CAPITAL CAMPAIGN E-GUIDE
How to supercharge your capital campaign with 110-years of experience.

Campaign Consulting Partners


Together . . . Building your culture of philanthropy
How to supercharge your capital campaign with 110-years of experience.
Campaign Consulting Partners
Together . . . Building your culture of philanthropy
Verify the merit of the project and the urgency of the case for support
Prioritize elements of the case
Evaluate the image of the organization
Identify potential challenges to the campaign
Analyze the economic situation and the fundraising campaign climate
Investigate the interest in volunteerism
Determine major gift fundraising potential
Establish a realistic dollar goal
Analyze the impact on annual support
Examine estate planning opportunities
If you want someone's opinion,
just ask them for their money . . . If you want their money, you better ask for their opinion."
Establish planning task forces
Identify campaign prospects
Evaluate campaign prospects
Finalize campaign goal & range of gifts chart
Identify & recruit campaign leadership
Stress test your fundraising policies & procedures
Fine tune the project (e.g. business plan, floor plans, budget, etc)
Develop campaign materials
Case for support
Campaign brochure
Campaign video
Menu of Named Gift Opportunities
Create a written campaign plan
Set-up online campaign project management platform
Recruit fundraising volunteers
Advance Gifts
Major Gifts
Special Gifts
General Gifts
Train volunteers
Assign prospects
Cultivation
Solicitation
Stewardship
Inform via report meetings
Advocate via apeakers bureau
Audit (internal)
Celebrate
There is no one-size fits all campaign
Love thy existing donors. New ones don't power your campaign
Make sure you know your external image before asking donors for support.
Studies show that self-led campaigns raise less by leaving money on the table
Beware of scope creep & bloated campaign goals
Talk with donors about your needs NOT your wants
Campaigns thrive on energy. Keep your volunteers juiced up!