The Capital Campaign

A Campaign Is

An organized, intensive fundraising effort

to secure gifts and pledges – beyond the

existing level – for clearly identified

purposes during a defined period of time.

A Campaign forOakland University Will

• Propel OU Fundraising to a new level

• Significantly increase OU endowment

• Address targeted facility needs

• Grow the Annual Fund to higher levels

• Establish a much larger donor base

• Mature the development infrastructure

• Establish a powerful volunteer force

State of Philanthropy

Campaigns are succeeding by:

• Articulating a compelling case for support

• Presenting clear fund raising objectives

• Paying careful attention to donor relationships

• Focusing on the links of donor passions and

institutional visions

Throughout the Capital CampaignIdentify Leadership Gifts

May – June 2002Campaign Plan Development

Completed June 2002

July 2002Begin Counting Gifts

Continue Throughout Campaign

July 2002Draft Case Development

Completed January 2003

August 2002Case Presentations & Discussions

Continue To Kickoff

September 2002President’s Campaign Council

Identify / Recruit Leaders & VolunteersContinue Through July 2003

September 2002Unit Case Drafts

1st Draft to ICC March 2003

February 2003Consultative Dinners

Completed March 2004

2004Planning Committee Identified

2004Campaign Kickoff

2004 – 2007 or beyond

Public Phase of CampaignAt Conclusion of Campaign

Wrap-Up Celebration

Stewardship Process

Internal Campaign Committee

• Monthly Meetings

• AccomplishmentsCoordination GuidelinesConsensus on Case Draft and Focus on Campaign

Increase Engagement of OUFIn Fundraising

• Meetings with Each Director Reviewing Prospects

• New Committee Structure to Focus on Development

•Addition of New Directors

Give Open Doors Leadership

President’s Campaign Council

• 3 Board of Trustee Members

• 3 OU Foundation Directors

Expand to include:

• Leadership Gift Donors and Prospects

• Corporate

• Major Gifts

• Alumni Giving

Case Development

• Grew out of 2010 Vision

• Involvement of Academic Leadership

• Focus on Strengths of OU to Distinction

Distinctive Undergraduate ExperienceA Vision for 2010

• Capstone Experience

• Opportunity to Conduct Research

• Serve in Internships, Field Experiences and/or Cooperative Education

• Global Education and Work Experience

• Achieving High Proficiencies in Written and Verbal Communication

Featured Objectives and Leadership Priorities

New Endowment Funds

To support student scholarships, faculty fellowships and professorships, research endowments and strategic and exemplary program development

Expendable Program Funds

To support student-faculty research projects, academic initiatives, partnerships in practice, research and service

Facility Renewal and Capital Enhancement

To provide resources for OU to renovate, expand and add to its physical master plan as enrollment and program enhancements require

Engagement Plans

• Variety of Cultivation Events

• Unit Events

• Alumni Receptions and Activities

• Consultative Visits

Consultative Visit Plan

Consultative Dinners

Twice a month during the Campaign

Groups of 8-12 Couples Invited

Intimate Gathering for Lively Discussion

Consultative Visit Plan

Invitees to Consultative Dinners Include:

Board of Trustees

Oakland University Foundation Members

Advisory Board Members

Donors Giving $25,000 and Above

President’s Club Members

Prospects Identified by Marts and Lundy

Consultative Visit Plan

300 People in the 1st 6 Months

1200 by the End of 2003

2000 -3000 by Kickoff

Consultative Visit Plan

Agenda for Consultative Dinners

6:00 pm Reception

6:30 pm Dinner

7:15 pm Presentation by Dr. Russi

7:30 pm Discussion

8:30 pm Wrap Up

Consultative Visit Plan

Follow-up Questionnaire

Work to be Accomplished in2003 and Beyond

• Solicitation of Lead Gifts

• Identify Leadership

• Identify Prospects

• Plan Kick Off Events

• 2 Consultative Events per Month

• Getting the Story Out

We Believe in Our Future