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Are you ready for a Capital Campaign?

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • What is Capital Campaign?
    3 mins
  • How does a Campaign fit into the donor pyramid?
    11 mins
  • Are you ready for a campaign: Exercise
    20 mins
  • Development staff functions during capital campaign
    29 mins
  • Planning study process
    43 mins

Course Description

A capital campaign is an intense effort on the part of a nonprofit organization to raise significant dollars in a specified period. 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.

To conduct an effective fundraising campaign for your nonprofit, you need ample planning and consideration. Typically, there are two overarching phases for capital campaigns: the quiet phase and the public phase. During the quiet phase, 50%-70% of the funds are raised through major gifts strategies. And during the public phase, the remaining funds are raised by soliciting donations from a larger population of donors.

In this CPE webinar, speaker Linda Lysakowski, ACFRE will answer the following major questions: 

  • How to assess your readiness for a campaign?
  • Whether you have the right infrastructure in place?
  • If you can identify donors for the campaign?
  • If you have the right staffing?
  • Whether your board is “on board” with the campaign?
  • How to begin identifying campaign volunteers?

You can also register for the following E-Book of the speaker available on myCPE:

How to Run a Successful Capital Campaign

Learning Objectives

  • To get to know your organization’s level of readiness for a campaign.
  • To evaluate what infrastructure needs to be in place to successfully execute a capital campaign. 
  • To know how to develop a plan to staff a capital campaign. 
  • To determine if you need to do a planning/feasibility study before you conduct a capital campaign. 
  • To identify how a campaign will impact existing programs and staff.

Recommended For

  • The Online continuing education webinar is recommended for CPA, CMA, CFA, Current board members, prospective board members, those thinking about serving on a non-profit board, executive directors who need to understand everything about the capital campaign.

Who Should Attend?

  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Non Profit Pros
  • Nonprofit Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 0.2 CPD Credit of Strategy and Governance for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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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

Linda Lysakowski

Owner, Linda Lysakowski, LLC

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.
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