myCPE

How to Run a Successful Capital Campaign 2 Credits 2 Credits

How to Run a Successful Capital Campaign 2 Credits 2 Credits

  • Rating

    4.3

  • Reviewed on

    February, 2025

    Reviewed on

    February, 2025

  • Subject Area

    Specialized Knowledge

Learning mode

E-Book
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objectives

  • To discuss the importance of a campaign plan.
  • To analyze how to develop a campaign plan.
  • To explain how to be sure the plan gets implemented.
  • To describe how to adjust a campaign plan when necessary.
  • To discuss the role of a consultant in the campaign.

Course Overview

A capital campaign is a targeted fundraising effort that takes place over a defined period of time. It requires coordination and cooperation from the organization and community. Without the support of board members, staff, and individuals within the area, a capital campaign has little to no chance of succeeding.

When you hear the words "capital campaign," do you think about the "pain" part of the process?

Yes, a campaign can be disruptive to your organization and consume a lot of staff and volunteer time. But it can be a tremendous asset to your organization in two ways.

First, you are able to achieve your goal of a new building, an expanded facility, an endowment for the future. Second, a campaign, when done right, will strengthen your organization overall.

In this E-Book for CPAs the Author Linda Lysakowski has discussed the following major topics:

  • How to get the basic infrastructure in place to ensure that your campaign will be run efficiently and effectively?
  • What is the role of the board, staff, and volunteers in your campaign?
  • Answering the tricky, and sometimes debatable, question: Do we need to do a planning/feasibility study, or not? (The answers to this question might surprise you.)

This CPE E-book talks about the role of a consultant in the campaign. The consultant is not the magic bullet that will go out and raise the money for you. A campaign is a team effort, but most campaigns require some level of help from an outside consultant. This CPE E-book covers what level of help your organization needs from a consultant and, if you decide to engage a consultant, it will show you how to find the right one.

Also, one of the keys to a successful campaign is finding donors to support your campaign, and how to solicit gifts that meet the needs of the donors and the organization.

We will also talk about life after the campaign and how you can build a stronger organization moving forward.

On Demand Credits for All Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 2 CPE Approved
CPA in Canada 2 CPD Eligible
Certified Management Accountants (CMA) 2 CPE Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Author

Linda Lysakowski|CPE/CPD Webinars for Candian CPAs & CMA

Linda Lysakowski

Owner, Linda Lysakowski, LLC

  • 4.3
  • rating
  • rating
  • rating
  • rating
  • rating


I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor. 


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Very Good (42%)

Average (5%)

Poor (3%)

Terrible

RR

Rishi Ramano, CPA (US)

5

Very helpful

LM

Lawrence Mcmanus, CPA (US)

5

good writeup

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