and Endowment Campaigns (2 units) Instructor: Carole Fish, M.Ed., CFRE
SESSION 7:
April 30, 2009
Discussion Topics Review of external interview data Discuss outline/key messages for each component of the feasibility study Take home final distributed. Assigned Homework/Readings Take‐home final due May 14. Submit by email to instructor. st nd Draft of feasibility study prepared over the 1 and 2 week of May and due on May 14th Assignment to student teams of Feasibility Study sections for presentation to CEO in Session 8
SESSION 8:
May 14, 2009
Discussion Topics: Review draft of feasibility study and present to CEO for review Edit by group. Assignments for final draft. Role play presentation to nonprofit leadership Prepare materials and coordinate logistics for presentation Assigned Homework/Readings: Complete Feasibility Study edits and submit final draft via email Prepare presentation materials for presentation to nonprofit organization.
SESSION 9:
To Be Determined
¾ Final presentation of Feasibility Study to nonprofit’s leadership and staff by students
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