Are You Ready for a Capital Campaign?

Linda Lysakowski

Linda Lysakowski, LLC

Thursday, March 11, 2021 | 01:00 PM EDT

  • CPA
  • CMA

1.5 Credits

$15

Subject Area

Specialized Knowledge

Webinar Qualifies For

0.5 CPE credit for Certified Management Accountants (CMA)

0.5 CPE credit of Specialized Knowledge for all CPAs

0.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

understand salt compliance, economic nexus, wayfair case in the new era of e-commerce

(3)

Mar 18, 2021 | 03:00 PM EDT View Details

accounting policies, changes in accounting estimates and errors

(1)

Apr 21, 2021 | 10:30 AM EDT View Details

introduction to excel pivottables

(1)

Apr 21, 2021 | 01:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Apr 23, 2021 | 02:00 PM EDT View Details

crucial insights & tax strategies on s corporation

(1)

Apr 27, 2021 | 10:00 AM EDT View Details

top 10 things all cpas need to know about irs representation

(117)

Apr 27, 2021 | 01:30 PM EDT View Details

form 1040nr nonresident alien filing challenges and effective approaches

(1)

Apr 30, 2021 | 01:30 PM EDT View Details

leadership integrity

(3)

May 17, 2021 | 09:30 AM EDT View Details

executive overview of leases (topic 842): exploring both the accounting & tax implications

(1)

May 17, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

May 17, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

May 17, 2021 | 10:00 AM EDT View Details

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

May 17, 2021 | 10:00 AM EDT View Details

legal and financial tax planning strategies

(220)

May 17, 2021 | 10:00 AM EDT View Details

ifrs fair value measurement

(2)

May 17, 2021 | 10:00 AM EDT View Details

restaurant revitalization fund and all you need to know

(4)

May 17, 2021 | 10:30 AM EDT View Details

Course Description

A capital campaign is an intense effort on the part of a nonprofit organization to raise significant dollars in a specified period of time. Usually the money raised is to fund acquiring or renovating a building, but often the campaign's focus is on building an endowment for the future. 

In this webinar we will look at the organization’s internal and external readiness to conduct a campaign. We will discuss the infrastructure needed to run a successful campaign—board involvement, staffing, technology, and the case for support. Participants will evaluate their readiness to conduct a campaign and critique campaign case statements. We will also discuss the planning/feasibility study—do you need one, what you should expect from the study, and what to do if the study says you are not ready for a campaign. 

Key topics: 

  • What is a Capital Campaign?
  • Readiness Assessment
  • What are the Key Ingredients of a Successful Campaign?
  • A compelling case for support
  • Infrastructure, including board support
  • Volunteer leadership
  • Case Statement Evaluation—group exercise 
  • The Planning Study: Do You Need One?
  • What Will the Planning Study Tell You?

Learning Objectives

  • To evaluate the organization's readiness for a Capital Campaign
  • To outline the key outcomes of a planning/feasibility study
  • To list the three key ingredients of a successful campaign

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA