THE MCCONNELL CONSULTING GROUP
The Differences Between Annual, Capital and Endowment Campaigns
Annual Campaign
·For annual operating funds
·Unrestricted funds preferred
·Conducted annually
·Gifts or pledges generally for one year only
·Functions as means of committing donors
·Can be used to strategically upgrade levels of support
·Techniques may include special events, mail, phone-a-thons for smaller gifts, and
        personal solicitations for larger gifts

Campaign Fundraising
·Objective is to raise substantial resources that can be used for capital or other  
·extradordinary purposes.
Pledges may be made for multiple year periods, generally not to exceed 5 years
·Most successful when approaching past donors
·Primary techniques for majority of campaign is personal solicitation, may be                        augmented by direct mail and or phone-a-thons
·At least 80% of the gifts should come from 20% of the donors.

Endowment campaign
·Objective is to secure gifts whose principle will be protected for the purpose of                   using the interest for annual operating costs
·Works best with broad, committed, mature donor base
·Extensive use of planned gift vehicles such as annuity trusts, life insurance as well           as gifts of cash, property, stocks
·Planned gifts often take 7-20 years to mature, so not an answer for immediate cash            needs.
.The building of an endowment may be ongoing but the timing for an endowment                campaign should be carefully considered, as it may "tie up" existing donor                          potential, requiring the cultivation and identification of new donors for capital                      purposes.
nancyfmcconnell@aol.com      © 2001 The McConnell Consulting Group    Last modified 10/2009
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