The Capital Campaign
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Transcript of The Capital Campaign
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The Capital Campaign
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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.
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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
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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
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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
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Internal Campaign Committee
• Monthly Meetings
• AccomplishmentsCoordination GuidelinesConsensus on Case Draft and Focus on Campaign
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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
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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
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Case Development
• Grew out of 2010 Vision
• Involvement of Academic Leadership
• Focus on Strengths of OU to Distinction
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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
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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
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Engagement Plans
• Variety of Cultivation Events
• Unit Events
• Alumni Receptions and Activities
• Consultative Visits
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Consultative Visit Plan
Consultative Dinners
Twice a month during the Campaign
Groups of 8-12 Couples Invited
Intimate Gathering for Lively Discussion
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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
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Consultative Visit Plan
300 People in the 1st 6 Months
1200 by the End of 2003
2000 -3000 by Kickoff
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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
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Consultative Visit Plan
Follow-up Questionnaire
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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
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We Believe in Our Future
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