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How to Run a Successful Capital Campaign

  • CMA
  • CPA (US)
Successful Capital Campaign CPE Course

Free (Only Today)

2 Credits

Subject Area

Specialized Knowledge
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

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.

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 Qualification

Webinar Qualifies For

  • 2 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 2 General Credit of Specialized Knowledge for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit for CPA in Canada
  • 2 CPE Credit for Certified Management Accountants (CMA)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter


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. 


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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Ratings and Review

4.4

53 Ratings

Excellent

29

Very Good

18

Average

4

Poor

1

Terrible

0

LM

Lawrence Mcmanus, CPA (US)

Apr 10th, 2022

good writeup

XJ

Xuan Jin, Accountant/Bookkeeper/Tax Professionals

Aug 7th, 2023

good

AL

Allyse Lobonc, CPA (US)

Dec 30th, 2021

good

DR

Daniel Raidt, CFE, CPA (US)

Jun 21st, 2024

Interesting read if you want to run a capital campaign.

SB

Sohail Butt, CPA (US)

Nov 21st, 2023

Good course