Service Types

Launching a capital campaign is a big deal. Success requires a compelling and clearly articulated vision, a team and systems that are ready for more prospects, more proposals, and more commitments, alignment between your board and staff leadership, and extraordinary community support. Our Campaign Readiness and Feasibility process provides objective insights and practical guidance to help you determine if, when, and how to move forward confidently.

Our approach:

• Assess campaign readiness.
  We evaluate your fundraising infrastructure, leadership engagement, donor pipeline, and case for support to identify strengths, gaps, and risks.
• Clarify the vision and case.
  We learn the rationale behind your campaign and draft a compelling case for support that clearly articulates the vision and the impact a campaign investment makes possible.
• Test the opportunity.
  Through interviews, focus groups, and surveys, we gather input from key supporters to gauge enthusiasm for the vision and capacity to support it.
• Deliver clear direction.
  We provide actionable insights on campaign potential, recommended goals, timelines, and strategies for success.
• Define the path forward.
  Whether the campaign is ready to launch now or requires a phased approach, we outline practical steps to strengthen readiness and build long‑term momentum.
• Support launch and execution.
  When a campaign is approved, we guide the design and launch of a campaign plan that equips leaders, engages volunteers, and maximizes philanthropic opportunities.

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Looking to strengthen your advancement team further? We also offer leadership programs designed for early career development leaders and for Executive Director and Development Director duos. Learn more about Emerging Leaders in Philanthropy and Leadership Gifts School (co-training for executives and development leaders with a special session that also includes your board chair).

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