A capital campaign is any project for which a nonprofit needs to raise money beyond their annual operating expenses. The resources can be for the purchase, construction, or renovation of real estate, for program growth, and/or for endowment growth - all ultimately for the purpose of advancing your mission and improving lives of the communities you serve. Our capital campaign consultants provide the expertise, hands-on training, guidance, and support to make campaigns thrive.

Core Services

The success of your campaign depends on ensuring that you’re equipped and prepared. Our unique approach is based on 6 Elements for Capital Campaign Success. If even one of these components isn’t in alignment, your campaign won’t reach its goal. We assess your situation and then offer what is needed to get each element into peak shape for campaign success. 

Our consultants organize their time to maximize effective use of our clients’ budgets (which are always limited). Additionally, our goal is to build your internal expertise, so that the skills at your nonprofit grow as a result of the campaign. Our team will identify a specific plan for each month of a client’s campaign, with services that include:

• Creating a set schedule of meetings and 1:1 conversations with accompanying goals for the campaign work period

• Writing and design of the Case for Support 

• Generating clear and crisp donor messaging for use in meetings and elsewhere that is consistent with the Case for Support

• Setting up campaign systems, policies, procedures, and tracking documents

• Establishing a detailed timeline of actions for staff, volunteers, and consulting team including metrics for number of donor meetings each month, cultivation and other events, communications plan

• Working closely on a weekly basis with staff leadership and Campaign Steering Committee to drive campaign forward

• Conducting direct training for staff, volunteers, and board members to cultivate and solicit leadership, major, and other gifts

• Delivering ongoing prospect research

• Providing strategic advice for all major donor meetings with individuals, corporations, and foundations

• After major gifts have been secured, developing a strategy to reach as many potential donors as possible at varying levels of support

• Planning kick-off and celebration events

• Developing stewardship systems and encouraging a culture of philanthropy

Services

Experienced Consultants

Only Experienced Capital Campaign Consultants

All clients get consulting advice informed by our many years of experience soliciting millionaires and billionaires. In addition, we assign a team of capital campaign consultants configured specifically to the needs of your campaign. These experts challenge assumptions and think creatively. They adapt best practices to each organization and customize strategies for each fundraising landscape. Finally, our team will build unique training for your staff and leadership. Our consultants don’t just ensure success for your current campaign; They instil the skills and confidence your organization needs for robust and sustainable fundraising after the campaign is over.

We invite you to hold a free strategy session to explore your questions about a capital campaign and discuss how we can help.